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Earnings preview · ALV.DE

Allianz earnings preview (November 12): what analysts expect

Allianz SE reports its Jul-Sep 2026 quarter on Thursday, November 12. Here is what the market expects and how it gets there, in charts.

InbestPlanners · Updated Nov 9, 2026 · 3 min read

Nov12

Thursday, November 12

Results day · call at 9:30 AM Madrid time · confirmed date

In 30 seconds

  • Expected earnings per share: €8.17 (+10.5% on the same quarter a year ago).
  • Expected sales: €0.0M.
  • It beat the earnings estimate in 2 of its last 3 quarters.
  • The share arrives up 4.4% over three months and up 35.8% over a year.

Expected EPS

€8.17

+10.5% vs. a year ago

Expected sales

€0.0M

Beat estimates

2 / 3

last quarters

Share, 12 months

+35.8%

Close €457.00

Earnings per share: expected against reported

Every quarter analysts publish how much they think Allianz will earn per share. The grey bar is their estimate; the coloured one, what the company reported. On the right, what they expect now (1 analysts), with the lowest and highest estimate.

6.73
7.44

Jul-Sep
2025

Beat

6.89
7.17

Oct-Dec
2025

Beat

6.92
6.47

Apr-Jun
2026

Miss

8.17

Jul-Sep
2026

Now

Expected Reported Now (low-high estimates: 8.17 - 8.17)

In the last 3 quarters it beat the estimate 2 times. On average, reported earnings came in 2.7% above the estimate.

Sales and margins

Sales each quarter, in billions of EUR; the dotted bar is what is expected now.

33.1

Apr-Jun
2025

39.8

Jul-Sep
2025

37.9

Oct-Dec
2025

31.1

Jan-Mar
2026

46.0

Apr-Jun
2026

0.0

Jul-Sep
2026

How Allianz shares arrive

€457.00

Close of Nov 9, 2026 · last year

High €465.10Low €329.06
Nov 2025Nov 2026

1 month

+9.6%

3 months

+4.4%

YTD

+22.4%

12 months

+35.8%

Over the last year it traded between €329.06 and €465.10. It trades at 15 times the last twelve months' earnings and 13.7 times next year's expected earnings (P/E).

What to watch on November 12

  1. 01

    Earnings per share

    The benchmark is €8.17. Above it, the market reads "beat".

  2. 02

    Sales

    €0.0M expected. Profit can beat through cuts; sales tell whether the business grows.

Frequently asked questions

When does Allianz report earnings?

Allianz reports its Jul-Sep 2026 quarter on Thursday, November 12. The analyst call is at 9:30 AM Madrid time.

What EPS do analysts expect from Allianz?

The consensus of 1 analysts is €8.17 per share, with estimates from €8.17 to €8.17. A year ago it was €7.40.

What sales are expected from Allianz?

Analysts expect sales of €0.0M.

Does Allianz usually beat estimates?

In the last 3 quarters it beat the EPS estimate 2 times; on average reported earnings came in 2.7% above the estimate. Having done it before says nothing about this time.

All earnings previews

Information, not investment advice. Figures are the data provider's (analyst consensus and accounts published by Allianz SE) as of Nov 9, 2026; EPS is the one analysts compare and may differ from reported GAAP figures. Quarters are calendar quarters (Jul-Sep 2026), whatever the company's fiscal numbering. Past performance does not guarantee future results.

    Allianz earnings preview (November 12): what analysts expect | InbestPlanners