Daniel Wilson-Omordia, an analyst from Morgan Stanley, maintained the Hold rating on Beazley. The associated price target is p1,335.00.
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Daniel Wilson-Omordia has given his Hold rating due to a combination of factors related to Beazley’s recent performance and outlook. The company’s full-year 2025 results revealed weaker-than-expected premium growth in the second half, with written premiums slightly below both market expectations and the prior year, and no forward guidance to support a stronger growth narrative.
While the overall combined ratio appeared broadly in line with consensus, this masked a notable underperformance in the Specialty Risks division, where substantial reserve strengthening tied in part to social inflation weighed on quality of earnings. At the same time, Beazley’s solvency ratio remains comfortably above management’s minimum target, and some lines such as Cyber, MAP and Property delivered better profitability, leading the analyst to view the risk‑reward as balanced rather than compellingly positive or negative at the current share price.
In another report released yesterday, RBC Capital also downgraded the stock to a Hold with a p1,300.00 price target.