Analysts Lift Reinsurance Group of America Price Target $17.87 to $237.50 as Q4 EPS Forecast Hits $5.86

RGARGA

Analysts have raised the 12-month average price target by $17.87 to $237.50, with Wells Fargo setting a $238 target, reflecting growing confidence in RGA. For the quarter ending December 2025, analysts forecast EPS of $5.86 and revenue of $6.25 billion, with EPS estimates revised 0.6% higher over the past month.

1. Analyst Price Target Trends

Over the past year, analysts have steadily increased their consensus price target for Reinsurance Group of America (RGA), reflecting growing confidence in the company’s outlook. One year ago the average target stood at $219.63; three months ago it rose to $228.25, and as of last month it climbed further to $237.50. Notably, Wells Fargo has set its own target at $238, signaling potential upside. This represents a total increase of $17.87 over twelve months, underscoring positive sentiment around RGA’s growth prospects in traditional life and health reinsurance markets worldwide.

2. Quarterly Earnings Expectations

For the quarter ending December 2025, Wall Street analysts expect RGA to report earnings per share of $5.86 and revenue of approximately $6.25 billion. Over the past 30 days the consensus EPS estimate has been revised upward by 0.6%, indicating improved analyst confidence in the company’s near-term performance. These upward revisions are critical, as they often drive investor reaction ahead of the official earnings release and can lead to meaningful stock price movements depending on whether actual results exceed or fall short of estimates.

3. Valuation Metrics and Financial Health

RGA’s current valuation metrics provide insight into how the market is pricing its shares relative to fundamentals. The company trades at a price-to-earnings ratio of approximately 15.44 and a price-to-sales ratio near 0.60. On an enterprise value basis, RGA’s EV-to-sales multiple is around 0.65 and its EV-to-operating cash flow ratio stands at roughly 2.98. The stock’s earnings yield is about 6.48%, while its debt-to-equity ratio of 0.44 indicates a moderate leverage profile. Together, these figures suggest that investors are valuing RGA conservatively relative to peers, even as expectations for earnings growth rise.

4. Upcoming Earnings Release and Investor Considerations

RGA is scheduled to release fourth-quarter results on February 5, 2026, with a conference call following on February 6. Investors will be closely watching whether the company can meet or beat the current EPS and revenue estimates, as well as management’s commentary on reserve development and capital deployment. Key areas of focus include underwriting margins in the life reinsurance segment, updates on new business strain in financial solutions, and any changes to the company’s capital return program. These factors will be pivotal in determining RGA’s stock trajectory in the weeks following the report.

Sources

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