AXA Shares Climb 2.76% After Record Revenue of 38 Billion
The insurer marks the second highest rise in the CAC 40 this Wednesday morning, in a well-oriented Parisian market. The stock benefits from the commercial momentum revealed the previous evening, confirming the strength of all the group's sectors in the first quarter.
A Reassuring Q1 Commercially, Despite a Drop in Solvency
AXA shares gained 2.76% to €41.40 at the opening, following the announcement of a first-quarter revenue of 38 billion euros, up by 6%. All segments contributed to this growth, according to the statement released Tuesday evening. However, the Solvency II ratio has fallen back to 211%, which is 4 points lower than in January. The group attributes this movement to unfavorable market effects related to inflation and the volatility of stocks and rates. During the 9-month 2025 publication, AXA had confirmed targeting an annual growth of 6% to 8% in operating income per share over the period 2023-2026. The financial calendar points to July 31, 2026, for the publication of the half-year results.
The Stock Approaches Its Resistance at €42.71
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At €41.40, the stock is now approaching its upper Bollinger band set at €42.89, and is nearing the resistance identified at €42.71. The price is now significantly above its 50 and 200-day moving averages, both close to €39.85, indicating a recovery trend after the early May drop below the MM20. The RSI is at 47, in a neutral zone, and leaves room before a potential overheating signal. The MACD remains below its signal line, with the histogram at -0.28 indicating a short-term dynamic that has not yet turned. Over one year, the performance is limited to 0.66%, and the stock has gained 4.92% over three months. The crossing of €42.71 will be the next observable graphical reference.
we expect underlying earnings of circa. Euro 8.6 billion with underlying EPS growth at the top end of the target range
Risks mentioned
Softening market conditions in large commercial P&C
Natural catastrophe exposure with normalized Nat Cat load of 4.5 points of combined ratio
Interest rate sensitivity with -50bp interest rates shock expected to result in -1pt impact in Solvency II ratio
Opportunities identified
Growth in Life & Savings segment driven by ageing populations and pressure on existing systems
Expansion in direct distribution channel with rising demand for affordable insurance and digital experiences
Deployment of AI across value chain with expected annual recurring benefits of €500-700m (pre-tax) by 2029
Outlook / guidance
Expected EBITDA: 500 millions d'euros
Expected net income: 8 600 millions d'euros
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
