RGA signals return to share repurchases and targets $160M–$170M in Equitable transaction income for 2026 amid capital flexibility
Written by Emily J. Thompson, Senior Investment Analyst
Source: SeekingAlpha
Management Insights: RGA reported Q2 2025 operating EPS of $4.72, below expectations due to claims volatility in U.S. individual life and healthcare excess business; however, they closed the Equitable transaction, increasing capital flexibility for growth and shareholder returns.
Outlook and Concerns: Management remains confident in long-term prospects despite short-term challenges, expecting improved operating income from the Equitable transaction while addressing analysts' concerns about claims volatility and the timing of share repurchases.
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Analyst Views on RGA
Wall Street analysts forecast RGA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RGA is 242.33 USD with a low forecast of 208.00 USD and a high forecast of 275.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
1 Hold
1 Sell
Moderate Buy
Current: 196.740
Low
208.00
Averages
242.33
High
275.00
Current: 196.740
Low
208.00
Averages
242.33
High
275.00
About RGA
Reinsurance Group of America, Incorporated is an insurance holding company. The Company is a provider of traditional life and health reinsurance and financial solutions. The U.S. and Latin America Traditional segment provides individual and group life and health reinsurance, including long-term care, to domestic clients for a variety of products. The Canada Traditional segment is primarily engaged in individual life reinsurance, and to a lesser extent creditor, group life and health, critical illness and disability reinsurance. The Europe, Middle East and Africa Traditional segment provides individual and group life and health products through yearly renewable term and coinsurance agreements, and reinsurance of critical illness coverage. The Asia Pacific Traditional segment provides individual and group life and health reinsurance, critical illness coverage, disability and superannuation through yearly renewable term and coinsurance agreements.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ScanlanKemperBard Acquires Columbia River Project
- Acquisition Announcement: ScanlanKemperBard, in partnership with RGA ReCap, has announced the acquisition of the Columbia River Collection, a significant industrial project totaling 513,275 square feet, marking a strategic expansion in the industrial real estate sector.
- Project Details: The acquisition encompasses eight buildings, enhancing SKB's market share in the Portland metro area and laying the groundwork for future leasing and development opportunities.
- Strategic Partnership: Collaborating with RGA ReCap not only provides financial backing but also leverages their expertise in real estate investments, thereby enhancing SKB's investment capabilities and competitive positioning in the market.
- Regional Growth Potential: Located along the Columbia River corridor, the project is expected to benefit from economic growth and infrastructure improvements in the Portland area, further driving SKB's long-term revenue growth.
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ScanlanKemperBard Acquires Columbia River Project
- Acquisition Scale: ScanlanKemperBard (SKB), in partnership with RGA ReCap, has acquired the Columbia River Collection, a 513,275-square-foot industrial project in the Portland area, marking SKB's third acquisition in 60 days and reflecting confidence in Portland's long-term economic fundamentals.
- Market Dynamics: This transaction highlights a shift in investment activity in Portland, where reduced institutional capital has created attractive opportunities for local investors, with SKB committed to operating through market cycles while focusing on long-term value creation.
- Strategic Location: The Columbia River Collection is situated in one of Portland's most established industrial corridors, benefiting from proximity to regional transportation infrastructure and the core employment base, effectively catering to users under 50,000 square feet and enhancing SKB's competitive edge.
- Long-term Commitment: SKB President Todd Gooding emphasized the company's confidence in Portland due to its talented workforce and strategic location, pledging to continue balancing economic development with resident services in the future.
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