AXA: Not Changing My Thesis For 2026E

2026-02-05 01:43:08 ET

It feels like what I have been doing for about 2 weeks now is reading insurance reports, estimates, analyses, and various opinions on the 2026-2030 future of the insurance industry. I have been using the knowledge gained before, and my knowledge of the insurance industry as a whole, together with the trends I'm seeing, to update most of my more popular and covered insurance businesses here on Seeking Alpha. My articles have touched on companies such as Unum ( UNM ), Allianz ( ALIZY ), and others. Now the time has come to update my article on AXA S.A, at this point about 3 months old. You can find the latest article for that company here. ...

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