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Brendan Wood International Investor Conviction Intel – Financials – January 27th 2025

January 27th, 2025 by TopGun Press

 

Below are the most “talked about” Financial Stocks on the BWI Shareholder Confidence Index based on our daily consultations with global investors. 

If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.

 

Commitment to Own the Name in the Year Ahead Changes in Investor Confidence Scores – FIG Sector

(YE 1Q 2025 as of  January 24th vs. YE 4Q 2024)


Legend:

Increase: Higher Quality Metric Score Compared to Result from 4Q 2024

Static: Unchanged Quality Metric Score Compared to Result from 4Q 2024

Decrease: Lower Quality Metric Score Compared to Result from 4Q 2024

 

Chubb Ltd

Increase: CEO, Commitment to Own the Name in the Year Ahead

Static: Transparency/Disclosure, Board of Directors, CFO, Balance Sheet

Decrease: Long Term Growth, Short Term Growth, Strategy, Senior Management, Momentum of Investor Confidence

 

“Chubb’s exposure, particularly in high-risk areas like California, is a long-term concern for us. The company is potentially facing significant reputational damage, especially if events like the California wildfires continue to highlight their concentrated risk. It seems like a calculated gamble on their part, but it’s hard to see how this strategy will make sense in the long run. For now, we are not optimistic about Chubb’s long-term prospects.”  

 

“Chubb just hit a wall with the LA fires. Although Chubb holds about 3% of the California homeowners market, its focus is on high-net-worth clients in areas like the Palisades. Chubb will experience disproportionately higher losses compared to their peers. Their clients often have multi-million-dollar homes and more complex insurance needs, such as for cars, art, and jewelry.” 

AXA SA

Increase: Commitment to Own the Name in the Year Ahead, Transparency/Disclosure, CFO, Long Term Growth, Short Term Growth

Static: Price Appreciation Potential, Strategy, CEO, Board of Directors,

Decrease: Momentum of Investor Confidence, Senior Management, Balance Sheet

 

“AXA relies on a minimal low-risk strategy, resulting in steady but accelerated earnings growth.”

 

“When AXA acquired XL, investors were extremely unhappy. Since then, they have been very disciplined with M&A and returned a lot of capital.” 

American Express Co

Increase: Strategy, CFO, Short Term Growth, Momentum of Investor Confidence, Senior Management, Commitment to Own the Name in the Year Ahead, Price Appreciation Potential

Static: Long Term Growth, Transparency/Disclosure, Board of Directors, Balance Sheet

Decrease: CEO

 

“American Express is such a high-quality company.” 

 

“In Q3, American Express reset their 2025 earnings and revenue growth expectations to just below double digits. American Express appears well-positioned, with strong short-term growth prospects. American Express is both a quality and growth company.” 

 

About Brendan Wood International:

Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.

Disclaimer:

We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.

Related Links:

www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl

Contacts:

Matthew Lapointe
Director – Financials
Brendan Wood International
+1 416 924 8110
mlapointe@brendanwood.com

Gordon Peck

Managing Director
Brendan Wood International
+1 416 924 8110
gpeck@brendanwood.com

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