Insurance holding company Globe Life (NYSE:GL) will be reporting earnings this Wednesday after market close. Here’s what investors should know.
Globe Life met analysts’ revenue expectations last quarter, reporting revenues of $1.52 billion, up 4.1% year on year. It was a slower quarter for the company, with a significant miss of analysts’ book value per share estimates and revenue in line with analysts’ estimates.
Is Globe Life a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Globe Life’s revenue to grow 5.1% year on year to $1.54 billion, in line with the 4.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $3.44 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Globe Life has missed Wall Street’s revenue estimates five times over the last two years.
Looking at Globe Life’s peers in the insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Hartford delivered year-on-year revenue growth of 6.7%, beating analysts’ expectations by 49.9%, and AXIS Capital reported revenues up 8.9%, topping estimates by 1.8%. Hartford traded up 2% following the results while AXIS Capital’s stock price was unchanged.
Read our full analysis of Hartford’s results here and AXIS Capital’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.6% on average over the last month. Globe Life is up 2.9% during the same time and is heading into earnings with an average analyst price target of $168.70 (compared to the current share price of $144.70).
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