Gjensidige Forsikring ASA/Nkr GJF

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About Gjensidige Forsikring ASA

Gjensidige Forsikring ASA is a Norwegian general insurance company, providing a wide range of insurance products primarily within Norway and the Nordic countries. Its core business involves offering services in areas such as property and casualty insurance, life and pension insurance, and banking services. The company traces its history back to 1816, giving it a longstanding presence in the industry. Headquartered in Oslo, Norway, Gjensidige serves both individual and commercial clients across a broad geographic footprint. Its strategic positioning is supported by a strong brand recognition and a significant market share in the Nordic insurance sector.
Ticker
Nkr GJF
Sector
Finance
Primary listing
XOSL
Employees
4,160
Headquarters
Oslo, Norway

GJF Metrics

BasicAdvanced
kr 130B
19.60
kr 13.24
0.20
kr 14.50
3.86%

Bulls say / Bears say

Underlying underwriting momentum is strong. First-quarter insurance revenue rose 10.1% and the combined ratio improved to 79.2%, while second-quarter revenue grew 7.3%, the combined ratio was 78.9%, and the underlying frequency loss ratio fell to 58.5%. (Euronext, Gjensidige)
The 2026 Capital Markets Day set higher medium-term ambitions, including a combined ratio below 81% and return on equity above 28% in 2027 and 2028, alongside a general-insurance service result above NOK 10 billion in 2028. If achieved, these targets would imply further operating improvement and earnings growth. (Inderes)
Shareholder returns are backed by substantial capital. The AGM approved NOK 14.50 per share for 2025, including a NOK 4.50 excess-capital distribution, while solvency remained strong at 189% at the end of the second quarter. (Euronext, Gjensidige)
The Danish Supreme Court ruling on workers’ compensation reduced second-quarter profit by NOK 419.3 million, and management said uncertainty remains over how many claims could be reopened. Further claims or reserve strengthening could therefore weigh on earnings. (Gjensidige, StockAnalysis)
Investment income has become a headwind: the portfolio result fell to NOK 225.8 million in the first quarter and NOK 786.4 million in the second, from NOK 512.6 million and NOK 1,102.0 million respectively a year earlier. This leaves reported profits exposed to market and interest-rate swings. (Euronext, Gjensidige)
Some of the recent underwriting improvement may not be fully repeatable: management described the first half as a favourable claims environment and noted quarter-to-quarter volatility in the frequency loss ratio. If claims frequency or claims inflation worsens, the benefit from recent pricing could narrow. (StockAnalysis, Gjensidige)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.

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Market data provided by CBOE Europe and Deutsche Börse.