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UBS Maintains a 'Buy' on ACE Ltd (ACE); Tops Q4 with Strong Guidance

February 1, 2012 11:45 AM EST
ACE Hot Sheet
Rating Summary:
    5 Buy, 2 Hold, 0 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 18 | Down: 7 | New: 23
UBS maintains a 'Buy' on ACE Ltd (NYSE: ACE) price target raised $2 to $78.00.

UBS analyst says, "4Q11 EPS of $1.94 vs. UBSe $1.78 and consensus $1.80: The upside to our estimate primarily reflects better underlying underwriting profitability ($0.12), higher premiums earned ($0.04) and a lower tax rate ($0.07). Partially offsetting was modestly higher catastrophe losses ($0.07). BVPS of $72.76 (UBSe $73.32) was up 3.1% q/q and the operating ROE was 11.8%."

"We maintain our 2012E EPS of $7.45 despite higher catastrophe losses, and increasing our 2013E EPS from $7.49 to $7.60."

For an analyst ratings summary and ratings history on ACE Ltd click here. For more ratings news on ACE Ltd click here.

Shares of ACE Ltd closed at $69.60 yesterday, with a 52 week range of $56.90-$73.76.


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