Update shared on07 Aug 2025
Commerzbank's future P/E has risen significantly from 14.05x to 16.76x, indicating a higher valuation relative to expected earnings, though the consensus analyst price target remains unchanged at €29.35.
What's in the News
- Commerzbank is planning a significant risk transfer (SRT) on a €2 billion corporate loan portfolio to free up capital amid potential takeover interest from UniCredit.
- The AGM approved an adjustment to Supervisory Board remuneration and corresponding amendments to the articles of association, effective January 2026.
- Shareholders approved a 2024 dividend of €0.65 per share, totaling €733 million in payouts.
- The company concluded its buyback plan.
- Commerzbank confirmed and refined its 2025 earnings guidance, expecting net interest income of approximately €7.8 billion and a combined contribution of €8.1 billion, maintaining a net result target of around €2.4 billion after restructuring expenses.
Valuation Changes
Summary of Valuation Changes for Commerzbank
- The Consensus Analyst Price Target remained effectively unchanged, at €29.35.
- The Future P/E for Commerzbank has significantly risen from 14.05x to 16.76x.
- The Discount Rate for Commerzbank remained effectively unchanged, at 6.01%.
Disclaimer
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