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TPEIR: Share Repurchases Will Drive Earnings And Capital Return Upside Into 2025

TPEIR: Increased Confidence In Revenue Will Drive Outperformance Versus Sector Peers

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TPEIR
AnalystConsensusTarget
Not Invested
Published 13 Dec 2024

Update shared on 15 Dec 2025

Fair value Increased 3.24%
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AnalystConsensusTarget's Fair Value
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1Y
80.5%
7D
-2.7%

Analysts have modestly lifted their price target on Piraeus Financial Holdings, citing slightly higher fair value estimates and improved long term profitability assumptions, with the new target now roughly €8.40 compared with about €8.14 previously.

What's in the News

  • Shareholders have been invited to a special meeting on December 5, 2025 in Athens to approve the merger by absorption of Piraeus Financial Holdings by Piraeus Bank Société Anonyme and related merger documentation, including auditors reports and authorizations (company filing).
  • Piraeus Financial Holdings completed a buyback tranche on September 29 to 30, 2025, repurchasing 13,858,095 shares, or 1.11 percent of share capital, for a total consideration of €100 million under its October 6, 2025 buyback announcement (company filing).
  • The board is scheduled to meet on October 23, 2025 to consider and approve the establishment of a stock award plan and address other business items (company filing).
  • The company began executing a shareholder mandated buyback program on September 29, 2025, with authorization to repurchase up to 27,777,778 shares for €125 million within a price range of €4.5 to €9 per share over a 24 month period (company filing).

Valuation Changes

  • Fair Value Estimate has risen slightly, increasing from about €8.14 to roughly €8.40 per share.
  • Discount Rate has edged down marginally, from approximately 10.92 percent to about 10.90 percent, which implies a slightly lower perceived risk profile.
  • Revenue Growth assumption is effectively unchanged, remaining at around 5.66 percent per year.
  • Net Profit Margin expectation has improved very slightly, moving from roughly 44.63 percent to about 44.66 percent.
  • Future P/E multiple has risen modestly, from around 10.22x to about 10.54x, reflecting a small increase in expected valuation relative to earnings.

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Disclaimer

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