Update shared on04 Sep 2025
Fair value Increased 4.15%Despite a slight downward revision to revenue growth forecasts, an improved net profit margin has led analysts to raise their fair value target for Banca Monte dei Paschi di Siena from €8.59 to €8.94.
What's in the News
- Banca Monte dei Paschi di Siena (BMDPF) called a board meeting to discuss whether to raise its $18B bid for Mediobanca (MDIBY), potentially including a cash component in the revised offer (Bloomberg, Sep 1, 2025).
- Mediobanca investors have tendered about 13% of the company’s shares to Banca Monte dei Paschi, representing a significant victory in the ongoing takeover attempt (Bloomberg, Aug 17, 2025).
- The possibility of a raised offer demonstrates Banca Monte’s commitment to acquiring Mediobanca and willingness to further incentivize shareholders (Bloomberg, Sep 1, 2025).
- The tender of a substantial stake indicates that Banca Monte’s initial bid has garnered meaningful support from Mediobanca shareholders (Bloomberg, Aug 17, 2025).
- The outcome of the board meeting and any revised terms are likely to significantly impact the dynamics of the Italian banking sector and both companies’ strategic positions going forward (Bloomberg, Sep 1, 2025).
Valuation Changes
Summary of Valuation Changes for Banca Monte dei Paschi di Siena
- The Consensus Analyst Price Target has risen slightly from €8.59 to €8.94.
- The Consensus Revenue Growth forecasts for Banca Monte dei Paschi di Siena has fallen from 4.1% per annum to 3.9% per annum.
- The Net Profit Margin for Banca Monte dei Paschi di Siena has risen from 34.19% to 35.97%.
Disclaimer
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