Update shared on04 Sep 2025
Analysts maintain a positive outlook on Intesa Sanpaolo driven by resilient profitability, strong capital management, and sustained operating performance, resulting in no change to the consensus price target, which remains at €5.88.
Analyst Commentary
- Bullish analysts attribute the price target increases to improved earnings visibility and resilient profitability.
- Strengthening capital position and robust balance sheet management have been highlighted as key positives.
- Recent operating performance has exceeded expectations, supporting upward revisions in valuation.
- Optimism reflects expectations for continued cost control and efficient execution of strategic plans.
- Positive outlook on dividend sustainability and shareholder returns further underpins confidence in the stock.
What's in the News
- Upgraded 2025 net income guidance to well above EUR 9 billion, supported by Q4 managerial actions to strengthen future profitability.
- Completed repurchase of 164,956,101 shares (0.95% of shares) for EUR 802.73 million under the buyback announced in June.
- Initiated new share repurchase program authorized by the ECB and AGM, permitting up to 1 billion shares for EUR 2 billion, with purchases running from June to October and price parameters set within 10% of the previous day's reference price.
Valuation Changes
Summary of Valuation Changes for Intesa Sanpaolo
- The Consensus Analyst Price Target remained effectively unchanged, at €5.88.
- The Consensus Revenue Growth forecasts for Intesa Sanpaolo remained effectively unchanged, at 3.2% per annum.
- The Future P/E for Intesa Sanpaolo remained effectively unchanged, at 13.53x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.