Update shared on 28 Oct 2025
Fair value Decreased 6.22%Analysts have lowered their price target for Mediobanca Banca di Credito Finanziario from €20.54 to €19.27. They cite modestly reduced profit margin expectations and a slightly higher discount rate, even though revenue growth projections remain stable.
What's in the News
- Banca Monte dei Paschi called a board meeting to decide whether to increase its $18 billion bid for Mediobanca. The board may consider adding a cash component to the offer (Bloomberg).
- Approximately 13% of Mediobanca's shares were tendered to Banca Monte dei Paschi, marking a substantial win in the ongoing takeover bid (Bloomberg).
- The CEO of Mediobanca, Alberto Nagel, is expected to resign after 17 years at the helm. His resignation follows the unsuccessful defense against Monte dei Paschi di Siena's takeover.
- Mediobanca has been dropped from several key S&P indices, including the S&P Global BMI Index and S&P EUROPE 350.
- Mediobanca board meetings are scheduled for September 18 and November 10, 2025, to approve financial statements for recent quarters.
Valuation Changes
- The consensus analyst price target has declined from €20.54 to €19.27.
- The discount rate has risen slightly from 11.14% to 11.15%.
- The revenue growth projection is largely stable, increasing modestly from 8.11% to 8.13%.
- The net profit margin has decreased from 39.88% to 38.53%.
- The future P/E ratio has edged down from 12.79x to 12.41x.
Disclaimer
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