Update shared on03 Sep 2025
Fair value Increased 2.91%The slight upward revision in Mediobanca’s consensus analyst price target to €19.99 is primarily driven by a higher forecast future P/E multiple, while revenue growth expectations remain unchanged.
What's in the News
- Banca Monte dei Paschi (BMDPF) has called a board meeting to discuss whether to increase its $18B bid for Mediobanca (MDIBY), with potential consideration of adding a cash component to enhance the offer (Bloomberg, 2025-09-01).
- Mediobanca (MDIBY) investors have already tendered around 13% of the company's shares to Banca Monte dei Paschi di Siena (BMDPF), marking a substantial win for the acquiring bank in its ongoing takeover attempt (Bloomberg, 2025-08-17).
- The possibility of an increased offer and/or a new cash component signals intensifying negotiations, potentially raising Mediobanca's valuation (Bloomberg, 2025-09-01).
- The tendered 13% stake demonstrates growing investor support for Banca Monte's bid, increasing the deal’s likelihood of success (Bloomberg, 2025-08-17).
- The developments around Banca Monte’s takeover attempt indicate significant M&A activity and strategic consolidation within Italy’s banking sector (Bloomberg, 2025-09-01 & 2025-08-17).
Valuation Changes
Summary of Valuation Changes for Mediobanca Banca di Credito Finanziario
- The Consensus Analyst Price Target has risen slightly from €19.49 to €19.99.
- The Future P/E for Mediobanca Banca di Credito Finanziario has risen from 12.87x to 13.54x.
- The Consensus Revenue Growth forecasts for Mediobanca Banca di Credito Finanziario remained effectively unchanged, at 7.6% per annum.
Disclaimer
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