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Update shared on05 Sep 2025

AnalystConsensusTarget's Fair Value
€17.11
1.6% undervalued intrinsic discount
05 Sep
€16.83
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1Y
49.6%
7D
-2.6%

Analysts maintain a positive outlook on Banca Mediolanum due to robust share price momentum, but valuation concerns following the stock’s rally have limited further upside, resulting in an unchanged consensus price target of €17.11.


Analyst Commentary


  • Bullish analysts cited strong share price momentum, with the stock up 50% year-to-date.
  • Some analysts see limited upside at current levels and prefer better value opportunities elsewhere.
  • Price targets were incrementally raised as a result of continued positive performance trends.
  • Major brokerages like JPMorgan and Deutsche Bank maintained positive ratings, reflecting confidence in the company's outlook.
  • Hold ratings emerged despite upward revisions in price targets, indicating valuation concerns after the recent rally.

What's in the News


  • Announced 2025 base dividend of EUR 0.75 per share, an increase from the previous year, subject to shareholder approval.
  • Revised full year 2025 earnings guidance, expecting net interest income to decrease by approximately 3% compared to 2024.

Valuation Changes


Summary of Valuation Changes for Banca Mediolanum

  • The Consensus Analyst Price Target remained effectively unchanged, at €17.11.
  • The Discount Rate for Banca Mediolanum remained effectively unchanged, moving only marginally from 11.02% to 10.95%.
  • The Future P/E for Banca Mediolanum remained effectively unchanged, moving only marginally from 16.31x to 16.30x.

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.