Update shared on20 Sep 2025
Fair value Increased 1.58%Analysts have modestly increased Banca Mediolanum’s price target to €17.38, citing continued earnings momentum, robust capital generation, and resilient operating performance, but remain somewhat cautious on near-term upside following the stock’s strong rally.
Analyst Commentary
- Bullish analysts cite continued earnings momentum and robust capital generation, supporting incremental target price increases.
- Outperformance of the share price, up 50% year-to-date, causes more cautious sentiment among some analysts, who see better value opportunities elsewhere in the sector.
- Recent price target hikes are driven by ongoing operating performance, particularly resilient net inflows and stable fee income.
- Sustained Overweight/Buy ratings reflect confidence in Mediolanum's balance sheet strength and consistent dividend policy.
- Some Hold stances reflect concerns over limited near-term upside after the recent rally, despite acknowledging strong fundamentals.
What's in the News
- Banca Mediolanum announced a 2025 base dividend of EUR 0.75 per share, higher than the previous year, pending shareholder approval.
- Revised 2025 earnings guidance indicates net interest income is expected to be approximately 3% lower than in 2024.
Valuation Changes
Summary of Valuation Changes for Banca Mediolanum
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €17.11 to €17.38.
- The Future P/E for Banca Mediolanum remained effectively unchanged, moving only marginally from 16.30x to 16.56x.
- The Discount Rate for Banca Mediolanum remained effectively unchanged, at 10.95%.
Disclaimer
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