Update shared on04 Oct 2025
Fair value Increased 3.97%The analyst price target for ABN AMRO Bank has increased from €25.33 to €26.33. This reflects analysts' expectations of improved revenue momentum and greater operational efficiency, which are seen as supporting shareholder returns.
Analyst Commentary
Bullish Takeaways- Bullish analysts have upgraded ABN AMRO to Buy ratings and significantly raised price targets, citing improved revenue momentum.
- There is growing confidence that stronger capital and operating efficiency will support enhanced shareholder returns over the next several years.
- Analysts note that ABN AMRO remains one of the few major European banks trading below tangible book value, highlighting a potential valuation upside.
- Several firms have increased their price targets in recent months, reflecting optimism about the bank’s execution and financial outlook.
- Bearish analysts have maintained Neutral or Equal Weight ratings, even as targets are adjusted upward, indicating some caution about near-term performance.
- Cautious outlooks point to the need for ABN AMRO to sustain operational efficiency over time to justify higher valuations.
- Some remain hesitant that recent positive trends, such as improved revenues and efficiencies, can be maintained in a competitive European banking environment.
- Price target adjustments on the lower end suggest continued uncertainty regarding the broader macroeconomic outlook and its impact on profitability.
What's in the News
- KBC Group is in the early stages of studying the feasibility of acquiring ABN AMRO Bank. Internal debate and discussion are ongoing (Bloomberg).
- KBC confirmed following the report that it is actively monitoring the market for growth opportunities, but stated it is currently focused on potentially acquiring Belgian insurer Ethias, not ABN AMRO (Reuters).
- ABN AMRO recently completed a share buyback program, repurchasing 9.8 million shares for €250 million, representing 1.18% of its share capital.
- The Board of Directors has authorized up to €250 million in additional share buybacks, to be completed by the end of 2025, with NLFI participating on a pro-rata basis.
- A special or extraordinary shareholders meeting was held on September 11, 2025.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €25.33 to €26.33.
- Discount Rate has decreased marginally from 6.34% to 6.29%.
- Revenue Growth projection has increased modestly from 2.42% to 2.51%.
- Net Profit Margin estimate has declined slightly from 21.04% to 20.99%.
- The future P/E ratio is projected to rise from 12.75x to 13.23x.
Disclaimer
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