Update shared on04 Sep 2025
Analysts remain optimistic on ABN AMRO Bank due to strong earnings momentum, solid capital returns, and operational efficiencies, though some express caution over valuation and competitive pressures, resulting in an unchanged consensus price target of €24.78.
Analyst Commentary
- Bullish analysts are raising price targets due to expectations of continued earnings momentum and resilient net interest income performance.
- Improved capital generation and robust balance sheet metrics are supporting a more optimistic view on capital returns and potential for higher dividends.
- Positive sentiment arises from cost efficiency measures and ongoing progress on strategic initiatives aimed at strengthening operational leverage.
- Some analysts cite moderating macroeconomic headwinds and a stabilising Dutch economy that de-risks the asset quality outlook.
- Despite increased optimism, certain analysts maintain neutral or equal weight ratings, reflecting lingering caution over valuation after recent share price strength and competitive pressures in core retail banking markets.
What's in the News
- Announced a share repurchase program of up to €250 million, with NLFI participating pro-rata to its 30.5% stake via off-market transactions; repurchased shares will be cancelled after buyback completion.
- Buyback program authorized by the Board of Directors and set to expire no later than December 2025.
- Scheduled a Special/Extraordinary Shareholders Meeting on September 11, 2025.
- Held an Analyst/Investor Day.
Valuation Changes
Summary of Valuation Changes for ABN AMRO Bank
- The Consensus Analyst Price Target remained effectively unchanged, at €24.78.
- The Future P/E for ABN AMRO Bank remained effectively unchanged, moving only marginally from 12.45x to 12.48x.
- The Discount Rate for ABN AMRO Bank remained effectively unchanged, at 6.24%.
Disclaimer
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