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TLV: Dividend Payout And Stable Margins Will Guide Near Term Outlook

Dividend Distribution Plan And Macroeconomic Shifts Will Shape Banking Returns Ahead

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TLV
AnalystConsensusTarget
Not Invested
Published 07 Dec 2024

Update shared on 28 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
32.2%
7D
-1.6%

Analysts have made a marginal downward revision to their price target for Banca Transilvania. The new target is set at RON 30.65, reflecting slight changes in discount rate and projected future valuation multiples.

What's in the News

  • Banca Transilvania will hold a Special/Extraordinary Shareholders Meeting on October 28, 2025, to consider the approval of RON 700,000,000 in cash dividends and a gross dividend per share of RON 0.6420341921 (Key Developments).
  • The meeting will also address the approval of dividend distribution dates. These include a registration date of November 25, 2025, an ex-date of November 24, 2025, and a payment date of December 11, 2025 (Key Developments).
  • A separate Special/Extraordinary Shareholders Meeting is scheduled at Banca Transilvania headquarters in Cluj Napoca, following the first meeting on October 28, 2025 (Key Developments).
  • Banca Transilvania is set to organize an Analyst/Investor Day. This event will provide updates and facilitate engagement with investors (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at RON 30.65.
  • The discount rate has decreased slightly from 14.45% to 14.44%.
  • The revenue growth projection is virtually unchanged, holding steady at approximately 6.34%.
  • The net profit margin estimate remains stable at around 35.98%.
  • The future P/E ratio has decreased slightly from 11.18x to 11.16x.

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.