KBC Group NV

ENXTBR:KBC 株式レポート

時価総額：€47.9b

KBC Group 将来の成長

Future 基準チェック /26

KBC Group利益と収益がそれぞれ年間10%と7.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.7% 10.6%なると予測されています。

主要情報

10.0%

収益成長率

10.59%

EPS成長率

Banks 収益成長8.5%
収益成長率7.7%
将来の株主資本利益率16.71%
アナリストカバレッジ

Good

最終更新日23 Jun 2026

今後の成長に関する最新情報

分析記事 • May 15

KBC Group NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, KBC Group NV ( EBR:KBC ) recently reported its quarterly numbers. Revenues of €3.2b were in line...
分析記事 • Feb 15

Here's What Analysts Are Forecasting For KBC Group NV (EBR:KBC) After Its Yearly Results

Shareholders might have noticed that KBC Group NV ( EBR:KBC ) filed its yearly result this time last week. The early...

Recent updates

ナラティブの更新 • Jul 01

KBC: Future Returns Will Rely On Dividends And Stable Neutral Market Expectations

Analysts have nudged their fair value estimate for KBC Group higher from €121.17 to €123.70. This reflects a slightly adjusted discount rate and updated expectations on revenue growth, profit margin and future P/E in light of recent mixed Street price target changes around €119 to €133 and the associated Hold or Neutral style ratings.
分析記事 • Jun 18

KBC Group (ENXTBR:KBC) Stock Could Be 1.8% Undervalued After Anchor Shareholder CEO Resignation

The resignation of Frederik Vandepitte as CEO of Cera Group and KBC Ancora, key anchor shareholders controlling over 41% of KBC Group (ENXTBR:KBC), puts governance and long term shareholder influence in sharper focus for investors. See our latest analysis for KBC Group. KBC Group’s recent share price return paints a mixed picture, with the stock down 0.7% on the day to €119.05 but recording a 7.4% 7 day and 9.4% 30 day share price return, alongside a 1 year total shareholder return of 46.3%...
ナラティブの更新 • Jun 17

KBC: Future Earnings May Struggle To Support Current Share Price

Analysts have nudged their price targets on KBC Group higher, with recent moves including a €1 increase to €133 and a €6 increase to €122, reflecting updated views on the bank's earnings profile and valuation multiples. Analyst Commentary Recent research on KBC Group highlights a mix of cautious and more constructive views, with several firms adjusting price targets while maintaining neutral stances such as Equal Weight and Neutral.
ナラティブの更新 • Jun 02

KBC: Future Earnings And Dividend Assumptions May Prove Overly Optimistic

Narrative Update: KBC Group The analyst price target for KBC Group has edged higher to €133, from €132 previously, as analysts adjust fair value slightly upward in line with updated assumptions for revenue growth, profit margins and future P/E. Recent Street research continues to cluster around Neutral and Equal Weight views.
ナラティブの更新 • May 16

KBC: Future Cash Returns May Struggle To Justify Elevated Expectations

Analysts have nudged their fair value estimate for KBC Group higher from €87.00 to about €90.84, reflecting updated assumptions around revenue growth, profit margins and future P/E levels. These are broadly consistent with the series of recent price target increases from €94 to €122 by major banks.
分析記事 • May 15

KBC Group NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, KBC Group NV ( EBR:KBC ) recently reported its quarterly numbers. Revenues of €3.2b were in line...
ナラティブの更新 • Apr 30

KBC: Future Returns Will Hinge On Steady Dividends And Cautious Earnings Expectations

The analyst fair value estimate for KBC Group edges slightly higher to about €121.17, as analysts factor in updated Street price targets clustered around €116 to €122 and largely steady assumptions on revenue growth, profit margin and forward P/E. Analyst Commentary Recent Street research on KBC Group clusters around price targets between €116 and €122.
ナラティブの更新 • Apr 15

KBC: Future Returns Will Depend On Dividend Payouts And Execution Versus Cautious Street Revisions

The analyst price target for KBC Group is now set at €121.05, a slight adjustment supported by recent Street research in which firms have lifted their targets into a €116 to €122 range as analysts factor in updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on KBC Group clusters around a tighter price target range between €116 and €122, with large banks such as JPMorgan now at the upper end of this band.
ナラティブの更新 • Apr 01

KBC: Future Returns Will Hinge On Dividend Strength And Execution Versus Street Expectations

The analyst price target for KBC Group is updated to €121 from €115, with analysts pointing to revised assumptions around fair value, discount rate, revenue growth, profit margin and future P/E in the context of recent Street target increases to €116, €119 and €122. Analyst Commentary Recent Street research shows a cluster of revised targets between €116 and €122.
ナラティブの更新 • Mar 17

KBC: Higher Dividend Commitment And Margin Assumptions Will Support Future Repricing

Analysts have lifted their average price targets on KBC Group into a range of about €116 to €122, with recent increases of roughly €10 to €22 per share, as they point to updated assumptions on revenue growth, profit margins and P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for KBC Group, with bullish analysts moving into a band between about €116 and €122.
ナラティブの更新 • Mar 03

KBC: Higher Payout Commitment And Rising Profitability Assumptions Will Support Repricing

The analyst price target for KBC Group has been raised from €120 to €145 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, along with a series of recent Street target hikes from €94 to up to €122. Analyst Commentary Bullish analysts have been lifting their targets for KBC Group, pushing the top end of recent Street estimates toward €122 and providing a more supportive backdrop for the newly raised €145 target.
ナラティブの更新 • Feb 17

KBC: Limited Upside Signals Future Pressure On Earnings Delivery

Analysts have made only minimal adjustments to their models, with recent price target changes around €0.20 and €1 reflecting fine tuning of discount rate, growth, margin, and P/E assumptions rather than a major shift in their view on KBC Group. Analyst Commentary Recent research has highlighted relatively small absolute shifts in KBC Group price targets, but the tone of some commentary leans cautious, especially around how current expectations line up with execution and growth risks.
分析記事 • Feb 15

Here's What Analysts Are Forecasting For KBC Group NV (EBR:KBC) After Its Yearly Results

Shareholders might have noticed that KBC Group NV ( EBR:KBC ) filed its yearly result this time last week. The early...
ナラティブの更新 • Feb 03

KBC: Future Returns Will Depend On Rate Backdrop And Execution Versus Street Expectations

The analyst price target for KBC Group has been raised from €108.97 to €115.09, as analysts factor in Street research that points to adjusted revenue growth assumptions, slightly higher profit margins, and updated future P/E expectations reflected in recent target changes from JPMorgan, Citi, and Morgan Stanley. Analyst Commentary Recent Street research around KBC Group reflects a mix of cautious and more optimistic adjustments, with price targets clustered in a relatively tight range and ratings split between Neutral and Overweight.
ナラティブの更新 • Jan 20

KBC: Higher Deal Ambitions Will Likely Pressure Earnings Quality And P/E

Analysts have made only slight adjustments to their price targets for KBC Group, with changes of €0.20 lower at Citi, €4 higher at JPMorgan, and €1 higher at Morgan Stanley. These reflect updated views on revenue growth, profit margins, and future P/E assumptions, while our €87 fair value estimate remains unchanged.
ナラティブの更新 • Jan 05

KBC: Future Returns Will Rely On Rate Backdrop And Execution Delivery

Analysts recently adjusted their stance on KBC Group with small shifts in price targets, including Citi trimming its view to €101 from €101.20, while JPMorgan and Morgan Stanley moved higher to €110 and €122 respectively. This led to only marginal tweaks in the underlying discount rate and assumed future P/E in our model without changing fair value.
ナラティブの更新 • Dec 21

KBC: Rising Deal Ambitions Will Likely Expose Earnings Multiple To Compression

The analyst fair value estimate for KBC Group has been raised from EUR 74.53 to EUR 87.00. This reflects analysts' view that slightly lower discount rate assumptions, modestly improved profit margins, and higher long term valuation multiples justify a higher price target despite only incremental changes in revenue growth expectations.
ナラティブの更新 • Dec 07

KBC: Future Returns Will Depend On ABN Amro Deal Path And Rate Backdrop

We trim our KBC Group price target slightly lower, reflecting a modestly reduced fair value of approximately EUR 109 from about EUR 109.50 as analysts balance marginally higher discount rate assumptions with steady improvements in revenue growth, profit margins, and longer term valuation multiples highlighted in recent Street research. Analyst Commentary Recent Street research on KBC Group reflects a broadly constructive stance on medium term fundamentals, with a minority of more cautious voices tempering upside expectations.
ナラティブの更新 • Nov 23

KBC: Near-Term Outlook Will Hinge On ABN Amro M&A Developments And Market Stability

KBC Group's analyst price target has been raised from EUR 106.73 to EUR 109.47, as analysts cite increased projected revenue growth and stronger profit margins as key drivers for the higher valuation. Analyst Commentary Recent street research reflects a range of perspectives on KBC Group's outlook, with several major institutions raising their price targets in response to evolving performance and market dynamics.
ナラティブの更新 • Nov 06

KBC: Recent Acquisition Discussions And Market Resilience Will Shape Near-Term Outlook

The analyst price target for KBC Group has been revised upward from €105.51 to €106.73. This reflects modest improvement in profit margin and overall outlook as highlighted by recent analyst updates.
ナラティブの更新 • Oct 22

Analyst Commentary Highlights Rising Price Targets and Improved Outlook for KBC Group

The analyst price target for KBC Group has increased modestly to €105.51 from €104.83. This reflects analysts' recognition of improved revenue growth expectations and continued sector support.
ナラティブの更新 • Oct 08

Digital Transformation And European Expansion Will Unlock Future Potential

The analyst price target for KBC Group has been increased from €102.96 to €104.83, reflecting modest upward revisions by analysts. These revisions are driven by improvements in forecast revenue growth and profit margins.
ナラティブの更新 • Sep 19

Digital Transformation And European Expansion Will Unlock Future Potential

Analysts have raised KBC Group’s price target to €102.96, citing improving earnings momentum, robust capital generation, better asset quality, and operational efficiency amid a supportive macro environment. Analyst Commentary Bullish analysts cite improving earnings momentum and ongoing revenue growth as key drivers behind upward price target revisions.
ナラティブの更新 • Sep 04

Digital Transformation And European Expansion Will Unlock Future Potential

Analysts maintain a positive view on KBC Group due to robust earnings growth, resilient operations, and attractive valuation, resulting in an unchanged consensus price target of €100.84. Analyst Commentary Bullish analysts cite stronger-than-expected earnings growth and operational resilience despite macroeconomic headwinds.
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新しいナラティブ • Nov 07

AI And Mobile App Transformation Set To Boost Productivity And Drive Revenue Growth

Digital transformation initiatives and strong market positioning could enhance productivity, sales, and revenue, improving net margins and interest income.

業績と収益の成長予測

ENXTBR:KBC - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202815,3904,824N/AN/A10
12/31/202714,4454,388N/AN/A10
12/31/202613,5043,932N/AN/A10
3/31/202612,1103,454-10,502-9,099N/A
12/31/202511,9253,4512,8354,201N/A
9/30/202511,8153,6013,1354,508N/A
6/30/202511,5483,4676,2467,624N/A
3/31/202511,1263,393-1,611-238N/A
12/31/202410,9403,3318,4809,848N/A
9/30/202410,8352,892-15,445-14,159N/A
6/30/202410,7882,901-19,837-18,597N/A
3/31/202410,8452,9422,9834,294N/A
12/31/202311,2393,338-21,549-20,194N/A
9/30/202310,8553,399-8,925-7,581N/A
6/30/202310,5913,274-15,288-14,040N/A
3/31/202310,3143,198-29,086-28,098N/A
12/31/20229,7322,7689,87410,791N/A
9/30/20229,4012,704-4,706-3,961N/A
6/30/20228,9352,553-2,411-1,627N/A
3/31/20228,4012,45912,48513,365N/A
12/31/20217,9052,56413,13314,043N/A
9/30/20217,6872,43930,94331,873N/A
6/30/20217,5582,53551,72952,681N/A
3/31/20216,7691,95251,61552,599N/A
12/31/20206,1221,39025,41626,369N/A
9/30/20206,3401,55425,49426,901N/A
6/30/20206,2931,46919,19620,527N/A
3/31/20206,9772,005-9,130-7,894N/A
12/31/20197,4072,433N/A-2,462N/A
9/30/20197,2292,345N/A-19,899N/A
6/30/20197,3492,434N/A-15,724N/A
3/31/20197,3932,369N/A-13,764N/A
12/31/20187,5552,494N/A-7,962N/A
9/30/20187,5692,279N/A4,404N/A
6/30/20187,5562,269N/A2,297N/A
3/31/20187,6892,442N/A15,041N/A
12/31/20177,6612,523N/A12,863N/A
9/30/20177,7042,809N/A8,414N/A
6/30/20177,5242,747N/A11,838N/A
3/31/20177,2902,613N/A7,942N/A
12/31/20167,0352,375N/A2,970N/A
9/30/20166,6361,553N/A-1,747N/A
6/30/20166,6221,524N/A-5,332N/A
3/31/20166,6671,469N/A290N/A
12/31/20156,7871,587N/A1,140N/A
9/30/20156,9991,833N/A-5,424N/A

アナリストによる今後の成長予測

収入対貯蓄率: KBCの予測収益成長率 (年間10% ) は 貯蓄率 ( 2.4% ) を上回っています。

収益対市場: KBCの収益 ( 10% ) Belgian市場 ( 13.8% ) よりも低い成長が予測されています。

高成長収益: KBCの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: KBCの収益 ( 7.7% ) Belgian市場 ( 7.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: KBCの収益 ( 7.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KBCの 自己資本利益率 は、3年後には低くなると予測されています ( 16.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 20:37
終値2026/07/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

KBC Group NV 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
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