Banca Generali S.p.A.

BIT:BGN 株式レポート

時価総額：€7.5b

Banca Generali 将来の成長

Future 基準チェック /16

Banca Generali利益と収益がそれぞれ年間1.4%と3.8%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25.4% 0.7%なると予測されています。

主要情報

1.4%

収益成長率

0.71%

EPS成長率

Capital Markets 収益成長1.2%
収益成長率3.8%
将来の株主資本利益率25.45%
アナリストカバレッジ

Good

最終更新日14 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 05

BGN: Updated Margin And P/E Assumptions Will Support 2026 Undervaluation View

Analysts have lifted their price target for Banca Generali from about €61.81 to roughly €62.68, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News No recent company specific news items, periodical coverage or key developments were provided for Banca Generali.
ナラティブの更新 • Apr 26

BGN: NII Guidance And Margin Assumptions Will Support 2026 Undervaluation View

Analysts have raised their price target on Banca Generali to €61.81 from €61.45, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations following recent research updates from the Street. Analyst Commentary Bullish Takeaways Bullish analysts interpret the higher price target as support for Banca Generali's current P/E assumptions, suggesting the stock still aligns with their earnings outlook after recent research updates.
ナラティブの更新 • Apr 12

BGN: NII Guidance And 2026 Earnings Framework Will Support Undervaluation View

Analysts have trimmed their fair value estimate for Banca Generali from €62.08 to €61.45. This reflects updated views on discount rate assumptions and future P/E levels after recent mixed rating and price target changes from the Street.
ナラティブの更新 • Mar 28

BGN: 2026 Results And NII Guidance Will Underpin Upgraded Undervaluation View

Analysts have lifted their price target on Banca Generali by €5.20, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E. These changes support a slightly more constructive view on the shares.
ナラティブの更新 • Mar 12

BGN: Upcoming 2026 Results Will Clarify Upgraded Guidance And Undervaluation

Analysts have raised their price target on Banca Generali by €5.20, citing a refreshed view on valuation assumptions and recent research updates that balance earlier caution with a more constructive stance. Analyst Commentary Recent research on Banca Generali reflects a mix of optimism and caution, with upgrades and price target revisions arriving in quick succession alongside a downgrade.
ナラティブの更新 • Feb 26

BGN: Future Board Decisions Will Test Upgraded Earnings Guidance And Perceived Undervaluation

Narrative Update Analysts now see fair value for Banca Generali edging up from about €61.23 to roughly €62.08. They cite updated assumptions on revenue growth, profit margins, discount rate and future P/E as they refresh their price targets following recent rating and target changes.
ナラティブの更新 • Feb 10

BGN: Future Board Decisions And Execution Risks Will Shape Fairly Balanced Upside

Analysts have lifted their fair value estimate for Banca Generali from €59.69 to €61.23, citing updated assumptions for discount rates, long term revenue growth, profit margins and future P/E multiples reflected in recent Street research. Analyst Commentary Recent Street research on Banca Generali presents a mix of optimism on valuation support and caution around execution risks, which helps explain the revised fair value estimate.
ナラティブの更新 • Jan 26

BGN: Partnership Revenues And Execution Risks Will Shape Future Upside Balance

Analysts have nudged their fair value estimate for Banca Generali from about €57.31 to roughly €59.69 per share. This reflects updated assumptions on discount rates, revenue growth, margins and future P/E following recent rating changes and expectations for additional revenues from the Alleanza partnership.
ナラティブの更新 • Jan 11

BGN: Partnership Revenues And Stable Income Will Shape Measured Upside Case

Analysts have nudged their price target for Banca Generali higher to around €56.90, citing the potential for over 10% valuation upside from additional revenues linked to the Alleanza partnership and modest tweaks to the discount rate and forward P/E assumptions. Analyst Commentary Recent Street research has focused on how the updated price target of €56.90 reflects both the expected contribution from the Alleanza partnership and some fine tuning of valuation inputs, such as the discount rate and forward P/E assumptions.
ナラティブの更新 • Dec 25

BGN: Alleanza Partnership And Stable Income Will Support Measured Upside Outlook

Analysts have raised their price target on Banca Generali to EUR 56.90 from EUR 51.40, citing expectations that additional revenues from the Alleanza partnership could unlock over 10% valuation upside. Analyst Commentary Analysts largely view the upgrade and higher price target as a positive reflection of Banca Generali's earnings momentum and improved growth visibility stemming from the Alleanza partnership.
ナラティブの更新 • Dec 11

BGN: Alleanza Partnership And Stable Income Will Shape Balanced Future Outlook

Analysts have modestly raised their price target for Banca Generali to approximately EUR 57.30 from EUR 56.60, citing anticipated revenue uplift from the Alleanza partnership, which they say could unlock more than 10 percent valuation upside. Analyst Commentary Recent research updates highlight a more constructive stance on Banca Generali, with bullish analysts pointing to the Alleanza partnership as a key catalyst for revenue and earnings growth that is not yet fully reflected in the share price.
ナラティブの更新 • Nov 27

BGN: Alleanza Partnership Integration Will Influence Outlook Amid Measured Market Risks

Analysts have raised their price target for Banca Generali from €56.10 to €56.60, citing improved revenue outlook and enhanced valuation expectations following recent strategic developments. Analyst Commentary Recent analyst updates on Banca Generali reflect heightened optimism regarding the company’s strategic execution and growth prospects.
ナラティブの更新 • Nov 07

BGN: Partnership Integration And Revenue Outlook Will Shape Next Phase

Analysts have raised their price target for Banca Generali from €53.51 to €56.10. They cite increased revenue projections and a stronger profit margin outlook as drivers behind their more optimistic valuation.
ナラティブの更新 • Sep 05

Generali And Alleanza Partnership Will Reinvent Wealth Management Landscape

As there were no notable changes in Banca Generali’s key valuation metrics, with the discount rate and future P/E both remaining effectively unchanged, the consensus analyst price target was maintained at €53.51. What's in the News Banca Generali commenced a share buyback program, authorized to repurchase up to 390,780 shares (0.35% of issued capital) for €56.2 million, to support a long-term incentive plan and remuneration policies, with validity of 18 months.
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新しいナラティブ • Feb 09

Acquisition Of Intermonte Will Broaden Service Offerings And Strengthen Competitive Position

Strategic acquisition of Intermonte drives revenue growth by expanding services and capturing more value chain.

業績と収益の成長予測

BIT:BGN - 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
12/31/20281,154472N/AN/A6
12/31/20271,098449N/AN/A6
12/31/20261,052433N/AN/A6
3/31/20261,031462N/AN/AN/A
12/31/20251,002446-1,560-1,533N/A
9/30/2025992407N/AN/AN/A
6/30/2025973392-1,654-1,630N/A
3/31/2025991420N/AN/AN/A
12/31/2024999431-194-170N/A
9/30/2024939410N/AN/AN/A
6/30/20249063911,2871,313N/A
3/31/2024866365N/AN/AN/A
12/31/20238023261,7831,811N/A
9/30/2023768313N/AN/AN/A
6/30/2023723257751772N/A
3/31/2023678228N/AN/AN/A
12/31/2022643213-1,987-1,967N/A
9/30/2022571208N/AN/AN/A
6/30/2022608264-1,566-1,550N/A
3/31/2022638256N/AN/AN/A
12/31/2021718323-1,357-1,342N/A
9/30/2021795350N/AN/AN/A
6/30/2021763333-1,694-1,679N/A
3/31/2021703331N/AN/AN/A
12/31/2020632275-417-402N/A
9/30/2020625272N/AN/AN/A
6/30/2020612271-376-364N/A
3/31/2020616285N/AN/AN/A
12/31/2019586272N/A-2,014N/A
9/30/2019545240N/AN/AN/A
6/30/2019516220N/A-1,681N/A
3/31/2019488198N/AN/AN/A
12/31/2018465180N/A-739N/A
9/30/2018486193N/AN/AN/A
6/30/2018476189N/A-1,018N/A
3/31/2018483197N/AN/AN/A
12/31/2017488204N/A-408N/A
9/30/2017405185N/AN/AN/A
6/30/2017430197N/A-360N/A
3/31/2017427183N/AN/AN/A
12/31/2016402156N/A-863N/A
9/30/2016420156N/AN/AN/A
6/30/2016370131N/A-416N/A
3/31/2016448140N/AN/AN/A
12/31/2015459204N/A-1,375N/A
9/30/2015447192N/AN/AN/A
6/30/2015476212N/A-1,623N/A

アナリストによる今後の成長予測

収入対貯蓄率: BGNの予測収益成長率 (年間1.4% ) は 貯蓄率 ( 3.3% ) を下回っています。

収益対市場: BGNの収益 ( 1.4% ) Italian市場 ( 11.1% ) よりも低い成長が予測されています。

高成長収益: BGN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: BGNの収益 ( 3.8% ) Italian市場 ( 6% ) よりも低い成長が予測されています。

高い収益成長: BGNの収益 ( 3.8% ) 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: BGNの 自己資本利益率 は、3年後には高くなると予測されています ( 25.4 %)

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2026/06/24 18:01
終値2026/06/24 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。

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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

Banca Generali S.p.A. 6 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。12

アナリスト機関
Enrico EspostiBanca Akros S.p.A. (ESN)
Gabriele VenturiBanca Akros S.p.A. (ESN)
Giorgia ArianoBanca Akros S.p.A. (ESN)