Reported Earnings • May 02
First quarter 2026 earnings released: EPS: €2.15 (vs €1.80 in 1Q 2025) First quarter 2026 results: EPS: €2.15 (up from €1.80 in 1Q 2025). Revenue: €3.50b (up 29% from 1Q 2025). Net income: €878.5m (up 28% from 1Q 2025). Profit margin: 25% (in line with 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 27
Full year 2025 earnings released: EPS: €9.04 (vs €7.20 in FY 2024) Full year 2025 results: EPS: €9.04 (up from €7.20 in FY 2024). Revenue: €11.2b (up 3.6% from FY 2024). Net income: €3.51b (up 17% from FY 2024). Profit margin: 31% (up from 28% in FY 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Feb 27
Erste Group Bank AG announces Annual dividend, payable on April 24, 2026 Erste Group Bank AG announced Annual dividend of EUR 0.7500 per share payable on April 24, 2026, ex-date on April 22, 2026 and record date on April 23, 2026. 공시 • Dec 09
Erste Group Bank AG, Annual General Meeting, Apr 17, 2026 Erste Group Bank AG, Annual General Meeting, Apr 17, 2026. 공시 • Oct 03
Erste Group Bank AG (WBAG:EBS) agreed to acquire an additional 5.40% stake in ERSTE d.o.o. - drustvo za upravljanje obveznim i dobrovoljnim mirovinskim fondovima from Zavarovalnica Triglav, d.d. (LJSE:ZVTG). Erste Group Bank AG (WBAG:EBS) agreed to acquire an additional 5.40% stake in ERSTE d.o.o. - drustvo za upravljanje obveznim i dobrovoljnim mirovinskim fondovima from Zavarovalnica Triglav, d.d. (LJSE:ZVTG) on October 1, 2025. The deal will lift Erste Group Bank AG's direct and indirect holding in ERSTE d.o.o. to 50.6%, making it the majority shareholder through its Erste&Steiermaerkische Bank and Steiermaerkische Bank und Sparkassen AG. ERSTE d.o.o. has more than 550,000 members.
The deal is subject to regulatory approvals. Reported Earnings • Aug 03
Second quarter 2025 earnings released: EPS: €2.25 (vs €1.98 in 2Q 2024) Second quarter 2025 results: EPS: €2.25 (up from €1.98 in 2Q 2024). Revenue: €2.77b (up 2.6% from 2Q 2024). Net income: €921.0m (up 8.9% from 2Q 2024). Profit margin: 33% (up from 31% in 2Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Banks industry in Italy. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • May 13
Dividend increased to €3.00 Dividend of €3.00 is 11% higher than last year. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 4.2%, which is lower than the industry average of 5.8%. Sustainability & Growth Dividend is well covered by earnings (42% payout ratio) and is expected to be well covered in 3 years' time (45% forecast payout ratio). The dividend has increased by an average of 22% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • Apr 28
Erste Group Weighs Buying 49% of Santander’s Polish Unit Erste Group Bank AG (WBAG:EBS) is exploring buying a major stake in Banco Santander, S.A. (BME:SAN)’s Polish unit, seizing an opportunity to expand in one of Europe’s fastest-growing markets. Austria’s largest lender is in talks with the Spanish bank about acquiring 49% of Santander Bank Polska S.A. (WSE:SPL), Erste said in a statement April 28, 2025 that confirmed an earlier Bloomberg News report. The stake is valued at around €7.3 billion ($8 billion) based on the most recent stock price. It’s not clear if the talks will lead to an agreement, Erste said. A spokesperson for Santander didn’t respond to an earlier request for comment. Under the proposed terms, Erste would effectively gain control of the Polish lender as its largest single shareholder despite not having a majority holding, people familiar with the matter said. By buying less than 50%, Erste will avoid triggering a mandatory tender for the remaining shares in the bank. A deal between Vienna-based Erste and Spain’s biggest bank would be one of the largest banking transactions in Europe in recent years. Bloomberg reported in early April that Banco Santander was exploring a sale of its 62% stake in its Polish unit to refocus on other markets. The deal would deliver on Erste Group Chief Executive Officer Peter Bosek’s ambitions to expand into Poland, made after his return to Vienna last year from Luminor Group. Any transaction would require regulatory approval from the European Central Bank and the national banking authorities. That would likely be granted given that it is an deal within the European Union and wouldn’t create a dominant market position or any other distortions, some of the people said. 공시 • Mar 23
Erste Group Bank AG announces Annual dividend, payable on May 28, 2025 Erste Group Bank AG announced Annual dividend of EUR 3.0000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025. 공시 • Dec 02
Erste Group Bank AG, Annual General Meeting, May 21, 2025 Erste Group Bank AG, Annual General Meeting, May 21, 2025. 공시 • Oct 28
Erste Group Bank AG to Report Q1, 2025 Results on Apr 30, 2025 Erste Group Bank AG announced that they will report Q1, 2025 results on Apr 30, 2025