KBC Group NV

ENXTBR:KBC Voorraadrapport

Marktkapitalisatie: €45.2b

KBC Group Beheer

Beheer criteriumcontroles 3/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Johan Thijs

Algemeen directeur

€4.2m

Totale compensatie

Percentage CEO-salaris53.87%
Dienstverband CEO14yrs
Eigendom CEOn/a
Management gemiddelde ambtstermijn5yrs
Gemiddelde ambtstermijn bestuur10yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel Jun 20

Here's Why We Think KBC Group (EBR:KBC) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
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Nieuw narratief 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.

Analyse CEO-vergoeding

Hoe is Johan Thijs's beloning veranderd ten opzichte van KBC Group's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

€3b

Dec 31 2025€4m€2m

€3b

Sep 30 2025n/an/a

€4b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€4m€2m

€3b

Sep 30 2024n/an/a

€3b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€4m€2m

€3b

Sep 30 2023n/an/a

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022€3m€2m

€3b

Sep 30 2022n/an/a

€3b

Jun 30 2022n/an/a

€3b

Mar 31 2022n/an/a

€2b

Dec 31 2021€2m€1m

€3b

Sep 30 2021n/an/a

€2b

Jun 30 2021n/an/a

€3b

Mar 31 2021n/an/a

€2b

Dec 31 2020€2m€1m

€1b

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€1b

Mar 31 2020n/an/a

€2b

Dec 31 2019€2m€1m

€2b

Compensatie versus markt: De totale vergoeding ($USD 4.94M ) Johan } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Belgian markt ($USD 2.87M ).

Compensatie versus inkomsten: De vergoeding van Johan is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Johan Thijs (60 yo)

14yrs
Tenure
€4,231,896
Compensatie

Mr. Johan Thijs has been Group Chief Executive Officer and Executive Director of KBC Group NV and KBC Bank NV since May 3, 2012 and September 1, 2009 respectively and serves as it's Managing Director. He s...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Johan Thijs
Group CEO14yrs€4.23mgeen gegevens
Bartel Puelinckx
CFO & Executive Director1.7yrs€1.93mgeen gegevens
Christine Van Rijsseghem
Chief Risk Officer & Executive Director12yrs€1.84mgeen gegevens
Erik Marcel Luts
Chief Innovation Officer9yrs€1.91mgeen gegevens
Peter Andronov
Chief Executive Officer of International Markets Business Unit5yrs€1.81mgeen gegevens
David Moucheron
Chief Executive Officer of Belgium Business Unit5yrs€1.93mgeen gegevens
Ales Blazek
Chief Executive Officer of Czech Republic Business Unit4yrs€1.33mgeen gegevens
Kurt De Baenst
General Manager of Investor Relations Officeno datageen gegevensgeen gegevens
Katleen Dewaele
General Manager of Corporate & Internal Communicationno datageen gegevensgeen gegevens
Johan Thiers
Chief Financial Officer of Kbc Belgium B.U.no datageen gegevensgeen gegevens
Filip Ferrante
Senior General Manager of Corporate Sustainabilityno datageen gegevensgeen gegevens
Wilfried Kupers
Secretary to the Boardno datageen gegevensgeen gegevens
5.0yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van KBC is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Johan Thijs
Group CEO16.7yrs€4.23mgeen gegevens
Bartel Puelinckx
CFO & Executive Directorno data€1.93mgeen gegevens
Christine Van Rijsseghem
Chief Risk Officer & Executive Director12yrs€1.84mgeen gegevens
Koenraad Debackere
Independent Chairman of the Board7yrs€300.00kgeen gegevens
Frank Donck
Non-Executive Director23.1yrs€145.00kgeen gegevens
Franky Depickere
Non-Executive Director19.7yrs€282.50kgeen gegevens
Sonja De Becker
Non-Executive Director10yrs€155.00kgeen gegevens
Alain Bostoen
Non-Executive Director16.1yrs€85.00kgeen gegevens
Marc De Ceuster
Non-Executive Director3yrs€217.50kgeen gegevens
Liesbet Okkerse
Director6yrs€95.00kgeen gegevens
Erik Clinck
Director6yrs€85.00kgeen gegevens
Alicia Revuelta
Non-Executive Independent Director4yrs€165.00kgeen gegevens
10.0yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van KBC zijn ervaren en ervaren (gemiddelde ambtstermijn van 10 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/29 14:44
Aandelenkoers aan het einde van de dag2026/05/29 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

KBC Group NV wordt gevolgd door 34 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Juan Lopez CoboBanco Santander
Flora Benhakoun BocahutBarclays
Kirishanthan VijayarajahBarclays