Banca Generali

Banca Generali's stock climbed 1.1% to €66.95 after reports said Luigi Lovaglio of MPS is considering two potential extraordinary share-swap transactions, one of them with Banca Generali, as an alternative to Intesa's exchange offer. The plan has not yet been officially presented to the MPS board, but advisers to the CEO have been informed, increasing the urgency of the speculation. Banca Generali has a strong fundamental background: a record net profit of around €279m in the first half of 2026 and an upward revision of the target for net inflows to about €7.5bn, leading investors to price in a takeover probability and pushing the stock toward its 52-week high. » Mere på de.investing.com

Banca Generali reports a Q1 2026 net profit of €126.4m (+15% y/y), supported by record net inflows of €1.9bn and strong growth in assets under management (€113bn at quarter-end, €124.2bn by April). Recurring revenues and variable fees increased, with gross revenues up 11% to €347.9m, while the CET1 ratio at 16.7% and the LCR at 331% demonstrate solid capital and liquidity metrics. Strategic moves such as the acquisition of Investlinx, the integration of Intermonte and the insurbanking partnership advanced the business model. Management raised targets for 2026 and aims for net inflows of more than €6.5bn. » Mere på de.investing.com

Banca Generali posted a record 2025 net profit of €445.8m, driven by a record level of recurring revenues while performance fees fell sharply. Total assets rose to €113bn (+9%) and assets under management to €68.4bn. The bank proposes a staggered dividend of €2.90 per share (€2.20 in Q2 2026, €0.70 in Q1 2027) and expects moderate net inflow growth in 2026 with net interest income of €330–340m. Capital and liquidity ratios are well above regulatory requirements, while strategic initiatives target further growth through 2030. » Mere på de.investing.com

Banca Generali’s share plunged about 7.5% on Wednesday, despite the asset manager reporting a fourth-quarter net profit of €131.2m (consensus €99.8m) and total banking revenues of €277.7m (consensus €255.6m). For the full year, net profit rose 3% to €445.8m and assets under management reached a record €113.5bn. The bank proposed a dividend of €2.90 per share, reported a CET1 ratio of 17.1% and confirmed guidance for 2026 with net inflows of more than €6.5bn; it also expects net interest income of €330–340m and operating cost increases of 6–8% by 2026. » Mere på de.investing.com

Banca Generali posted recurring net profit of €176.3m in H1 2025, while reported net profit fell to €200.2m due to lower variable fees. Assets under management rose to €106.5bn with net inflows of €3.0bn; the CET1 ratio was 17.6% and the LCR 329%. The bank highlights strategic initiatives such as the insurebanking agreement with Alleanza (starting November 2025) and the integration of Intermonte to expand products and distribution. For 2025/2026 Banca Generali is targeting €310m in net interest income, an AM margin of 140–142 basis points and a normalization of cost growth to 6–7%. » Mere på de.investing.com