Analyst Manuela Meroni from Intesa Sanpaolo maintained a Buy rating on Banca Ifis SPA and increased the price target to €27.60 from €25.50.
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Manuela Meroni has given his Buy rating due to a combination of factors, including the expectation that 2026 will be a transition year with a slower first half and a stronger recovery later as integration and restructuring benefits materialize. She highlights that the integration of illimity is advancing according to plan, with key milestones already achieved in IT, human resources and commercial platforms, and further execution steps scheduled for the second half of 2026.
Moreover, her projections show a steady increase in net profit from 2026 through 2028, alongside improving profitability metrics and a solid capital position, with the CET1 ratio expected to remain around 13.5%. On top of this, she underlines that the stock offers a dividend yield above 10% and that the new target price of EUR 27.6 still implies an appealing valuation, reinforcing her positive view and justifying the confirmation of the Buy recommendation.
0NBX’s price has also changed slightly for the past six months – from EUR23.220 to EUR22.240, which is a -4.22% drop .