Erste Group


Strong set of results and confirmed guidance

26/02/26 -"The group posted a strong set of quarterly results. It confirmed its 2026 guidance, which is fully in line with consensus expectations at the operating level but slightly below consensus on a ..."

Pages
63
Language
English
Published on
26/02/26
You may also be interested by these reports :
26/02/26
The increase in the SOTP is largely attributable to our decision to increase the PE (from 9x to 10x) we apply to the Portuguese division, and to a ...

26/02/26
The fourth-quarter performance was largely in line with expectations, enabling the management to confirm its guidance for the next three years. ...

26/02/26
The group posted a strong set of quarterly results. It confirmed its 2026 guidance, which is fully in line with consensus expectations at the ...

25/02/26
We have upgraded our projections on SEB after having integrated 2025 results. Much of our upgrade results from an upgrade in our macro scenario on ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO