Intesa Sanpaolo: Strong Earnings Supported By Robust Fundamentals

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Skip to contentHome page Seeking Alpha - Power to InvestorsJan. 02, 2026 4:14 AM ETIntesa Sanpaolo S.p.A. (ISNPY) Stock, IITSF StockMare Evidence Lab5.92K FollowersCommentsIntesa Sanpaolo remains a buy, supported by strong earnings, capital returns, and a robust strategic outlook.The bank is set to unveil a new business plan in February 2026, with expectations for shareholder returns.Beyond core banking, upside comes from wealth management fee growth, continued strength in IMI investment banking, and the expansion potential of the in-house digital bank.On our numbers, profits approach €10bn+, supporting a ~7% dividend yield and scope for a further buyback. We remain buyers.massimo1g/iStock Editorial via Getty ImagesFollowing several quarters without dedicated follow-up, we are revisiting Intesa Sanpaolo (ISNPY) (IITSF). Here at the Lab, we continue to cover EU banks, and 2025 has been a standout year. Indeed, the EU sector earningsThis article was written byMare Evidence Lab5.92K FollowersBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ISNPY, IITSF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.