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Intesa Sanpaolo Unveils 2026–2029 Plan With €50 Billion Payout and Shift to Fee Businesses

A pivot toward fee income with technology-driven efficiency underpins targets set as rate tailwinds fade.

Overview

  • The bank reported €9.321 billion net profit for 2025, set about €10 billion for 2026, and targets at least €11.5 billion by 2029.
  • Shareholder returns are guided at roughly €50 billion over 2025–2029 with a 95% annual payout, including €6.5 billion in dividends on 2025 results and an ECB‑approved €2.3 billion buyback starting in July.
  • The strategy emphasizes wealth management and bancassurance, with revenues projected at €30.7 billion and net commissions at €11.6 billion by 2029 while preserving a CET1 ratio around 13.2%.
  • The workforce plan foresees about 12,400 exits by 2029, including roughly 9,750 in Italy, alongside approximately 6,300 hires of young staff in Italy by 2030.
  • Digital growth includes launching isywealth Europe and expanding Isybank to add around one million customers by 2029, as CEO Carlo Messina downplays competitive threats linked to an MPSGenerali axis.