Intesa Sanpaolo (OTCMKTS:ISNPY) Hits New 52-Week High – Still a Buy?

Shares of Intesa Sanpaolo SpA (OTCMKTS:ISNPY) hit a new 52-week high during mid-day trading on Tuesday . The stock traded as high as $43.2699 and last traded at $42.76, with a volume of 7162 shares. The stock had previously closed at $42.34.

Key Intesa Sanpaolo News

Here are the key news stories impacting Intesa Sanpaolo this week:

• Positive Sentiment: Record results and big shareholder returns — Intesa reported a record net profit for 2025 and management signalled a plan to return about €50 billion to shareholders via dividends and buybacks, while guiding to ~€10bn net income in 2026 and higher further out. Intesa Sanpaolo’s Record Year and Bold Payout Plan
• Positive Sentiment: Ambitious 2026–29 business plan — the group unveiled a new plan targeting sustainable ROE >20%, a technology- and fee-driven model, confirmation of a Zero‑NPL profile and a stated goal of €11.5bn peak profit in the plan horizon. These targets support the case for continued capital generation and high distributions. Intesa Sanpaolo presents its 2026–2029 Business Plan
• Neutral Sentiment: CEO stability and strategic posture — CEO Carlo Messina said he is willing to serve another mandate and downplayed competitor consolidation risks, which supports continuity of strategy but is not an immediate earnings driver. Intesa CEO says he is fit enough to do another mandate
• Neutral Sentiment: Growth approach — management says future international expansion will favour distribution networks and partnerships over large bank acquisitions, signalling a lower‑risk expansion path but slower inorganic growth. Messina: No deal with Generali; growth abroad via networks
• Negative Sentiment: Restructuring costs and provisioning — the plan includes job cuts and the bank said it will set aside cash for impairments and staff-related costs even as it boosts payouts, which could weigh on near-term earnings and create one‑off charges. Italy’s Intesa targets higher 2026 profit after beating forecast
• Negative Sentiment: Payout intensity risk — the plan’s very high payout guidance (up to ~95% in some communications) boosts near‑term shareholder returns but could limit capital flexibility if macro or credit conditions deteriorate. Intesa ready to distribute €50bn to shareholders

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Zacks Research cut Intesa Sanpaolo from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 5th. Royal Bank Of Canada started coverage on shares of Intesa Sanpaolo in a report on Wednesday, October 15th. They issued a “moderate buy” rating for the company. Citigroup reaffirmed a “buy” rating on shares of Intesa Sanpaolo in a report on Monday, January 5th. Keefe, Bruyette & Woods cut shares of Intesa Sanpaolo from a “moderate buy” rating to a “hold” rating in a research report on Friday, November 14th. Finally, Morgan Stanley restated an “overweight” rating on shares of Intesa Sanpaolo in a research report on Monday, November 24th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy”.

Intesa Sanpaolo Trading Up 0.9%

The business has a fifty day moving average of $41.10 and a 200-day moving average of $39.23. The company has a market cap of $124.07 billion, a PE ratio of 12.72, a P/E/G ratio of 1.07 and a beta of 0.74.

Intesa Sanpaolo Dividend Announcement

The business also recently disclosed a dividend, which was paid on Monday, December 8th. Shareholders of record on Tuesday, December 2nd were given a dividend of $0.9325 per share. This represents a yield of 445.0%. The ex-dividend date of this dividend was Monday, December 1st. Intesa Sanpaolo’s payout ratio is presently 55.65%.

Intesa Sanpaolo Company Profile

Intesa Sanpaolo is an Italian banking group formed in 2007 through the merger of Banca Intesa and Sanpaolo IMI. The group is one of Italy’s largest financial institutions, serving a wide range of clients from individual retail customers to large corporations and institutional investors. Its long heritage traces to several regional banks and savings institutions that became part of the consolidated group, giving it a prominent role in the Italian financial system.

The company operates across multiple business lines, including retail banking (current accounts, deposits, mortgages and consumer loans), corporate and investment banking (cash management, lending, capital markets and advisory), private banking and wealth management, asset management and insurance.