Aug 13 2026
Financials
Recent Research
Banks, Bankinter’s patient plan for Ireland
Aug 10 2026
AIB Group, Model update post H1 results
Aug 6 2026
AIB Group, H1 26: good activity levels
Jul 30 2026
Meet your Financials Research team
FBD Holdings
Continued delivery
Since the outset of its current strategy, FBD has delivered across all fronts, growing in its targeted areas and returning very high levels of capital via dividends. This was all achieved...
Banks
Bankinter’s patient plan for Ireland
Bankinter has gained a good foothold in Ireland and is now developing a suite of deposit products to complement, and in time fund, its lending products. It is outlining a patient approach,...
FBD Holdings
Strong results on continued delivery against objectives
FBD has reported a strong outcome for H1 2026, with continued delivery against its strategic objectives. Results are well ahead of expectations, underpinned by ongoing disciplined...
AIB Group
Model update post H1 results
We update our AIB Group (AIBG) forecast model post the H1 results, with no material changes to our earnings outlook. H1 2026 provided reassurance on growth levels and competition, while...
Bank of Ireland
Model update post H1 results
We update our Bank of Ireland (BIRG) model post H1 results, with modest changes to our forecasts. H1 2026 demonstrated a business performing strongly in Ireland across key segments,...
Bank of Ireland
H1 26: bright start to strategic cycle
Six months into Bank of Ireland’s (BIRG) new strategic cycle, H1 provides tangible evidence of meaningful progress. Profits are ahead of forecast, accompanied by good activity levels and...
AIB Group
H1 26: good activity levels
While net interest income (NII) is marginally behind expectations, this is more than offset by gains in other income as earnings beat forecasts. Importantly, business activity and volumes...
Banks
Q2 mortgage drawdowns and June approvals – strong double-digit growth
Mortgage market momentum remains particularly strong, with drawdowns growing slightly ahead of expectations. First-time buyers remain the key driver of activity, supported by a...
Banks
Bankinter Q2 26 – solid Irish operations results
Bankinter reported solid Q2 2026 results for its Irish business. Lending growth was strong on a year-on-year (yoy) basis, led by strong mortgage growth in H2 25, with some moderation...
Irish banks
H1 2026: cutting through the noise
A number of assertions, even if contradictory, can be true all at once. The threat of competition for Irish banks has increased but is not evident in operating performance. Interest...
