Aug 6 2026
Financials
Recent Research
AIB Group, H1 26: good activity levels
Jul 30 2026
Irish banks, H1 2026: cutting through the noise
Jul 15 2026
Meet your Financials Research team
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...
XPS Group
Modest forecast upgrades; reiterate ‘Outperform’ with revised price target
Following strong FY results and the strategic acquisition of Austin Professional Resourcing LLP (APR), we update our forecasts and reiterate our ‘Outperform’ rating. Higher revenue...
Irish banks
Banks monthly: Capital - strong growth, returns and insulation
In recent years, Irish banks have delivered attractive organic capital generation, above that of European peer levels. Sustainable capital generation is key to increased capital returns,...
XPS Group
APR acquisition; expanding capabilities into general insurance market
This morning XPS Group announced the acquisition of Austin Professional Resourcing LLP (APR). The acquisition expands XPS’ capabilities and accelerates diversification into the general...
