Erste Group shares jump after Q3 beat, outlook boost

Erste Bank AG

31/10/2025 08:04

** Shares in Erste Group ERST.VI rise 3.2% after the Austrian banking group raised its outlook for the 2025 financial year and beat market expectations for its Q3 results on Friday

** Analysts at JPMorgan expect the shares to outperform peers after "very strong" Q3 operational results

** Net income 8% ahead of consensus and operating income 2% ahead, driven by net interest income at 3% ahead, J.P.Morgan points out

** JPM highlights the improved CET1 ratio, up almost 80 bps from last quarter to 18.2% and allowing for a 2025 guidance hike for the CET1 ratio to above 18.5%

** Stifel also notes the increased guidance for net interest income, now expected to increase by more than 2% versus earlier guidance of a slight increase

** Up to the previous session's close, shares were up 42.6%​ YTD

 (Reporting by Bernadette Hogg)

 ((bernadette.hogg@thomsonreuters.com))