BIRG
Bank of Ireland Group plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
EUR 17.13
Buy <=wait / entry
EUR 14.20
Trim >=take some off
EUR 17.80
Thesis breakA confirmed miss against the EUR 3.3 billion-plus 2026 net interest income guidance...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 18% | 100 / 100 | 18.0 |
| Base case | 52% | 62 / 100 | 32.2 |
| Bear case | 30% | 10 / 100 | 3.0 |
| Weighted conviction | 53 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Strong Q1 2026 performance with loan growth and asset quality
- Reaffirmation of 2026 guidance and financial targets
- Cash dividend of EUR 0.45