BIRG
Bank of Ireland Group plc
BLOCKED - NOT ACTIONABLEMethodology gate: buy_preconditions_failed
Position levels
Currenttoday
EUR 19.20
Buy <=wait / entry
EUR 16.65
Trim >=take some off
EUR 20.75
Thesis breakA formal suspension of capital distributions because of capital weakness, or rep...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 40% | 100 / 100 | 40.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 10% | 10 / 100 | 1.0 |
| Weighted conviction | 64 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Upgraded NII guidance to ~EUR 3.4bn for 2026, >EUR 3.6bn for 2027 and >EUR 3.85bn for 2028
- EUR 1.2 billion 2025 shareholder distribution comprising EUR 0.70 ordinary dividend and EUR 530 million share buyback
- Irish loans and deposits rose 6%, group fee income up 7%, AUM hit record EUR 60 billion