Intesa Sanpaolo stock gains on BMPS takeover support
Published on 09/02/2026 at 17:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Intesa Sanpaolo stock (IT0005239360) traded at EUR 6.67 on September 2, 2026, after market reports said the bank's Monte dei Paschi di Siena offer faces no expected impact from Consob requests or defense bids. Oddo BHF also kept an outperform view and raised its target to EUR 7.70 from EUR 7.60.
BMPS offer stays in view
Reuters reported on September 1, 2026, that Intesa sees no impact on its MPS takeover offer from Consob requests or defense bids. The same Reuters report said the bank is pursuing a EUR 35 billion cash-and-share buyout scheme unveiled in June, while MPS in August outlined counterbids worth EUR 36 billion in total.
That leaves the deal arithmetic at the center of the story. For investors, the relevant comparison is clear: EUR 35 billion versus EUR 36 billion, with the market now pricing Intesa at about EUR 6.67.
Targets and consensus
On September 2, 2026, MarketScreener reported that Oddo BHF repeated its outperform call, lifted its target to EUR 7.70 from EUR 7.60, and showed a mean analyst consensus of BUY with 13 analysts and an average target price of EUR 7.155. The same page showed a last close of EUR 6.668 and a 5-day change of minus 2.74 percent.
That target now sits about 15.5 percent above the last close of EUR 6.668, which gives the stock a clear reference point. A first.
How the MPS bid shapes Intesa Sanpaolo
The deal path matters more than broad banking chatter, because the current price, the EUR 35 billion bid and the EUR 7.70 target all point to the same catalyst.
Private banking remains a key engine
Intesa's private banking arm is still relevant to the equity story because the company name also appears in the ownership trail of a large UnitedHealth filing, while the bank itself remains a major regional lender in Italy. That mix of retail banking, fee income and deal headlines keeps the stock tied to both flow and credit perception.
Price near the recent close
Intesa Sanpaolo stock was quoted at EUR 6.67 on September 2, 2026, with MarketScreener showing a last close of EUR 6.668 and Borsa Italiana real-time data time-stamped at 04:41:24 EDT. The stock therefore sits below the EUR 7.155 average target and below Oddo BHF's EUR 7.70 target.
Intesa Sanpaolo snapshot
- Company: Intesa Sanpaolo S.p.A.
- ISIN: IT0005239360
- Ticker: ISP
- Trading venue: Borsa Italiana
- Price (as of September 2, 2026): EUR 6.67
- Market capitalization: EUR 116.513 billion
- Sector / Industry: Financials / Banks - Regional
- Index membership: FTSE MIB
