Poste Italiane raises TIM stake while Poste Italiane stock sits 16.11 percent below its high

Published on 10/07/2026 at 09:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Equita set a EUR 31.00 target on September 10, 2026. Poste Italiane stock costs EUR 24.73 on October 7, 2026 after EUR 24.68, plus 0.20 percent.

Editorial-Foto eines Börsenparketts mit Kursbildschirmen für Logistik- und Bankensektor — Poste Italiane S.p.A. (IT0003796171) notiert an der Börse, dargestellt durch dieses editoriale Trading-Floor-Motiv, Illustration mit AI erstellt.

Poste Italiane stock (ISIN IT0003796171) was trading at EUR 24.73 at Lang & Schwarz on October 7, 2026 at 9:13 a.m. CEST, plus 0.20 percent versus the prior close of EUR 24.68. As Il Sole 24 ORE reported on October 1, 2026, Poste Italiane increased its Telecom Italia stake from 85.82 percent to 86.952 percent. The price is 16.11 percent below the EUR 29.48 52-week high.

Telecom Italia stake reaches 86.952 percent

The increase followed purchases of Telecom Italia shares on the Milan Stock Exchange, according to Il Sole 24 ORE on October 1, 2026. Poste bought at prices below EUR 6.65 per Telecom Italia share, while the transaction terms included EUR 1.97 in cash and 0.218 newly issued Poste shares per tendered TIM share.

The 90 percent threshold remains the strategic reference point for a possible squeeze-out and delisting. The legal restriction described by Il Sole 24 ORE limits purchases below EUR 6.65 for six months, making the route to 90 percent dependent on future market conditions.

Equita sees EUR 31.00 target

Teleborsa reported on September 10, 2026 that Equita raised its Poste Italiane target from EUR 27.40 to EUR 31.00 and retained a Buy rating. The target lies 25.44 percent above the Lang & Schwarz price of EUR 24.73.

The broker also estimated 2029 net profit at EUR 4.3 billion and identified EUR 700.0 million in annual synergies from a full Telecom Italia integration. Those figures are forward estimates rather than reported results, so execution and regulatory approvals remain central to the valuation case.

First-half revenue reaches EUR 6.8 billion

For the first half of 2026, Poste Italiane reported revenue of EUR 6.8 billion, adjusted operating profit of EUR 1.8 billion and net profit of EUR 1.2 billion, with growth of 5.9 percent, 7.0 percent and 4.0 percent respectively, according to Rankia. The company confirmed 2026 guidance of EUR 13.5 billion revenue, EUR 3.4 billion adjusted operating profit and EUR 2.3 billion net profit.

November results set the next test

Poste Italianes investor calendar lists approval of the interim report for the period ended September 30, 2026, on November 11, 2026, followed by the third-quarter and nine-month results presentation on November 12, 2026, via its investor-relations page. For the stock, that release should put the TIM integration narrative alongside the companys operating trajectory.

Stock remains below its yearly high

At Lang & Schwarz, Poste Italiane was trading at EUR 24.73 on October 7, 2026 at 9:13 a.m. CEST, plus 0.20 percent versus the prior close of EUR 24.68. The further course of trading is shown by the continuously updated real-time quote of Poste Italiane stock.