Feb 24 2026
Financials
Recent Research
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IRES REIT
Acquisition of 77 apartments
IRES has announced the forward purchase of 77 new high quality apartments in Naas for €31.75m. Practical completion is expected in Q4 2026. This recycles the proceeds of its disposal...
Banks
January mortgage approvals: slowdown in activity
January mortgage approvals weakened, reflecting ongoing supply constraints in the housing market. Softer first‑time buyer (FTB) and mover purchase activity led the decline, with...
Irish banks
Banks monthly: well set for FY 2025 results
The set-up for Irish banks remains very attractive. Growth in domestic loans and deposits is above eurozone trends and will support earnings growth and capital generation in the coming...
Banks
Bank of Ireland pay agreement; Central Bank of Ireland mandate
Bank of Ireland’s (BIRG) pay agreement is broadly in-line with that of AIB Group (AIBG), with a mix of baseline and performance-related increases. It continues to illustrate the...
IRES REIT
FY2025 results above forecast with a strong outlook
IRES’ FY2025 EPRA EPS was 5.6c, which is slightly above our forecast, helped by margin expansion. EPRA NTA/share of 132.2c and all other key metrics were also above forecast. NTA...
Bank of Ireland
Exit from US Leveraged Acquisition Finance book
The exit from its US Leveraged Acquisition Finance (LAF) business is the latest instance of portfolio management by Bank of Ireland (BIRG). With Irish growth opportunities continuing to...
Banks
AIBG pay deal; Savings and Investment Union
AIB Group’s (AIBG) 2026 pay agreement is in line with our expectations – less than €2bn operating expenses for 2026 will require reductions in staffing levels and other expenses to be...
Banks
Avant begins roll out of deposit offerings
Bankinter continues to expand its Irish presence with the public launch of two deposit products, but it still appears to be in test phase given current accounts and regular savings...
Irish banks
Positive liability dynamics
We retain a constructive outlook on the Irish banks into 2026. The Irish economy is set for ongoing growth, while bank balance sheets are also well primed. In the report, we assess the...
Banks
Q4 mortgage drawdowns: further growth in market
2025 marked another year of growth in the Irish mortgage market. There are three factors at play. Ongoing increases in average mortgage size as the constraints of the housing...
