Nordea Bank Abp reported its second‑quarter 2026 results on 16 July 2026. Operating profit reached €1.61 bn, exceeding the Factset consensus of €1.57 bn. The beat was supported by net trading income of €281 m versus the €257 m forecast and net fee and commission income of €880 m versus €863 m expected. Total revenue was €3.03 bn, above the €2.98 bn consensus. Net interest income fell 1% year‑on‑year to €1.78 bn, missing the €1.79 bn estimate, though it rose 1% quarter‑on‑quarter. Operating expenses were €1.36 bn, in line with consensus, and net loan losses amounted to €61 m, above the €49 m consensus. Nordea lifted its 2026 cost‑to‑income ratio outlook (excluding regulatory fees) to a range of 44‑45%, from the prior around 45%, while keeping its return‑on‑equity target of greater than 15% unchanged. The board approved a mid‑year dividend of €0.34 per share, representing roughly 50% of the group’s net profit for the first half of 2026; the record date is 6 August and payment is scheduled for 13 August or shortly thereafter. This dividend is the first installment of a two‑part distribution under a policy that targets a 60‑70% payout ratio for full‑year profit. Return on equity for the quarter was 15.9%, diluted earnings per share were €0.36, up 3% year‑on‑year, and the cost‑to‑income ratio improved to 44% from 45.1% a year earlier. The Common Equity Tier 1 capital ratio stood at 15.7% at quarter‑end. President and Group CEO Frank Vang‑Jensen said the quarter was “yet another strong quarter for Nordea” and expressed confidence heading into the second half of the year.
Nordea Q2 Profit Beats Forecast, €1.61bn
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