ISNPY News and Press, Intesa Sanpaolo S.P.A. ADR Repstg Ord Shs From 03/09/23

2023-03-09 10:47:39 ET With the Federal Reserve leaning into a "higher for longer" policy, growth stocks might see a tough time ahead, given that these more speculative investments tend to underperform in times of rising interest rates. Given this scenario, defensive investors might shi...

Summary Intesa Sanpaolo overdelivered on net income in Q4 2022, as well as reaffirmed its dividend and buyback plans. Demand for the stock should remain robust at least until it goes ex-dividend on May 22, 2023. A significant increase in net interest income is expected in 2023 as th...

Summary Intesa Sanpaolo published its fourth-quarter accounts and beat consensus expectations. €5.3 billion expected as shareholders' remuneration (including dividends and buyback). At the stock price level, ISP declined for a 2023 guidance below Wall Street average forecasts. ...

Intesa Sanpaolo S.p.A. (ISNPY) Q4 2022 Earnings Conference Call February 03, 2023, 09:00 AM ET Company Participants Carlo Messina - Chief Executive Officer Conference Call Participants Giovanni Razzoli - Deutsche Bank Antonio Reale - Bank of America Azzurra...

The following slide deck was published by Intesa Sanpaolo S.p.A. in conjunction with their 2022 Q4 earnings call. For further details see: Intesa Sanpaolo S.p.A. 2022 Q4 - Results - Earnings Call Presentation

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The International Growth EAFE Strategy takes a dive...

Summary Harris Associates is an asset management firm that serves as the investment adviser to the Oakmark Funds. We are value investors. The Oakmark International Fund returned 23.0% for the quarter ended December 31. The biggest contributors to our performance during the quarter w...

Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...

Summary ISP reached €4.4 billion profits in the first nine months. A dividend payment of €0.0738 per share is expected for November end. Exposure to Russia reduced by an additional 65%. We confirm our €2.4 target price supported by accrued dividend (&#...