Latest News

Poste's 2026 profits are higher after an increase in Q4 operating results.

Poste Italiane, a state-backed financial conglomerate, forecast a slight increase in profit for 2026 after reporting stronger-than-expected quarterly operating income. It is preparing to announce a new multiyear strategy later this year.

The fourth-quarter earnings before tax and interest (EBIT), which were boosted by the insurance division, exceeded expectations. This was due to the release from a reserve.

Poste has guided for an adjusted EBIT of over 3.3 billion euro this year. JPMorgan analysts have said that the forecast was slightly higher.

Poste has also set an '2026 net profit target of 2.3 billion euro, up from 2.2 billion euro last year.

"We achieved the best results in our history", said Chief Executive Matteo Del Fante, citing the strict cost control and the strong returns on the investment portfolio.

Poste, which is almost two-thirds owned by Italy, increased its dividend by 16 percent a year to 1.6 billion euro. This amounts to an increase in the payout ratio from 70% to 73%. It promised to keep the payout ratio above 70% by 2026.

Poste's profits have more than tripled under Del Fante. A former JPMorgan banker, Del Fante has been at the helm of Poste since 2017.

Del Fante's mandate ends in April. He has applied for a three-year extension. However, there has been no political decision made about his future. Coalition talks on appointments to key state-controlled companies such as Poste are set to reach a critical phase in the coming weeks.

Record Results

The group's 2025 revenues, after adjusting for items like?transport costs?for gas and electricity in its power-supply business, increased 4%, reaching a record of 13.1 billion euro. This year, the group expects to increase this figure to 13.5 billion.

Poste has expanded its business beyond the traditional delivery of mail and parcels to include insurance, payment, savings management, mobile phone, and energy services.

In 2025 it purchased 27% of Telecom Italia, bringing back the former monopoly in the phone industry.

JPMorgan stated that "TIM and Poste have revealed potential cross-selling benefits from a number of initiatives which we don't believe have been taken into consideration in the consensus."

Poste, a company that operates around 13,000 post offices, announced it would integrate the financial and payment services business.

(source: Reuters)