12 minMarketwatch.ie
MoveBank of Ireland leads Irish financials higher as ECB minutes reinforce a steady hand stance.A clean breakout above the November highs on the strongest volume of the month, with banks the standout sector.
2 hrReuters
BrokerDavy raises target on Bank of Ireland to €11.80, citing improving capital return visibility.The note flags that consensus has yet to fully reflect the FY25 buyback envelope guided at the prelims.
1 dayBloomberg
MacroEurozone bank funding costs continue to drift lower; Irish lenders read as the most leveraged beneficiaries.A four month low for the iTraxx senior financials index leaves the Irish names trading at notably tighter relative spreads.
2 daysMarketwatch.ie
FilingForm 8.5 disclosure: BlackRock raises BIRG holding above 5.0%.A modest top up of an existing long; the institutional ownership profile of the name continues to broaden.
3 daysFT
SectorEuropean banks: an income trade that has stopped being only an income trade.A sector that traders are now willing to own for capital appreciation as well as for the dividend: a shift in regime, not just price.