Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge.
Danske Bank’s updated model trims its fair value estimate from DKK 350.38 to DKK 347.79, a small move that still matters if you are tracking where analysts see the share price settling. Recent Street research, including higher price targets such as DKK 375 and DKK 358, suggests analysts are fine tuning their valuation work rather than changing their overall view on the bank. Read on to see what these shifts might mean for your own monitoring of Danske Bank’s evolving story and how to keep up with future revisions.
Citi most recently set a DKK 375 price target on Danske Bank, up from DKK 352, which points to the firm seeing room for the shares to move closer to the upper end of current analyst valuation work.
Morgan Stanley lifted its target to DKK 358 from DKK 352 and maintains an Overweight stance, signaling confidence in the bank’s execution and earnings power within its existing business profile.
Earlier in the year, Citi also raised its target by DKK 33, reinforcing a pattern of upward revisions that supports the idea of an improving risk reward view among some large global banks.
JPMorgan and Morgan Stanley both made additional upward DKK revisions during February, suggesting that several major firms are aligning around higher fair value ranges than they previously used.
Even with higher targets from Citi, Morgan Stanley, JPMorgan and others, Danske Bank’s revised fair value of DKK 347.79 still sits below the most optimistic Street targets, a reminder that valuation dispersion remains and not all models point to the same upside.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
CPSE:DANSKE 1-Year Stock Price Chart
We’ve flagged 3 risks for Danske Bank. See which could impact your investment.
Danske Bank’s board has authorized a new share repurchase program of up to 45,000,000 shares, totaling DKK 4,500m. The program will run from February 9, 2026 to January 29, 2027 and is part of a broader mandate to buy back up to 10% of the share capital through March 1, 2030.
Under the existing buyback program announced on February 7, 2025, the bank has repurchased 19,179,623 shares, equal to 2.32% of the share capital, for DKK 4,999.99m as of January 30, 2026.
Danske Bank has proposed a dividend of DKK 16.94 per share for 2025, together with an extraordinary dividend of DKK 5.78 per share, for a total proposed payout of DKK 22.72 per share.
For fiscal 2026, the bank has issued guidance for total income of around DKK 58b, expected net profit in the DKK 22b to DKK 24b range, and a return on equity above the 2026 ambition of 13%.
Story Continues
Fair value moves from DKK 350.38 to DKK 347.79, a reduction of around 0.7% in the updated model.
Revenue growth assumption adjusts from 3.17% to 3.15% for the long term.
Profit margin assumption shifts from 40.43% to 40.40%.
Future P/E multiple changes from 12.78x to 12.70x.
Discount rate is set at 6.23%, compared with 6.23% previously.
Narratives connect Danske Bank’s business story to the analyst forecasts that sit behind fair value estimates, and they refresh as new company and sector data comes through. They help you see how specific assumptions on growth, margins, and risks fit together in one place.
Head over to the Simply Wall St Community and follow the Narrative on Danske Bank to stay up to date on:
How digital disruption, open banking, and competition from fintechs and Big Tech could affect Danske Bank’s fee income and revenue growth.
The role of cost control, digital investment, capital strength, and credit quality in shaping future earnings and potential capital returns.
How rising compliance demands, legacy regulatory issues, and reputational risks might influence costs, margins, and long term earnings stability.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include DANSKE.CO.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com