EURONEXT-AMS$ING

ING Groep NV · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

ING reported solid Q1 2025 results with strong net income and record deposit inflows, supported by fee income growth.

ING achieved strong commercial performance in Q1 2025, posting €1.46 billion in net income and €5.64 billion in revenue. The quarter saw record deposit growth, higher mortgage volumes, and a substantial increase in fee income from investment products.

  • Net income reached €1.46 billion, supported by resilient revenue and low risk costs.
  • Fee income grew strongly to €1.09 billion, driven by investment product activity.
  • Record core deposit inflows of €22.6 billion, mainly from Retail Banking Germany.
  • A €2.0 billion share buyback programme was announced during the quarter.

Headline financials

Total Revenue

$6.1B

Previous: $6.06B+0.6%
EPS (adj)

$0.51

Previous: $0.52-1.9%
Return on Equity

12.0%

No prior period
CET1 Ratio

13.6%

No prior period
Net Core Lending Growth

$6.8B

No prior period
Net Core Deposits Growth

$22.6B

No prior period
Fee Income

$1.09B

No prior period
Mobile Customer Growth

174.0K

No prior period
Net Income

$1.57B

No prior period
Operating Income

$2.64B

No prior period

Revenue & EPS history

ING · Revenue · Quarterly

$6.1B

Q1 2025+0.6%vs Q1 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

ING expects stable total income for 2025, with modest expense growth and CET1 ratio maintained above target, despite macroeconomic uncertainties.

Tailwinds

  • Fee income expected to grow 5-10% in 2025.
  • Return on equity expected to exceed 12% in 2025.
  • CET1 ratio targeted at ~12.5%, currently well above requirements.
  • Inflation impact in Türkiye expected to decline.
  • Strong capital position supports shareholder returns.

Headwinds

  • Macroeconomic and geopolitical uncertainties remain elevated.
  • A €0.7B negative P&L impact expected from Russian business sale.
  • Loan loss provisions could increase with economic deterioration.
  • Ongoing market volatility may affect Wholesale Banking volumes.
  • Regulatory and inflation pressures expected to increase expenses.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.0%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+3.4%

Avg return

30 days after

58%

37 / 64 earnings

Positive

+14.4%

Q4 2020

Best reaction

-17.1%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.6%+5.0%+9.0%
Q4 2026-1.1%+7.2%+16.8%
Q3 2025+5.0%+0.7%+2.2%
Q1 2025-5.6%-0.8%+1.8%
Q4 2024-1.3%+7.8%+19.6%
Q3 2024+1.0%+1.2%-8.0%
Q2 2024-5.7%-2.8%-6.7%
Q1 2024+7.8%+8.9%+12.3%
Q3 2023+4.3%+5.2%+15.2%
Q4 2023-7.2%-8.2%-3.0%
Q2 2023+2.8%-3.9%+4.9%
Q1 2023+4.5%+4.9%+6.8%
Q4 2022-7.4%-8.5%-2.2%
Q3 2022+12.4%+14.4%+24.8%
Q2 2022+0.0%+0.1%-11.7%
Q1 2022-4.3%-3.0%+15.5%
Q4 2021-1.4%+3.4%-37.0%
Q3 2021-2.1%-2.9%-11.8%
Q2 2021+3.0%+4.4%+6.7%
Q1 2021+1.7%+0.3%+6.4%
Q4 2020+14.4%+14.3%+26.9%
Q3 2020-3.0%+18.9%+37.2%
Q2 2020+8.4%+13.4%+14.5%
Q1 2020+1.9%-1.5%+52.1%
Q4 2019+1.9%+2.9%-25.3%
Q3 2019+0.9%+3.9%+1.7%
Q2 2019-7.2%-8.9%-14.0%
Q1 2019-0.1%-4.5%-14.7%
Q4 2018+3.5%+2.7%-1.5%
Q3 2018+9.2%+8.3%+2.3%
Q2 2018-1.2%-2.2%-10.4%
Q1 2018-2.8%-2.4%-9.5%
Q4 2017-1.6%-6.1%-12.2%
Q3 2017-1.3%-2.0%-2.9%
Q2 2017-1.2%-0.1%-5.5%
Q1 2017+1.2%+2.5%+5.8%
Q4 2016+3.3%+1.4%+2.0%
Q3 2016+2.3%+5.8%+4.2%
Q2 2016+8.4%+11.6%+21.1%
Q1 2016-2.9%
Q4 2015-2.9%
Q3 2015+2.1%
Q2 2015+3.9%
Q1 2015-0.2%
Q4 2014-0.3%
Q3 2014+1.6%
Q2 2014+1.1%
Q1 2014+7.4%
Q4 2013-0.4%
Q3 2013+3.3%
Q2 2013+2.1%
Q1 2013-1.9%
Q4 2012+4.6%
Q3 2012+2.8%
Q2 2012-0.1%
Q1 2012+1.1%
Q4 2011+4.7%
Q3 2011-17.1%
Q2 2011+5.8%
Q1 2011+0.8%
Q4 2010+2.5%
Q3 2010+0.4%
Q2 2010+1.7%
Q1 2010+6.2%

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