ING's pan-European digital bank is well-positioned for the rate-cut environment with strong deposit franchise providing funding advantage. Wholesale Banking continues steady growth in transaction services. Capital return remains robust with regular buybacks. However, Benelux NII compression and competition from neobanks cap upside. Largely a yield play at current levels.
Thesis reviewed May 29, 2026
ING Groep N.V. is headquartered in Netherlands, which is currently showing moderate signals.
π³π±Netherlands53NEUTRALView Netherlands risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | β86% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β86% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β86% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β86% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β86% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β86% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β86% | NEUTRAL |
Investors who hold ING may also have indirect exposure through these country funds.
ING Q1 NII slightly above guidance on deposit beta moderation
Wholesale Banking trade finance volumes hit record
ING announces EUR 2B share buyback continuation
Estimates Β· Yahoo Finance Β· Not audited figures
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| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 30, 26 |