Poste Italiane: Fair Value Or Hidden Gem After Delivering Large Returns

  • Poste Italiane has delivered a 58% return since last September, driven by strong fundamentals and diversified revenue streams in mail, financial, insurance, and digital payments. Q1 2025 earnings showed a 19% YoY net profit increase, with revenues up across all divisions, confirming guidance for a record FY2025. The company is committed to increasing dividends, targeting an EUR 1.00 dividend by 2026, offering a compelling yield for patient investors.