Amundi has unveiled its strategic plan for 2025-2028, aiming to strengthen its position as a European leader in asset management, with a focus on growth, diversification, and technological innovation.
According to the press release, Amundi aims for earnings per share to exceed 7 euros by 2028, with an operating ratio below 56%. The company also plans an attractive return for shareholders with a payout ratio of at least 65%. A share buyback program is scheduled to return excess capital in 2026.
Invest for the Future Plan
Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning✓ Euronext data✓ AI-powered analysis
Almost there! Check your inbox.
A confirmation email has been sent. Click the link to confirm your subscription.
An error occurred.
Indicative data. No investment advice. Unsubscribe at any time.
Amundi's 'Invest for the Future' plan focuses on six priorities: client diversification, geographic expansion, innovation in investment solutions, development of Amundi Technology, optimization of the operational model, and investments to create value. Among the quantified targets, Amundi aims for more than 300 billion euros in net inflows by 2028, particularly through retirement and digital segments.
Expansion and Strategic Partnerships
Amundi intends to increase its presence in Asia and Northern Europe, while seizing opportunities in high-potential regions such as the Middle East and Latin America. The company relies on enhanced synergy with Crédit Agricole and on strategic partnerships to fuel its growth. Concurrently, Amundi will invest in organic growth initiatives and explore external growth opportunities evaluated with a return on investment of at least 10% within three years.
Au troisième trimestre, Amundi a prolongé les dynamiques positives avec une collecte de +15 Md€, une hausse des revenus de +5% et une progression du résultat avant impôt de +4 %.
Collecte soutenue (9M +67 Md€, T3 +15 Md€), encours record 2 317 Md€, croissance des revenus (+4,9 % 9M ajusté), forte progression d'Amundi Technology (+48% 9M/9M) et bonne dynamique des ETF (+28 Md€ 9M). Résultats ajustés en hausse: résultat avant impôt ajusté 9M 1 340 M€, résultat net ajusté 9M 978 M€.
Risks mentioned
Incertitude sur le renouvellement du contrat de distribution UniCredit à échéance juillet 2027
Risque de change: effet défavorable du dollar US (-12%) et de la roupie indienne (-15%) sur les encours
Risque de réallocation de l'EPFO pouvant entraîner sorties pour SBI FM (30-40 Md€ évoqués)
Volatilité des marchés pouvant impacter les encours et la collecte
Opportunities identified
Croissance en Asie (collecte 9M +29 Md€, forte contribution des JV et distribution directe)
Distribution Tiers et plateformes digitales (collecte 9M +21 Md€, 34% de la collecte via plateformes digitales)
Actifs privés et stratégies Megatendances (levée Mégatendances III 0,3 Md€)
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
