Poste Italiane seeks 90.00 percent of TIM. Poste Italiane stock falls 2.03 percent

Published on 10/01/2026 at 16:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached EUR 6.8 billion, up 6.00 percent year over year. Poste Italiane stock costs EUR 24.65 on October 1, 2026 versus EUR 25.16.

Flatlay mit Aktienzertifikat, ISIN-Karte, Briefumschlägen und kleinem Lieferwagen-Modell — Poste Italiane S.p.A. (IT0003796171) wird hier als Flatlay mit Aktienzertifikat, ISIN-Karte und Versandutensilien inszeniert, Illustration mit AI erstellt.

Poste Italiane seeks a 90.00 percent stake in Telecom Italia after securing control of 66.63 percent, while Poste Italiane stock was trading at EUR 24.65 at Lang & Schwarz on October 1, 2026 at 4:05 p.m. CEST, down 2.03 percent versus the EUR 25.16 prior close. MarketScreener reported the stake and the 90.00 percent delisting threshold on September 14, 2026.

TIM expands the strategic question

The offer combines EUR 1.97 in cash with 0.218 Poste Italiane shares for each TIM share, according to MarketScreener. The proposed combination therefore adds a large integration task to a business whose earnings profile already spans logistics, payments, financial services and insurance.

The same report puts the planned annual synergies at EUR 700.0 million and the combined operating-profit ambition at EUR 5.0 billion. Those figures define the potential payoff, while the 90.00 percent threshold shows that the transaction remains dependent on further shareholder acceptances.

Revenue growth supports the case

In the first half of 2026, revenue reached EUR 6.8 billion, an increase of 6.00 percent from the first half of 2025, while adjusted EBIT rose 7.00 percent to EUR 1.8 billion, according to Investing.com on September 21, 2026. Management also raised full-year operating-profit guidance to EUR 3.4 billion, giving investors a current operating benchmark beyond the TIM transaction.

Valuation expectations are higher than the market price. The official broker table lists a EUR 29.49 average target price, including a EUR 32.00 Buy target from Banca Akros dated September 8, 2026, and a EUR 31.00 Buy target from UBS dated August 12, 2026, according to Poste Italiane. The average target is EUR 4.84 above the Lang & Schwarz price, a 19.64 percent premium calculated in euros.

November brings the next checkpoint

Poste Italiane's investor calendar schedules approval of the interim report for September 30, 2026 on November 11, 2026 and the third-quarter and nine-month results presentation on November 12, 2026, according to Poste Italiane. The figures will offer the next test of whether operating growth is keeping pace with the strategic expansion.

Stock remains below its yearly high

The Lang & Schwarz price of EUR 24.65 on October 1, 2026 stood EUR 4.83 below the 52-week high of EUR 29.48 and EUR 5.37 above the 52-week low of EUR 19.28. The same quote showed a market capitalization of EUR 31.9 billion on the primary Euronext Milan listing.

The further course of trading is shown by the continuously updated real-time quote of Poste Italiane stock.