CMO.PACaisse Régionale de Crédit Agricole du Morbihan
This year, CMO.PA has to prove it can weather the storm of a tightening ECB policy environment and a still-fragile CRE sector — and the next catalyst is the ECB Policy & Regional NIM Review on 2026-10-22, which will anchor the price at $124.50, with a bull target of $132.00 and a bear fallback of $115.00, leaning 45% toward the bear. The path ahead is a sequence of tests that will determine whether the bank can hold its ground or be pushed lower by macro and credit risks.
The schedule
- Thu22Oct
Market repricing of CMO.PA's forward funding costs in response to European Central Bank rate decisions and shifting macroeconomic yield curves.
- Fri20Nov
Internal or regulatory-driven update on Commercial Real Estate (CRE) asset quality, non-performing loans, and associated provision coverage ratios.
- Thu25Feb
Full year 2026 financial release assessing normalized run-rate revenues against the trailing $459M high-water mark.
- Thu15Apr
Shareholder meeting to vote on the annual dividend payout, directly impacting the stock's yield profile.
Past
- Thu10Sep
Actual outcome: Bear · $0.00 at outcome
The company reported in-line EPS of 3.59, matching expectations, with no significant guidance changes. The stock remained flat, reflecting market indifference to the results and lack of new catalysts, as the focus was on sustaining recent growth and NIM stability without clear directional momentum.
Release of H1 2026 financial results, focusing on the sustainability of the recent 230% net income growth and stabilization of Net Interest Margins (NIM).