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 elevated risk signals.
🇳🇱Netherlands78NEUTRALView Netherlands risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓95% | AVOID |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓95% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓95% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓95% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | ↓95% | AVOID |
| SAN | Banco Santander SA | 90 | +16% | ↓95% | ENTRY |
| KB | KB Financial Group Inc. | 90 | +17% | ↓95% | ENTRY |
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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DELIVERING FOR VETERANS AND CAREGIVERS: YEAR ONE OF THE DOLE ACT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS OF THE …
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[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] ORGANIZATIONAL MEETING ======================================================================= BUSINESS MEETING BEFORE THE COMMITTEE ON HOUSE ADMINISTRATION HOUSE OF REPRESENTATIVES ONE HUNDRED NINETEENTH CONGRESS …