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Nordea Bank Fee Income Rises as Lending Revenue Falls for Fifth Quarter

Nordea Bank's fee income grew enough in the first quarter to offset falling lending revenue. The Nordic bank's lending income dropped to €1.83 billion, down 6% from last year, but beat analyst estimates of €1.79 billion.

April 22, 20264 sources2 min read

Nordea Bank reported mixed first-quarter results as rising fee income helped balance out continued declines in its core lending business. The Nordic banking giant's net interest income fell 6% to €1.83 billion, though this beat analyst expectations of €1.79 billion.

The lending income decline marks the fifth consecutive quarter of drops, driven by central bank interest rate cuts across Europe. However, higher deposit volumes helped cushion some of the impact from the rate environment.

Nordea's cost management remained strong, with a cost-to-income ratio of 44.6% falling within the bank's target range of 44-46%. Earnings per share came in at €0.35, down from €0.38 in the same quarter last year.

The bank's shares have faced pressure as investors worry about the sustained decline in lending income, which is typically a bank's main revenue source. Fee income growth from services like wealth management and transaction fees provided some relief.

Why this matters

When major banks struggle with lending income, it can signal broader economic challenges and potentially higher fees for customers. Nordea is one of Europe's largest banks, so its health affects millions of depositors and borrowers across Nordic countries.

What to watch

Watch for Nordea's second-quarter results to see if the lending income decline continues and whether fee growth can keep offsetting losses.

Sources
bankingearningsinterest-ratesnordic-finance
This story was written with AI based on reporting from the sources above. For the complete story, visit the original sources.

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