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Analyses on Mizrahi Tefahot (5)
- May 19, 2026May 19, 2026
- Follow-up
Follow-up on Mizrahi Tefahot: how much growth fits inside a 50% payout
Mizrahi Tefahot can still sustain a 50% payout, but the policy leaves little room to rebuild a CET1 cushion if RWA keeps growing at the first-quarter pace.
Mizrahi Tefahot in Q1: profit holds while the CET1 cushion narrows again
Mizrahi Tefahot entered 2026 with strong underlying profitability, but its CET1 excess fell to 0.57 percentage points above the requirement while credit and risk-weighted assets kept growing and the bank paid out 50% of profit.
- February 27, 2026February 27, 2026
- Follow-up
Mizrahi Tefahot: Is the Housing and Real-Estate Book as Strong as It Looks?
Mizrahi Tefahot's housing book does look cleaner and stronger at the end of 2025, but the real 2026 test sits in the growing project-finance and construction/real-estate exposure, not only in retail mortgages.
- Follow-up
Mizrahi Tefahot: What the New USD Debt Layer Solves, and What It Doesn't
The USD debt layer built in January 2026 strengthens Mizrahi Tefahot's funding flexibility, extends wholesale tenor and supports total capital, but it does not solve the CET1 constraint that remains the real test for 2026.
Mizrahi Tefahot 2025: Profit Is Still Strong, but the CET1 Cushion Remains Tight
Mizrahi Tefahot ends 2025 as a very strong and very profitable bank, but earnings are now leaning more on benign credit and tight costs and less on an expanding revenue engine, while the CET1 cushion remains tight relative to growth and payout ambitions.
