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Eni ups share buyback on better than expected Q2 net profit - Finance news and analysis from Global Banking & Finance Review
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Eni ups share buyback on better than expected Q2 net profit

Published by Global Banking & Finance Review

Posted on July 29, 2026

2 min read

· Last updated: July 29, 2026

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Eni increases buyback as second-quarter profit hits 3-yr high

Eni Reports Strong Second-Quarter Financial Results

By Francesca Landini

Buyback Programme Expansion

MILAN, July 29 (Reuters) - Italian energy group Eni on Wednesday lifted its share buyback programme by €600 million to €3.4 billion ($3.9 billion) after reporting better than expected second-quarter results.

Profit Growth and Analyst Expectations

The state-controlled company's adjusted net profit more than doubled in the April-June period to €2.3 billion, beating an analyst consensus of €2.09 billion compiled by the group and hitting its highest level in three years.

Potential Extra Dividend

Eni said it may pay an extra dividend in the fourth quarter if the price of Brent oil remained substantially above its forecasts.

Key Drivers of Performance

Results were boosted by growth in the group's upstream business, progress at biofuel division Enilive and a spike in energy prices triggered by the conflict between the United States and Iran.

Hydrocarbon Production and Guidance

Hydrocarbon production rose 7% year-on-year to 1.789 million barrels of oil equivalent (BOE) per day in the second quarter, leading the company to improve its full-year growth target to 5% from a previous 3%-4%.

Exploration and Production (E&P) Division Performance

Proforma adjusted earnings before interest and taxes (EBIT) at Eni's exploration and production (E&P) division came in at €4.77 billion, above an analysts' estimate of €3.01 billion.

CEO Commentary and Strategic Initiatives

"We are successfully scaling our E&P business for the next phase of growth and value creation," CEO Claudio Descalzi said in a statement.

He cited the start of the Searah joint venture across Indonesia and Malaysia as well as "several project advancements and expansion in new geographies."

Additional Information

($1 = 0.8773 euros)

(Reporting by Francesca Landini, editing by Gavin Jones)

Key Takeaways

  • Eni’s Q2 adjusted net profit of €2.3 billion more than doubled year‑on‑year and surpassed the €2.09 billion analyst consensus. (eni.com)
  • The buyback increase—from an initial €1.5 billion up to €2.8 billion earlier, now raised to €3.4 billion—reflects Eni’s policy of returning a significant share of cash flow to shareholders. (eni.com)
  • Eni’s improved Q2 results and upward revision of operating cash flow underpin its financial flexibility, as envisaged in its 2026‑2030 strategic plan with a payout policy targeting 35‑45% of cash flow. (eni.com)

References

Frequently Asked Questions

Why did Eni increase its share buyback programme?
Eni raised its share buyback to €3.4 billion due to better than expected Q2 net profit.
How much was Eni's adjusted net profit in Q2?
Eni reported an adjusted net profit of €2.3 billion in the second quarter.
What was the analyst consensus for Eni's Q2 net profit?
The analyst consensus for Eni's Q2 net profit was €2.09 billion.
What is the currency exchange rate mentioned in the article?
The article states that $1 equals 0.8773 euros.

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