Equity Research · SpareBank 1 Alliance

Norwegian Regional Banks:
Rate Sensitivity & Valuation

Alexander Moe Halvorsrød June 2026 SB1NO · MING · SPOLS · NONG
Investment Summary

All four listed SpareBank 1 alliance banks screen as Buy on a two-stage Residual Income Model. The core question driving this analysis is how Norges Bank's rate cycle transmits to bank earnings and equity value — and how much shareholders actually capture after deposit repricing. With a deposit beta of 75% on hikes, only 12.5bps of the cumulative +50bps NIM effect reaches the bottom line. Real, but modest and temporary. SpareBank 1 Nord-Norge is the preferred exposure: highest ROE in the group (16.7% five-year average), structural NIM premium from limited regional competition, and the widest gap between current price and intrinsic value.

Valuation Summary

BankCurrent priceTarget priceUpsideImplied P/BCurrent P/BRating
SpareBank 1 Sør-NorgeSB1NONOK 198.40NOK 231+16%1.68x1.34xBuy
SpareBank 1 SMNMINGNOK 206.05NOK 228+11%1.71x1.49xBuy
SpareBank 1 ØstlandetSPOLSNOK 205.85NOK 226+10%1.63x1.49xBuy
SpareBank 1 Nord-NorgeNONGNOK 151.90NOK 190+25%2.12x1.72xBuy ★
Two-stage RIM · g = 0 · CoE 8.23% (Rf 4.42% + β 0.9 × ERP 4.23%) · Prices as of May 2026
Alliance NII uplift — 2026
~NOK 670m
Annual, +50bps hike, 75% deposit beta
Net NIM effect
12.5bps
50bps × (1 − 0.75 deposit beta)
Nord-Norge 5Y avg ROE
16.7%
vs. alliance average 13.8%
Rate path source
NB PPR
Norges Bank PPR 1/2026, March 2026

The Model

Rather than asserting a target price, the purpose here is to show the reasoning. The model has two components: a Rate-ROE engine that translates Norges Bank's official rate path into bank-level ROE estimates via deposit beta, and a two-stage Residual Income Model that converts those ROE estimates into intrinsic equity value. Each assumption is explicit.

Step 1 — Norges Bank Rate Path (PPR 1/2026)

PeriodRateChangeStatus
Q1 20254.50%Actual
Q4 20254.00%−50bpsActual
Q1 20264.00%Actual
May 20264.25%+25bpsImplemented
Jun 20264.50%+25bpsPPR path
Q4 20264.35%−15bpsForecast
Q4 20273.98%−37bpsForecast
Q4 20283.54%−44bpsForecast
Q4 20293.40%−14bpsForecast

Source: Norges Bank Pengepolitisk rapport 1/2026

Step 2 — Deposit Beta & NIM Transmission

75%
Deposit beta — hike
90%
Deposit beta — cut

Empirically, Norwegian banks transmitted 88–95% of the 2022–23 hiking cycle to depositors. We use 75% for the current, milder cycle — acknowledging this involves judgment. Historical data provides the anchor; the adjustment reflects a less competitive deposit environment at current rate levels. The asymmetry (cuts at 90%) is a modest assumption that banks are marginally slower to pass hike benefits than to reduce rates on cuts.

NIM uplift — +50bps cumulative hike
+50bps
Hike
×
(1−75%)
Net pass-through
=
+12.5bps
Net NIM effect

The rate-ROE engine translates Norges Bank's quarterly rate path into bank-level ROE via deposit beta. Each year's ROE is the sum of two components: a structural baseline converging from 2025 actual toward terminal ROE, and a rate effect driven by NIM deviation against the prior quarter. Result: the +50bps hike adds only +0.09–0.10pp in 2026. The ROE story is overwhelmingly structural.

SR-Bank SB1NO
202520262027202820292030
Baseline ROE12.80%12.84%12.88%12.92%12.96%13.00%
Rate effect+0.09%−0.04%−0.05%−0.02%0.00%
Final ROE12.80%12.93%12.84%12.87%12.95%13.00%
SMN MING
202520262027202820292030
Baseline ROE14.80%14.44%14.08%13.72%13.36%13.00%
Rate effect+0.10%−0.04%−0.05%−0.01%0.00%
Final ROE14.80%14.54%14.04%13.67%13.35%13.00%
Østlandet SPOLS
202520262027202820292030
Baseline ROE13.90%13.62%13.34%13.06%12.78%12.50%
Rate effect+0.10%−0.04%−0.05%−0.02%0.00%
Final ROE13.90%13.72%13.30%13.01%12.76%12.50%
Nord-Norge ★ NONG
202520262027202820292030
Baseline ROE18.10%17.28%16.46%15.64%14.82%14.00%
Rate effect+0.10%−0.04%−0.05%−0.02%0.00%
Final ROE18.10%17.38%16.42%15.59%14.80%14.00%
Baseline ROE (structural)
Rate effect (+/−)

Step 3 — Two-Stage Residual Income Model

Intrinsic equity value = current book value + PV of future residual income. Residual income = earnings above cost of equity. If ROE > CoE, the bank creates value and should trade above book. Stage 1: explicit 2026–2030 ROE forecasts from the rate engine above. Stage 2: terminal perpetuity, g = 0.

Sparebank 1 SR-Bank (SB1NO)
Payout ratio67.32%
Beta0.9
rf4.42%
ERP4.23%
Cost of equity8.23%
g0%
CET1 req + 50b17.22%
RWA growth p3%
NOK unless stated202520262027202820292030Terminal
Beginning common equity51,49653,67255,92458,27660,74163,322
Return on equity12.80%12.93%12.84%12.87%12.95%13.00%13.00%
Net income to shareholders6,6596,8927,2007,5447,8968,232
Dividends4,4834,6404,8475,0795,3165,542
Ending common equity51,49653,67255,92458,27660,74163,32266,012
Equity charge4,2374,4164,6014,7944,9975,209
Residual income2,4222,4772,5992,7502,8993,022
Terminal value36,737
Discount factor0.920.850.790.730.670.67
PV residual income2,2382,1142,0502,0041,95324,741
FY2025 Common equity51,496
PV of residual income35,100
Intrinsic equity value86,596
Intrinsic value per share230.62
Current share price198.40
Upside / (downside)+16.24%
Implied PB1.68x
Sparebank 1 SMN (MING)
Payout ratio70.75%
Beta0.9
rf4.42%
ERP4.23%
Cost of equity8.23%
g0%
Ownership66.8%
CET1 req + 50b16.00%
RWA growth p3%
NOK unless stated202520262027202820292030Terminal
Beginning common equity28,71329,93431,16332,40933,67434,954
Return on equity14.80%14.54%14.04%13.67%13.35%13.00%13.00%
Net income to shareholders4,1754,2034,2614,3254,3784,544
Dividends2,9542,9743,0153,0603,0973,215
Ending common equity28,71329,93431,16332,40933,67434,95436,283
Equity charge2,3622,4632,5642,6662,7702,876
Residual income1,8121,7401,6971,6591,6071,668
Terminal value20,279
Discount factor0.920.850.790.730.670.67
PV residual income1,6751,4851,3391,2091,08213,658
FY2025 Common equity28,713
PV of residual income20,448
Intrinsic equity value49,161
Intrinsic value per share227.75
Current share price206.05
Upside / (downside)+10.53%
Implied PB1.71x
Sparebank 1 Østlandet (SPOL)
Payout ratio69.82%
Beta0.9
rf4.42%
ERP4.23%
Cost of equity8.23%
g0%
Ownership73.2%
CET1 req + 50b15.40%
RWA growth p3%
NOK unless stated202520262027202820292030Terminal
Beginning common equity25,67226,73527,80828,90030,01331,146
Return on equity13.90%13.72%13.30%13.01%12.76%12.50%12.50%
Net income to shareholders3,5233,5553,6183,6893,7523,893
Dividends2,4602,4822,5262,5752,6192,718
Ending common equity25,67226,73527,80828,90030,01331,14632,321
Equity charge2,1122,2002,2882,3782,4692,562
Residual income1,4111,3551,3301,3111,2821,331
Terminal value16,177
Discount factor0.920.850.790.730.670.67
PV residual income1,3041,1571,04995686410,895
FY2025 Common equity25,672
PV of residual income16,224
Intrinsic equity value41,896
Intrinsic value per share225.73
Current share price205.85
Upside / (downside)+9.66%
Implied PB1.63x
Sparebank 1 Nord-Norge (NONG) ★
Payout ratio55.59%
Beta0.8
rf4.42%
ERP4.23%
Cost of equity7.80%
g0%
Ownership46.4%
CET1 req + 50b16.10%
RWA growth p3%
NOK unless stated202520262027202820292030Terminal
Beginning common equity19,35920,85322,37323,92225,49527,080
Return on equity18.10%17.38%16.42%15.59%14.80%14.00%14.00%
Net income to shareholders3,3653,4233,4883,5413,5693,791
Dividends1,8701,9031,9391,9691,9842,108
Ending common equity19,35920,85322,37323,92225,49527,08028,763
Equity charge1,5111,6271,7461,8671,9902,113
Residual income1,8541,7961,7411,6741,5801,678
Terminal value21,500
Discount factor0.930.860.800.740.690.69
PV residual income1,7201,5451,3901,2401,08514,766
FY2025 Common equity19,359
PV of residual income21,746
Intrinsic equity value41,105
Intrinsic value per share189.81
Current share price151.90
Upside / (downside)+24.95%
Implied PB2.12x

The Nord-Norge Case

SpareBank 1 Nord-Norge's five-year average ROE of 16.7% — more than 300bps above the group — is not a cyclical accident. It reflects a structural advantage: the bank operates in a geography with limited competition from national players. Fewer alternatives for borrowers and depositors allows Nord-Norge to sustain a NIM roughly 70bps above peers. We set terminal ROE at 14.0% — above peers but conservatively below the five-year average — acknowledging that some premium compression is likely over a decade. Even at 14.0%, the bank creates significant residual income against a 7.80% cost of equity.

The 410bps ROE compression modelled over Stage 1 (18.1% → 14.0%) is intentionally conservative. It reflects three forces: gradual normalisation of the 2024–2025 high-rate environment, expected increase in competitive pressure as digital banking reduces geographic barriers, and regulatory scrutiny of differential pricing in low-competition markets. The assumption is not that Nord-Norge's moat disappears — it is that a decade of structural change erodes roughly a quarter of the current ROE premium. If the moat proves more durable, intrinsic value is higher.

The discount at which NONG trades (1.72x P/B vs. implied 2.12x) suggests the market is not fully pricing this structural edge. A key risk is regulatory scrutiny: Finanstilsynet has flagged differential pricing in less competitive regional markets. The current market price appears to overprice this risk relative to the bank's demonstrated earnings quality.

Key Risks

Deposit beta uncertainty

The 75% hike beta involves judgment. Historical beta was 88–95% in 2022–23. If deposit competition proves fiercer, the 12.5bps NIM uplift would shrink further and Stage 1 ROE estimates would fall across all four banks.

Credit cycle normalisation

NPL ratios remain benign but have risen at Østlandet. A slowdown in the Norwegian housing market or corporate sector could drive provision charges above the normalised levels embedded in ROE assumptions.

Regulatory pricing scrutiny

Finanstilsynet has flagged differential pricing in less competitive markets. Any cap on retail lending spreads would disproportionately affect Nord-Norge's structural NIM premium and its 14.0% terminal ROE assumption.

Capital requirements

CET1 constraint is modelled but does not bind under 3% RWA growth. Accelerating credit growth, higher regulatory buffers, or Basel IV implementation could reduce distributable earnings and effective payout ratios.

Methodology. Two-stage Residual Income Model. Stage 1 (2026–2030): explicit ROE forecasts driven by a quarterly rate-ROE engine linked to Norges Bank PPR 1/2026, with asymmetric deposit beta (75% hike, 90% cut). Baseline ROE converges linearly from 2025 actual toward terminal ROE. Stage 2: perpetuity terminal value with g = 0. Common equity excludes hybrid capital and minority interests. EKB banks adjusted for eierbrøk (ownership fraction). CoE = Rf 4.42% (Norway 10Y, April 2026, Trading Economics) + β × ERP 4.23% (Damodaran, Norway implied, January 2026). Beta is set at 0.9 for SR-Bank, SMN and Østlandet (CoE 8.23%), and 0.8 for Nord-Norge (CoE 7.80%), reflecting Nord-Norge's lower observed market volatility relative to the Oslo Børs index, consistent with a regionally insulated business model with limited exposure to cyclical corporate sectors. CET1 constraint modelled as MIN(payout × NI, NI − ΔCET1); does not bind under base case. Payout ratios from 2025 annual reports. NIM transmission is modelled on retail deposit repricing; banks also fund partially via covered bonds and senior unsecured debt, which reprice closer to NIBOR and may transmit rate changes more rapidly — this is a simplification that could marginally overstate NIM uplift in a hiking cycle.

This analysis is produced independently for research purposes. It does not constitute investment advice.