0950 GMT - ING Groep's third-quarter shareholder return could beat expectations as commercial net interest income grows, Barclays's Namita Samtani writes. Barclays raises its 2026 to 2028 earnings per share estimates by between 2% and 5%, mainly due to higher commercial net interest income. Barclays expects ING to announce a total capital return of 1.75 billion euros with its third quarter results, ahead of the consensus of 1.5 billion euros. This could consist of a 1.5 billion-euro share buyback and a 250 million-euro special dividend, the analyst writes. Barclays reiterates its overweight recommendation for ING and raises its target price to 34.10 euros from 32.50 euros to reflect the earnings forecast upgrades. Shares are down 2.0% at 29.65 euros.