Update shared on19 Sep 2025
Fair value Increased 2.77%Analysts have raised CaixaBank’s price target to €8.52, citing improved net interest income, cost controls, stronger-than-expected results, and stable credit quality.
Analyst Commentary
- Bullish analysts highlight improving net interest income driven by higher interest rates and better-than-expected lending margins.
- Upward revisions to earnings forecasts reflect solid operational efficiency and ongoing cost controls.
- Recent quarter results exceeded consensus expectations for both revenue growth and asset quality.
- Optimism around CaixaBank's capital return policies, including higher dividends and potential share buybacks, supports upward target revisions.
- Analysts cite a stable macroeconomic environment and resilient credit quality, reducing near-term downside risks.
What's in the News
- CaixaBank Board Meeting scheduled to consider cash dividend distribution.
Valuation Changes
Summary of Valuation Changes for CaixaBank
- The Consensus Analyst Price Target has risen slightly from €8.29 to €8.52.
- The Future P/E for CaixaBank has risen slightly from 11.63x to 11.89x.
- The Discount Rate for CaixaBank remained effectively unchanged, moving only marginally from 8.47% to 8.57%.
Disclaimer
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