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Update shared on18 Oct 2025

Fair value Increased 2.06%
AnalystConsensusTarget's Fair Value
€8.83
6.1% undervalued intrinsic discount
18 Oct
€8.29
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1Y
78.7%
7D
-2.7%

Analysts have raised the fair value estimate for Banco Santander from €8.65 to €8.83, citing modest improvements in projected profit margins and revenue growth expectations.

What's in the News

  • Banco Santander's board of directors approved an interim cash dividend of 11.5 euro cents per share. This represents approximately 25% of the Group's underlying profit for the first half of 2025. The dividend will be paid from 3 November 2025 (Key Developments).
  • A Special/Extraordinary Shareholders Meeting is scheduled for October 16, 2025, to be held in São Paulo, Brazil (Key Developments).
  • An Analyst/Investor Day event is set to take place in 2025 (Key Developments).
  • A board meeting planned for February 25, 2025, will consider consolidated annual accounts for 2024 and discuss the payment of a complementary dividend (Key Developments).
  • A board meeting scheduled for July 29, 2025, will address the interim condensed consolidated financial statements for the first half of 2025 (Key Developments).

Valuation Changes

  • Fair Value Estimate: Increased slightly from €8.65 to €8.83 per share.
  • Discount Rate: Edged higher from 11.83% to 12.07%.
  • Revenue Growth: Marginally improved from 8.81% to 8.83%.
  • Net Profit Margin: Up modestly from 21.28% to 21.33%.
  • Future P/E Ratio: Increased from 12.61x to 12.92x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.