Update shared on 01 Nov 2025
Fair value Increased 4.13%Analysts have raised their price target for Banco Santander from €8.83 to €9.19, citing an improved profit margin outlook and a slightly lower discount rate as key factors behind the update.
What's in the News
- Banco Santander, S.A. will hold a Special/Extraordinary Shareholders Meeting on October 16, 2025, in São Paulo, Brazil (Key Developments).
- The board of directors approved an interim cash dividend of 11.5 euro cents per share against 2025 results. This dividend will be paid starting November 3, 2025, with the ex-dividend date set for October 30, 2025 (Key Developments).
- The bank has provided earnings guidance for the full year 2025 and projects confidence in reaching a revenue target of EUR 62 billion, along with mid to high single-digit net fee income growth in constant euros (Key Developments).
- A second Special/Extraordinary Shareholders Meeting is scheduled for November 28, 2025, in São Paulo, Brazil (Key Developments).
Valuation Changes
- Fair Value Estimate has increased slightly from €8.83 to €9.19.
- Discount Rate has declined modestly from 12.07 percent to 11.98 percent.
- Revenue Growth expectation has edged down from 8.83 percent to 8.76 percent.
- Net Profit Margin has risen from 21.33 percent to 23.12 percent.
- Future P/E Ratio has decreased from 12.92x to 11.19x.
Disclaimer
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