Update shared on 30 Nov 2025
Fair value Increased 1.78%Analysts have raised their price target for Banco Santander from €9.30 to €9.46, reflecting slight improvements in projected revenue growth and profit margins.
What's in the News
- Banco Santander will hold Special/Extraordinary Shareholders Meetings on October 16, 2025 and November 28, 2025 in São Paulo, Brazil (company filing).
- BMO Capital Markets Corp., BB Securities Limited, Blaylock Van, LLC, Standard Chartered Bank AG, Rabo Securities USA, Inc., Scotia Capital (USA) Inc., TD Securities (USA) LLC, Banco de Sabadell, S.A., and R. Seelaus & Co., LLC have all been added as Co-Lead Underwriters for Banco Santander's $125 million and $300 million Fixed-Income Offerings (company filing).
- The board of directors approved the payment of an interim cash dividend for 2025 results: 11.5 euro cents per share. Key dates for trading and payment are scheduled for late October and early November 2025 (company announcement).
- Banco Santander confirmed earnings guidance for full-year 2025. The company aims to meet an ambitious EUR 62 billion revenue target and expects mid-to-high single-digit net fee income growth in constant euros (company statement).
Valuation Changes
- Fair Value Estimate: Increased modestly from €9.30 to €9.46 per share.
- Discount Rate: Rose slightly from 11.57% to 11.71%.
- Revenue Growth: Improved marginally from 8.74% to 8.80% projected annual growth.
- Net Profit Margin: Edged up from 23.58% to 23.61%.
- Future P/E Ratio: Increased from 10.98x to 11.89x.
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.