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SAN: Dividend Payout And Revenue Outlook Will Support Balanced Return Prospects

SAN: Upcoming Dividend And Profit Margin Outlook Will Steady Future Value

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SAN
AnalystConsensusTarget
Not Invested
Published 07 Nov 2024

Update shared on 15 Dec 2025

Fair value Increased 0.77%
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Analysts have nudged their price target for Banco Santander higher to €9.53 from €9.46. This reflects marginally stronger expectations for revenue growth, profitability, and valuation multiples under a slightly lower discount rate.

What's in the News

  • Banco Santander has scheduled special or extraordinary shareholders meetings in Sao Paulo on October 16, 2025, and November 28, 2025, likely to address strategic or capital related agenda items (company event filings).
  • The bank has added multiple co lead underwriters across its $125 million and $300 million fixed income offerings, broadening distribution through firms including BB Securities, Blaylock Van, Rabo Securities, Standard Chartered, R. Seelaus, BMO Capital Markets, Scotia Capital, Banco de Sabadell, and TD Securities (offering documentation).
  • Management issued full year 2025 guidance. The bank expressed confidence in reaching approximately EUR 62 billion in revenue, with mid to high single digit net fee income growth in constant euros (company guidance).
  • The board approved an interim cash dividend of 11.5 euro cents per share against 2025 results, equal to about 25 percent of first half underlying profit. Payment is set for November 3, 2025, and the ex dividend date is October 30, 2025 (company dividend announcement).

Valuation Changes

  • Fair Value Estimate has risen slightly to €9.53 from €9.46, reflecting a modestly higher intrinsic value per share.
  • Discount Rate has fallen slightly to 11.56 percent from 11.71 percent, modestly increasing the present value of projected cash flows.
  • Revenue Growth assumption remains at 8.80 percent, indicating no change in top line expectations.
  • Net Profit Margin forecast remains at 23.61 percent, implying an unchanged profitability outlook.
  • Future P/E multiple has risen slightly to 11.93x from 11.89x, suggesting a marginally higher valuation applied to forward earnings.

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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.