Banco BBVA Argentina (BBAR) Resumen de Acciones
Banco BBVA Argentina S.A. ofrece diversos productos y servicios bancarios a particulares y empresas en Argentina. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 4/6 |
| Dividendos | 4/6 |
BBAR Community Fair Values
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Analyst Price Targets
Competidores de Banco BBVA Argentina S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | AR$10,250.00 |
| Máximo en las últimas 52 semanas | AR$11,250.00 |
| Mínimo de 52 semanas | AR$3,995.00 |
| Beta | 0.027 |
| Cambio en 1 mes | -3.21% |
| Variación en 3 meses | 26.39% |
| Cambio de 1 año | 60.66% |
| Variación en 3 años | 860.59% |
| Variación en 5 años | 5,334.78% |
| Variación desde la OPV | 215,386.57% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 10
BBAR: Dividend Agenda And Lower Discount Rate Will Support Future Upside
Analysts have raised the fair value estimate for Banco BBVA Argentina from ARS 25,308 to ARS 29,750, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that are consistent with recent Street research price target revisions. What’s in the News for Banco BBVA Argentina Banco BBVA Argentina has scheduled a Board meeting for May 15, 2026, with an agenda to consider a potential dividend payment.
Actualización de narrativa • Jun 17
BBAR: Upcoming Dividend Decision And Bylaw Changes Will Support Virtuous Credit Cycle
Analysts have nudged their fair value estimate for Banco BBVA Argentina slightly higher to ARS 16,259.81 from ARS 16,252.79, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E. What’s in the News for Banco BBVA Argentina A board meeting is scheduled for May 15, 2026 to consider a potential dividend payment, according to company disclosures.
Actualización de narrativa • Jun 03
BBAR: Upcoming Dividend Decisions And Bylaw Changes Will Shape Balanced Outlook
Analysts have adjusted their price target for Banco BBVA Argentina to ARS 10,033.33 from ARS 9,733.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower expected future P/E multiple. What's in the News A board meeting is scheduled for May 15, 2026 to consider a potential dividend payment, according to company disclosures.Recent updates
Actualización de narrativa • Jul 10
BBAR: Dividend Agenda And Lower Discount Rate Will Support Future Upside
Analysts have raised the fair value estimate for Banco BBVA Argentina from ARS 25,308 to ARS 29,750, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that are consistent with recent Street research price target revisions. What’s in the News for Banco BBVA Argentina Banco BBVA Argentina has scheduled a Board meeting for May 15, 2026, with an agenda to consider a potential dividend payment.Actualización de narrativa • Jun 17
BBAR: Upcoming Dividend Decision And Bylaw Changes Will Support Virtuous Credit Cycle
Analysts have nudged their fair value estimate for Banco BBVA Argentina slightly higher to ARS 16,259.81 from ARS 16,252.79, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E. What’s in the News for Banco BBVA Argentina A board meeting is scheduled for May 15, 2026 to consider a potential dividend payment, according to company disclosures.Actualización de narrativa • Jun 03
BBAR: Upcoming Dividend Decisions And Bylaw Changes Will Shape Balanced Outlook
Analysts have adjusted their price target for Banco BBVA Argentina to ARS 10,033.33 from ARS 9,733.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower expected future P/E multiple. What's in the News A board meeting is scheduled for May 15, 2026 to consider a potential dividend payment, according to company disclosures.Actualización de narrativa • May 19
BBAR: Upcoming Governance Decisions And Dividend Proposal Will Support Virtuous Credit Cycle
Analysts have trimmed their price target for Banco BBVA Argentina to ARS16,253 from ARS16,805, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News A board meeting is scheduled for April 28, 2026, to vote on replacing Adriana María Fernández de Melero with Lorenzo de Cristóbal de Nicolás on the CNV/BCRA Audit Committee, highlighting upcoming changes in oversight roles (Key Developments).Actualización de narrativa • Apr 29
BBAR: Proposed Cash Or In Kind Dividend Will Support Future Upside Potential
Analysts have trimmed their price target on Banco BBVA Argentina to ARS 9,733 from ARS 10,033, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E levels. What's in the News Banco BBVA Argentina reported a class action lawsuit filed by Asociación Civil por los Consumidores y el Medio Ambiente, focused on alleged lack of disclosure of exchange rates and potential overcharges or commissions on certain foreign currency credit card conversions to US dollars.Actualización de narrativa • Apr 14
BBAR: Higher Profitability And Proposed Dividend Will Support Future Upside Potential
Analysts have maintained their ARS 10,033 price target for Banco BBVA Argentina, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which leave their overall valuation view unchanged. What's in the News Banco BBVA Argentina disclosed a class action lawsuit filed by Asociación Civil por los Consumidores y el Medio Ambiente (ACYMA), which alleges the bank did not properly disclose exchange rates and may have applied overcharges or commissions when converting certain foreign currency transactions into US dollars for credit card settlements.Actualización de narrativa • Mar 31
BBAR: Higher Profitability And Planned Dividend Will Support Future Upside Potential
Analysts have held Banco BBVA Argentina's fair value estimate steady at ARS 10,033 per share, citing a combination of a slightly lower discount rate, more moderate revenue growth assumptions around 24.35%, a higher projected profit margin near 16.88%, and a small adjustment in the future P/E estimate as the key drivers behind the unchanged price target. What's in the News Board meeting scheduled for March 4, 2026, to consider calling the Annual Ordinary and Extraordinary General Shareholders' Meeting for April 28, 2026, at 3:00 p.m. in Buenos Aires, to be held exclusively in person at Av. Córdoba 111, 1st floor, which is not the registered office (Key Developments).Actualización de narrativa • Mar 17
BBAR: Dividend Proposal And Lower Discount Rate Will Support Future Upside
Analysts have kept their ARS 25,308 price target for Banco BBVA Argentina unchanged, noting only small tweaks in assumptions for discount rate, revenue growth, profit margin and future P/E that did not materially shift their overall valuation view. What's in the News A board meeting is scheduled for March 4, 2026, with an agenda that includes calling the Annual Ordinary and Extraordinary General Shareholders Meeting for April 28, 2026, in Buenos Aires (Key Developments).Actualización de narrativa • Mar 03
BBAR: Lower Discount Rate Will Support Higher Future Earnings Multiple
Analysts have maintained their ARS 25,308 price target for Banco BBVA Argentina, noting that changes to discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models offset one another. Valuation Changes Fair Value: ARS 25,308 remains unchanged in the updated model, with offsetting shifts across key inputs.Actualización de narrativa • Feb 16
BBAR: Lower Discount Rate And Conservative P/E Assumptions Will Support Upside Potential
Analysts have updated their view on Banco BBVA Argentina, lifting the ARS price target to ARS 10,033, supported by a lower discount rate, slightly higher revenue growth and profit margin assumptions, and a reduced forward P/E multiple. What's in the News U.S. banks including JPMorgan, Citi, and Bank of America have set aside a planned US$20b bailout package for Argentina and are instead focusing on a smaller, short term loan package for the government (Wall Street Journal) The original plan reportedly included a US$20b currency swap with the U.S. Treasury Department and a separate US$20b bank led debt facility aimed at supporting President Javier Milei's pro reform agenda (Wall Street Journal) Banco BBVA Argentina is mentioned alongside other publicly traded Argentine banks such as Grupo Financiero Galicia, Banco Macro, and Grupo Supervielle in connection with this funding shift (Wall Street Journal) Valuation Changes Fair Value: ARS 10,033 is unchanged, indicating the updated assumptions lead to the same overall valuation estimate as before.Actualización de narrativa • Feb 02
BBAR: Weaker Capital Profile And Loan Exposure Will Temper Credit Repricing Potential
Analysts have trimmed their price target on Banco BBVA Argentina to US$15, citing a comparatively weaker profitability outlook, a lower Tier 1 ratio at 18% and higher loan exposure versus peers as key factors behind the shift. Analyst Commentary Recent research highlights a cautious stance on Banco BBVA Argentina, with the latest initiation at a Sell rating and a US$15 price target reinforcing the view that the shares carry meaningful execution and balance sheet risks relative to peers.Actualización de narrativa • Jan 19
BBAR: Election Outcome Will Support Healthier Credit Cycle And Repricing Potential
Analysts have raised their fair value estimate for Banco BBVA Argentina from ARS 8,540 to ARS 10,033. This reflects mixed recent research, with some analysts seeing potential for improved credit growth, while others point to profitability constraints and capital ratios as key risks.Actualización de narrativa • Jan 05
BBAR: Election Reset Will Support Healthier Credit Cycle Despite Capital Concerns
The analyst price target for Banco BBVA Argentina has moved from ARS 15,200 to ARS 25,308 as analysts weigh improved growth expectations, a higher assumed discount rate, and a richer future P/E multiple against concerns about profitability and capital strength. Analyst Commentary Recent Street research on Banco BBVA Argentina shows a split view, with some bullish analysts leaning into Argentina's political reset and potential for renewed credit growth, while others remain cautious on profitability and capital strength.Actualización de narrativa • Dec 18
BBAR: Reduced Political Risk Will Support Virtuous Credit Cycle Into 2027
Analysts have modestly raised their price target on Banco BBVA Argentina, with fair value increasing from ARS 16,396 to ARS 16,805. They cite improved revenue growth expectations and a more supportive post election banking backdrop, despite ongoing concerns around profitability and capital ratios.Actualización de narrativa • Dec 04
BBAR: Reduced Political Risk Will Drive Virtuous Credit Cycle Through 2027
Analysts have nudged their price target for Banco BBVA Argentina slightly higher to about $16,400 from roughly $16,300, reflecting expectations for stronger revenue growth and profitability, even as they factor in a higher discount rate amid mixed views on the bank's competitive position and capital strength. Analyst Commentary Analyst opinions on Banco BBVA Argentina remain divided, with recent recommendation changes reflecting shifting views on the country risk backdrop, the bank's capital position, and its ability to translate macro stabilization into sustainable earnings growth.Actualización de narrativa • Nov 19
BBAR: Reduced Election Risk Will Drive Renewed Credit Cycle Through 2027
The analyst price target for Banco BBVA Argentina has been raised significantly from ARS 11,606 to ARS 16,295. Analysts cite improved economic conditions and stronger growth prospects as factors supporting a higher valuation.Actualización de narrativa • Nov 05
BBAR: Shares Will Benefit From Reduced Political Risk After Recent Election
Analysts have raised their price target for Banco BBVA Argentina from ARS 7,817 to ARS 11,606. They cite renewed optimism in the bank's growth prospects following recent election results, which are expected to reduce risk and support a stronger credit cycle.Actualización de narrativa • Oct 21
Analyst Commentary Highlights Lowered Price Target and Ongoing Challenges for Banco BBVA Argentina
Banco BBVA Argentina's analyst price target has been lowered from ARS 9,663 to ARS 7,817. Analysts cite recent macroeconomic challenges and expectations of softer bank fundamentals following a sector-wide downgrade to Neutral.Actualización de narrativa • Sep 12
Argentina's Financial Normalization Will Fuel Digital Lending Growth
Analysts have lowered their price target for Banco BBVA Argentina to ARS9663, citing heightened macroeconomic and sector uncertainty—including elevated funding costs and suppressed credit demand—which has diminished confidence in the bank's near-term outlook. Analyst Commentary Lowered confidence in sector fundamentals due to adverse electoral outcomes driving greater macroeconomic uncertainty.Actualización de narrativa • Aug 22
Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities
Upward revisions to both revenue growth forecasts and net profit margin expectations for Banco BBVA Argentina have driven a notable increase in its consensus analyst price target from ARS10020 to ARS11747. Valuation Changes Summary of Valuation Changes for Banco BBVA Argentina The Consensus Analyst Price Target has significantly risen from ARS10020 to ARS11747.
Nueva narrativa • Jan 19
Easing FX Restrictions And Lower PAIS Tax Will Boost Investment
Economic recovery signs and easing FX restrictions could drive revenue growth and improve net margins through increased investment.Rentabilidad de los accionistas
| BBAR | AR Banks | Mercado AR | |
|---|---|---|---|
| 7D | -1.9% | -1.3% | -0.05% |
| 1Y | 60.7% | 45.3% | 49.8% |
Rentabilidad vs. Industria: BBAR superó a la industria AR Banks, que obtuvo un rendimiento del 45.3% el año pasado.
Rentabilidad vs. Mercado: BBAR superó al mercado AR, que obtuvo un rendimiento del 49.8% el año pasado.
Volatilidad de los precios
| BBAR volatility | |
|---|---|
| BBAR Average Weekly Movement | 9.1% |
| Banks Industry Average Movement | 8.0% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in AR Market | 7.5% |
| 10% least volatile stocks in AR Market | 3.3% |
Precio estable de las acciones: El precio de las acciones de BBAR ha sido volátil durante los últimos 3 meses en comparación con el mercado AR.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BBAR(9%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de AR.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1886 | 6,399 | Jorge Bledel | www.bbva.com.ar |
Banco BBVA Argentina S.A. ofrece diversos productos y servicios bancarios a particulares y empresas en Argentina. La empresa ofrece productos y servicios de banca minorista, como cuentas corrientes y de ahorro, depósitos a plazo, financiación de tarjetas de crédito, préstamos al consumo y prendarios, hipotecas, seguros y productos de inversión a particulares; y productos y servicios para pequeñas y medianas empresas, como productos de financiación, factoring, cuentas corrientes, depósitos a plazo, servicios transaccionales y de nóminas, seguros y productos de inversión a empresas del sector privado. También ofrece productos y servicios de banca corporativa y de inversión, como servicios de transacciones globales; soluciones de mercados globales que comprenden gestión de riesgos e intermediación de valores; productos de financiación a largo plazo, como financiación de proyectos y préstamos sindicados; y servicios de financiación corporativa que comprenden fusiones y adquisiciones, y servicios de asesoramiento sobre mercados de capitales a corporaciones y empresas multinacionales.
Resumen de fundamentos de Banco BBVA Argentina S.A.
| Estadísticas fundamentales de BBAR | |
|---|---|
| Capitalización bursátil | AR$6.27t |
| Beneficios(TTM) | AR$224.41b |
| Ingresos (TTM) | AR$3.15t |
28.0x
Ratio precio-beneficio (PE)1.6x
Precio/valor contable ¿Está BBAR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BBAR | |
|---|---|
| Ingresos | AR$3.15t |
| Coste de los ingresos | AR$63.58b |
| Beneficio bruto | AR$3.08t |
| Otros gastos | AR$2.86t |
| Beneficios | AR$224.41b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 27, 2026
| Beneficios por acción (BPA) | 366.25 |
| Margen bruto | 97.98% |
| Margen de beneficio neto | 7.13% |
| Ratio deuda/patrimonio | 64.3% |
¿Cómo se ha desempeñado BBAR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.4%
Rentabilidad actual por dividendo29%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/20 07:20 |
| Precio de las acciones al final del día | 2026/07/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Banco BBVA Argentina S.A. está cubierta por 9 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Lucas Ramirez | BofA Global Research |
| Brian Flores | Citigroup Inc |
| Daer Labarta | Deutsche Bank |