CaixaBank Gestione
Criteri Gestione verificati 4/4
CaixaBank Il CEO è Gonzalo Gortazar Rotaeche, nominato in Jun2014, e ha un mandato di 11.92 anni. la retribuzione annua totale è € 2.85M, composta da 73.9% di stipendio e 26.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.006% delle azioni della società, per un valore di € 4.70M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.5 anni e 6.3 anni.
Informazioni chiave
Gonzalo Gortazar Rotaeche
Amministratore delegato
€2.8m
Compenso totale
| Percentuale dello stipendio del CEO | 73.88% |
| Mandato del CEO | 11.9yrs |
| Proprietà del CEO | 0.006% |
| Durata media del management | 7.5yrs |
| Durata media del Consiglio di amministrazione | 6.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 18
CABK: Asset Quality And Capital Strength Will Support Steady Profitability Expectations
The analyst fair value estimate for CaixaBank has moved from €11.49 to €11.75, with analysts pointing to updated price targets from several banks and support from views around asset quality, capital generation, and expected profitability metrics. Analyst Commentary Recent research on CaixaBank shows a mix of optimism and caution as analysts reassess price targets and ratings around updated views on asset quality, capital generation, and profitability.Aggiornamento della narrazione • Apr 27
CABK: Asset Quality And Capital Strength Will Support Balanced Execution Risks
CaixaBank's analyst fair value estimate has nudged up from €11.34 to €11.49, as analysts factor in slightly higher profit margins, a marginally lower discount rate, and a series of recent price target revisions from JPMorgan, Citi, Deutsche Bank and RBC. Analyst Commentary Recent Street research on CaixaBank has focused on fine tuning price targets and reassessing ratings as analysts weigh asset quality, capital generation and execution risks.Aggiornamento della narrazione • Apr 12
CABK: Strong Asset Quality And Capital Strength Will Support Balanced Future Re Rating
The updated analyst price target for CaixaBank reflects a small adjustment to €11.34, with analysts citing strong asset quality, healthy capital generation and a series of recent target raises from major banks as support for a more constructive stance on the shares. Analyst Commentary Recent research points to a more balanced view on CaixaBank, with several firms adjusting targets and recommendations around the current valuation, execution track record and growth profile.Aggiornamento della narrazione • Mar 27
CABK: Strong Asset Quality And Capital Generation Will Support Future Re Rating
CaixaBank’s updated analyst price target edges slightly lower to €11.38 from €11.39, with analysts pointing to supportive views on asset quality and capital generation as key reasons for maintaining a broadly steady outlook. Analyst Commentary Recent research updates cluster around a similar valuation range for CaixaBank, with several price targets sitting near or above the latest consensus figure.Aggiornamento della narrazione • Mar 12
CABK: Strong Asset Quality And Capital Generation Will Support Upgraded Bullish Outlook
The analyst price target for CaixaBank has been adjusted slightly higher to €11.39 from €11.35, with analysts pointing to strong asset quality, healthy capital generation and generally higher Street targets as support for the updated view. Analyst Commentary Recent research on CaixaBank clusters around supportive views on asset quality and capital generation, alongside a series of upward adjustments to price targets.Aggiornamento della narrazione • Feb 25
CABK: Asset Quality And Capital Strength Will Support A Measured Forward Outlook
CaixaBank's updated analyst price target has edged up from about €10.97 to roughly €11.35, with analysts pointing to stronger asset quality, healthy capital generation and a series of recent target increases from major banks as key supports. Analyst Commentary Recent research updates cluster around a similar theme, with bullish analysts highlighting asset quality, capital strength and a series of higher price targets as the main supports for CaixaBank's current valuation.Aggiornamento della narrazione • Feb 11
CABK: Street Revisions And Governance Changes Will Shape A Balanced Outlook
Analysts have lifted their CaixaBank fair value estimate from €10.30 to €10.97, reflecting updated assumptions on revenue growth, profitability, discount rate and future P/E following recent Street research price target increases from JPMorgan, RBC Capital and Citi. Analyst Commentary Recent price target moves, including the €11.55 target and smaller upward revisions, indicate that research desks are reassessing CaixaBank's valuation framework, particularly around earnings power and the multiples they are comfortable applying.
Nuova narrazione • Jan 29
Robust Client Growth And Digital Investment Will Support Stronger Long Term Prospects
Catalysts About CaixaBank CaixaBank is a leading Iberian financial group focused on retail and commercial banking, wealth management, insurance and corporate banking across Spain and Portugal. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jan 27
CABK: Higher Fair Value And Ongoing Buybacks Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for CaixaBank up from €9.96 to €10.30, citing recent Street price target increases from firms such as JPMorgan, Citi and RBC Capital as key support for the higher range of outcomes. Analyst Commentary Bullish Takeaways Bullish analysts are clustering their targets in a range that extends up to €11.55, which supports a view that there is still headroom above the current fair value estimate of €10.30.Aggiornamento della narrazione • Jan 12
CABK: Share Buybacks And Steady Earnings Assumptions Will Support Balanced Forward Outlook
Narrative Update The updated analyst price target for CaixaBank edges higher, supported by recent target lifts to €11.55 and €8.75 from research houses, as well as by small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research points to a generally constructive stance on CaixaBank, with higher price targets indicating that some analysts see more upside potential than before, even if they differ on how much headroom is left from current levels.Aggiornamento della narrazione • Dec 18
CABK: Share Buybacks And Resilient Profitability Will Underpin Balanced Forward Performance
The analyst price target for CaixaBank has been raised from EUR 9.64 to EUR 9.73, as analysts point to slightly faster projected revenue growth, modestly higher profitability, a lower discount rate, and reinforced confidence reflected in recent sector peer research. Analyst Commentary Recent research updates indicate a generally constructive stance on CaixaBank, with upward revisions to price targets and a shift toward more balanced ratings.Aggiornamento della narrazione • Dec 04
CABK: Buybacks And Resilient Profitability Will Support Measured Forward Performance
Analysts have nudged their price target on CaixaBank higher, reflecting improved fair value estimates to about EUR 9.64 from EUR 9.50 as they highlight healthier loan and revenue growth expectations, resilient profitability, and a supportive forward P E multiple. Analyst Commentary Recent Street research reflects a more constructive stance on CaixaBank, driven by improving growth expectations and a valuation that is seen as better aligned with fundamentals.Aggiornamento della narrazione • Nov 20
CABK: Solid Loan Outlook And Resilient Profitability To Support Balanced Performance
CaixaBank's analyst price target has increased from €9.29 to €9.50. This change reflects improved sentiment among analysts, due to solid revenue growth prospects, ongoing profitability, and recent upward revisions to price targets by major research firms.Aggiornamento della narrazione • Nov 04
CABK: Future Earnings Will Depend On Execution And Resilient Profit Margins
Analysts have raised their price target for CaixaBank from €9.04 to €9.29. They cite expectations for stronger revenue growth, improved profit margins, and a lower discount rate that supports higher fair value estimates.Aggiornamento della narrazione • Oct 18
Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand
Analysts have raised their price target on CaixaBank from €8.78 to €9.04. They highlight improved loan growth expectations, resilient profitability, and continued strength in the bank's fee and insurance operations.Articolo di analisi • Oct 15
Should You Be Adding CaixaBank (BME:CABK) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Aggiornamento della narrazione • Oct 04
Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand
The analyst fair value estimate for CaixaBank has increased to €8.78 from €8.52. Analysts point to resilient profitability and positive outlooks on loan growth and fee businesses as reasons supporting the upward revision.Aggiornamento della narrazione • Sep 19
Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand
Analysts have raised CaixaBank’s price target to €8.52, citing improved net interest income, cost controls, stronger-than-expected results, and stable credit quality. Analyst Commentary Bullish analysts highlight improving net interest income driven by higher interest rates and better-than-expected lending margins.Aggiornamento della narrazione • Sep 04
Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand
Analysts have increased their price targets for CaixaBank due to improved earnings visibility, better-than-expected net interest income growth, higher loan volumes, resilient asset quality, and strong capital management, resulting in the consensus price target holding steady at €8.29. Analyst Commentary Bullish analysts are raising price targets on CaixaBank based on improved earnings visibility.
Nuova narrazione • Nov 07
Unlocking Profit Through Tactical Capital Management And Market Expansion
Stabilized net interest income and expanding customer funds highlight CaixaBank's potential for future revenue growth through diverse income streams.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | €6b |
| Dec 31 2025 | €3m | €2m | €6b |
| Sep 30 2025 | n/a | n/a | €6b |
| Jun 30 2025 | n/a | n/a | €6b |
| Mar 31 2025 | n/a | n/a | €6b |
| Dec 31 2024 | €3m | €2m | €6b |
| Sep 30 2024 | n/a | n/a | €5b |
| Jun 30 2024 | n/a | n/a | €5b |
| Mar 31 2024 | n/a | n/a | €5b |
| Dec 31 2023 | €3m | €2m | €5b |
| Sep 30 2023 | n/a | n/a | €4b |
| Jun 30 2023 | n/a | n/a | €3b |
| Mar 31 2023 | n/a | n/a | €3b |
| Dec 31 2022 | €3m | €2m | €3b |
| Sep 30 2022 | n/a | n/a | €3b |
| Jun 30 2022 | n/a | n/a | €2b |
| Mar 31 2022 | n/a | n/a | €901m |
| Dec 31 2021 | €2m | €2m | €5b |
| Sep 30 2021 | n/a | n/a | €5b |
| Jun 30 2021 | n/a | n/a | €5b |
| Mar 31 2021 | n/a | n/a | €6b |
| Dec 31 2020 | €3m | €2m | €1b |
| Sep 30 2020 | n/a | n/a | €1b |
| Jun 30 2020 | n/a | n/a | €1b |
| Mar 31 2020 | n/a | n/a | €1b |
| Dec 31 2019 | €4m | €2m | €2b |
Compensazione vs Mercato: La retribuzione totale di Gonzalo ($USD 3.32M ) è circa la media per le aziende di dimensioni simili nel mercato Spanish ($USD 3.32M ).
Compensazione vs guadagni: La retribuzione di Gonzalo è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Gonzalo Gortazar Rotaeche (60 yo)
11.9yrs
Mandato
€2,848,000
Compensazione
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President & Chairman | 8.3yrs | €1.64m | 0.0044% € 3.5m | |
| CEO & Executive Director | 11.9yrs | €2.85m | 0.0058% € 4.7m | |
| Chief Financial Officer | 11.8yrs | Nessun dato | Nessun dato | |
| COO & Media Director | 5.3yrs | Nessun dato | Nessun dato | |
| Head of Investor and Shareholder Relations | 3yrs | Nessun dato | Nessun dato | |
| Board Secretary & General Counsel | 12yrs | Nessun dato | Nessun dato | |
| Head of Risk Management & Compliance | less than a year | Nessun dato | Nessun dato | |
| Head of Communication & Institutional Relations | no data | Nessun dato | Nessun dato | |
| Chief People Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Head of Retail | 9.5yrs | Nessun dato | Nessun dato | |
| Managing Director of M&A | no data | Nessun dato | Nessun dato | |
| Head of Insurance | 7.5yrs | Nessun dato | Nessun dato |
7.5yrs
Durata media
59yo
Età media
Gestione esperta: Il team dirigenziale di CABK è esperto e expertise (durata media dell'incarico 7.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President & Chairman | 8.3yrs | €1.64m | 0.0044% € 3.5m | |
| CEO & Executive Director | 11.9yrs | €2.85m | 0.0058% € 4.7m | |
| Independent External Director | 5.4yrs | €212.00k | Nessun dato | |
| Independent External Director | 1.1yrs | €119.00k | Nessun dato | |
| Independent External Director | 7.1yrs | €298.00k | Nessun dato | |
| Independent External Director | 10.3yrs | €170.00k | Nessun dato | |
| Independent External Director | 9.9yrs | €296.00k | 0.00010% € 80.9k | |
| Independent Director | 1.1yrs | €153.00k | Nessun dato | |
| Lead Independent Director | 8.7yrs | €345.00k | 0.00012% € 97.0k | |
| Proprietary Director | 5.4yrs | €170.00k | Nessun dato | |
| Independent Deputy Chairman | 3.2yrs | €188.00k | Nessun dato | |
| Independent Director | 1.1yrs | €119.00k | Nessun dato |
6.3yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CABK sono considerati esperti (durata media dell'incarico 6.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/29 21:22 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CaixaBank, S.A. è coperta da 38 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Javier Esteban Lario | Banco de Sabadell. S.A. |
| Jesús Gómez Dominguez | Banco Santander |
| Cecilia Romero Reyes | Barclays |