Banco Santander, S.A.

BME:SAN 株式レポート

時価総額:€150.6b

Banco Santander 将来の成長

Future 基準チェック /36

Banco Santander利益と収益がそれぞれ年間14.8%と11.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.1% 15.1%なると予測されています。

主要情報

14.8%

収益成長率

15.11%

EPS成長率

Banks 収益成長10.9%
収益成長率11.8%
将来の株主資本利益率16.12%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 Apr 24

SAN: Share Buybacks And Rising Cash Dividends Will Support Future Upside

Analysts have made a small upward adjustment to Banco Santander's price target, lifting it from €11.90 to about €11.94, reflecting updates to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The General Shareholders’ Meeting on 27 March 2026 approved an amendment to the bylaws article relating to capital and the number of shares.
ナラティブの更新 Apr 10

SAN: Expanded Buybacks And Higher Cash Dividends Will Support Future Upside

Analysts have slightly adjusted their price target for Banco Santander to €11.90 from €11.95, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Shareholders approved an amendment to the Bylaws article relating to capital and the number of shares at the General Shareholders' Meeting on 27 March 2026 (Key Developments).
ナラティブの更新 Mar 26

SAN: Ongoing Buybacks And Rising Dividend Payouts Will Support Future Upside Potential

Analysts have made a slight downward adjustment to Banco Santander's price target, moving it from €11.98 to €11.95, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Banco Santander has completed a share buyback of 1,403,170,478 shares, representing 8.98% of its share capital, for a total of €7,016.34m under the program announced on October 5, 2023 (Key Developments).
ナラティブの更新 Mar 12

SAN: Rising Dividends And Buybacks Will Support Attractive Future Return Potential

Analysts have nudged their price target on Banco Santander higher from about €11.47 to roughly €11.98. This reflects updated assumptions around slightly lower discount rates, higher projected revenue growth, modestly stronger profit margins and a reduced future P/E multiple.
ナラティブの更新 Feb 26

SAN: Dividend Plans And Buybacks Will Support Fairly Balanced Return Prospects

Analysts have adjusted their price target for Banco Santander to €11.47 from €10.73, citing updated assumptions for revenue growth, profit margins, discount rate, and forward P/E that they see as better aligned with the bank's current fundamentals. What's in the News The board plans to submit a final cash dividend of €0.125 per share against 2025 profit for approval at the AGM expected on 27 March 2026.
ナラティブの更新 Feb 10

SAN: Buybacks And Earnings Assumptions Will Support Fairly Balanced Return Prospects

Analysts have nudged their price target on Banco Santander higher to €10.73 from €10.34, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. These changes reflect their latest assessment of the bank's risk and earnings profile.
ナラティブの更新 Jan 27

SAN: Dividend Payout And Earnings Guidance Will Support Fairly Balanced Return Prospects

Analysts have raised their price target for Banco Santander from €9.68 to €10.34, citing updated assumptions that include slightly higher revenue growth and profit margins, a modestly lower discount rate, and a small adjustment to the assumed future P/E multiple. What's in the News Banco Santander has scheduled a special or extraordinary shareholders meeting for November 28, 2025, in São Paulo, Brazil, at Avenida Presidente Juscelino Kubitschek 2041, Mezanino, Vila Nova Conceicao (Key Developments).
ナラティブの更新 Jan 12

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

Analysts have inched their price target for Banco Santander higher, lifting fair value by €0.15 to €9.68 as slightly lower discount rate assumptions, a marginally stronger profit margin outlook and a modestly higher future P/E expectation offset small adjustments to revenue growth forecasts. What's in the News Banco Santander has called a special or extraordinary shareholders meeting for November 28, 2025 in São Paulo, Brazil, with a follow up special or extraordinary meeting scheduled for January 15, 2026 at the same Avenida Presidente Juscelino Kubitschek address in Vila Nova Conceição, São Paulo (Key Developments).
ナラティブの更新 Dec 15

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

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.
ナラティブの更新 Nov 30

SAN: Revenue Outlook And Upcoming Dividend Are Expected To Drive Stable Returns

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).
ナラティブの更新 Nov 16

SAN: Revenue Guidance And Dividends To Support Steady Performance Ahead

Analysts have raised their price target for Banco Santander from €9.19 to €9.30, citing improved profit margin forecasts and a slightly reduced discount rate as key factors supporting the upward revision. What's in the News Banco Santander announced an interim cash dividend of 11.5 euro cents per share to be paid from 3 November 2025.
ナラティブの更新 Nov 01

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

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).
ナラティブの更新 Oct 18

Digital Banking And Latin America Urbanization Will Unlock New Value

Analysts have raised the fair value estimate for Banco Santander from €8.65 to €8.83, citing modest improvements in projected profit margins and revenue growth expectations. What's in the News Banco Santander's board of directors approved an interim cash dividend of 11.5 euro cents per share.
分析記事 Oct 18

Banco Santander's (BME:SAN) Upcoming Dividend Will Be Larger Than Last Year's

Banco Santander, S.A.'s ( BME:SAN ) dividend will be increasing from last year's payment of the same period to €0.0932...
ナラティブの更新 Oct 04

Digital Banking And Latin America Urbanization Will Unlock New Value

Analysts have raised their price target for Banco Santander from €8.20 to €8.65, citing modest improvements in revenue growth and profit margin projections along with a slightly lower discount rate. What's in the News A Special/Extraordinary Shareholders Meeting is scheduled for October 16, 2025, in São Paulo, Brazil (Key Developments) A Board Meeting is set for July 29, 2025, to discuss interim condensed consolidated financial statements for the six months ended June 30, 2025 (Key Developments) A Board Meeting is planned for February 25, 2025, to review consolidated annual accounts for 2024 and to consider payment of a complementary dividend (Key Developments) An upcoming Analyst/Investor Day has been announced (Key Developments) Valuation Changes The consensus analyst price target has increased from €8.20 to €8.65.
分析記事 Oct 03

Banco Santander (BME:SAN) Is Paying Out A Larger Dividend Than Last Year

Banco Santander, S.A. ( BME:SAN ) has announced that it will be increasing its dividend from last year's comparable...
ナラティブの更新 Sep 19

Digital Banking And Latin America Urbanization Will Unlock New Value

Driven by modest improvements in both revenue growth and net profit margin forecasts, analysts have raised their price target for Banco Santander from €8.00 to €8.20. What's in the News Santander and Barclays are the only remaining contenders to acquire Banco de Sabadell's UK unit, TSB; a sale decision is expected soon, with BBVA pursuing a potential takeover of Sabadell.
ナラティブの更新 Sep 04

Digital Banking And Latin America Urbanization Will Unlock New Value

Banco Santander’s consensus price target was maintained at €8.00, as a marginally higher future P/E multiple offset steady revenue growth projections. What's in the News Banco Santander is one of two main contenders to acquire Banco de Sabadell’s UK unit, TSB, alongside Barclays, with both banks in the final bidding stages.
分析記事 Jun 25

Here's Why We Think Banco Santander (BME:SAN) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
新しいナラティブ Feb 09

Banco Santander set to boost capital revenues and RoTE by 2025

Banco Santander is present in Europe (Germany, Austria, Belgium, Denmark, Spain, Finland, Isle of Man, Italy, Norway, Poland, Portugal and the UK); North America (USA, Mexico); South America (Argentin
User avatar
新しいナラティブ Nov 07

Santander's Global Expansion And Innovation Set To Drive Impressive Revenue Growth And Efficiency Gains

Strategic expansions in digital onboarding and cross-border operations enhance revenue growth and fee income globally.

業績と収益の成長予測

BME:SAN - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202870,59920,075N/AN/A14
12/31/202767,77817,890N/AN/A15
12/31/202663,18215,801N/AN/A16
3/31/202647,37412,468-22,009-15,418N/A
12/31/202546,83611,937-22,494-14,835N/A
9/30/202550,67412,7996,45415,155N/A
6/30/202550,15812,57629,65638,621N/A
3/31/202546,86810,891-5,2974,643N/A
12/31/202447,81010,713-34,753-24,155N/A
9/30/202446,60810,682-51,065-38,354N/A
6/30/202447,56610,747-56,893-43,262N/A
3/31/202447,69910,701N/AN/AN/A
12/31/202343,2619,526-8,6285,015N/A
9/30/202344,1429,545N/AN/AN/A
6/30/202342,9189,486-3,0118,425N/A
3/31/202341,7189,104N/AN/AN/A
12/31/202241,9479,07616,86627,706N/A
9/30/202241,1209,025N/AN/AN/A
6/30/202240,4428,75623,52236,032N/A
3/31/202239,8868,493N/AN/AN/A
12/31/202139,0077,55845,28856,691N/A
9/30/202136,6985,574N/AN/AN/A
6/30/202135,6055,15739,80149,130N/A
3/31/202133,289-8,046N/AN/AN/A
12/31/202031,840-9,32357,63366,153N/A
9/30/202034,633-6,860N/AN/AN/A
6/30/202036,271-8,08937,41950,157N/A
3/31/202038,9594,55925,67639,343N/A
12/31/201940,9365,920N/A3,389N/A
9/30/201940,1305,648N/AN/AN/A
6/30/201939,3986,697N/A8,848N/A
3/31/201939,3397,012N/A12,642N/A
12/31/201839,3267,250N/A3,416N/A
9/30/201839,4606,761N/A-6,167N/A
6/30/201839,8916,272N/A20,885N/A
3/31/201839,6646,371N/A22,462N/A
12/31/201739,4026,224N/A40,188N/A
9/30/201737,9666,310N/A64,041N/A
6/30/201736,5316,564N/A40,295N/A
3/31/201735,7436,104N/A25,895N/A
12/31/201634,4785,870N/A21,823N/A
9/30/201633,6074,312N/A15,760N/A
6/30/201633,8844,310N/A9,765N/A
3/31/201634,4575,590N/A12,217N/A
12/31/201535,1815,690N/A5,678N/A
9/30/201536,6497,143N/A-9,296N/A
6/30/201536,0197,144N/A-18,149N/A

アナリストによる今後の成長予測

収入対貯蓄率: SANの予測収益成長率 (年間14.8% ) は 貯蓄率 ( 2.7% ) を上回っています。

収益対市場: SANの収益 ( 14.8% ) はSpanish市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高成長収益: SANの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SANの収益 ( 11.8% ) Spanish市場 ( 6.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: SANの収益 ( 11.8% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: SANの 自己資本利益率 は、3年後には低くなると予測されています ( 16.1 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 23:16
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Banco Santander, S.A. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
Javier Esteban LarioBanco de Sabadell. S.A.
Thomas Andrew RaynerBarclays
Cecilia Romero ReyesBarclays