CaixaBank, S.A.

BME:CABK 주식 리포트

시가총액: €80.9b

CaixaBank 경영진

경영진 기준 점검 4/4

CaixaBank CEO는 Gonzalo Gortazar Rotaeche, Jun2014 에 임명되었습니다 의 임기는 11.92 년입니다. 총 연간 보상은 €2.85M, 73.9% 급여 및 26.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €4.70M 가치에 해당하는 회사 주식의 0.006% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.5 년과 6.3 년입니다.

핵심 정보

Gonzalo Gortazar Rotaeche

최고경영자

€2.8m

총 보수

CEO 급여 비율73.88%
CEO 재임 기간11.9yrs
CEO 지분 보유율0.006%
경영진 평균 재임 기간7.5yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
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새로운 내러티브 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.

CEO 보수 분석

Gonzalo Gortazar Rotaeche의 보수는 CaixaBank의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€6b

Dec 31 2025€3m€2m

€6b

Sep 30 2025n/an/a

€6b

Jun 30 2025n/an/a

€6b

Mar 31 2025n/an/a

€6b

Dec 31 2024€3m€2m

€6b

Sep 30 2024n/an/a

€5b

Jun 30 2024n/an/a

€5b

Mar 31 2024n/an/a

€5b

Dec 31 2023€3m€2m

€5b

Sep 30 2023n/an/a

€4b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022€3m€2m

€3b

Sep 30 2022n/an/a

€3b

Jun 30 2022n/an/a

€2b

Mar 31 2022n/an/a

€901m

Dec 31 2021€2m€2m

€5b

Sep 30 2021n/an/a

€5b

Jun 30 2021n/an/a

€5b

Mar 31 2021n/an/a

€6b

Dec 31 2020€3m€2m

€1b

Sep 30 2020n/an/a

€1b

Jun 30 2020n/an/a

€1b

Mar 31 2020n/an/a

€1b

Dec 31 2019€4m€2m

€2b

보상 대 시장: Gonzalo의 총 보수(USD3.32M)는 Spanish 시장에서 비슷한 규모 기업의 평균(USD3.32M) 수준입니다.

보상과 수익: Gonzalo의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Gonzalo Gortazar Rotaeche (60 yo)

11.9yrs
재임 기간
€2,848,000
보수

리더십 팀

이름직위재임 기간보수지분
Tomas Muniesa Arantegui
President & Chairman8.3yrs€1.64m0.0044%
€ 3.5m
Gonzalo Gortazar Rotaeche
CEO & Executive Director11.9yrs€2.85m0.0058%
€ 4.7m
Javier Pano Riera
Chief Financial Officer11.8yrs데이터 없음데이터 없음
Luis Blas Agueros
COO & Media Director5.3yrs데이터 없음데이터 없음
Marta Noguer
Head of Investor and Shareholder Relations3yrs데이터 없음데이터 없음
Oscar de Oya
Board Secretary & General Counsel12yrs데이터 없음데이터 없음
Natividad Capella Pifarre
Head of Risk Management & Complianceless than a year데이터 없음데이터 없음
Maria Martinez Gistau
Head of Communication & Institutional Relationsno data데이터 없음데이터 없음
David Puig
Chief People Officer4.3yrs데이터 없음데이터 없음
Jordi Lopez
Head of Retail9.5yrs데이터 없음데이터 없음
Ignacio Moliner Robredo
Managing Director of M&Ano data데이터 없음데이터 없음
Francisco Valle T-Figueras
Head of Insurance7.5yrs데이터 없음데이터 없음
7.5yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: CABK의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.5 년).


이사회 구성원

이름직위재임 기간보수지분
Tomas Muniesa Arantegui
President & Chairman8.3yrs€1.64m0.0044%
€ 3.5m
Gonzalo Gortazar Rotaeche
CEO & Executive Director11.9yrs€2.85m0.0058%
€ 4.7m
Fernando da Costa Duarte Ulrich
Independent External Director5.4yrs€212.00k데이터 없음
Pablo Forero Calderon
Independent External Director1.1yrs€119.00k데이터 없음
Cristina Garmendia Mendizabal
Independent External Director7.1yrs€298.00k데이터 없음
Maria Fisas Verges
Independent External Director10.3yrs€170.00k데이터 없음
Koro Usarraga Unsain
Independent External Director9.9yrs€296.00k0.00010%
€ 80.9k
Rosa García Piñeiro
Independent Director1.1yrs€153.00k데이터 없음
Eduardo Sanchiz Irazu
Lead Independent Director8.7yrs€345.00k0.00012%
€ 97.0k
Maria Santero Quintilla
Proprietary Director5.4yrs€170.00k데이터 없음
Peter Loscher
Independent Deputy Chairman3.2yrs€188.00k데이터 없음
Luis Satorre
Independent Director1.1yrs€119.00k데이터 없음
6.3yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: CABK의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 18:29
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

CaixaBank, S.A.는 38명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Javier Esteban LarioBanco de Sabadell. S.A.
Jesús Gómez DominguezBanco Santander
Cecilia Romero ReyesBarclays