Spanish Banks Stock News

BME:SAN
BME:SANBanks

Santander Mortgage Shift And Loan Risks Versus Perceived Valuation Upside

Banco Santander has withdrawn its 60% loan to value mortgage products for certain UK first time buyers borrowing under £250,000. The change affects borrowers seeking lower LTV deals on smaller loans, reshaping parts of Santander's offering to new entrants to the housing market. For investors tracking Banco Santander (BME:SAN), the move comes as the bank's shares trade around €10.928, with a return of 88.0% over the past year and 332.7% over five years. Recent shorter term performance has...
BME:ENG
BME:ENGGas Utilities

Enagás (BME:ENG) Valuation Check After 2025 Profit Turnaround And Renewed Investor Interest

Why Enagás stock is back on investors’ radar Enagás (BME:ENG) is drawing fresh attention after its full year 2025 results showed sales of €960.4 million and net income of €339.11 million, compared with a net loss the previous year. See our latest analysis for Enagás. The earnings turnaround has been met with a solid 12.53% year to date share price return at €15.04 and a 30.01% total shareholder return over the past year. This suggests that momentum has been building as investors reassess risk...
BME:GRE
BME:GRERenewable Energy

Is US$355m Central Oasis Hybrid Financing Altering The Investment Case For Grenergy Renovables (BME:GRE)?

In February 2026, Grenergy Renovables announced it had secured a US$355,000,000 non-recourse senior financing package from BNP Paribas, Santander and Rabobank to refinance and expand several Central Oasis solar-plus-storage projects in Chile totaling 398 MW of solar capacity and 1.4 GWh of storage. This agreement, fully backed by long-term power purchase agreements and complemented by energy sales through its GR Power retail arm, strengthens Grenergy’s position in Chile’s hybrid renewable...
BME:REP
BME:REPOil and Gas

Assessing Repsol (BME:REP) Valuation After Earnings, Higher Cash Returns And Growth Plans In Venezuela And Libya

Repsol (BME:REP) is back in focus after its full year 2025 earnings update, which combined detailed cash flow and renewables data with an 8% dividend increase, a €350 million buyback, and expansion plans in Venezuela and Libya. See our latest analysis for Repsol. The 1 month share price return of 15.82% and 7 day gain of 7.71% have come alongside the 2025 earnings release and fresh Venezuela and Libya plans. At the same time, a 1 year total shareholder return of 52.41% and 5 year total...
BME:CABK
BME:CABKBanks

CaixaBank (BME:CABK) FY 2025 Margin Strength Reinforces Bullish Profitability Narratives

CaixaBank (BME:CABK) has just posted its FY 2025 numbers with fourth quarter revenue of €3.9b and basic EPS of €0.21, framing a year in which trailing twelve month revenue reached €15.3b and EPS came in at €0.83. Over recent periods, revenue has moved from €14.8b on a trailing basis at the end of 2024 to €15.3b by the end of 2025, while trailing EPS increased from €0.76 to €0.83. This sets the backdrop for a story focused on earnings momentum and profitability. With a reported trailing net...
BME:CABK
BME:CABKBanks

Assessing CaixaBank (BME:CABK) Valuation After Planned Amortization Of Convertible Preferred Securities

CaixaBank (BME:CABK) has drawn fresh attention after announcing the amortization of convertible preferred securities issued in March 2018. This capital structure move is scheduled for March and could influence how investors view its financial flexibility. See our latest analysis for CaixaBank. At a share price of €10.7, CaixaBank has seen a 15.63% 90 day share price return and a very large 5 year total shareholder return, which suggests that momentum has been strong rather than fading...
BME:PUIG
BME:PUIGPersonal Products

Puig Brands BME PUIG Margin Resilience Challenges Bearish Narratives In FY 2025 First Half

Puig Brands (BME:PUIG) prints higher revenue and EPS into FY 2025 Puig Brands (BME:PUIG) opened FY 2025 with first half revenue of about €2.3b and basic EPS of €0.49, setting the tone for another year where the income statement is front and center for investors watching the fragrance and beauty group. The company has seen revenue move from €2.17b in the first half of 2024 to €2.62b in the second half of 2024 and then to €2.30b in the first half of 2025, while basic EPS shifted from €0.27 to...
BME:IDR
BME:IDRIT

Assessing Indra Sistemas (BME:IDR) Valuation After Third Point Stake And Defense Restructuring Moves

Indra Sistemas (BME:IDR) is in focus after hedge fund Third Point LLC disclosed a new stake and backed Chairman Ángel Escribano’s plan to acquire Escribano Mechanical & Engineering to build a larger Spanish defense group. See our latest analysis for Indra Sistemas. These moves come after a strong run for investors, with a 1-year total shareholder return of around 190% and a roughly 7x total shareholder return over five years. This comes even though the 1-month share price return of 6.32% is...
BME:SAB
BME:SABBanks

Assessing Banco Sabadell (BME:SAB) Valuation After CEO Exit And Weaker Earnings

CEO transition and softer earnings put Banco de Sabadell in focus Banco de Sabadell (BME:SAB) is in the spotlight after its CEO, César González-Bueno, agreed with the board to step down, alongside quarterly and full year results showing year-over-year net income declines. See our latest analysis for Banco de Sabadell. At a share price of €3.196, Banco de Sabadell has seen mixed share price momentum recently, with a 1 day share price return of 0.63% but a year to date share price return...
BME:COXG
BME:COXGRenewable Energy

3 European Stocks Estimated To Be Up To 47.9% Below Intrinsic Value

As European markets navigate volatility and digest global economic data, the pan-European STOXX Europe 600 Index recently reached a new high before settling with a modest gain. Amid these fluctuating conditions, identifying undervalued stocks can be crucial for investors seeking potential opportunities; such stocks may offer value by trading below their intrinsic worth despite broader market challenges.
BME:FDR
BME:FDRMachinery

Assessing Fluidra (BME:FDR) Valuation As Investor Interest Returns To The Stock

Why Fluidra Stock Is Back on Investors’ Radar Fluidra (BME:FDR) has caught investor attention again after a period of mixed short term returns, with the share price slightly lower over the past week but positive over the month and past 3 months. See our latest analysis for Fluidra. While the 1 day share price return of Fluidra shows a small decline, the 90 day share price return of 13.02% and 1 year total shareholder return of 11.86% suggest that momentum has been building over a longer...
BME:PHM
BME:PHMBiotechs

European Stocks That May Be Trading Below Their Estimated Value In February 2026

As European markets experience volatility amid concerns about AI disruption and digest strong U.S. job data, the pan-European STOXX Europe 600 Index has reached new highs but remains largely unchanged. In this environment, identifying stocks that may be trading below their estimated value can offer potential opportunities for investors looking to capitalize on market inefficiencies.
BME:BBVA
BME:BBVABanks

Does BBVA's Expanded Buybacks and Dividend Plan (BME:BBVA) Recast Its Growth-Led Investment Story?

Banco Bilbao Vizcaya Argentaria, S.A. has early redeemed its €1.00 billion Senior Preferred Notes issued in March 2021 and reported higher 2025 net income of €10.51 billion, alongside confirming a proposed €0.60 per share final dividend and completing a €3.20 billion share buyback that retired 5.37% of its share capital. These moves, together with a newly announced ongoing buyback program, highlight BBVA’s emphasis on returning capital to shareholders while actively managing its funding and...
BME:LIB
BME:LIBReal Estate

European Penny Stocks Spotlight: Libertas 7 And 2 Other Noteworthy Picks

European markets have experienced volatility recently, with the pan-European STOXX Europe 600 Index hitting a new high but ultimately ending the week with only a slight gain. In such fluctuating conditions, investors may find opportunities in lesser-known segments like penny stocks. Though often seen as remnants of past eras, penny stocks can offer affordability and growth potential when backed by strong financials.
BME:GRF
BME:GRFBiotechs

Evaluating Whether Grifols (BME:GRF) Is Undervalued After Recent Share Price Stability

Grifols stock overview after recent moves Grifols (BME:GRF) has drawn fresh attention after its recent share price moves, with investors weighing solid revenue and net income figures against mixed return trends over the past few years. See our latest analysis for Grifols. Recent trading has been relatively steady, with a 3.45% 90 day share price return and a 20.65% 1 year total shareholder return contrasting with weaker multi year total shareholder returns. This suggests momentum has picked...
BME:BBVA
BME:BBVABanks

Is There Still Value In BBVA (BME:BBVA) After Its Strong Multi Year Rally?

If you are wondering whether Banco Bilbao Vizcaya Argentaria is still good value after its recent run, this article walks through what the current share price might be implying about the bank. The stock recently pulled back, with a 5.3% decline over the last 7 days and an 8.8% decline over the last 30 days, after very strong returns of 66.1% over 1 year and roughly 7x over 5 years. Recent coverage has focused on BBVA's position among European banks and how investor sentiment has shifted...
BME:IBE
BME:IBEElectric Utilities

Iberdrola (BME:IBE) Valuation Check After Expanding Solar Partnership With Norway’s Wealth Fund

Iberdrola (BME:IBE) has expanded its renewable partnership with Norway’s Norges Bank Investment Management by adding 646 MW of operating Spanish solar plants to their joint venture, which now holds 1,500 MW of capacity. See our latest analysis for Iberdrola. That renewed push into Spanish solar comes as Iberdrola’s share price sits at €20.06, with a 1 month share price return of 9.26% and a 1 year total shareholder return of 54.51%, pointing to building momentum supported by strong multi year...
BME:MAP
BME:MAPInsurance

Mapfre (BME:MAP) Margin Improvement To 4.8% Challenges Persistent Bearish Narratives

Mapfre (BME:MAP) has wrapped up FY 2025 with fourth quarter revenue of €4.4b and net income of €303.6m, adding to a trailing twelve month performance that includes revenue of €23.5b and net income of €1.1b alongside EPS of €0.37. Over the past year the company has seen revenue move from €29.2b to €23.5b on a trailing basis, while net income has shifted from €967.5m to €1.1b and EPS has gone from €0.32 to €0.37. This sets up a results season in which investors will be weighing that earnings...
BME:VIS
BME:VISFood

Viscofan (BME:VIS) Valuation Check After Recent Share Buyback Activity

Why Viscofan’s latest buyback may matter for shareholders Viscofan (BME:VIS) recently repurchased 43,228 shares under its ongoing buyback programme. This move highlights active capital management and could slowly reshape the company’s shareholder base. This kind of regulated buyback activity can influence metrics such as earnings per share over time. It can also offer investors a clearer view of how management thinks about Viscofan’s financial position and long term value creation. See our...
BME:AMS
BME:AMSHospitality

Assessing Amadeus IT Group’s Valuation As The Singapore Airshow Presentation Draws Market Attention

Singapore Airshow presentation puts Amadeus IT Group (BME:AMS) in focus Amadeus IT Group (BME:AMS) is drawing fresh attention ahead of its February 5, 2026 appearance at the Singapore Airshow, where regional airlines lead Sarah Samuel is scheduled to present. See our latest analysis for Amadeus IT Group. The upcoming Singapore Airshow appearance comes at a weaker share price backdrop, with Amadeus IT Group’s 30 day share price return of 22.44% and 1 year total shareholder return of 30.44%...
BME:CIE
BME:CIEAuto Components

CIE Automotive India's Solar Foray And Technical Shift Might Change The Case For Investing In CIE Automotive (BME:CIE)

CIE Automotive India recently held its Q4 and full-year CY25 results conference call, alongside confirming a ₹2.63 crore investment by its subsidiary into a solar energy venture, signalling a move into renewable power. At the same time, the stock’s technical profile has shifted with an upgraded rating and mixed but improving indicators that traders are watching closely. We’ll now examine how CIE Automotive India’s push into solar energy could influence the broader investment narrative for...
BME:BKT
BME:BKTBanks

Is Bankinter (BME:BKT) Still Attractive After Strong Multi Year Share Price Gains

If you are wondering whether Bankinter's current share price still reflects good value, you are not alone. That is exactly what this article is going to unpack for you. The stock has pulled back in the short term, with a 3.7% decline over 7 days, a 2.3% decline over 30 days and a 4.3% decline year to date, even after a 64.2% return over 1 year and a 143.2% return over 3 years. Recent coverage has focused on Bankinter's position within the Spanish banking sector and how investors are...