BME:CABK
BME:CABKBanks

CaixaBank (BME:CABK) Valuation Check After Record Profit, Higher Dividend Plan And Potential Buybacks

Why CaixaBank's latest earnings matter for shareholders CaixaBank (BME:CABK) is back in focus after reporting record 2025 net profit of €5.891b, outlining higher medium term return targets, and flagging room for additional share buybacks alongside a larger dividend proposal. See our latest analysis for CaixaBank. The strong full year earnings update, higher dividend proposal and talk of further buybacks have gone hand in hand with a sharp move in CaixaBank’s shares, with a 6.75% 1 day share...
BME:BBVA
BME:BBVABanks

The Bull Case For Banco Bilbao Vizcaya Argentaria (BME:BBVA) Could Change Following Buyback Progress, Downgrade And Asset Sale Plans

Banco Bilbao Vizcaya Argentaria has recently advanced its multi-stage share buyback programme while also facing a downgrade from RBC Capital, which cited valuation concerns despite strong past performance and profitability. At the same time, short interest in BBVA has risen and the bank is exploring a sale of its Garanti Bank Romania unit amid ongoing support from European institutions for SME and sustainable housing financing. With these developments and BBVA’s continuing share buyback in...
BME:HOME
BME:HOMEConsumer Durables

Is It Too Late To Consider Neinor Homes (BME:HOME) After Strong Share Price Run?

If you are wondering whether Neinor Homes shares still offer value after a strong run, this article will walk through what the current price might be implying. The stock last closed at €20.10, with returns of 4.8% over 7 days, 5.8% over 30 days, 6.5% year to date and 29.5% over 1 year, while the 3 year and 5 year returns sit at 179.3% and 189.5% respectively. Recent attention around Neinor Homes has focused on its share price performance and how the company fits into Spain's residential...
BME:MVC
BME:MVCReal Estate

A Look At Metrovacesa (BME:MVC) Valuation After Completing The Oria Innovation Campus Office Deal

Why Metrovacesa’s latest Madrid office deal matters for shareholders Metrovacesa (BME:MVC) has agreed a €200 million turnkey sale to Atrea for two office buildings in Madrid, completing commercialisation of the Oria Innovation Campus and filling a key slot in its development pipeline. See our latest analysis for Metrovacesa. Metrovacesa’s €200 million Atrea deal lands at a time when momentum in the shares has picked up again, with a 1 month share price return of 11.11% helping offset a 10.73%...
BME:BKT
BME:BKTBanks

Did Stronger Core Lending Profits in Q4 2025 Just Shift Bankinter's (BME:BKT) Investment Narrative?

Bankinter, S.A. reported its fourth-quarter 2025 results, with net interest income rising to €576.38 million and net income reaching €278.47 million, both higher than a year earlier. The combination of higher net interest income and stronger bottom-line profitability highlights how Bankinter’s core lending business contributed to improved earnings quality. We’ll now examine how this stronger net income performance shapes Bankinter’s investment narrative and what it may signal for...
BME:CABK
BME:CABKBanks

Why CaixaBank (BME:CABK) Is Up 6.1% After Net Income Rose Despite Lower Interest Margin

CaixaBank, S.A. has released its full-year 2025 results, reporting net interest income of €10,732 million versus €11,208 million a year earlier, while net income edged up to €5,891 million from €5,787 million. This combination of lower net interest income but higher net income highlights how CaixaBank’s business mix and cost factors influenced overall profitability in 2025. We’ll now examine how CaixaBank’s higher net income despite lower net interest income shapes the company’s investment...
BME:SAN
BME:SANBanks

Santander Branch Closures Test Digital Push And Long Term Investor Story

Santander plans to close 44 branches in the UK, putting nearly 300 jobs at risk. The closures are part of a shift toward digital banking and a wider cost cutting program. The bank is introducing community banking alternatives to maintain some local presence in affected areas. The decision coincides with the final phase of UK chief Mike Regnier’s tenure. For investors watching Banco Santander (BME:SAN), these closures sit alongside a share price of €10.78 and very large multi year returns,...
BME:BBVA
BME:BBVABanks

Is It Too Late To Consider BBVA (BME:BBVA) After Its 7x Five Year Surge?

If you are wondering whether Banco Bilbao Vizcaya Argentaria is attractively priced after a strong run, this article will walk through what the current share price might be implying about its value. The stock last closed at €21.45, with stated returns of 1.8% over 7 days, 7.0% over 30 days, 5.3% year to date and 103.3% over 1 year, plus a very large 3 year return and a more than 7x 5 year return. This naturally raises questions about how much upside or risk is now priced in. Recent coverage...
BME:REP
BME:REPOil and Gas

How Investors Are Reacting To Repsol (BME:REP) Expanding Renewable Hydrogen At Its Petronor Refinery

Repsol has announced plans to install its second large-scale electrolyser, a 100 MW unit at the Petronor refinery in Muskiz, Vizcaya, expected to be operational in 2029 and capable of producing up to 15,000 tonnes of renewable hydrogen annually for refinery use and local industry. As part of the Basque Hydrogen Corridor, this project is positioned to support regional industrial decarbonization by supplying renewable gas and could help avoid up to 167,000 tonnes of CO2 emissions each...
BME:HOME
BME:HOMEConsumer Durables

Assessing Neinor Homes (BME:HOME) Valuation After Recent Share Price Momentum

Neinor Homes (BME:HOME) has drawn investor interest after recent share price gains over the past month and the past 3 months, prompting a closer look at how its current valuation lines up with fundamentals. See our latest analysis for Neinor Homes. Those near term share price returns of 1.8% over one day and 7.2% over 30 days sit alongside a 16.7% 90 day share price return and a 30% one year total shareholder return. Together, these point to building momentum around the €20.15 share price. If...
BME:HBX
BME:HBXHospitality

HBX Group International (BME:HBX) Valuation Check After Recent Share Price Volatility

Recent share performance and profitability snapshot HBX Group International (BME:HBX) has recently shown mixed share performance, with a 2.8% decline over the past day and a 2.6% decline over the past week, set against positive moves over the past month and the past 3 months. At a last close of €7.91, the company reports revenue of €720.0 million and a net loss of €69.0 million. Annual revenue growth is 5.2%, and net income growth is reported as a very large percentage figure. See our latest...