Spanish Insurance Stock News

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: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: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: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...
BME:AMP
BME:AMPCommunications

European Value Stocks That May Be Priced Below Intrinsic Estimates In January 2026

As European markets face renewed trade and geopolitical uncertainties, with major indices like the STOXX Europe 600 and Germany’s DAX experiencing declines, investors are increasingly seeking opportunities in stocks that may be undervalued relative to their intrinsic worth. In this environment, identifying value stocks requires a keen understanding of business fundamentals and market conditions that suggest potential for growth despite broader economic challenges.
BME:ENG
BME:ENGGas Utilities

Evaluating Enagás (BME:ENG) Valuation As It Shifts Toward European Green Hydrogen Infrastructure

Enagás (BME:ENG) is in focus after outlining a shift from its traditional gas transmission role toward European green hydrogen infrastructure. This transition is supported by a leaner balance sheet and approaching investment decisions on key hydrogen projects. See our latest analysis for Enagás. Enagás shares trade at €13.69 after a mixed few months, with a 4.15% 1 month share price return but a 4.17% 3 month share price decline, while the 1 year total shareholder return of 21.71% suggests...
BME:ART
BME:ARTElectrical

European Hidden Gems to Explore This January 2026

As we enter January 2026, the European markets are navigating a landscape marked by geopolitical uncertainty and modest economic growth, with the STOXX Europe 600 Index recently ending lower amid renewed trade tensions. Despite these challenges, optimism in business outlooks and positive PMI readings suggest that there are still opportunities for discerning investors to uncover potential in lesser-known stocks. In this environment, identifying a good stock often involves looking for companies...
BME:CBAV
BME:CBAVHealthcare

3 European Dividend Stocks With Yields Up To 6.9%

Amid renewed trade and geopolitical uncertainty, European markets have experienced a downturn, with the pan-European STOXX Europe 600 Index ending 0.98% lower and major stock indexes in France, Germany, Italy, and the UK also falling. Despite these challenges, dividend stocks remain an attractive option for investors seeking steady income streams in uncertain times. A good dividend stock typically offers a reliable payout history and a yield that compensates for market volatility while...
BME:IBE
BME:IBEElectric Utilities

Iberdrola Links Talent Focus With Iberian Clean Energy Reindustrialization

Iberdrola (BME:IBE) has been recognized as the only energy company worldwide to receive the Top Employer seal for three consecutive years. The recognition reflects its focus on people and talent development, including through its US subsidiary Avangrid. Iberdrola is participating in the Iberian Industry and Energy Transition Initiative (IETI) to support European reindustrialization and clean energy expansion. The IETI coalition, presented at the World Economic Forum, brings together leading...
BME:AMS
BME:AMSHospitality

How AI Partnership With Microsoft And Profit Gains At Amadeus IT Group (BME:AMS) Has Changed Its Investment Story

In the first nine months of 2025, Amadeus IT Group reported revenue growth of 8% and a 9% increase in Adjusted EBIT, while accelerating the rollout of “Agentic AI” and generative AI tools through a partnership with Microsoft to reshape airline retailing and hotel management. This combination of financial progress and AI-driven innovation highlights how Amadeus is using advanced technology partnerships to reinforce its role at the core of global travel infrastructure. With recent share price...
BME:ENG
BME:ENGGas Utilities

Should Enagás’ Pivot to Green Hydrogen and Lower Leverage Require Action From Enagás (BME:ENG) Investors?

Enagás has announced a shift from its traditional role as a gas transmission system operator toward becoming a European leader in green hydrogen infrastructure, supported by a recently strengthened balance sheet through lower net debt. This combination of a hydrogen-focused infrastructure roadmap and reduced leverage signals a material repositioning of Enagás within Europe’s long-term energy transition framework. Next, we will examine how Enagás’s move toward green hydrogen infrastructure...
BME:TRE
BME:TREEnergy Services

Did Coastal Bend LNG’s Lower-Emissions Project Selection Just Shift Técnicas Reunidas’ (BME:TRE) Investment Narrative?

In January 2026, Coastal Bend LNG announced it had selected KBR and Técnicas Reunidas to perform front-end engineering and design for its planned natural gas liquefaction and export facility on the Texas Gulf Coast, with potential progression to the engineering, procurement and construction phase after a final investment decision. The project’s use of ConocoPhillips’ Optimized Cascade Process to aim for cost-competitive LNG while limiting greenhouse gas emissions positions Técnicas Reunidas...
BME:IDR
BME:IDRIT

Why Indra Sistemas (BME:IDR) Is Down 5.3% After Winning TfL’s £845 Million Ticketing Deal – And What's Next

In January 2026, Transport for London awarded Indra Group a long-term contract worth up to £845 million (about €975 million) to operate, maintain and upgrade the entire ticketing and access control system across London’s extensive public transport network through at least 2034, with options to 2039. The deal makes Indra the sole ticketing systems provider for one of the world’s most complex and high-usage urban networks, deepening its role in advanced fare technology such as Account Based...
BME:SLR
BME:SLRRenewable Energy

Solaria’s Pivot To Data Centers And Storage Might Change The Case For Investing In (BME:SLR)

Solaria Energía y Medio Ambiente recently outlined its evolution from a pure-play solar generator into a broader energy player, adding data centers and battery storage to its existing solar portfolio and aiming to use its current grid connections and land bank more intensively. This shift signals a move toward an infrastructure-style model where renewable generation, on-site storage and data center demand can be combined on the same assets to potentially enhance operational flexibility and...
BME:REP
BME:REPOil and Gas

Repsol’s Venezuelan Crude Deal Puts Contract Resilience In Spotlight

Repsol (BME:REP) has received its first Venezuelan crude oil cargo under a new international supply arrangement brokered by Trafigura. The shipment marks an adjustment in European crude sourcing following recent political developments affecting Venezuelan exports. Separately, Repsol is awaiting an arbitration ruling related to LNG deliveries from Venture Global under existing supply contracts. The arbitration outcome is expected to influence how Repsol manages contractual risk and LNG...