BME:FER
BME:FERConstruction

Ferrovial (BME:FER) Valuation Check as Nasdaq-100 Entry and €800m Buyback Lift Investor Interest

Ferrovial (BME:FER) is suddenly on more watchlists as it prepares to join the Nasdaq 100, while simultaneously launching a fresh €800 million buyback that tightens the share count and sharpens the equity story. See our latest analysis for Ferrovial. Those moves come on top of a steady rerating, with the share price now at $56.36 and a strong year to date share price return of 37.93%. The 5 year total shareholder return of 173.77% suggests momentum has been building for some time. If...
BME:BBVA
BME:BBVABanks

BBVA (BME:BBVA) Valuation Check After Strong Multi-Year Share Price Rally

Banco Bilbao Vizcaya Argentaria (BME:BBVA) has quietly extended its rally, with shares up about 17% over the past 3 months and more than doubling year to date. This performance is putting valuation firmly in focus. See our latest analysis for Banco Bilbao Vizcaya Argentaria. At a share price of $19.205, that 90 day share price return of 17.39% sits on top of a five year total shareholder return of 500.11%. This suggests momentum is still very much on BBVA’s side as investors reassess its...
BME:SAN
BME:SANBanks

Banco Santander (BME:SAN) Valuation Check as UK Mortgage Strategy Shifts Ahead of Expected BoE Rate Cut

Banco Santander (BME:SAN) is shaking up its UK mortgage lineup, pulling some lower LTV options for first time buyers while rolling out fresh fixed rate deals just as markets brace for a Bank of England cut. See our latest analysis for Banco Santander. That mortgage reshuffle comes as sentiment around the stock has turned sharply more upbeat, with a 90 day share price return of 11.87% and a striking 1 year total shareholder return of 110.71% suggesting momentum is still building. If this kind...
BME:BBVA
BME:BBVABanks

Will BBVA’s 2025 Buyback and Middle East Push Change Banco Bilbao Vizcaya Argentaria’s (BME:BBVA) Narrative

Banco Bilbao Vizcaya Argentaria (BBVA) has recently reported on its 2025 share buyback program and secured in-principle regulatory approval from Abu Dhabi Global Market to obtain a Category 4 licence, enabling an expanded wholesale banking offering for corporate and institutional clients in the Middle East. Together, the active buyback activity and planned Middle East expansion highlight BBVA’s parallel focus on capital return and growing fee-based wholesale banking services in new...
BME:ALM
BME:ALMPharmaceuticals

What Almirall (BME:ALM)'s €250 Million Bond Issue Means For Shareholders

Almirall, S.A. recently completed a €250 million fixed-income offering, issuing 3.75% senior unsecured notes due 2031 at 100% of principal. This successful bond placement increases Almirall’s financial flexibility, which could matter for funding its dermatology pipeline and managing upcoming investment needs. Next, we’ll examine how this new €250 million senior unsecured issuance could influence Almirall’s investment narrative and future capital allocation. Find companies with promising cash...
BME:BKT
BME:BKTBanks

How Exane’s Shift From Outperform To Neutral At Bankinter (BME:BKT) Has Changed Its Investment Story

Earlier this week, Exane BNP Paribas cut its rating on Bankinter from “outperform” to “neutral,” saying European banks no longer offer a uniform upside and that it now prefers other names in the sector. The downgrade marks a shift from more than four years of consistent optimism toward European banks and signals that investors may need to be more selective when comparing Bankinter with peers such as HSBC and UniCredit. We’ll now examine how Exane’s move to a neutral stance affects...
BME:IBE
BME:IBEElectric Utilities

Iberdrola (BME:IBE) Valuation Check After €170m Boost for New Energy Storage Projects

Iberdrola (BME:IBE) just secured 170 million € in grants to accelerate a suite of energy storage projects, ranging from large scale batteries to pumped storage upgrades, putting its grid flexibility strategy firmly in the spotlight. See our latest analysis for Iberdrola. That backdrop helps explain why, despite a slightly softer week, Iberdrola’s year to date share price return of 31.19 percent and 1 year total shareholder return of 39.64 percent signal building momentum as the market leans...
BME:SAN
BME:SANBanks

Is Santander’s Focus on Large Mortgages Reframing Its UK Strategy for Banco Santander (BME:SAN)?

In early December 2025, Santander joined more than 20 UK lenders in trimming mortgage rates ahead of an anticipated Bank Rate cut, including a 3.51% deal for home movers on loans between £500,000 and £2,000,000. The decision to offer sharper pricing only on larger mortgages highlights Santander’s focus on higher-value, lower-unit-cost lending as competition intensifies in the UK housing market. We’ll now examine how Santander’s selective mortgage rate cuts fit into its wider investment...