BNP Paribas SA

ENXTPA:BNP Stock Report

Market Cap: €99.4b

BNP Paribas Management

Management criteria checks 3/4

BNP Paribas' CEO is Jean-Laurent Bonnafe, appointed in Dec 2011, has a tenure of 14.42 years. total yearly compensation is €5.66M, comprised of 40.7% salary and 59.3% bonuses, including company stock and options. directly owns 0.007% of the company’s shares, worth €7.35M. The average tenure of the management team and the board of directors is 5 years and 8.3 years respectively.

Key information

Jean-Laurent Bonnafe

Chief executive officer

€5.7m

Total compensation

CEO salary percentage40.67%
CEO tenure14.4yrs
CEO ownership0.007%
Management average tenure5yrs
Board average tenure8.3yrs

Recent management updates

Recent updates

Narrative Update • Apr 27

BNP: Stronger Execution And Energy Storage Partnership Will Support Forward Rerating

BNP Paribas' updated analyst price target edges higher to about €103 from roughly €101. Analysts reflect slightly stronger assumptions for revenue growth, profit margins and the future P/E multiple in their models.
Narrative Update • Apr 11

BNP: Higher Conviction In Execution Will Support Forward Rerating

Analyst price targets for BNP Paribas have moved higher into a range of €96 to €106, with several firms citing updated views on the bank's outlook and risk reward profile as the basis for their revised numbers. Analyst Commentary Recent Street research on BNP Paribas clusters around higher price targets in a relatively tight band, suggesting a more constructive view on valuation and execution, while still leaving room for differing opinions on risk and upside.
Narrative Update • Mar 28

BNP: Profitability Actions And Disposals Will Support Higher Forward Rerating

BNP Paribas' analyst fair value has edged up from €100.72 to €101.35, with analysts pointing to recent price target increases into the €96 to €106 range and upgraded ratings, as they factor in slightly higher revenue growth, profit margin assumptions and a modestly higher future P/E multiple. Analyst Commentary Recent research shows a cluster of price target revisions and rating upgrades around BNP Paribas, with several banks setting targets in the €96 to €106 range.
Narrative Update • Mar 12

BNP: Profitability Actions And Disposals Will Support Higher Forward Repricing

Analysts have inched their fair value estimate for BNP Paribas higher, with a small uplift supported by a series of recent price target increases to around €96 to €106 and upgrades to Outperform, Overweight and Buy ratings across several firms. Analyst Commentary Recent research signals a generally constructive stance on BNP Paribas, with several firms adjusting targets into a tight range around €96 to €106 and pairing those moves with upgraded ratings.
Narrative Update • Feb 26

BNP: Profitability Actions And Capital Disposals Will Shape Balanced Forward Outlook

Analysts have nudged their fair value estimate for BNP Paribas higher from €98.87 to €100.66, supported by a series of recent price target increases across banks such as Deutsche Bank, RBC, Citi, Barclays, JPMorgan and UBS, which point to ongoing actions to improve profitability and address capital concerns. Analyst Commentary Recent research updates on BNP Paribas cluster around higher price targets and rating changes, giving you a clearer view of how the Street is thinking about the bank's valuation, execution and capital position.
Narrative Update • Feb 11

BNP: Profitability Actions And Disposals Will Guide Balanced Forward Risk Reward

Analysts have raised their price target on BNP Paribas by about €5, citing updated assumptions around fair value, revenue growth, profit margin and future P/E. Recent target increases and upgrades from major banks are also described as supporting factors for the move.
Narrative Update • Jan 26

BNP: Profitability Measures And Disposals Will Shape Balanced Longer Term Risk Reward

The updated analyst price target for BNP Paribas reflects a higher fair value estimate of €93.87 from €90.24. This is supported by recent target increases from banks such as Barclays, Deutsche Bank, Citi, JPMorgan and UBS, which point to analysts focusing on profitability measures, disposals and a slightly higher assumed future P/E multiple.
Narrative Update • Jan 11

BNP: Profitability Rebuild And Capital Actions Will Shape Balanced Long-Term Risk Reward

Narrative Update The analyst price target for BNP Paribas has moved higher, with the fair value estimate shifting from €88.66 to €90.24. Analysts attribute this change to efforts to improve profitability in underperforming units, ongoing disposals, and updated assumptions on margins and future P/E.
Narrative Update • Dec 18

BNP: Digital And Defense Finance Will Shape Balanced Long-Term Risk Reward

BNP Paribas's analyst fair value estimate has been nudged higher to EUR 88.66 from EUR 88.31, as analysts temper top line growth expectations while slightly improving profit margin assumptions following a series of modest price target cuts across the Street. Analyst Commentary Street research on BNP Paribas has turned more mixed, with several houses trimming price targets and one recent downgrade, even as the bank's earnings resilience keeps long term value intact in many models.
Narrative Update • Dec 04

BNP: Digital Finance Expansion Will Drive Long-Term Upside Despite Recent Caution

BNP Paribas's analyst price target has been modestly reduced, with fair value edging down toward the high EUR 80s as analysts factor in a wave of slightly lower Street targets and more cautious rating stances, notably the recent moves to the EUR 87 to EUR 92 range and a downgrade to Hold. Analyst Commentary Recent Street research reflects a more balanced but slightly cautious stance on BNP Paribas, with incremental adjustments to price targets indicating tempered expectations for upside while still acknowledging the group’s solid fundamentals.
Narrative Update • Nov 20

BNP: Exposure To Digital Finance And Defense Deals Will Drive Long-Term Resilience

Analysts have slightly lowered their price targets for BNP Paribas. The consensus fair value has decreased from €89.72 to €88.13, reflecting updated expectations around modest revenue growth and profit margins.
Narrative Update • Nov 05

BNP: Shares Will Benefit From Defensive Exposure Amid Policy Changes And Industry Collaboration

The analyst price target for BNP Paribas has been revised downward by analysts, decreasing from approximately €91.07 to €89.72. This revision is attributed to modestly weaker revenue growth projections and slightly lower future profit margins in their updated outlook.
Narrative Update • Oct 22

Analyst Commentary Highlights Mixed Outlook and Slight Price Target Reduction for BNP Paribas

BNP Paribas’s analyst price target has been revised downward by approximately €1 to €91. Analysts are factoring in slightly lower revenue growth expectations and sector headwinds, despite stable discount rates and improved profit margin forecasts.
Narrative Update • Aug 27

Digital Banking And Sustainable Finance Will Expand Distribution Network

Analyst sentiment on BNP Paribas remains divided, with modest upward price target revisions from bullish analysts reflecting stable fundamentals, while bearish views cite limited near-term growth, resulting in a slight consensus price target decrease from €92.08 to €91.14. Analyst Commentary Bullish analysts cite continued outperformance despite only modest price target increases, reflecting stable earnings and operational resilience.
Analysis Article • Jul 23

Is Now The Time To Put BNP Paribas (EPA:BNP) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • May 14

BNP Paribas (EPA:BNP) Is Paying Out A Larger Dividend Than Last Year

The board of BNP Paribas SA ( EPA:BNP ) has announced that it will be paying its dividend of €4.79 on the 21st of May...
User avatar
New Narrative • Nov 07

Capitalizing On Climate And Tech, Transforming Through Decisive Acquisitions For Dynamic Growth

Revenue growth expected from corporate client financing in climate and technology transitions, leveraging CIB demand and Capital Markets Union opportunities.

CEO Compensation Analysis

How has Jean-Laurent Bonnafe's remuneration changed compared to BNP Paribas's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

€12b

Dec 31 2025€6m€2m

€12b

Sep 30 2025n/an/a

€11b

Jun 30 2025n/an/a

€11b

Mar 31 2025n/an/a

€11b

Dec 31 2024€4m€2m

€11b

Sep 30 2024n/an/a

€10b

Jun 30 2024n/an/a

€10b

Mar 31 2024n/an/a

€9b

Dec 31 2023€4m€2m

€7b

Sep 30 2023n/an/a

€7b

Jun 30 2023n/an/a

€7b

Mar 31 2023n/an/a

€8b

Dec 31 2022€5m€2m

€9b

Sep 30 2022n/an/a

€9b

Jun 30 2022n/an/a

€8b

Mar 31 2022n/an/a

€9b

Dec 31 2021€4m€2m

€8b

Sep 30 2021n/an/a

€8b

Jun 30 2021n/an/a

€7b

Mar 31 2021n/an/a

€7b

Dec 31 2020€4m€2m

€6b

Sep 30 2020n/an/a

€7b

Jun 30 2020n/an/a

€7b

Mar 31 2020n/an/a

€7b

Dec 31 2019€4m€2m

€8b

Compensation vs Market: Jean-Laurent's total compensation ($USD6.64M) is about average for companies of similar size in the French market ($USD5.60M).

Compensation vs Earnings: Jean-Laurent's compensation has increased by more than 20% in the past year.

CEO

Jean-Laurent Bonnafe (64 yo)

14.4yrs
Tenure
€5,655,408
Compensation

Mr. Jean-Laurent Bonnafe is CEO & Director of BNP Paribas SA from December 01, 2011 and its MD. Mr. Bonnafe serves as the Chief Executive Officer at BNP Paribas España S.A. He serves as Independent member...

Leadership Team

NamePositionTenureCompensationOwnership
Jean-Laurent Bonnafe
MD, CEO & Director14.4yrs€5.66m0.0074%
€ 7.4m
Yann Gerardin
Deputy MD5yrs€4.35m0.012%
€ 12.1m
Thierry Laborde
COO, Deputy CEO5yrs€2.64m0.0016%
€ 1.6m
Hugues Epaillard
Business Manager of Real Estate & Employee Representative Directorno data€137.31kno data
Juliette Brisac
Emplo. Shareholders Repre. Director & Senior Advisor to Head of Corporate Engagementno data€114.59k0.00045%
€ 447.1k
Lars Machenil
Group Chief Financial Officer14.2yrsno datano data
Renaud Dumora
Deputy COO and Head of Investment & Protection Services5yrsno datano data
Marc Camus
Chief Information Officer1.1yrsno datano data
Stephanie Maarek
Chief Compliance Officer3.3yrsno datano data
Elise Hermant
Head of Group Communications3.7yrsno datano data
Sarah Roussel
Group Head of Human Resourcesless than a yearno datano data
Hubert de Lambilly
Head of Trading - Global Markets Americas18.3yrsno datano data
5.0yrs
Average Tenure
59yo
Average Age

Experienced Management: BNP's management team is seasoned and experienced (5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Jean-Laurent Bonnafe
MD, CEO & Director16yrs€5.66m0.0074%
€ 7.4m
Hugues Epaillard
Business Manager of Real Estate & Employee Representative Director8.3yrs€137.31kno data
Juliette Brisac
Emplo. Shareholders Repre. Director & Senior Advisor to Head of Corporate Engagement5yrs€114.59k0.00045%
€ 447.1k
Pauline Leclerc-Glorieux
Director & CEO of BNP Paribas Cardifno datano datano data
Charlotte Dennery-Dufourcq
CEO & Director of BNP Paribas Personal Financeno datano datano data
Michael Anseeuw
Chairman & Chief Executive Officer of the Executive Board - BNP Paribas Fortisno datano datano data
Gilles Zeitoun
CEO & Director of BNP Paribas Personal Financeless than a yearno datano data
Monique Cohen
Independent Director12.3yrs€164.45k0.00088%
€ 874.4k
Jean Lemierre
Chairman of the Board11.4yrs€1.03m0.0041%
€ 4.1m
Jacques Aschenbroich
Independent Director9yrs€145.01k0.000090%
€ 89.4k
Christian Noyer
Independent Director5yrs€178.07k0.00018%
€ 178.8k
Robert Hawley
Vice Chairman of CIB Americas5.9yrsno datano data
8.3yrs
Average Tenure
64yo
Average Age

Experienced Board: BNP's board of directors are considered experienced (8.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/12 04:36
End of Day Share Price 2026/05/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BNP Paribas SA is covered by 37 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Javier Esteban LarioBanco de Sabadell. S.A.
Ignacio Mendez TerrosoBanco Santander
Kirishanthan VijayarajahBarclays