Banco Santander, S.A.

NYSE:SAN Stok Raporu

Piyasa değeri: US$211.8b

Banco Santander Yönetim

Yönetim kriter kontrolleri 4/4

Banco Santander CEO'su Hector Grisi Checa, Jan2023 tarihinde atandı, in görev süresi 3.58 yıldır. in toplam yıllık tazminatı € 9.49M olup, şirket hissesi ve opsiyonları dahil olmak üzere 33.2% maaş ve 66.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.02% ine doğrudan sahiptir ve bu hisseler $ 43.27M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.6 yıl ve 10.7 yıldır.

Anahtar bilgiler

Hector Grisi Checa

İcra Kurulu Başkanı

€9.5m

Toplam tazminat

CEO maaş yüzdesi33.20%
CEO görev süresi3.6yrs
CEO sahipliği0.02%
Yönetim ortalama görev süresi6.6yrs
Yönetim Kurulu ortalama görev süresi10.7yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha Aug 13

Santander: Upswing On One Of My Best Banking "Bets" May Be Fizzling Out (Rating Downgrade)

Summary Santander has completed a major turnaround, delivering record profits, improved efficiency, and strong shareholder returns since 2021. I now rate SAN as a 'HOLD' with a $9/share price target, citing normalized valuation and diminished upside after transformational gains. Future growth is expected to be incremental, with management guiding for mid-single-digit revenue increases and limited cost improvement potential. Current risk/reward is unattractive given low yield (<1.6%), competitive pressures, and the bank’s exposure to volatile LATAM markets. Read the full article on Seeking Alpha
Seeking Alpha Feb 22

Banco Santander: Starting To Get Its Due From The Market

Summary Banco Santander has been a strong performer since my last update, with good fourth quarter results and bullish FY2025 guidance driving the shares back over tangible book value. Management expects Santander to deliver a strong 16.5% return on tangible equity this year. Given the current P/TBVPS multiple, this would imply a P/E of just ~7x. While the higher share price would have lowered the stock's total yield based on Santander's usual 50% payout ratio, capital returns for 2025-2026 have been upped by roughly €4 billion. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Banco Santander: A Positive Update For 2025

Summary Banco Santander stock remains a "Buy" due to its operational outperformance, impressive efficiency improvements, and significant profit growth, despite not being as "cheap" as before. The bank's 3Q24 results confirmed my positive thesis, with record profits, improved efficiency ratios, and increased shareholder rewards through dividends and buybacks. Santander's geographic diversification and successful ONE transformation program mitigate risks, making it a fundamentally appealing investment compared to peers like BBVA, HSBC, and Lloyds. I maintain my price target of $5.25/share for 2025 on SAN, expecting continued outperformance and market recognition of the bank's undervaluation. Read the full article on Seeking Alpha
Seeking Alpha Oct 30

Banco Santander Q3 Earnings: 2025 Commentary Looks Bullish

Summary Banco Santander, S.A. delivered another period of record earnings last quarter, with the market rewarding this by sending the stock down around 3%. Potential remediation charges in the U.K. and lower European interest rates may be to blame, but neither should really move the dial. Management commentary regarding 2025 was also bullish. SAN stock still trades at a meaningful discount to tangible book value, implying a P/E of just 5x based on current earnings. Read the full article on Seeking Alpha
Seeking Alpha Aug 09

Banco Santander: Record H1 Results Met With A Cheaper Valuation

Summary Shares of multinational banking giant Banco Santander have been a little soft since my last update, trailing European financials by around ten points in that time. Results for the first half of the year produced records throughout the income statement, with the bank's return on tangible equity still comfortably in the mid-teens area. The recent share price decline puts the stock at just 0.8x tangible book value, with this implying a P/E of just 5x alongside a double-digit dividend-plus-buyback yield. Read the full article on Seeking Alpha
Seeking Alpha Jul 23

Outperforming The Average With Santander

Summary Strong operating performance in 1Q24 shows Santander's turnaround strategy is working well, with potential for further growth. Santander's trajectory is positive, outperforming S&P500 averages with improved fundamentals and earnings growth. Despite risks from exposure to Latin America, Santander remains attractively priced and continues to outperform. Read the full article on Seeking Alpha
Seeking Alpha May 01

Banco Santander Q1: Earnings Remain In A Sweet Spot

Summary Shares of Spanish giant Santander have gained just under 30% since last coverage, as the market continues to play catch-up to the bank's elevated levels of profitability. Q1 results were robust enough, with the bank reporting a strong mid-teens return on tangible equity despite the impact of the Spanish windfall banking tax. The bank's Spanish operations remain surprisingly profitable at this stage in the cycle, while Brazil is seeing some expected improvement. These shares remain reasonably valued below tangible book value, continuing to afford investors a reasonable margin of safety. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

Banco Santander Remains Materially Undervalued

Summary Shares of Banco Santander have been fairly quiet since previous coverage in October, trailing the broader European financial universe as well as certain peers like BBVA. Q4 results were a bit so-so, while management's 2024 profitability target looks very ambitious. These shares still trade at a clear discount to tangible book value, which continues to undervalue the bank's through-the-cycle earnings power. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Santander Remains A Strong Play Of Southern-European/European Banking

Summary Banco Santander has shown solid performance and outperformed the S&P500 with a 7% growth. The company's trajectory is expected to be positive, supported by improved fundamentals and earnings growth. Despite risks from exposure to Latin America and emerging market currency, Santander has the potential for significant upside and remains a buy. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Hector Grisi Checa'un ücretlendirmesi Banco Santander'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

€13b

Mar 31 2026n/an/a

€12b

Dec 31 2025€9m€3m

€12b

Sep 30 2025n/an/a

€12b

Jun 30 2025n/an/a

€11b

Mar 31 2025n/an/a

€11b

Dec 31 2024€9m€3m

€11b

Sep 30 2024n/an/a

€11b

Jun 30 2024n/an/a

€11b

Mar 31 2024n/an/a

€11b

Dec 31 2023€8mn/a

€10b

Tazminat ve Piyasa: Hector 'ın toplam tazminatı ($USD 10.98M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.46M ).

Tazminat ve Kazançlar: Hector 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Hector Grisi Checa (60 yo)

3.6yrs
Görev süresi
€9,488,690
Tazminat

Mr. Hector Blas Grisi Checa serves as Chief Executive Officer & Executive Director of Banco Santander, S.A. since January 01, 2023. He served as Executive Chairman and Chief Executive Officer of Grupo Fina...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ana de Sautuola y O'Shea
Executive Chair37.5yrs€11.98m0.24%
$ 503.5m
Hector Grisi Checa
Group CEO & Executive Director3.6yrs€9.49m0.020%
$ 43.3m
Jose Garcia-Cantera
Senior EVP & Group CFO11.6yrsVeri yok0.020%
$ 42.6m
Juan Olaizola Bartolome
Senior EVP and Group Chief Operating & Technology Officerless than a yearVeri yok0.0021%
$ 4.5m
Kamran Butt
Chief Investment Officer & Head of Product2.2yrsVeri yokVeri yok
Manuel Antonio Amaral Preto
Group Senior EVP & Chief Accounting Officer1.1yrsVeri yok0.00099%
$ 2.1m
Jose Linares Perou
Senior EVP and Global Head of Corporate & Investment Banking9.6yrsVeri yok0.0070%
$ 14.7m
Jaime Perez Renovales
Senior EVP10.9yrsVeri yok0.0079%
$ 16.7m
David Hazell
Group Senior EVP & Chief Compliance Officer2.6yrsVeri yok0.00050%
$ 1.1m
Juan Manuel Mendez de Vigo
Senior EVP and Group Head of Communications25.1yrsVeri yok0.0074%
$ 15.7m
Jose De Mora Gil-Gallardo
Group Senior EVP & Head of Corporate Development & Financial Planning11.6yrsVeri yok0.0065%
$ 13.8m
Javier Rogla Puig
Group Head of People2.6yrsVeri yok0.0031%
$ 6.5m
6.6yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim: SAN 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Ana de Sautuola y O'Shea
Executive Chair37.5yrs€11.98m0.24%
$ 503.5m
Hector Grisi Checa
Group CEO & Executive Director3.6yrs€9.49m0.020%
$ 43.3m
Glenn Hutchins
Independent Vice Chair & Lead Independent Director3.7yrs€700.00k0.0061%
$ 13.0m
Francisco D'Souza
Member of International Advisory Boardno dataVeri yokVeri yok
Jose Alvarez
Non-Executive Vice Chairman11.6yrs€447.34k0.019%
$ 40.5m
George Kurtz
Member of International Advisory Boardno dataVeri yokVeri yok
Francisco Botin-Sanz de Sautuola y O'Shea
Non-Independent Non-Executive Director22.1yrs€137.15k0.26%
$ 546.7m
Sheila Colleen Bair
Member of International Advisory Boardno data€130.00kVeri yok
Belen Garcia
Independent Non-Executive Director10.7yrs€580.80k0.00010%
$ 211.8k
Soledad Daurella Comadran
Independent Non-Executive Director11.5yrs€313.71k0.0044%
$ 9.3m
Pamela Walkden
Independent Non-Executive Director6.8yrs€383.01k0.00058%
$ 1.2m
German de Fuente Escamilla
Independent Director4.3yrs€344.32k0.000070%
$ 148.3k
10.7yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SAN 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/16 17:51
Gün Sonu Hisse Fiyatı2026/08/14 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Banco Santander, S.A. 36 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Javier Esteban LarioBanco de Sabadell. S.A.
Cecilia Romero ReyesBarclays
Thomas Andrew RaynerBarclays