US · Financial Services · Banks - Diversified
EPS came in at 0.61 against a street estimate of 0.62 — a miss of 1.6%.
Analysts rate Banco Bilbao Viscaya Argentaria SA ADR a hold (0 buy, 2 hold, 1 sell out of 3) with an average price target of $28.03.
CONFIDENT BBVA posted record Q2 earnings of €3.062B (+14% YoY), driven by core revenue growth and exceptional loan expansion (17.7% YoY). Upgraded 2026 ROE guidance to ~21%. Announced €1B additional buyback after completing €4B program. Q2 2026 Mexico and South America upgraded full-year guidance. Turkey cost-of-risk outlook revised higher due to sticky inflation and slower-than-expected retail portfolio normalization. CIB (Rest of Business) growing faster than plan with strong cross-border franchise leveraging BBVA's emerging market presence. Analysts pressed on deposit cost management (Spain flat despite growth), Rest of Business sustainability and AI risk (management emphasized cross-border corporates, RORC discipline, and low AI exposure), and Mexico competitive dynamics post-Novan (management confident despite fintech growth, citing market share gains). Management emphasized custome…
Full summary in the app.
| Fund | Stake |
|---|---|
| Morgan Stanley - Brokerage Accounts | 0.24% |
| The Goldman Sachs Group Inc | 0.22% |
| Fisher Asset Management, LLC | 0.21% |
| Dimensional Fund Advisors, Inc. | 0.19% |
| FMR Inc | 0.16% |
| Harding Loevner L.P. | 0.15% |
| BlackRock Inc | 0.15% |
| Bank of America Corp | 0.14% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • BBVA reported that its second tranche of share buybacks had purchased shares for a total cash amount of €239,686,338.51 as of 2 No | 2026-11-03 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA reported profit attributable to the parent company of €9,066 million for the nine months ended September 30, 2026, compared w | 2026-10-29 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA reported 3Q26 earnings on October 29, 2026, describing the quarter as another period of strong performance, value creation an | 2026-10-29 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA reported net attributable profit of €9.07 billion for the first nine months of 2026, up 13.6% year-over-year in current euros | 2026-10-29 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Net attributable profit for January–September 2026 was €9,066 million, up 13.6% year on year; growth was 11.4% at constant exchang | 2026-10-29 |
| Current report (6-K) · Q4 2026 CAPITAL REQUIREMENTS • The ECB has set BBVA’s minimum regulatory capital requirements for 2027, effective January 1, 2027. • At the consolidated gro | 2026-10-27 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • BBVA spent €151,046,284.95 buying its own shares under the second tranche of its buyback program between 19 October and 23 October | 2026-10-26 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • On October 20, 2026, Morningstar DBRS upgraded BBVA’s long-term senior issuer rating by one notch to AA (low) from A (high). • Th | 2026-10-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.41 / share ex-date Oct 14, 2026 · pay Oct 26, 2026 | 2026-10-14 |
| Dividend | $0.70 / share ex-date Apr 9, 2026 · pay Apr 27, 2026 | 2026-04-09 |
| Dividend | $0.37 / share ex-date Nov 6, 2025 · pay Nov 24, 2025 | 2025-11-06 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Banco Bilbao Viscaya Argentaria SA ADR — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.