BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
BBVA is a global financial services group that provides retail banking, asset management and wholesale banking to individual customers, businesses, corporations and public institutions. Its operating segments are Spain, Mexico, Turkey, South America and Rest of Business. The group’s activities include banking, insurance and asset management, as well as services such as lending, deposits, mutual funds and pension funds. It serves customers through branches and digital and mobile channels. BBVA makes money through its banking and financial services, including lending, deposit-taking, trading and asset management. Its Spanish businesses include the Spanish Retail Network, Corporate and Business Banking, Corporate and Investment Banking, insurance and asset management. In Mexico and Turkey, it also operates insurance and asset management businesses; in South America, its activities include banking, finance and insurance. Rest of Business includes wholesale activity in Europe outside Spain, the United States and Asia, and digital banks in Italy and Germany. BBVA’s registered office is in Bilbao, Spain, and it operates out of Madrid.
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No SEC Form 4 filings for $BBVA in the last 30 days.
See all $BBVA insider activity →Morningstar analysts raised fair value estimates for 4.7% of covered stocks by 10%+ during Q3 earnings, with energy and healthcare sectors seeing the highest increases. Notable companies with significant fair value estimate hikes include Varonis Systems (VRNS), Lumentum Holdings (LITE), and Humana (HUM).
BBVA reported spending 278.5M euros on its second buyback tranche, completing 27.85% of the maximum amount by 9 November 2026. J.P. Morgan SE managed the purchases, with the disclosure made to comply with EU market abuse regulations.
BBVA reported a Q3 2026 CET1 ratio of 12.21%, down 69 bps QoQ but above its 11.5%-12% target. Global Transaction Banking revenue rose 21% YoY to €2.484B in 9M 2026. Investment Banking revenue increased 34% YoY to €1.548B, and loans grew 32% since December 2025. BBVA issued $2.05B in bonds with demand nearing 5x the offer.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning BBVA (BANCO BILBAO VIZCAYA ARGENTARIA, S.A.). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.
Recent BBVA coverage spans financial news, earnings and corporate actions.
Analyst upgrade points to price appreciation.
The buyback spend signals continued capital return to shareholders but leaves most of the tranche capacity unused.
CET1 decline may weigh on equity, but strong bond demand supports funding outlook.
Likely credit-quality and provisioning pressure as banks prepare for potential borrower stress and repayment relief.
European bank rating upgrade may boost sentiment among value investors.
AlphAI scores every news story that mentions BBVA with an AI model for sentiment and relevance, and aggregates insider trades from BANCO BILBAO VIZCAYA ARGENTARIA, S.A.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Morningstar analysts raised fair value estimates for 4.7% of covered stocks by 10%+ during Q3 earnings, with energy and healthcare sectors seeing the highest increases. Notable companies with significant fair value estimate hikes include Varonis Systems (VRNS), Lumentum Holdings (LITE), and Humana (HUM).
BBVA reported spending 278.5M euros on its second buyback tranche, completing 27.85% of the maximum amount by 9 November 2026. J.P. Morgan SE managed the purchases, with the disclosure made to comply with EU market abuse regulations.
BBVA reported a Q3 2026 CET1 ratio of 12.21%, down 69 bps QoQ but above its 11.5%-12% target. Global Transaction Banking revenue rose 21% YoY to €2.484B in 9M 2026. Investment Banking revenue increased 34% YoY to €1.548B, and loans grew 32% since December 2025. BBVA issued $2.05B in bonds with demand nearing 5x the offer.
Banks, including BBVA, Danske Bank, JPMorgan, and Citigroup, are reviewing loan terms for clients exposed to El Niño's impacts. BBVA may offer debt rescheduling, while Credicorp and Banco do Brasil have already identified significant exposures. Standard Chartered and EU banks like CaixaBank and Santander are also assessing risks, with some having agricultural loan books highly exposed to physical risks.
Morningstar upgraded 24 US-listed stocks to 4 stars, including HSBC (HSBC), Caterpillar (CAT), BBVA (BBVA), Elevance Health (ELV), and Ecolab (ECL). The upgrades are based on price discounts to fair value estimates. The US market is moderately undervalued, trading at a 10% discount to fair value.
BBVA reported 9M 2026 attributable profit of €9B, up 14% YoY, with RoTE at 22%. The bank attributed growth to strong recurring revenues, according to management. The CEO highlighted the focus on AI-driven transformation. (NYSE:BBVA)
Analysts lowered Banco Bilbao Vizcaya Argentaria S.A.'s 12-month price target to $27.99 from $28.17, implying 12% upside from the Oct. 28 close. The consensus rating remains 'Hold' among 25 analysts.
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA) furnished an SEC Form 6-K — earnings release. Yes No X PRESS RELEASE 10.29.2026 BBVA Exceeds €9 Billion in Profit in the First Nine Months of 2026 and Increases Lending by 20 Percent Year-on-Year BBVA reported a net attributable profit of € 9.07 billion for the period from January through September 2026, up 13.6 percent year
BBVA reported a 19% year-on-year increase in third-quarter net profit to €3.02 billion, driven by strong performance in Mexico and higher lending income. Profits in Spain fell 5.5%, and loan-loss provisions rose 24% to €1.95 billion. Net interest income increased 22% to €8.08 billion, exceeding analyst expectations.
BBVA announced capital requirements for 2027 set by the European Central Bank. The bank must maintain a total capital ratio of 13.60% and a CET1 capital ratio of 9.36% at a consolidated level, and 11.25% and 7.75% respectively at an individual level. These requirements include Pillar 2 requirements and various buffers.
