US · Financial Services · Banks - Diversified
EPS came in at 0.63 against a street estimate of 0.59 — a beat of 6.8%.
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 $27.53.
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 | 0.23% |
| The Goldman Sachs Group Inc | 0.21% |
| Fisher Asset Management, LLC | 0.20% |
| Dimensional Fund Advisors, Inc. | 0.18% |
| 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 will launch a second share-buyback tranche on 14 October 2026. • Maximum cash allocation: EUR 1,000 million. • Maximum shar | 2026-10-13 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • BBVA completed the first tranche of its new share-buyback program after reaching the maximum amount of €1,000 million. • The bank | 2026-10-02 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • BBVA’s Board approved a cash interim dividend of €0.37 gross per share on account of the 2026 dividend. • After a 19% withholding | 2026-10-01 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA reported that its first share-buyback tranche had purchased shares for a total cash amount of €937,716,638.05 as of 30 Septem | 2026-09-30 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA cancelled 70,339,213 treasury shares as part of a previously approved share-capital reduction. • The cancelled shares had a | 2026-09-23 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA reported that its first share-buyback tranche had purchased shares for a cumulative cash amount of €814,322,682.18 as of 18 S | 2026-09-22 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • BBVA reported progress on the first tranche of its share buyback program, approved by its Board of Directors on July 29, 2026. | 2026-09-14 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • BBVA reported that its first tranche of share buybacks had purchased shares with a total cash value of €590,237,900.53 as of 4 Sep | 2026-09-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.42 / share ex-date Oct 14, 2026 · pay Oct 26, 2026 | 2026-10-14 |
| Dividend | $0.71 / 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 2026-10-18.