Alphavalue / Divacons | The EIB Group (comprising the European Investment Bank and the European Investment Fund) invested more than €714 million in two BBVA securitisation transactions, enabling the bank to mobilise around €1.3 billion to finance Spanish SMEs, mid-caps and entrepreneurs, as well as sustainable housing projects. The first is a securitisation of a consumer loan portfolio of approximately €1.1 billion in financing, enabling companies to address their liquidity…

Alphavalue / Divacons | The financial institution obtained a preliminary licence from the Abu Dhabi Global Market (ADGM) authority, allowing it to expand its wholesale banking services in the Middle East and strengthen its position as a strategic partner for corporate and institutional clients in the region. Eduardo Ortiz will lead operations from the new Abu Dhabi office. BBVA also informed the National Securities Market Commission (CNMV) that the monetary…

Alphavalue/DIVACONS | On Thursday, the financial institution presented its ambitious financial targets for the period 2025-2028. The institution aims to achieve a cumulative attributable net profit of €48 billion, an average ROTE of 22% and a compound annual growth rate of tangible value per share plus dividends of around 15%. During her participation in JP Morgan’s annual investor conference, Luisa Gómez Bravo, BBVA’s chief financial officer, explained that profitability and…

Jefferies | Following the third quarter, we have raised our 2026/2027 earnings forecasts for MSD thanks to improved revenues, mainly in Spain and Mexico, and we believe that BBVA (BBVA) is on track to achieve the medium-term targets announced in the first half of 2025. We are 4% above the 2027 earnings forecasts. We believe BBVA will announce a €6 billion share buyback in its 2025 results (subject to ECB…

Alphavalue / Divacons | The financial institution executed 23.2% of its share buyback programme, valued at €993 million, as reported yesterday to the Spanish National Securities Market Commission (CNMV). Specifically, between 31 October and 10 November, the entity acquired a total of 13.1 million shares for €231 million at an average price of €17.6 per share.

Bankinter | BBVA may redeem the issue in November 2032. Analysis team’s view: Positive impact. Demand exceeded €5.025 billion (bid-to-cover ratio >5.0x), which allowed the financing cost to be reduced to 5.625% (versus 6.125% initially forecast). Most importantly, the bank’s financing cost is significantly lower thanks to excess capital (CET1 ratio ~13.42% in Q3 2025 against a target of 11.5%-12.0%) and strong results (9M 2025 net profit: €7,978 million, up…