Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) - Stock Analysis

Last updated: Mar 15, 2026

Financial ServicesClosed

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

BBVA exhibits robust Q3 2025 financial growth with strong loan expansion, capital returns via share buybacks and record dividends, strategic climate-focused initiatives, and positive institutional momentum. Technical uptrend with 5.3% price rise over 3 weeks and upcoming Q4 earnings on February 5 provide near-term catalysts supporting short-term price appreciation.

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Idea window: 2/5/2026 – 2/12/2026Sector: Financial Services

AI Analyst Overview

Last Price
$20.45
Market Cap
$116.39B
1D Return
-1.78%
YTD Return
-12.27%

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Valuation Metrics

P/E
10.3
P/B
1.9
P/S
2.7
EV/EBITDA
10.4
Div Yield
3.72%

Price Behavior

6.0

Key Price Behavior Insights: • Short-term downtrend • Oversold momentum • Nearby support cluster Support Level: $20.45–$20.82 Resistance Level: $23.50–$24.60 BBVA has shifted into a short-term downtrend—trading about 9% below its last-month SMA with RSI ~28 (oversold), immediate support at $20.45–$20.82 and resistance near $23.50–$24.60, leaving downside risk if the $20.45 area fails. ‌

weak
watch

Sentiment & News

7.0

Key News Insights: • Romania disposal • Institutional buying • Renewable financing BBVA is reshaping its portfolio with a near-€550m Garanti Romania sale while drawing institutional investors, reporting Latin America results and co‑financing large renewable projects.

banking
assetmanagement
AI

AI Summary

6.0
Neutral

BBVA is evolving from an interest-rate-driven earnings-recovery into a capital-efficient cash-return play—buybacks/dividends and selective disposals now underpin shareholder returns even as NII growth plateaus, making Latin‑America credit volatility (Mexico/Turkey/Argentina) the principal downside risk to monitor.

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AI summary updated today

Description

Banco Bilbao Vizcaya Argentaria, S.A. is a multinational banking group headquartered in Bilbao, Spain, that provides a full range of retail, corporate and investment banking services alongside asset and wealth management, insurance and real estate services. The bank offers deposit and lending products, payment cards, securities trading and fund and pension management through branches, ATMs and digital channels, and as of end-2021 operated over 6,000 branches and roughly 29,000 ATMs across Europe, the Americas, Turkey and Asia. Founded in 1857, BBVA conducts significant operations in Spain, Mexico and various markets in South America, the United States and Turkey.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Feb 5Feb 12BBVABanco Bilbao Vizcaya Argentaria, S.A.
BBVA exhibits robust Q3 2025 financial growth with strong loan expansion, capital returns via share buybacks and record dividends, strategic climate-focused initiatives, and positive institutional momentum. Technical uptrend with 5.3% price rise over 3 weeks and upcoming Q4 earnings on February 5 provide near-term catalysts supporting short-term price appreciation.
Closed+0.6%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.