FY2026 EPS Estimates for Banco Santander Lifted by Analyst

Banco Santander, S.A. (NYSE:SAN) – Equities research analysts at Erste Group Bank lifted their FY2026 earnings per share estimates for Banco Santander in a research report issued on Monday, July 27th. Erste Group Bank analyst H. Engel now expects that the bank will post earnings per share of $1.15 for the year, up from their prior estimate of $1.14. The consensus estimate for Banco Santander’s current full-year earnings is $1.14 per share. Erste Group Bank also issued estimates for Banco Santander’s FY2027 earnings at $1.39 EPS.

Several other brokerages have also weighed in on SAN. Weiss Ratings raised Banco Santander from a “buy (b+)” rating to a “buy (a-)” rating in a report on Tuesday, July 14th. Wall Street Zen lowered Banco Santander from a “buy” rating to a “hold” rating in a report on Saturday, July 18th. Finally, Santander reaffirmed a “buy” rating on shares of Banco Santander in a report on Tuesday, June 23rd. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Banco Santander currently has an average rating of “Moderate Buy”.

Banco Santander Price Performance

NYSE:SAN opened at $13.38 on Thursday. The company has a market capitalization of $196.47 billion, a P/E ratio of 10.87, a P/E/G ratio of 0.76 and a beta of 0.72. The business has a fifty day simple moving average of $13.21 and a two-hundred day simple moving average of $12.41. Banco Santander has a 1 year low of $8.29 and a 1 year high of $14.39.

Banco Santander (NYSE:SAN) last posted its quarterly earnings results on Wednesday, July 22nd. The bank reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.29 by ($0.02). Banco Santander had a net margin of 26.94% and a return on equity of 12.43%. The company had revenue of $17.93 billion for the quarter, compared to the consensus estimate of $17.90 billion.

Institutional Trading of Banco Santander

A number of hedge funds have recently bought and sold shares of the company. Lazard Asset Management LLC boosted its stake in shares of Banco Santander by 2,038,075.5% in the 2nd quarter. Lazard Asset Management LLC now owns 7,643,158 shares of the bank’s stock valued at $63,438,000 after purchasing an additional 7,642,783 shares in the last quarter. Bank of America Corp DE boosted its holdings in Banco Santander by 118.9% during the 1st quarter. Bank of America Corp DE now owns 11,413,194 shares of the bank’s stock valued at $128,741,000 after acquiring an additional 6,198,828 shares during the period. Raymond James Financial Inc. boosted its stake in shares of Banco Santander by 225.3% during the third quarter. Raymond James Financial Inc. now owns 4,100,768 shares of the bank’s stock valued at $42,976,000 after purchasing an additional 2,840,145 shares during the period. Morgan Stanley raised its holdings in Banco Santander by 3.2% during the 4th quarter. Morgan Stanley now owns 56,109,418 shares of the bank’s stock valued at $658,164,000 after buying an additional 1,719,432 shares during the last quarter. Finally, Northern Trust Corp raised its stake in shares of Banco Santander by 8.5% during the third quarter. Northern Trust Corp now owns 12,844,029 shares of the bank’s stock valued at $134,605,000 after acquiring an additional 1,000,811 shares during the last quarter. Institutional investors own 9.19% of the company’s stock.

About Banco Santander

Banco Santander, SA (NYSE: SAN) is a Spanish multinational banking group headquartered in Santander, Spain. Founded in 1857, the bank has grown from a regional institution into one of Europe’s largest banking groups, operating a diversified financial services platform that serves retail, small and medium-sized enterprises, and large corporate clients. Santander is publicly listed in Spain and maintains American Depositary Receipts on the New York Stock Exchange under the ticker SAN.

The group’s core activities include retail and commercial banking—offering deposit accounts, payment services, mortgages, personal and auto loans, and small business financing—alongside corporate and investment banking services for larger institutional clients.