Banco Santander, S.A. (NYSE:SAN) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Banco Santander, S.A. (NYSE:SAN) have received a consensus rating of “Moderate Buy” from the eleven ratings firms that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, three have given a hold recommendation, six have issued a buy recommendation and one has assigned a strong buy recommendation to the company.

Several equities analysts recently weighed in on SAN shares. Wall Street Zen upgraded shares of Banco Santander from a “hold” rating to a “buy” rating in a research report on Sunday, April 26th. UBS Group reaffirmed a “buy” rating on shares of Banco Santander in a research report on Monday, February 16th. Royal Bank Of Canada raised shares of Banco Santander from a “sector perform” rating to an “outperform” rating in a research report on Monday, February 23rd. Morgan Stanley upgraded shares of Banco Santander from an “equal weight” rating to an “overweight” rating in a research note on Monday, March 23rd. Finally, Santander reiterated an “overweight” rating on shares of Banco Santander in a research note on Thursday.

Key Banco Santander News

Here are the key news stories impacting Banco Santander this week:

• Positive Sentiment: Santander completed the takeover of TSB, gaining a much bigger UK retail footprint and scale on the high street. Santander completes £2.65B takeover of TSB Sabadell sells TSB to Banco Santander for €3.3bn
• Positive Sentiment: Santander reported a record underlying Q1 profit and reaffirmed targets, supporting its operational story and capital generation. Santander reports record Q1 profit, reaffirms targets
• Positive Sentiment: Analysts are revising upwards — Erste Group raised FY2027 earnings estimates for Santander, which supports forward EPS expectations (estimate lift to $1.40 from $1.37).
• Positive Sentiment: Santander is increasing its strategic fintech exposure by investing in Ebury ( ~£50m ), and participating in wider funding rounds — this expands international payments capabilities. Santander to invest $67 mln in Ebury
• Neutral Sentiment: Some coverage remains constructive but watchful — Barclays reiterated a Buy on Santander, which supports investor interest but may already be priced in. Barclays Remains a Buy on Banco Santander (BNC)
• Neutral Sentiment: Santander flagged limits around non‑IFRS and ESG metrics in its Q1 presentation — useful context for analysts but not an immediate earnings driver. Santander Flags Limits of Non-IFRS and ESG Metrics in 1Q 2026 Results
• Neutral Sentiment: Value/earnings-focused commentary (e.g., Zacks) argues Santander may be undervalued, which can support longer-term interest but is not an immediate catalyst. Are Investors Undervaluing Banco Santander (SAN) Right Now?
• Negative Sentiment: Santander UK is absorbing hit from a motor‑finance scandal with associated customer payouts and one‑off costs, which depress near‑term UK profits and offset some acquisition benefits. Santander UK takes profit hit from further costs of motor finance scandal

Hedge Funds Weigh In On Banco Santander

Hedge funds have recently made changes to their positions in the stock. JPMorgan Chase & Co. raised its holdings in shares of Banco Santander by 3.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,954,166 shares of the bank’s stock valued at $30,960,000 after acquiring an additional 95,069 shares in the last quarter. Dynasty Wealth Management LLC purchased a new stake in shares of Banco Santander in the 3rd quarter valued at $1,743,000. TD Waterhouse Canada Inc. increased its holdings in shares of Banco Santander by 52.4% in the third quarter. TD Waterhouse Canada Inc. now owns 500,590 shares of the bank’s stock worth $5,211,000 after buying an additional 172,042 shares during the period. Capital International Investors lifted its position in Banco Santander by 67.5% in the third quarter. Capital International Investors now owns 14,529,024 shares of the bank’s stock valued at $149,504,000 after purchasing an additional 5,856,034 shares during the last quarter. Finally, Clark Capital Management Group Inc. grew its holdings in Banco Santander by 26.2% in the 3rd quarter. Clark Capital Management Group Inc. now owns 7,156,053 shares of the bank’s stock worth $74,995,000 after acquiring an additional 1,485,006 shares during the last quarter. 9.19% of the stock is currently owned by hedge funds and other institutional investors.

Banco Santander Price Performance

SAN opened at $12.08 on Monday. The company has a market capitalization of $177.51 billion, a price-to-earnings ratio of 9.99, a P/E/G ratio of 0.69 and a beta of 0.73. Banco Santander has a 1 year low of $7.07 and a 1 year high of $13.24. The firm’s fifty day moving average price is $11.72 and its two-hundred day moving average price is $11.46.

Banco Santander (NYSE:SAN) last posted its earnings results on Wednesday, April 29th. The bank reported $0.27 EPS for the quarter, missing the consensus estimate of $0.29 by ($0.02). The firm had revenue of $17.53 billion for the quarter, compared to the consensus estimate of $17.66 billion. Banco Santander had a return on equity of 12.23% and a net margin of 26.92%. As a group, equities analysts anticipate that Banco Santander will post 1.12 EPS for the current year.

Banco Santander Dividend Announcement

The firm also recently announced a dividend, which will be paid on Friday, May 8th. Shareholders of record on Monday, May 4th will be given a dividend of $0.1473 per share. This represents a yield of 254.0%. The ex-dividend date is Monday, May 4th. Banco Santander’s dividend payout ratio (DPR) is currently 18.81%.

Banco Santander Company Profile

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.