Banco Bilbao Vizcaya Argentaria S.A. (BBVA) – What Are Investment Firms Saying About This Stock?

Shares of Banco Bilbao Vizcaya Argentaria S.A. (NYSE:BBVA) have been assigned an average rating of “Hold” from the thirteen ratings firms that are presently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation and four have issued a buy recommendation on the company.

A number of research analysts have recently weighed in on BBVA shares. Bank of America downgraded Banco Bilbao Vizcaya Argentaria from a “buy” rating to a “neutral” rating in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft downgraded Banco Bilbao Vizcaya Argentaria from a “buy” rating to a “hold” rating in a research note on Wednesday, August 5th. Wall Street Zen lowered Banco Bilbao Vizcaya Argentaria from a “buy” rating to a “hold” rating in a research report on Saturday. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Banco Bilbao Vizcaya Argentaria in a research note on Thursday, September 24th. Finally, UBS Group reiterated a “neutral” rating on shares of Banco Bilbao Vizcaya Argentaria in a report on Thursday, August 20th.

Key Banco Bilbao Vizcaya Argentaria News

Here are the key news stories impacting Banco Bilbao Vizcaya Argentaria this week:

• Positive Sentiment: BBVA’s third-quarter net profit increased 19% year over year, supported by strong lending income and particularly solid results in Mexico, its largest market. BBVA’s Q3 net profit rises 19% thanks to Mexico
• Positive Sentiment: Net attributable profit reached approximately €9.07 billion for the first nine months, while return on tangible equity remained a strong 22%. Management also highlighted continued revenue growth and an AI-focused transformation strategy. BBVA signals focus on AI-driven transformation
• Positive Sentiment: Quarterly revenue was €12.36 billion, ahead of the €12.08 billion consensus estimate, reflecting higher gross income and sustained activity in Spain and Mexico. BBVA Q3 adjusted earnings and gross income
• Neutral Sentiment: The earnings call emphasized continued investment in technology and AI, alongside disciplined growth and capital management. These initiatives could improve efficiency over time but may require near-term spending. BBVA Q3 2026 earnings call transcript
• Negative Sentiment: Adjusted EPS was $0.60, below the $0.62 analyst consensus, despite the revenue beat. The shortfall likely contributed to the weaker investor reaction. BBVA quarterly earnings results
• Negative Sentiment: BBVA shares declined after its Spanish banking business missed expectations, offsetting the stronger Mexican performance and raising concerns about uneven regional momentum. BBVA shares drop after Spain business misses expectations

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Bank of America Corp DE boosted its stake in shares of Banco Bilbao Vizcaya Argentaria by 4.9% during the 1st quarter. Bank of America Corp DE now owns 7,488,811 shares of the bank’s stock valued at $162,208,000 after buying an additional 352,011 shares during the period. Quantinno Capital Management LP grew its holdings in shares of Banco Bilbao Vizcaya Argentaria by 23.3% during the 1st quarter. Quantinno Capital Management LP now owns 1,223,071 shares of the bank’s stock valued at $26,492,000 after acquiring an additional 231,330 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Banco Bilbao Vizcaya Argentaria by 9.1% during the 1st quarter. Bank of New York Mellon Corp now owns 919,176 shares of the bank’s stock valued at $19,909,000 after acquiring an additional 76,694 shares in the last quarter. QRG Capital Management Inc. increased its stake in shares of Banco Bilbao Vizcaya Argentaria by 13.0% in the second quarter. QRG Capital Management Inc. now owns 609,469 shares of the bank’s stock worth $15,273,000 after acquiring an additional 70,207 shares during the last quarter. Finally, Assetmark Inc. increased its stake in shares of Banco Bilbao Vizcaya Argentaria by 4.6% in the first quarter. Assetmark Inc. now owns 543,322 shares of the bank’s stock worth $11,768,000 after acquiring an additional 23,866 shares during the last quarter. Institutional investors and hedge funds own 2.96% of the company’s stock.

Banco Bilbao Vizcaya Argentaria Trading Down 4.1%

NYSE BBVA opened at $23.44 on Friday. Banco Bilbao Vizcaya Argentaria has a twelve month low of $19.84 and a twelve month high of $29.64. The company has a debt-to-equity ratio of 1.77, a quick ratio of 1.06 and a current ratio of 1.06. The stock has a market cap of $130.82 billion, a price-to-earnings ratio of 10.15, a PEG ratio of 0.65 and a beta of 0.82. The firm’s 50 day moving average price is $27.48 and its two-hundred day moving average price is $24.79.

Banco Bilbao Vizcaya Argentaria (NYSE:BBVA) last announced its earnings results on Tuesday, June 30th. The bank reported $0.62 earnings per share (EPS) for the quarter. The company had revenue of $11.99 billion for the quarter. Banco Bilbao Vizcaya Argentaria had a net margin of 27.70% and a return on equity of 18.87%. Equities analysts anticipate that Banco Bilbao Vizcaya Argentaria will post 2.37 EPS for the current year.

Banco Bilbao Vizcaya Argentaria Dividend Announcement

The business also recently disclosed a dividend, which was paid on Friday, October 30th. Investors of record on Wednesday, October 14th were given a dividend of $0.4168 per share. The ex-dividend date of this dividend was Wednesday, October 14th. This represents a yield of 324.0%. Banco Bilbao Vizcaya Argentaria’s payout ratio is presently 30.45%.

About Banco Bilbao Vizcaya Argentaria

Banco Bilbao Vizcaya Argentaria, SA (NYSE: BBVA) is a global financial services group headquartered in Bilbao, Spain. The bank traces its origins to Banco de Bilbao, founded in 1857, and adopted the BBVA name in 1999 following the merger of Banco Bilbao Vizcaya and Argentaria.

BBVA provides retail and commercial banking services, including checking and savings accounts, consumer and mortgage lending, credit cards, payments, and digital banking. It also serves businesses and institutions through corporate and investment banking, transaction banking, capital markets, and advisory services.