FY2026 EPS Forecast for Banco Santander Lifted by Analyst

Banco Santander, S.A. (NYSE:SAN) – Investment analysts at Erste Group Bank raised their FY2026 EPS estimates for Banco Santander in a report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now anticipates that the bank will post earnings of $1.20 per share for the year, up from their previous forecast of $1.19. The consensus estimate for Banco Santander’s current full-year earnings is $1.25 per share. Erste Group Bank also issued estimates for Banco Santander’s FY2027 earnings at $1.46 EPS.

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

Other research analysts also recently issued research reports about the company. Wall Street Zen downgraded Banco Santander from a “buy” rating to a “hold” rating in a report on Saturday, July 18th. Weiss Ratings lowered Banco Santander from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Wednesday, July 29th. Finally, Santander reiterated a “buy” rating on shares of Banco Santander in a report on Tuesday, June 23rd. Six investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Banco Santander has an average rating of “Moderate Buy”.

Banco Santander Price Performance

SAN stock opened at $14.40 on Monday. Banco Santander has a 1 year low of $9.31 and a 1 year high of $15.00. The firm has a 50-day moving average of $14.10 and a 200 day moving average of $12.77. The company has a market cap of $211.53 billion, a P/E ratio of 11.71, a PEG ratio of 0.72 and a beta of 0.74.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. AQR Capital Management LLC grew its holdings in shares of Banco Santander by 77.4% during the first quarter. AQR Capital Management LLC now owns 419,635 shares of the bank’s stock valued at $2,812,000 after buying an additional 183,051 shares during the last quarter. Integrated Wealth Concepts LLC lifted its position in Banco Santander by 3.7% in the 1st quarter. Integrated Wealth Concepts LLC now owns 71,990 shares of the bank’s stock valued at $482,000 after acquiring an additional 2,566 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Banco Santander by 271.2% during the 1st quarter. Jones Financial Companies Lllp now owns 10,276 shares of the bank’s stock valued at $69,000 after purchasing an additional 7,508 shares during the last quarter. Focus Partners Wealth increased its holdings in shares of Banco Santander by 65.3% in the 1st quarter. Focus Partners Wealth now owns 71,169 shares of the bank’s stock worth $477,000 after purchasing an additional 28,107 shares in the last quarter. Finally, Acadian Asset Management LLC purchased a new position in shares of Banco Santander in the first quarter worth $601,000. 9.19% of the stock is owned by hedge funds and other institutional investors.

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.