Equity analysts

Analysts consensus

The information contained herein either has been provided by analyst or is available to the public and BBVA make no representation or warranty, express or implied, as to the accuracy or completeness of the referred information.

BBVA reserves the right to modify or supplement the information provided without prior notice.

This data, that is not under the obligation to disclose information required by the Comisión Nacional del Mercado de Valores (CNMV), is provided as a courtesy and for convenience and informational purposes only and is not intended to imply any endorsement of or provide any investment advice.

BBVA shall have no liability whatsoever (in negligence or otherwise) for any damage or loss howsoever arising from any use of this information.

 

Consensus of estimated annual results

 

Consolidated

Consensus (EUR m) (*)202320242025
Net Interest Income
23,18523,09922,970

Gross Income28,51528,95729,258
Operating Income16,39116,36016,228
Net Attributable Profit 7,5907,3157,282
BIS3 FL CET1 (%)12,8012,9813,00

(*) Consensus calculated from the contribution of 22 analysts for the Group P&L and 21 for the CET1 ratio. Data updated as of September 20, 2023.

Business areas

Net Attributable Profit (EUR m) (*)202320242025
Spain2,6442,5192,534
Mexico5,1014,9264,801
Turkey586249245
South America695651656
Rest of Business345287297
Corporate Center-1,776-1,294-1,226

(*) Consensus calculated from the contribution of 21 analysts. Data updated as of September 20, 2023.

To our best knowledge, the following analysts and companies follow BBVA on a regular basis. BBVA takes no responsibility for their opinions.

CompanyAnalyst
Alantra EquitiesFrancisco Riquel
Autonomous ResearchBritta Schmidt
Banco SabadellMaría Paz Ojeda
BankinterRafael Alonso
Bank of AmericaAntonio Reale
Barclays CapitalCecilia Romero
BerenbergMichael Christodoulou
BestinverFernando Gil de Santivañes
CaixaBank BPICarlos Joaquim Peixoto
CitigroupMarta Sánchez Romero
Deutsche Bank Alfredo Alonso
Exane BNP ParibasIgnacio Ulargui
Goldman SachsChris Hallam
GVC GaescoMarisa Mazo
HSBCDomenico Santoro
JB CapitalMaksym Mishyn
JefferiesBenjie Creeland-Sandford
JP MorganSofie Peterzéns
KBWHugo Cruz
Kepler CheuvreuxJacques-Henri Gaulard
MediobancaAndrea Filtri
Morgan StanleyÁlvaro Serrano
MorningstarJohann Scholtz
RBCBenjamin Toms
RedburnGonzalo López
Renta 4Nuria Álvarez
SantanderPatrick Lee
Société GénéraleCarlos Cobo
UBSIgnacio Cerezo

Including equity analyst recommendation on BBVA.

Analyst recommendations

CompanyRecommendationP.O.Date
Alantra EquitiesBUY9.5009/07/2023
AutonomousBUY9.5408/29/2023
BankinterBUY8.2005/04/2023
Bank of AmericaHOLD8.5008/03/2023
Barclays Capital HOLD9.2008/02/2023
BerenbergHOLD7.8007/31/2023
BestinverBUY7.7002/10/2023
Caixabank BPIBUY9.0006/05/2023
CitigroupBUY10.0007/25/2023
CarraighillHOLD7.0008/13/2021
Deutsche BankBUY9.8508/08/2023
Exane BNP ParibasHOLD8.1009/08/2023
Goldman SachsHOLD10.1008/04/2023
GVC GaescoBUY7,7006/13/2023
HSBCBUY9.2008/01/2023
JB CapitalBUY10.3007/28/2023
JefferiesBUY8.0004/27/2023
JP MorganHOLD8.9008/08/2023
Keefe B&WHOLD9.6707/28/2023
Kepler CheuvreuxHOLD8.3308/01/2023
MediobancaHOLD7.3007/14/2022
Morgan StanleyHOLD9.2009/05/2023
MorningstarBUY9.3003/10/2023
NorbolsaHOLD5.0406/17/2021
OddoHOLD8.9008/02/2023
RBCBUY    9.2509/04/2023
RedburnHOLDNA05/07/2021
Renta 4BUY8.3912/14/2021
SabadellBUY8.4006/16/2023
SantanderBUY8.2502/01/2023
Societe GeneraleHOLD7.8007/31/2023
UBSBUY9.8507/31/2023

The information contained herein either has been provided by analyst or is available to the public and BBVA make no representation or warranty, express or implied, as to the accuracy or completeness of the referred information.

BBVA reserves the right to modify or supplement the information provided without prior notice.

This data, that is not under the obligation to disclose information required by the Comisión Nacional del Mercado de Valores (CNMV), is provided as a courtesy and for convenience and informational purposes only and is not intended to imply any endorsement of or provide any investment advice.

BBVA shall have no liability whatsoever (in negligence or otherwise) for any damage or loss howsoever arising from any use of this information.

 

Consensus of estimated annual results

 

Consolidated

Consensus (EUR m) (*)202320242025
Net Interest Income
23,18523,09922,970

Gross Income28,51528,95729,258
Operating Income16,39116,36016,228
Net Attributable Profit 7,5907,3157,282
BIS3 FL CET1 (%)12,8012,9813,00

(*) Consensus calculated from the contribution of 22 analysts for the Group P&L and 21 for the CET1 ratio. Data updated as of September 20, 2023.

Business areas

Net Attributable Profit (EUR m) (*)202320242025
Spain2,6442,5192,534
Mexico5,1014,9264,801
Turkey586249245
South America695651656
Rest of Business345287297
Corporate Center-1,776-1,294-1,226

(*) Consensus calculated from the contribution of 21 analysts. Data updated as of September 20, 2023.

Updated page 20 September 2023