Equity analysts

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
24,35224,61324,294

Gross Income29,94630,94331,167
Operating Income17,29617,55917,303
Net Attributable Profit 7,9287,7997,676
BIS3 FL CET1 (%)12.7912.9812.93

(*) Consensus calculated from the contribution of 20 analysts. Data updated as of November 22, 2023.

Business areas

Net Attributable Profit (EUR m) (*)202320242025
Spain2,7722,7392,709
Mexico5,3465,2995,131
Turkey460296366
South America627535551
Rest of Business373321311
Corporate Center-1,645-1,383-1,386

(*) Consensus calculated from the contribution of 20 analysts. Data updated as of November 22, 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
CarraighillSeamus Murphy
CitigroupMarta Sánchez Romero
Deutsche Bank Alfredo Alonso
Exane BNP ParibasIgnacio Ulargui
Goldman SachsChris Hallam
GVC GaescoMarisa Mazo
HSBCDomenico Santoro
JB CapitalMaksym Mishyn
JefferiesTo be determined
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

(*) To the best of our knowledge, the sell-side analysts listed above cover BBVA on a regular basis. The list may not be complete and may change from time to time. We update the list periodically, based on the most complete information we have at all times.

Analyst recommendations

Including equity analyst recommendation on BBVA.

Analyst recommendations

CompanyRecommendationP.O.Date
Alantra EquitiesBUY10.4010/31/2023
AutonomousBUY10.2211/07/2023
BankinterBUY9.9011/08/2023
Bank of AmericaHOLD8.8510/12/2023
Barclays Capital BUY10.0011/01/2023
BerenbergHOLD7.8011/01/2023
BestinverBUY8.6011/02/2023
Caixabank BPIBUY9.6510/11/2023
CitigroupBUY10.6010/16/2023
CarraighillHOLD7.0008/13/2021
Deutsche BankBUY10.8511/01/2023
Exane BNP ParibasHOLD8.2010/31/2023
Goldman SachsHOLD9.7011/02/2023
GVC GaescoBUY8,7510/04/2023
HSBCBUY9.4011/01/2023
JB CapitalBUY11.8010/31/2023
JefferiesBUY8.0004/27/2023
JP MorganBUY10.4028/11/2023
Keefe B&WHOLD10.4010/31/2023
Kepler CheuvreuxHOLD8.2211/02/2023
MediobancaHOLD8.0011/01/2022
Morgan StanleyHOLD10.0011/28/2023
MorningstarBUY9.3003/10/2023
OddoBUY10.8010/31/2023
RBCBUY    10.0011/03/2023
RedburnHOLD8.0011/01/2023
Renta 4BUY8.3912/14/2021
SabadellBUY8.4006/16/2023
SantanderBUY10.6211/23/2023
Societe GeneraleHOLD8.2011/01/2023
UBSBUY10.4011/01/2023

(*) To the best of our knowledge, the sell-side analysts listed above cover BBVA on a regular basis. The list may not be complete and may change from time to time. We update the list periodically, based on the most complete information we have at all times.

Including equity analyst recommendation on BBVA.

Analyst recommendations

CompanyRecommendationP.O.Date
Alantra EquitiesBUY10.4010/31/2023
AutonomousBUY10.2211/07/2023
BankinterBUY9.9011/08/2023
Bank of AmericaHOLD8.8510/12/2023
Barclays Capital BUY10.0011/01/2023
BerenbergHOLD7.8011/01/2023
BestinverBUY8.6011/02/2023
Caixabank BPIBUY9.6510/11/2023
CitigroupBUY10.6010/16/2023
CarraighillHOLD7.0008/13/2021
Deutsche BankBUY10.8511/01/2023
Exane BNP ParibasHOLD8.2010/31/2023
Goldman SachsHOLD9.7011/02/2023
GVC GaescoBUY8,7510/04/2023
HSBCBUY9.4011/01/2023
JB CapitalBUY11.8010/31/2023
JefferiesBUY8.0004/27/2023
JP MorganBUY10.4028/11/2023
Keefe B&WHOLD10.4010/31/2023
Kepler CheuvreuxHOLD8.2211/02/2023
MediobancaHOLD8.0011/01/2022
Morgan StanleyHOLD10.0011/28/2023
MorningstarBUY9.3003/10/2023
OddoBUY10.8010/31/2023
RBCBUY    10.0011/03/2023
RedburnHOLD8.0011/01/2023
Renta 4BUY8.3912/14/2021
SabadellBUY8.4006/16/2023
SantanderBUY10.6211/23/2023
Societe GeneraleHOLD8.2011/01/2023
UBSBUY10.4011/01/2023

(*) To the best of our knowledge, the sell-side analysts listed above cover BBVA on a regular basis. The list may not be complete and may change from time to time. We update the list periodically, based on the most complete information we have at all times.