Earnings summaries and quarterly performance for BANCO BILBAO VIZCAYA ARGENTARIA.
Research analysts who have asked questions during BANCO BILBAO VIZCAYA ARGENTARIA earnings calls.
Benjamin Toms
RBC Capital Markets
4 questions for BBVA
Britta Schmidt
Autonomous Research
4 questions for BBVA
Carlos Peixoto
CaixaBank BPI
4 questions for BBVA
Francisco Riquel
Alantra Equities
4 questions for BBVA
Ignacio Ulargui
BNP Paribas
4 questions for BBVA
Maksym Mishyn
JB Capital
4 questions for BBVA
Antonio Reale
Bank of America
3 questions for BBVA
Hugo Moniz Marques Da Cruz
Keefe, Bruyette & Woods
3 questions for BBVA
Hugo Cruz
Keefe, Bruyette & Woods
2 questions for BBVA
Marta Sánchez Romero
Citi
2 questions for BBVA
Sofie Peterzens
JPMorgan Chase & Co.
2 questions for BBVA
Alvaro de Tejada
Morgan Stanley
1 question for BBVA
Alvaro Serrano
Morgan Stanley
1 question for BBVA
Andrea Filtri
Mediobanca
1 question for BBVA
Cecilia Romero
Barclays Corporate & Investment Bank
1 question for BBVA
Cecilia Romero Reyes
Barclays
1 question for BBVA
Fernando Gil Santivanes
Intesa Sanpaolo
1 question for BBVA
Ignacio Cerezo
UBS Group
1 question for BBVA
Ignacio Cerezo Olmos
UBS
1 question for BBVA
Recent press releases and 8-K filings for BBVA.
- BBVA reported a record Net Attributable Profit of €10.5 billion for 2025, representing a 12.8% increase from 2024, alongside a Return on Tangible Equity (ROTE) of 19.3%.
- The company announced significant shareholder distributions totaling €5.2 billion for 2025, which includes a cash dividend of €0.92 per share and an extraordinary share buyback program of €4.0 billion.
- BBVA maintained a solid capital position with a CET1 Ratio of 12.70% as of December 2025, surpassing its target range of 11.5%-12.0%.
- The group achieved superior revenue growth in 2025, with Net Interest Income increasing by 13.9% and Net Fees and Commissions growing by 14.6% (both constant currency compared to 2024).
- For 2026, BBVA anticipates mid single digit loan growth, high single digit Net Interest Income growth, and an efficiency ratio below 35%.
- BBVA reported a record net attributable profit of €10.5 billion in 2025, representing a 4.5% year-over-year increase in current euros.
- The company announced a cash dividend of €0.92 per share for 2025 earnings, totaling €5.25 billion, and a nearly €4 billion share buyback program.
- BBVA achieved a Return on Tangible Equity (ROTE) of 19.3% and maintained a solid CET1 capital ratio of 12.7% in 2025.
- Earnings per share (EPS) increased by 5.8% year-over-year in current euros, and tangible book value per share plus dividends grew 15.2% (excluding share buybacks).
- BBVA reported a net attributable profit of €10,511 million for 2025, representing a 4.5% increase from the previous year.
- Earnings per share (EPS) for 2025 was €1.76, a 5.0% increase, while adjusted EPS was €1.78, up 5.8%.
- The company plans a total cash distribution of €0.92 per share for the 2025 financial year, representing 50% of the attributable profit, including a proposed final dividend of €0.60 gross per share.
- As of December 31, 2025, BBVA's CET1 ratio stood at 12.70%, exceeding its target management range, the NPL ratio was 2.7%, and the efficiency ratio improved to 38.8%.
- Total assets grew by 11.3% to €859,576 million, with loans and advances to customers increasing by 11.5% and deposits from customers by 12.3%.
- BBVA reported a record 2025 profit of €10.5bn and a fourth-quarter attributable profit of €2.53bn, driven by strong core revenues, loan growth, and resilient performances in Spain and Mexico.
- The bank announced a record cash dividend of 92 euro cents per share and a nearly €4bn share buyback, with combined distributions exceeding €9.2bn.
- Shares fell more than 6% as investors focused on higher-than-expected provisions and rising costs in key emerging markets, with fourth-quarter loan-loss provisions rising 19% year-on-year to €1.75bn, primarily due to Turkey and Mexico.
- Despite these concerns, Q4 net interest income was €7.03bn (up c.9.8% year-on-year) and group revenue was €9.8bn, both ahead of forecasts, and customer loans expanded strongly.
- BBVA reported a record net attributable profit of EUR 10.5 billion for the full year 2025, marking a 4.5% increase year-over-year, with earnings per share reaching EUR 1.78.
- The company achieved an industry-leading Return on Tangible Equity (ROTE) of 19.3% and an exceptional loan portfolio growth of 16.2% at constant euros in 2025.
- Shareholder remuneration for 2025 results includes a regular payout of EUR 5.2 billion, translating to a total cash dividend of EUR 0.92 per share, and the ongoing execution of the first EUR 1.5 billion tranche of an extraordinary EUR 4 billion share buyback program.
- The CET1 ratio stood at 12.70% in December 2025 after deducting the share buyback program.
- BBVA provided 2026 guidance, targeting a group Return on Tangible Equity of around 20% and a cost-to-income ratio of below 40%.
- BBVA reported a record net attributable profit of EUR 10.5 billion for 2025, marking a 4.5% increase year-over-year, with earnings per share reaching EUR 1.78, up 5.8%.
- The company demonstrated strong growth in 2025, with its loan portfolio increasing by an exceptional 16.2% at constant euros and 11.7% in current euros, while maintaining an industry-leading return on tangible equity of 19.3%.
- For 2025 results, BBVA announced a regular payout of EUR 5.2 billion, equivalent to a 50% payout, which will be fully paid in cash as a total dividend of EUR 0.92 per share. Additionally, the execution of a EUR 4 billion extraordinary share buyback program is ongoing.
- BBVA acquired a record 11.5 million gross new customers in 2025 and remains on track with its 2025-2028 strategic plan, with 2026 guidance including a group return on tangible equity of around 20% and a cost-to-income ratio below 40%.
- BBVA achieved a record net attributable profit of EUR 10.5 billion in 2025, a 4.5% increase year-over-year in current euros, with an industry-leading return on tangible equity of 19.3%.
- The company demonstrated strong growth, with its loan portfolio increasing by an exceptional 16.2% at constant euros and 11.7% in current euros, and acquired 11.5 million new customers in 2025.
- Shareholder remuneration for 2025 results includes a regular payout of EUR 5.2 billion, equivalent to a 50% payout, and a total cash dividend of EUR 0.92 per share, the highest ever for BBVA. Additionally, the execution of a EUR 4 billion extraordinary share buyback program continues, with a EUR 1.5 billion tranche currently underway.
- BBVA's CET1 ratio stood at 12.70% in December 2025 after capital distributions.
- For 2026, BBVA expects a group return on tangible equity of around 20% and a cost-to-income ratio of below 40%, affirming its commitment to 2025-2028 strategic goals.
- Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) has executed transactions for the First Tranche of its share buyback program between January 26 and January 30, 2026.
- The cash amount of shares purchased to date as part of this First Tranche totals 641,989,930.39 Euros.
- This amount represents approximately 42.80% of the maximum cash amount designated for the First Tranche.
- BBVA and ALTÉRRA are forming the $1.2 billion ALTÉRRA Opportunity Fund, a co-investment vehicle to back climate-aligned infrastructure, private equity, and private credit.
- BBVA proposes a $250 million strategic limited partner commitment to the fund, subject to regulatory approvals.
- The fund will consolidate existing co-investments from ALTÉRRA's Acceleration Fund and target themes such as energy transition and industrial decarbonization across North America, Latin America, Europe, and other growth markets.
- This partnership aims to scale institutional capital for high-impact climate investments, aligning with ALTÉRRA's goal to mobilize significant capital for the energy transition and BBVA's expansion in sustainable finance.
- Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) has partially executed a share capital reduction by canceling 54,316,765 own shares, with a nominal amount of 26,615,214.85 euros.
- These shares were acquired through a share repurchase program that was completed on December 10, 2025.
- Following this cancellation, BBVA's share capital has been set at 2,797,394,663 euros, represented by 5,708,968,700 shares.
- BBVA will request the delisting of the redeemed shares from the relevant Stock Exchanges.
Quarterly earnings call transcripts for BANCO BILBAO VIZCAYA ARGENTARIA.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more
