Banco Santander stock reports EUR 7.3 billion underlying profit

Published on 09/25/2026 at 11:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Banco Santander stock has a Moderate Buy consensus from 10 analysts on September 25, 2026. The NYSE quote was USD 14.28 on September 24, 2026, with a USD 209.61 billion market cap.

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Banco Santander stock (ISIN US05964H1059) stood at USD 14.28 on the NYSE on September 24, 2026, up 0.56 percent from the USD 14.20 prior close. The latest investor consensus gives the shares a Moderate Buy rating, while the bank's first-half figures show strong profitability.

Underlying profit reaches EUR 7.3 billion

Santander reported EUR 7.3 billion in underlying profit for H1 2026, with underlying RoTE at 15.6 percent and CET1 capital at 14.0 percent in June 2026. Underlying EPS increased 20 percent year over year, while TNAV plus cash dividend per share rose 19 percent.

The latest quarterly comparison was more mixed. MarketBeat reported Q2 2026 EPS of USD 0.27 against consensus of USD 0.29, a USD 0.02 miss, while revenue reached USD 17.93 billion versus USD 17.90 billion expected.

Ten analysts favor Banco Santander

MarketBeat said on September 25, 2026, that 10 analysts covering Banco Santander assigned six Buy, three Hold and one Sell rating. The distribution supports a positive consensus, but the single Sell rating shows that the earnings profile still attracts disagreement.

The bank's investor-relations calendar lists the 9M 2026 earnings presentation for October 28, 2026, giving the market a defined checkpoint for revenue trends, capital and profitability. The H1 figures put that event against a clear benchmark: underlying profit of EUR 7.3 billion and RoTE of 15.6 percent.

NYSE quote stays below yearly high

The USD 14.28 reference price on September 24, 2026, was 5.12 percent below the 52-week high of USD 15.05 and above the 52-week low of USD 9.62. Market capitalization stood at USD 209,605,020,285, with 8,726,231 shares traded in the quoted session.

For investors, the key contrast is clear: the H1 operating figures improved materially, but the most recent quarterly EPS still missed consensus. The next reported checkpoint is the October 28, 2026, 9M presentation.