Caixabank reviews Cetelem bid as BNP Paribas stock falls 1.83 percent

Published on 10/05/2026 at 10:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter net income rose 33.40 percent to EUR 4.35 billion. BNP Paribas stock costs EUR 90.75 on October 5, 2026 versus EUR 92.44.

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BNP Paribas stock (ISIN FR0000131104) was trading at EUR 90.75 at Lang & Schwarz on October 5, 2026 at 10:34 a.m. CEST, down 1.83 percent versus the prior close of EUR 92.44. The market backdrop includes a reported review of a possible Cetelem transaction in Spain and Portugal.

Caixabank reviews a Cetelem bid

As Reuters reported on October 1, 2026, Caixabank hired Morgan Stanley to assess a potential acquisition of Cetelem, BNP Paribas' Spanish and Portuguese consumer lending business. The report describes an assessment rather than a completed transaction, leaving the value and timing of any deal open.

For BNP Paribas, Cetelem sits inside its consumer finance activities. The transaction angle therefore adds a portfolio question to the stock's current earnings picture, while the October 5 price is 20.27 percent below the EUR 113.82 52-week high and above the EUR 65.12 low.

Second-quarter profit rose 33.40 percent

BNP Paribas reported EUR 14.09 billion in net banking income for the second quarter of 2026, up 12.00 percent from the second quarter of 2025. Net income attributable to shareholders reached EUR 4.35 billion, an increase of 33.40 percent from EUR 3.26 billion in the second quarter of 2025.

The same results release showed a 13.00 percent Common Equity Tier 1 ratio at June 30, 2026, and a 56.70 percent cost-income ratio. These figures give the Cetelem report a financial context: portfolio reshaping is taking place alongside double-digit revenue growth and stronger quarterly profit.

Results date and analyst consensus

The company's results calendar sets the release of third-quarter 2026 results for October 28, 2026, according to BNP Paribas. That date is the next scheduled reporting event for the stock.

EasyBourse reported on October 3, 2026, that 13 of 22 tracked analysts rated the shares Buy, while the consensus price target stood at EUR 119.50. The target is 31.68 percent above the Lang & Schwarz price, but it is a consensus measure rather than a forecast from this article.

Stock sits 20.27 percent below its high

BNP Paribas stock was trading at EUR 90.75 at Lang & Schwarz on October 5, 2026 at 10:34 a.m. CEST, down 1.83 percent versus the prior close of EUR 92.44. Its 52-week range was EUR 65.12 to EUR 113.82, and its market capitalization was EUR 99.8 billion as of October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of BNP Paribas stock.