CaixaBank stock gains 2.29 percent on September 25, 2026

Published on 09/25/2026 at 14:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UBS lifted its CaixaBank target to EUR 14.90 from EUR 12.40 on September 23, 2026. First-half EPS reached EUR 0.44 as credit expanded 8.2 percent.

Moderne Bankfiliale mit Glasschaltern und Selbstbedienungsterminals in warmem Licht — Fotorealistisches Bankfiliale-Motiv zeigt CaixaBank S.A. (ISIN ES0140609019) als moderne spanische Großbank mit Filialbetrieb, Illustration mit AI erstellt.

CaixaBank stock (ISIN ES0140609019) traded at EUR 13.19 on BME on September 25, 2026, up 2.29 percent from the previous close. The move followed a fresh analyst upgrade, while the share remained 2.66 percent below its 52-week high of EUR 13.55.

UBS raises its valuation target

According to Investing.com on September 23, 2026, UBS upgraded CaixaBank to Buy from Neutral and raised its price target to EUR 14.90 from EUR 12.40. The EUR 2.50 increase reflects higher earnings estimates, a valuation update through year-end 2028 and a lower cost-of-equity assumption of 9 percent.

The same UBS assessment puts CaixaBank's estimated 2027-28 earnings-per-share growth at 12 percent annually. UBS expects net interest income to rise 9 percent, compared with 5 percent to 7 percent for Spanish domestic peers, supported by loan growth, customer deposits and the renewal of EUR 25 billion to EUR 30 billion of low-yielding bonds.

First-half credit growth supports earnings

OCU Inversiones reported on September 23, 2026, that CaixaBank's first-half earnings per share reached EUR 0.44. Net interest income grew 2 percent during the period, while credit expanded 8.2 percent, giving the bank a quantified operating counterweight to the pressure from lower average loan rates.

That balance explains the split in the current story. UBS sees faster medium-term earnings growth and a defensive deposit base, while the first-half figures show that loan expansion is already helping offset margin pressure. For investors, the key comparison is between the 9 percent net-interest-income growth expected by UBS and the 2 percent increase reported for the first half.

Stock stays below yearly high

CaixaBank traded at EUR 13.19 on BME at 2:13 p.m. CEST on September 25, 2026. Volume stood at 1,729,183 shares, compared with an average volume of 6,485,370, while market capitalization was EUR 91,785,316,030.