BBVA Banco Bilbao Viscaya Argentaria SA ADR

BBVA's stock has entered a choppy, slightly negative short-term pattern after a multi-month rally, prompting investor questions about whether this is a healthy pause or a sign of weakness in the European banking trade. While short-term fatigue is evident with recent dips, the longer-term 90-day trend remains positive due to higher eurozone rates, robust credit quality, and strong performance in growing markets like Mexico and Turkey. Analysts generally maintain a "Buy" or "Overweight" stance, recognizing the bank's diversified footprint and capital generation but also noting that much of the good news may already be reflected in the share price.

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) has announced a partial execution of its share capital reduction, decreasing its share capital by 26,615,214.85 euros through the cancellation of 54,316,765 own shares. This action, approved at the Ordinary General Shareholders' Meeting on March 21, 2025, sets BBVA's new share capital at 2,797,394,663 euros. The company will also request the delisting of the redeemed shares from stock exchanges.

Banco Bilbao Vizcaya Argentaria SA (NYSE: BBVA) has seen its short interest fall by 50.0% since its last report, indicating a shift towards a more bullish sentiment among investors. With only 766 thousand shares sold short, representing 0.01% of available shares, it would take traders just 1.0 day to cover their positions. The company's short interest is also significantly lower than its peer group average of 0.88%.

Osaic Holdings Inc. significantly increased its stake in Banco Bilbao Vizcaya Argentaria (BBVA) during the second quarter of 2025, purchasing an additional 443,092 shares to bring its total holdings to 515,444 shares valued at $7.92 million. Despite recent shifts in brokerage coverage, BBVA maintains a consensus "Moderate Buy" rating. The bank also reported strong Q2 earnings, surpassing analyst estimates for both EPS and revenue, and declared a dividend of $0.3736 per share.

BBVA has secured approval from the European Central Bank to initiate a share buyback and cancellation program totaling up to €3.96 billion. This program, fully deducted from its CET1 capital, aims to reduce share capital through a multi-tranche scheme, with the first tranche of up to €1.5 billion beginning on December 22, 2025. This move highlights BBVA’s strong capital position and commitment to shareholder returns, potentially boosting earnings per share.

Wall Street Zen has upgraded Banco Bilbao Vizcaya Argentaria (BBVA) from "hold" to "buy," leading to a "Moderate Buy" consensus rating for the stock on MarketBeat. The bank recently surpassed quarterly earnings expectations and is trading near its 52-week high, with analysts projecting an EPS of approximately $1.59 for the current year. Institutional investors have also been actively modifying their positions in BBVA shares.