Banco Santander (NYSE:SAN) Upgraded at Royal Bank Of Canada

Royal Bank Of Canada upgraded shares of Banco Santander (NYSE:SAN) from a sector perform rating to an outperform rating in a report published on Monday, MarketBeat reports.

Other analysts have also issued research reports about the company. Kepler Capital Markets raised Banco Santander from a “hold” rating to a “buy” rating in a report on Tuesday, January 13th. UBS Group reiterated a “buy” rating on shares of Banco Santander in a report on Monday, February 16th. DZ Bank cut shares of Banco Santander from a “strong-buy” rating to a “hold” rating in a research note on Thursday, December 18th. Weiss Ratings reissued a “buy (b+)” rating on shares of Banco Santander in a report on Wednesday, January 21st. Finally, Barclays cut shares of Banco Santander from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Five investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold”.

Banco Santander Stock Up 5.6%

NYSE:SAN opened at $13.22 on Monday. The firm’s fifty day simple moving average is $12.24 and its 200 day simple moving average is $10.90. The stock has a market cap of $196.71 billion, a P/E ratio of 13.08, a price-to-earnings-growth ratio of 0.76 and a beta of 0.72. Banco Santander has a twelve month low of $5.54 and a twelve month high of $13.24.

Banco Santander (NYSE:SAN) last posted its quarterly earnings data on Tuesday, February 3rd. The bank reported $0.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.24 by $0.04. Banco Santander had a return on equity of 12.14% and a net margin of 18.85%.The business had revenue of $18.90 billion during the quarter, compared to the consensus estimate of $15.89 billion. On average, analysts expect that Banco Santander will post 0.83 EPS for the current fiscal year.

Institutional Investors Weigh In On Banco Santander

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Dynasty Wealth Management LLC purchased a new stake in Banco Santander during the 3rd quarter valued at approximately $1,743,000. Pekin Hardy Strauss Inc. increased its stake in Banco Santander by 104.3% in the 2nd quarter. Pekin Hardy Strauss Inc. now owns 241,250 shares of the bank’s stock worth $2,002,000 after acquiring an additional 123,150 shares during the last quarter. TD Waterhouse Canada Inc. raised its holdings in shares of Banco Santander by 52.4% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 500,590 shares of the bank’s stock worth $5,211,000 after acquiring an additional 172,042 shares in the last quarter. Choreo LLC boosted its position in shares of Banco Santander by 20.4% during the 2nd quarter. Choreo LLC now owns 120,933 shares of the bank’s stock valued at $1,004,000 after acquiring an additional 20,530 shares during the last quarter. Finally, Creative Planning grew its holdings in shares of Banco Santander by 4.5% in the second quarter. Creative Planning now owns 1,728,439 shares of the bank’s stock valued at $14,346,000 after purchasing an additional 75,186 shares in the last quarter. Institutional investors own 9.19% of the company’s stock.

Key Headlines Impacting Banco Santander

Here are the key news stories impacting Banco Santander this week:

• Positive Sentiment: Santander set a target of more than €20 billion in attributable profit by 2028, raised its profitability (ROTE) target and said recent U.S./U.K. deals will drive synergies that improve margins and shareholder returns. Santander targets over 20 billion euros in profit by 2028, tweaks dividend policy
• Positive Sentiment: Management expects AI and digital investments to generate roughly €1 billion in business value and to help add millions of customers — a strategic push that underpins the margin and revenue uplift forecasts. Santander expects to generate €1 billion in business value from investments in AI
• Positive Sentiment: Analysts have reacted: Royal Bank of Canada upgraded Santander’s stock, and the shares hit a new 52-week high after the upgrade, supporting buying momentum. Banco Santander (NYSE:SAN) Stock Rating Upgraded by Royal Bank Of Canada
• Positive Sentiment: CEO Ana Botín is promoting a digital-led efficiency program that management expects will unlock cost savings and help justify the higher profit targets. Botin to set out cost savings from Santander digital drive after deal spree
• Neutral Sentiment: Santander’s investor-day presentation laid out the 2026–2028 plan in detail (targets, KPIs and integration roadmap); it formalizes management guidance but execution will determine market reaction. 2026 Santander Investor Day
• Negative Sentiment: Short interest spiked ~1,043% in February to ~41.98M shares (about 0.3% of float), which could create short-covering-driven volatility despite a modest days-to-cover (~1.6 days). (Data reported 2/13/26.)

Banco Santander Company Profile

Banco Santander, SA (NYSE: SAN) is a Spanish multinational banking group headquartered in Santander, Spain. Founded in 1857, the bank has grown from a regional institution into one of Europe’s largest banking groups, operating a diversified financial services platform that serves retail, small and medium-sized enterprises, and large corporate clients. Santander is publicly listed in Spain and maintains American Depositary Receipts on the New York Stock Exchange under the ticker SAN.

The group’s core activities include retail and commercial banking—offering deposit accounts, payment services, mortgages, personal and auto loans, and small business financing—alongside corporate and investment banking services for larger institutional clients.