BBVA

Investors need to pay close attention to BBVA stock based on the movements in the options market lately.

Banco Bilbao Vizcaya Argentaria, S.A. delivered robust Q2 2026 results, driven by strong loan and revenue growth across key markets. BBVA's net interest income rose 23% YoY, with notable contributions from Spain and Mexico, but rising operating expenses limited operating leverage. Profitability remains high with a 21% ROE and €3 billion Q2 net profit, yet the current 2.45x P/BV valuation appears stretched relative to peers.

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Q2 2026 Earnings Call Transcript

Banco Bilbao Viscaya Argentaria NYSE: BBVA reported record second-quarter earnings, supported by loan growth, higher core revenues and improved capital generation, while announcing a new €2 billion extraordinary share repurchase program.

The Spanish bank said that it now expects a return on tangible equity of around 21% this year, up from more than 20% previously.

Spain's BBVA on ​Thursday said its ‌second-quarter net profit rose 11.4% ​compared to ​the same period in ⁠2025 thanks ​to a ​solid performance in Mexico.

Spain's Banco Bilbao Vizcaya Argentaria said on ​Wednesday it had reshuffled its leadership ‌team and streamlined its organisation as it seeks to drive transformation amid the growing impact of ​artificial intelligence on its business and ​customer experience.

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Discusses Global Macro Environment and Economic Outlook for Core Markets Transcript

Banco Bilbao Viscaya Argentaria NYSE: BBVA economists said the bank's core markets are navigating a global backdrop shaped by geopolitical uncertainty, artificial intelligence investment and shifting trade patterns, with Spain showing resilient growth, Mexico facing weak investment but strong exports, and Turkey continuing a gradual disinflation program.

ROST, SUZ, BBVA, GL and AME offer high ROE and cash-rich profiles as investors navigate renewed Middle East tensions.