BBVA: The Risk-Reward Proposition Is Not Good For Long-Term Investors

2025-12-03 13:01:44 ET

While I was bearish on Banco Bilbao Vizcaya Argentaria, S.A. ( BBVA ) about one year ago due to its sensitivity to rates, this has not played out as I was expecting, as the bank’s share price has more than doubled since then. The market has rewarded European banks for their somewhat aggressive capital return plans in recent quarters, and BBVA was no exception. Additionally, its failed attempt to buy its smaller Spanish competitor Banco Sabadell ( BNDSY ) was also well received by investors because it’s more likely that BBVA will return more capital to shareholders rather than seeking external growth in the near future. ...

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