Banco Santander, S.A. $SAN Stock Position Decreased by New York State Common Retirement Fund

New York State Common Retirement Fund cut its stake in shares of Banco Santander, S.A. (NYSE:SAN) by 21.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 324,452 shares of the bank’s stock after selling 90,145 shares during the period. New York State Common Retirement Fund’s holdings in Banco Santander were worth $3,400,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. B. Riley Wealth Advisors Inc. raised its holdings in Banco Santander by 5.5% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 19,756 shares of the bank’s stock worth $207,000 after buying an additional 1,036 shares during the period. Fiduciary Financial Group LLC raised its holdings in shares of Banco Santander by 6.7% during the third quarter. Fiduciary Financial Group LLC now owns 16,554 shares of the bank’s stock valued at $173,000 after acquiring an additional 1,038 shares during the period. Leavell Investment Management Inc. lifted its position in shares of Banco Santander by 6.0% in the 3rd quarter. Leavell Investment Management Inc. now owns 19,617 shares of the bank’s stock valued at $206,000 after acquiring an additional 1,108 shares in the last quarter. Earned Wealth Advisors LLC boosted its stake in Banco Santander by 5.1% in the 3rd quarter. Earned Wealth Advisors LLC now owns 27,887 shares of the bank’s stock worth $292,000 after purchasing an additional 1,359 shares during the period. Finally, Farmers & Merchants Investments Inc. grew its position in Banco Santander by 75.0% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 3,500 shares of the bank’s stock worth $37,000 after purchasing an additional 1,500 shares in the last quarter. Institutional investors and hedge funds own 9.19% of the company’s stock.

Wall Street Analyst Weigh In

SAN has been the subject of a number of research analyst reports. Wall Street Zen upgraded Banco Santander from a “hold” rating to a “buy” rating in a report on Saturday. UBS Group lowered Banco Santander from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. DZ Bank downgraded Banco Santander from a “strong-buy” rating to a “hold” rating in a report on Thursday, December 18th. Weiss Ratings restated a “buy (b+)” rating on shares of Banco Santander in a report on Wednesday, January 21st. Finally, Zacks Research lowered shares of Banco Santander from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold”.

Banco Santander News Roundup

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

• Positive Sentiment: Company reported record 2025 results and announced a large share buyback (≈€5.0B), boosting capital return expectations and supporting the stock. Banco Santander Delivers Record 2025 Results and Launches €5 Billion Buyback
• Positive Sentiment: Board approved a €5.03B buyback tied to the Poland sale and 2025 profits — direct shareholder capital return that typically supports the share price. Banco Santander Launches €5.03 Billion Share Buyback Tied to Poland Sale and 2025 Profits
• Positive Sentiment: Santander agreed to buy Webster Financial for about $12.3B, accelerating U.S. retail expansion and potential NII (net interest income) growth — seen as strategic M&A that can lift long-term earnings. Santander to buy Webster for $12.3B
• Positive Sentiment: Quarterly earnings beat expectations and trading volume spiked, signaling investor enthusiasm for the results and buyback/transaction news. Banco Santander (NYSE:SAN) Sees Strong Trading Volume on Better-Than-Expected Earnings
• Positive Sentiment: Settlement of Brazilian tax disputes with peers reduces contingent litigation risk and potential future charges. Itau, Santander, Citi strike deals to end Brazilian tax disputes
• Neutral Sentiment: Company launched an ESOP ADR shelf and flagged UK cost-cutting measures — structural moves that could improve shareholder returns but carry implementation uncertainty. What Banco Santander (BME:SAN)’s ESOP ADR Shelf and UK Cost Cuts Mean For Shareholders
• Neutral Sentiment: Management scheduled an analyst audioconference and published a 2025 results framework with detail on the Webster deal — useful for due diligence but contains forward-looking assumptions. Banco Santander Schedules Analyst Audioconference Accessible Online
• Negative Sentiment: Santander clarified use of non‑IFRS metrics and flagged wide-ranging risks to its outlook, and separately highlighted risks around the Webster acquisition — these disclosures may limit near-term multiple expansion as investors price in integration and accounting risks. Santander Clarifies Use of Non-IFRS Metrics and Flags Wide-Ranging Risks to Outlook

Banco Santander Stock Performance

Shares of NYSE SAN opened at $12.71 on Friday. The business has a 50 day simple moving average of $11.91 and a 200 day simple moving average of $10.57. Banco Santander, S.A. has a 52 week low of $5.54 and a 52 week high of $13.11. The stock has a market cap of $189.19 billion, a price-to-earnings ratio of 12.58, a PEG ratio of 0.75 and a beta of 0.72.

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

About Banco Santander

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.