AlphaCore Capital LLC Buys 116,842 Shares of Banco Santander, S.A. $SAN

AlphaCore Capital LLC boosted its stake in Banco Santander, S.A. (NYSE:SAN) by 742.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 132,575 shares of the bank’s stock after purchasing an additional 116,842 shares during the period. AlphaCore Capital LLC’s holdings in Banco Santander were worth $1,389,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

Several equities analysts have recently issued reports on SAN shares. Zacks Research downgraded shares of Banco Santander from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Barclays lowered Banco Santander from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b+)” rating on shares of Banco Santander in a research report on Wednesday, January 21st. Wall Street Zen upgraded Banco Santander from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Finally, UBS Group reiterated a “buy” rating on shares of Banco Santander in a report on Monday, February 16th. Five research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold”.

Banco Santander News Summary

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

• Positive Sentiment: Management set an ambitious target to exceed €20 billion in attributable profit by 2028, raised profitability targets and flagged synergies from U.S./U.K. deals — a clear signal of expected earnings and return improvement. Santander targets over 20 billion euros profit by 2028, raises rote target
• Positive Sentiment: Santander highlighted digital/AI plans expected to generate ~€1bn of business value and to help add millions of customers — this supports revenue mix improvement and cost efficiency. Santander Looks to AI for Digital Transformation
• Positive Sentiment: Analyst sentiment has turned more constructive (e.g., an upgrade from RBC and related coverage), which likely supported recent upside and the stock hitting a new 52‑week high. Banco Santander Stock Rating Upgraded by Royal Bank Of Canada
• Neutral Sentiment: Company released a formal Investor Day presentation outlining the 2026–2028 plan and operational priorities (efficiency, customer growth, M&A integration) — important for medium-term guidance but not an immediate earnings release. 2026 Santander Investor Day
• Negative Sentiment: News reports say Santander is among lenders exposed to failed UK-based MFS, creating potential credit or reputational risk that can spook markets. Barclays, Santander, Wells Fargo in Street lenders exposed to failed UK-based MFS – report
• Negative Sentiment: Short interest spiked dramatically in February (reported ~41.98M shares, a ~1,043% rise from January), which can intensify intraday selling and volatility even though shorts still represent a small share of outstanding stock. (Data summary provided to market.)
• Neutral Sentiment: Management noted tweaks to dividend policy alongside targets — investors will watch capital return details and regulatory / execution risk; this is outcome-dependent. Santander Targets €20 Billion in Profit by 2028 in Efficiency Push

Banco Santander Stock Down 2.0%

Shares of NYSE SAN opened at $12.94 on Friday. The firm has a market cap of $192.62 billion, a PE ratio of 12.81, a P/E/G ratio of 0.80 and a beta of 0.72. The company’s fifty day simple moving average is $12.26 and its 200 day simple moving average is $10.92. Banco Santander, S.A. has a 12-month low of $5.54 and a 12-month high of $13.24.

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

Banco Santander 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.