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    Deutsche Bank lifts Spanish banks on resilient NII outlook

    Picture of Banco Bilbao Vizcaya Argentaria SA logoBanco Bilbao Vizcaya Argentaria SA
    23/02/2026 08:00
    ** Deutsche Bank upgrades Spanish banks Bankinter BKT.MC and Banco Sabadell SABE.MC to "buy" from "hold" and CaixaBank CABK.MC to "hold" from "sell", citing a resilient net interest income (NII) outlook

** The broker notes NII strength in 2025, driven by proactive liquidity management and a faster-than-expected loan growth recovery

** It sees NII to regain an upward trend in 2026 and points to broadly stable net interest margins and strong business activity, leading to RoTEs at or above 20% for most Spanish banks from 2027 onwards

** "This robust outlook, supported by strong asset quality and healthy capital generation, suggests a positive trajectory for Spanish banks with limited risks amid a benign macro environment," it adds


    COMPANYRATINGOLD RATINGPTOLD PT
    Banco SabadellBuyHoldEUR 3.80EUR 3.40
    BankinterBuyHoldEUR 15.80EUR 13.50
    CaixaBankHoldSellEUR 11.05EUR 9.15
    Banco SantanderBuyBuyEUR 11.50EUR 9.80
    BBVABuyBuyEUR 21.25EUR 19.75
    Banco UnicajaHoldHoldEUR 2.75EUR 2.55
    

(Reporting by Marta Serafinko in Gdansk)

((gdansk.newsroom@thomsonreuters.com; +48 58 769 66 00;))

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