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Banco Bilbao Vizcaya Argentaria (BME:BBVA) has set out a 2025 to 2029 plan that focuses on growth in Mexico and its enterprise business.
The bank is reported to be considering a sale of its Garanti unit in Romania as part of efforts to streamline its international portfolio.
These moves come alongside governance initiatives and rising interest from institutional investors.
BME:BBVA is entering this new plan with its shares at about €18.01 and a strong multi year share price record, including a 43.1% gain over the past year and a very large 3 year return. The longer term 5 year move of 387.7% highlights how much the stock has already changed for investors who have held through that period.
For you, the key question is how this refocused plan, including a potential exit from Romania, might reshape BBVA’s risk profile and earnings mix over time. The article ahead looks at what the new priorities could mean for growth, capital allocation and how the market may assess BME:BBVA as the plan unfolds.
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BME:BBVA Earnings & Revenue Growth as at Mar 2026
✅ Price vs Analyst Target: At €18.01, the price sits about 14.8% below the €21.13 analyst target, with a target range from €11.70 to €24.90.
✅ Simply Wall St Valuation: BBVA is flagged as undervalued, trading about 45.7% below the platform’s estimated fair value.
❌ Recent Momentum: The 30 day return of about 10.8% decline shows recent weakness despite the longer term share price record.
There is only one way to know the right time to buy, sell or hold Banco Bilbao Vizcaya Argentaria. Head to Simply Wall St’s company report for the latest analysis of Banco Bilbao Vizcaya Argentaria’s Fair Value.
📊 The 2025 to 2029 plan and potential Garanti Romania sale could shift BBVA further toward Mexico and enterprise banking, changing where earnings are generated.
📊 Keep an eye on the P/E of about 10.0 versus the 11.3 industry average, the valuation flag of 45.7% discount, and how any asset sale affects capital levels and dividends.
⚠️ Reported bad loans of 2.9% with an 86% allowance and an unstable dividend record are important to watch as BBVA reshapes its portfolio.
For the full picture, including more risks and rewards, check out the complete Banco Bilbao Vizcaya Argentaria analysis. Alternatively, you can visit the community page for Banco Bilbao Vizcaya Argentaria to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BBVA.MC.
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