SAN

Banco Santander, S.A.

OTC · Commercial Banks, NEC · Inc. U3 · CIK 0000891478

$12.15 -2.57% $178.8B

Vol

Market Cap$178.8B

Cap SizeLarge Cap

Inst. Holders6 funds

Inst. Value$1.2B

Inst. Activity2 buys / 1 sells

Reddit Sentiment58° Warm

SEC Reports1

Congressional1 trades

Exchange OTC·Sector Commercial Banks, NEC·Inc. U3·CIK 0000891478·Prev Close $12.47

Recent Activity

Mar 26, 2026 SEC

Banco Santander reported share repurchases totaling 28,038,361 shares for €2.4 billion between March 19 and March 25, 20

6-K — Impact 4/10

Inst.

MORGAN STANLEY — ADD

54,389,986 shares ($570.0M)

Inst.

WELLS FARGO & COMPANY/MN — ADD

3,777,747 shares ($39.6M)

Jun 5, 2026 short_volume

Short Volume: SAN — 68.8% short (1.7M / 2.5M)

Short: 1,690,586 | Exempt: 2,021 | TRF Vol: 2,456,563 | Short Ratio: 68.8% | Off-exchange volume (da

Feb 3, 2026 Congress

Gilbert Cisneros buy

$1,001 - $15,000 — House

Price Targets

Historical data — last covering-analyst action Mar 2024. No current recommendation available.

$12.16 (Mar 2024)

Current $12.15 Low $9.30 Median $12.87 High $14.30 3 analysts

$9.30 $14.30

Analyst Ratings

Historical distribution76% buy · 29 analysts · last covering-analyst action Mar 2024

5Strong Buy

17Buy

6Hold

1Sell

0Strong Sell

Historical Analyst Actions

Date	Firm	Action	Rating
Mar 25, 2024	Barclays	UPGRADE	Equal-Weight → Overweight
Apr 1, 2022	Credit Suisse	UPGRADE	Neutral → Outperform
Mar 21, 2022	Jefferies	UPGRADE	Hold → Buy
Dec 8, 2021	Credit Suisse	DOWNGRADE	Outperform → Neutral
Sep 20, 2021	Exane BNP Paribas	DOWNGRADE	Outperform → Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.30	$0.30 — $0.30	20% YoY	1
Next Q	$0.31	$0.31 — $0.31	21% YoY	1
Current FY	$1.13 ▲ +3.8%	$0.93 — $1.23	6% YoY	3
Next FY	$1.31 ▲ +4.9%	$1.02 — $1.46	16% YoY	3

Latest Reports

NEUTRAL 6-K 4/10

Banco Santander reported share repurchases totaling 28,038,361 shares for €2.4 billion between March 19 and March 25, 20

Mar 26, 2026

Top Institutional Holders

Fund	Value	Move
MORGAN STANLEY	$658.2M	ADD
FMR LLC	$432.4M	—
BANK OF AMERICA CORP	$61.2M	ADD
WELLS FARGO & COMPANY/MN	$45.3M	ADD
CHARLES SCHWAB INVESTMENT MANAGEMENT	$26.4M	NEW

Reddit Sentiment

58°▲

Warm

Bearish Neutral Bullish

8 mentions 4 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 0 sells

Member	Party	Type	Amount
Gilbert Cisneros	D	BUY	$1,001 - $15,000

6 institutional holders with $1.2B total value (104,310,476 shares) as of 2025-Q4. Top holders: MORGAN, FMR, BANK.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	MORGAN STANLEY	56,109,418	$658.2M	53.8%	ADD +80.3%
2	FMR LLC	36,862,371	$432.4M	35.3%	—
3	BANK OF AMERICA CORP /DE/	5,214,366	$61.2M	5.0%	ADD +68.5%
4	WELLS FARGO & COMPANY/MN	3,861,224	$45.3M	3.7%	ADD +53.0%
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,246,410	$26.4M	2.2%	NEW
6	VANGUARD GROUP INC	16,687	$195.7K	0.0%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MORGAN STANLEY	ADD	30,174,478	54,389,986	+80.3%	$570.0M	2025-Q3
WELLS FARGO & COMPANY/MN	ADD	2,468,380	3,777,747	+53.0%	$39.6M	2025-Q3
UBS Group AG	TRIM	874,687	429,411	-50.9%	$4.5M	2025-Q3
BANK OF AMERICA CORP /DE/	ADD	2,835,507	4,778,086	+68.5%	$39.7M	2025-Q2
WELLS FARGO & COMPANY/MN	DOUBLED	542,149	2,468,380	+355.3%	$20.5M	2025-Q2
UBS Group AG	ADD	537,184	868,724	+61.7%	$5.8M	2025-Q1
CITADEL ADVISORS LLC	DOUBLED	162,235	549,499	+238.7%	$3.7M	2025-Q1
WELLS FARGO & COMPANY/MN	ADD	380,025	542,149	+42.7%	$3.6M	2025-Q1
CITADEL ADVISORS LLC	TRIM	563,416	162,235	-71.2%	$739.8K	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	1,024,556	—	$5.2M	2024-Q3

∅

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.

NEUTRAL 6-K 4/10

Banco Santander reported share repurchases totaling 28,038,361 shares for €2.4 billion between March

Mar 26, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Mar 2024): 76% buy across 29 analysts — 5 strong buy, 17 buy, 6 hold, 1 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Mar 2024. No current recommendation available.

$12.16 mean target (Mar 2024)

$9.30 Low $14.30 High

Metric	Value
Current Price	$12.15
Target Low	$9.30
Target Mean	$12.16
Target Median	$12.87
Target High	$14.30
# Analysts	3
Recommendation	— (no recent coverage)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.30	$0.30	$0.30	19.8%	+0.0%	0↑ 1↓	$15.9B	2.9%	1
Next Q 2026-09-30	$0.31	$0.31	$0.31	21.1%	+0.0%	0↑ 1↓	$16.4B	7.7%	1
Current FY 2026-12-31	$1.13	$0.93	$1.23	6.2%	+3.8%	0↑ 1↓	$63.0B	1.0%	3
Next FY 2027-12-31	$1.31	$1.02	$1.46	15.9%	+4.9%	1↑ 1↓	$67.9B	7.7%	3

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.304
7d ago	$0.304
30d ago	$0.304
60d ago	$0.309	-0.005
90d ago	$0.309	-0.005

19 analyst firms have rated this stock: 24 upgrades, 15 downgrades, 2 initiations.

Historical Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Mar 25, 2024	Barclays	UPGRADE	Equal-Weight	Overweight
Apr 1, 2022	Credit Suisse	UPGRADE	Neutral	Outperform
Mar 21, 2022	Jefferies	UPGRADE	Hold	Buy
Dec 8, 2021	Credit Suisse	DOWNGRADE	Outperform	Neutral
Sep 20, 2021	Exane BNP Paribas	DOWNGRADE	Outperform	Neutral
Sep 9, 2021	Jefferies	UPGRADE	Underperform	Hold
Apr 6, 2021	Credit Suisse	UPGRADE	Neutral	Outperform
Jan 20, 2021	HSBC	UPGRADE	Hold	Buy
Jul 21, 2020	B of A Securities	DOWNGRADE	Neutral	Underperform
Jun 14, 2018	HSBC	UPGRADE	Hold	Buy
Mar 23, 2018	Keefe, Bruyette & Woods	UPGRADE	Market Perform	Outperform
Nov 24, 2017	Goldman Sachs	UPGRADE	Neutral	Buy
Aug 15, 2017	Goldman Sachs	DOWNGRADE	Buy	Neutral
Feb 1, 2017	UBS	UPGRADE	Neutral	Buy
Oct 19, 2016	RBC Capital	UPGRADE	Underperform	Sector Perform
Oct 11, 2016	Natixis	UPGRADE	Reduce	Buy
Sep 6, 2016	Barclays	UPGRADE	Equal-Weight	Overweight
Aug 31, 2016	Deutsche Bank	UPGRADE	Hold	Buy
Apr 25, 2016	JP Morgan	UPGRADE	Neutral	Overweight
Mar 8, 2016	Goldman Sachs	UPGRADE	Neutral	Buy
Mar 1, 2016	HSBC	DOWNGRADE	Buy	Hold
Jan 11, 2016	Exane BNP Paribas	UPGRADE	Underperform	Outperform
Jan 5, 2016	RBC Capital	DOWNGRADE	Sector Perform	Underperform
Oct 1, 2015	JP Morgan	DOWNGRADE	Overweight	Neutral
Aug 28, 2015	Deutsche Bank	UPGRADE	Hold	Buy
Jun 18, 2015	JP Morgan	UPGRADE	Neutral	Overweight
Sep 2, 2014	Bernstein	INITIATE	—	Market Perform
Dec 9, 2013	Goldman Sachs	DOWNGRADE	Neutral	Sell
Nov 13, 2013	Morgan Stanley	DOWNGRADE	Overweight	Equal-Weight
Oct 24, 2013	Deutsche Bank	DOWNGRADE	Hold	Sell
Oct 4, 2013	Nomura	UPGRADE	Reduce	Neutral
Sep 18, 2013	HSBC	UPGRADE	Underweight	Neutral
Sep 11, 2013	JP Morgan	UPGRADE	Underweight	Neutral
Aug 19, 2013	Bankhaus Lampe	DOWNGRADE	Hold	Sell
Jul 1, 2013	Citigroup	DOWNGRADE	Neutral	Sell
Jun 26, 2013	Citigroup	UPGRADE	Sell	Neutral
Jun 13, 2013	JP Morgan	DOWNGRADE	Neutral	Underweight
Jun 5, 2013	Bankhaus Lampe	DOWNGRADE	Buy	Hold
May 15, 2013	HSBC	DOWNGRADE	Neutral	Underperform
Oct 29, 2012	B of A Securities	INITIATE	—	Neutral
Mar 21, 2012	Ahorro Corporacion	UPGRADE	Hold	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	5	17	6	1	0	76%
May 1, 2026	5	17	6	1	0	76%
Apr 1, 2026	5	17	6	1	0	76%
Mar 1, 2026	5	16	7	1	0	72%
Feb 1, 2026	6	17	5	0	1	79%
Jan 1, 2026	5	17	7	0	0	76%

Strong BuyBuyHoldSellStrong Sell

1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Feb 3, 2026	Gilbert Cisneros	D	HOUSE	BUY	$1,001 - $15,000	Banco Santander SA	Feb 16, 2026 (14d)

58°

Warm

Bearish Neutral Bullish

8 mentions 4 bullish 2 bearish 8 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
May 26, 2026	1	60° Warm	1	0	1
May 5, 2026	1	60° Warm	1	0	1
May 5, 2026	1	60° Warm	1	0	1
Apr 27, 2026	1	40° Cool	0	1	1
Apr 27, 2026	1	40° Cool	0	1	1
Mar 14, 2026	1	50° Neutral	0	0	1
Mar 14, 2026	1	50° Neutral	0	0	1
Feb 16, 2026	1	60° Warm	1	0	1

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago

POET -30% premarket after Marvell cancels Celestial AI purchase orders over alleged confidentiality breach

▲ 2 💬 1 ⚡ 0.5

r/stocks Neutral 2mo ago

Meta planning sweeping layoffs as AI costs mount

▲ 2 💬 0 ⚡ 0.5

r/pennystocks Bullish 11d 9h ago

VBIO Valion Bio highlighted interest in a field-deployable oral formulation as it advances Entolimod toward a Biologics License Application under the FDA’s Animal Rule, with about $35.6 million in prior U.S. government funding for the program.

▲ 1 💬 1 ⚡ 0.5

r/pennystocks Bullish 1mo ago

MNTS CEO letter to share holders. As of today 0 debt

▲ 1 💬 1 ⚡ 0.5

r/stockmarket Bullish 3mo ago

RMBS has new Board of Directors and new target increased to $125.I bought,then I bought again,then I bought one more time.

▲ 0 💬 0

Jun 5, 2026

short_volume

Short Volume: SAN — 68.8% short (1.7M / 2.5M)

Short: 1,690,586 | Exempt: 2,021 | TRF Vol: 2,456,563 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)

Jun 4, 2026

short_volume

Short Volume: SAN — 61.9% short (1.2M / 2.0M)

Short: 1,225,681 | Exempt: 347 | TRF Vol: 1,978,562 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)

Jun 3, 2026

short_volume

Short Volume: SAN — 57.4% short (1.6M / 2.9M)

Short: 1,644,975 | Exempt: 2,498 | TRF Vol: 2,868,184 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)

Jun 1, 2026

short_volume

Short Volume: SAN — 76.4% short (2.3M / 3.0M)

Short: 2,290,146 | Exempt: 1,266 | TRF Vol: 2,995,884 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)

May 29, 2026

short_volume

Short Volume: SAN — 67.2% short (2.6M / 3.8M)

Short: 2,557,121 | Exempt: 232 | TRF Vol: 3,803,060 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)

May 28, 2026

short_volume

Short Volume: SAN — 64.8% short (1.1M / 1.8M)

Short: 1,135,385 | Exempt: 2,732 | TRF Vol: 1,752,900 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)

May 27, 2026

short_volume

Short Volume: SAN — 63.5% short (1.5M / 2.4M)

Short: 1,539,756 | Exempt: 1,924 | TRF Vol: 2,425,241 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)

May 26, 2026

short_volume

Short Volume: SAN — 73.3% short (3.3M / 4.5M)

Short: 3,310,736 | Exempt: 294 | TRF Vol: 4,515,823 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)

May 22, 2026

short_volume

Short Volume: SAN — 85.2% short (4.6M / 5.5M)

Short: 4,644,283 | Exempt: 666 | TRF Vol: 5,452,320 | Short Ratio: 85.2% | Off-exchange volume (dark pool + OTC)

May 21, 2026

short_volume

Short Volume: SAN — 79.0% short (6.6M / 8.4M)

Short: 6,600,346 | Exempt: 91 | TRF Vol: 8,353,967 | Short Ratio: 79.0% | Off-exchange volume (dark pool + OTC)

May 20, 2026

short_volume

Short Volume: SAN — 62.1% short (1.5M / 2.4M)

Short: 1,481,354 | Exempt: 166 | TRF Vol: 2,386,353 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)

May 19, 2026

short_volume

Short Volume: SAN — 78.0% short (1.8M / 2.3M)

Short: 1,794,508 | Exempt: 191 | TRF Vol: 2,299,902 | Short Ratio: 78.0% | Off-exchange volume (dark pool + OTC)

May 18, 2026

short_volume

Short Volume: SAN — 59.8% short (1.2M / 2.0M)

Short: 1,196,708 | Exempt: 362 | TRF Vol: 2,000,669 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)

May 15, 2026

short_volume

Short Volume: SAN — 64.1% short (0.9M / 1.5M)

Short: 935,874 | Exempt: 501 | TRF Vol: 1,459,396 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)

May 13, 2026

short_volume

Short Volume: SAN — 69.8% short (1.5M / 2.2M)

Short: 1,528,486 | Exempt: 2,898 | TRF Vol: 2,190,961 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)