Analysts

To the best of our knowledge, the following brokerage houses provide equity coverage on CaixaBank on a regular basis.

Institution Analyst
Alantra Francisco Riquel
AlphaValue David Grinsztajn
Autonomous Britta Schmidt
Banco Sabadell Javier Esteban
Bankinter Rafael Alonso
Barclays Cecilia Romero
Bestinver Javier Beldarrain
Bloomberg Lento Tang
BofA Antonio Reale
Carraighill Seamus Murphy
Citigroup Borja Ramírez Segura
Deutsche Bank Alfredo Alonso
Exane BNP Ignacio Ulargui
GVC Gaesco Beka Marisa Mazo
Goldman Sachs Sofie Peterzens
Intesa Sanpaolo Fernando Gil de Santivañes
JB Capital Markets Maksym Mishyn
Jefferies Miruna Chirea
JP Morgan Kian Abouhossein
KBW Hugo Cruz
Kepler Maria Antonia Casado
Mediobanca Andrea Filtri
Morgan Stanley Álvaro Serrano
Kutxabank Investment Ane Roa
Oddo BHF Steven Gould
RBC Pablo de la Torre
Redburn Gonzalo López
Renta 4 Nuria Álvarez
Santander Ignacio Méndez / Juan Pablo López
UBS Ignacio Cerezo

The information below details the institutions that have published a report with a target price and recommendation for CaixaBank in the last 6 months.

Institution Date Recommendation  Target price
Bankinter 12/02/2026 Comprar € 12.70
Jefferies 10/02/2026 Buy € 13.20
AlphaValue 03/02/2026 Sell € 10.50
JP Morgan 03/02/2026 Overweight € 13.00
Oddo BHF 02/02/2026 Outperform € 12.00
RBC 02/02/2026 Neutral € 10.50
Autonomous 02/02/2026 Neutral € 11.91
UBS 02/02/2026 Neutral € 10.85
Alantra 02/02/2026 Comprar € 12.25
Mediobanca 02/02/2026 Underperform € 10.00
Goldman Sachs 30/01/2026 Neutral € 11.20
Morgan Stanley 30/01/2026 Equal-weight € 11.60
Barclays 30/01/2026 Equal-weight € 11.70
KBW 30/01/2026 Market Perform € 11.61
BofA 30/01/2026 Buy € 13.00
BNP Paribas 30/01/2026 Outperform € 13.00
JB Capital Markets 30/01/2026 Buy € 12.70
GVC Gaesco Beka 28/01/2026 Neutral € 10.10
Citigroup 26/01/2026 Buy € 11.55
Bestinver Securities 21/01/2026 Hold € 10.40
Deutsche Bank 14/01/2026 Sell € 9.15
Kepler Cheuvreux 08/01/2026 Reduce € 9.30
Intesa 05/01/2026 Neutral € 10.30
Renta 4 10/12/2025 Mantener € 10.30
Redburn 03/11/2025 Buy € 10.00
Kutxabank 23/10/2025 Hold € 9.77
Banco Sabadell 26/09/2025 Infraponderar € 8.40


Average target price (A.T.P.) and percentage of recommendation (buy, sell or hold) considering reports published within the last 3 months / 6 months.

A.T.P. % Buy % Neutral % Sell
3 months

€ 11.37

38% 46% 16%
6 months € 11.15 37% 44% 19%


Figures as of 12th February 2026

Disclaimer: All opinions, estimates, forecasts, data, and recommendations regarding the performance of CaixaBank made by analysts in the reports listed herein are theirs alone. Neither CaixaBank nor its managers have verified or tested the content of these reports.

The inclusion of these reports on CaixaBank corporate website does not imply the endorsement by the company or its constituent administrators of the content, conclusions or recommendations contained therein. The list of research reports included in this section no way represents a complete or updated collection and its publication and should not be interpreted as a request or recommendation to buy, sell or hold CaixaBank securities.

CaixaBank Group consensus estimates for 4Q25e

 

In €M 4Q25e
Net interest income 2,714
Revenues from services (1) 1,365
Wealth management revenues 536
Protection insurance revenues 304
Banking fees 522
Gross income 4,112
Recurring operating expenses -1,624
Pre-impairment income 2,488
Loan loss Provisions -295
Pre-tax income 2,103
Net profit attributable to the Group 1,413




Pro-memoria
Net fees and commissions 1,031
Insurance Service Result 336


(1) Total revenues from wealth management, protection insurance, and banking fees. This is equivalent to the total of "Net fees and commissions" and "Insurance Service Result", although the totals may differ due to the differences in the number of analyst contributions to each line.


Figures as of 14 January 2026 with previews estimated by analysts.

Averages based on a minimum of 15 analysts' estimates.

 

CaixaBank Group consensus estimates for 2025-27e

 

In €M 2025e 2026e 2027e
Net interest income 10,673
11,244 12,007
Revenues from services (1) 5,248
5,510 5,769
Wealth management revenues 2,015 2,171 2,312
Protection insurance revenues 1,178 1,236 1,298
Banking fees 2,052 2,099 2,152
Gross income 16,233
17,058 18,093
Recurring operating expenses -6,422 -6,678 -6,917
Pre-impairment income 9,812
10,380 11,181
Loan loss Provisions -917 -1,020 -1,120
Pre-tax income 8,582
9,057 9,764
Net profit attributable to the Group 5,809
6,156 6,621




Pro-memoria
Net fees and commissions 3,954 4,131 4,314
Insurance Service Result 1,297 1,381 1,461


(1) Total revenues from wealth management, protection insurance, and banking fees. This is equivalent to the total of "Net fees and commissions" and "Insurance Service Result", although the totals may differ due to the differences in the number of analyst contributions to each line.


Figures as of 14 January 2026 with previews estimated by analysts.

Averages based on a minimum of 15 analysts' estimates.


1. Consensus based on the compilation of estimates provided by analysts covering CaixaBank’s shares. Contributions from different sets of analysts may lead to estimates that differ from consensus figures published by other financial information providers.

2. Consensus estimates will be published provided the number of analysts contributing to its calculation is higher than 50% of the total number of analysts covering CaixaBank’s shares.

3. CaixaBank makes no warranty, express or implied, as to the accuracy or completeness of the referred information. The achievement of these estimates is in no way warranted by CaixaBank.

4. These estimates, which are not subject to the obligation to disclose information required by the Comisión Nacional del Mercado de Valores (CNMV), are provided as a courtesy and for possible convenience and informational purposes only. They are not intended to imply any endorsement or provide any investment advice.

5. CaixaBank shall have no liability whatsoever (in negligence or otherwise) for any damage or loss howsoever arising from any use of this information.

6. Please note that all estimates correspond to CaixaBank Group.