BBVXF BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

NEUTRAL Impact: 4/10 6-K
Horizon weeks Filed Apr 30, 2026 Processed 1mo ago SEC 0001104659-26-052224
Notable filing: 6-K
Latest settled — T+20d ⚠ clustered
BBVXF ▼ -1.71% at T+20d
NEUTRAL call ✗ call lost -1.71% · α vs SPY -6.68% · entry $22.80 → $22.41
Next anchor: T+60d in 6w
Currently $23.57 · +3.38% from $22.80 entry
Entry anchored
Apr 30, 2026
via day open
T+1d
-2.85%
call -2.85% · α -3.07%
$22.15
settled 6w ago
T+5d
+1.75%
call +1.75% · α +0.03%
$23.20
settled 5w ago
T+20d
-1.71%
call -1.71% · α -6.68%
$22.41
settled 15d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

BBVA announced a third tranche of its share buyback program, authorizing up to EUR 1,460 million to repurchase up to 429,552,243 shares, starting May 6, 2026, with the goal of capital reduction. The buyback is a routine capital return program following strong Q1 2026 results and concurrent debt offerings, but does not alter the fundamental financial trajectory.

Actionable Insight

The buyback provides a floor for the stock over the execution period, but is a routine capital return program. Monitor execution pace and any suspension triggers; the concurrent AT1 CoCo offering adds complexity to capital management. No immediate catalyst for directional trade.

Key Facts

  • Third tranche of share buyback authorized with maximum cash amount of EUR 1,460 million.
  • Maximum shares to be acquired: 429,552,243.
  • Execution starts May 6, 2026; ends no earlier than July 2, 2026 and no later than August 3, 2026.
  • Purpose is to reduce BBVA's share capital by cancelling acquired shares.
  • Citigroup Global Markets Europe AG will manage the buyback independently.
  • Minimum 500,000 shares per trading day on non-excluded/disrupted days.
  • Daily volume limits set per venue: Continuous Market 3,549,316; Cboe Europe 1,476,879; Turquoise Europe 154,445; Aquis Exchange 322,959 shares.

Financial Impact

Up to EUR 1,460 million share buyback (third tranche).

share countcapital structure

Risk Factors

  • Buyback may be suspended or terminated early if circumstances require.
  • Execution limited by daily volume caps and regulatory constraints.
  • Concurrent debt offerings (senior notes and AT1 CoCos) may signal capital optimization rather than pure shareholder return.

Market Snapshot

Exchange
OTC
Sector
Commercial Banks, NEC
Analyst Consensus
67% bullish (30 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-052224
Document: 0001104659-26-052224-index-headers.html0001104659-26-052224
Document: 0001104659-26-052224-index.html0001104659-26-052224
Document: 0001104659-26-052224.txt0001104659-26-052224
24 reports for BBVXF
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+5▲ +6.37%May 12, 2026
Filters
Rows
Reports for BBVXF — sortable, filterable
Type Now
Jun 9, 2026
3d ago
6-K
NEUTRAL ★ 3/10
$23.00 awaiting T+5awaiting T+5$23.57 (+2.48%)
Jun 8, 2026
5d ago
6-K
NEUTRAL ★ 3/10
$22.63 awaiting T+5awaiting T+5$23.57 (+4.15%)
Jun 1, 2026
12d ago
6-K
NEUTRAL ★ 2/10
$23.34 $23.17▼ −0.73%▲ +2.02%$23.57 (+0.99%)
May 26, 2026
17d ago
6-K
NEUTRAL ★ 3/10
$22.40 $23.34▲ +4.20%▲ +3.11%$23.57 (+5.22%)
May 18, 2026
26d ago
6-K
NEUTRAL ★ 3/10
$22.55 $22.40▼ −0.67%▼ −2.28%$23.57 (+4.52%)
May 12, 2026
4w ago
6-K
BULLISH ★ 5/10
$21.20 $22.55▲ +6.37%▲ +6.29%$23.57 (+11.18%)
May 11, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$21.54 $22.55▲ +4.69%▲ +4.77%$23.57 (+9.42%)
May 8, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$23.00 $23.20▲ +0.87%▼ −0.59%$23.57 (+2.48%)
May 8, 2026
5w ago
6-K
NEUTRAL ★ 5/10
$23.00 $23.20▲ +0.87%▼ −0.59%$23.57 (+2.48%)
May 4, 2026
5w ago
424B5
NEUTRAL ★ 3/10
$22.35 $21.54▼ −3.62%▼ −6.56%$23.57 (+5.46%)
Showing 10 of 24

US Market Status

Market Closed — Opens Mon (49h 8m)

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