Market Cap
$200.2B
SAN
Banco Santander, S.A.
$13.36 ▲ +0.60%
Prev close $13.28Market cap$200.2B
12-mo target$14.79 (+10.7%)
High Impact Filing (7/10)21 New Institutional Positions16 Institutional Exits Traditional Finance
Snapshot
The big-picture read on SAN right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Inst. Holders
50 funds
Inst. Value
$5.9B
Inst. Activity
21 buys / 16 sells
Social Sentiment
58° Warm
SEC Reports
20
Congressional
2 trades
Price chart 30d -11.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 short_volume
Sep 14, 2026 SEC Short Volume: SAN — 57.0% short (1.3M / 2.2M)
Short: 1,263,171 | Exempt: 905 | TRF Vol: 2,214,898 | Short Ratio: 57.0% | Off-exchange volume (dark
The NYSE filed a Form 25-NSE to remove from listing and registration Banco Santander's Series 114 1.722% Senior Non Pref
25-NSE — Impact 2/10
Banco Santander filed a routine 6-K update on its share buyback program, disclosing transactions from Sep 3-9, 2026. Cum
6-K — Impact 2/10
Banco Santander filed a 6-K reporting weekly buyback activity from August 27 to September 2, 2026, repurchasing 11.4 mil
6-K — Impact 3/10
Jun 30, 2026 Inst.
BNP PARIBAS FINANCIAL MARKETS — TRIM
11,138,445 shares ($153.7M)
Jun 30, 2026 Inst.
BARCLAYS PLC — ADD
8,178,634 shares ($112.9M)
Jun 9, 2026 Congress
Gilbert Cisneros buy
$1,001 - $15,000 — House
Feb 10, 2026 Event
Silva v. Santander Consumer USA Inc
Court ruling from District Court, W.D. Washington. Docket: 3:24-cv-06057
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 25, 2024 | Barclays | UPGRADE | Overweight | 54% |
| Apr 1, 2022 | Credit Suisse | UPGRADE | Outperform | — |
| Mar 21, 2022 | Jefferies | UPGRADE | Buy | 53% |
| Dec 8, 2021 | Credit Suisse | DOWNGRADE | Neutral | — |
| Sep 20, 2021 | Exane BNP Paribas | DOWNGRADE | Neutral | 52% |
| Sep 9, 2021 | Jefferies | UPGRADE | Hold | 53% |
| Apr 6, 2021 | Credit Suisse | UPGRADE | Outperform | — |
| Jan 20, 2021 | HSBC | UPGRADE | Buy | 55% |
| Jul 21, 2020 | B of A Securities | DOWNGRADE | Underperform | 54% |
| Jun 14, 2018 | HSBC | UPGRADE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 17 | 6 | 1 | 0 | 76% | |
| Aug 1, 2026 | 5 | 17 | 6 | 1 | 0 | 76% | |
| Jul 1, 2026 | 5 | 17 | 6 | 1 | 0 | 76% | |
| 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% |
Price targets
Where 3 covering analysts think SAN trades over the next 12 months.
$14.79 +10.7% upside Buy
Current$13.36 Low$13.00 Median$15.60 High$15.78 3 analysts
$13.00$15.78
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 8 bullish, 0 bearish, 1 mixed, 11 neutral · avg impact 4.0/10.
NEUTRAL25-NSE2/10
The NYSE filed a Form 25-NSE to remove from listing and registration Banco Santander's Series 114 1.
Sep 14, 2026
NEUTRAL6-K2/10
Banco Santander filed a routine 6-K update on its share buyback program, disclosing transactions fro
Sep 10, 2026
NEUTRAL6-K3/10
Banco Santander filed a 6-K reporting weekly buyback activity from August 27 to September 2, 2026, r
Sep 3, 2026
NEUTRAL6-K3/10
Banco Santander has called for full redemption of its $1.5 billion Series 114 1.722% Senior Non Pref
Sep 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: SAN — 57.0% short (1.3M / 2.2M)
Short: 1,263,171 | Exempt: 905 | TRF Vol: 2,214,898 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: SAN — 59.3% short (1.2M / 2.1M)
Short: 1,229,327 | Exempt: 411 | TRF Vol: 2,071,410 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: SAN — 56.2% short (1.8M / 3.2M)
Short: 1,801,743 | Exempt: 814 | TRF Vol: 3,205,960 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: SAN down 22% to 40.8M shares
Settlement 2026-09-15 | Days to cover: 5.34 | ≈0.28% of shares outstanding (est.)
Sep 14, 2026
short_volume
Short Volume: SAN — 64.2% short (1.9M / 3.0M)
Short: 1,931,777 | Exempt: 1,040 | TRF Vol: 3,007,322 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.31 | $0.31–$0.31 | 21.0% | +0.0% | 0↑ 1↓ | $16.8B | 1 |
| Next Q | $0.32 | $0.32–$0.32 | — | +0.0% | 0↑ 1↓ | $17.1B | 1 |
| Current FY | $1.28 | $1.20–$1.36 | 20.4% | +12.0% | — | $63.8B | 2 |
| Next FY | $1.43 | $1.43–$1.43 | 11.8% | +0.1% | 1↑ 0↓ | $69.5B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.311 | — |
| 7d ago | $0.311 | — |
| 30d ago | $0.311 | — |
| 60d ago | $0.299 | +0.012 |
| 90d ago | $0.311 | -0.000 |
Institutional ownership
Which big funds own SAN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.9B total value (425,158,087 shares) as of 2026-Q2. Top holders: MORGAN, GOLDMAN, FMR. Net buying activity: 21 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 88,347,118 | $1.2B | 20.8% | ADD +39.2% |
| GOLDMAN SACHS GROUP INC | 47,110,934 | $650.1M | 11.1% | — |
| FMR LLC | 41,372,881 | $570.9M | 9.7% | — |
| Fisher Asset Management, LLC | 32,885,780 | $453.8M | 7.7% | TRIM -59.2% |
| BlackRock, Inc. | 17,747,607 | $244.9M | 4.2% | — |
| Chevy Chase Trust Holdings, LLC | 14,003,466 | $193.2M | 3.3% | — |
| Capital International Investors | 14,098,764 | $192.4M | 3.3% | — |
| NORTHERN TRUST CORP | 12,968,275 | $179.0M | 3.1% | — |
| BANK OF AMERICA CORP /DE/ | 12,039,222 | $166.1M | 2.8% | DOUBLED +118.9% |
| BNP PARIBAS FINANCIAL MARKETS | 11,138,445 | $153.7M | 2.6% | TRIM -27.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 15,294,412 | 11,138,445 | -27.2% | $153.7M |
| BARCLAYS PLC | ADD | 5,009,337 | 8,178,634 | +63.3% | $112.9M |
| ROYAL BANK OF CANADA | ADD | 2,481,273 | 3,671,603 | +48.0% | $50.7M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 490,419 | 2,378,098 | +384.9% | $32.8M |
| Russell Investments Group, Ltd. | ADD | 370,617 | 469,244 | +26.6% | $6.5M |
| Vident Advisory, LLC | TRIM | 640,444 | 454,608 | -29.0% | $6.3M |
| Verition Fund Management LLC | ADD | 341,413 | 437,364 | +28.1% | $6.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 10,925 | 421,893 | +3761.7% | $5.8M |
| CIBC Asset Management Inc | ADD | 162,935 | 254,159 | +56.0% | $3.5M |
| Corient Private Wealth LP | TRIM | 344,860 | 242,445 | -29.7% | $3.3M |
Congressional trades
SAN trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Banco Santander SA | Jul 3, 2026(25d) |
| Feb 3, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Banco Santander SA | Feb 16, 2026(14d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SAN.
Shares short
40,768,871
Settlement Sep 15, 2026
Change vs prior
-22.2%
Semi-monthly cycle
Days to cover
5.3
At avg daily volume
Of shares outstanding
≈0.3%
Estimate — not % of float
All SAN filing & press-release reports (26)
- 25-NSE reportSep 14, 2026
- 6-K reportSep 10, 2026
- 6-K reportSep 3, 2026
- 6-K reportSep 1, 2026
- 6-K reportSep 1, 2026
- 6-K reportAug 27, 2026
- 6-K reportAug 21, 2026
- 6-K reportAug 20, 2026
- 424B5 reportAug 18, 2026
- 6-K reportAug 13, 2026
- 6-K reportAug 10, 2026
- 6-K reportAug 5, 2026
- 6-K reportJul 30, 2026
- 6-K reportJul 24, 2026
- 6-K reportJul 24, 2026
- 6-K reportJul 23, 2026
- 6-K reportJul 22, 2026
- 6-K reportJul 22, 2026
- 6-K reportJul 16, 2026
- 6-K reportJul 15, 2026
- 6-K reportJul 9, 2026
- 6-K reportJul 2, 2026
- 6-K reportJun 26, 2026
- 6-K reportJun 18, 2026
- 6-K reportJun 11, 2026
- 6-K reportMar 26, 2026