Compass Rose Asset Management LP Makes New $7.16 Million Investment in Banco Santander, S.A. $SAN

Compass Rose Asset Management LP purchased a new stake in shares of Banco Santander, S.A. (NYSE:SAN) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 635,000 shares of the bank’s stock, valued at approximately $7,163,000. Banco Santander accounts for 0.5% of Compass Rose Asset Management LP’s holdings, making the stock its 12th largest position.

Several other large investors have also recently modified their holdings of the stock. Acumen Wealth Advisors LLC grew its position in Banco Santander by 117.9% during the 1st quarter. Acumen Wealth Advisors LLC now owns 2,308 shares of the bank’s stock worth $26,000 after acquiring an additional 1,249 shares during the last quarter. Whipplewood Advisors LLC bought a new stake in Banco Santander in the first quarter valued at approximately $28,000. Eagle Bay Advisors LLC purchased a new stake in shares of Banco Santander during the fourth quarter valued at approximately $31,000. Binnacle Investments Inc grew its holdings in shares of Banco Santander by 96.2% in the third quarter. Binnacle Investments Inc now owns 3,227 shares of the bank’s stock worth $34,000 after purchasing an additional 1,582 shares during the last quarter. Finally, Cullen Frost Bankers Inc. purchased a new position in shares of Banco Santander in the fourth quarter worth $34,000. Hedge funds and other institutional investors own 9.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on SAN. Weiss Ratings upgraded shares of Banco Santander from a “buy (b+)” rating to a “buy (a-)” rating in a report on Tuesday, July 14th. Wall Street Zen cut shares of Banco Santander from a “buy” rating to a “hold” rating in a research report on Saturday, July 18th. Finally, Santander reaffirmed a “buy” rating on shares of Banco Santander in a research note on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy”.

Banco Santander News Roundup

Here are the key news stories impacting Banco Santander this week:

• Positive Sentiment: Banco Santander reported second-quarter profit that rose 3% year over year, helped by higher revenue and contributions from TSB, while reaffirming its 2026 targets. Reuters article
• Positive Sentiment: The bank said first-half underlying profit hit a record level, supported by customer growth, stronger lending volumes, and digital/AI-driven efficiency gains. PYMNTS article
• Positive Sentiment: Analyst sentiment was supportive, with UBS initiating or reiterating a Buy rating and Bank of America Securities maintaining a Hold, signaling continued interest in the stock after earnings. UBS note Bank of America note
• Positive Sentiment: Santander said the TSB acquisition added about four million customers, and it remains confident the Webster deal will close this year, underscoring its growth strategy. Bloomberg article Yahoo Finance article
• Neutral Sentiment: Santander also said it will not close additional branches before 2028, a move that may support customer retention but could limit near-term cost-cutting flexibility. MSN article
• Negative Sentiment: Despite the profit increase, quarterly EPS came in at $0.27 versus the $0.29 consensus, which likely disappointed some investors and may be contributing to the stock’s weakness. MarketBeat earnings report
• Negative Sentiment: Net profit was also pressured by restructuring charges tied to recent deals, including TSB and Poland, highlighting execution costs from Santander’s expansion strategy. WSJ article

Banco Santander Stock Down 3.9%

NYSE SAN opened at $13.21 on Friday. Banco Santander, S.A. has a twelve month low of $8.29 and a twelve month high of $14.39. The firm has a market capitalization of $194.03 billion, a PE ratio of 10.74, a P/E/G ratio of 0.77 and a beta of 0.72. The stock’s 50 day moving average is $13.06 and its 200 day moving average is $12.36.

Banco Santander (NYSE:SAN) last posted its quarterly earnings data on Wednesday, July 22nd. The bank reported $0.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.02). The firm had revenue of $17.93 billion during the quarter, compared to the consensus estimate of $17.90 billion. Banco Santander had a return on equity of 12.56% and a net margin of 26.94%. On average, research analysts anticipate that Banco Santander, S.A. will post 1.14 earnings per share for the current year.

Banco Santander Profile

Banco Santander, SA (NYSE: SAN) is a Spanish multinational banking group headquartered in Santander, Spain. Founded in 1857, the bank has grown from a regional institution into one of Europe’s largest banking groups, operating a diversified financial services platform that serves retail, small and medium-sized enterprises, and large corporate clients. Santander is publicly listed in Spain and maintains American Depositary Receipts on the New York Stock Exchange under the ticker SAN.

The group’s core activities include retail and commercial banking—offering deposit accounts, payment services, mortgages, personal and auto loans, and small business financing—alongside corporate and investment banking services for larger institutional clients.