Argentine Banks Lead Financial Market Changes Following Milei's Election Win
Argentine Bank Stocks Surge: Following President Javier Milei's midterm election victory, Argentine bank stocks experienced significant gains, with Grupo Financiero Galicia rising 67%, BBVA Argentina up 64%, and Banco Macro increasing by 57%.
U.S. Earnings Season Impact: The earnings season in the U.S. contributed to market movements, with Brighthouse Financial gaining 20% due to acquisition talks, while Lemonade advanced 15%.
Top Losers in the Market: The biggest losers included Bancorp, which dropped 17% after disappointing Q3 earnings, followed by Sezzle down 15%, and Bitfarms sliding 14%.
Crypto and Investment Firms Decline: Galaxy Digital fell 12% after pricing a $1.15B notes offering, and PJT Partners decreased by 11.9%, reflecting broader challenges in the investment sector.
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BBVA Argentina Reports Q3 Net Income of $38.1 Billion, Down 39.7%
- Declining Net Income: BBVA Argentina reported an inflation-adjusted net income of $38.1 billion in Q3 2025, which is 39.7% lower than Q2 2025, indicating significant economic challenges that may affect investor confidence.
- Decreased Return Rates: The average return on equity (ROAE) for the quarter fell to 4.7% from 7.6% in the previous quarter, reflecting ongoing pressure on profitability that could raise shareholder concerns about future growth.
- Growth in Financing Activity: Total financing to the private sector reached $12.8 trillion in Q3, increasing 6.7% in real terms compared to Q2, demonstrating resilience in market demand despite a challenging economic environment.
- Increased Deposit Market Share: Total deposits amounted to $15.4 trillion, with a year-over-year growth of 36.6%, raising the market share to 10.09%, marking the first time it has surpassed double digits, indicating BBVA's success in attracting customer deposits.
BBVA Argentina Reveals Schedule for Third Quarter 2025 Financial Results
Earnings Release Announcement: Banco BBVA Argentina S.A. will report its Third Quarter 2025 results on November 25, 2025, after market close, followed by a conference call on November 26, 2025, at 12:00 p.m. Buenos Aires time.
Quiet Period: The bank will enter a quiet period from November 11 to November 25, 2025, during which it will refrain from discussing financial results.
Key Executives: The earnings call will feature key executives including Ms. Carmen Morillo Arroyo (CFO), Mr. Diego Cesarini (Head of ALM & Investor Relations), and Ms. Belén Fourcade (Investor Relations Manager).
About BBVA Argentina: BBVA Argentina, a subsidiary of the BBVA Group since 1996, has been a leading financial institution in Argentina since 1886, offering retail and corporate banking services to a diverse client base.