SAN Earnings

SAN reported its earnings on 2026-02-03, showcasing a revenue of 0.00 against an estimate of 18.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.25 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following SAN's earnings announcement on 2026-02-03, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, SAN's stock price tends to shift by an average of -4.46% in the 10 days leading up to earnings and +1.24% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate SAN’s annual revenue to reach 16.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.11% and EPS estimates Revise Upward by 3.11% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between SAN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.11%, while EPS estimates moved Revise Upward by 3.11% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SAN's stock price typically moves by -4.46% in the 10 days before its earnings and +1.24% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 16.00B.

The earnings call summary indicates strong financial performance across multiple segments, including a 60% increase in Payments profit and a 21% rise in Wealth profit. The Q&A session reveals positive sentiment towards cost management, risk stability, and regulatory improvements. The company's strategic initiatives and optimistic guidance, especially regarding RoTE and cost efficiencies, suggest a positive outlook. Despite some uncertainties in litigation provisions, the overall sentiment remains positive, likely resulting in a stock price increase of 2% to 8% over the next two weeks.