BBVA.MC Stock Today: January 27 Buyback Tranche 36% Completed
The BBVA share buyback is moving fast. BBVA.MC has executed 36.26% of the €1.5 billion first tranche, repurchasing 26.62 million shares for about €543.8 million at an average €20.41. For investors in Germany, this buyback program can support earnings per share and the share price near term. Yet AlphaValue/Divacons keeps a Reduce rating with a €20.4 target, signaling limited upside around that level. We explain what this means for bbva stock today, how to read the signals, and what to watch next.
What 36% Completion Signals for Holders
BBVA has completed 36.26% of the €1.5 billion first tranche in its up to €3.96 billion buyback program, buying 26.62 million shares at about €20.41 each for €543.8 million. The update confirms accelerated execution and steady demand for the stock. Source details: BBVA executes 36.26% of first tranche. For German investors, this shows active capital return and a clear reference price for the current buyback program.
A lower share count lifts earnings per share if profits hold steady. BBVA’s payout ratio is 38.7% TTM, which leaves room for both dividends and repurchases. The BBVA share buyback can support near-term price levels, but capital strength also matters. Without fresh CET1 data here, we focus on what is known: continuous execution and price discipline near €20.4 during this share repurchase.
Valuation and Technical Picture
On fundamentals, BBVA trades around 11.8x TTM earnings and 2.13x price to book, with a 3.14% dividend yield. AlphaValue/Divacons maintains Reduce and a €20.4 target, suggesting limited upside near that area today. For the BBVA share buyback, execution at roughly the target price signals valuation discipline. Still, investors should weigh upside against the analyst stance and current multiples before adding.
Technical readings show strong but stretched momentum. RSI is 68.3, ADX is 39.9, and CCI is 140, indicating a strong trend with overbought signals. Stochastic %K at 86.6 supports that view. For traders, that can mean follow-through, but also a higher pullback risk. When the BBVA share buyback pauses, momentum could cool, so risk controls matter.
Key Dates and Watchpoints
About €956.2 million remains in the €1.5 billion first tranche, so further purchases can continue to support the market. The bank has board approval for up to €3.96 billion overall, subject to conditions, as flagged in prior updates and announcements, including BBVA Announces New Share Buyback Program. The BBVA share buyback pace will be key to short-term flows and sentiment.
BBVA is scheduled to report on 5 February 2026. We will watch net interest income, costs, and geographic contributions, plus any buyback progress update. If results meet or beat, the BBVA share buyback could amplify EPS and support the price. If results miss, the buyback may only partly offset pressure, so guidance will be crucial for the buyback program.
What It Means for German Investors
Return on equity sits near 18.5% TTM, which is solid for a large European bank. Combined with the BBVA share buyback and a 3.14% dividend yield, total shareholder return looks balanced. A neutral composite rating as of 26 January 2026 highlights both strengths and leverage sensitivities. For bbva stock today, we prefer a measured stance near the €20.4 reference level.
For German investors, BBVA trades in euros on Madrid, which reduces FX complications versus non-euro assets. The BBVA share buyback creates a known support zone around €20.4, but prices can still swing with results and macro news. Use limit orders around planned entries, diversify across EU banks if needed, and monitor the share repurchase cadence weekly.
Final Thoughts
Here is our simple playbook. The BBVA share buyback is 36.26% complete on the €1.5 billion first tranche, with purchases at about €20.41. That provides a clear near-term reference. Fundamentals look reasonable, with 11.8x earnings, 2.13x price to book, and a 3.14% yield, but AlphaValue/Divacons sees limited upside near €20.4 today. For German investors, we would watch three items: the next buyback report, Q4 and FY 2025 results on 5 February 2026, and any guidance on capital and payouts. If results are solid and buybacks continue, consider building positions on dips near or below the buyback reference. If momentum fades, be patient and wait for better entry levels.
FAQs
What does 36.26% completion of the first tranche mean?
BBVA has repurchased 26.62 million shares for about €543.8 million, completing 36.26% of the €1.5 billion first tranche. This reduces the share count, which can lift earnings per share and support the stock price. It also sets a reference zone near €20.4 where buying has been active.
How can the BBVA share buyback affect returns?
Fewer shares mean each remaining share claims a larger slice of earnings. If profits hold or improve, EPS rises and valuation can look more attractive. Combined with a 3.14% dividend yield, the total return may improve. Execution price and future profits still drive the final outcome.
Is BBVA fairly valued right now?
It trades around 11.8x TTM earnings and 2.13x price to book. AlphaValue/Divacons has a Reduce rating with a €20.4 target, suggesting limited upside near that level. If results beat and buybacks continue, upside could extend. If results miss, the share may track back toward support zones.
What should German investors watch next?
Track the remaining €956.2 million in the first tranche, the next buyback report, and results on 5 February 2026. Watch net interest income, costs, and capital. If the company confirms steady buyback pace and solid earnings, entries near or below €20.4 could be attractive for medium-term holders.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
