Analysts

To the best of our knowledge, the following brokerage houses provide equity coverage on CaixaBank on a regular basis.

Institution Analyst
Alantra Francisco Riquel
AlphaValue David Grinsztajn
Autonomous Britta Schmidt
Banco Sabadell Javier Esteban
Bankinter Rafael Alonso
Barclays Cecilia Romero
Bestinver Javier Beldarrain
Bloomberg Lento Tang
BofA Antonio Reale
Carraighill Seamus Murphy
Citigroup Borja Ramírez Segura
Deutsche Bank Alfredo Alonso
Exane BNP Ignacio Ulargui
GVC Gaesco Beka Marisa Mazo
Goldman Sachs Sofie Peterzens
Intesa Sanpaolo Fernando Gil de Santivañes
JB Capital Markets Maksym Mishyn
Jefferies Miruna Chirea
JP Morgan Marta Sánchez Romero
KBW Hugo Cruz
Kepler Maria Antonia Casado
Mediobanca Andrea Filtri
Morgan Stanley Álvaro Serrano
Kutxabank Investment Ane Roa
Oddo BHF Steven Gould
RBC Pablo de la Torre
Redburn Gonzalo López
Renta 4 Nuria Álvarez
Santander Ignacio Méndez / Juan Pablo López
UBS Ignacio Cerezo

The information below details the institutions that have published a report with a target price and recommendation for CaixaBank in the last 6 months.

Institution Date Recommendation  Target price
Oddo BHF 15/04/2026 Outperform € 12.00
JP Morgan 15/04/2026 Overweight € 12.90
Barclays 15/04/2026 Overweight € 11.70
UBS 14/04/2026 Neutral € 11.30
Jefferies 14/04/2026 Buy € 13.20
RBC 13/04/2026 Neutral € 10.50
KBW 10/04/2026 Market Perform € 11.09
Citigroup 09/04/2026 Buy € 11.80
JB Capital Markets 09/04/2026 Buy € 13.00
Deutsche Bank 08/04/2026 Hold € 10.85
Autonomous 01/04/2026 Neutral € 12.06
Intensa 31/03/2026 Neutral € 11.20
Renta 4 27/03/2026 Sobreponderar € 11.86
Goldman Sachs 26/03/2026 Neutral € 11.20
Banco Sabadell 13/03/2026 Infraponderar En revisión
Intesa 24/02/2026 Neutral € 11.80
Kepler Cheuvreux 23/02/2026 Reduce € 10.00
Redburn 18/02/2026 Buy € 12.70
GVC Gaesco Beka 17/02/2026 Acumular € 11.80
Bankinter 11/02/2026 Comprar € 12.70
AlphaValue 03/02/2026 Sell € 10.50
Kutxabank 03/02/2026 Mantener € 12.50
Alantra 02/02/2026 Comprar € 12.25
Mediobanca 02/02/2026 Underperform € 10.00
Morgan Stanley 30/01/2026 Equal-weight € 11.60
BofA 30/01/2026 Buy € 13.00
BNP Paribas 30/01/2026 Outperform € 13.00
Bestinver Securities 21/01/2026 Hold € 10.40


Average target price (A.T.P.) and percentage of recommendation (buy, sell or hold) considering reports published within the last 3 months / 6 months.

A.T.P. % Buy % Neutral % Sell
3 months

€ 11.74

48% 37% 15%
6 months € 11.74 48% 37% 15%


Figures as of 16th April 2026

Disclaimer: All opinions, estimates, forecasts, data, and recommendations regarding the performance of CaixaBank made by analysts in the reports listed herein are theirs alone. Neither CaixaBank nor its managers have verified or tested the content of these reports.

The inclusion of these reports on CaixaBank corporate website does not imply the endorsement by the company or its constituent administrators of the content, conclusions or recommendations contained therein. The list of research reports included in this section no way represents a complete or updated collection and its publication and should not be interpreted as a request or recommendation to buy, sell or hold CaixaBank securities.

CaixaBank Group consensus estimates for 1Q26e

 

In €M 1Q26e
Net interest income 2,689
Revenues from services (1) 1,342
Wealth management revenues 521
Protection insurance revenues 308
Banking fees 513
Gross income 4,105
Recurring operating expenses -1,650
Pre-impairment income 2,456
Loan loss Provisions -230
Pre-tax income 2,163
Net profit attributable to the Group 1,468




Pro-memoria
Net fees and commissions 1,009
Insurance Service Result 334


(1) Total revenues from wealth management, protection insurance, and banking fees. This is equivalent to the total of "Net fees and commissions" and "Insurance Service Result", although the totals may differ due to the differences in the number of analyst contributions to each line.


Figures as of 14 April 2026 with previews estimated by analysts.

Averages based on a minimum of 15 analysts' estimates.

 

CaixaBank Group consensus estimates for 2026-28e

 

In €M 2026e 2027e 2028e
Net interest income 11,345
12,610 13,348
Revenues from services (1) 5,530
5,799 6,062
Wealth management revenues 2,184 2,342 2,494
Protection insurance revenues 1,252 1,315 1,375
Banking fees 2,094 2,140 2,188
Gross income 17,198
18,750 19,763
Recurring operating expenses -6,696 -6,933 -7,154
Pre-impairment income 10,502
11,820 12,616
Loan loss Provisions -1.011 -1,057 -1,132
Pre-tax income 9,215
10,493 11,215
Net profit attributable to the Group 6,280
7,152 7,620




Pro-memoria
Net fees and commissions 4,155 4,349 4,544
Insurance Service Result 1,378 1,455 1,531


(1) Total revenues from wealth management, protection insurance, and banking fees. This is equivalent to the total of "Net fees and commissions" and "Insurance Service Result", although the totals may differ due to the differences in the number of analyst contributions to each line.


Figures as of 14 April 2026 with previews estimated by analysts.

Averages based on a minimum of 15 analysts' estimates.


1. Consensus based on the compilation of estimates provided by analysts covering CaixaBank’s shares. Contributions from different sets of analysts may lead to estimates that differ from consensus figures published by other financial information providers.

2. Consensus estimates will be published provided the number of analysts contributing to its calculation is higher than 50% of the total number of analysts covering CaixaBank’s shares.

3. CaixaBank makes no warranty, express or implied, as to the accuracy or completeness of the referred information. The achievement of these estimates is in no way warranted by CaixaBank.

4. These estimates, which are not subject to the obligation to disclose information required by the Comisión Nacional del Mercado de Valores (CNMV), are provided as a courtesy and for possible convenience and informational purposes only. They are not intended to imply any endorsement or provide any investment advice.

5. CaixaBank shall have no liability whatsoever (in negligence or otherwise) for any damage or loss howsoever arising from any use of this information.

6. Please note that all estimates correspond to CaixaBank Group.