Barclays upgrades Bankinter stock to Equalweight on strong growth outlook

Published 21/10/2025, 08:54
Barclays upgrades Bankinter stock to Equalweight on strong growth outlook

Investing.com - Barclays has upgraded Bankinter, S.A. (MC:BKT) (OTC:BKIMF) from Underweight to Equalweight and raised its price target to EUR14.30 from EUR12.60, citing the bank’s operational momentum and growth prospects.

The upgrade comes as Barclays maintains a constructive view on Spain and Portugal’s macroeconomic outlook and has incorporated a higher European Central Bank terminal rate in line with its economists’ latest estimates, lifting 2026-2027 earnings per share estimates by approximately 5% on average.

Barclays highlighted Bankinter’s "best-in-class efficiency, strong asset quality, and above-sector growth in corporate and wealth businesses" as factors that continue to support steady core revenues for the Spanish lender.

The investment bank expects Bankinter to maintain strong operational momentum as long as interest rates remain stable, sentiment on European banks stays constructive, and Spain continues to outperform economically.

While Barclays forecasts above-sector growth in tangible book value and dividends over fiscal years 2025-2027, it noted that risk-reward now appears balanced due to limited scope for further optimization and the bank’s full valuation, with Barclays’ profit estimates running approximately 1.5% above Bloomberg consensus.

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