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Santander Reaffirms 2026 Profit Rise as CaixaBank Warns on Iran Risk at AGMs

Shareholder meetings signaled bigger payouts despite rising geopolitical risk.

Overview

  • Santander, which met shareholders Friday, said a strong first quarter puts it on track to beat 2025 profit in 2026.
  • The bank asked investors to approve a capital increase to issue shares for its planned purchase of U.S.-based Webster Financial, with a TSB acquisition in the U.K. expected to follow pending final clearances.
  • CaixaBank investors approved a €2.32 billion cash dividend from 2025 earnings, to be paid on April 9, lifting total cash rewards for the year to €0.50 per share.
  • CaixaBank’s chair warned that the Iran-linked Middle East conflict could fuel higher prices, strain supplies and unsettle markets, and its research unit cut Spain’s 2026 growth outlook to 2.0% from 2.4%.
  • The CaixaBank meeting drew a 24-hour strike and street protests by staff who say sales targets are too aggressive and constant monitoring is hurting the workplace climate.