ING ficha en Santander para atacar la financiación a grupos españoles en Reino Unido

The last day for investors to purchase shares in Inditex and Santander to receive dividends on November 2nd is today. Both companies are among the largest by market capitalization on the Ibex and offer attractive dividend yields above 3%. With a 12-month potential for stock price appreciation, Inditex and Santander are leading contenders for the title of Spain's most valuable company by capitalization.

Inditex, worth 177.649 million euros, will pay a gross dividend of 0.875 euros per share for the second payment in the 2025 fiscal year. This comprises 0.325 euros of the regular dividend and 0.55 euros of the extraordinary dividend. Starting from October 29th, the share price will be adjusted downwards for this dividend. In total, the company will distribute 1.75 euros per share for the 2025 year, with half of that payment made in May.

The fashion retailer's dividend yield stands at 3.5% over a 12-month period and has seen a 1.17% stock price appreciation so far this year. Jefferies is the most optimistic, setting a price target of 67 euros, citing Inditex as one of the few highly liquid European companies with projected 8% annual revenue growth and a 13% expected total return for investors. The company is confident in its ability to gain market share and expects the stock to rise.

Santander, with 164.022 million euros in market value, will pay a dividend of 0.127 euros per share based on the 2026 results, a 10% increase from the November 2025 payment. The company will also distribute an additional bonus typically paid in May of the following year. Santander, the Spanish bank with the lowest dividend yield among peers at nearly 3%, is gaining favor due to its recurring share buyback program, which boosts return to shareholders above 5%.

Analysts remain confident in the bank despite potential credit restrictions from Brazil's president, Luiz Inácio Lula da Silva. Despite a recent 1% dip in the stock, analysts maintain confidence and have set a price target of 14.50 euros, above the current market consensus of 14 euros. Santander aims to exceed 20 billion in profits by 2028 and achieve a return on equity (Rote) of over 20%, which would support a higher stock valuation.