🇺🇸 SECBanco Santander, S.A.Qwen · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 00:01:46·⟳ 抓取 00:02:05 +19s·⚡ 决策 09-10 02:13:21 +2h11m·47.9 天前
桑坦德银行6-K披露2.31亿欧元减资（注销4.63亿股库存股）已于9月9日完成商业登记，属8月21日已公告回购注销的程序性落地
这是既有回购注销计划的程序性登记确认（公证书入商业登记），核心数字（2.31亿欧元、4.63亿股、3.08%股本）在2026年8月21日CNMV公告中已披露，9月1日已由执行委员会决议通过。6-K未带来新的金额、新的回购额度、指引修正或盈利变化，不满足『首次方案』催化的门槛；按资本配置经验『进展报告不重复计算首次催化』，且桑坦德为超大市值高指数权重标的，此类软性程序公告默认不做。72小时已处理消息库未命中同一催化，说明它未被重复下单，但也说明它本身缺乏交易价值。
📄 原文Banco Santander, S.A.↗ 原文
----- dp253084_6k.htm ----- 6-K 1 dp253084_6k.htm FORM 6-K FORM 6-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C.…
不做 Banco Santander, S.A.（SAN.US）
6-K 仅为既有回购注销计划的公证书商业登记完成确认：金额（231,341,569.50欧元）、注销股数（462,683,139股，约占股本3.08%）已在2026年8月21日CNMV第42494号公告披露，9月1日已决议执行，无新增额度、无指引或盈利变化。对桑坦德这类超大市值、高指数权重标的，程序性资本运作落地不构成可交易增量，属『进展报告不重复计算首次催化』，故不做；同时无净损害事实，不产生风险信号。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
事实：SEC 6-K 原文为『Other Relevant Information』，确认减资公证书于2026年9月9日在桑坦德商业登记处登记，注销462,683,139股自有股份（约占股本3.08%），减资金额231,341,569.50欧元，登记后注册资本7,278,241,400.50欧元、14,556,482,801股；并披露2021年以来累计回购注销约18%股本。影响链：注销自有股份减少股本、机械提升每股账面/每股收益分母口径，但资金流出与方案本身早在2026年8月21日CNMV第42494号公告中公布，9月1日已由执行委员会决议执行，本次仅为法律登记完成节点，不改变未来现金流、收入、净息差、监管资本或指引。价格/证据：本文件为一手法定披露，可信度高，但不含任何新的定量 surprise；相对桑坦德超大市值，3.08%的股本注销属已知计划的收尾。结论：无增量事实、无可执行 edge，输出 AVOID，不产生风险信号（回购注销对股东权益是正向或中性动作，不构成事实性净损害）。
🔎 新鲜度:最早出现 2026-09-09 · 扩散 low · price-in 风险 high ↗
先例如何影响了这次决策
对本次决策的影响:先例检索未改变结论；结论由『无增量事实 + 超大市值程序性公告』直接决定
方向:未做外部先例统计：本事件为已公告回购注销的登记确认，不构成独立可交易催化，先例幅度无法迁移到任何入场决策
涨幅量级:不适用；无入场腿需要校准 tp/sl
形态:不适用
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 91 ms
{"result": "search_processed_events:agent query=`banco santander 股份注销 减资 注册资本 | san 6-k 减资公告 2026年9月 | santander capital reduction cancellation own shares buyback | 桑坦德银行 回购注销 462,683,139 股`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 28.7/72 小时、1535 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当 - fetch_decision_experience 成功 stock_tools HTTP · 10 ms
{
原文全文
展开原文 · 2,630 字
----- dp253084_6k.htm -----
6-K
1
dp253084_6k.htm
FORM 6-K
FORM 6-K
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Report of Foreign Issuer
Pursuant to Rule 13a-16 or 15d-16 of
the Securities Exchange Act of 1934
For the month of
September, 2026
Commission File
Number: 001-12518
Banco Santander,
S.A.
(Exact name of registrant as specified in its
charter)
Ciudad Grupo Santander
28660 Boadilla del Monte (Madrid) Spain
(Address of principal
executive office)
Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F:
Form 20-F
X
Form 40-F
Banco Santander,
S.A.
TABLE OF CONTENTS
Item
1
Report of Other Relevant Information dated September 9, 2026
Item
1
Banco Santander,
S.A.
(the “
Bank
” or “
Banco Santander
”), in compliance with the Securities Market legislation,
hereby communicates the following:
OTHER RELEVANT
INFORMATION
Further
to the notice of other relevant information registered with the Spanish National Securities Market Commission (
Comisión Nacional
del Mercado de Valores
) on 21 August 2026 (registry number 42494), it is communicated that, following the execution of the capital
reduction referred to in such notice by decision of the Bank’s executive committee at its meeting held on 1 September, on 9 September
2026 the public deed of capital reduction (and consequent Bylaw amendment) for the amount of EUR 231,341,569.50, through the cancellation
of 462,683,139 own shares, representing approximately 3.08% of the Bank’s share capital, was registered with the Commercial
Registry of Santander.
Consequently,
the Bank’s share capital has been set at EUR 7,278,241,400.50, represented by 14,556,482,801 shares with a nominal value
of EUR 0.50 each. All of the shares belong to the same class and have the same rights.
It
is stated for the record that, the accumulated share capital reduction of Banco Santander resulting from the execution of the share buyback
programmes and the corresponding share capital reductions carried out since 2021 amounts to EUR 1,557,002,469.50. The Bank has repurchased
and cancelled 3,114,004,939 shares since that date, representing approximately 18% of its outstanding shares as of the start of
such period
.
Boadilla
del Monte (Madrid), 9 September
2026
1
SIGNATURE
Pursuant to the
requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned,
thereunto duly authorized.
Banco Santander, S.A.
Date:
September 9, 2026
By:
/s/ Pedro de Mingo Kaminouchi
Name:
Pedro de Mingo Kaminouchi
Title:
Head of Corporate Compliance
6-K
1
dp253084_6k.htm
FORM 6-K
FORM 6-K
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Report of Foreign Issuer
Pursuant to Rule 13a-16 or 15d-16 of
the Securities Exchange Act of 1934
For the month of
September, 2026
Commission File
Number: 001-12518
Banco Santander,
S.A.
(Exact name of registrant as specified in its
charter)
Ciudad Grupo Santander
28660 Boadilla del Monte (Madrid) Spain
(Address of principal
executive office)
Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F:
Form 20-F
X
Form 40-F
Banco Santander,
S.A.
TABLE OF CONTENTS
Item
1
Report of Other Relevant Information dated September 9, 2026
Item
1
Banco Santander,
S.A.
(the “
Bank
” or “
Banco Santander
”), in compliance with the Securities Market legislation,
hereby communicates the following:
OTHER RELEVANT
INFORMATION
Further
to the notice of other relevant information registered with the Spanish National Securities Market Commission (
Comisión Nacional
del Mercado de Valores
) on 21 August 2026 (registry number 42494), it is communicated that, following the execution of the capital
reduction referred to in such notice by decision of the Bank’s executive committee at its meeting held on 1 September, on 9 September
2026 the public deed of capital reduction (and consequent Bylaw amendment) for the amount of EUR 231,341,569.50, through the cancellation
of 462,683,139 own shares, representing approximately 3.08% of the Bank’s share capital, was registered with the Commercial
Registry of Santander.
Consequently,
the Bank’s share capital has been set at EUR 7,278,241,400.50, represented by 14,556,482,801 shares with a nominal value
of EUR 0.50 each. All of the shares belong to the same class and have the same rights.
It
is stated for the record that, the accumulated share capital reduction of Banco Santander resulting from the execution of the share buyback
programmes and the corresponding share capital reductions carried out since 2021 amounts to EUR 1,557,002,469.50. The Bank has repurchased
and cancelled 3,114,004,939 shares since that date, representing approximately 18% of its outstanding shares as of the start of
such period
.
Boadilla
del Monte (Madrid), 9 September
2026
1
SIGNATURE
Pursuant to the
requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned,
thereunto duly authorized.
Banco Santander, S.A.
Date:
September 9, 2026
By:
/s/ Pedro de Mingo Kaminouchi
Name:
Pedro de Mingo Kaminouchi
Title:
Head of Corporate Compliance
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。