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BBVASabadell Takeover Hangs on Friday CNMV Tally After Weak Retail Support

Sabadell reports 2.8% tendering by its client-shareholders, raising doubts that BBVA hit its 50% target.

Overview

  • Spain’s securities regulator is due to publish the official acceptance result on 17 October, which will determine the next steps in the bid.
  • If BBVA lands between 30% and 50%, Spanish rules would require a mandatory second offer in cash, with the CNMV defining the criteria to convert the share swap into an equitable euro price.
  • Sabadell says only 2.8% of shareholders with shares deposited at the bank accepted the offer, equal to 1.1% of total capital, indicating very low retail participation.
  • BBVA extended opening hours at 60 branches to capture late tenders and has signalled plans to include Sabadell executives in integration committees if it secures control.
  • Public investor positions diverge, with David Martínez (about 4%) saying he would tender and Zurich (about 5%) stating it would not.