Touchstone Non-US Equity Fund (Class A Shares, Load Waived) underperformed MSCI All Country World Ex-U.S. Index, for the quarter ended December 31, 2025. Stock selection within IT and Financials contributed positively to performance during the quarter. The Fund exited its position in BNP Paribas S.A. and Sony Financial Group Inc.
Does BNP Paribas SA (BNPQY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors interested in stocks from the Banks - Foreign sector have probably already heard of BNP Paribas SA (BNPQY) and National Australia Bank Ltd. (NABZY). But which of these two stocks is more attractive to value investors?
BNP Paribas management lifted FY2028 targets for the second time, implying stronger profitability and capital returns, but delivery depends on disciplined cost execution and a stable rate environment with limited further easing. At current levels, BNPQF stock already reflects much of the improved outlook, while litigation, regulatory and execution risks argue for a neutral stance. Results confirm resilience. But shares trade at 6.5x FY28E EPS, with 47% EPS growth projected from 2025 to 2028. We prefer to wait for a better entry point.
BNP Paribas has been a much better performer of late, with bullish sector-wide sentiment lifting the stock to within touching distance of tangible book value. BNPQY earned an 11.6% return on tangible equity last year. While less impressive than certain other European banks, BNPQY has less riding on interest rates. While interest rates have fallen this past year, repricing dynamics in BNPQY's French and Belgian retail units continue to drive strong earnings growth.
The eurozone's largest lender in terms of assets upgraded its midterm targets as it banks on cost-cutting and profit-boosting initiatives to drive growth.
Does BNP Paribas SA (BNPQY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors interested in stocks from the Banks - Foreign sector have probably already heard of BNP Paribas SA (BNPQY) and Banco Itau (ITUB). But which of these two stocks presents investors with the better value opportunity right now?
DG, BNPQY and PAX made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 29th, 2026.
DG, BNPQY and PAX made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 27th, 2026.