Stock Markets May 25, 2026 12:05 PM

Madrid Stocks Climb as IBEX 35 Marks One-Month High; Banks Lead Gains

Financials, consumer services and construction sectors push Spanish benchmark higher amid mixed commodity moves

By Maya Rios BBVA SAN

The IBEX 35 closed higher on Monday, rising 2.24% to reach a one-month peak. Broad participation from financial services, consumer-oriented names and construction-related stocks powered the advance, while energy and telecommunications names lagged. Commodities and currency markets showed notable moves, with oil prices falling sharply and gold rising.

Madrid Stocks Climb as IBEX 35 Marks One-Month High; Banks Lead Gains
BBVA SAN

Key Points

  • IBEX 35 rose 2.24% to reach a one-month high, led by gains in financials, consumer services and construction sectors.
  • Top individual winners included BBVA (+4.12%), Santander (+4.07%) and IAG (+3.74%); notable decliners included Repsol (-2.29%), Telefonica (-0.27%) and Puig (-0.26%).
  • Commodities diverged: August gold futures gained 1.03% while July crude fell 5.35% and August Brent dropped 5.10%; the US Dollar Index Futures was down 0.25%.

Spanish equities ended the trading day in Madrid higher on Monday, with the IBEX 35 finishing up 2.24% and recording a new one-month high. Gains were concentrated in the Financial Services & Real Estate, Consumer Services and Building & Construction sectors, which collectively supported the market uptick.

Among individual large-cap movers, Banco Bilbao Vizcaya Argentaria SA (BME:BBVA) was the session's top performer on the IBEX 35, climbing 4.12% or 0.80 points to close at 20.09. Banco Santander (BME:SAN) also contributed to the rally, adding 4.07% or 0.42 points to finish at 10.85. Airline group International Consolidated Airlines Group S.A. (BME:ICAG) rose 3.74% or 0.17 points to end the day at 4.77.

Not all large-cap names participated in the advance. Energy major Repsol (BME:REP) was the weakest among the highlighted stocks, falling 2.29% or 0.51 points to close at 21.75. Telecoms firm Telefonica (BME:TEF) slipped 0.27% or 0.01 points to 4.06, while Puig Brands SA (BME:PUIGb) declined 0.26% or 0.04 points to 15.23.

Market breadth in Madrid was strongly positive, with 155 stocks rising against 38 that fell. Twenty issues finished unchanged.

Commodity markets showed divergent moves that day. Gold Futures for August delivery rose 1.03% or 47.10 to $4,603.50 a troy ounce, registering a notable advance. Oil prices, by contrast, moved sharply lower. Crude oil for July delivery slipped 5.35% or 5.17 to $91.43 a barrel, while the August Brent contract fell 5.10% or 5.11 to trade at $95.10 a barrel.

Currency and dollar benchmarks recorded modest shifts. The EUR/USD was reported unchanged at 0.33% to 1.16, and EUR/GBP was unchanged at 0.19% to 0.86. The US Dollar Index Futures declined 0.25% to 98.93.


Key sector drivers were clear in the session. Strength among financials and consumer services underpinned the broader market advance, while weakness in energy names weighed on the headline index's potential upside. The sharp moves in oil and gold also illustrated cross-market dynamics that market participants were watching as the Madrid session concluded.

Risks

  • Weakness in the energy sector, exemplified by Repsol's 2.29% decline and steep falls in oil prices, could pressure energy-related revenues and market sentiment.
  • Concentration of gains in financials and consumer services leaves the market exposed if those sectors reverse, which would impact the broader IBEX 35 performance.
  • Volatility in commodities and currency pairs, including sharp oil declines and moves in gold and the US dollar index, adds uncertainty for market participants across sectors.

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