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European Movers: Beazley (BEZ LN) +8.6%, Infineon (IFX GY) +3.3%, GSK (GSK LN) -0.6%, Novartis (NOVN SW) -2.3%, Santander (SAN SM) -3.9%, Novo Nordisk (NOVOB DC) -18%

The notable movements today showcase mixed performances among major European stocks, reflecting a combination of strong earnings and strategic corporate actions.

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Spanish HCOB Services PMI (Jan) 53.5 vs. Exp. 56.6 (Prev. 57.1)

EUROPEAN OPEN: IFX GY sees higher sales, lifts investment to meet AI demand; UBS SW net profit surges; GSK LN topped profit expectations in Q4; NOVN SW sees low operating profit decline in 2026; NOVOB DC warns sales & profit growth will decline in 2026

European Movers: Beazley (BEZ LN) +8.6%, Infineon (IFX GY) +3.3%, GSK (GSK LN) -0.6%, Novartis (NOVN SW) -2.3%, Santander (SAN SM) -3.9%, Novo Nordisk (NOVOB DC) -18%

PBoC announces plan to build a multi-level financial service system to support domestic demand, tech innovation and SMEs

China held an expert seminar for China's gold industry, calling for a new round of exploration breakthroughs

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Beazley (BEZ LN) - Zurich Insurance raises its Beazley bid to GBP 13.35/shr. Zurich and Beazley confirm that they have reached agreement in principle on the key financial terms of a possible recommended cash offer. 

GSK (GSK LN) - Q4 (GBP): Revenue 8.62bln (exp. 8.42bln), Adj. EPS 0.255 (exp. 0.224), affirms FY26 guidance and 2031 sales outlook Vaccine sales 2.29bln (exp. 2.20bln).

Infineon (IFX GY) - Q1 (EUR) Revenue 3.66bln (exp. 3.62bln), EPS 0.19 (exp. 0.23); Q2 Revenue Outlook 3.8bln (exp. 3.81bln). FY26 Outlook: "revenue is still expected to rise moderately compared with the prior year". Investments are now planned at around EUR 2.7bln (prev. EUR 2.2bln).

Novartis (NOVN SW) - Q4 (USD): Core EPS 2.03 (exp. 1.99), Revenue 13.3bln (exp. 13.7bln), Adj. Op. Income 4.93bln (exp. 4.79bln).  Noted that Net sales -1% (cc, +1% USD), impacted by US generic erosion and revenue deduction adjustments. 2026 net sales expected to grow low single-digit and core operating income expected to decline low single-digit. 

Novo Nordisk (NOVOB DC) - FY25 (DKK): Sales 309.1bln (exp. 307.3bln). EPS 23.03 (exp. 22.99). Wegovy sales 79.1bln (exp.  78.2bln). Net income 102.4bln (prev. 100.4bln Y/Y). Op. profit 127.7bln (prev. 128.3bln Y/Y). Co. proposes DKK 7.95 final dividend for  2025, initiates DKK 15bln buyback. 2026 sales and operating profit outlook Sees 2026 sales at constant FX -5% to -13% (exp. -  1.39%).

Santander (SAN SM) - Q4 2025 (EUR): Net income 3.76bln (exp. 3.48bln), EPS 0.24 (exp. 0.22). FY: Total Income 58.7bln (exp.  61.9bln), CET 1 Ratio 13.5% (prev. 13.5% Y/Y). Elsewhere, Santander is to acquire Webster Financial (WBS) for USD 12.2bln.

Context

Beazley is up sharply after Zurich Insurance raised its takeover bid, while Novo Nordisk suffers a significant drop due to disappointing long-term sales outlook despite beating current sales expectations. This divergence indicates sector-specific pressures, with healthcare and banking reflecting contrasting themes of growth and challenges, which could influence overall market sentiment.

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