Oakmark Global Fund Added BNP Paribas SA (BNPQY) on a Dip
In its second quarter 2025 investor letter, Oakmark Global Fund highlighted stocks such as BNP Paribas SA (OTC:BNPQY). BNP Paribas SA (OTC:BNPQY) is a financial services company that offers various banking and financial products and services. The one-month return of BNP Paribas SA (OTC:BNPQY) was 2.48%, and its shares gained 31.83% of their value over the last 52 weeks. On July 14, 2025, BNP Paribas SA (OTC:BNPQY) stock closed at $44.87 per share with a market capitalization of $101.414 billion.
Oakmark Global Fund stated the following regarding BNP Paribas SA (OTC:BNPQY) in its second quarter 2025 investor letter:
"BNP Paribas SA (OTC:BNPQY) is one of the world's largest banks with operations in more than 60 countries and the largest in Europe. We like that BNP is a highly diversified business with a best-in-class deposit franchise. In our view, the bank is well-positioned for profitable growth as it focuses on optimizing high-potential business segments, executing value-accretive acquisitions, and driving operating leverage via con tinued cost control. Despite strong fundamental results, the stock trades at a discount to our estimate of intrinsic value due to French macro concerns, manageable regulatory uncertainty, and a lower interest rate environment. This created the opportunity to purchase shares in a well-managed company with strong underlying profitability and meaningful upside potential that should be a relative beneficiary in a falling rate environment."
A businessperson in a suit shaking hands to seal a deal, symbolizing the company's corporate banking services.
BNP Paribas SA (OTC:BNPQY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the potential of BNPQY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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