Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Santos
Historische Aktienkurse
Aktueller Aktienkurs	AU$8.73
52-Wochen-Hoch	AU$8.75
52-Wochen-Tief	AU$5.90
Beta	-0.088
1 Monat Veränderung	8.45%
3 Monate Veränderung	19.10%
1 Jahr Veränderung	14.12%
3 Jahre Veränderung	13.38%
5 Jahre Veränderung	38.35%
Veränderung seit IPO	198.98%

Aktuelle Nachrichten und Updates

Narrative-Update • Sep 04

STO: Future Returns Will Depend On Dividend Discipline And Project Execution

Analysts have lifted their price target on Santos slightly, with fair value moving from A$8.54 to A$8.80. The increase reflects updated assumptions around profit margins, revenue growth and future P/E expectations.

Narrative-Update • Aug 21

STO: Fair Outlook As Papua LNG And Alaska Oil Underpin Rebased Expectations

Analysts have raised their Santos price target by A$0.23, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and a lower future P/E multiple in their models. What's in the News for Santos Santos is targeting a final investment decision on the Papua LNG project in Papua New Guinea in the December quarter, following the recent completion of two multibillion dollar projects in Australia and Alaska.

Recent updates

Narrative-Update • Sep 04

STO: Future Returns Will Depend On Dividend Discipline And Project Execution

Narrative-Update • Aug 21

STO: Fair Outlook As Papua LNG And Alaska Oil Underpin Rebased Expectations

Narrative-Update • Aug 07

STO: Future Upside Will Depend On Barossa And Pikka Project Execution

Analysts have trimmed their price target for Santos to A$8.54 from A$9.09 as they factor in slightly lower revenue growth and profit margin assumptions, along with a modestly higher P/E outlook. What’s in the News for Santos Santos shipped the first sales cargo of condensate from the Barossa gas project in the Northern Territory to SK Incheon Petrochem’s refinery in South Korea, with about 300,000 barrels in the inaugural load.

Neues Narrative • Jul 25

Is Santos Cooking with Gas?

At A$9.427 per share, Santos (ASX: STO) appears reasonably valued when considering its existing operations and the expected contribution from the Barossa and Pikka projects. Santos reported 2025 revenue of US$4.9 billion, underlying profit of US$898 million and free cash flow of US$1.8 billion.

Narrative-Update • Jul 24

STO: Higher Fair Value View Will Rely On Barossa Project Delivery

Analysts have raised their fair value estimate for Santos from A$9.63 to A$10.69, citing updated assumptions for revenue growth, profit margins and future P/E that support a higher price target. What’s in the News for Santos The Australian federal government has announced a mandatory east coast gas reservation from July 2027, requiring large LNG exporters such as Santos to reserve 20% of production for the domestic market, according to recent reporting.

Narrative-Update • Jul 10

STO: Fair Outlook As Barossa Progress Supports Rebased Earnings Expectations

Analysts have adjusted their price target on Santos to A$7.65 from A$5.95, reflecting updated assumptions around revenue growth, profit margins and the stock’s future P/E profile. What’s in the News for Santos Santos shares moved sharply on July 8, 2026, with the stock up 5.78%, as investors reacted to progress at the Barossa gas development project, according to recent news reports.

Narrative-Update • Jun 26

STO: Future Returns Will Hinge On Papua LNG Sanction And Cash Generation

Analysts have modestly lifted their Santos price target to A$9.09 from A$8.81, reflecting updated assumptions around fair value, profit margins and future P/E expectations. What’s in the News for Santos Santos reports strong quarterly production, with first oil achieved at Pikka Phase 1 in Alaska and initial LNG cargoes shipped from the Barossa project, supporting its maintained full-year 2026 production guidance.

Analyseartikel • Jun 16

Santos (ASX:STO) Shares Could Be 16.2% Undervalued After Pikka First Oil

Santos (ASX:STO) is back in focus after reaching first oil at the Alaska Pikka project, a milestone that puts the upcoming third quarter production ramp and the company’s debt reduction plans under closer investor scrutiny. See our latest analysis for Santos. Despite the Pikka milestone and focus on higher production, Santos shares have eased in recent weeks, with a 30 day share price return of 5.46% and a 1 year total shareholder return of 0.62%. This suggests momentum has cooled after a...

Narrative-Update • Jun 06

STO: Future Returns Will Depend On Papua LNG Sanction And Cash Flow

Analysts have adjusted their A$ fair value estimate for Santos to A$8.81, a move supported by updated views on revenue growth, profit margins, and the stock's forward P/E profile. What's in the News Santos has reaffirmed its full year 2026 guidance, with recent updates pointing to higher quarterly production and stable free cash flow generation.

Narrative-Update • May 01

STO: Future Returns Will Depend On Low Costs And Papua LNG Execution

Analysts have nudged their price target on Santos higher to A$8.59 from A$8.56, citing updated fair value work that reflects its low cost operating model and planned production growth, supported by expectations around Papua LNG reaching final investment decision by mid 2026. Analyst Commentary Analysts reacting to the recent update on Santos are highlighting both supports and pressure points for the equity story, with views clustering around execution on growth projects, cash generation and how much of the medium term outlook is already reflected in the share price.

Narrative-Update • Apr 16

STO: Future Upside Will Rely On Low Costs And Papua LNG Progress

Analysts have nudged their price targets for Santos higher, with fair value moving from A$8.49 to A$8.56. This reflects updated assumptions around revenue growth, margins and production outlook tied to recent research that highlights Santos' low cost model and planned production expansion supported by progress at Papua LNG.

Narrative-Update • Apr 02

STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk

The analyst fair value estimate for Santos has shifted from A$7.95 to A$8.49. The change is linked to recent upgrades that highlight the company's low cost model and planned production growth as key supports for higher price targets around A$7.30 to A$7.50.

Narrative-Update • Mar 11

STO: Future Returns Will Reflect Low Costs And Asset Review Execution Risk

Analysts have lifted their average price target for Santos to about A$7.95, up from roughly A$7.55, citing a solid in line result, expectations for more than 25% production growth by 2027 and a supportive low cost operating model, along with updated Street views that factor in more moderate assumptions for future commodity prices. Analyst Commentary Bullish Takeaways Bullish analysts point to Santos' low cost operating model as a key support for margins and cash generation potential, which they see as helping to underpin the higher A$7.30 to A$7.50 price targets.

Neues Narrative • Mar 06

Santos: Undervalued After Takeover Fallout

Santos (ASX: STO) experienced a sharp share price drop after the failed A$36 billion takeover by a consortium led by ADNOC. While the deal’s withdrawal removed a near-term premium, it highlighted the strategic value of Santos’ LNG and gas assets.

Narrative-Update • Feb 25

STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk

The analyst price target for Santos has moved from A$6.75 to A$7.50, with analysts pointing to a solid in line result, a low cost operating model, and expectations for production growth and Papua LNG progress as key supports for the higher fair value and slightly adjusted discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move in price targets to A$7.30 to A$7.50 as better aligning the stock with their updated fair value assumptions after a solid in line result and a reaffirmed low cost operating model.

Narrative-Update • Feb 10

STO: Future Returns Will Reflect Less Bearish 2026 Commodity Assumptions

Narrative Update on Santos Analysts have trimmed their Santos price target slightly to A$7.29 from A$7.38, reflecting updated views on fair value, discount rate and future P/E as they factor in expectations for 2026 oil and gas prices that are less bearish than broader consensus. Analyst Commentary Recent research has seen a shift in tone around Santos, with bullish analysts lifting their stance even while building in lower oil and gas price assumptions for 2026.

Narrative-Update • Jan 26

STO: Future Share Momentum Will Reflect Less Bearish 2026 Commodity Assumptions

Analysts have trimmed their price target on Santos to about A$7.38 from roughly A$7.56, reflecting updated assumptions for slightly softer revenue growth and profit margins, along with a modestly higher expected future P/E. They still view the shares more positively relative to consensus expectations for oil and gas prices into 2026.

Narrative-Update • Jan 12

STO: Future Share Momentum Will Reflect Firmer 2026 Pricing Expectations

Analysts have nudged their fair value estimate for Santos to A$7.56 from A$7.53, reflecting slightly higher assumptions for revenue growth, profit margins and future P/E, as some now expect oil and gas prices in 2026 to be less weak than broader forecasts. Analyst Commentary Bullish Takeaways Bullish analysts view the upgrade alongside a A$7.30 price target as support for the revised fair value, suggesting current assumptions on revenue growth, margins and P/E are within a range some investors may find reasonable.

Narrative-Update • Dec 14

STO: Future Share Momentum Will Reflect Takeover Clarity And Rising Free Cash Flows

Analysts have trimmed their price target for Santos by A$0.29 to A$7.53, reflecting a slightly lower fair value and profit margin outlook, while also highlighting improving long term free cash flow prospects and a supportive valuation following the withdrawal of the XRG takeover proposal. Analyst Commentary Bullish Takeaways Bullish analysts see the withdrawal of the XRG takeover proposal as removing a key overhang, allowing the market to refocus on Santos fundamentals and intrinsic valuation support.

Narrative-Update • Nov 28

STO: Share Momentum Expected As Takeover Uncertainty Ends And Cash Flows Improve

Analysts have slightly raised their price target for Santos from A$7.77 to A$7.82. They highlight an improved outlook following the withdrawal of the XRG consortium’s takeover bid and expectations for increased free cash flow as major projects advance.

Narrative-Update • Nov 14

STO: Free Cash Flow Growth Expected As Key Projects Reach Completion

The analyst price target for Santos has increased slightly from A$7.76 to A$7.77. This reflects analysts' view that the withdrawal of a takeover proposal and expectations for improved cash flow from major projects support a higher valuation.

Narrative-Update • Oct 31

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

The analyst price target for Santos has been modestly reduced from A$7.88 to A$7.76. Analysts are factoring in adjusted expectations for revenue growth and profit margins following the withdrawal of the XRG takeover proposal and continued focus on future project execution.

Narrative-Update • Oct 17

Barossa LNG And CCS Initiatives Will Drive Future Energy Transition

Analysts have trimmed their average price target for Santos from A$8.10 to A$7.88. This reflects more cautious assumptions on revenue growth and profit margins.

Narrative-Update • Oct 03

Barossa LNG And CCS Initiatives Will Drive Future Energy Transition

Analysts have revised Santos' fair value estimate downward from A$8.37 to A$8.10. This change reflects updated expectations for stronger revenue growth and profit margins, along with sector valuation considerations after the XRG takeover proposal was withdrawn.

Narrative-Update • Sep 16

Barossa LNG And CCS Initiatives Will Drive Future Energy Transition

Analysts have lowered Santos’s price target from A$8.51 to A$8.37 primarily due to concerns over risks to the completion of XRG's acquisition proposal. Analyst Commentary Bearish analysts cite potential risks to the completion of XRG's acquisition proposal as a reason for the downgrade and reduced price target.

Narrative-Update • Aug 27

Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029

Analysts have revised Santos’ price target upward to A$8.58, primarily reflecting concerns over risks to the XRG acquisition proposal, which has prompted a more cautious outlook. Analyst Commentary Concern over potential risks to XRG's acquisition proposal completing, leading to a more cautious outlook and lower price target.

Neues Narrative • Feb 23

Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029

Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs.

Aktionärsrenditen

	STO	AU Oil and Gas	AU Markt
7D	2.5%	-1.0%	-2.9%
1Y	14.1%	22.1%	-3.7%

Rendite im Vergleich zur Industrie: STO unter dem Niveau der Branche Australian Oil and Gas , die im vergangenen Jahr eine Rendite von 22.1% erzielte.

Rendite vs. Markt: STO übertraf den Markt Australian, der im vergangenen Jahr eine Rendite von -3.7 erzielte.

Preisvolatilität

Is STO's price volatile compared to industry and market?
STO volatility
STO Average Weekly Movement	3.5%
Oil and Gas Industry Average Movement	10.5%
Market Average Movement	9.5%
10% most volatile stocks in AU Market	16.5%
10% least volatile stocks in AU Market	3.8%

Stabiler Aktienkurs: STO hatte in den letzten 3 Monaten im Vergleich zum Australian -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: STODie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

Gegründet	Mitarbeiter	CEO	Website
1954	4,028	Kevin Gallagher	www.santos.com

Santos Limited erkundet, entwickelt, produziert, transportiert und vermarktet Kohlenwasserstoffe in Australien und Papua-Neuguinea. Die Anlagen des Unternehmens befinden sich in Alaska, im Cooper Basin, in Queensland und Neusüdwales, in Papua-Neuguinea, Nordaustralien, Timor-Leste und Westaustralien. Es beschäftigt sich auch mit der Entwicklung von Dekarbonisierungstechnologien.

Santos Limited's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Santos im Vergleich zum Marktanteil des Unternehmens?
STO grundlegende Statistiken
Marktanteil	AU$27.70b
Gewinn(TTM)	AU$1.03b
Umsatz(TTM)	AU$6.99b

27.5x

Kurs-Gewinn-Verhältnis

4.0x

Kurs-Umsatz-Verhältnis

Ist STO zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
STO Gewinn- und Verlustrechnung (TTM)
Einnahmen	US$4.98b
Kosten der Einnahmen	US$3.60b
Bruttogewinn	US$1.38b
Sonstige Ausgaben	US$643.00m
Gewinn	US$734.00m

Zuletzt gemeldete Gewinne

Jun 30, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)	0.23
Bruttomarge	27.65%
Nettogewinnspanne	14.74%
Schulden/Eigenkapital-Verhältnis	38.0%

Wie hat sich STO auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

3.8%

Aktuelle Dividendenrendite

88%

Ausschüttungsquote

Zahlt STO eine zuverlässige Dividende?

Siehe STO Dividendenhistorie und Benchmarks

Bis wann müssen Sie STO kaufen, um eine kommende Dividende zu erhalten?
Santos Dividendentermine
Ex-Dividenden Datum	Aug 24 2026
Datum der Dividendenzahlung	Sep 23 2026
Tage bis Ex-Dividende	24 days
Tage bis zum Datum der Dividendenzahlung	6 days

Zahlt STO eine zuverlässige Dividende?

Siehe STO Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

Daten	Zuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse	2026/09/16 16:29
Aktienkurs zum Tagesende	2026/09/16 00:00
Gewinne	2026/06/30
Jährliche Einnahmen	2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

Paket	Daten	Zeitrahmen	Beispiel US-Quelle ^*
Finanzdaten des Unternehmens	10 Jahre	Gewinn- und Verlustrechnung Kapitalflussrechnung Bilanz	SEC-Formular 10-K SEC-Formular 10-Q
Konsensschätzungen der Analysten	+3 Jahre	Finanzielle Vorausschau Kursziele der Analysten	Analysten Research Berichte Blue Matrix
Marktpreise	30 Jahre	Aktienkurse Dividenden, Splits und Aktionen	ICE-Marktdaten SEC-Formular S-1
Eigentümerschaft	10 Jahre	Top-Aktionäre Insiderhandel	SEC-Formular 4 SEC-Formular 13D
Verwaltung	10 Jahre	Das Führungsteam Direktorium	SEC-Formular 10-K SEC-Formular DEF 14A
Wichtige Entwicklungen	10 Jahre	Ankündigungen des Unternehmens	SEC-Formular 8-K

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Santos Limited wird von 20 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

Analyst	Einrichtung
Uwan Minogue	Barrenjoey Markets Pty Limited
Dale Koenders	Barrenjoey Markets Pty Limited
NEIL BEVERIDGE	Bernstein

Santos (STO) Aktienübersicht

Belohnungen

Risikoanalyse

Analyst Price Targets

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

LNG Production Expansion And Carbon Capture Will Support Stable Long-Term Earnings Outlook

Asian LNG Demand And CCS Leadership Will Drive Powerful Long Term Upside Potential

Top Community Narratives

Is Santos Cooking with Gas?

Santos: Undervalued After Takeover Fallout

Top Community Narratives

Top Analyst Narratives

Is Santos Cooking with Gas?

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

Santos: Undervalued After Takeover Fallout

LNG Production Expansion And Carbon Capture Will Support Stable Long-Term Earnings Outlook

Asian LNG Demand And CCS Leadership Will Drive Powerful Long Term Upside Potential

Santos Limited Wettbewerber

Woodside Energy Group

Beach Energy

Karoon Energy

Horizon Oil

Preisentwicklung & Leistung

Aktuelle Nachrichten und Updates

STO: Future Returns Will Depend On Dividend Discipline And Project Execution

Korea Gas Corporation (KOSE:A036460), PETRONAS Australia Pty Limited, Santos Limited (ASX:STO) and TotalEnergies SE (ENXTPA:TTE) entered into binding agreements to acquire Greater Meridian CSG project from Mitsui E&P Australia Pty Ltd and WestSide Corporation Limited for AUD 430 million.

Santos Limited Announces Interim Dividend Payment for Six Months Ended June 30, 2026, Payable on 23 September 2026

STO: Fair Outlook As Papua LNG And Alaska Oil Underpin Rebased Expectations

First half dividend of US$0.12 announced

First half 2026 earnings: EPS and revenues miss analyst expectations

Recent updates

STO: Future Returns Will Depend On Dividend Discipline And Project Execution

Korea Gas Corporation (KOSE:A036460), PETRONAS Australia Pty Limited, Santos Limited (ASX:STO) and TotalEnergies SE (ENXTPA:TTE) entered into binding agreements to acquire Greater Meridian CSG project from Mitsui E&P Australia Pty Ltd and WestSide Corporation Limited for AUD 430 million.

Santos Limited Announces Interim Dividend Payment for Six Months Ended June 30, 2026, Payable on 23 September 2026

STO: Fair Outlook As Papua LNG And Alaska Oil Underpin Rebased Expectations

First half dividend of US$0.12 announced

First half 2026 earnings: EPS and revenues miss analyst expectations

New minor risk - Earnings quality

Santos Ships First Oil Cargo From Alaska’s Pikka Project as Output Ramps Up

Santos Limited to Report First Half, 2026 Results on Aug 19, 2026

STO: Future Upside Will Depend On Barossa And Pikka Project Execution

Santos Lowers 2026 Output Range Despite Barossa and Pikka Project Progress

Is Santos Cooking with Gas?

STO: Higher Fair Value View Will Rely On Barossa Project Delivery

STO: Fair Outlook As Barossa Progress Supports Rebased Earnings Expectations

STO: Future Returns Will Hinge On Papua LNG Sanction And Cash Generation

Santos Limited Appoints Kate Vidgen as Independent Non-Executive Director Effective 17 June 2026

Santos (ASX:STO) Shares Could Be 16.2% Undervalued After Pikka First Oil

Santos Targets Higher Oil and LNG Output as Pikka and Barossa Projects Reach Key Milestones

STO: Future Returns Will Depend On Papua LNG Sanction And Cash Flow

Santos Reaffirms 2026 Outlook as Key LNG and Oil Projects Hit Crucial Milestones

STO: Future Returns Will Depend On Low Costs And Papua LNG Execution

STO: Future Upside Will Rely On Low Costs And Papua LNG Progress

Consensus EPS estimates increase by 11%

STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk

Consensus EPS estimates increase by 15%

Santos Limited, Annual General Meeting, Apr 16, 2026

STO: Future Returns Will Reflect Low Costs And Asset Review Execution Risk

Consensus EPS estimates increase by 27%

MD, CEO & Director recently sold AU$5.6m worth of stock

Santos: Undervalued After Takeover Fallout

STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk

Final dividend of US$0.10 announced

Full year 2025 earnings released: EPS: US$0.25 (vs US$0.38 in FY 2024)

Santos Limited Provides Production and Sales Volume Guidance for the Year 2026

STO: Future Returns Will Reflect Less Bearish 2026 Commodity Assumptions

STO: Future Share Momentum Will Reflect Less Bearish 2026 Commodity Assumptions

Consensus EPS estimates fall by 13%

STO: Future Share Momentum Will Reflect Firmer 2026 Pricing Expectations

Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025

STO: Future Share Momentum Will Reflect Takeover Clarity And Rising Free Cash Flows

STO: Share Momentum Expected As Takeover Uncertainty Ends And Cash Flows Improve

STO: Free Cash Flow Growth Expected As Key Projects Reach Completion

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

Barossa LNG And CCS Initiatives Will Drive Future Energy Transition

Barossa LNG And CCS Initiatives Will Drive Future Energy Transition

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).

Barossa LNG And CCS Initiatives Will Drive Future Energy Transition

Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029

First half dividend of US$0.12 announced