Wendel

ENXTPA:MF Lagerbericht

Marktkapitalisierung: €3.4b

Wendel Management

Management Kriterienprüfungen 2/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Laurent Mignon

Geschäftsführender

€6.5m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts20.11%
Amtszeit als Geschäftsführer3.7yrs
Eigentum des Geschäftsführersn/a
Durchschnittliche Amtszeit des Managements2.7yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder8.8yrs

Jüngste Management Updates

Recent updates

Analyseartikel Jun 18

Wendel (ENXTPA:MF) Stock Looks Cheap On Sales After Asset Management Board Appointment

Wendel (ENXTPA:MF) is back in focus after appointing Cyril Marie to its Executive Board as Executive Vice-President in charge of Asset Management, a move centered on the growing Wendel Investment Managers platform. See our latest analysis for Wendel. At a share price of €84.8, Wendel has a 90 day share price return of 12.84% and a 1 year total shareholder return of 5.14%. This points to improving momentum as recent management appointments refocus attention on the Wendel Investment Managers...
Narrative-Update Jun 18

MF: Index Exit And Portfolio Execution Will Support Future Rerating Potential

Analysts have kept their fair value estimate for Wendel steady at €106.67, making only slight technical adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E to reflect updated modelling assumptions rather than a shift in overall view. What’s in the News for Wendel Wendel was removed from the FTSE All-World Index (USD), according to index provider data.
Narrative-Update Jun 03

MF: Index Removal And Portfolio Execution Will Support Future Rerating Potential

Analysts now hold Wendel's fair value steady at €106.67 per share, with updated assumptions pointing to neutral valuation but reflecting meaningfully different views on discount rate, revenue growth, profit margin and future P/E that readers should track closely. What's in the News Wendel was removed from the FTSE All-World Index (USD), which can affect how index funds and some institutional investors gain exposure to the stock.
Narrative-Update May 18

MF: Index Exit And Portfolio Execution Will Support Future Rerating Potential

Analysts have trimmed their price target for Wendel from about €108.20 to roughly €106.70, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E multiples while keeping the overall thesis intact. What's in the News Wendel was removed as a constituent of the FTSE All-World Index (USD), which can influence how certain index-tracking funds and benchmarks gain exposure to the stock (Key Developments).
Narrative-Update Apr 17

MF: Discount Reset And Portfolio Execution Will Support Future Rerating Potential

Narrative update Analysts have trimmed their price target on Wendel to €108.20, reflecting slightly higher perceived risk that is now captured in a marginally lower discount rate and modestly adjusted long term P/E expectations, while leaving the underlying fair value estimate unchanged at €108.20. Analyst Commentary Recent research has focused less on changing the underlying fair value for Wendel and more on rebalancing how risk is priced into that view.
Narrative-Update Apr 03

MF: Discount Reset And Portfolio Execution Will Drive Future Upside Potential

Analysts have nudged their price target for Wendel to €108.20, a modest adjustment they link to updated assumptions around the group’s discount rate and long term P/E expectations following recent research moves, including a downgrade at Oddo BHF. Analyst Commentary Bullish Takeaways Bullish analysts see the revised €108.20 price target as still allowing room for upside if Wendel delivers on operational execution across its portfolio.
Narrative-Update Mar 19

MF: Discount Reset And Portfolio Execution Will Support Future Upside

Analysts have trimmed their price target on Wendel slightly from €108.40 to €108.20, citing revised assumptions on discount rates, revenue growth, profit margins and future P/E multiples following recent research updates and rating changes. Analyst Commentary Bullish Takeaways Bullish analysts still see support for Wendel's valuation near current levels, even with a slightly lower price target.
Narrative-Update Mar 05

MF: Downgrade And Higher Future P E Will Support Upside Potential

Analysts have adjusted their price target on Wendel to €108.40, reflecting updated assumptions for slightly higher revenue growth, a different profit margin profile and a much higher future P/E, particularly following recent downgrades highlighted in Street research. Analyst Commentary Recent Street research on Wendel has led to a downgrade, which sits in contrast to the higher price target and richer future P/E implied in the updated assumptions.
Narrative-Update Feb 19

MF: Potential Stahl Sale And Repriced Multiple Will Support Future Upside

Analysts have trimmed their price target on Wendel by about €2 to €108. They cite updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E multiples following recent research, including a downgrade by Oddo BHF.
Narrative-Update Feb 05

MF: Potential Stahl Sale Will Support Future Upside

Analysts have kept Wendel’s fair value estimate steady at €110.50, while slightly adjusting inputs such as the discount rate and assumed future P/E. This reflects updated views on the company’s risk profile and earnings multiple rather than a change in the headline price target.
Narrative-Update Jan 22

MF: Potential Stahl Sale And Portfolio Discipline Will Support Future Upside

Analysts have trimmed their fair value estimate for Wendel from €113.80 to €110.50. The change reflects slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in their updated models.
Narrative-Update Jan 07

MF: Portfolio Discipline And Monetizations Will Support Upside Despite Reduced Citi Optimism

Analysts now see slightly less upside for Wendel, with the consensus price target reduced from €118 to €111. This reflects updated views on the shares, while core valuation inputs such as fair value and long term assumptions remain largely unchanged.
Narrative-Update Dec 20

MF: Portfolio Discipline And Monetizations Will Narrow Discount And Drive Upside

Analysts have slightly reduced their price target on Wendel to EUR 111 from EUR 118, reflecting modestly softer long term revenue growth and profit margin assumptions while maintaining a positive view on the shares. Analyst Commentary Bullish analysts view the revised price target as still implying meaningful upside potential, arguing that the shares remain attractively valued relative to the company’s asset base and long term growth prospects.
Narrative-Update Dec 06

MF: Portfolio Monetizations Will Help Narrow Persistent Discount And Support Upside

Analysts have modestly reduced their price target on Wendel, trimming it from EUR 118 to EUR 111 as they fine tune their valuation assumptions despite largely unchanged growth and profitability expectations. Analyst Commentary Analysts interpret the lowered price target as a calibration of valuation assumptions rather than a fundamental shift in the investment case, with the Buy rating reaffirming a broadly constructive stance on Wendel.
Narrative-Update Nov 22

MF: Lower Discount Rate And Steady Margins Will Support Upside Potential

Narrative Update: Analyst Price Target Change for Wendel Analysts have raised their fair value estimate for Wendel from €112.25 to €113.80, citing updated assumptions on the discount rate and profit expectations based on recent market insights. Analyst Commentary Bullish Takeaways Bullish analysts maintain a positive outlook on Wendel, sustaining a Buy rating despite the recent adjustment of the price target.
Narrative-Update Nov 07

MF: Confidence In Sustainable Execution Will Likely Drive Shares Higher

Narrative Update on Wendel Analysts have slightly raised their fair value estimate for Wendel, increasing the price target from €111 to €112.25. This change is attributed to refinements in core financial assumptions, despite recent street research adjustments.
Narrative-Update Oct 24

Profit Margin Gains And Revenue Upside Will Drive Long-Term Share Performance

Narrative Update on Wendel: Analyst Price Target Adjustment Analysts have lowered their price target for Wendel from €117 to €111, citing a modest reduction in fair value estimates. This adjustment comes despite improved profit margin and revenue growth forecasts.
Analyseartikel Apr 25

Wendel (EPA:MF) Is Paying Out A Larger Dividend Than Last Year

The board of Wendel ( EPA:MF ) has announced that it will be paying its dividend of €4.70 on the 23rd of May, an...
Analyseartikel Apr 05

Wendel (EPA:MF) Is Increasing Its Dividend To €4.70

The board of Wendel ( EPA:MF ) has announced that the dividend on 23rd of May will be increased to €4.70, which will be...
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Neues Narrative Mar 02

Acquisitions Of IK Partners And Monroe Capital Will Diversify Asset Management Business

Strategic acquisitions and portfolio adjustments are enhancing Wendel's growth and cash flow, supporting increased dividend payouts and improving the company's financial health.
Analyseartikel Apr 08

Wendel (EPA:MF) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 70x Wendel ( EPA:MF ) may be sending very bearish signals at the moment...
Analyseartikel Dec 18

Subdued Growth No Barrier To Wendel's (EPA:MF) Price

With a median price-to-earnings (or "P/E") ratio of close to 15x in France, you could be forgiven for feeling...
Analyseartikel Aug 20

Market Cool On Wendel's (EPA:MF) Earnings

With a median price-to-earnings (or "P/E") ratio of close to 14x in France, you could be forgiven for feeling...
Analyseartikel Jun 10

Wendel's (EPA:MF) Dividend Will Be Increased To €3.20

The board of Wendel ( EPA:MF ) has announced that it will be paying its dividend of €3.20 on the 21st of June, an...
Analyseartikel May 25

Wendel (EPA:MF) Is Increasing Its Dividend To €3.20

Wendel ( EPA:MF ) will increase its dividend from last year's comparable payment on the 21st of June to €3.20. The...
Analyseartikel May 11

Wendel's (EPA:MF) Upcoming Dividend Will Be Larger Than Last Year's

Wendel ( EPA:MF ) will increase its dividend from last year's comparable payment on the 21st of June to €3.20. Based on...
Analyseartikel Apr 21

Wendel (EPA:MF) Is Increasing Its Dividend To €3.20

Wendel ( EPA:MF ) has announced that it will be increasing its dividend from last year's comparable payment on the 21st...
Analyseartikel Feb 19

Is Now The Time To Put Wendel (EPA:MF) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Mar 22

Wendel Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for Wendel ( EPA:MF ) shareholders, because the company has just released its latest yearly...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Laurent Mignon im Vergleich zu den Einnahmen von Wendel verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jun 30 2026n/an/a

-€97m

Mar 31 2026n/an/a

-€138m

Dec 31 2025€6m€1m

-€179m

Jun 30 2025n/an/a

-€88m

Mar 31 2025n/an/a

-€229m

Dec 31 2024€5m€1m

-€371m

Sep 30 2024n/an/a

-€318m

Jun 30 2024n/an/a

-€265m

Mar 31 2024n/an/a

-€104m

Dec 31 2023€5m€1m

€58m

Sep 30 2023n/an/a

€133m

Jun 30 2023n/an/a

€209m

Mar 31 2023n/an/a

€113m

Dec 31 2022€5m€103k

€17m

Vergütung im Vergleich zum Markt: LaurentDie Gesamtvergütung ($USD7.48M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt French ($USD2.45M).

Entschädigung vs. Einkommen: LaurentDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.


Geschäftsführer

Laurent Mignon (63 yo)

3.7yrs
Amtszeit
€6,464,779
Vergütung

Mr. Laurent Mignon is Independent Director of TotalEnergies SE from May 23, 2025. Mr. Mignon serves as Independent Director of LVMH Moët Hennessy - Louis Vuitton, Société Européenne since April 20, 2023. H...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Laurent Mignon
Group CEO & Chairman of the Executive Board3.7yrs€6.46mkeine Daten
David Darmon
Deputy CEO & Member of Executive Board6.9yrs€4.12mkeine Daten
Harper Mates
MD, CEO of Wendel NA & Employee Representative Member of Supervisory Boardless than a yearkeine Daten0.037%
€ 1.2m
Benoit Drillaud
Chief Financial Officer3.3yrskeine Datenkeine Daten
Cyril Marie
Executive VP of Asset Management & Member of Executive Boardless than a yearkeine Datenkeine Daten
Sébastien Metzger
General Counselless than a yearkeine Datenkeine Daten
Christine Anglade-Pirzadeh
Director of Communications14.8yrskeine Datenkeine Daten
Laure Delabeye
Director of Human Resources & Services2.1yrskeine Datenkeine Daten
Jérôme Michiels
Executive Vice President14.6yrskeine Datenkeine Daten
Nabil Bennis
Head of Valuation & Investment Strategy Performance Monitoringless than a yearkeine Datenkeine Daten
Anne Sophie Kerfant
Tax Directorno datakeine Datenkeine Daten
2.7yrs
Durchschnittliche Betriebszugehörigkeit
52yo
Durchschnittliches Alter

Erfahrenes Management: MFDas Führungsteam des Unternehmens gilt als erfahren (2.7 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Harper Mates
MD, CEO of Wendel NA & Employee Representative Member of Supervisory Board5.6yrskeine Daten0.037%
€ 1.2m
Nicolas Ver Hulst
Chairman of the Supervisory Board9.3yrs€360.00k0.0027%
€ 90.1k
Franca Benetton
Independent Member of Supervisory Board8.3yrs€70.00k0.0013%
€ 43.5k
Francois de Mitry
Member of Supervisory Board21.3yrs€69.00k0.0077%
€ 260.5k
Thomas de Villeneuve
Member of Supervisory Board6.1yrs€72.30k0.0013%
€ 43.5k
William Torchiana
Independent Member of the Supervisory Board4.2yrs€114.50k0.0051%
€ 173.5k
Fabienne Lecorvaisier
Independent Member of the Supervisory Board3.2yrs€84.50k0.0013%
€ 43.5k
Gervais Gilles Pellissier
Independent Vice-Chairman & Lead Member of the Supervisory Board11.2yrs€145.00k0.0013%
€ 43.5k
Humbert de Wendel
Member of Supervisory Board15.3yrs€80.00k0.25%
€ 8.3m
Sophie Parise
Employee Representative Member of Supervisory Board7.9yrskeine Daten0.014%
€ 481.9k
Benedicte Coste
Member of Supervisory Board13.3yrs€80.00k0.0027%
€ 92.1k
Priscilla de Moustier
Member of Supervisory Board13.3yrs€110.00k0.37%
€ 12.4m
8.8yrs
Durchschnittliche Betriebszugehörigkeit
65.5yo
Durchschnittliches Alter

Erfahrener Vorstand: MFDie Vorstandsmitglieder gelten als erfahren (8.8 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/09 18:53
Aktienkurs zum Tagesende2026/08/07 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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 Weltklasse-Team, 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

Wendel wird von 11 Analysten beobachtet. 4 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.

AnalystEinrichtung
Gerhard OrgonasBerenberg
Grégoire HermannBerenberg
Mourad LahmidiBNP Paribas