BASF SE

Informe acción XTRA:BAS

Capitalización de mercado: €46.6b

BASF Dividendos y recompras

Dividendo controles de criterios 1/6

BASF es una empresa que paga dividendos con una rentabilidad actual de 4.21%.

Información clave

4.2%

Rentabilidad por dividendo

1.8%

Rendimiento de la recompra

Rendimiento total para el accionista6.0%
Rendimiento futuro de los dividendos4.6%
Crecimiento de los dividendos-0.6%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago132%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización del análisis May 09

BAS: Policy Support And Weak Earnings Visibility Will Restrain Future Upside Potential

Analysts have moved the BASF fair value estimate slightly lower to €36.00, while recent price target increases from several banks reflect updated views on margins, discount rate assumptions and a more moderate future P/E of 14.0x. Analyst Commentary Recent Street research paints a mixed picture for BASF, with several price target increases sitting alongside fresh downgrades and more cautious language around valuation and earnings visibility.
Actualización del análisis Apr 22

BAS: Policy Hopes And Weak 2025 Guidance Will Limit Upside Potential

Analysts have made only a small adjustment to the price target for BASF, lifting it by about €0.05. They are balancing recent upgrades and target hikes from several banks with more cautious views that highlight valuation concerns and limited earnings visibility.
Actualización del análisis Apr 07

BAS: Policy Support And Carbon Tax Deferral Will Drive Future Upside Potential

The analyst fair value estimate for BASF has been adjusted from €62.00 to €63.00, with analysts pointing to slightly higher assumed revenue growth, a modestly stronger profit margin profile, a lower discount rate, and a small uplift in future P/E assumptions, supported by a mix of recent target increases, upgrades, and downgrades across the Street. Analyst Commentary Recent research on BASF has been mixed, but there is a clear group of bullish analysts who see room for upside, reflected in a series of upgrades and higher price targets clustered around the €48 to €56 range and above.
Actualización del análisis Mar 24

BAS: Policy Hopes And Weak 2025 Guidance Will Constrain Share Price Upside

The analyst price target for BASF has been reduced by €2 to €36 to reflect a slightly lower fair value estimate, as analysts balance recent rating changes and mixed views on earnings visibility and valuation across the Street. Analyst Commentary Recent research on BASF reflects a split view, with some firms lifting ratings and targets while others question how sustainable the current valuation and earnings outlook might be.
Actualización del análisis Mar 09

BAS: Policy Support And Carbon Tax Deferral Will Shape Future Earnings Visibility

Narrative Update The consolidated analyst price target for BASF has shifted to €54, with this adjustment reflecting a mix of recent upgrades and downgrades as analysts evaluate policy support, valuation concerns, and earnings visibility. Analyst Commentary Recent research shows a split tape on BASF, but there is a clear cluster of bullish analysts converging around the new €54 consolidated target, even as some more cautious voices highlight valuation and earnings risks.
Actualización del análisis Feb 22

BAS: Policy Support And Carbon Tax Deferral Will Shape Earnings Outlook

Narrative update on BASF The analyst price target for BASF has been adjusted to €62.00 per share. Analysts point to mixed recent ratings activity, concerns about earnings visibility and valuation, and the influence of policy support and stimulus on sentiment rather than fundamentals.
Actualización del análisis Feb 08

BAS: Coatings Exit And Portfolio Actions Will Shape Balanced Medium-Term Outlook

Analysts have nudged their fair value estimate for BASF up from €48.13 to €48.50, reflecting refreshed assumptions on revenue growth, profit margins and P/E multiples, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable fine tuning fair value rather than making wholesale changes, which can signal that they see current assumptions on revenue, margins and P/E as broadly reasonable.
Actualización del análisis Jan 25

BAS: Weak 2025 Guidance Will Limit Upside Despite Planned Share Buyback

Analysts have kept their fair value estimate for BASF steady at €38.00. With slightly revised assumptions for discount rate, revenue growth, profit margin and future P/E, they frame this as a recalibration of how the same price target is supported rather than a change in where they think the shares should trade.
Actualización del análisis Jan 11

BAS: Coatings Sale And Portfolio Moves Will Anchor Medium-Term Upside Potential

Analysts have nudged their price target for BASF slightly higher to €52. This reflects updated assumptions on fair value and future P/E, supported by recent Street research that highlights the coatings sale price as ahead of expectations.
Actualización del análisis Dec 25

BAS: Coatings Sale Will Leave Limited Upside As Cyclical Headwinds Persist

Analysts have modestly raised their price target on BASF to EUR 52.00, citing a more favorable margin outlook supported by the sale price achieved for the coatings business, which came in ahead of expectations. Analyst Commentary While the latest coverage restart with a Buy rating and a EUR 52 price target underscores improved confidence in BASF's margin trajectory, sentiment across the broader analyst community remains mixed.
Actualización del análisis Dec 11

BAS: Coatings Divestiture And Buyback Program Will Support Medium-Term Upside

Analysts have modestly raised their price target for BASF to EUR 52, citing a stronger than expected valuation for the coatings divestiture and a higher anticipated future P/E multiple, despite slightly slower revenue growth and lower margin assumptions. Analyst Commentary Analyst feedback on BASF reflects a predominantly constructive outlook following the coatings divestiture and the reset in valuation expectations.
Actualización del análisis Nov 27

BAS: Upcoming Coatings Sale And Industry Headwinds Will Influence Medium-Term Performance

The analyst price target for BASF was revised slightly downward from €48.33 to €48.03, as analysts cite incrementally softer revenue growth and profit margin assumptions, despite positive views on the company's recent business developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding BASF’s future performance.
Actualización del análisis Nov 11

BAS: Recent Asset Sale And Industry Uncertainty Will Shape Medium-Term Outlook

Analysts have revised BASF's fair value price target slightly lower from €49.18 to €48.33. They cite more tempered expectations for revenue growth and future earnings, even as they acknowledge positive signals such as the successful sale of its coatings business.
Actualización del análisis Oct 28

Asset Sales Momentum And Recovery Outlook Will Shape Ag Unit’s Market Debut

Analysts have raised their fair value estimate for BASF slightly to €49.18 from €49.08, citing outperformance in asset sales and an improving demand outlook in European chemicals as key reasons for the upward adjustment. Analyst Commentary Recent analyst updates have provided a detailed view of the evolving sentiment around BASF, highlighting both upside catalysts and remaining risks for investors to consider.
Actualización del análisis Oct 14

Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value

Analysts have lowered their price target for BASF from €49.88 to €49.08. They cite tempered revenue growth projections, a slight decline in profit margins, and a higher discount rate, despite expectations for improved chemical demand in Europe over the coming years.
Artículo de análisis Sep 06

Are Investors Undervaluing BASF SE (ETR:BAS) By 31%?

Key Insights BASF's estimated fair value is €63.91 based on 2 Stage Free Cash Flow to Equity BASF's €43.81 share price...
Artículo de análisis Aug 19

BASF (ETR:BAS) Has A Pretty Healthy Balance Sheet

XTRA:BAS 1 Year Share Price vs Fair Value Explore BASF's Fair Values from the Community and select yours The external...
Artículo de análisis Jun 21

Should You Investigate BASF SE (ETR:BAS) At €41.48?

BASF SE ( ETR:BAS ) received a lot of attention from a substantial price movement on the XTRA over the last few months...
Artículo de análisis May 30

BASF SE (ETR:BAS) Not Lagging Industry On Growth Or Pricing

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Chemicals industry in Germany, you could be...
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Nuevo análisis Nov 07

Global Restructuring And Expansion Power Growth Amidst Industry Challenges

Cost-saving programs and restructuring efforts are expected to improve competitiveness and profitability through enhanced net margins and reduced operational costs.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de BAS ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de BAS ha disminuido en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de BASF vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de BAS con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (BAS)4.2%
Suelo de mercado 25% (DE)1.5%
Techo de mercado 25% (DE)4.6%
Media de la industria (Chemicals)3.7%
Analista de previsiones (BAS) (hasta 3 años)4.6%

Dividendo destacado: El dividendo de BAS(4.21%) es más alto que el 25% inferior de los pagadores de dividendos del mercado German (1.52%).

Alto dividendo: El (4.21%) del dividendo de BAS es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado German (4.57%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su elevado ratio de pago (132.3%), los pagos de dividendos de BAS no están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su elevado ratio de pago en efectivo (111.2%), los pagos de dividendos de BAS no están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 09:26
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BASF SE está cubierta por 44 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Konstantin WiechertBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.