Acciona, S.A.

Informe acción BME:ANA

Capitalización de mercado: €13.2b

Acciona Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Acciona ha aumentado sus beneficios a una tasa media anual de 11.1%, mientras que los beneficios de la industria de Electric Utilities han experimentado un crecimiento de 16.2% anual. Los ingresos han ido creciendo a una tasa media de 23.8% al año. La rentabilidad financiera de Acciona es de 18%, y sus márgenes netos son de 3.7%.

Información clave

11.09%

Tasa de crecimiento de los beneficios

11.16%

Tasa de crecimiento del BPA

Crecimiento de la industria Electric Utilities 11.41%
Tasa de crecimiento de los ingresos23.76%
Rentabilidad financiera17.96%
Margen neto3.74%
Próxima actualización de resultados07 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

ANA: Downgrade And Limited Catalysts Will Restrain Future Share Performance

Acciona's analyst price target remains unchanged at €183.47, as analysts point to only marginal adjustments to discount rate assumptions after a recent downgrade to Reduce. Analyst Commentary Recent research points to a more cautious stance on Acciona, with the unchanged €183.47 price target reflecting only limited tweaks to discount rate assumptions rather than a major shift in the fundamental view.

ANA: Higher Fair Value And Downgrade Will Constrain Future Equity Returns

Analysts have raised their fair value estimate for Acciona by about €9 to €183, reflecting revised assumptions on revenue growth, margins and a slightly lower discount rate, even as recent research includes both a higher price target and a rating downgrade. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of €183 as support for a more constructive view on Acciona's long term earnings power and project pipeline.

ANA: Future Margin Confidence Will Reflect Mixed Rating Shift And Stable Fair Value

Analysts keep the fair value estimate for Acciona steady at €225.0, with a small adjustment to the discount rate and updated views from recent research, including a downgrade to Reduce and a €10 increase in one price target, shaping the latest price target rationale. Analyst Commentary Recent research on Acciona shows a mix of views, with the fair value estimate held steady at €225.0 and opinions split on the near term share price path.

ANA: Mixed Rating Signals Will Shape Future Margin And Discount Rate Confidence

Acciona's analyst price target has shifted from €202.00 to €225.00, with analysts attributing this change to updated views on discount rates, profit margins and future P/E assumptions. Recent research has been mixed, including a downgrade to Reduce and a separate €10 increase in the price target.

ANA: Softer Earnings Outlook In 2026 Will Pressure Elevated P/E

Analysts have held their fair value estimate for Acciona at €125 while revising assumptions to reflect a lower discount rate, softer revenue expectations, slightly slimmer profit margins, and a marginally lower future P/E, influenced by a recent downgrade to Reduce and a higher price target from the Street. Analyst Commentary Recent Street research paints a more cautious picture around Acciona, even as the fair value estimate is held steady.

ANA: 2026 Earnings Cliff Fears Will Weigh On Future Returns

Analysts have raised their fair value estimate for Acciona from about €166.51 to roughly €174.88. This change reflects updated views on discount rates, margins and growth, following recent target revisions that include a higher price target from one firm and downgrades to Hold and Underperform from others.

ANA: Earnings Cliff In 2026 Will Undermine Raised P/E Assumptions

Analysts have raised their price expectations for Acciona by €10. They cite updated assumptions for the discount rate, revenue trends, profit margins and future P/E as the key drivers behind the new target.

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Higher Fair Value

Analysts have raised their fair value estimate for Acciona by €10 to €125, citing updated assumptions for revenue trends, profit margins, and a lower future P/E multiple, alongside recent mixed rating changes and price targets from the Street. Analyst Commentary Recent Street research on Acciona reflects a more cautious tone, with several bearish analysts tempering their expectations even as some price targets remain well above the latest fair value estimate of €125.

Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

Jan 12
Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

ANA: 2026 Earnings Cliff Fears Will Drive A More Cautious Outlook

Analysts have nudged their fair value estimate for Acciona up from €161.74 to €166.51, reflecting updated assumptions on discount rate, revenue trends, profit margin, and future P/E after recent downgrades and fresh price targets that highlight concerns about a potential earnings cliff in 2026 and a more cautious stance on the shares. Analyst Commentary Recent research has turned more cautious on Acciona, with two downgrades and price targets that sit close to, or below, the updated fair value estimate of €166.51.

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Raised Fair Value Estimate

Analysts have raised their fair value estimate for Acciona from EUR 105 to EUR 115, despite a higher discount rate and softer long-term margin assumptions. This reflects a more supportive view of the company’s earnings trajectory than implied by recent Street downgrades.

ANA: Downgrades And 2026 Earnings Cliff Fears Will Shape Outlook

Analysts have nudged their blended price target for Acciona modestly higher to about EUR 162 from roughly EUR 159, reflecting a slightly lower discount rate and marginally improved long term growth assumptions, even as recent downgrades flag an approaching earnings cliff and question how much growth is being priced into its concession assets. Analyst Commentary Street research has turned more cautious on Acciona, with a string of downgrades highlighting concerns about the durability of earnings beyond the current project cycle and the degree of growth already embedded in consensus expectations and valuation multiples.

ANA: Recent Downgrade and Rising Discount Rate Will Shape Earnings Outlook

Narrative Update: Acciona Analyst Price Target Revised Analysts have lowered their fair value estimate for Acciona from EUR 158.21 to EUR 159.10, reflecting a modest uptick. Recent Street research, however, cautions that market expectations for concession asset growth may be overly optimistic.

ANA: Concession Asset Optimism Will Face Downside Risk After Sell Rating

Narrative Update on Acciona Analysts have modestly raised Acciona's fair value estimate from €155.73 to €158.21. They cite expectations that the market is overestimating growth prospects for the company's concession assets.

Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Oct 29
Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Analysts Debate Acciona’s Growth as Price Target Cut and Valuation Adjusted Amid Buyback

Narrative Update on Acciona Acciona's analyst price target has been reduced from €141 to €135, as analysts express caution about overly optimistic growth expectations for the company’s concession assets. Analyst Commentary Following the recent revision in Acciona's price target, analysts have shared a range of perspectives on the outlook for the company.

Acciona (BME:ANA) Has A Somewhat Strained Balance Sheet

Sep 09
Acciona (BME:ANA) Has A Somewhat Strained Balance Sheet

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

With no significant changes in Acciona's key valuation metrics, including a stable consensus price target of €153.25, analyst sentiment and fair value remain essentially unchanged. Valuation Changes Summary of Valuation Changes for Acciona The Consensus Analyst Price Target remained effectively unchanged, at €153.25.

When Should You Buy Acciona, S.A. (BME:ANA)?

Aug 26
When Should You Buy Acciona, S.A. (BME:ANA)?

Is Now The Time To Put Acciona (BME:ANA) On Your Watchlist?

Jul 30
Is Now The Time To Put Acciona (BME:ANA) On Your Watchlist?

Acciona, S.A.'s (BME:ANA) Business Is Yet to Catch Up With Its Share Price

Jul 15
Acciona, S.A.'s (BME:ANA) Business Is Yet to Catch Up With Its Share Price

Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Jun 27
Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Acciona (BME:ANA) Has More To Do To Multiply In Value Going Forward

Jun 02
Acciona (BME:ANA) Has More To Do To Multiply In Value Going Forward

Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25

May 18
Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25
User avatar

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

Acciona's strong infrastructure backlog and renewable energy expansion set a foundation for revenue and operating margin growth through large-scale projects.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Acciona. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

BME:ANA Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 2521,4908033,9390
30 Sep 2521,5898183,8710
30 Jun 2521,6888323,8020
31 Mar 2521,2836273,7460
31 Dec 2420,8784223,6890
30 Sep 2420,3603063,6010
30 Jun 2419,8421903,5130
31 Mar 2418,9053663,3390
31 Dec 2317,9675413,1640
30 Sep 2316,0636242,8540
30 Jun 2314,1587072,5440
31 Mar 2313,1855742,3810
31 Dec 2212,2114412,2180
30 Sep 2211,3224132,1280
30 Jun 2210,4323852,0370
31 Mar 229,6303361,9980
31 Dec 218,6673321,8950
30 Sep 218,3955491,8780
30 Jun 217,6695131,7230
31 Mar 217,2173991,5480
31 Dec 207,2713871,6210
30 Sep 207,2802171,5250
30 Jun 207,5262191,5920
31 Mar 207,9533571,6280
31 Dec 197,8753521,5990
30 Sep 197,9283191,5630
30 Jun 198,0222971,5100
31 Mar 197,9863401,4930
31 Dec 187,9713281,4860
30 Sep 187,9502101,5130
30 Jun 188,0073261,5140
31 Mar 187,9362211,5110
31 Dec 177,8672201,4970
30 Sep 177,4452361,4640
30 Jun 177,062-1641,4100
31 Mar 176,7173631,3530
31 Dec 166,5323521,3200
30 Sep 166,4383891,2770
30 Jun 166,4597011,2620
31 Mar 166,7412141,2660
31 Dec 156,7912071,2540
30 Sep 156,9712021,3020
30 Jun 157,1342191,3180

Ingresos de calidad: ANA tiene una única gran ganancia de €613.0M que afecta a sus resultados financieros de los últimos 12 meses de 31st December, 2025.

Margen de beneficios creciente: Los actuales márgenes de beneficio (3.7%) de ANA son superiores a los del año pasado (2%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de ANA han crecido un 11.1% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de ANA en el último año (90.3%) supera su media de 5 años (11.1% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de ANA en el último año (90.3%) superó al de la industria Electric Utilities -2.6%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de ANA (18%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 23:00
Precio de las acciones al final del día2026/05/04 00:00
Beneficios2025/12/31
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

Acciona, S.A. está cubierta por 23 analistas. 10 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
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Oscar Nájar RíosBanco Santander
Manuel PalomoBNP Paribas