Capgemini SE

Informe acción ENXTPA:CAP

Capitalización de mercado: €17.5b

Capgemini Dividendos y recompras

Dividendo controles de criterios 4/6

Capgemini es una empresa que paga dividendos con una rentabilidad actual de 3.3% que está bien cubierta por los beneficios. La próxima fecha de pago es en 4th June, 2026 con una fecha ex dividendo de 2nd June, 2026.

Información clave

3.3%

Rentabilidad por dividendo

1.4%

Rendimiento de la recompra

Rendimiento total para el accionista4.7%
Rendimiento futuro de los dividendos3.9%
Crecimiento de los dividendos11.1%
Próxima fecha de pago de dividendos04 Jun 26
Fecha ex dividendo02 Jun 26
Dividendo por acciónn/a
Ratio de pago36%

Últimas actualizaciones de dividendos y recompras

Recent updates

CAP: Gen AI Partnerships And Cloud Alliances Will Support Future Rerating Potential

Capgemini's updated narrative reflects a slightly lower implied price target, moving from about €153 to about €150, as analysts factor in modestly softer revenue growth and profit margin assumptions alongside higher discount rates and tempered P/E expectations. Analyst Commentary Recent research reflects a mixed but generally cautious stance on Capgemini, with several firms trimming price targets and a handful adjusting ratings as they reassess growth, profitability and valuation expectations.

CAP: Gen AI Execution And AI Partnerships Will Support Future Rerating Potential

Capgemini's analyst price target has been trimmed slightly, with the fair value estimate easing from about €153.49 to €152.66 as analysts factor in modestly higher revenue growth expectations, alongside questions around how improving top line momentum and Gen AI opportunities may translate into profits and cash flow. Analyst Commentary Recent Street research around Capgemini reflects a mix of caution and guarded optimism, with several firms trimming price targets while reassessing how revenue trends and Gen AI opportunities might feed through to earnings quality and cash generation.

We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings

Mar 30
We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings

CAP: Gen AI And Sovereign Cloud Alliances Will Support Future Rerating Potential

Capgemini's narrative update reflects a lower blended analyst price target, with cuts from around €170 to €115 to €160 and a higher discount rate now applied, as analysts balance concerns about profit and cash flow against improving top line trends and a more even risk reward profile around Gen AI exposure. Analyst Commentary Recent Street research points to a more mixed stance on Capgemini, with analysts adjusting price targets and ratings as they reassess growth, execution and Gen AI exposure.

CAP: Gen AI And Sovereign Cloud Contracts Will Anchor Future Re Rating Potential

Capgemini's updated analyst price target edges down from about €156.78 to €153.49. This reflects analysts' more cautious assumptions on growth, margins and discount rates after a series of lowered Street targets and mixed views on the profit and cash flow upside from improving top line trends and Gen AI opportunities.

CAP: Sovereign Cloud And Cybersecurity Contracts Will Anchor Future Re Rating Potential

Analysts have trimmed the Capgemini price target in this update, bringing it more in line with recent sector calls that cluster around €117 and reflect a slightly higher discount rate, modestly adjusted revenue growth and margin expectations, as well as a lower assumed future P/E multiple. Analyst Commentary Recent research shows a clear reset in expectations around Capgemini, with price targets converging toward about €117 and ratings clustering around Neutral or Hold.

Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

Feb 18
Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

CAP: Sovereign Cloud And Cybersecurity Contracts Will Support Future Upside

Analysts have made a slight trim to their Capgemini price targets, now centering closer to €172. This reflects a modestly higher discount rate and more cautious revenue growth assumptions, partly influenced by recent neutral and Underweight stances in Street research.

CAP: AI Partnerships And Cybersecurity Wins Will Drive Future Upside

Narrative Update: Capgemini Capgemini’s narrative update reflects a reduced Street anchor, as analysts have moved a key price target down from €186 to €165. They cite refreshed assumptions on discount rates and valuation multiples, while largely maintaining their broader constructive stance on the shares.

CAP: AI Partnerships And Sovereign Cloud Wins Will Drive Future Upside

Narrative Update on Capgemini The analyst price target for Capgemini has been reduced by EUR 21, from EUR 186 to EUR 165. Analysts are factoring in slightly higher discount rates and modestly softer long term growth expectations, while maintaining a positive view on the shares.

CAP: AI Partnerships And Sovereign Cloud Deals Will Drive Future Upside

Analysts have modestly lowered their price target on Capgemini, with updated modeling for a slightly higher discount rate, softer medium term revenue growth, and a marginally lower profit margin contributing to a reduced fair value and a new Street target of EUR 165, down from EUR 186. Analyst Commentary Street research on Capgemini reflects a constructive long term view tempered by near term caution, with the lower price target primarily driven by adjustments to growth and risk assumptions rather than a fundamental change in the company narrative.

CAP: Digital Partnerships And New AI Initiatives Will Drive Future Upside

Analysts have modestly raised their price target for Capgemini to €171.93 from €169.57. They cite stronger expected revenue growth, even though there have been adjustments in profit margin forecasts and anticipated market discount rates.

Analyst Commentary Signals Mixed Outlook for Capgemini Amid Modest Valuation Adjustments

Narrative Update on Capgemini Analysts have revised their price target for Capgemini downward, decreasing it by €2.50 to reflect a more cautious outlook. This change is based on recent industry research and shifting market expectations.

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini Price Target Revised Amid Modest Outlook Adjustments Analysts have slightly reduced their price target for Capgemini from $174.14 to $172.07. This change is due to marginal downward revisions to revenue growth expectations and profit margin forecasts.

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini's fair value saw a marginal decline, as both the consensus analyst price target and key valuation metrics such as the discount rate and future P/E remained essentially unchanged. What's in the News Capgemini unveiled upgraded Outcome IQ for the Ryder Cup 2025, integrating real-time generative AI insights to enhance fan engagement across digital, broadcast, and on-site channels.

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini’s valuation outlook remains stable, with consensus revenue growth and net profit margin both unchanged, resulting in an unchanged analyst price target of €175.93. What's in the News Capgemini, Google Cloud, and Imperial War Museums announced a landmark AI-powered project transcribing and translating over 20,000 hours of oral histories, significantly improving accessibility and research capabilities through advanced generative AI.

Capgemini SE's (EPA:CAP) Earnings Are Not Doing Enough For Some Investors

Aug 23
Capgemini SE's (EPA:CAP) Earnings Are Not Doing Enough For Some Investors

Some Investors May Be Willing To Look Past Capgemini's (EPA:CAP) Soft Earnings

Aug 08
Some Investors May Be Willing To Look Past Capgemini's (EPA:CAP) Soft Earnings

Is Now An Opportune Moment To Examine Capgemini SE (EPA:CAP)?

Jul 31
Is Now An Opportune Moment To Examine Capgemini SE (EPA:CAP)?

An Intrinsic Calculation For Capgemini SE (EPA:CAP) Suggests It's 35% Undervalued

Jun 25
An Intrinsic Calculation For Capgemini SE (EPA:CAP) Suggests It's 35% Undervalued

We Think Capgemini (EPA:CAP) Can Stay On Top Of Its Debt

Jun 12
We Think Capgemini (EPA:CAP) Can Stay On Top Of Its Debt

Here's What To Make Of Capgemini's (EPA:CAP) Decelerating Rates Of Return

May 29
Here's What To Make Of Capgemini's (EPA:CAP) Decelerating Rates Of Return
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Riding The AI Wave Decisive Consulting Fuels Future Growth And Margin Expansion

Strategic focus on AI and GenAI leads to strong revenue growth due to increasing client demand and successful project bookings.

Próximo pago de dividendos

HoyMay 01 2026Fecha ex dividendoJun 02 2026Fecha de pago de dividendosJun 04 20262 days desde ex dividendoCompra en los próximos 32 days para recibir el próximo dividendo

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

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

Dividendo creciente: El pago de dividendos de CAP ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Capgemini vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de CAP con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (CAP)3.3%
Suelo de mercado 25% (FR)2.0%
Techo de mercado 25% (FR)5.5%
Media de la industria (IT)3.3%
Analista de previsiones (CAP) (hasta 3 años)3.9%

Dividendo destacado: El dividendo de CAP(3.3%) es más alto que el 25% inferior de los pagadores de dividendos del mercado French (1.96%).

Alto dividendo: El (3.3%) del dividendo de CAP es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado French (5.51%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (36%), los pagos de dividendos de CAP están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (26.3%), los pagos de dividendos de CAP 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 empresa2026/05/02 03:39
Precio de las acciones al final del día2026/04/30 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

Capgemini SE está cubierta por 29 analistas. 17 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
Adam ShepherdArete Research Services LLP
Adrian SanchezBanco Santander
Sven MerktBarclays