Ayala Land (ALI) Resumen de Acciones
Ayala Land, Inc. opera como promotor inmobiliario en Filipinas. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 3/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
ALI Community Fair Values
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Analyst Price Targets
Competidores de Ayala Land, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | ₱15.92 |
| Máximo en las últimas 52 semanas | ₱30.05 |
| Mínimo de 52 semanas | ₱14.72 |
| Beta | 0.75 |
| Cambio en 1 mes | 0.76% |
| Variación en 3 meses | -22.53% |
| Cambio de 1 año | -32.11% |
| Variación en 3 años | -39.92% |
| Variación en 5 años | -53.72% |
| Variación desde la OPV | 66.73% |
Noticias y actualizaciones recientes
Actualización de narrativa • Apr 20
ALI: Debt Funding And 2026 Dividends Will Support Future Upside
Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.Actualización de narrativa • Apr 05
ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside
Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.Actualización de narrativa • Mar 22
ALI: Planned Debt Raise And Dividends Will Support Future Upside
Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).Recent updates
Actualización de narrativa • Apr 20
ALI: Debt Funding And 2026 Dividends Will Support Future Upside
Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.Actualización de narrativa • Apr 05
ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside
Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.Actualización de narrativa • Mar 22
ALI: Planned Debt Raise And Dividends Will Support Future Upside
Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).Actualización de narrativa • Mar 07
ALI: Planned Debt Funding And Dividends Will Support Future Upside
Analysts have trimmed their price target for Ayala Land slightly from ₱32.36 to ₱32.05, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that point to a more measured outlook for the company’s fair value. What's in the News The board scheduled a meeting on February 20, 2026 to consider raising up to ₱40b in funding with tenors of up to 10 years through retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs (company board meeting).Actualización de narrativa • Feb 20
ALI: Planned Debt Raise And Steady Margins Will Support Future Upside
Analysts have trimmed their price target on Ayala Land to ₱32.36 from ₱33.28, citing updated assumptions for the discount rate, modest revenue growth and profit margins, as well as a slightly higher future P/E multiple. What's in the News A board meeting on February 20, 2026 will consider raising up to ₱40 billion in funding with a tenor of up to 10 years through retail bonds, corporate notes, listing on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, primarily for debt refinancing and partial funding of general corporate requirements (Key Developments).
Nueva narrativa • Feb 08
Leasing And Hospitality Headwinds Will Persist But Long Term Recurring Income Will Eventually Strengthen
Catalysts About Ayala Land Ayala Land is a diversified Philippine real estate company engaged in residential development, commercial leasing, hospitality, estates, industrial facilities and related services. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 06
ALI: Stable Fair Value And Lower Discount Rate Will Support Upside
Analysts have trimmed their price target for Ayala Land to ₱33.28. This reflects a slightly lower applied discount rate and a modestly reduced future P/E assumption, while keeping revenue growth and profit margin expectations essentially unchanged.
Nueva narrativa • Jan 22
Mall, Office And Hospitality Expansion Will Support A Stronger Long Term Outlook
Catalysts About Ayala Land Ayala Land is a Philippine real estate company with businesses across residential development, malls, offices, hotels, resorts and industrial properties. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 21
ALI: Regular Cash Dividends And Higher Fair Value Will Support Upside
Analysts have adjusted their fair value estimate for Ayala Land to ₱33.28 from ₱32.37, reflecting refreshed assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (company disclosure) Board approval of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 at the October 28, 2025 meeting, with record date on November 12, 2025 and payment date on November 26, 2025 (company disclosure) Valuation Changes Fair Value Estimate is now at ₱33.28 per share, compared with the previous ₱32.37.Actualización de narrativa • Jan 07
ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025
Analysts have kept their fair value estimate for Ayala Land steady at ₱32.37 per share, with only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E that reflect refinements rather than a change in their overall view. What's in the News A board meeting is scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (Key Developments).Actualización de narrativa • Dec 22
ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025
Analysts have slightly lowered their price target for Ayala Land to PHP 32.37 from PHP 32.83, citing marginally softer expectations for revenue growth and profit margins, even though the discount rate has been modestly reduced and a slightly higher future P/E multiple has been assumed. What's in the News Board meeting scheduled for October 29, 2025, to consider declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments) Board approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 at the October 28, 2025, meeting, with record date on November 12, 2025, and payment date on November 26, 2025 (Key Developments) Valuation Changes Fair Value: Lowered slightly to ₱32.37 from ₱32.83, reflecting a modest reduction of about 1.4 percent.Actualización de narrativa • Dec 08
ALI: Regular Dividend Will Support Share Price Momentum Into Late 2025
Analysts have trimmed their fair value estimate for Ayala Land by roughly 5 percent to about ₱32.83 per share, reflecting expectations of slower revenue growth and slightly softer profit margins, despite a marginally lower discount rate and modestly reduced future P E assumptions. What's in the News A board meeting is scheduled for October 29, 2025 to consider the declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments).Actualización de narrativa • Nov 24
ALI: Regular Cash Dividend Will Support Share Price Momentum Into Late 2025
Analysts have revised their price target for Ayala Land downward from ₱36.58 to ₱34.70. They cite updated expectations for profitability, revenue growth, and valuation multiples as reasons for the change.Actualización de narrativa • Nov 02
ALI: Dividend Hike And Quezon City Acquisition Will Drive Upside
Analysts have raised their price target for Ayala Land from ₱35.90 to ₱36.58, citing modest improvements in profit margin expectations as well as a slight adjustment to projected growth and discount rates. What's in the News Ayala Land's Board of Directors approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025.
Nueva narrativa • Nov 27
Mega Infrastructure And Global Marketing Leap To Drive Dynamic Growth
Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth.Rentabilidad de los accionistas
| ALI | PH Real Estate | Mercado PH | |
|---|---|---|---|
| 7D | 4.6% | -0.006% | -0.4% |
| 1Y | -32.1% | -17.2% | -11.2% |
Rentabilidad vs. Industria: Los resultados de ALI fueron inferiores a los de la industria PH Real Estate, que obtuvo un rendimiento del -17.2% el año pasado.
Rentabilidad vs. Mercado: ALI obtuvo unos resultados inferiores a los del mercado PH, que fueron del -11.2% el año pasado.
Volatilidad de los precios
| ALI volatility | |
|---|---|
| ALI Average Weekly Movement | 6.1% |
| Real Estate Industry Average Movement | 5.5% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in PH Market | 10.1% |
| 10% least volatile stocks in PH Market | 2.9% |
Precio estable de las acciones: ALI no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado PH.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ALI (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1988 | n/a | Anna Maria Margarita Dy | www.ayalaland.com.ph |
Ayala Land, Inc. opera como promotor inmobiliario en Filipinas. Opera a través de los segmentos de Promociones Inmobiliarias, Internacional, Centros Comerciales, Oficinas, Hoteles y Resorts, Construcción y Gestión Inmobiliaria y Otros. La empresa vende lotes y unidades residenciales de gama alta y media-alta, lotes y unidades de viviendas asequibles, y promociones de viviendas económicas y comunidades de ocio; arrienda promociones residenciales en régimen de joint venture; adquiere, desarrolla y vende comunidades a gran escala, de uso mixto y planificadas; y vende unidades anuladas.
Resumen de fundamentos de Ayala Land, Inc.
| Estadísticas fundamentales de ALI | |
|---|---|
| Capitalización bursátil | ₱227.79b |
| Beneficios(TTM) | ₱37.46b |
| Ingresos (TTM) | ₱184.14b |
6.1x
Ratio precio-beneficio (PE)1.2x
Ratio precio-ventas (PS)¿Está ALI sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ALI | |
|---|---|
| Ingresos | ₱184.14b |
| Coste de los ingresos | ₱98.84b |
| Beneficio bruto | ₱85.30b |
| Otros gastos | ₱47.84b |
| Beneficios | ₱37.46b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.62 |
| Margen bruto | 46.32% |
| Margen de beneficio neto | 20.34% |
| Ratio deuda/patrimonio | 86.7% |
¿Cómo se ha desempeñado ALI a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.7%
Rentabilidad actual por dividendo25%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 23:28 |
| Precio de las acciones al final del día | 2026/05/25 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Ayala Land, Inc. está cubierta por 26 analistas. 9 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.
| Analista | Institución |
|---|---|
| Russ Toribio | BofA Global Research |
| Edser Trinidad | CGS International |
| Sureeporn Sirisansaneeyawong | Citigroup Inc |