Owens Corning

Informe acción NYSE:OC

Capitalización de mercado: US$9.3b

Owens Corning Dividendos y recompras

Dividendo controles de criterios 4/6

Owens Corning es una empresa que paga dividendos con una rentabilidad actual de 2.6%.

Información clave

2.6%

Rentabilidad por dividendo

7.6%

Rendimiento de la recompra

Rendimiento total para el accionista10.2%
Rendimiento futuro de los dividendos2.6%
Crecimiento de los dividendos15.5%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago-60%

Últimas actualizaciones de dividendos y recompras

Artículo de análisis Dec 08

Owens Corning (NYSE:OC) Is Increasing Its Dividend To $0.79

Owens Corning's ( NYSE:OC ) dividend will be increasing from last year's payment of the same period to $0.79 on 21st of...

Recent updates

Actualización de narrativa Jun 09

OC: Q2 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts have made a modest adjustment to their price target framework for Owens Corning, keeping fair value at $144.80 while fine tuning assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News Owens Corning issued earnings guidance for the second quarter of 2026, stating that it expects to continue delivering strong financial performance based on structural changes to the business and its market positions.
Actualización de narrativa May 26

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts have adjusted their price target on Owens Corning slightly, to $144.80 from about $144.81, citing updated assumptions around revenue growth, profit margin, and future P/E expectations. What's in the News Owens Corning issued earnings guidance for the second quarter of 2026, expecting revenue from continuing operations in a range of $2.6b to $2.7b, tied to structural company changes and its market positions (Key Developments).
Seeking Alpha May 14

Owens Corning: Trough Conditions For A Patient Investor's Setup

Summary Owens Corning is rated Buy, trading at 6.3x EV/EBITDA with a $1B capital return commitment and robust margin durability. Q1 '26 results showed revenue down 10% and EBITDA down 35%, but margin resilience and a portfolio transformation to pure-play building products underpin earnings quality. Q2 guidance calls for a sharp margin rebound to 20–22% despite $60M in geopolitical cost headwinds, with Roofing segment offering substantial upside operating leverage. At $122, OC offers 13–25% upside to consensus targets, a 10% capital return yield, and significant potential as housing volumes normalize. Read the full article on Seeking Alpha
Actualización de narrativa May 12

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts now set a higher fair value estimate for Owens Corning, raising it from $137.75 to $144.81. This reflects updated views on revenue growth, profit margins and future P/E assumptions.
Actualización de narrativa Apr 23

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts have trimmed their Owens Corning price target by about $4 to $137.75, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which collectively point to a slightly more conservative fair value outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, with revenue from continuing operations expected in a range of $2.1b to $2.2b (company guidance).
Actualización de narrativa Apr 09

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

The analyst price target for Owens Corning has edged down slightly from $142.00 to about $141.81, as analysts factor in updated assumptions around the discount rate, profit margin, and future P/E levels. What's in the News From October 1, 2025 to December 31, 2025, Owens Corning repurchased 2,138,345 shares, described as 2.6% of shares, for a total of $230.06 million under the buyback announced on December 2, 2022 (Key Developments).
Actualización de narrativa Mar 26

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts maintained their Owens Corning fair value estimate at $142, making only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, which fine-tune rather than reshape their overall outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, expecting revenue from continuing operations of about $2.1b to $2.2b (company guidance).
Actualización de narrativa Mar 11

OC: Q4 2026 Outlook And Modest Assumption Shifts Will Support Returns

Analysts have modestly lifted their fair value estimate for Owens Corning from $137.69 to $142.00, reflecting updated assumptions around revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, focusing on revenue from continuing operations.
Actualización de narrativa Feb 25

OC: Higher Dividend And Steady Assumptions Will Support Future Returns

Analysts have raised their price target on Owens Corning by about $0.63 to roughly $138, reflecting updated assumptions around discount rates, profitability and future P/E, even without new Street research since the last review. What's in the News Owens Corning's Board of Directors declared a quarterly cash dividend of $0.79 per common share.
Actualización de narrativa Feb 10

OC: Higher Dividend And Slight Assumption Shifts Will Support Steady Returns

Analysts have inched their price target on Owens Corning slightly lower to about US$137.06 from roughly US$137.13, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Owens Corning's Board of Directors declared a quarterly cash dividend of US$0.79 per common share.
Actualización de narrativa Jan 26

OC: Dividend Hike And Buybacks Will Offset Impairment As Returns Stabilize

Analysts have nudged their price target on Owens Corning higher to about US$137.13 from roughly US$136.94, reflecting slightly updated views on fair value, discount rate, revenue expectations, profit margin and future P/E assumptions. What's in the News Board declares a quarterly cash dividend of US$0.79 per common share, a 15% increase compared to the prior quarterly dividend.
Actualización de narrativa Jan 12

OC: Shares Will Rise As Higher Dividend And Buybacks Support Future Returns

Narrative Update on Owens Corning Analysts have adjusted their price target on Owens Corning to US$136.94 from US$140.56, citing updated assumptions around slightly softer revenue trends, a lower profit margin outlook at 18.68%, and a future P/E of 6.70. What's in the News The Board of Directors declared a quarterly cash dividend of US$0.79 per common share, a 15% increase compared to the prior quarterly dividend.
Actualización de narrativa Dec 19

OC: Shares Will Rise As Dividend And Buybacks Offset Impairment

Analysts have nudged their price target on Owens Corning slightly lower to approximately $140.56 from about $140.63, reflecting modestly softer long term revenue and margin assumptions that are only partly offset by a slightly lower discount rate and a marginally higher future valuation multiple. What's in the News The Board of Directors approved a 15% increase in the quarterly cash dividend to $0.79 per share, payable January 21, 2026, to shareholders of record on January 5, 2026 (company announcement).
Artículo de análisis Dec 08

Owens Corning (NYSE:OC) Is Increasing Its Dividend To $0.79

Owens Corning's ( NYSE:OC ) dividend will be increasing from last year's payment of the same period to $0.79 on 21st of...
Actualización de narrativa Dec 05

OC: Shares Will Rise As Dividend Hike And Buybacks Support Expansion

Analysts have modestly reduced their price target on Owens Corning to approximately $140.63 from about $140.88, reflecting slightly lower long term profit margin assumptions and a marginally higher forward valuation multiple, despite a small improvement in the discount rate. What's in the News The Board approved a 15% increase in the quarterly dividend to $0.79 per share, payable January 21, 2026, signaling confidence in ongoing cash generation (dividend announcement).
Actualización de narrativa Nov 21

OC: Shares Will Advance as Manufacturing Expansion Drives Future Opportunity

Analysts have revised their price target for Owens Corning downward from $152.56 to $140.88. They cite updated expectations for lower profit margins and modestly weaker revenue growth.
Actualización de narrativa Nov 07

OC: Shares Will Gain Momentum as Margin Expansion Is Projected

Analysts have reduced their price target for Owens Corning from $167.31 to $152.56. They cite a higher discount rate, a projection for lower revenue growth, stronger expected profit margins, and a lower future price-to-earnings ratio.
Actualización de narrativa Oct 23

Analysts Lower Owens Corning Price Target as Valuation Slips Amid New Developments

Analysts have revised Owens Corning's fair value downward, lowering their price target from $174.07 to $167.31. They cite minor adjustments to growth and margin expectations.
Actualización de narrativa Oct 09

Sustainable Construction Trends Will Spur Resilient Building Demand

Narrative Update on Owens Corning Analyst Price Target Analysts have slightly lowered their fair value estimate for Owens Corning from $175.93 to $174.07, citing more conservative forecasts for future growth and profit margins. What's in the News Owens Corning has chosen Prattville, Alabama as the site for a new shingle manufacturing plant.
Actualización de narrativa Sep 04

Sustainable Construction Trends Will Spur Resilient Building Demand

As the analyst reasoning is unavailable and both the discount rate and future P/E remain unchanged, key valuation inputs for Owens Corning are stable, leaving the consensus analyst price target effectively unchanged at $175.93. What's in the News The company did not repurchase any shares under the buyback announced on May 14, 2025.
Artículo de análisis Aug 14

Investors Can Find Comfort In Owens Corning's (NYSE:OC) Earnings Quality

NYSE:OC 1 Year Share Price vs Fair Value Explore Owens Corning's Fair Values from the Community and select yours...
Artículo de análisis Jul 01

What Does Owens Corning's (NYSE:OC) Share Price Indicate?

Today we're going to take a look at the well-established Owens Corning ( NYSE:OC ). The company's stock received a lot...
Seeking Alpha Feb 26

Owens Corning Q4: In Continued Transition

Summary Owens Corning's strategic focus on ESG, insulation, and energy transition, along with the Masonite acquisition, provides a solid growth platform despite current market challenges. The company reported 2024 sales of $10.98 billion, with adjusted earnings of $15.91 per share, but GAAP earnings were significantly lower due to various charges. Despite a reasonable valuation at 10 times adjusted earnings and reduced leverage, the lack of organic growth and high margins limit near-term earnings growth potential. The sale of the glass reinforcement business and cautious 2025 outlook, including soft construction activity and tariff impacts, raise small concerns. Read the full article on Seeking Alpha
Seeking Alpha Jan 05

Owens Corning: Steady Post The Masonite Deal

Summary Owens Corning's transformation focusing on ESG, insulation, and energy transition has driven significant advancements, including the strategic acquisition of Masonite to boost earnings growth. The company is on track to earn $16 per share in 2024, aided by the purchase of door manufacturer Masonite. The company's high margins and strategic buybacks, alongside a 15% dividend increase, underscore its strong financial health and investor returns. With a current earnings multiple of 9-10 times and ongoing business diversification, I remain optimistic about Owens Corning's long-term growth and market re-rating potential even if margin pressure arrives. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Owens Corning: Balanced Prospects Amid Fair Valuation

Summary Owens Corning's strong market position and pricing power are bolstered by strategic acquisitions like Masonite and a focus on energy-efficient building materials. Financially, the company faces higher debt levels and margin pressures, but maintains a strong balance sheet and sufficient free cash flow for dividends and share repurchases. Despite current market challenges, the DCF model indicates OC stock is slightly undervalued, with a price target of $202.24, contingent on Masonite acquisition synergies and European market recovery. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de OC se han mantenido estables en los últimos 10 años.

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


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Owens Corning vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de OC con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (OC)2.6%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Building)1.2%
Analista de previsiones (OC) (hasta 3 años)2.6%

Dividendo destacado: El dividendo de OC(2.6%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.41%).

Alto dividendo: El (2.6%) del dividendo de OC es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.24%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: OC paga dividendo, pero la empresa no es rentable.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (30.8%), los pagos de dividendos de OC 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 empresa2026/06/11 21:33
Precio de las acciones al final del día2026/06/11 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

Owens Corning está cubierta por 32 analistas. 16 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
John EadeArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays