Hapag-Lloyd Aktiengesellschaft

XTRA:HLAG Rapport sur les actions

Capitalisation boursière : €23.7b

Hapag-Lloyd Gestion

Gestion contrôle des critères 4/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Rolf E. Jansen

Directeur général

€3.9m

Rémunération totale

Pourcentage du salaire du PDG25.86%
Durée du mandat du directeur général12.4yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction6.7yrs
Durée moyenne du mandat des membres du conseil d'administration9.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Sep 03

HLAG: Terminal Investment And Earnings Range Are Expected To Support Re Rating

The analyst price target for Hapag-Lloyd has moved from €131 to €135. Recent Street research has raised individual targets into a €70 to €115 range as analysts update their views on valuation and earnings power.
Mise à jour du récit • Aug 15

HLAG: Rising Profit Hopes Will Clash With Mounting Regulatory Setbacks

The analyst price target for Hapag-Lloyd has been revised higher in this update, with the fair value estimate moving from €99.60 to €102.30, supported by recent Street research that has lifted price targets into the €70 to €101 range while maintaining cautious ratings on the stock. Analyst Commentary Recent Street research on Hapag-Lloyd shows price targets moving within a relatively tight range, while ratings remain cautious.
Mise à jour du récit • Jul 21

HLAG: Elevated Profit Hopes And Geopolitical Tensions Will Pressure Future Returns

Hapag-Lloyd's analyst price target has been revised higher to €99.60 from €97.40, reflecting analysts' updated views on fair value, profitability assumptions, and long term P/E expectations after recent Street research lifts to €70 and €101 respectively from two major banks that both continue to express cautious ratings on the stock. Analyst Commentary Recent research on Hapag-Lloyd points to a mixed view, with higher price targets sitting alongside cautious stock ratings.
Mise à jour du récit • Jun 16

HLAG: Weaker Margins And Legal Risks Will Pressure Future Stock Returns

Analysts have trimmed their price target for Hapag-Lloyd stock by €2.60. This reflects updated views on fair value, revenue growth, profit margins and forward P/E multiples following recent research that included a €5 price target cut at Citi.
Mise à jour du récit • Jun 02

HLAG: ZIM Acquisition Is Expected To Support Earnings Resilience And Re Rating

Hapag-Lloyd's analyst price target has shifted lower from €145 to €131, as analysts factor in updated assumptions around profit margins, discount rates, and a substantially higher future P/E multiple, while also weighing recent mixed Street research that includes both a modest target cut and an upgrade to Hold. Analyst Commentary Recent Street research on Hapag-Lloyd presents a mixed picture, but there are clear pockets of optimism that investors are watching closely.
Article d’analyse • May 21

Hapag-Lloyd's (ETR:HLAG) Anemic Earnings Might Be Worse Than You Think

The subdued market reaction suggests that Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) recent earnings didn't contain...
Mise à jour du récit • Apr 30

HLAG: ZIM Deal And Slower Fleet Expansion Will Shape Future Returns

Analysts have trimmed their average Hapag-Lloyd price target slightly, with small cuts from banks such as Citi and Berenberg offset by a higher €149 target from an upgraded Hold rating. This reflects mixed views on the impact of slowing fleet growth and the proposed ZIM acquisition.
Mise à jour du récit • Apr 15

HLAG: ZIM Acquisition Risk And Compressed Margins Will Limit Future Upside

Analysts have trimmed Hapag-Lloyd's fair value estimate to €100 from €104.18, linking the modest shift to updated assumptions on discount rate, revenue growth and margins. They also highlighted recent research that points to slower fleet growth and the ZIM acquisition as key factors shaping the refreshed price views.
Mise à jour du récit • Apr 01

HLAG: ZIM Acquisition Progress Will Support Earnings Resilience And Re Rating

The analyst fair value estimate for Hapag-Lloyd has increased from €130 to €145, reflecting updated views on revenue growth, profitability and the P/E ratio, and citing factors such as slower fleet growth and the planned ZIM acquisition as key supports for the higher price target. Analyst Commentary Recent research points to a more constructive tone around Hapag-Lloyd, with several bullish analysts highlighting specific catalysts that they see as supportive for the updated fair value estimate of €145.
Mise à jour du récit • Mar 18

HLAG: ZIM Deal Uncertainty And Slower Fleet Expansion Will Restrict Future Upside

Narrative Update: Hapag-Lloyd The analyst price target for Hapag-Lloyd moves from €100.14 to €104.18. Analysts point to slowing fleet growth and the proposed ZIM acquisition, along with its perceived execution profile, as key supports for the revised view.
Mise à jour du récit • Mar 04

HLAG: ZIM Deal Uncertainty Will Outweigh Benefits From Methanol Fleet Renewal

Analysts have lowered their Hapag-Lloyd price target by €1, reflecting slightly revised assumptions for the discount rate, revenue growth and profit margin following recent deal-related commentary and sector research. Analyst Commentary Recent Street research around the proposed ZIM Integrated acquisition has given investors more detail on how some bullish analysts are thinking about Hapag-Lloyd's risk and reward profile.
Mise à jour du récit • Feb 17

HLAG: Methanol-Focused Fleet Renewal Will Support Margins Despite Revenue Headwinds

Analysts have trimmed their price targets on Hapag-Lloyd, with recent cuts of €1 and a move from €132 to €120. This reflects more cautious expectations on revenue trends, even as updated assumptions point to a higher profit margin and a lower future P/E multiple.
Mise à jour du récit • Feb 03

HLAG: Lowered Price Outlook Will Limit Upside Despite Planned Greener Fleet Expansion

Analysts have trimmed their price target for Hapag-Lloyd to €120 from €132, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together point to a more cautious outlook for the shares. Analyst Commentary Recent research points to a more measured stance on Hapag-Lloyd, with the revised €120 price target and a Hold rating signalling that analysts see a balance of upside and downside risks at current levels.
Article d’analyse • Jan 26

Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit • Jan 20

HLAG: Higher Required Returns Will Restrain Overvalued Shares Despite New Green Fleet Plans

Analysts have reduced their fair value estimate for Hapag-Lloyd by about €3 per share, bringing it in line with a lowered Street price target of €120 and reflecting updated views on discount rates, revenue trends and expected P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts view the updated €120 target as broadly consistent with current assumptions on discount rates and P/E levels, suggesting the stock is closer to what they see as fair value after recent model adjustments.
Article d’analyse • Jan 11

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.3x Hapag-Lloyd Aktiengesellschaft ( ETR:HLAG ) may be sending bullish...
Mise à jour du récit • Jan 05

HLAG: Lowered Fair Value Will Limit Upside Despite Efficiency Investments

Analysts have trimmed their price target on Hapag-Lloyd, with one recent Street target moving to €120 from €132. This reflects updated assumptions around a fair value of €65, a revised discount rate of 5.52%, adjusted revenue expectations, and a lower future P/E of 8.77x supported by higher projected profit margins of 8.43%.
Mise à jour du récit • Dec 14

HLAG: Revenue Headwinds Will Be Balanced By Margin And Brazil Terminal Upside

Analysts have reduced their price target on Hapag-Lloyd from EUR 140 to EUR 130, reflecting a more cautious outlook on revenue growth, partially offset by expectations for improved profit margins and a lower future P/E multiple. Analyst Commentary Bullish analysts note that the recent reduction in price targets largely reflects a recalibration of medium term expectations rather than a fundamental shift in the company’s long term earnings power.
Mise à jour du récit • Nov 30

HLAG: Rising Discount Rate Will Limit Shares As Sector Pressures Mount

Analysts have lowered their price target for Hapag-Lloyd from €132 to €120, citing slightly weaker growth forecasts and an uptick in the discount rate as key factors in the revision. Analyst Commentary Recent updates from street research reflect mixed perspectives on Hapag-Lloyd's outlook following the updated price target.
Mise à jour du récit • Nov 16

HLAG: Weaker Earnings Momentum Will Weigh On Shares Amid Ongoing Market Softness

Analysts have reduced their price target for Hapag-Lloyd, with levels now ranging from EUR 92 to EUR 132. They cite recent earnings results and updated company forecasts as key factors for the adjustment.
Article d’analyse • Nov 04

Is Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Hapag-Lloyd's estimated fair value is €97.77 based on 2 Stage Free Cash Flow to Equity Hapag-Lloyd is...
Mise à jour du récit • Nov 01

HLAG: Shipping Rates And Demand Uncertainty Will Drive Shares Lower

Analysts have slightly revised their price targets downward for Hapag-Lloyd, with fair value estimates trimming from approximately €107.09 to €104.91. This adjustment is due to model updates and cautious outlooks following recent earnings.
Mise à jour du récit • Oct 18

Container Shipping Demands Will Exacerbate Margin Compression

Analysts have lowered their price targets for Hapag-Lloyd, with notable reductions including EUR 132 from EUR 170 and EUR 92 from EUR 93. These changes are due to adjustments to models following the company's second-quarter results and updated earnings expectations.
Mise à jour du récit • Oct 04

Container Shipping Demands Will Exacerbate Margin Compression

Hapag-Lloyd's analyst price target has been adjusted downward, with recent updates reflecting a modest decrease. This change is driven by analysts responding to updated financial models and ongoing sector headwinds.
Article d’analyse • Oct 02

Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Earnings Are Not Doing Enough For Some Investors

Hapag-Lloyd Aktiengesellschaft's ( ETR:HLAG ) price-to-earnings (or "P/E") ratio of 8.6x might make it look like a...
Article d’analyse • Sep 16

Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour du récit • Aug 27

Container Shipping Demands Will Exacerbate Margin Compression

Despite a slight improvement in revenue growth forecasts, a modest reduction in Hapag-Lloyd’s future P/E ratio has contributed to the consensus analyst price target decreasing from €112.00 to €108.55. What's in the News Hapag-Lloyd raised its 2025 earnings guidance, now expecting Group EBIT of USD 0.25 to 1.25 billion (EUR 0.2 to 1.1 billion).
User avatar
Nouveau récit • Nov 24

New Fleet And Gemini Network Challenge Margins But High Asia Demand Holds Promise

Elevated capital and operating expenses from ship purchases and regulatory compliance could strain cash flow and compress net margins, affecting near-term earnings.

Analyse de la rémunération des PDG

Comment la rémunération de Rolf E. Jansen a-t-elle évolué par rapport aux bénéfices de Hapag-Lloyd?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

€58m

Mar 31 2026n/an/a

€248m

Dec 31 2025€4m€1m

€910m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€3b

Dec 31 2024€4m€1m

€2b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€764m

Mar 31 2024n/an/a

€1b

Dec 31 2023€3m€1m

€3b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€11b

Mar 31 2023n/an/a

€15b

Dec 31 2022€3m€850k

€17b

Sep 30 2022n/an/a

€17b

Jun 30 2022n/an/a

€15b

Mar 31 2022n/an/a

€12b

Dec 31 2021€3m€800k

€9b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€3b

Mar 31 2021n/an/a

€2b

Dec 31 2020€3m€750k

€927m

Sep 30 2020n/an/a

€605m

Jun 30 2020n/an/a

€503m

Mar 31 2020n/an/a

€292m

Dec 31 2019€2m€750k

€362m

Rémunération vs marché: La rémunération totale de Rolf E. ($USD 4.46M ) est dans la moyenne des entreprises de taille similaire sur le marché German ($USD 5.94M ).

Rémunération et revenus: La rémunération de Rolf E. a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Rolf E. Jansen (60 yo)

12.4yrs
Titularisation
€3,867,600
Compensation

Mr. Rolf E. Habben Jansen has been the Chief Executive Officer and Chairman of the Executive Board at Hapag-Lloyd Aktiengesellschaft since July 1, 2014 and its Member of Executive Board since joining in Ap...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Rolf E. Jansen
Chairman of the Executive Board & CEO12.4yrs€3.87mpas de données
Mark Frese
CFO, Chief Procurement Officer & Member of Executive Board6.8yrs€2.80mpas de données
Donya-Florence Amer
CHRO, Chief Information Officer4.6yrs€2.39mpas de données
Dheeraj Bhatia
Chief Terminal & Infrastructure Officer and Member of Executive Board2.7yrs€1.57mpas de données
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer9.7yrs€123.50kpas de données
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Boardno data€141.70kpas de données
Michael Kastl
MD of Treasuryno datapas de donnéespas de données
Thomas Mansfeld
General Counsel & Chief Compliance Officerno datapas de donnéespas de données
Lars Sorensen
Senior Managing Director of Region Middle East2.7yrspas de donnéespas de données
Anders Boenaes
Senior Managing Director of Network6.7yrspas de donnéespas de données
6.7yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de HLAG est chevronnée et expérimentée (6.7 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Felix Albrecht
Employee Representative Member of Supervisory Board & Second Engineer Officer7.5yrs€123.50kpas de données
Silke Lehmkoster
Head of Fleet Management & Employee Representative Member of Supervisory Board4yrs€141.70kpas de données
Michael Behrendt
Independent Member of Supervisory Board11.8yrs€336.00kpas de données
Andreas Rittstieg
Member of Supervisory Board4.3yrs€96.00kpas de données
Karl Gernandt
Chairman of Supervisory Board17.5yrs€241.80kpas de données
Peter Graeser
Employee Representative Member of Supervisory Board2.8yrs€123.50kpas de données
Oscar Hasbun Martinez
Second Vice Chairman of Supervisory Board11.8yrs€201.70kpas de données
Sabine Nieswand
Employee Representative Member of Supervisory Board10.1yrs€123.50kpas de données
Klaus Schroeter
Employee Representative First Deputy Chairman of Supervisory Board10.1yrs€210.50kpas de données
Annabell Kroger
Employee Representative Member of Supervisory Board9.3yrs€141.70kpas de données
Turqi Alnowaiser
Independent Member of Supervisory Board8.6yrs€126.00kpas de données
Ali bin Jassim Bin Mohamed Jassim Al Thani
Independent Member of Supervisory Board9.3yrs€145.00kpas de données
9.3yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de HLAG sont considérés comme expérimentés (ancienneté moyenne 9.3 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/14 18:07
Cours de l'action en fin de journée2026/09/14 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Hapag-Lloyd Aktiengesellschaft est couverte par 22 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Marco LimiteBarclays
Benjamin ThielmannBerenberg
Robert JoynsonBNP Paribas