Ferrovial N.V.

BME:FER Rapport sur les actions

Capitalisation boursière : €34.1b

Ferrovial Gestion

Gestion contrôle des critères 3/4

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

Informations clés

Ignacio Fernandez

Directeur général

€6.2m

Rémunération totale

Pourcentage du salaire du PDG25.97%
Durée du mandat du directeur général7yrs
Propriété du PDG0.03%
Durée moyenne d'occupation des postes de direction4.8yrs
Durée moyenne du mandat des membres du conseil d'administration7yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Sep 03

FER: I-24 Project Uncertainty Will Temper Returns Despite Fair Outlook

Analysts have lifted their fair value estimate for Ferrovial, which supports a higher implied price target of about €46.42 from €43.62. They also flag slightly higher discount rate and P/E assumptions, along with modest tweaks to revenue growth and profit margin expectations, following recent research updates referencing uncertainty around the I24 bid.
Mise à jour du récit • Aug 13

FER: Future Toll Platform Will Support Upside Despite Cautious Revenue Assumptions

Analysts have trimmed their fair value estimate for Ferrovial to about €78 from about €80, reflecting reduced revenue growth assumptions, a slightly higher discount rate, and a view that the current asset base offers limited upside at recent share levels. What’s in the News for Ferrovial No recent Ferrovial specific news items or key developments were provided as of 13 Aug 2026.
Mise à jour du récit • Jul 30

FER: High Asset Quality And US Highways Will Support Balanced Outlook

Analysts have modestly lifted their fair value estimate for Ferrovial from about €61.00 to around €62.20, reflecting tweaks to assumptions on revenue growth, margins and future P/E. A recent downgrade to Neutral highlighted limited upside at current share levels.
Mise à jour du récit • Jul 15

FER: Future Toll Platform Expansion Will Support A Higher Valuation

Analysts have updated their view on Ferrovial with a revised price target moving from €67.00 to about €79.73. This reflects a reset in fair value assumptions alongside changes in discount rate, revenue growth, profit margin and future P/E expectations, while also noting limited upside at current share levels.
Mise à jour du récit • Jul 01

FER: Future U.S. Infrastructure Wins Will Not Offset Rich Pricing

Analysts have raised their fair value estimate for Ferrovial to about €43.62 from €41.05, citing high asset quality but also noting limited upside on the current asset base at prevailing share levels. This is reflected in a recent downgrade to Neutral and a €70 price target.
Mise à jour du récit • Jun 17

FER: High Asset Quality And US Contracts Will Support Balanced Outlook

Analysts have slightly increased their fair value estimate for Ferrovial, with the price target moving to about €61. This reflects fine-tuning of discount rate and margin assumptions following recent research that cites solid asset quality but more limited upside at current share levels.
Mise à jour du récit • Jun 03

FER: High Asset Quality And Toll Pricing Power Will Shape Balanced Outlook

Narrative Update Ferrovial's analyst fair value estimate has been adjusted from €59.83 to €60.95, as analysts weigh recent downgrades that highlight solid asset quality but limited perceived upside on the current asset base at recent share levels. Analyst Commentary Recent research updates on Ferrovial converge around strong asset quality and a fuller valuation at current share levels, with target prices in the $70 to $70.93 range and rating shifts toward more neutral stances.
Mise à jour du récit • Apr 25

FER: Toll Pricing Power And U.S. Inflation Pass Through Will Shape Balanced Outlook

Ferrovial's analyst price target edges higher to €70.93, with analysts citing limited upside after the recent rally but still pointing to potential benefits from 407 ETR pricing and U.S. Managed Lanes inflation pass-through, while unawarded summer project wins are kept outside current valuations. Analyst Commentary Bullish Takeaways Bullish analysts see room for earnings support from potential price increases at the 407 ETR highway, which could help underpin cash flow and justify valuations closer to the current price targets.
Mise à jour du récit • Apr 09

FER: Toll Pricing Power And Managed Lanes Will Frame Balanced Risk Outlook

Ferrovial's analyst price target has been adjusted to €59.88, a level supported by analysts who point to updated discount rate and growth assumptions, an ongoing debate between more cautious views on near term upside after the recent rally, and constructive opinions around toll road pricing and U.S. managed lanes exposure. Analyst Commentary Recent research covers a spectrum of views on Ferrovial, with some analysts focusing on upside potential from core assets and others highlighting more limited room for further re-rating after the recent share price move.
Mise à jour du récit • Mar 25

FER: Toll Pricing Power And New Assets Will Shape Future Risk Balance

Narrative Update Ferrovial's updated analyst price target edges slightly lower as analysts factor in a modestly softer growth outlook and higher discount rate. At the same time, recent target moves to around €70 highlight support from toll road pricing power and potential upside from new assets that is not yet fully reflected in valuations.
Mise à jour du récit • Mar 10

FER: Toll Pricing And Buybacks Will Shape Future Risk Reward Balance

The analyst price target for Ferrovial has inched higher to about €60.06 from €59.90, as analysts factor in slightly higher assumed revenue growth, a modestly lower discount rate, and support from recent bullish coverage that highlights potential benefits from toll price initiatives and U.S. managed lanes exposure, even as some see limited further re rating after the recent share rally. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets of around €70 as a signal that they see room for value creation if Ferrovial executes on its current concessions and pipeline.
Mise à jour du récit • Feb 24

FER: 407 ETR Pricing And Buybacks Will Guide Future Risk Reward Balance

Ferrovial's analyst fair value estimate has shifted slightly higher to €59.90 from €58.39, reflecting updated assumptions on revenue growth, discount rate and future P/E, along with recent Street price targets of €70 that cite expectations around 407 ETR pricing and the U.S. Managed Lanes business. Analyst Commentary Bullish analysts have been lifting their price targets on Ferrovial to €70, pointing to specific assets and earnings drivers rather than broad market themes.
Article d’analyse • Feb 09

Does Ferrovial (BME:FER) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit • Feb 08

FER: Rising Morgan Stanley Outlook And Buybacks Will Shape Future Returns

Ferrovial's analyst fair value estimate has edged up from €56.98 to €58.39, as analysts factor in updated assumptions on revenue growth, margins and future P/E multiples, alongside a series of recent price target increases from €56 to €64 and then to €70. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in stages, from €56 to €64 and now to €70.
Mise à jour du récit • Jan 24

FER: Higher Morgan Stanley Outlook And Index Inclusion Will Shape Future Returns

Analysts have nudged their price expectations for Ferrovial higher, with the fair value estimate edging up from about €56.52 to €56.98. This move is supported by recent street research in which Morgan Stanley raised its price target in stages from €56 to €64 and then to €70.
Mise à jour du récit • Jan 09

FER: Raised Price Outlook And Index Addition Will Shape Future Balanced Returns

Analysts have lifted their fair value estimate for Ferrovial to €56.52 from €55.77, along with a higher Street price target to €64 from €56, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Analysts updating their models on Ferrovial are focusing on how the revised fair value and the higher Street price target line up with their expectations for returns, risk and execution quality.
Article d’analyse • Dec 29

Ferrovial (BME:FER) Has A Pretty 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 • Dec 24

FER: Index Addition And Stock Split Will Support Future Balanced Returns

Analysts have nudged their fair value estimate for Ferrovial higher to €55.77 from €53.86, citing expectations of slightly improved profit margins and a modestly higher future earnings multiple that more than offset softer projected revenue growth. What's in the News Ferrovial SE has been added to the NASDAQ-100 Index, increasing its visibility among global institutional investors (Key Developments).
Mise à jour du récit • Dec 09

FER: Margin Gains And Stock Split Will Support Balanced Returns

Narrative Update on Ferrovial Analysts have modestly lifted their price target on Ferrovial, citing improving profit margins and a slightly lower future P E multiple. Their fair value estimate has moved from approximately EUR 53.18 to EUR 53.86 following recent target increases on the Street, including a move to EUR 52.50.
Mise à jour du récit • Nov 25

FER: Improved Margins And Stable Outlook Will Support Earnings Into 2025

Ferrovial's analyst price target has been increased slightly, rising from €52.99 to €53.18. Analysts cite improvements in profit margin and a continued positive outlook from recent research updates.
Mise à jour du récit • Nov 09

FER: Improved Profit Margins And Solar Projects Will Support Earnings Outlook

Ferrovial's analyst price target has been raised from approximately €50.21 to €52.99. Analysts cite improved profit margins and updated research reports supporting a modest valuation increase.
Mise à jour du récit • Oct 26

Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes

Ferrovial's updated analyst price target has increased slightly to €50.21. This change reflects analysts' optimism following recent target hikes based on improved revenue growth expectations, despite minor adjustments to discount and profit margin estimates.
Article d’analyse • Oct 16

Ferrovial's (BME:FER) Returns On Capital Are Heading Higher

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Mise à jour du récit • Oct 12

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s analyst price target has increased modestly from €48.54 to €49.58, as analysts cite improving revenue growth forecasts and incremental gains in profit margins. These factors support a slightly more favorable outlook for the company.
Mise à jour du récit • Sep 28

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s consensus price target was revised upwards, driven by robust earnings momentum, expansion in North America, and higher expected returns from core assets, partially offset by macroeconomic and valuation concerns, resulting in a modest increase in fair value from €47.62 to €48.54. Analyst Commentary Bullish analysts cited robust earnings momentum and improved visibility in Ferrovial’s core infrastructure assets as key drivers for upward price target revisions.
Article d’analyse • Sep 22

We Ran A Stock Scan For Earnings Growth And Ferrovial (BME:FER) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Mise à jour du récit • Sep 13

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial's consensus price target increased modestly to €47.62 as analysts cited improved outlook for infrastructure assets, strong traffic recovery, and robust cash flow expectations, though some caution remains due to near-term limitations and regulatory uncertainties. Analyst Commentary Bullish analysts raised price targets citing improved outlook for key infrastructure assets and ongoing expansion in core markets.
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Nouveau récit • Nov 07

US Toll Roads And Airport Growth Propel Revenue Amid Construction And Market Challenges

Strong U.S. Toll Roads results and airport passenger growth suggest future revenue increases with infrastructure enhancements in progress.

Analyse de la rémunération des PDG

Comment la rémunération de Ignacio Fernandez a-t-elle évolué par rapport aux bénéfices de Ferrovial?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

€592m

Mar 31 2026n/an/a

€730m

Dec 31 2025€6m€2m

€868m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€6m€1m

€3b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€736m

Mar 31 2024n/an/a

€588m

Dec 31 2023€4m€1m

€320m

Sep 30 2023n/an/a

€302m

Jun 30 2023n/an/a

€164m

Mar 31 2023n/an/a

€139m

Dec 31 2022€3m€1m

€113m

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€960m

Dec 31 2021€3m€1m

€829m

Sep 30 2021n/an/a

-€261m

Jun 30 2021n/an/a

-€484m

Mar 31 2021n/an/a

-€424m

Dec 31 2020€2m€937k

-€452m

Sep 30 2020n/an/a

€100m

Jun 30 2020n/an/a

€251m

Mar 31 2020n/an/a

€535m

Dec 31 2019€2m€250k

€458m

Rémunération vs marché: La rémunération totale de Ignacio ($USD 7.11M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Spanish ($USD 3.81M ).

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

PDG

Ignacio Fernandez (60 yo)

7yrs
Titularisation
€6,160,000
Compensation

Mr. Ignacio Madridejos Fernández has been the Chief Executive Officer and Executive Director of Ferrovial SE (Also Known as Ferrovial, S.A.) since September 30, 2019. He had been the President of CEMEX USA...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.7yrs€7.05m0.21%
€ 73.2m
Ignacio Fernandez
CEO & Executive Director7yrs€6.16m0.030%
€ 10.1m
Ernesto Mozo
Chief Financial Officer16.9yrspas de données0.029%
€ 10.0m
Angel Sanchez
Major Projects & Operations Director2.2yrspas de donnéespas de données
Ignacio del Pino
Chief Investment Officer1.8yrspas de donnéespas de données
Dimitris Bountolos
Chief Information & Innovation Officer6.2yrspas de donnéespas de données
Silvia Ruiz
Investor Relations Directorno datapas de donnéespas de données
Geerte Hesen
General Counsel2.3yrspas de donnéespas de données
Patricia Leiva
Director of Communication & Corporate Social Responsibility3.5yrspas de donnéespas de données
Carlos Paredes
Chief Human Resources Officer6.7yrspas de donnéespas de données
Valentín Arias
Director of Sustainabilityno datapas de donnéespas de données
Ignacio Garcia Bilbao
Chief Financial Officer of Ferrovial Constructionno datapas de donnéespas de données
4.8yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Gestion expérimentée: L'équipe de direction de FER est considérée comme expérimentée (ancienneté moyenne 4.8 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.7yrs€7.05m0.21%
€ 73.2m
Ignacio Fernandez
CEO & Executive Director7yrs€6.16m0.030%
€ 10.1m
Philip Bowman
Non-Executive Independent Director10.2yrs€175.00k0.0048%
€ 1.6m
Óscar Fanjul Martín
Non-Executive Independent Vice Chairman11.2yrs€243.00k0.0072%
€ 2.4m
Juan Manuel Hoyos de Irujo
Non-Executive Independent Lead Director6.9yrs€175.00k0.0011%
€ 378.0k
Emani Sarma
Independent Non-Executive Directorless than a yearpas de donnéespas de données
Maria del Pino y Calvo-Sotelo
Non-Executive Director20yrs€175.00k0.088%
€ 30.1m
Bruno V. Di Leo
Non-Executive Independent Director8.2yrs€174.00k0.000050%
€ 17.0k
Gonzalo Urquijo y de Araoz
Non-Executive Independent Director6.8yrs€183.00kpas de données
Hildegard Wortmann
Non-Executive Independent Director5.3yrs€168.00k0.000050%
€ 17.0k
Elisenda Bou-Balust
Non-Executive Independent Directorless than a yearpas de donnéespas de données
7.0yrs
Durée moyenne de l'emploi
68yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de FER sont considérés comme expérimentés (ancienneté moyenne 7 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/16 21:20
Cours de l'action en fin de journée2026/09/16 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

Ferrovial N.V. est couverte par 29 analystes. 20 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
null nullBanco de Sabadell. S.A.
José ArroyasBanco Santander
Nabil AhmedBarclays