Norsk Hydro ASA

OB:NHY Rapport sur les actions

Capitalisation boursière : NOK 176.9b

Norsk Hydro Gestion

Gestion contrôle des critères 4/4

Le PDG Norsk Hydro est Eivind Kallevik, nommé en Feb2013, a un mandat de 13.5 ans. La rémunération annuelle totale est NOK 15.06M, composée du salaire de 54% et des bonus 46%, y compris les actions et options de la société. détient directement 0.005% des actions de la société, d'une valeur de NOK 8.81M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.7 ans et 4.3 ans.

Informations clés

Eivind Kallevik

Directeur général

NOK 15.1m

Rémunération totale

Pourcentage du salaire du PDG54.00%
Durée du mandat du directeur général13.5yrs
Propriété du PDG0.005%
Durée moyenne d'occupation des postes de direction4.7yrs
Durée moyenne du mandat des membres du conseil d'administration4.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Jul 30

NHY: Slovalco Restart And Execution Risks Will Likely Cap Future Returns

Norsk Hydro's fair value estimate has been revised slightly lower to NOK 61.71, reflecting a series of reduced analyst price targets in the NOK 93 to NOK 116 range and updated assumptions on discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Norsk Hydro points to a more cautious stance from several bearish analysts.
Article d’analyse • Jul 25

Norsk Hydro ASA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, Norsk Hydro ASA ( OB:NHY ) recently reported its second-quarter numbers. Revenues were kr56b...
Mise à jour du récit • Jul 16

NHY: Execution Risks And Slovalco Restart Will Likely Restrain Future Upside

Analysts have taken a slightly more cautious view on Norsk Hydro, trimming the fair value estimate and price targets. Several recent revisions in the NOK 93 to NOK 116 range factor in more moderate revenue growth assumptions, steady margins, and updated P/E expectations.
Mise à jour du récit • Jul 01

NHY: Future Execution Risks Will Likely Cap Aluminum Price Optimism

The updated analyst price target for Norsk Hydro reflects a lower fair value estimate of NOK 65.91, down from NOK 69.52, as analysts incorporate recent target cuts and rating changes while also acknowledging adjustments to projected growth, margins, and valuation multiples. Analyst Commentary Recent research updates on Norsk Hydro point to a more mixed backdrop, with several bearish analysts trimming price targets or cutting ratings, even as others maintain or raise their fair value views.
Mise à jour du récit • Jun 16

NHY: Mixed Rating Shifts And Dividend Plans Will Shape Future Risk Reward

Analysts have lifted the fair value estimate for Norsk Hydro to NOK 108.29 from NOK 104.18, broadly in line with recent Street price target increases into the NOK 110 to NOK 120 range and reflecting updated assumptions around discount rates, profit margins and forward P/E multiples. Analyst Commentary Recent Street research on Norsk Hydro points to a mixed but relatively balanced view, with several price targets in the NOK 110 to NOK 120 range and a cluster of Hold or Neutral ratings around the current valuation.
Mise à jour du récit • Jun 02

NHY: Future Aluminum Price Optimism Will Likely Outrun Earnings Delivery Risks

The analyst fair value estimate for Norsk Hydro has been revised from NOK 50.26 to NOK 69.52. Analysts cite a series of recent price target increases, upgrades and conviction list additions as they factor in updated expectations for revenue growth, profit margins and a higher future P/E multiple.
Mise à jour du récit • May 16

NHY: Extrusion Restructuring And Dividend Policy Will Support Future Upside Re Rating

Analysts have trimmed their fair value estimate for Norsk Hydro to NOK 137.00 from about NOK 138.97. This reflects a mix of higher modeled revenue growth and profit margins, a slightly lower assumed future P/E, and recent mixed rating and price target changes across Citi, Goldman Sachs, JPMorgan, Morgan Stanley, Danske Bank, and others.
Mise à jour du récit • May 02

NHY: Mixed Ratings And Restructuring Actions Will Shape Future Risk Reward Balance

The updated analyst price target for Norsk Hydro has moved higher to NOK 104.18 from NOK 82.63. This reflects a recalibration of expectations as analysts weigh recent mixed rating changes against revised assumptions for revenue growth, profit margins and future P/E levels.
Mise à jour du récit • Apr 18

NHY: Extrusion Restructuring And Dividend Policy Will Support Future Re-Rating

Analysts have lifted the fair value estimate for Norsk Hydro from NOK 120 to about NOK 139. This reflects updated assumptions for higher revenue growth and profit margins, even as recent research shows a mix of upgraded price targets and fresh downgrades on concerns around downstream recovery and demand headwinds.
Mise à jour du récit • Apr 03

NHY: Extrusion Restructuring And Dividend Will Support Higher Future Earnings Multiples

Norsk Hydro's updated fair value estimate moves to NOK 120 from NOK 110, as analysts factor in slightly higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple, supported by a recent series of price target increases and rating upgrades across the Street. Analyst Commentary Recent research on Norsk Hydro shows a mixed set of opinions, but there has been a clear cluster of more constructive views alongside the latest fair value update.
Mise à jour du récit • Mar 20

NHY: Extrusion Restructuring And Dividend Plans Will Support Higher Future Earnings Multiples

Norsk Hydro’s analyst fair value estimate has been raised from NOK 102.0 to NOK 110.0, reflecting updated views on revenue growth, profit margins and forward P/E after a mix of recent target hikes and rating changes across the Street. Analyst Commentary Recent Street research on Norsk Hydro shows a split view, but with a clear cluster of bullish analysts lifting price targets and ratings as they reassess the company’s earnings power and valuation.
Mise à jour du récit • Mar 06

NHY: Restructuring And Upstream Exposure Will Shape Balanced Returns Ahead

The updated analyst price target for Norsk Hydro moves to NOK 82.63 from NOK 79.25, with the change broadly supported by recent Street research. Several firms increased their NOK-based targets, while others flagged demand and downstream recovery risks.
Mise à jour du récit • Feb 20

NHY: Extrusion Restructuring And Dividend Plans Will Support Future Earnings Multiples

Analysts have raised their fair value estimate for Norsk Hydro from NOK 99 to NOK 102. This reflects updated assumptions for revenue growth, margins and a lower future P/E, even as several recent broker downgrades highlight concerns around demand, currency and the pace of downstream recovery.
Mise à jour du récit • Feb 06

NHY: Restructuring And Hydropower Expansion Will Support Higher Future Earnings Multiples

Norsk Hydro's analyst price target has moved up to NOK 99. Analysts point to updated assumptions for the discount rate, revenue trajectory, profit margins and future P/E expectations to support the new level.
Mise à jour du récit • Jan 23

NHY: Restructuring And Hydropower Investment Will Shape Balanced Returns Ahead

Narrative Update Analysts have lifted their implied fair value estimate for Norsk Hydro from NOK 74.13 to NOK 79.25, reflecting higher Street price targets in the NOK 75 to NOK 99 range and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research on Norsk Hydro has leaned constructive in recent months, with several firms adjusting their price targets upward into the NOK 75 to NOK 99 range.
Mise à jour du récit • Jan 09

NHY: Restructuring And Hydropower Expansion Are Expected To Support Higher Multiples

Narrative Update The analyst price target for Norsk Hydro has moved to NOK 99 from NOK 79. Analysts attribute this change to updated views on long-term fair value, margins and future P/E support, as reflected in recent target increases across the Street.
Mise à jour du récit • Dec 25

NHY: Rising Aluminum Price Hopes Will Likely Prove Overly Optimistic

The analyst fair value estimate for Norsk Hydro has been raised from approximately NOK 46.0 to NOK 50.3. This change reflects analysts' upward revisions to price targets following continued Overweight and Outperform ratings, as well as a stronger outlook for profitability despite modestly weaker revenue growth assumptions. Analyst Commentary Recent research updates have generally reflected a constructive stance on Norsk Hydro, with multiple price target increases signalling confidence in the companys earnings resilience and balance sheet strength.
Mise à jour du récit • Dec 11

NHY: Cost Cuts And Hydropower Expansion Will Drive Balanced Returns Ahead

Norsk Hydro's analyst fair value estimate has been lifted to about NOK 74 from roughly NOK 72, as analysts point to a series of recent price target hikes across major banks. These reflect slightly stronger profit margin expectations and more supportive forward valuation multiples, despite modestly weaker revenue growth assumptions.
Mise à jour du récit • Nov 27

NHY: Cost Reductions And Power Investment Will Define Fair Performance Ahead

Norsk Hydro’s analyst price target has risen by NOK 2 to NOK 72.13, as analysts cite improved forecasts for fair value and revenue growth as the main drivers behind this update. Analyst Commentary Recent adjustments to Norsk Hydro’s price target reflect a mix of bullish optimism and cautious perspectives among market analysts.
Article d’analyse • Nov 15

Subdued Growth No Barrier To Norsk Hydro ASA's (OB:NHY) Price

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Metals and Mining industry in Norway, you could...
Mise à jour du récit • Nov 05

NHY: Future Cost Cuts and Margin Resilience Are Set to Shape Performance

The consensus analyst price target for Norsk Hydro has increased slightly from NOK 69 to approximately NOK 70.13. This change reflects updated expectations for the company's profit margins and ongoing positive sentiment from recent analyst reviews.
Mise à jour du récit • Oct 22

Analysts Raise Norsk Hydro Price Targets Amid Cost Cuts and Improved Profit Outlook

The analyst fair value estimate for Norsk Hydro has increased from NOK 66.87 to NOK 69.00. This change reflects analysts' improved outlook following multiple recent upward price target revisions by major firms.
Mise à jour du récit • Oct 08

Sustainable Metals Demand Will Transform Future Industry Landscape

The analyst price target for Norsk Hydro has increased modestly, with the consensus fair value estimate rising from NOK 65.93 to NOK 66.87. Analysts cite slightly improved profit margins and recent upward price target revisions despite lingering market uncertainty.
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Nouveau récit • Nov 13

Hydro's Renewable Pivot And Strategic Partnerships Power Greener Growth And Profitability

Execution of renewable projects and recycling focus positions Hydro for revenue growth by diversifying energy sources and capturing premium markets.

Analyse de la rémunération des PDG

Comment la rémunération de Eivind Kallevik a-t-elle évolué par rapport aux bénéfices de Norsk Hydro?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

NOK 10b

Mar 31 2026n/an/a

NOK 6b

Dec 31 2025NOK 15mNOK 8m

NOK 7b

Sep 30 2025n/an/a

NOK 11b

Jun 30 2025n/an/a

NOK 10b

Mar 31 2025n/an/a

NOK 10b

Dec 31 2024NOK 14mNOK 7m

NOK 6b

Sep 30 2024n/an/a

NOK 1b

Jun 30 2024n/an/a

NOK 191m

Mar 31 2024n/an/a

NOK 3b

Dec 31 2023NOK 10mNOK 5m

NOK 4b

Sep 30 2023n/an/a

NOK 6b

Jun 30 2023n/an/a

NOK 14b

Mar 31 2023n/an/a

NOK 20b

Dec 31 2022NOK 8mNOK 4m

NOK 24b

Sep 30 2022n/an/a

NOK 31b

Jun 30 2022n/an/a

NOK 25b

Mar 31 2022n/an/a

NOK 16b

Dec 31 2021NOK 8mNOK 4m

NOK 12b

Sep 30 2021n/an/a

NOK 12b

Jun 30 2021n/an/a

NOK 11b

Mar 31 2021n/an/a

NOK 7b

Dec 31 2020NOK 6mNOK 4m

NOK 4b

Sep 30 2020n/an/a

-NOK 3b

Jun 30 2020n/an/a

-NOK 5b

Mar 31 2020n/an/a

-NOK 3b

Dec 31 2019NOK 7mNOK 4m

-NOK 2b

Rémunération vs marché: La rémunération totale de Eivind ($USD 1.59M ) est dans la moyenne des entreprises de taille similaire sur le marché Norwegian ($USD 2.09M ).

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

PDG

Eivind Kallevik (59 yo)

13.5yrs
Titularisation
NOK 15,060,000
Compensation

Mr. Eivind Kallevik serves as Member of Corporate Management Board at Norsk Hydro ASA since February 15, 2013 and serves as its President and Chief Executive Officer since May 13, 2024. He served as Execut...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Eivind Kallevik
CEO, President & Member of Corporate Management Board13.5yrsNOK 15.06m0.0050%
NOK 8.8m
Trond Christophersen
Executive VP3.8yrsNOK 8.91m0.00077%
NOK 1.4m
Anne-Lene Midseim
Executive VP of Compliance11.6yrsNOK 7.07m0.0026%
NOK 4.6m
Hanne Simensen
Executive VP of Hydro Aluminium Metal & Member of Corporate Management Board2.3yrsNOK 8.26m0.000040%
NOK 70.8k
John Thuestad
Executive VP of Hydro Bauxite & Alumina and Member of Corporate Management Board8.2yrsNOK 16.50m0.0047%
NOK 8.4m
Hilde Nordh
Executive VP of People & HSE and Member of Corporate Management Board7.6yrsNOK 5.73m0.0022%
NOK 4.0m
Paul Warton
Executive VP of Hydro Extrusions & Member of Corporate Management Board5.5yrsNOK 17.04m0.0018%
NOK 3.3m
Therese Holm
Member of Corporate Management Board3.8yrsNOK 4.49m0.00045%
NOK 796.1k
Kari Thorud
Executive VP of Hydro Energy & Member of Corporate Management Board2.1yrsNOK 5.90m0.000020%
NOK 35.4k
Peik Norenberg
Head of Corporate Financeno datapas de donnéespas de données
Baard Haugen
Acting Head of Investor Relationsno datapas de donnéespas de données
Olav Linge
Executive Vice President for Communication & Public Affairsless than a yearpas de donnéespas de données
4.7yrs
Durée moyenne de l'emploi
57.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de NHY est considérée comme expérimentée (ancienneté moyenne 4.7 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Kim Wahl
Director1.3yrsNOK 301.00k0.0020%
NOK 3.6m
Espen Gundersen
Independent Director2.3yrsNOK 646.00k0.00051%
NOK 902.3k
Rune Bjerke
Independent Chairman of the Board6.2yrsNOK 1.17m0.0014%
NOK 2.4m
Marianne Wiinholt
Independent Director10.3yrsNOK 1.02mpas de données
Jane Toogood
Independent Director2.3yrsNOK 715.00k0.000050%
NOK 88.5k
Bjorn Moxnes
Employee Representative Director4.3yrsNOK 646.00k0.000060%
NOK 106.1k
Arve Baade
Employee Representative Director7.8yrsNOK 581.00k0.00036%
NOK 636.9k
Ellen Olstad
Employee Representative Directorno dataNOK 314.00k0.00032%
NOK 566.1k
Kristin Kragseth
Independent Deputy Chair4.3yrsNOK 648.00k0.000060%
NOK 106.1k
Philip New
Independent Director4.3yrsNOK 929.00k0.000080%
NOK 141.5k
Margunn Sundve
Employee Representative Director4.3yrsNOK 469.00k0.000080%
NOK 141.5k
4.3yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de NHY sont considérés comme expérimentés (ancienneté moyenne 4.3 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/14 20:00
Cours de l'action en fin de journée2026/08/14 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'équipe de classe mondiale 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

Norsk Hydro ASA est couverte par 34 analystes. 15 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 nullABG Sundal Collier
Amos FletcherBarclays
Charlie ClarkBerenberg