NV Bekaert Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Yves Kerstens
Amministratore delegato
€1.6m
Compenso totale
| Percentuale dello stipendio del CEO | 52.73% |
| Mandato del CEO | 2.7yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 2.7yrs |
| Durata media del Consiglio di amministrazione | 6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 17
BEKB: Dividend Increase And Buyback Will Not Offset Weaker Profit Outlook
Analysts have kept the NV Bekaert price target unchanged at €34.5. The stable fair value reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The annual general meeting on 13 May 2026 approved a gross dividend of €1.95 per share, with an ex-dividend date on 15 May 2026 and payment on 19 May 2026 (Key Developments).Aggiornamento della narrazione • Apr 26
BEKB: Dividend Lift And 2025 Buyback Will Not Offset Weak Outlook
Analysts have kept their €34.50 price target for NV Bekaert unchanged, citing updated model inputs around the discount rate, revenue growth, profit margin, and future P/E, which currently balance out to the same fair value estimate. What's in the News Special or extraordinary shareholders meeting scheduled for May 13, 2026 at 10:30 Romance Standard Time.Aggiornamento della narrazione • Apr 12
BEKB: Higher Dividend And 2025 Buyback Will Not Reverse Weak Prospects
The analyst price target for NV Bekaert is unchanged at €34.5, with analysts keeping their view steady because updated assumptions for discount rate, revenue growth, profit margin and future P/E remain closely aligned with prior estimates. What's in the News NV Bekaert SA proposed a dividend of €1.95 per share, compared with the prior €1.90 per share level.Aggiornamento della narrazione • Mar 28
BEKB: Dividend And Buyback Plans Will Not Prevent Weaker Future Returns
Analysts have kept the NV Bekaert price target steady at €34.50, citing only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What's in the News Proposed dividend per share set at €1.95, compared with the prior €1.90 level, which can matter if you focus on income from holdings (Key Developments).Aggiornamento della narrazione • Mar 11
BEKB: Higher Discount Rate And Modest Margins Will Restrain Future Returns
Analysts have lifted their price target on NV Bekaert from €32.00 to €34.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The proposed dividend adjustment from €1.90 to €1.95 per share reflects an updated capital return plan for shareholders (Key Developments).
Aggiornamento della narrazione • Feb 24
BEKB: Stable Fair Value And Slightly Higher Future P/E Will Support Outlook
Analysts have maintained their price target for NV Bekaert at around €40.67, citing only minor adjustments to their discount rate, revenue growth and profit margin assumptions, along with a slightly higher expected future P/E multiple. Valuation Changes Fair Value: Modelled fair value remains at approximately €40.67, with no change between the previous and updated estimates.Aggiornamento della narrazione • Feb 09
BEKB: 2025 Sales Guidance And Updated Assumptions Will Support Steady Outlook
Analysts have lifted their price target for NV Bekaert to €40.67 per share, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the latest available data. What's in the News NV Bekaert issued earnings guidance for fiscal year 2025.Aggiornamento della narrazione • Jan 25
BEKB: Index Inclusion And 2025 Sales Guidance Will Support Steady Outlook
Analysts have trimmed their price target for NV Bekaert to around €40.67 from about €41.30, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NV Bekaert issued earnings guidance for fiscal 2025, with expected sales of around €3.7b.Aggiornamento della narrazione • Jan 11
BEKB: Index Inclusion And 2025 Guidance Will Support Steady Fairly Valued Outlook
Narrative Update on NV Bekaert Analysts have kept their fair value target for NV Bekaert steady at €41.30, with only marginal tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E. This reflects a largely unchanged view of the company’s valuation drivers.Aggiornamento della narrazione • Dec 26
BEKB: Index Addition And 2025 Guidance Will Support Steady Future Performance
Analysts have made a marginal upward revision to their price target for NV Bekaert, now set at €41.30. This reflects slightly lower discount rate assumptions and a largely unchanged view on the company’s long term growth, profitability, and valuation multiples.Articolo di analisi • Dec 17
Market Still Lacking Some Conviction On NV Bekaert SA (EBR:BEKB)
NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 10.7x might make it look like a buy right now...Aggiornamento della narrazione • Dec 11
BEKB: Index Inclusion Will Drive Future Upside From Stable Earnings Outlook
Analysts have modestly raised their price target on NV Bekaert to €41.30 from €41.00. This reflects a slightly higher assumed future valuation multiple and an updated risk profile, despite largely unchanged growth and margin expectations.Aggiornamento della narrazione • Nov 27
BEKB: Euronext 150 Index Inclusion Will Drive Long-Term Shareholder Value
Analysts have slightly lowered their price target for NV Bekaert from €41.90 to €41.30. This change reflects a modest adjustment based on updated forecasts and shifting profit expectations.Aggiornamento della narrazione • Nov 11
BEKB: Future Prospects Remain Bright With Euronext 150 Index Inclusion
Narrative Update on NV Bekaert: Analyst Price Target Change Analysts have maintained their fair value estimate for NV Bekaert at €41.90. They cite stable projections for revenue growth and profit margins, despite a slight increase in the discount rate and future price-to-earnings expectations.Aggiornamento della narrazione • Oct 28
Earnings Initiatives and Share Buyback Program Will Shape Profit Outlook
Narrative Update on NV Bekaert: Analyst Price Target Change Analysts have reaffirmed their price target for NV Bekaert at €41.90, citing stable fair value estimates and minimal adjustments to future projections as key reasons for maintaining their outlook. What's in the News NV Bekaert provided earnings guidance for 2025 and 2026, anticipating slightly lower sales on a like-for-like basis compared to 2024 and confirming the ambition to achieve 10% profit levels by 2026.Aggiornamento della narrazione • Oct 14
Global Renewable Demand Will Drive Sustainable Infrastructure Expansion
Analyst Price Target Update for NV Bekaert Analysts have lowered their fair value estimate for NV Bekaert from €43.70 to €41.90. They cite updated projections for revenue growth and profit margins as key factors in the revision.Articolo di analisi • Sep 20
We Think NV Bekaert (EBR:BEKB) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jun 27
There Is A Reason NV Bekaert SA's (EBR:BEKB) Price Is Undemanding
With a price-to-earnings (or "P/E") ratio of 7.3x NV Bekaert SA ( EBR:BEKB ) may be sending bullish signals at the...Articolo di analisi • May 16
NV Bekaert (EBR:BEKB) Has Announced That It Will Be Increasing Its Dividend To €1.33
The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.33 on the 20th of May...Articolo di analisi • Mar 09
There May Be Some Bright Spots In NV Bekaert's (EBR:BEKB) Earnings
Shareholders appeared unconcerned with NV Bekaert SA's ( EBR:BEKB ) lackluster earnings report last week. Our analysis...
Nuova narrazione • Mar 02
Expanding Rubber Reinforcement Capacity In Indonesia And India Will Strengthen Future Presence
Focus on cost structure optimization and divestment from low-margin sectors to improve net margins and earnings through strategic resource allocation.Articolo di analisi • Dec 18
NV Bekaert SA's (EBR:BEKB) Business And Shares Still Trailing The Market
NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 6.7x might make it look like a buy right now...Articolo di analisi • Oct 18
Investors Will Want NV Bekaert's (EBR:BEKB) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Articolo di analisi • Sep 09
NV Bekaert (EBR:BEKB) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jul 27
Investors Aren't Buying NV Bekaert SA's (EBR:BEKB) Earnings
NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 7.7x might make it look like a strong buy right now...Articolo di analisi • Jun 05
We Think NV Bekaert (EBR:BEKB) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • May 01
NV Bekaert (EBR:BEKB) Is Increasing Its Dividend To €1.26
NV Bekaert SA ( EBR:BEKB ) will increase its dividend from last year's comparable payment on the 14th of May to €1.26...Articolo di analisi • Apr 17
NV Bekaert (EBR:BEKB) Will Pay A Larger Dividend Than Last Year At €1.26
NV Bekaert SA's ( EBR:BEKB ) dividend will be increasing from last year's payment of the same period to €1.26 on 14th...Articolo di analisi • Apr 03
NV Bekaert (EBR:BEKB) Is Increasing Its Dividend To €1.26
NV Bekaert SA ( EBR:BEKB ) will increase its dividend from last year's comparable payment on the 14th of May to €1.26...Articolo di analisi • Mar 19
NV Bekaert's (EBR:BEKB) Dividend Will Be Increased To €1.26
NV Bekaert SA ( EBR:BEKB ) has announced that it will be increasing its dividend from last year's comparable payment on...Articolo di analisi • Mar 05
NV Bekaert's (EBR:BEKB) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.26 on the 14th of May...Articolo di analisi • Jan 08
An Intrinsic Calculation For NV Bekaert SA (EBR:BEKB) Suggests It's 33% Undervalued
Key Insights NV Bekaert's estimated fair value is €65.99 based on 2 Stage Free Cash Flow to Equity NV Bekaert is...Articolo di analisi • Dec 21
These 4 Measures Indicate That NV Bekaert (EBR:BEKB) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Articolo di analisi • Dec 06
NV Bekaert (EBR:BEKB) Is Experiencing Growth In Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Articolo di analisi • Oct 05
Are Investors Undervaluing NV Bekaert SA (EBR:BEKB) By 25%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, NV Bekaert fair value estimate is €56.08 NV Bekaert is...Articolo di analisi • Sep 18
NV Bekaert (EBR:BEKB) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Aug 31
Investors Will Want NV Bekaert's (EBR:BEKB) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Articolo di analisi • Jun 24
Is NV Bekaert SA (EBR:BEKB) Trading At A 41% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, NV Bekaert fair value estimate is €69.17 NV Bekaert's €41.14...Articolo di analisi • May 25
NV Bekaert (EBR:BEKB) Is Experiencing Growth In Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Articolo di analisi • May 09
NV Bekaert's (EBR:BEKB) Upcoming Dividend Will Be Larger Than Last Year's
The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.16 on the 15th of May...Articolo di analisi • Apr 05
NV Bekaert's (EBR:BEKB) Upcoming Dividend Will Be Larger Than Last Year's
The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.16 on the 15th of May...Articolo di analisi • Mar 20
Is NV Bekaert SA (EBR:BEKB) Trading At A 45% Discount?
Key Insights The projected fair value for NV Bekaert is €69.95 based on 2 Stage Free Cash Flow to Equity NV Bekaert is...Articolo di analisi • Mar 04
NV Bekaert (EBR:BEKB) Has Announced That It Will Be Increasing Its Dividend To €1.16
NV Bekaert SA ( EBR:BEKB ) has announced that it will be increasing its dividend from last year's comparable payment on...Articolo di analisi • Mar 03
Is NV Bekaert (EBR:BEKB) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | €2m | €870k | €67m |
| Sep 30 2025 | n/a | n/a | €121m |
| Jun 30 2025 | n/a | n/a | €174m |
| Mar 31 2025 | n/a | n/a | €206m |
| Dec 31 2024 | €2m | €870k | €239m |
| Sep 30 2024 | n/a | n/a | €247m |
| Jun 30 2024 | n/a | n/a | €255m |
| Mar 31 2024 | n/a | n/a | €255m |
| Dec 31 2023 | €2m | €290k | €255m |
Compensazione vs Mercato: La retribuzione totale di Yves ($USD 1.92M ) è superiore alla media delle aziende di dimensioni simili nel mercato Belgian ($USD 1.27M ).
Compensazione vs guadagni: La retribuzione di Yves è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Yves Kerstens (59 yo)
2.7yrs
Mandato
€1,649,865
Compensazione
Mr. Yves Kerstens is Director of Etex N.V. since 2025. Mr. Kerstens serves as the Chief Operating Officer and Director of Bridgestone Asia Pacific Pte. Ltd.He had been Chief Operating Officer and served a...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.7yrs | €1.65m | Nessun dato | |
| Chief Financial Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Chief Operations Officer | 2.8yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Innovation and Technology Officer | 3.1yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal & Compliance Officer | 7.3yrs | Nessun dato | Nessun dato | |
| Chief Communications Officer and VP of Sustainable Finance & Community Relations | no data | Nessun dato | Nessun dato | |
| Interim Chief Human Resources Officer | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President Steel Wire Solutions Americas | no data | Nessun dato | Nessun dato | |
| Chief Executive Officer of Rubber Reinforcement | 1.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Steel Wire Solutions Transformation | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Steel Wire Solutions EMEA | no data | Nessun dato | Nessun dato |
2.7yrs
Durata media
59.5yo
Età media
Gestione esperta: Il team dirigenziale di BEKB è considerato esperto (durata media dell'incarico 2.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.7yrs | €1.65m | Nessun dato | |
| Director | 10yrs | €100.00k | Nessun dato | |
| Independent Director | 1yr | €75.00k | Nessun dato | |
| Independent Director | 6yrs | €100.00k | 0.0080% € 162.2k | |
| Independent Director | 6yrs | €105.00k | 0.0099% € 200.6k | |
| Director | 10yrs | €100.00k | Nessun dato | |
| Director | 1yr | €60.00k | Nessun dato | |
| Director | 10yrs | €90.00k | Nessun dato | |
| Independent Chairman | 7yrs | €650.00k | 0.14% € 2.9m | |
| Director | 7yrs | €100.00k | Nessun dato | |
| Director | 4yrs | €90.00k | Nessun dato |
6.0yrs
Durata media
57yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BEKB sono considerati esperti (durata media dell'incarico 6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 08:08 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
NV Bekaert SA è coperta da 8 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mourad Lahmidi | BNP Paribas |
| Bin Gao | BofA Global Research |
| Frank Claassen | Degroof Petercam |