Acciona, S.A.

Report azionario BME:ANA

Capitalizzazione di mercato: €13.5b

Acciona Performance degli utili passati

Criteri Il passato verificati 4/6

Acciona ha registrato una crescita degli utili a un tasso medio annuo di 11.1%, mentre il settore Electric Utilities ha registrato utili in crescita a un tasso medio annuo di 16.2%. I ricavi sono stati in crescita a un tasso medio annuo di 23.8%. Il ritorno sul capitale proprio di Acciona è 18% e ha margini netti di 3.7%.

Informazioni chiave

11.09%

Tasso di crescita degli utili

11.16%

Tasso di crescita dell'EPS

Electric Utilities Crescita del settore11.41%
Tasso di crescita dei ricavi23.76%
Rendimento del capitale proprio17.96%
Margine netto3.74%
Prossimo aggiornamento sugli utili07 May 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

ANA: Higher Fair Value And Downgrade Will Constrain Future Equity Returns

Analysts have raised their fair value estimate for Acciona by about €9 to €183, reflecting revised assumptions on revenue growth, margins and a slightly lower discount rate, even as recent research includes both a higher price target and a rating downgrade. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of €183 as support for a more constructive view on Acciona's long term earnings power and project pipeline.

ANA: Future Margin Confidence Will Reflect Mixed Rating Shift And Stable Fair Value

Analysts keep the fair value estimate for Acciona steady at €225.0, with a small adjustment to the discount rate and updated views from recent research, including a downgrade to Reduce and a €10 increase in one price target, shaping the latest price target rationale. Analyst Commentary Recent research on Acciona shows a mix of views, with the fair value estimate held steady at €225.0 and opinions split on the near term share price path.

ANA: Mixed Rating Signals Will Shape Future Margin And Discount Rate Confidence

Acciona's analyst price target has shifted from €202.00 to €225.00, with analysts attributing this change to updated views on discount rates, profit margins and future P/E assumptions. Recent research has been mixed, including a downgrade to Reduce and a separate €10 increase in the price target.

ANA: Softer Earnings Outlook In 2026 Will Pressure Elevated P/E

Analysts have held their fair value estimate for Acciona at €125 while revising assumptions to reflect a lower discount rate, softer revenue expectations, slightly slimmer profit margins, and a marginally lower future P/E, influenced by a recent downgrade to Reduce and a higher price target from the Street. Analyst Commentary Recent Street research paints a more cautious picture around Acciona, even as the fair value estimate is held steady.

ANA: 2026 Earnings Cliff Fears Will Weigh On Future Returns

Analysts have raised their fair value estimate for Acciona from about €166.51 to roughly €174.88. This change reflects updated views on discount rates, margins and growth, following recent target revisions that include a higher price target from one firm and downgrades to Hold and Underperform from others.

ANA: Earnings Cliff In 2026 Will Undermine Raised P/E Assumptions

Analysts have raised their price expectations for Acciona by €10. They cite updated assumptions for the discount rate, revenue trends, profit margins and future P/E as the key drivers behind the new target.

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Higher Fair Value

Analysts have raised their fair value estimate for Acciona by €10 to €125, citing updated assumptions for revenue trends, profit margins, and a lower future P/E multiple, alongside recent mixed rating changes and price targets from the Street. Analyst Commentary Recent Street research on Acciona reflects a more cautious tone, with several bearish analysts tempering their expectations even as some price targets remain well above the latest fair value estimate of €125.

Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

Jan 12
Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

ANA: 2026 Earnings Cliff Fears Will Drive A More Cautious Outlook

Analysts have nudged their fair value estimate for Acciona up from €161.74 to €166.51, reflecting updated assumptions on discount rate, revenue trends, profit margin, and future P/E after recent downgrades and fresh price targets that highlight concerns about a potential earnings cliff in 2026 and a more cautious stance on the shares. Analyst Commentary Recent research has turned more cautious on Acciona, with two downgrades and price targets that sit close to, or below, the updated fair value estimate of €166.51.

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Raised Fair Value Estimate

Analysts have raised their fair value estimate for Acciona from EUR 105 to EUR 115, despite a higher discount rate and softer long-term margin assumptions. This reflects a more supportive view of the company’s earnings trajectory than implied by recent Street downgrades.

ANA: Downgrades And 2026 Earnings Cliff Fears Will Shape Outlook

Analysts have nudged their blended price target for Acciona modestly higher to about EUR 162 from roughly EUR 159, reflecting a slightly lower discount rate and marginally improved long term growth assumptions, even as recent downgrades flag an approaching earnings cliff and question how much growth is being priced into its concession assets. Analyst Commentary Street research has turned more cautious on Acciona, with a string of downgrades highlighting concerns about the durability of earnings beyond the current project cycle and the degree of growth already embedded in consensus expectations and valuation multiples.

ANA: Recent Downgrade and Rising Discount Rate Will Shape Earnings Outlook

Narrative Update: Acciona Analyst Price Target Revised Analysts have lowered their fair value estimate for Acciona from EUR 158.21 to EUR 159.10, reflecting a modest uptick. Recent Street research, however, cautions that market expectations for concession asset growth may be overly optimistic.

ANA: Concession Asset Optimism Will Face Downside Risk After Sell Rating

Narrative Update on Acciona Analysts have modestly raised Acciona's fair value estimate from €155.73 to €158.21. They cite expectations that the market is overestimating growth prospects for the company's concession assets.

Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Oct 29
Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Analysts Debate Acciona’s Growth as Price Target Cut and Valuation Adjusted Amid Buyback

Narrative Update on Acciona Acciona's analyst price target has been reduced from €141 to €135, as analysts express caution about overly optimistic growth expectations for the company’s concession assets. Analyst Commentary Following the recent revision in Acciona's price target, analysts have shared a range of perspectives on the outlook for the company.

Acciona (BME:ANA) Has A Somewhat Strained Balance Sheet

Sep 09
Acciona (BME:ANA) Has A Somewhat Strained Balance Sheet

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

With no significant changes in Acciona's key valuation metrics, including a stable consensus price target of €153.25, analyst sentiment and fair value remain essentially unchanged. Valuation Changes Summary of Valuation Changes for Acciona The Consensus Analyst Price Target remained effectively unchanged, at €153.25.

When Should You Buy Acciona, S.A. (BME:ANA)?

Aug 26
When Should You Buy Acciona, S.A. (BME:ANA)?

Is Now The Time To Put Acciona (BME:ANA) On Your Watchlist?

Jul 30
Is Now The Time To Put Acciona (BME:ANA) On Your Watchlist?

Acciona, S.A.'s (BME:ANA) Business Is Yet to Catch Up With Its Share Price

Jul 15
Acciona, S.A.'s (BME:ANA) Business Is Yet to Catch Up With Its Share Price

Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Jun 27
Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Acciona (BME:ANA) Has More To Do To Multiply In Value Going Forward

Jun 02
Acciona (BME:ANA) Has More To Do To Multiply In Value Going Forward

Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25

May 18
Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25
User avatar

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

Acciona's strong infrastructure backlog and renewable energy expansion set a foundation for revenue and operating margin growth through large-scale projects.

Ripartizione dei ricavi e delle spese

Come Acciona guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

BME:ANA Ricavi, spese e utili (EUR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 2521,4908033,9390
30 Sep 2521,5898183,8710
30 Jun 2521,6888323,8020
31 Mar 2521,2836273,7460
31 Dec 2420,8784223,6890
30 Sep 2420,3603063,6010
30 Jun 2419,8421903,5130
31 Mar 2418,9053663,3390
31 Dec 2317,9675413,1640
30 Sep 2316,0636242,8540
30 Jun 2314,1587072,5440
31 Mar 2313,1855742,3810
31 Dec 2212,2114412,2180
30 Sep 2211,3224132,1280
30 Jun 2210,4323852,0370
31 Mar 229,6303361,9980
31 Dec 218,6673321,8950
30 Sep 218,3955491,8780
30 Jun 217,6695131,7230
31 Mar 217,2173991,5480
31 Dec 207,2713871,6210
30 Sep 207,2802171,5250
30 Jun 207,5262191,5920
31 Mar 207,9533571,6280
31 Dec 197,8753521,5990
30 Sep 197,9283191,5630
30 Jun 198,0222971,5100
31 Mar 197,9863401,4930
31 Dec 187,9713281,4860
30 Sep 187,9502101,5130
30 Jun 188,0073261,5140
31 Mar 187,9362211,5110
31 Dec 177,8672201,4970
30 Sep 177,4452361,4640
30 Jun 177,062-1641,4100
31 Mar 176,7173631,3530
31 Dec 166,5323521,3200
30 Sep 166,4383891,2770
30 Jun 166,4597011,2620
31 Mar 166,7412141,2660
31 Dec 156,7912071,2540
30 Sep 156,9712021,3020
30 Jun 157,1342191,3180

Guadagni di qualità: ANA ha un grande una tantum guadagno di €613.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di ANA (3.7%) ANA sono più alti rispetto allo scorso anno (2%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di ANA sono cresciuti del 11.1% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di ANA nell'ultimo anno ( 90.3% ) supera la media quinquennale ( 11.1% all'anno).

Guadagni vs Settore: La crescita degli utili ANA nell'ultimo anno ( 90.3% ) ha superato la percentuale del settore Electric Utilities -2.6%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 18% ) di ANA è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/02 04:55
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Acciona, S.A. è coperta da 23 analisti. 10 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.

AnalistaIstituzione
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Oscar Nájar RíosBanco Santander
Manuel PalomoBNP Paribas