Iberdrola, S.A.

Report azionario BME:IBE

Capitalizzazione di mercato: €133.1b

Iberdrola Performance degli utili passati

Criteri Il passato verificati 5/6

Iberdrola ha registrato una crescita degli utili a un tasso medio annuo di 9.7%, 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 2.6%. Il ritorno sul capitale proprio di Iberdrola è 9.8% e ha margini netti di 12.6%.

Informazioni chiave

9.69%

Tasso di crescita degli utili

10.10%

Tasso di crescita dell'EPS

Electric Utilities Crescita del settore11.41%
Tasso di crescita dei ricavi2.62%
Rendimento del capitale proprio9.79%
Margine netto12.62%
Prossimo aggiornamento sugli utili22 Jul 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

IBE: Neutral Outlook As Renewable JV Expansion And Governance Changes Shape Returns

The analyst price target for Iberdrola has moved slightly higher to about €19.17, with analysts pointing to updated assumptions around long term profit margins and P/E multiples. This comes even as revenue growth expectations are adjusted and recent price target changes from major firms highlight valuation as a key consideration.

IBE: Neutral Outlook With Renewable JV And Governance Moves Shaping Next Phase

Analysts have nudged the fair value estimate for Iberdrola slightly higher to €18.84, citing a series of price target revisions around €20 to €20.50 and a cluster of Neutral ratings. These indicate a more balanced risk reward view following the recent share price move.

IBE: Neutral Stance And Renewable JV Expansion Will Shape A Balanced Outlook

The updated analyst price target for Iberdrola is now set at about €18.80, a slight move from roughly €18.76, as analysts weigh a richer valuation following recent downgrades to Neutral and mixed price target revisions across the Street. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets around €20 to €20.50 see room for upside versus the current average target of about €18.80, which implies some confidence that Iberdrola can justify a richer valuation.

IBE: Neutral Ratings And Renewable JV Expansion Will Shape A Balanced Outlook

The analyst fair value estimate for Iberdrola has moved slightly higher to about €18.76, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples, as reflected in recent neutral ratings and price targets around €20 to €20.50. Analyst Commentary Recent research updates cluster around a neutral view on Iberdrola, with several firms now aligned around price targets of about €20 to €20.50.

IBE: Mixed Ratings And Renewable JV Expansion Will Shape A Balanced Outlook

Analysts have nudged their price target for Iberdrola to about €18.70 from roughly €17.90. This reflects updated views on slightly lower revenue growth assumptions, a broadly stable discount rate, modestly higher profit margin forecasts, and a higher expected future P/E multiple informed by recent mixed rating actions and target revisions across the Street.

IBE: Project Execution And Policy Stability Will Shape A Balanced Outlook

Analysts have nudged Iberdrola’s price target higher by €1.50, reflecting updated assumptions around a slightly lower discount rate, adjusted revenue growth and margin expectations, as well as a modest tweak to future P/E estimates. Analyst Commentary Recent price target revisions suggest analysts are fine tuning their expectations for Iberdrola, with valuation work now reflecting slightly different assumptions on discount rates, revenue growth and margins, as well as updated P/E inputs.

IBE: Power Demand And Green Hydrogen Will Shape A Balanced Outlook

Narrative update The analyst price target for Iberdrola moves up by about €0.50 to €17.89. Analysts broadly cite updated assumptions around profit margins and future P/E, as well as mixed recent research that includes a €1.50 target increase, an upgrade to Buy, and a separate Sell rating at €16.20.

IBE: Power Demand And Green Hydrogen Projects Will Shape Balanced Outlook

Analysts have nudged their price target for Iberdrola slightly higher to €17.39 from €17.32, citing mixed recent views. Some see support from growing electricity demand in the U.S. and UK, while others express caution with targets around €16.20.

IBE: Rising Power Demand And Hydrogen Projects Will Support Mixed-View Outlook

Analysts have nudged their fair value estimate for Iberdrola slightly higher, from EUR 17.15 to EUR 17.32, citing both rising electricity demand in key markets and incremental improvements in long term profitability and valuation assumptions despite mixed rating actions. Analyst Commentary Recent rating and target price changes highlight a divided but incrementally constructive view on Iberdrola, with differing opinions on how much of the company’s improving fundamentals are already reflected in the share price.

Iberdrola (BME:IBE) Has Announced A Dividend Of €0.2033

Dec 18
Iberdrola (BME:IBE) Has Announced A Dividend Of €0.2033

IBE: Key Market Power Demand Will Support Operations Amid Mixed Ratings Narrative

Analysts have nudged their fair value estimate for Iberdrola slightly higher to EUR 17.15 from EUR 17.06, citing a stronger multiyear revenue growth outlook and supportive recent rating and target price revisions despite some dissenting views. Analyst Commentary Street research remains divided on Iberdrola, with recent rating changes and target price revisions underscoring a debate around how much of the multiyear growth story is already reflected in the share price.

Iberdrola, S.A.'s (BME:IBE) Shareholders Might Be Looking For Exit

Dec 07
Iberdrola, S.A.'s (BME:IBE) Shareholders Might Be Looking For Exit

IBE: Demand In Key Markets Will Support Operations Amid Sector Challenges

Analysts have modestly raised their price target for Iberdrola from €16.82 to €17.06. They cite increased demand for electricity in key markets and an improved profit outlook as reasons for this adjustment.

IBE: Earnings Outlook And Execution Will Face Sector Headwinds And Operational Risks

The consensus analyst price target for Iberdrola has increased modestly from €16.50 to €16.82. This change reflects updated analyst expectations based on incremental improvements in projected profit margin and fair value, despite slower anticipated revenue growth and a higher discount rate.

Iberdrola's (BME:IBE) Dividend Will Be €0.2025

Nov 02
Iberdrola's (BME:IBE) Dividend Will Be €0.2025

Recent Upgrades And Sector Momentum Will Drive Broader Grid Modernization Efforts

Analysts have raised their fair value estimate for Iberdrola from €16.32 to €16.50. This reflects higher anticipated revenue growth and a series of improved price targets from recent research coverage.

US And UK Expansion Will Fuel Future Grid Modernization

The analyst price target for Iberdrola has increased modestly from EUR 16.14 to EUR 16.32. This change reflects analysts' optimism driven by recent positive revisions to revenue growth forecasts and supportive updates from multiple research firms.

US And UK Expansion Will Fuel Future Grid Modernization

The consensus price target for Iberdrola saw a marginal upward revision to €16.14, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News Iberdrola experienced a significant incident at its Flyers Creek wind farm in Australia, where a GE Vernova turbine blade bent in half following storm-related damage; the damaged blade was removed from service, and a replacement is pending installation (Recharge News).

US And UK Expansion Will Fuel Future Grid Modernization

With consensus revenue growth forecasts steady at 3.7% and a modest decline in future P/E from 19.53x to 18.83x indicating slightly improved valuation, Iberdrola’s consensus analyst price target remains unchanged at €15.94. What's in the News Iberdrola announced a private placement of common shares for gross proceeds of €5,016,000.

Iberdrola's (BME:IBE) Shareholders Will Receive A Bigger Dividend Than Last Year

Jun 25
Iberdrola's (BME:IBE) Shareholders Will Receive A Bigger Dividend Than Last Year

Investors Will Want Iberdrola's (BME:IBE) Growth In ROCE To Persist

Jun 24
Investors Will Want Iberdrola's (BME:IBE) Growth In ROCE To Persist

We Think Some Shareholders May Hesitate To Increase Iberdrola, S.A.'s (BME:IBE) CEO Compensation

May 23
We Think Some Shareholders May Hesitate To Increase Iberdrola, S.A.'s (BME:IBE) CEO Compensation
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Regulatory Hurdles And Debt Overload Threaten Profit Margins And Earnings Stability

Increased exposure to A-Rated countries may lead to stricter regulations and compliance costs, impacting net margins due to necessary regulatory investments.

Ripartizione dei ricavi e delle spese

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


Storico di utili e ricavi

BME:IBE Ricavi, spese e utili (EUR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2643,5115,4927,1040
31 Dec 2544,0765,6917,1290
30 Sep 2545,4855,2487,4780
30 Jun 2544,8454,8397,3720
31 Mar 2544,9254,6577,5460
31 Dec 2442,9883,9147,4740
30 Sep 2445,2596,4557,8830
30 Jun 2445,7086,2357,8420
31 Mar 2446,5535,8957,8150
31 Dec 2349,3354,6217,6200
30 Sep 2353,2394,7747,1300
30 Jun 2355,7834,6317,0720
31 Mar 2357,2604,6686,9590
31 Dec 2253,9494,2416,6190
30 Sep 2249,0184,4606,2240
30 Jun 2244,7924,3676,0460
31 Mar 2241,1763,7985,7500
31 Dec 2139,1143,7655,6320
30 Sep 2136,8973,2825,6160
30 Jun 2135,4303,2175,4690
31 Mar 2133,8083,3085,4070
31 Dec 2033,1453,5555,4280
30 Sep 2034,2293,5925,3380
30 Jun 2034,6243,6775,3920
31 Mar 2035,7253,7815,3760
31 Dec 1936,4383,4725,3660
30 Sep 1935,2513,5355,2530
30 Jun 1935,7703,2925,2210
31 Mar 1935,8713,1915,2230
31 Dec 1835,0763,0655,1490
30 Sep 1835,5902,7315,3770
30 Jun 1833,7752,9815,3920
31 Mar 1832,4113,0675,1220
31 Dec 1731,2633,0575,0180
30 Sep 1729,1773,1814,2110
30 Jun 1728,9362,8674,1750
31 Mar 1728,7702,7654,0990
31 Dec 1628,7592,8064,1410
30 Sep 1629,2672,5444,3560
30 Jun 1630,1912,3624,4500
31 Mar 1630,8232,4494,4760
31 Dec 1531,4192,4224,3540
30 Sep 1531,5252,4664,2550
30 Jun 1530,9732,4414,1130

Guadagni di qualità: IBE ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di IBE (12.6%) IBE sono più alti rispetto allo scorso anno (10.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di IBE sono cresciuti del 9.7% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di IBE nell'ultimo anno ( 17.9% ) supera la media quinquennale ( 9.7% all'anno).

Guadagni vs Settore: La crescita degli utili IBE nell'ultimo anno ( 17.9% ) ha superato la percentuale del settore Electric Utilities -2.6%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 9.8% ) di IBE 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'azienda2026/05/04 10:04
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2026/03/31
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

Iberdrola, S.A. è coperta da 41 analisti. 19 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
null nullBanco de Sabadell. S.A.
Bosco Muguiro EulateBanco Santander
José Ruiz FernandezBarclays