Dow Gestione
Criteri Gestione verificati 3/4
Dow Il CEO è Jim Fitterling, nominato in Aug2018, e ha un mandato di 7.75 anni. la retribuzione annua totale è $ 19.08M, composta da 8.9% di stipendio e 91.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.043% delle azioni della società, per un valore di $ 11.21M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.5 anni e 7.3 anni.
Informazioni chiave
Jim Fitterling
Amministratore delegato
US$19.1m
Compenso totale
| Percentuale dello stipendio del CEO | 8.89% |
| Mandato del CEO | 7.8yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 2.5yrs |
| Durata media del Consiglio di amministrazione | 7.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 12
Dow: Iran Benefits Justify The Rally But Are Priced In
Summary Dow is retained as a 'Hold' as Middle East supply disruptions have rapidly shifted the chemical sector outlook from bearish to bullish but are reflected in valuation. Q2 is expected to see revenue reach $12 billion and EBITDA more than double to $2 billion, with further upside if disruptions persist. Cost cuts, improved operating efficiency, and a strong U.S. footprint position DOW to benefit from elevated pricing and supply chain shifts. With a 3.7% dividend yield, a secure payout, and at least a $2 billion run rate of free cash flow, DOW's rally is justified despite cyclicality concerns. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 02
DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook
Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.
Aggiornamento della narrazione • Apr 18
DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple
Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.Aggiornamento della narrazione • Apr 04
DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple
Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.
Aggiornamento della narrazione • Mar 21
DOW: Gulf Supply Disruptions Will Fail To Sustain Recently Improved Margins
Analysts have raised the fair value estimate for Dow from $22.00 to $27.00, citing higher price targets associated with tighter global polyethylene supply, expectations for stronger margins, and revised P/E assumptions following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Dow has shifted sharply more constructive, with several large firms lifting ratings and price targets in response to tighter global polyethylene supply and disruption linked to the Iran conflict.Aggiornamento della narrazione • Mar 05
DOW: Commodity Margin Upside And Oversupply Risks Shape Balanced Future Outlook
Analysts have raised their implied fair value estimate for Dow from about $27.81 to roughly $29.94, citing higher Street price targets and expectations for firmer commodity margins, as recent research highlights potential upside risks for petrochemical pricing and polyethylene supply. Analyst Commentary Recent Street research on Dow reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess commodity exposure, margins, and demand trends in chemicals and petrochemicals.Aggiornamento della narrazione • Feb 18
DOW: Improving Industry Setup And Buybacks Will Support Higher Future Earnings Multiple
Analysts have trimmed their fair value estimate for Dow to about $38.39 from $41.52, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E, even as recent Street research has generally moved official price targets higher by $1 to $5. Analyst Commentary Recent Street research on Dow has tilted constructive, with several bullish analysts lifting their price targets in quick succession.Articolo di analisi • Feb 12
Dow Inc.'s (NYSE:DOW) Price Is Right But Growth Is Lacking After Shares Rocket 28%
Despite an already strong run, Dow Inc. ( NYSE:DOW ) shares have been powering on, with a gain of 28% in the last...Aggiornamento della narrazione • Feb 04
DOW: Oversupply And Weak Margins Will Undermine Fragile Earnings Outlook
Analysts have nudged their average price targets on Dow higher by low single digit dollars, citing recent target raises from firms such as Citi, UBS, Jefferies, RBC Capital, and Mizuho. One reduction from BofA reflects more cautious views on oversupply and mixed sector conditions.Aggiornamento della narrazione • Jan 21
DOW: Cost Discipline And Mixed Industry Backdrop Shape Balanced Future Prospects
Narrative Update on Dow Analysts have nudged their average price target on Dow slightly higher by about US$4, reflecting updated expectations around revenue growth, profitability, and future P/E assumptions following recent sector and company specific research. Analyst Commentary Recent research shows a split view on Dow, with some price targets moving higher and at least one trim, while ratings generally sit in the middle of the road.Aggiornamento della narrazione • Jan 07
DOW: Cost Driven Earnings Will Prove Fragile In Weak Commodity Cycle
Narrative Update on Dow Analysts have nudged their average price target on Dow higher to around the mid 20s. This reflects mixed views that balance recent cost driven earnings strength with ongoing caution around the durability of commodity and end market demand.Aggiornamento della narrazione • Dec 18
DOW: Cost Controls And AI Modernization Will Face Cyclical Commodity Headwinds
Analysts have nudged their fair value estimate for Dow higher, lifting the price target by about $2 to reflect improved cost controls and better operating rates highlighted in recent research, even as they caution that these commodity tailwinds may prove temporary. Analyst Commentary Bearish analysts continue to flag structural and cyclical headwinds that could limit upside for Dow, even after the recent rally.Aggiornamento della narrazione • Dec 04
DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential
Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.Aggiornamento della narrazione • Nov 20
DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance
Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.Aggiornamento della narrazione • Nov 05
DOW: Cost Efficiencies And Operating Rates Will Support Upside Despite Commodity Volatility
Analysts have raised their price target for Dow Inc. by approximately $0.71, reflecting improving revenue growth and cost efficiencies.Aggiornamento della narrazione • Oct 22
Analysts Adjust Dow Price Target Amid Uncertainty Highlighted in Recent Earnings and Valuation Updates
Analysts have lowered their fair value price target for Dow by approximately $0.59 to $27.24. They cite a weaker macroeconomic outlook, softer industrial demand, and ongoing concerns about the company's earnings trajectory.Aggiornamento della narrazione • Oct 08
Capital Adjustments And Cost Cuts Will Support Cash Flow
Narrative Update on Dow: Analyst Price Target Revision Analysts have reduced their price target for Dow to $26 from $30, citing ongoing challenges such as weak earnings prospects, risks to exports due to tariffs, and an anticipated dividend cut. Analyst Commentary Recent updates from Street research have highlighted both optimistic and cautious perspectives on Dow's outlook amid challenging market conditions.Aggiornamento della narrazione • Sep 24
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.Aggiornamento della narrazione • Sep 09
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s consensus price target was modestly lowered to $28.65 as analysts cite persistently weak demand, soft pricing, ongoing risks to export volumes, reduced EBITDA forecasts, and the heightened possibility of a dividend cut amid sustained earnings pressure. Analyst Commentary Persistently weak operating environment and soft demand across Dow’s end markets continue to depress pricing and volumes.Articolo di analisi • Jun 25
Dow Inc.'s (NYSE:DOW) Low P/S No Reason For Excitement
When close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...Articolo di analisi • Jun 01
Is Dow (NYSE:DOW) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 25
Dow Moves To A Crisis Footing As Downside Risks Build (Rating Downgrade)
Summary Dow's shares have underperformed due to weak pricing power, manufacturing activity, and Chinese construction market, with a 40% drop since my last "buy" recommendation. Given weak results, Dow is aggressively cutting costs and improving liquidity, including job cuts, delaying projects, and selling assets to preserve cash. The 9.6% dividend yield is at risk, especially if the economy worsens, with a potential 25-50% chance of a significant cut. Given the uncertain macro environment and trade tensions, I downgrade Dow to a "hold," given it may have to prioritize its balance sheet over shareholders. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Dow: Wait And See For The Cycle To Turn
Summary Dow Inc. faces challenges with slowing sales, margin pressures, and a potentially unsustainable 7.46% dividend yield amid a tough global environment. The company’s segments, particularly Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure, are experiencing declining sales due to oversupply and weak global demand. Despite strategic cost-cutting and reduced CapEx plans, Dow's valuation metrics and negative free cash flow raise concerns about its financial health. Given the cyclical nature of the business and current market conditions, I rate Dow as a hold, awaiting a positive market cycle. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Dow Is An Excessively Cheap Materials Stock (Technical Analysis)
Summary Despite net negative technicals, there were key bottoming signs for the stock in the indicators and so a bullish reversal may be near. Q4 earnings were a bit disappointing but revenue growth remains at above average levels compared to past years. The P/S ratio's major contraction reflects undervaluation in the stock as it is disconnected from the financials and is at an excessive discount to the sector. I initiate Dow stock at a buy rating as the potential for a bullish reversal is high and the fundamental setup is appealing at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Tough Environment Offers A Cyclical Buying Opportunity For Dow
Summary Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly. Despite current struggles, Dow's strong balance sheet and strategic partnerships position it well for a cyclical rebound, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Dow: Don't Buy Yet
Summary Dow's stock has been declining since April 2024 due to challenging macro conditions, weak earnings, and removal from the Dow Jones index. Elevated capital expenditures are forecasted until 2027, straining the balance sheet, while earnings remain insufficient to cover both capex and shareholder returns. Reversal of globalization and weak demand in key markets like Europe and China further complicate Dow's earnings outlook, necessitating asset sales or debt. Despite a clear management plan, the current economic conditions and financial strain warrant patience, with potential risks to dividend sustainability and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Dow Is A Buy For The Very Patient
Summary Dow Inc. shares have dropped 25% in three months, but the stock has value due to its strategic supply chain role and decent dividend. Dow's three main segments—Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coating—are crucial for various industries, making it a key economic player. Despite soft demand and macroeconomic risks, Dow's balance sheet can support its 7% dividend, with potential mid-term earnings growth from ongoing projects. Dow offers a potential 14% CAGR by 2028, but due to economic volatility, it should be a small part of a diversified portfolio. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Dow: A 6% Dividend Yield Opportunity As Materials Giant Remains Undervalued (Upgrade)
Summary Dow Inc. gets upgraded to a buy from my prior sell rating, as its 6% dividend yield and undervaluation present an opportunity. Although it has weak revenue and earnings forecasts, DOW could see an upside from future growth in the construction and data-center segments. The firm has investment-grade ratings from top agencies like Fitch. Trading at a 1-year low price and 20% below its 200-day SMA, it presents a nice potential upside and price appreciation, should future earnings beat estimates. The continued risk of environmental contamination issues could pose a future downside risk of lawsuits, negative press, and fines. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Dow: Portfolio Optimization Ahead, Buy Reiterated
Summary Dow's portfolio continues to evolve, and we positively view the company's EU asset optimization. Investor sentiment on chemicals appears to be near a low point. The company offers downside protection thanks to a solid balance sheet and supportive shareholders' remuneration. DOW's strategic investments in high-growth businesses are expected to drive multi-year earnings growth. Our buy is confirmed. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Dow: Stabilization And China Key To Q3 Earnings Results
Summary Dow's shares have gained 6% over the past year, lagging behind the S&P 500, due to ongoing weakness in China. Q2 results showed a 4% sales decline, but signs of stabilization are emerging, with volumes and prices marginally improving. Key focus for Q3 includes revenue stability and margin management amid Chinese economic challenges and potential stimulus impacts. Despite current sluggishness, Dow's valuation is attractive with a 6.6% free cash flow yield and potential 15% upside, making it a buy. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$3b |
| Dec 31 2025 | US$19m | US$2m | -US$3b |
| Sep 30 2025 | n/a | n/a | -US$1b |
| Jun 30 2025 | n/a | n/a | -US$994m |
| Mar 31 2025 | n/a | n/a | US$281m |
| Dec 31 2024 | US$19m | US$2m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$21m | US$2m | US$578m |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$19m | US$2m | US$5b |
| Sep 30 2022 | n/a | n/a | US$6b |
| Jun 30 2022 | n/a | n/a | US$7b |
| Mar 31 2022 | n/a | n/a | US$7b |
| Dec 31 2021 | US$25m | US$2m | US$6b |
| Sep 30 2021 | n/a | n/a | US$6b |
| Jun 30 2021 | n/a | n/a | US$4b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$22m | US$2m | US$1b |
| Sep 30 2020 | n/a | n/a | -US$2b |
| Jun 30 2020 | n/a | n/a | -US$2b |
| Mar 31 2020 | n/a | n/a | -US$2b |
| Dec 31 2019 | US$16m | US$1m | -US$2b |
Compensazione vs Mercato: La retribuzione totale di Jim ($USD 19.08M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Jim è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Jim Fitterling (63 yo)
7.8yrs
Mandato
US$19,078,777
Compensazione
Mr. James R. Fitterling, also known as Jim, serves as an Independent Director at 3M Company since February 5, 2021 and has been it's Lead Independent Director since April 03, 2024. He has been Chief Execut...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | US$19.08m | 0.043% $ 11.2m | |
| Chief Financial Officer | 2.6yrs | US$6.08m | 0.00015% $ 38.9k | |
| Chief Operating Officer | 1.4yrs | US$7.17m | 0.0088% $ 2.3m | |
| General Counsel & Corporate Secretary | 7.1yrs | US$4.86m | 0.011% $ 2.9m | |
| Executive Officer | less than a year | US$4.74m | 0.021% $ 5.4m | |
| Chief Technology & Sustainability Officer | 4.1yrs | Nessun dato | 0.0061% $ 1.6m | |
| Chief Information & Digital Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Corporate Development | 2.3yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 3.5yrs | Nessun dato | 0.0021% $ 539.8k | |
| Senior Vice President of Operations | no data | US$4.08m | 0.0088% $ 2.3m | |
| President of Performance Materials & Coatings and Executive Oversight of Asia Pacific | 2.1yrs | Nessun dato | 0.00074% $ 192.1k |
2.5yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di DOW è considerato esperto (durata media dell'incarico 2.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | US$19.08m | 0.043% $ 11.2m | |
| Independent Director | 23.3yrs | US$355.01k | 0.0095% $ 2.5m | |
| Independent Director | 8.3yrs | US$330.01k | 0.00024% $ 62.3k | |
| Independent Lead Director | 11.3yrs | US$400.01k | 0.0031% $ 796.8k | |
| Independent Director | 8.3yrs | US$330.01k | 0.0036% $ 939.5k | |
| Independent Director | 6.8yrs | US$350.01k | 0.00018% $ 46.7k | |
| Independent Director | 4.1yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$330.01k | 0.0015% $ 394.5k | |
| Independent Director | 5.1yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 8.3yrs | US$350.01k | 0.00052% $ 135.0k | |
| Independent Director | 6.1yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$330.01k | 0.00037% $ 96.0k |
7.3yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DOW sono considerati esperti (durata media dell'incarico 7.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 12:24 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| 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
Dow Inc. è coperta da 36 analisti. 14 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 |
|---|---|
| William Selesky | Argus Research Company |
| null null | Argus Research Company |
| Michael Leithead | Barclays |