Ackermans & Van Haaren(ACKB)株式概要アッカーマンス&ヴァン・ハーレンNVは、海洋エンジニアリングおよび請負、プライベート・バンキング、不動産および高齢者介護、エネルギーおよび資源、グロース・キャピタル事業を世界各地で展開している。 詳細ACKB ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績5/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より39.3%で取引されている 収益は年間3.13%増加すると予測されています 過去1年間で収益は28.9%増加しました リスク分析リスクチェックの結果、ACKB 、リスクは検出されなかった。すべてのリスクチェックを見るACKB Community Fair Values Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN12.0% undervaluedAnalystConsensusTarget•18d agoACKB: Net Profit Set To Increase At Least 15% In 2025 Guidance15909Top Analyst NarrativesAckermans & Van HaarenANAnalystConsensusTargetBased on Analyst Price TargetsACKB: Net Profit Set To Increase At Least 15% In 2025 GuidanceAckermans & Van Haaren is leaning on standout momentum in its private banking businesses and marine engineering arm, while also using its strong cash position to branch into new investments. The key question is whether these bets keep paying off—or whether reliance on a few major units and the challenge of integrating new deals could trip up the story.View narrative€304.14FV12.0% 割安 内在価値ディスカウント2.45%Revenue growth p.a.Set Fair ValueView159users have viewed this narrative0users have liked this narrative0users have commented on this narrative9users have followed this narrative19 days ago author updated this narrativeView all narrativesAckermans & Van Haaren NV 競合他社DEME GroupSymbol: ENXTBR:DEMEMarket cap: €4.3bMoury ConstructSymbol: ENXTBR:MOURMarket cap: €297.9mCompagnie d'Entreprises CFESymbol: ENXTBR:CFEBMarket cap: €311.5mCenergy HoldingsSymbol: ENXTBR:CENERMarket cap: €4.6b価格と性能株価の高値、安値、推移の概要Ackermans & Van Haaren過去の株価現在の株価€267.6052週高値€300.2052週安値€208.20ベータ0.771ヶ月の変化-4.43%3ヶ月変化-5.77%1年変化25.05%3年間の変化74.79%5年間の変化91.28%IPOからの変化3,777.60%最新ニュースナラティブ更新 • Jun 25ACKB: Future Returns Will Reflect Higher Multiple And Adjusted Profitability AssumptionsAnalysts have raised their Ackermans & Van Haaren price target slightly to about €304 from roughly €296. This reflects updated assumptions on the discount rate, profit margin and future P/E that together indicate a modestly higher fair value estimate.ナラティブ更新 • Jun 05ACKB: Future Returns Will Reflect Raised Price Outlook And Updated Risk ProfileAnalysts have lifted their price target for Ackermans & Van Haaren to €330 from €289, reflecting updated views on the stock's earnings profile and valuation assumptions. What's in the News The analyst price target for Ackermans & Van Haaren has been raised to €330 from €289, reflecting updated earnings assumptions and a revised valuation framework.お知らせ • Jun 03Ackermans & Van Haaren NV to Report Fiscal Year 2026 Final Results on Mar 31, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 final results on Mar 31, 2027お知らせ • Jun 02+ 1 more updateAckermans & Van Haaren NV to Report Fiscal Year 2026 Results on Feb 26, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 results on Feb 26, 2027Buy Or Sell Opportunity • May 19Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €277. The fair value is estimated to be €349, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.7%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.ナラティブ更新 • May 17ACKB: Future Returns Will Reflect Updated Risk Profile And P E AssumptionsAnalysts have raised their price target on Ackermans & Van Haaren to €330 from €289, citing updated views on the stock's risk profile, earnings outlook and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €330 price target as better aligning the stock with their updated P/E assumptions, suggesting the current valuation may not fully reflect their earnings expectations.最新情報をもっと見るRecent updatesナラティブ更新 • Jun 25ACKB: Future Returns Will Reflect Higher Multiple And Adjusted Profitability AssumptionsAnalysts have raised their Ackermans & Van Haaren price target slightly to about €304 from roughly €296. This reflects updated assumptions on the discount rate, profit margin and future P/E that together indicate a modestly higher fair value estimate.ナラティブ更新 • Jun 05ACKB: Future Returns Will Reflect Raised Price Outlook And Updated Risk ProfileAnalysts have lifted their price target for Ackermans & Van Haaren to €330 from €289, reflecting updated views on the stock's earnings profile and valuation assumptions. What's in the News The analyst price target for Ackermans & Van Haaren has been raised to €330 from €289, reflecting updated earnings assumptions and a revised valuation framework.お知らせ • Jun 03Ackermans & Van Haaren NV to Report Fiscal Year 2026 Final Results on Mar 31, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 final results on Mar 31, 2027お知らせ • Jun 02+ 1 more updateAckermans & Van Haaren NV to Report Fiscal Year 2026 Results on Feb 26, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 results on Feb 26, 2027Buy Or Sell Opportunity • May 19Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €277. The fair value is estimated to be €349, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.7%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.ナラティブ更新 • May 17ACKB: Future Returns Will Reflect Updated Risk Profile And P E AssumptionsAnalysts have raised their price target on Ackermans & Van Haaren to €330 from €289, citing updated views on the stock's risk profile, earnings outlook and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €330 price target as better aligning the stock with their updated P/E assumptions, suggesting the current valuation may not fully reflect their earnings expectations.お知らせ • Apr 24Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2026Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2026, at 14:00 Romance Standard Time.ナラティブ更新 • Apr 23ACKB: Future Returns Will Rely On P/E Support And Risk AssumptionsAnalysts have lifted their price target on Ackermans & Van Haaren to €330 from €289, reflecting updated views on risk, growth and expected P/E that keep the stock aligned with their broader investment case. Analyst Commentary Bullish Takeaways Bullish analysts see the higher €330 price target as better aligned with their current assumptions on risk, growth and P/E, which they view as still coherent with the existing investment case.ナラティブ更新 • Apr 08ACKB: Future Returns Will Rely On P/E Support And Margin ResilienceAckermans & Van Haaren's analyst price target has been revised to €330 from €289. Analysts point to updated assumptions on fair value, discount rate and future P/E as key drivers of the adjustment.Reported Earnings • Apr 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €18.14 (up from €14.07 in FY 2024). Revenue: €5.96b (down 1.4% from FY 2024). Net income: €592.5m (up 29% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.ナラティブ更新 • Mar 25ACKB: Future Upside Will Depend On Sustained Margins And Earnings PowerAnalysts have raised their price target on Ackermans & Van Haaren to €330 from €289, reflecting updated views on the stock's valuation drivers and risk profile. Analyst Commentary Bullish analysts are signaling a more constructive stance on Ackermans & Van Haaren, which is reflected in the higher price target of €330 compared with the previous €289 level.ナラティブ更新 • Mar 09ACKB: Fair Outlook Will Rely On Margins And Revenue AssumptionsThe average analyst price target for Ackermans & Van Haaren has been adjusted from €277.71 to €291.86, with analysts citing updated assumptions around revenue growth, profit margins and forward P/E as key factors behind the change. Valuation Changes Fair Value: updated from €277.71 to €291.86, a modest upward adjustment in the modelled estimate.Reported Earnings • Mar 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €18.14 (up from €14.07 in FY 2024). Revenue: €5.96b (down 1.4% from FY 2024). Net income: €592.5m (up 29% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 02Now 20% undervaluedOver the last 90 days, the stock has risen 33% to €291. The fair value is estimated to be €365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.7%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.ナラティブ更新 • Feb 23ACKB: Fair Outlook Will Depend On Margins And Assumed Revenue ExpansionAnalysts have lifted their price target on Ackermans & Van Haaren from €263.43 to €277.71, citing updated assumptions on revenue growth, profit margins and future P/E that point to a slightly higher fair value under a similar discount rate. Valuation Changes Fair Value: updated from €263.43 to €277.71, representing a modest uplift in the modelled estimate.ナラティブ更新 • Feb 08ACKB: Fair Outlook Will Rely On Stable Margins And Slight Multiple AdjustmentAnalysts have kept their fair value estimate for Ackermans & Van Haaren steady at €263.43, with only marginal tweaks to assumptions such as the discount rate and future P/E. This reflects a broadly unchanged view of the company’s risk and earnings profile.分析記事 • Jan 28There's Been No Shortage Of Growth Recently For Ackermans & Van Haaren's (EBR:ACKB) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...ナラティブ更新 • Jan 24ACKB: Steady Outlook Will Rely On Stable Margins And Modest Multiple ShiftAckermans & Van Haaren's analyst price target has been nudged higher, with fair value estimates moving from €254.83 to €263.43 as analysts factor in a slightly higher assumed future P/E and modest tweaks to the discount rate, long term margin, and growth inputs. Valuation Changes Fair Value: updated from €254.83 to €263.43, reflecting a modest uplift in the modelled estimate.ナラティブ更新 • Jan 09ACKB: Steady Fair Value And Minor Assumption Tweaks Will Shape OutlookAnalysts have kept their fair value estimate for Ackermans & Van Haaren steady at €254.83, indicating only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in overall conviction. Valuation Changes Fair Value Estimate: Held steady at €254.83 per share, with no change between the previous and updated assessment.分析記事 • Jan 07Ackermans & Van Haaren NV (EBR:ACKB) Shares Could Be 33% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Ackermans & Van Haaren fair value estimate is €353 Ackermans...ナラティブ更新 • Dec 14ACKB: Modest Discount Rate Shift Will Support Future Earnings StrengthAnalysts have modestly raised their price target on Ackermans & Van Haaren to €254.83, reflecting slightly lower discount rate assumptions while keeping long term growth and profitability expectations broadly unchanged. Valuation Changes Fair Value: Unchanged at approximately €254.83 per share, indicating no revision to the central valuation outcome.分析記事 • Dec 05Ackermans & Van Haaren NV's (EBR:ACKB) Business Is Trailing The Market But Its Shares Aren'tThere wouldn't be many who think Ackermans & Van Haaren NV's ( EBR:ACKB ) price-to-earnings (or "P/E") ratio of 13.9x...ナラティブ更新 • Nov 29ACKB: Future Earnings Strength Will Support Fair Value EstimateAnalysts have modestly adjusted their price target for Ackermans & Van Haaren, maintaining a fair value estimate of €254.83 as incremental shifts in discount rate and forward earnings expectations balance with softer revenue growth projections. Valuation Changes Fair Value Estimate remains unchanged at €254.83 per share.ナラティブ更新 • Nov 15ACKB: Net Profit Set To Climb At Least 15% In 2025Analysts have raised their price target for Ackermans & Van Haaren from €253 to approximately €254.83. This change is attributed to a marginal increase in fair value, updated profit margin forecasts, and a slightly higher expected future price-to-earnings ratio.ナラティブ更新 • Nov 01ACKB: Net Profit Set To Increase At Least 15% In 2025 GuidanceAnalysts have reaffirmed their price target for Ackermans & Van Haaren at €253, citing minimal adjustments in their key financial assumptions and market outlook. What's in the News Ackermans & Van Haaren has issued earnings guidance for 2025 and projects a net profit increase of at least 15% (Company Guidance).ナラティブ更新 • Oct 18Delen Private Bank And DEME Will Forge Future Investment OpportunitiesAnalysts have reiterated their price target for Ackermans & Van Haaren at €253.00. They cite largely unchanged revenue growth and profit margin forecasts as supporting factors for maintaining their fair value estimate.分析記事 • Oct 16Ackermans & Van Haaren (EBR:ACKB) Is Doing The Right Things To Multiply Its Share PriceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...ナラティブ更新 • Oct 04Delen Private Bank And DEME Will Forge Future Investment OpportunitiesAnalysts have raised their price target for Ackermans & Van Haaren from €244.67 to €253.00. This change reflects improved expectations for revenue growth and future valuation multiples, even though only minor adjustments were made to profitability forecasts.Price Target Changed • Oct 01Price target increased by 7.8% to €253Up from €235, the current price target is an average from 6 analysts. New target price is 12% above last closing price of €225. Stock is up 20% over the past year. The company is forecast to post earnings per share of €17.15 for next year compared to €14.07 last year.分析記事 • Sep 26These 4 Measures Indicate That Ackermans & Van Haaren (EBR:ACKB) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 03+ 4 more updatesAckermans & Van Haaren NV to Report Fiscal Year 2025 Results on Feb 27, 2026Ackermans & Van Haaren NV announced that they will report fiscal year 2025 results on Feb 27, 2026Reported Earnings • Sep 01First half 2025 earnings released: EPS: €8.36 (vs €6.13 in 1H 2024)First half 2025 results: EPS: €8.36 (up from €6.13 in 1H 2024). Revenue: €3.03b (up 5.1% from 1H 2024). Net income: €273.2m (up 36% from 1H 2024). Profit margin: 9.0% (up from 6.9% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.ナラティブ更新 • Aug 30Delen Private Bank And DEME Will Forge Future Investment OpportunitiesThe upward revision in Ackermans & Van Haaren’s price target is primarily driven by improved consensus forecasts for both revenue growth and net profit margin, raising the fair value estimate from €234.67 to €244.67. What's in the News Ackermans & Van Haaren expects net profit to increase by at least 15% for 2025.お知らせ • Aug 29Ackermans & Van Haaren NV Provides Earnings Guidance for the Year 2025Ackermans & Van Haaren NV provided earnings guidance for the year 2025. For the year, the company expects net profit to increase by at least 15%.分析記事 • Aug 05Ackermans & Van Haaren NV (EBR:ACKB) Investors Are Less Pessimistic Than ExpectedWith a median price-to-earnings (or "P/E") ratio of close to 15x in Belgium, you could be forgiven for feeling...Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €222. The fair value is estimated to be €279, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.9%. For the next 3 years, revenue is forecast to grow by 0.6% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Declared Dividend • May 28Dividend of €2.66 announcedShareholders will receive a dividend of €2.66. Ex-date: 29th May 2025 Payment date: 2nd June 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 27Ackermans & Van Haaren NV announces Annual dividend, payable on June 02, 2025Ackermans & Van Haaren NV announced Annual dividend of EUR 2.6600 per share payable on June 02, 2025, ex-date on May 29, 2025 and record date on May 30, 2025.Buy Or Sell Opportunity • May 22Now 20% undervaluedOver the last 90 days, the stock has risen 18% to €232. The fair value is estimated to be €290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.9%. For the next 3 years, revenue is forecast to grow by 0.6% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.新しいナラティブ • Apr 06Delen Private Bank And DEME Will Forge Future Investment Opportunities Strong growth and collaboration in financial services suggest sustained revenue increases and enhanced banking operations. Reported Earnings • Apr 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €14.07 (up from €12.13 in FY 2023). Revenue: €6.04b (up 16% from FY 2023). Net income: €459.9m (up 15% from FY 2023). Profit margin: 7.6% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Mar 03Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2025Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2025.Buy Or Sell Opportunity • Jan 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.2% to €193. The fair value is estimated to be €159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 4.9%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.お知らせ • Nov 28Ackermans & Van Haaren NV to Report Fiscal Year 2024 Final Results on Mar 31, 2025Ackermans & Van Haaren NV announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 31, 2025お知らせ • Nov 22+ 3 more updatesAckermans & Van Haaren NV to Report First Half, 2025 Results on Aug 29, 2025Ackermans & Van Haaren NV announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Sep 20STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors completed the acquisition of Vouvray Acquisition Limited from Advent International, L.P.STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors entered into an agreement to acquire Vouvray Acquisition Limited from Advent International, L.P. on June 17, 2024. As part of the acquisition, AvH will hold 33.3% of V.Group for an equity investment of $150 million. STAR will lead a consortium of investors including Ackermans & van Haaren (Euronext: ACKB) and others to partner with V.Group’s management team. The transaction is subject to regulatory approvals and is expected to close in in early autumn 2024. Dan Clarke, Vincent Bergin, Adrian Maguire, Leon Daoud, Christopher Shield, Mavnick Nerwal, Alasdair Balfour of Kirkland & Ellis International LLP acted as sell-side legal advisor to Advent International, L.P. Ben Mercer of Stephenson Harwood LLP acted as legal advisor to Advent International and Vouvray Acquisition Limited in the transaction. Jefferies LLC served as financial advisor to Vouvray Acquisition. Stuart Brinkworth, Tim Nosworthy, Christian Higham, Kitty Swanson, Daniel Vowden, Jessica Kolhorn, David Prince, Chris Fisher, Ruth Neligan, Stephen Moi, ason Hungerford, Daniel Vowden, Mark Hills, Chris Chapman, Musonda Kapotwe, Iain Roberts, Tim Baines, Mark Prinsley, Tamar Ruiz and Tarun Patel of Mayer Brown International LLP acted as legal advisor to STAR Capital Partnership LLP. STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors completed the acquisition of Vouvray Acquisition Limited from Advent International, L.P. on September 18, 2024. The deal was completed upon the successful completion of all regulatory consents.Reported Earnings • Sep 02First half 2024 earnings released: EPS: €6.13 (vs €5.16 in 1H 2023)First half 2024 results: EPS: €6.13 (up from €5.16 in 1H 2023). Revenue: €2.89b (up 19% from 1H 2023). Net income: €200.4m (up 17% from 1H 2023). Profit margin: 6.9% (down from 7.0% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Price Target Changed • Aug 30Price target increased by 11% to €198Up from €178, the current price target is an average from 5 analysts. New target price is 15% above last closing price of €173. Stock is up 20% over the past year. The company is forecast to post earnings per share of €13.77 for next year compared to €12.13 last year.お知らせ • Jun 18STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and and others Investors entered into an agreement to acquire Vouvray Acquisition Limited from Advent International, L.P.STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors entered into an agreement to acquire Vouvray Acquisition Limited from Advent International, L.P. on June 17, 2024. As part of the acquisition, AvH will hold 33.3% of V.Group for an equity investment of $150 million. STAR will lead a consortium of investors including Ackermans & van Haaren (Euronext: ACKB) and others to partner with V.Group’s management team. The transaction is subject to regulatory approvals and is expected to close in in early autumn 2024.お知らせ • May 29Ackermans & Van Haaren NV Approves Gross DividendAckermans & Van Haaren NV at its General Shareholder Meeting of May 27, 2024 approved a gross dividend of 3.40 euros per share.お知らせ • May 26Ackermans & Van Haaren Nv Provides Earnings Guidance for Year 2024Ackermans & Van Haaren NV provided earnings guidance for year 2024. For the period company expects net profit to be higher than last year.Upcoming Dividend • May 23Upcoming dividend of €2.38 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Belgian dividend payers (6.7%). Lower than average of industry peers (3.9%).Declared Dividend • Apr 19Dividend of €2.38 announcedShareholders will receive a dividend of €2.38. Ex-date: 30th May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Board Change • Apr 08Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent non-executive director Frank Van Lierde was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: €12.13 (down from €21.30 in FY 2022). Revenue: €5.22b (up 19% from FY 2022). Net income: €399.2m (down 43% from FY 2022). Profit margin: 7.6% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 03First half 2023 earnings released: EPS: €5.16 (vs €8.31 in 1H 2022)First half 2023 results: EPS: €5.16 (down from €8.31 in 1H 2022). Revenue: €2.43b (up 14% from 1H 2022). Net income: €170.7m (down 38% from 1H 2022). Profit margin: 7.0% (down from 13% in 1H 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 09Consensus revenue estimates increase by 152%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €1.91b to €4.81b. EPS estimate unchanged from €11.51 at last update. Construction industry in Belgium expected to see average net income growth of 10% next year. Consensus price target of €170 unchanged from last update. Share price was steady at €154 over the past week.お知らせ • Jun 07+ 5 more updatesAckermans & Van Haaren NV to Report Fiscal Year 2023 Results on Feb 29, 2024Ackermans & Van Haaren NV announced that they will report fiscal year 2023 results on Feb 29, 2024Upcoming Dividend • May 22Upcoming dividend of €2.17 per share at 1.9% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (3.6%).株主還元ACKBBE ConstructionBE 市場7D-4.2%-3.7%-2.2%1Y25.0%26.8%22.7%株主還元を見る業界別リターン: ACKB過去 1 年間で26.8 % の収益を上げたBelgian Construction業界を下回りました。リターン対市場: ACKB過去 1 年間で22.7 % の収益を上げたBelgian市場を上回りました。価格変動Is ACKB's price volatile compared to industry and market?ACKB volatilityACKB Average Weekly Movement3.1%Construction Industry Average Movement4.8%Market Average Movement3.8%10% most volatile stocks in BE Market7.1%10% least volatile stocks in BE Market2.2%安定した株価: ACKB 、 Belgian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ACKBの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト187624,931Piet Dejonghewww.avh.beアッカーマンス&ヴァン・ハーレンNV は、海洋土木・請負事業、プライベート・バンキング事業、不動産・シニアケア事業、エネルギー・資源事業、グロース・キャピタル事業を世界各地で展開している。マリン・エンジニアリング&コントラクティング部門は、再生可能エネルギー、石油・ガス、土壌・汚泥浄化、骨材・鉱物採掘などの分野における浚渫や水上土木工事を含む海洋建設事業、不動産開発、複合技術、建設・改修事業、港湾プロジェクトや関連工業地帯の開発、洋上風力発電所などを手がけている。プライベート・バンキング部門は、個人顧客向けの一任資産運用サービス、起業家およびリベラル・プロフェッショナル向けの専門的なアドバイザリー・バンキングサービス、自動車、設備、充電ステーション、自転車などのファイナンスおよびファイナンス・リースサービスを提供している。不動産・シニアケア部門は、象徴的なビルの再開発や新築、住宅、店舗、オフィスなどの複合不動産プロジェクトを開発している。エネルギー・資源部門は、粗パーム油とバナナを生産し、ハイブリッドパーム油種子を提供し、セメントを製造している。AvH&グロース・キャピタル部門は、生産プロセスの自動化におけるエンジニアリングとソリューション、バリデーションとコンプライアンスサービス、コンパクトなバイオガスの設置、特殊化学品、スポーツ、エンターテイメント、イベント向けの放送とメディアソリューション、オンラインと印刷されたニュース、鉄道、港湾、道路輸送、複合一貫輸送、倉庫管理などのロジスティクスサービスを提供している。また、新しいワクチンや農作物・食品保護製品の開発、商用車の売買やリース、アフターマーケット製品の販売も行っている。また、癌や遺伝性疾患の治療用の医療機器や医薬品の開発も行っている。同社は1876年に設立され、ベルギーのアントワープを拠点としている。もっと見るAckermans & Van Haaren NV 基礎のまとめAckermans & Van Haaren の収益と売上を時価総額と比較するとどうか。ACKB 基礎統計学時価総額€8.76b収益(TTM)€592.55m売上高(TTM)€5.96b14.8xPER(株価収益率1.5xP/SレシオACKB は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計ACKB 損益計算書(TTM)収益€5.96b売上原価€3.53b売上総利益€2.43bその他の費用€1.84b収益€592.55m直近の収益報告Dec 31, 2025次回決算日Aug 28, 2026一株当たり利益(EPS)18.13グロス・マージン40.83%純利益率9.94%有利子負債/自己資本比率27.5%ACKB の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.7%現在の配当利回り25%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/13 19:07終値2026/07/13 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ackermans & Van Haaren NV 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Grégoire HermannBerenbergMourad LahmidiBNP ParibasJoren Van AkenDegroof Petercam6 その他のアナリストを表示
ナラティブ更新 • Jun 25ACKB: Future Returns Will Reflect Higher Multiple And Adjusted Profitability AssumptionsAnalysts have raised their Ackermans & Van Haaren price target slightly to about €304 from roughly €296. This reflects updated assumptions on the discount rate, profit margin and future P/E that together indicate a modestly higher fair value estimate.
ナラティブ更新 • Jun 05ACKB: Future Returns Will Reflect Raised Price Outlook And Updated Risk ProfileAnalysts have lifted their price target for Ackermans & Van Haaren to €330 from €289, reflecting updated views on the stock's earnings profile and valuation assumptions. What's in the News The analyst price target for Ackermans & Van Haaren has been raised to €330 from €289, reflecting updated earnings assumptions and a revised valuation framework.
お知らせ • Jun 03Ackermans & Van Haaren NV to Report Fiscal Year 2026 Final Results on Mar 31, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 final results on Mar 31, 2027
お知らせ • Jun 02+ 1 more updateAckermans & Van Haaren NV to Report Fiscal Year 2026 Results on Feb 26, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 results on Feb 26, 2027
Buy Or Sell Opportunity • May 19Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €277. The fair value is estimated to be €349, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.7%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
ナラティブ更新 • May 17ACKB: Future Returns Will Reflect Updated Risk Profile And P E AssumptionsAnalysts have raised their price target on Ackermans & Van Haaren to €330 from €289, citing updated views on the stock's risk profile, earnings outlook and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €330 price target as better aligning the stock with their updated P/E assumptions, suggesting the current valuation may not fully reflect their earnings expectations.
ナラティブ更新 • Jun 25ACKB: Future Returns Will Reflect Higher Multiple And Adjusted Profitability AssumptionsAnalysts have raised their Ackermans & Van Haaren price target slightly to about €304 from roughly €296. This reflects updated assumptions on the discount rate, profit margin and future P/E that together indicate a modestly higher fair value estimate.
ナラティブ更新 • Jun 05ACKB: Future Returns Will Reflect Raised Price Outlook And Updated Risk ProfileAnalysts have lifted their price target for Ackermans & Van Haaren to €330 from €289, reflecting updated views on the stock's earnings profile and valuation assumptions. What's in the News The analyst price target for Ackermans & Van Haaren has been raised to €330 from €289, reflecting updated earnings assumptions and a revised valuation framework.
お知らせ • Jun 03Ackermans & Van Haaren NV to Report Fiscal Year 2026 Final Results on Mar 31, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 final results on Mar 31, 2027
お知らせ • Jun 02+ 1 more updateAckermans & Van Haaren NV to Report Fiscal Year 2026 Results on Feb 26, 2027Ackermans & Van Haaren NV announced that they will report fiscal year 2026 results on Feb 26, 2027
Buy Or Sell Opportunity • May 19Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €277. The fair value is estimated to be €349, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.7%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
ナラティブ更新 • May 17ACKB: Future Returns Will Reflect Updated Risk Profile And P E AssumptionsAnalysts have raised their price target on Ackermans & Van Haaren to €330 from €289, citing updated views on the stock's risk profile, earnings outlook and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €330 price target as better aligning the stock with their updated P/E assumptions, suggesting the current valuation may not fully reflect their earnings expectations.
お知らせ • Apr 24Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2026Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2026, at 14:00 Romance Standard Time.
ナラティブ更新 • Apr 23ACKB: Future Returns Will Rely On P/E Support And Risk AssumptionsAnalysts have lifted their price target on Ackermans & Van Haaren to €330 from €289, reflecting updated views on risk, growth and expected P/E that keep the stock aligned with their broader investment case. Analyst Commentary Bullish Takeaways Bullish analysts see the higher €330 price target as better aligned with their current assumptions on risk, growth and P/E, which they view as still coherent with the existing investment case.
ナラティブ更新 • Apr 08ACKB: Future Returns Will Rely On P/E Support And Margin ResilienceAckermans & Van Haaren's analyst price target has been revised to €330 from €289. Analysts point to updated assumptions on fair value, discount rate and future P/E as key drivers of the adjustment.
Reported Earnings • Apr 01Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €18.14 (up from €14.07 in FY 2024). Revenue: €5.96b (down 1.4% from FY 2024). Net income: €592.5m (up 29% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
ナラティブ更新 • Mar 25ACKB: Future Upside Will Depend On Sustained Margins And Earnings PowerAnalysts have raised their price target on Ackermans & Van Haaren to €330 from €289, reflecting updated views on the stock's valuation drivers and risk profile. Analyst Commentary Bullish analysts are signaling a more constructive stance on Ackermans & Van Haaren, which is reflected in the higher price target of €330 compared with the previous €289 level.
ナラティブ更新 • Mar 09ACKB: Fair Outlook Will Rely On Margins And Revenue AssumptionsThe average analyst price target for Ackermans & Van Haaren has been adjusted from €277.71 to €291.86, with analysts citing updated assumptions around revenue growth, profit margins and forward P/E as key factors behind the change. Valuation Changes Fair Value: updated from €277.71 to €291.86, a modest upward adjustment in the modelled estimate.
Reported Earnings • Mar 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €18.14 (up from €14.07 in FY 2024). Revenue: €5.96b (down 1.4% from FY 2024). Net income: €592.5m (up 29% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 02Now 20% undervaluedOver the last 90 days, the stock has risen 33% to €291. The fair value is estimated to be €365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.7%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
ナラティブ更新 • Feb 23ACKB: Fair Outlook Will Depend On Margins And Assumed Revenue ExpansionAnalysts have lifted their price target on Ackermans & Van Haaren from €263.43 to €277.71, citing updated assumptions on revenue growth, profit margins and future P/E that point to a slightly higher fair value under a similar discount rate. Valuation Changes Fair Value: updated from €263.43 to €277.71, representing a modest uplift in the modelled estimate.
ナラティブ更新 • Feb 08ACKB: Fair Outlook Will Rely On Stable Margins And Slight Multiple AdjustmentAnalysts have kept their fair value estimate for Ackermans & Van Haaren steady at €263.43, with only marginal tweaks to assumptions such as the discount rate and future P/E. This reflects a broadly unchanged view of the company’s risk and earnings profile.
分析記事 • Jan 28There's Been No Shortage Of Growth Recently For Ackermans & Van Haaren's (EBR:ACKB) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
ナラティブ更新 • Jan 24ACKB: Steady Outlook Will Rely On Stable Margins And Modest Multiple ShiftAckermans & Van Haaren's analyst price target has been nudged higher, with fair value estimates moving from €254.83 to €263.43 as analysts factor in a slightly higher assumed future P/E and modest tweaks to the discount rate, long term margin, and growth inputs. Valuation Changes Fair Value: updated from €254.83 to €263.43, reflecting a modest uplift in the modelled estimate.
ナラティブ更新 • Jan 09ACKB: Steady Fair Value And Minor Assumption Tweaks Will Shape OutlookAnalysts have kept their fair value estimate for Ackermans & Van Haaren steady at €254.83, indicating only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in overall conviction. Valuation Changes Fair Value Estimate: Held steady at €254.83 per share, with no change between the previous and updated assessment.
分析記事 • Jan 07Ackermans & Van Haaren NV (EBR:ACKB) Shares Could Be 33% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Ackermans & Van Haaren fair value estimate is €353 Ackermans...
ナラティブ更新 • Dec 14ACKB: Modest Discount Rate Shift Will Support Future Earnings StrengthAnalysts have modestly raised their price target on Ackermans & Van Haaren to €254.83, reflecting slightly lower discount rate assumptions while keeping long term growth and profitability expectations broadly unchanged. Valuation Changes Fair Value: Unchanged at approximately €254.83 per share, indicating no revision to the central valuation outcome.
分析記事 • Dec 05Ackermans & Van Haaren NV's (EBR:ACKB) Business Is Trailing The Market But Its Shares Aren'tThere wouldn't be many who think Ackermans & Van Haaren NV's ( EBR:ACKB ) price-to-earnings (or "P/E") ratio of 13.9x...
ナラティブ更新 • Nov 29ACKB: Future Earnings Strength Will Support Fair Value EstimateAnalysts have modestly adjusted their price target for Ackermans & Van Haaren, maintaining a fair value estimate of €254.83 as incremental shifts in discount rate and forward earnings expectations balance with softer revenue growth projections. Valuation Changes Fair Value Estimate remains unchanged at €254.83 per share.
ナラティブ更新 • Nov 15ACKB: Net Profit Set To Climb At Least 15% In 2025Analysts have raised their price target for Ackermans & Van Haaren from €253 to approximately €254.83. This change is attributed to a marginal increase in fair value, updated profit margin forecasts, and a slightly higher expected future price-to-earnings ratio.
ナラティブ更新 • Nov 01ACKB: Net Profit Set To Increase At Least 15% In 2025 GuidanceAnalysts have reaffirmed their price target for Ackermans & Van Haaren at €253, citing minimal adjustments in their key financial assumptions and market outlook. What's in the News Ackermans & Van Haaren has issued earnings guidance for 2025 and projects a net profit increase of at least 15% (Company Guidance).
ナラティブ更新 • Oct 18Delen Private Bank And DEME Will Forge Future Investment OpportunitiesAnalysts have reiterated their price target for Ackermans & Van Haaren at €253.00. They cite largely unchanged revenue growth and profit margin forecasts as supporting factors for maintaining their fair value estimate.
分析記事 • Oct 16Ackermans & Van Haaren (EBR:ACKB) Is Doing The Right Things To Multiply Its Share PriceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
ナラティブ更新 • Oct 04Delen Private Bank And DEME Will Forge Future Investment OpportunitiesAnalysts have raised their price target for Ackermans & Van Haaren from €244.67 to €253.00. This change reflects improved expectations for revenue growth and future valuation multiples, even though only minor adjustments were made to profitability forecasts.
Price Target Changed • Oct 01Price target increased by 7.8% to €253Up from €235, the current price target is an average from 6 analysts. New target price is 12% above last closing price of €225. Stock is up 20% over the past year. The company is forecast to post earnings per share of €17.15 for next year compared to €14.07 last year.
分析記事 • Sep 26These 4 Measures Indicate That Ackermans & Van Haaren (EBR:ACKB) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 03+ 4 more updatesAckermans & Van Haaren NV to Report Fiscal Year 2025 Results on Feb 27, 2026Ackermans & Van Haaren NV announced that they will report fiscal year 2025 results on Feb 27, 2026
Reported Earnings • Sep 01First half 2025 earnings released: EPS: €8.36 (vs €6.13 in 1H 2024)First half 2025 results: EPS: €8.36 (up from €6.13 in 1H 2024). Revenue: €3.03b (up 5.1% from 1H 2024). Net income: €273.2m (up 36% from 1H 2024). Profit margin: 9.0% (up from 6.9% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
ナラティブ更新 • Aug 30Delen Private Bank And DEME Will Forge Future Investment OpportunitiesThe upward revision in Ackermans & Van Haaren’s price target is primarily driven by improved consensus forecasts for both revenue growth and net profit margin, raising the fair value estimate from €234.67 to €244.67. What's in the News Ackermans & Van Haaren expects net profit to increase by at least 15% for 2025.
お知らせ • Aug 29Ackermans & Van Haaren NV Provides Earnings Guidance for the Year 2025Ackermans & Van Haaren NV provided earnings guidance for the year 2025. For the year, the company expects net profit to increase by at least 15%.
分析記事 • Aug 05Ackermans & Van Haaren NV (EBR:ACKB) Investors Are Less Pessimistic Than ExpectedWith a median price-to-earnings (or "P/E") ratio of close to 15x in Belgium, you could be forgiven for feeling...
Buy Or Sell Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €222. The fair value is estimated to be €279, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.9%. For the next 3 years, revenue is forecast to grow by 0.6% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Declared Dividend • May 28Dividend of €2.66 announcedShareholders will receive a dividend of €2.66. Ex-date: 29th May 2025 Payment date: 2nd June 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 27Ackermans & Van Haaren NV announces Annual dividend, payable on June 02, 2025Ackermans & Van Haaren NV announced Annual dividend of EUR 2.6600 per share payable on June 02, 2025, ex-date on May 29, 2025 and record date on May 30, 2025.
Buy Or Sell Opportunity • May 22Now 20% undervaluedOver the last 90 days, the stock has risen 18% to €232. The fair value is estimated to be €290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.9%. For the next 3 years, revenue is forecast to grow by 0.6% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
新しいナラティブ • Apr 06Delen Private Bank And DEME Will Forge Future Investment Opportunities Strong growth and collaboration in financial services suggest sustained revenue increases and enhanced banking operations.
Reported Earnings • Apr 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €14.07 (up from €12.13 in FY 2023). Revenue: €6.04b (up 16% from FY 2023). Net income: €459.9m (up 15% from FY 2023). Profit margin: 7.6% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Mar 03Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2025Ackermans & Van Haaren NV, Annual General Meeting, May 26, 2025.
Buy Or Sell Opportunity • Jan 17Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.2% to €193. The fair value is estimated to be €159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 4.9%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
お知らせ • Nov 28Ackermans & Van Haaren NV to Report Fiscal Year 2024 Final Results on Mar 31, 2025Ackermans & Van Haaren NV announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 31, 2025
お知らせ • Nov 22+ 3 more updatesAckermans & Van Haaren NV to Report First Half, 2025 Results on Aug 29, 2025Ackermans & Van Haaren NV announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Sep 20STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors completed the acquisition of Vouvray Acquisition Limited from Advent International, L.P.STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors entered into an agreement to acquire Vouvray Acquisition Limited from Advent International, L.P. on June 17, 2024. As part of the acquisition, AvH will hold 33.3% of V.Group for an equity investment of $150 million. STAR will lead a consortium of investors including Ackermans & van Haaren (Euronext: ACKB) and others to partner with V.Group’s management team. The transaction is subject to regulatory approvals and is expected to close in in early autumn 2024. Dan Clarke, Vincent Bergin, Adrian Maguire, Leon Daoud, Christopher Shield, Mavnick Nerwal, Alasdair Balfour of Kirkland & Ellis International LLP acted as sell-side legal advisor to Advent International, L.P. Ben Mercer of Stephenson Harwood LLP acted as legal advisor to Advent International and Vouvray Acquisition Limited in the transaction. Jefferies LLC served as financial advisor to Vouvray Acquisition. Stuart Brinkworth, Tim Nosworthy, Christian Higham, Kitty Swanson, Daniel Vowden, Jessica Kolhorn, David Prince, Chris Fisher, Ruth Neligan, Stephen Moi, ason Hungerford, Daniel Vowden, Mark Hills, Chris Chapman, Musonda Kapotwe, Iain Roberts, Tim Baines, Mark Prinsley, Tamar Ruiz and Tarun Patel of Mayer Brown International LLP acted as legal advisor to STAR Capital Partnership LLP. STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors completed the acquisition of Vouvray Acquisition Limited from Advent International, L.P. on September 18, 2024. The deal was completed upon the successful completion of all regulatory consents.
Reported Earnings • Sep 02First half 2024 earnings released: EPS: €6.13 (vs €5.16 in 1H 2023)First half 2024 results: EPS: €6.13 (up from €5.16 in 1H 2023). Revenue: €2.89b (up 19% from 1H 2023). Net income: €200.4m (up 17% from 1H 2023). Profit margin: 6.9% (down from 7.0% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Price Target Changed • Aug 30Price target increased by 11% to €198Up from €178, the current price target is an average from 5 analysts. New target price is 15% above last closing price of €173. Stock is up 20% over the past year. The company is forecast to post earnings per share of €13.77 for next year compared to €12.13 last year.
お知らせ • Jun 18STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and and others Investors entered into an agreement to acquire Vouvray Acquisition Limited from Advent International, L.P.STAR Capital Partnership LLP, Ackermans & Van Haaren NV (ENXTBR:ACKB) and others Investors entered into an agreement to acquire Vouvray Acquisition Limited from Advent International, L.P. on June 17, 2024. As part of the acquisition, AvH will hold 33.3% of V.Group for an equity investment of $150 million. STAR will lead a consortium of investors including Ackermans & van Haaren (Euronext: ACKB) and others to partner with V.Group’s management team. The transaction is subject to regulatory approvals and is expected to close in in early autumn 2024.
お知らせ • May 29Ackermans & Van Haaren NV Approves Gross DividendAckermans & Van Haaren NV at its General Shareholder Meeting of May 27, 2024 approved a gross dividend of 3.40 euros per share.
お知らせ • May 26Ackermans & Van Haaren Nv Provides Earnings Guidance for Year 2024Ackermans & Van Haaren NV provided earnings guidance for year 2024. For the period company expects net profit to be higher than last year.
Upcoming Dividend • May 23Upcoming dividend of €2.38 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Belgian dividend payers (6.7%). Lower than average of industry peers (3.9%).
Declared Dividend • Apr 19Dividend of €2.38 announcedShareholders will receive a dividend of €2.38. Ex-date: 30th May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Apr 08Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent non-executive director Frank Van Lierde was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: €12.13 (down from €21.30 in FY 2022). Revenue: €5.22b (up 19% from FY 2022). Net income: €399.2m (down 43% from FY 2022). Profit margin: 7.6% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 03First half 2023 earnings released: EPS: €5.16 (vs €8.31 in 1H 2022)First half 2023 results: EPS: €5.16 (down from €8.31 in 1H 2022). Revenue: €2.43b (up 14% from 1H 2022). Net income: €170.7m (down 38% from 1H 2022). Profit margin: 7.0% (down from 13% in 1H 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 09Consensus revenue estimates increase by 152%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €1.91b to €4.81b. EPS estimate unchanged from €11.51 at last update. Construction industry in Belgium expected to see average net income growth of 10% next year. Consensus price target of €170 unchanged from last update. Share price was steady at €154 over the past week.
お知らせ • Jun 07+ 5 more updatesAckermans & Van Haaren NV to Report Fiscal Year 2023 Results on Feb 29, 2024Ackermans & Van Haaren NV announced that they will report fiscal year 2023 results on Feb 29, 2024
Upcoming Dividend • May 22Upcoming dividend of €2.17 per share at 1.9% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (3.6%).