DEME Group NV

ENXTBR:DEME 株式レポート

時価総額:€4.7b

DEME Group 配当と自社株買い

配当金 基準チェック /36

DEME Group配当を支払う会社であり、現在の利回りは2.44%で、収益によって十分にカバーされています。

主要情報

2.4%

配当利回り

0.1%

バイバック利回り

総株主利回り2.5%
将来の配当利回り2.4%
配当成長-21.1%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向33%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 Jun 03

DEME: Brazil Port Concession And Offshore Wind Projects Will Support Outlook

Analysts have nudged their price target for DEME Group up slightly from about €219.29 to €221.75, reflecting updated assumptions for discount rate, revenue growth, profit margins and future P/E that leave their overall view broadly stable with only modest tweaks to the valuation inputs. What's in the News Q1 2026 order intake doubled, primarily driven by the Dredging & Infra segment, with a new 25-year concession for the Paranaguá port access channel in Brazil valued at over €300 million, according to recent company updates.
ナラティブの更新 May 01

DEME: Long-Term Brazil Port Concession And Dividend Policy Will Support Steady Earnings Profile

Analysts have maintained their price target for DEME Group at €182.25. They explain this unchanged view by noting that only minor adjustments were made to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple, which together do not materially alter their valuation framework.
ナラティブの更新 Apr 17

DEME: Long-Term Port Contract And Dividend Policy Will Support Steady Earnings Profile

Narrative Update on DEME Group The analyst price target for DEME Group has been revised from €195.00 to €182.25 as analysts factor in updated assumptions that include a different discount rate, adjusted revenue growth expectations, a lower projected profit margin, and a higher future P/E multiple. What's in the News DEME has signed a 25-year concession contract with Brazil’s National Secretariat of Ports and National Waterway Transportation Agency, securing the port access channel concession for the Port of Paranaguá, Brazil’s second largest public port in the state of Paraná (Key Developments).
ナラティブの更新 Apr 02

DEME: Long-Term Port And Offshore Wind Contracts Will Support Steady Earnings Profile

Analysts have raised their price target on DEME Group from €160 to €195, citing updated assumptions that combine a slightly lower discount rate with modest adjustments to revenue growth, profit margin and future P/E expectations. What's in the News DEME signed a 25-year concession contract with Brazil’s National Secretariat of Ports and the National Waterway Transportation Agency for the Port of Paranaguá access channel.
ナラティブの更新 Mar 19

DEME: Offshore Wind Vessels And Brazil Port Concession Will Support Outlook

Analysts have raised their fair value estimate for DEME Group from €182.00 to approximately €219.29. The revision reflects updated assumptions related to revenue growth, profit margins, a slightly adjusted discount rate, and future P/E.
ナラティブの更新 Mar 05

DEME: Offshore Wind And Marine Contracts Will Support Long Term Upside

Narrative Update: DEME Group Analyst Price Target The analyst price target for DEME Group is reaffirmed at €230. Analysts cite a slightly lower discount rate, higher revenue growth assumptions, and a higher future P/E multiple, partly balanced by more conservative profit margin expectations.
ナラティブの更新 Feb 18

DEME: Offshore Wind And Marine Contracts Will Drive Long Term Upside

Analysts have adjusted their price target for DEME Group from €193.24 to €230.00, citing updated assumptions for revenue growth, profit margins, and future P/E, which result in a slightly lower discount rate in their models. What's in the News DEME has taken delivery of its second new wind turbine installation vessel, Norse Energi, at the CIMC Raffles Shipyard.
分析記事 Feb 06

DEME Group NV's (EBR:DEME) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Despite an already strong run, DEME Group NV ( EBR:DEME ) shares have been powering on, with a gain of 26% in the last...
ナラティブの更新 Feb 04

DEME: Offshore Wind And Marine Contracts Will Support Balanced Long-Term Outlook

Analysts have lifted their price target on DEME Group from €175.83 to €182.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that they view as better aligned with the company’s current outlook. What's in the News DEME has taken delivery of its second new wind turbine installation vessel, Norse Energi, built at CIMC Raffles Shipyard, to work alongside sister vessel Norse Wind on large scale offshore wind turbine projects (Key Developments).
ナラティブの更新 Jan 21

DEME: New Offshore And Dredging Contracts Will Support Long Term Upside

Analysts now see DEME Group's fair value at €193.24, reduced from €200.00. This change reflects updated views on slightly lower revenue growth and profit margin expectations, together with a higher assumed discount rate and a higher future P/E multiple.
ナラティブの更新 Jan 07

DEME: New Marine Contracts Will Support Stronger Long Term Earnings Profile

Analysts now set their fair value estimate for DEME Group at €160, up from €135, citing revised expectations for revenue growth, profit margins, a slightly adjusted discount rate, and a future P/E assumption. What's in the News DEME's Dredging & Infra segment secured two marine works contracts in Southern Europe, including offshore breakwaters and seabed remediation for the 38th America's Cup in Naples and long term beach nourishment works on three beaches near Valencia, focusing on environmental remediation and coastal protection (Client Announcements).
ナラティブの更新 Dec 15

DEME: Global Offshore Contract Wins Will Drive Long-Term Upside Potential

Analysts have slightly reduced their price target on DEME Group by approximately EUR 1. This reflects a modestly lower fair value, despite marginally higher long term assumptions for revenue growth and profit margins, alongside a somewhat less demanding future earnings multiple.
ナラティブの更新 Nov 29

DEME: New Offshore Contracts And Brazil Entry Will Drive Long-Term Upside

Analysts have adjusted their price target for DEME Group, maintaining it at €176.67. Recent assessments show only marginal changes in revenue growth and profit margin forecasts.
分析記事 Nov 22

Lacklustre Performance Is Driving DEME Group NV's (EBR:DEME) Low P/E

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") above 15x, you may consider DEME...
ナラティブの更新 Nov 15

DEME: Expansion Into Brazil And Offshore Wind Will Drive Future Gains

Analysts have raised their price target for DEME Group from €170.71 to €176.67, citing updated financial projections and changes in key company metrics. What's in the News DEME secured Brazil's first concession for a port access channel, winning a 25-year contract to operate, maintain, and expand marine access to the Port of Parana (Key Developments).
分析記事 Oct 10

DEME Group (EBR:DEME) Could Easily Take On More Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 07

We Think DEME Group's (EBR:DEME) Profit Is Only A Baseline For What They Can Achieve

Even though DEME Group NV's ( EBR:DEME ) recent earnings release was robust, the market didn't seem to notice. Our...
ナラティブの更新 Aug 29

Expanding Offshore Wind Markets Will Modernize Fleets But Face Risks

Despite an improved revenue growth outlook and a notably lower future P/E, DEME Group’s consensus analyst price target has declined slightly to €170.71. Valuation Changes Summary of Valuation Changes for DEME Group The Consensus Analyst Price Target has fallen slightly from €174.29 to €170.71.
分析記事 Jul 30

Investors Don't See Light At End Of DEME Group NV's (EBR:DEME) Tunnel

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") above 16x, you may consider DEME...
分析記事 Jun 28

DEME Group (EBR:DEME) Seems To Use Debt Rather Sparingly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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新しいナラティブ Mar 02

Advanced Fleet Expansion Will Boost Future Offshore Energy Efficiency

DEME's strong order book and technological investments in Offshore Energy suggest continued revenue growth, stability, and enhanced profitability margins.

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 DEMEが配当金を支払っている期間は 10 年未満です。

増加する配当: DEMEの配当金は増加していますが、同社は3年間しか配当金を支払っていません。


配当利回り対市場

DEME Group 配当利回り対市場
DEME 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (DEME)2.4%
市場下位25% (BE)2.4%
市場トップ25% (BE)6.9%
業界平均 (Construction)2.9%
アナリスト予想 (DEME) (最長3年)2.4%

注目すべき配当: DEMEの配当金 ( 2.44% ) はBelgian市場の配当金支払者の下位 25% ( 2.38% ) よりも高くなっています。

高配当: DEMEの配当金 ( 2.44% ) はBelgian市場の配当金支払者の上位 25% ( 6.85% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: DEMEの 配当性向 ( 32.8% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: DEMEは合理的な 現金配当性向 ( 53.1% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。


高配当企業の発掘

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2026/06/17 20:31
終値2026/06/17 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

DEME Group NV 6 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。7

アナリスト機関
Christoph GreulichBerenberg
Luuk Van BeekDegroof Petercam
Tijs HollestelleING Groep NV