ホームポートフォリオウォッチリストコミュニティ発見スクリーナー
NOT FOR DISTRIBUTION

BASF SE

XTRA:BAS 株式レポート

時価総額:€45.9b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

BASF 配当と自社株買い

配当金 基準チェック /16

BASF配当を支払う会社であり、現在の利回りは4.22%です。

主要情報

4.2%

配当利回り

3.3%

バイバック利回り

総株主利回り7.5%
将来の配当利回り4.5%
配当成長-1.0%
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95%

最近の配当と自社株買いの更新

Recent updates

User avatar
ナラティブ更新 • Jul 09

BAS: AI Plastics And Bio-Based Ingredients Will Shape Balanced Medium-Term Outlook

The analyst fair value estimate for BASF has shifted from €48.50 to about €52.55, reflecting a series of recent price target revisions in the €40 to €60 range as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and P/E expectations. Analyst Commentary Recent research on BASF shows a mixed but generally constructive tone, with several firms adjusting price targets into the €40 to €60 band and updating their models for discount rates, revenue assumptions, margins, and P/E expectations.
User avatar
ナラティブ更新 • Jun 25

BAS: Circular Chemicals And Auto Materials Expansion Will Drive Future Upside

Analysts have nudged their BASF price targets higher in recent months, with several moves such as Kepler Cheuvreux raising its target to €56 from €54 and Morgan Stanley lifting its target to €60 from €58, supported by updated estimates that factor in company specific benefits and revised sector assumptions. Analyst Commentary Recent research on BASF shows a cluster of higher price targets and rating changes that point to improving sentiment around the stock.
分析記事 • Jun 20

BASF (XTRA:BAS) Stock Could Be 57% Below Fair Value After Wacoal Auto Materials Tie Up

BASF (XTRA:BAS) is drawing fresh attention after partnering with Wacoal to apply Melooop fiber technology with BASF’s Elastollan thermoplastic polyurethane in a 3D fiber-based automotive armrest concept showcased in Nagoya. See our latest analysis for BASF. For investors watching BASF, the share price is at €49.11, with a 1-day share price return of 1.17% and a 90-day share price return of 6.75%, while the 1-year total shareholder return of 23.46% points to momentum that has built over a...
User avatar
ナラティブ更新 • Jun 11

BAS: China Verbund Expansion And Carbon Policy Shift Will Drive Future Upside

Analysts have trimmed their average price target for BASF by €3 to €58, reflecting mixed recent research in which some firms reduced targets while others lifted theirs. Supporting models now use slightly higher assumed revenue growth, profit margins and a modestly lower future P/E multiple.
User avatar
ナラティブ更新 • May 28

BAS: Diverging Bank Views And Execution Risks Will Limit Future Upside

The analyst fair value estimate for BASF has been adjusted from €36 to €40. This reflects a series of higher price targets from major banks, while still incorporating a mix of cautious and more positive analyst views on the stock.
User avatar
ナラティブ更新 • May 09

BAS: Policy Support And Weak Earnings Visibility Will Restrain Future Upside Potential

Analysts have moved the BASF fair value estimate slightly lower to €36.00, while recent price target increases from several banks reflect updated views on margins, discount rate assumptions and a more moderate future P/E of 14.0x. Analyst Commentary Recent Street research paints a mixed picture for BASF, with several price target increases sitting alongside fresh downgrades and more cautious language around valuation and earnings visibility.
User avatar
ナラティブ更新 • Apr 22

BAS: Policy Hopes And Weak 2025 Guidance Will Limit Upside Potential

Analysts have made only a small adjustment to the price target for BASF, lifting it by about €0.05. They are balancing recent upgrades and target hikes from several banks with more cautious views that highlight valuation concerns and limited earnings visibility.
User avatar
ナラティブ更新 • Apr 07

BAS: Policy Support And Carbon Tax Deferral Will Drive Future Upside Potential

The analyst fair value estimate for BASF has been adjusted from €62.00 to €63.00, with analysts pointing to slightly higher assumed revenue growth, a modestly stronger profit margin profile, a lower discount rate, and a small uplift in future P/E assumptions, supported by a mix of recent target increases, upgrades, and downgrades across the Street. Analyst Commentary Recent research on BASF has been mixed, but there is a clear group of bullish analysts who see room for upside, reflected in a series of upgrades and higher price targets clustered around the €48 to €56 range and above.
User avatar
ナラティブ更新 • Mar 24

BAS: Policy Hopes And Weak 2025 Guidance Will Constrain Share Price Upside

The analyst price target for BASF has been reduced by €2 to €36 to reflect a slightly lower fair value estimate, as analysts balance recent rating changes and mixed views on earnings visibility and valuation across the Street. Analyst Commentary Recent research on BASF reflects a split view, with some firms lifting ratings and targets while others question how sustainable the current valuation and earnings outlook might be.
User avatar
ナラティブ更新 • Mar 09

BAS: Policy Support And Carbon Tax Deferral Will Shape Future Earnings Visibility

Narrative Update The consolidated analyst price target for BASF has shifted to €54, with this adjustment reflecting a mix of recent upgrades and downgrades as analysts evaluate policy support, valuation concerns, and earnings visibility. Analyst Commentary Recent research shows a split tape on BASF, but there is a clear cluster of bullish analysts converging around the new €54 consolidated target, even as some more cautious voices highlight valuation and earnings risks.
User avatar
ナラティブ更新 • Feb 22

BAS: Policy Support And Carbon Tax Deferral Will Shape Earnings Outlook

Narrative update on BASF The analyst price target for BASF has been adjusted to €62.00 per share. Analysts point to mixed recent ratings activity, concerns about earnings visibility and valuation, and the influence of policy support and stimulus on sentiment rather than fundamentals.
User avatar
ナラティブ更新 • Feb 08

BAS: Coatings Exit And Portfolio Actions Will Shape Balanced Medium-Term Outlook

Analysts have nudged their fair value estimate for BASF up from €48.13 to €48.50, reflecting refreshed assumptions on revenue growth, profit margins and P/E multiples, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable fine tuning fair value rather than making wholesale changes, which can signal that they see current assumptions on revenue, margins and P/E as broadly reasonable.
User avatar
ナラティブ更新 • Jan 25

BAS: Weak 2025 Guidance Will Limit Upside Despite Planned Share Buyback

Analysts have kept their fair value estimate for BASF steady at €38.00. With slightly revised assumptions for discount rate, revenue growth, profit margin and future P/E, they frame this as a recalibration of how the same price target is supported rather than a change in where they think the shares should trade.
User avatar
ナラティブ更新 • Jan 11

BAS: Coatings Sale And Portfolio Moves Will Anchor Medium-Term Upside Potential

Analysts have nudged their price target for BASF slightly higher to €52. This reflects updated assumptions on fair value and future P/E, supported by recent Street research that highlights the coatings sale price as ahead of expectations.
User avatar
ナラティブ更新 • Dec 25

BAS: Coatings Sale Will Leave Limited Upside As Cyclical Headwinds Persist

Analysts have modestly raised their price target on BASF to EUR 52.00, citing a more favorable margin outlook supported by the sale price achieved for the coatings business, which came in ahead of expectations. Analyst Commentary While the latest coverage restart with a Buy rating and a EUR 52 price target underscores improved confidence in BASF's margin trajectory, sentiment across the broader analyst community remains mixed.
User avatar
ナラティブ更新 • Dec 11

BAS: Coatings Divestiture And Buyback Program Will Support Medium-Term Upside

Analysts have modestly raised their price target for BASF to EUR 52, citing a stronger than expected valuation for the coatings divestiture and a higher anticipated future P/E multiple, despite slightly slower revenue growth and lower margin assumptions. Analyst Commentary Analyst feedback on BASF reflects a predominantly constructive outlook following the coatings divestiture and the reset in valuation expectations.
User avatar
ナラティブ更新 • Nov 27

BAS: Upcoming Coatings Sale And Industry Headwinds Will Influence Medium-Term Performance

The analyst price target for BASF was revised slightly downward from €48.33 to €48.03, as analysts cite incrementally softer revenue growth and profit margin assumptions, despite positive views on the company's recent business developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding BASF’s future performance.
User avatar
ナラティブ更新 • Nov 11

BAS: Recent Asset Sale And Industry Uncertainty Will Shape Medium-Term Outlook

Analysts have revised BASF's fair value price target slightly lower from €49.18 to €48.33. They cite more tempered expectations for revenue growth and future earnings, even as they acknowledge positive signals such as the successful sale of its coatings business.
User avatar
ナラティブ更新 • Oct 28

Asset Sales Momentum And Recovery Outlook Will Shape Ag Unit’s Market Debut

Analysts have raised their fair value estimate for BASF slightly to €49.18 from €49.08, citing outperformance in asset sales and an improving demand outlook in European chemicals as key reasons for the upward adjustment. Analyst Commentary Recent analyst updates have provided a detailed view of the evolving sentiment around BASF, highlighting both upside catalysts and remaining risks for investors to consider.
User avatar
ナラティブ更新 • Oct 14

Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value

Analysts have lowered their price target for BASF from €49.88 to €49.08. They cite tempered revenue growth projections, a slight decline in profit margins, and a higher discount rate, despite expectations for improved chemical demand in Europe over the coming years.
User avatar
新しいナラティブ • Nov 07

Global Restructuring And Expansion Power Growth Amidst Industry Challenges

Cost-saving programs and restructuring efforts are expected to improve competitiveness and profitability through enhanced net margins and reduced operational costs.

決済の安定と成長

配当データの取得

安定した配当: BASの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: BASの配当金支払額は過去10年間減少しています。


配当利回り対市場

BASF 配当利回り対市場
BAS 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 (BAS)4.2%
市場下位25% (DE)1.4%
市場トップ25% (DE)4.8%
業界平均 (Chemicals)3.5%
アナリスト予想 (BAS) (最長3年)4.5%

注目すべき配当: BASの配当金 ( 4.22% ) はGerman市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: BASの配当金 ( 4.22% ) はGerman市場の配当金支払者の上位 25% ( 4.79% ) 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: BASは高い 配当性向 ( 94.9% ) のため、配当金の支払いは利益によって十分にカバーされていません。


株主配当金

キャッシュフローカバレッジ: BASは高い 現金配当性向 ( 185.4% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。


高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/10 07:59
終値2026/09/10 00:00
収益2026/06/30
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-K
  • SEC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4
  • SEC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-K
  • SEC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 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

BASF SE 18 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。46

アナリスト機関
Volker BosseBaader Helvea Equity Research
Konstantin WiechertBaader Helvea Equity Research
Alfonso MariáteguiBanco de Sabadell. S.A.

どこでもより良い投資判断を

スキャンしてダウンロード
App Store を開くGoogle Play を開く
Chrome ウェブストア
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
データソースを見る
市場
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
投資のアイデア
  • 割安企業
  • 配当優良企業
  • インサイダー買い
  • 原子力
  • 自律走行車
  • 人工知能
  • 暗号資産とブロックチェーン
  • サイバーセキュリティ
  • さらにアイデア
株価コミュニティ
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
機能とツール
  • ポートフォリオ・トラッカー
  • ストックスクリーナー&アラート
  • 語りと公正な値
  • 配当金計算機
ニュース & 発見
  • 最新の在庫ニュース
  • グローバルマーケットインサイト
  • The Foxhole ブログ
  • 投資のアイデア
  • コミュニティの物語
  • 新着情報
Simply Wall St
  • プランと料金
  • 広告
  • 会社概要
  • お問い合わせ
  • 採用情報
  • ヘルプセンター
  • 株式投資を学ぶ
  • アフィリエイト・プログラム
  • ビジネス
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • ご利用条件
  • プライバシーポリシー
  • AI利用規約
  • 金融サービスガイド