Atlas Arteria（M82）株式概要アトラス・アルテリア・リミテッドはフランス、ドイツ、米国で有料道路を所有、開発、運営している。 詳細M82 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績2/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より66.9%で取引されている 収益は年間20.53%増加すると予測されています リスク分析7.86%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見るM82 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,154 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA478,154 investors already sharing narrativesYour Fair Value€Current Price€2.981.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-60m462m2016201920222025202620282031Revenue AU$202.3mEarnings AU$328.0mAdvancedSet Fair ValueView all narrativesAtlas Arteria Limited 競合他社FraportSymbol: XTRA:FRAMarket cap: €6.1bSixtSymbol: XTRA:SIX2Market cap: €3.2bDeutsche LufthansaSymbol: XTRA:LHAMarket cap: €10.6bEUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €796.0m価格と性能株価の高値、安値、推移の概要Atlas Arteria過去の株価現在の株価AU$2.9852週高値AU$3.2252週安値AU$2.42ベータ0.541ヶ月の変化0.68%3ヶ月変化18.25%1年変化0.68%3年間の変化-20.74%5年間の変化-21.58%IPOからの変化684.21%最新ニュースお知らせ • Jul 08+ 1 more updateAtlas Arteria Limited Announces Board and Committee ChangesAtlas Arteria refers to the off-market takeover offer by Diamond Infraco 1 Pty Ltd. The IFM Takeover Offer closed on 7 July 2026. As previously announced, Debbie Goodin has retired as the Independent Non-executive Chair of Atlas Arteria Limited (ATLAX). This took effect a er the close of the IFM Takeover Offer on 7 July 2026. Current Independent Non-executive ATLAX Director John Wigglesworth has been appointed Interim Chair of ATLAX. As a result, Mr. Wigglesworth has stepped down as Chair of the Atlas Arteria Audit and Risk Committee. Current Independent Non-executive ATLAX Director Jean-Georges Malcor has been appointed Chair of the Audit and Risk Committee. The Boards have accelerated the previously announced process to identify a new Independent Chair of ATLAX, consistent with the requirements of the Director Representation Agreement with IFM. Both internal and external candidates will be considered.Board Change • May 21High number of new directorsCEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024.お知らせ • Apr 27IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion.IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion on April 27, 2026. A cash consideration valued at AUD 4.75 per share will be paid by IFM Global Infrastructure Fund and IFM Investors Pty Ltd. The Offer Price will be increased to the Maximum Consideration of AUD 5.10 per Security if Bidder's Relevant Interest in Atlas Arteria Securities is 45% or more prior to the close of the Offer. IFM GIF has access to existing cash balances, funding commitments from its investors and third party debt on an unconditional basis which in aggregate exceed the Offer Amount and are sufficient to support the Funding Commitments. Under the Funding Commitments, IFM GIF and IFM Finance will make available cash amounts in aggregate of not less than the Offer Amount for the purpose of funding the aggregate consideration for the acquisition of the Securities to which the Offer relates. The Funding Commitments are not subject to any conditions. Bidder may also proceed to compulsory acquisition of the Performance Rights which have not been exercised and that have not lapsed, or alternatively pursue other arrangements in relation to those Performance Rights. Atlas Arteria Limited advises that shareholders take no action in relation to the Offer. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee and third party approval needed. The Boards of Atlas Arteria will establish an Independent Board Committee to consider the Offer. Allens acted as legal advisor for IFM Investors Pty Ltd. Carey Olsen LLP acted as legal advisor for IFM Investors Pty Ltd. Jarden Australia Pty Limited acted as financial advisor for IFM Investors Pty Ltd. MUFG Corporate Markets Limited acted as transfer agent/registrar for IFM Investors Pty Ltd. Flagstaff Partners Pty Ltd and UBS AG act as financial advisor and Mallesons Stephen Jaques act as legal advisor for Atlas Arteria Limited.お知らせ • Mar 17Atlas Arteria Limited to Report First Half, 2026 Results on Aug 26, 2026Atlas Arteria Limited announced that they will report first half, 2026 results on Aug 26, 2026お知らせ • Mar 16Atlas Arteria Limited, Annual General Meeting, May 13, 2026Atlas Arteria Limited, Annual General Meeting, May 13, 2026.Board Change • Dec 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • Jul 08+ 1 more updateAtlas Arteria Limited Announces Board and Committee ChangesAtlas Arteria refers to the off-market takeover offer by Diamond Infraco 1 Pty Ltd. The IFM Takeover Offer closed on 7 July 2026. As previously announced, Debbie Goodin has retired as the Independent Non-executive Chair of Atlas Arteria Limited (ATLAX). This took effect a er the close of the IFM Takeover Offer on 7 July 2026. Current Independent Non-executive ATLAX Director John Wigglesworth has been appointed Interim Chair of ATLAX. As a result, Mr. Wigglesworth has stepped down as Chair of the Atlas Arteria Audit and Risk Committee. Current Independent Non-executive ATLAX Director Jean-Georges Malcor has been appointed Chair of the Audit and Risk Committee. The Boards have accelerated the previously announced process to identify a new Independent Chair of ATLAX, consistent with the requirements of the Director Representation Agreement with IFM. Both internal and external candidates will be considered.Board Change • May 21High number of new directorsCEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024.お知らせ • Apr 27IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion.IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion on April 27, 2026. A cash consideration valued at AUD 4.75 per share will be paid by IFM Global Infrastructure Fund and IFM Investors Pty Ltd. The Offer Price will be increased to the Maximum Consideration of AUD 5.10 per Security if Bidder's Relevant Interest in Atlas Arteria Securities is 45% or more prior to the close of the Offer. IFM GIF has access to existing cash balances, funding commitments from its investors and third party debt on an unconditional basis which in aggregate exceed the Offer Amount and are sufficient to support the Funding Commitments. Under the Funding Commitments, IFM GIF and IFM Finance will make available cash amounts in aggregate of not less than the Offer Amount for the purpose of funding the aggregate consideration for the acquisition of the Securities to which the Offer relates. The Funding Commitments are not subject to any conditions. Bidder may also proceed to compulsory acquisition of the Performance Rights which have not been exercised and that have not lapsed, or alternatively pursue other arrangements in relation to those Performance Rights. Atlas Arteria Limited advises that shareholders take no action in relation to the Offer. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee and third party approval needed. The Boards of Atlas Arteria will establish an Independent Board Committee to consider the Offer. Allens acted as legal advisor for IFM Investors Pty Ltd. Carey Olsen LLP acted as legal advisor for IFM Investors Pty Ltd. Jarden Australia Pty Limited acted as financial advisor for IFM Investors Pty Ltd. MUFG Corporate Markets Limited acted as transfer agent/registrar for IFM Investors Pty Ltd. Flagstaff Partners Pty Ltd and UBS AG act as financial advisor and Mallesons Stephen Jaques act as legal advisor for Atlas Arteria Limited.お知らせ • Mar 17Atlas Arteria Limited to Report First Half, 2026 Results on Aug 26, 2026Atlas Arteria Limited announced that they will report first half, 2026 results on Aug 26, 2026お知らせ • Mar 16Atlas Arteria Limited, Annual General Meeting, May 13, 2026Atlas Arteria Limited, Annual General Meeting, May 13, 2026.Board Change • Dec 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 10Atlas Arteria Limited to Report Fiscal Year 2025 Results on Feb 26, 2026Atlas Arteria Limited announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Jul 18Atlas Arteria Limited Announces Virginia Supreme Court Decision Affirms SCC Rate Case AppealAtlas Arteria noted the decision made by the Supreme Court of Virginia (SCV) on 17 July 2025 affirming the 2024 State Corporation Commission's (SCC) decision denying Toll Road Investors Partnership II (TRIP II)'s latest toll rate application for the Dulles Greenway. TRIP II's pending federal case, which was stayed in anticipation of the SCV appeal decision, will now proceed. The federal complaint alleges constitutional violations distinct from those decided by the SCV and seeks compensatory, declarative, injunctive, and other relief, unavailable to TRIP II in the SCV appeal. TRIP II continues to engage with the SCC working group and anticipates submitting a new rate application this year.お知らせ • Mar 20Atlas Arteria Limited Announces Distribution for the Six Months Ended 31 December 2024, Payable on 4 April 2025Atlas Arteria Limited announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 31 December 2024, consistent with guidance provided in full year results announcement on 27 February 2025. Stapled securities trade ex-entitlement date is 25 March 2025. Record date is 26 March 2025. Estimated payment date is 4 April 2025.お知らせ • Mar 11Atlas Arteria Limited, Annual General Meeting, May 15, 2025Atlas Arteria Limited, Annual General Meeting, May 15, 2025.お知らせ • Feb 27+ 1 more updateAtlas Arteria Limited Reaffirms Distribution Guidance for Second Half of 2024Atlas Arteria Limited reaffirmed distribution guidance for second half of 2024. Atlas Arteria has reaffirmed distribution guidance of 20.0 cents per share for second half of 2024, in line with 2024 distribution guidance of 40.0 cents per share.Declared Dividend • Sep 22First half dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 24th September 2024 Payment date: 7th October 2024 Dividend yield will be 11%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (194% earnings payout ratio) nor is it covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 15% 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. The company's earnings per share (EPS) would need to grow by 116% to bring the payout ratio under control. EPS is expected to grow by 68% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Sep 19Atlas Arteria Limited Announces Distribution for the Six Months Ended 30 June 2024, Payable on 7 October 2024Atlas Arteria Limited announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 30 June 2024, consistent with guidance provided in half year results announcement on 29 August 2024. Stapled securities trade ex-entitlement: 24 September 2024. Record date: 25 September 2024. Estimated payment date: 7 October 2024. The distribution will be paid by Atlas Arteria International Limited (ATLIX) and Atlas Arteria Limited (ATLAX) and will be an unfranked distribution.Board Change • Sep 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Danny Elia was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 30First half 2024 earnings released: EPS: AU$0.099 (vs AU$0.12 in 1H 2023)First half 2024 results: EPS: AU$0.099 (down from AU$0.12 in 1H 2023). Revenue: AU$69.6m (up 9.6% from 1H 2023). Net income: AU$144.3m (down 14% from 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Aug 21+ 1 more updateAtlas Arteria Limited Appoints Hugh Wehby as Managing DirectorOn August 21, 2024, Atlas Arteria Limited announced that the Board has appointed Hugh Wehby as the company's new Managing Director. Hugh has extensive experience in the Australian listed infrastructure market, having held executive roles at Transurban and Sydney Airport. Hugh is currently Chief Commercial Officer at Transurban where his core focus is on delivering excellent on- road experience for customers, driving efficiency across all Australian markets and execution of corporate development opportunities. Previous to this role, Hugh was the Group Executive Partners, Delivery and Risk where he had global responsibility for strategic investment partnerships, major project delivery, new project opportunity development, risk, and health, safety, and environment. In North America, Hugh has been a member of Transurban's USA joint venture board since its inception, responsible for the delivery of a multi- billion dollar construction program and charged with identifying and developing growth opportunities. During his time at Transurban, he also drove the successful resolution of a complex dispute surrounding the West Gate Tunnel Project. Prior to Transurban, Hugh spent 10 years with Sydney Airport where he served in a number of roles including Chief Financial Officer and Chief Operating Officer. While COO, Hugh led the Company's initial response to the COVID-19 business disruption, refocused the organisation on safety and performance optimisation, and positioned the airport as a global sustainability leader in the infrastructure sector. Hugh's time in Macquarie Group and MAp Airports saw him based in Europe, where he primarily worked across the UK, Belgium, Denmark and Italy. His focus was on partnering with local senior management teams to drive strategic outcomes, financial growth and value.お知らせ • Jun 18+ 1 more updateAtlas Arteria Limited to Report First Half, 2025 Results on Aug 28, 2025Atlas Arteria Limited announced that they will report first half, 2025 results on Aug 28, 2025Declared Dividend • Mar 24Final dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 26th March 2024 Payment date: 8th April 2024 Dividend yield will be 10%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio) nor is it covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 20% 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. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 22+ 1 more updateAtlas Arteria Limited Announces the Retirement of Graeme Bevans as CEO and Managing DirectorAtlas Arteria announced that CEO and Managing Director Graeme Bevans has notified the Boards of his intention to retire. Graeme has agreed that he will stay on until a new CEO and Managing Director has been appointed to ensure an orderly transition to new leadership, consistent with the 12 month notice period in Graeme's employment contract. Since his appointment as CEO and Managing Director in 2018, Graeme has built and led a highly skilled and capable team and instilled a strong, values-led culture across the Group. He has also led a number of major strategic initiatives to significantly unlock value in the portfolio and position the business for sustainable growth. These include restructuring the APRR holding with the buyout of Macquarie andMacquarie Fund investors and renegotiating shareholder arrangements to improve Atlas Arteria's governance arrangements; the restructuring of Warnow Tunnel; and the acquisition of Chicago Skyway. Together, these initiatives have diversified the Company's cash flows, extended average concession life; and positioned the business to take advantage of adjacent opportunities including the expected retendering of the APRR and AREA concessions as they mature in 2035 and 2036, respectively. A global search for Graeme's replacement will be undertaken, and in the interim Graeme will continue to be focussed on delivering the recently articulated strategy of business optimisation, associated growth opportunities and capital management.お知らせ • Mar 21Atlas Arteria Limited Announces Distribution for the Six Months Ended 31 December 2023, Payable on 8 April 2024Atlas Arteria Limited announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 31 December 2023, consistent with guidance provided in full year results announcement on 29 February 2024. Stapled securities trade ex-entitlement is on 26 March 2024. Record date is on 27 March 2024 and estimated payment date is on 8 April 2024.お知らせ • Mar 14Atlas Arteria Limited, Annual General Meeting, May 16, 2024Atlas Arteria Limited, Annual General Meeting, May 16, 2024, at 10:01 AUS Eastern Standard Time.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: AU$0.22 (vs AU$0.25 in FY 2022)Full year 2023 results: EPS: AU$0.22. Revenue: AU$134.0m (down 4.5% from FY 2022). Net income: AU$323.5m (up 21% from FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe.お知らせ • Oct 16Atlas Arteria Appoints Laura Hendricks to the Board as an Independent Non-Executive DirectorAtlas Arteria announced the appointment of Ms Laura Hendricks to the Board of Atlas Arteria Limited (ATLAX) as an Independent Non-executive Director effective immediately. Ms Hendricks is currently Chief Executive Officer of Transdev U.S., the largest operator and integrator of multiple modes of transportation in the United States. Laura has worked in a number of roles in the transportation industry across the US for more than 20 years and also has international experience working with shareholders in Europe, specifically in France and Germany. Ms Hendricks is also currently Chair of the North American Transit Alliance, an organization that advocates for the essential role that private contractors play in public transit. Prior to joining Transdev U.S., Ms Hendricks was President and/or CEO of several companies including Paint Drop by Valspar, Coach America and Merry Maids. Ms Hendricks also spent several years in executive leadership roles at Cintas and Fed Ex. Ms Hendricks is an accomplished senior executive with broad leadership experience in operations, including full P&L responsibility, business development, supply chain management, financial oversight, M&A, culture-building and change management. In her various roles, Ms Hendricks has also gained significant government relations experience in the United States, including working with public authorities and regulators. Ms Hendricks graduated from Xavier University with a Bachelor of Liberal Arts degree.お知らせ • Sep 22Atlas Arteria Limited Announces Distribution for the Six Months Ended 30 June 2023, Estimated Payment Date Is 5 October 2023Atlas Arteria announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 30 June 2023. Stapled securities trade ex-entitlement is 25 September 2023, Record date is 26 September 2023 and Estimated payment date is 5 October 2023.お知らせ • Aug 31Atlas Arteria Limited Reaffirms Distribution Guidance for the First Half and Second Half of 2023Atlas Arteria Limited reaffirmed distribution guidance of 20.0 cents per security for first half of 2023, and 20.0 cents per security for second half of 2023.お知らせ • Jun 14Atlas Arteria Limited to Report Fiscal Year 2023 Results on Feb 29, 2024Atlas Arteria Limited announced that they will report fiscal year 2023 results on Feb 29, 2024お知らせ • Jun 07Atlas Arteria Limited Appoints Ken Daley as DirectorAtlas Arteria Limited appointed Ken Daley as Director. Date of appointment 30 May 2023.お知らせ • Jun 01Atlas Arteria Limited Announces Caroline Foulger Will Retire as A Director, with Effect from 1 July 2023Atlas Arteria Limited announced that Ms Caroline Foulger will retire as a Director of Atlas Arteria International Limited with effect from 1 July 2023.お知らせ • Sep 19+ 1 more updateAtlas Arteria Limited to Report Q4, 2022 Results on Feb 23, 2023Atlas Arteria Limited announced that they will report Q4, 2022 results on Feb 23, 2023株主還元M82DE InfrastructureDE 市場7D1.4%-0.5%0.1%1Y0.7%6.3%-0.5%株主還元を見る業界別リターン: M82過去 1 年間で6.3 % の収益を上げたGerman Infrastructure業界を下回りました。リターン対市場: M82は、過去 1 年間で-0.5 % のリターンをもたらしたGermanマーケットと一致しました。価格変動Is M82's price volatile compared to industry and market?M82 volatilityM82 Average Weekly Movement6.8%Infrastructure Industry Average Movement3.9%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: M82 、 German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: M82の 週次ボラティリティ ( 7% ) 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2009n/aHugh Wehbywww.atlasarteria.comアトラス・アルテリア社はフランス、ドイツ、米国で有料道路を所有、開発、運営している。フランスではAPRR高速道路網の30.82％、ADELAC通勤道路の30.85％、A79横断リンクの30.82％、ドイツ・ロストックにあるWarnowトンネルの100％、米国・シカゴにあるシカゴ・スカイウェイの66.67％、米国・バージニア州にあるダレス・グリーンウェイの100％の権益を保有している。同社は以前はマッコーリー・アトラス・ロード・リミテッドとして知られていたが、2018年5月にアトラス・アルテリア・リミテッドに社名を変更した。Atlas Arteria Limitedは2009年に法人化され、オーストラリアのメルボルンを拠点としている。もっと見るAtlas Arteria Limited 基礎のまとめAtlas Arteria の収益と売上を時価総額と比較するとどうか。M82 基礎統計学時価総額€4.53b収益（TTM）€159.05m売上高(TTM)€98.07m28.5xPER（株価収益率46.2xP/SレシオM82 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M82 損益計算書（TTM）収益AU$160.00m売上原価AU$61.80m売上総利益AU$98.20mその他の費用-AU$161.30m収益AU$259.50m直近の収益報告Dec 31, 2025次回決算日Aug 27, 2026一株当たり利益（EPS）0.18グロス・マージン61.38%純利益率162.19%有利子負債／自己資本比率29.2%M82 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7.9%現在の配当利回り224%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2026/07/22 09:34終値2026/07/22 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Atlas Arteria Limited 7 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。16 アナリスト機関Matthew RyanBarrenjoey Markets Pty LimitedShaurya VisenBofA Global ResearchRichard LeeBofA Global Research13 その他のアナリストを表示
お知らせ • Jul 08+ 1 more updateAtlas Arteria Limited Announces Board and Committee ChangesAtlas Arteria refers to the off-market takeover offer by Diamond Infraco 1 Pty Ltd. The IFM Takeover Offer closed on 7 July 2026. As previously announced, Debbie Goodin has retired as the Independent Non-executive Chair of Atlas Arteria Limited (ATLAX). This took effect a er the close of the IFM Takeover Offer on 7 July 2026. Current Independent Non-executive ATLAX Director John Wigglesworth has been appointed Interim Chair of ATLAX. As a result, Mr. Wigglesworth has stepped down as Chair of the Atlas Arteria Audit and Risk Committee. Current Independent Non-executive ATLAX Director Jean-Georges Malcor has been appointed Chair of the Audit and Risk Committee. The Boards have accelerated the previously announced process to identify a new Independent Chair of ATLAX, consistent with the requirements of the Director Representation Agreement with IFM. Both internal and external candidates will be considered.
Board Change • May 21High number of new directorsCEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024.
お知らせ • Apr 27IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion.IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion on April 27, 2026. A cash consideration valued at AUD 4.75 per share will be paid by IFM Global Infrastructure Fund and IFM Investors Pty Ltd. The Offer Price will be increased to the Maximum Consideration of AUD 5.10 per Security if Bidder's Relevant Interest in Atlas Arteria Securities is 45% or more prior to the close of the Offer. IFM GIF has access to existing cash balances, funding commitments from its investors and third party debt on an unconditional basis which in aggregate exceed the Offer Amount and are sufficient to support the Funding Commitments. Under the Funding Commitments, IFM GIF and IFM Finance will make available cash amounts in aggregate of not less than the Offer Amount for the purpose of funding the aggregate consideration for the acquisition of the Securities to which the Offer relates. The Funding Commitments are not subject to any conditions. Bidder may also proceed to compulsory acquisition of the Performance Rights which have not been exercised and that have not lapsed, or alternatively pursue other arrangements in relation to those Performance Rights. Atlas Arteria Limited advises that shareholders take no action in relation to the Offer. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee and third party approval needed. The Boards of Atlas Arteria will establish an Independent Board Committee to consider the Offer. Allens acted as legal advisor for IFM Investors Pty Ltd. Carey Olsen LLP acted as legal advisor for IFM Investors Pty Ltd. Jarden Australia Pty Limited acted as financial advisor for IFM Investors Pty Ltd. MUFG Corporate Markets Limited acted as transfer agent/registrar for IFM Investors Pty Ltd. Flagstaff Partners Pty Ltd and UBS AG act as financial advisor and Mallesons Stephen Jaques act as legal advisor for Atlas Arteria Limited.
お知らせ • Mar 17Atlas Arteria Limited to Report First Half, 2026 Results on Aug 26, 2026Atlas Arteria Limited announced that they will report first half, 2026 results on Aug 26, 2026
お知らせ • Mar 16Atlas Arteria Limited, Annual General Meeting, May 13, 2026Atlas Arteria Limited, Annual General Meeting, May 13, 2026.
Board Change • Dec 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08+ 1 more updateAtlas Arteria Limited Announces Board and Committee ChangesAtlas Arteria refers to the off-market takeover offer by Diamond Infraco 1 Pty Ltd. The IFM Takeover Offer closed on 7 July 2026. As previously announced, Debbie Goodin has retired as the Independent Non-executive Chair of Atlas Arteria Limited (ATLAX). This took effect a er the close of the IFM Takeover Offer on 7 July 2026. Current Independent Non-executive ATLAX Director John Wigglesworth has been appointed Interim Chair of ATLAX. As a result, Mr. Wigglesworth has stepped down as Chair of the Atlas Arteria Audit and Risk Committee. Current Independent Non-executive ATLAX Director Jean-Georges Malcor has been appointed Chair of the Audit and Risk Committee. The Boards have accelerated the previously announced process to identify a new Independent Chair of ATLAX, consistent with the requirements of the Director Representation Agreement with IFM. Both internal and external candidates will be considered.
Board Change • May 21High number of new directorsCEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024.
お知らせ • Apr 27IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion.IFM Global Infrastructure Fund managed by IFM Investors Pty Ltd proposed to acquire remaining 65.52% stake in Atlas Arteria Limited (ASX:ALX) from Lazard Asset Management Limited, BlackRock, Inc. (NYSE:BLK) and State Street Corporation (NYSE:STT) and others for AUD 4.5 billion on April 27, 2026. A cash consideration valued at AUD 4.75 per share will be paid by IFM Global Infrastructure Fund and IFM Investors Pty Ltd. The Offer Price will be increased to the Maximum Consideration of AUD 5.10 per Security if Bidder's Relevant Interest in Atlas Arteria Securities is 45% or more prior to the close of the Offer. IFM GIF has access to existing cash balances, funding commitments from its investors and third party debt on an unconditional basis which in aggregate exceed the Offer Amount and are sufficient to support the Funding Commitments. Under the Funding Commitments, IFM GIF and IFM Finance will make available cash amounts in aggregate of not less than the Offer Amount for the purpose of funding the aggregate consideration for the acquisition of the Securities to which the Offer relates. The Funding Commitments are not subject to any conditions. Bidder may also proceed to compulsory acquisition of the Performance Rights which have not been exercised and that have not lapsed, or alternatively pursue other arrangements in relation to those Performance Rights. Atlas Arteria Limited advises that shareholders take no action in relation to the Offer. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee and third party approval needed. The Boards of Atlas Arteria will establish an Independent Board Committee to consider the Offer. Allens acted as legal advisor for IFM Investors Pty Ltd. Carey Olsen LLP acted as legal advisor for IFM Investors Pty Ltd. Jarden Australia Pty Limited acted as financial advisor for IFM Investors Pty Ltd. MUFG Corporate Markets Limited acted as transfer agent/registrar for IFM Investors Pty Ltd. Flagstaff Partners Pty Ltd and UBS AG act as financial advisor and Mallesons Stephen Jaques act as legal advisor for Atlas Arteria Limited.
お知らせ • Mar 17Atlas Arteria Limited to Report First Half, 2026 Results on Aug 26, 2026Atlas Arteria Limited announced that they will report first half, 2026 results on Aug 26, 2026
お知らせ • Mar 16Atlas Arteria Limited, Annual General Meeting, May 13, 2026Atlas Arteria Limited, Annual General Meeting, May 13, 2026.
Board Change • Dec 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, MD & Director Hugh Wehby was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 10Atlas Arteria Limited to Report Fiscal Year 2025 Results on Feb 26, 2026Atlas Arteria Limited announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Jul 18Atlas Arteria Limited Announces Virginia Supreme Court Decision Affirms SCC Rate Case AppealAtlas Arteria noted the decision made by the Supreme Court of Virginia (SCV) on 17 July 2025 affirming the 2024 State Corporation Commission's (SCC) decision denying Toll Road Investors Partnership II (TRIP II)'s latest toll rate application for the Dulles Greenway. TRIP II's pending federal case, which was stayed in anticipation of the SCV appeal decision, will now proceed. The federal complaint alleges constitutional violations distinct from those decided by the SCV and seeks compensatory, declarative, injunctive, and other relief, unavailable to TRIP II in the SCV appeal. TRIP II continues to engage with the SCC working group and anticipates submitting a new rate application this year.
お知らせ • Mar 20Atlas Arteria Limited Announces Distribution for the Six Months Ended 31 December 2024, Payable on 4 April 2025Atlas Arteria Limited announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 31 December 2024, consistent with guidance provided in full year results announcement on 27 February 2025. Stapled securities trade ex-entitlement date is 25 March 2025. Record date is 26 March 2025. Estimated payment date is 4 April 2025.
お知らせ • Mar 11Atlas Arteria Limited, Annual General Meeting, May 15, 2025Atlas Arteria Limited, Annual General Meeting, May 15, 2025.
お知らせ • Feb 27+ 1 more updateAtlas Arteria Limited Reaffirms Distribution Guidance for Second Half of 2024Atlas Arteria Limited reaffirmed distribution guidance for second half of 2024. Atlas Arteria has reaffirmed distribution guidance of 20.0 cents per share for second half of 2024, in line with 2024 distribution guidance of 40.0 cents per share.
Declared Dividend • Sep 22First half dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 24th September 2024 Payment date: 7th October 2024 Dividend yield will be 11%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (194% earnings payout ratio) nor is it covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 15% 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. The company's earnings per share (EPS) would need to grow by 116% to bring the payout ratio under control. EPS is expected to grow by 68% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Sep 19Atlas Arteria Limited Announces Distribution for the Six Months Ended 30 June 2024, Payable on 7 October 2024Atlas Arteria Limited announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 30 June 2024, consistent with guidance provided in half year results announcement on 29 August 2024. Stapled securities trade ex-entitlement: 24 September 2024. Record date: 25 September 2024. Estimated payment date: 7 October 2024. The distribution will be paid by Atlas Arteria International Limited (ATLIX) and Atlas Arteria Limited (ATLAX) and will be an unfranked distribution.
Board Change • Sep 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Danny Elia was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 30First half 2024 earnings released: EPS: AU$0.099 (vs AU$0.12 in 1H 2023)First half 2024 results: EPS: AU$0.099 (down from AU$0.12 in 1H 2023). Revenue: AU$69.6m (up 9.6% from 1H 2023). Net income: AU$144.3m (down 14% from 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Aug 21+ 1 more updateAtlas Arteria Limited Appoints Hugh Wehby as Managing DirectorOn August 21, 2024, Atlas Arteria Limited announced that the Board has appointed Hugh Wehby as the company's new Managing Director. Hugh has extensive experience in the Australian listed infrastructure market, having held executive roles at Transurban and Sydney Airport. Hugh is currently Chief Commercial Officer at Transurban where his core focus is on delivering excellent on- road experience for customers, driving efficiency across all Australian markets and execution of corporate development opportunities. Previous to this role, Hugh was the Group Executive Partners, Delivery and Risk where he had global responsibility for strategic investment partnerships, major project delivery, new project opportunity development, risk, and health, safety, and environment. In North America, Hugh has been a member of Transurban's USA joint venture board since its inception, responsible for the delivery of a multi- billion dollar construction program and charged with identifying and developing growth opportunities. During his time at Transurban, he also drove the successful resolution of a complex dispute surrounding the West Gate Tunnel Project. Prior to Transurban, Hugh spent 10 years with Sydney Airport where he served in a number of roles including Chief Financial Officer and Chief Operating Officer. While COO, Hugh led the Company's initial response to the COVID-19 business disruption, refocused the organisation on safety and performance optimisation, and positioned the airport as a global sustainability leader in the infrastructure sector. Hugh's time in Macquarie Group and MAp Airports saw him based in Europe, where he primarily worked across the UK, Belgium, Denmark and Italy. His focus was on partnering with local senior management teams to drive strategic outcomes, financial growth and value.
お知らせ • Jun 18+ 1 more updateAtlas Arteria Limited to Report First Half, 2025 Results on Aug 28, 2025Atlas Arteria Limited announced that they will report first half, 2025 results on Aug 28, 2025
Declared Dividend • Mar 24Final dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 26th March 2024 Payment date: 8th April 2024 Dividend yield will be 10%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio) nor is it covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 20% 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. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 22+ 1 more updateAtlas Arteria Limited Announces the Retirement of Graeme Bevans as CEO and Managing DirectorAtlas Arteria announced that CEO and Managing Director Graeme Bevans has notified the Boards of his intention to retire. Graeme has agreed that he will stay on until a new CEO and Managing Director has been appointed to ensure an orderly transition to new leadership, consistent with the 12 month notice period in Graeme's employment contract. Since his appointment as CEO and Managing Director in 2018, Graeme has built and led a highly skilled and capable team and instilled a strong, values-led culture across the Group. He has also led a number of major strategic initiatives to significantly unlock value in the portfolio and position the business for sustainable growth. These include restructuring the APRR holding with the buyout of Macquarie andMacquarie Fund investors and renegotiating shareholder arrangements to improve Atlas Arteria's governance arrangements; the restructuring of Warnow Tunnel; and the acquisition of Chicago Skyway. Together, these initiatives have diversified the Company's cash flows, extended average concession life; and positioned the business to take advantage of adjacent opportunities including the expected retendering of the APRR and AREA concessions as they mature in 2035 and 2036, respectively. A global search for Graeme's replacement will be undertaken, and in the interim Graeme will continue to be focussed on delivering the recently articulated strategy of business optimisation, associated growth opportunities and capital management.
お知らせ • Mar 21Atlas Arteria Limited Announces Distribution for the Six Months Ended 31 December 2023, Payable on 8 April 2024Atlas Arteria Limited announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 31 December 2023, consistent with guidance provided in full year results announcement on 29 February 2024. Stapled securities trade ex-entitlement is on 26 March 2024. Record date is on 27 March 2024 and estimated payment date is on 8 April 2024.
お知らせ • Mar 14Atlas Arteria Limited, Annual General Meeting, May 16, 2024Atlas Arteria Limited, Annual General Meeting, May 16, 2024, at 10:01 AUS Eastern Standard Time.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: AU$0.22 (vs AU$0.25 in FY 2022)Full year 2023 results: EPS: AU$0.22. Revenue: AU$134.0m (down 4.5% from FY 2022). Net income: AU$323.5m (up 21% from FY 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe.
お知らせ • Oct 16Atlas Arteria Appoints Laura Hendricks to the Board as an Independent Non-Executive DirectorAtlas Arteria announced the appointment of Ms Laura Hendricks to the Board of Atlas Arteria Limited (ATLAX) as an Independent Non-executive Director effective immediately. Ms Hendricks is currently Chief Executive Officer of Transdev U.S., the largest operator and integrator of multiple modes of transportation in the United States. Laura has worked in a number of roles in the transportation industry across the US for more than 20 years and also has international experience working with shareholders in Europe, specifically in France and Germany. Ms Hendricks is also currently Chair of the North American Transit Alliance, an organization that advocates for the essential role that private contractors play in public transit. Prior to joining Transdev U.S., Ms Hendricks was President and/or CEO of several companies including Paint Drop by Valspar, Coach America and Merry Maids. Ms Hendricks also spent several years in executive leadership roles at Cintas and Fed Ex. Ms Hendricks is an accomplished senior executive with broad leadership experience in operations, including full P&L responsibility, business development, supply chain management, financial oversight, M&A, culture-building and change management. In her various roles, Ms Hendricks has also gained significant government relations experience in the United States, including working with public authorities and regulators. Ms Hendricks graduated from Xavier University with a Bachelor of Liberal Arts degree.
お知らせ • Sep 22Atlas Arteria Limited Announces Distribution for the Six Months Ended 30 June 2023, Estimated Payment Date Is 5 October 2023Atlas Arteria announced a distribution of 20.0 Australian cents per stapled security (cps) for the six months ended 30 June 2023. Stapled securities trade ex-entitlement is 25 September 2023, Record date is 26 September 2023 and Estimated payment date is 5 October 2023.
お知らせ • Aug 31Atlas Arteria Limited Reaffirms Distribution Guidance for the First Half and Second Half of 2023Atlas Arteria Limited reaffirmed distribution guidance of 20.0 cents per security for first half of 2023, and 20.0 cents per security for second half of 2023.
お知らせ • Jun 14Atlas Arteria Limited to Report Fiscal Year 2023 Results on Feb 29, 2024Atlas Arteria Limited announced that they will report fiscal year 2023 results on Feb 29, 2024
お知らせ • Jun 07Atlas Arteria Limited Appoints Ken Daley as DirectorAtlas Arteria Limited appointed Ken Daley as Director. Date of appointment 30 May 2023.
お知らせ • Jun 01Atlas Arteria Limited Announces Caroline Foulger Will Retire as A Director, with Effect from 1 July 2023Atlas Arteria Limited announced that Ms Caroline Foulger will retire as a Director of Atlas Arteria International Limited with effect from 1 July 2023.
お知らせ • Sep 19+ 1 more updateAtlas Arteria Limited to Report Q4, 2022 Results on Feb 23, 2023Atlas Arteria Limited announced that they will report Q4, 2022 results on Feb 23, 2023
