Ferrovial N.V.

BME:FER 株式レポート

時価総額:€42.1b

Ferrovial マネジメント

マネジメント 基準チェック /34

Ferrovialの CEO はIgnacio Fernandezで、 Sep2019年に任命され、 の在任期間は 6.67年です。 の年間総報酬は€ 6.16Mで、 26%給与と74%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.025%を直接所有しており、その価値は€ 10.48M 。経営陣と取締役会の平均在任期間はそれぞれ4.5年と7.8年です。

主要情報

Ignacio Fernandez

最高経営責任者

€6.2m

報酬総額

CEO給与比率25.97%
CEO在任期間6.7yrs
CEOの所有権0.02%
経営陣の平均在職期間4.5yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 25

FER: Toll Pricing Power And U.S. Inflation Pass Through Will Shape Balanced Outlook

Ferrovial's analyst price target edges higher to €70.93, with analysts citing limited upside after the recent rally but still pointing to potential benefits from 407 ETR pricing and U.S. Managed Lanes inflation pass-through, while unawarded summer project wins are kept outside current valuations. Analyst Commentary Bullish Takeaways Bullish analysts see room for earnings support from potential price increases at the 407 ETR highway, which could help underpin cash flow and justify valuations closer to the current price targets.
ナラティブの更新 Apr 09

FER: Toll Pricing Power And Managed Lanes Will Frame Balanced Risk Outlook

Ferrovial's analyst price target has been adjusted to €59.88, a level supported by analysts who point to updated discount rate and growth assumptions, an ongoing debate between more cautious views on near term upside after the recent rally, and constructive opinions around toll road pricing and U.S. managed lanes exposure. Analyst Commentary Recent research covers a spectrum of views on Ferrovial, with some analysts focusing on upside potential from core assets and others highlighting more limited room for further re-rating after the recent share price move.
ナラティブの更新 Mar 25

FER: Toll Pricing Power And New Assets Will Shape Future Risk Balance

Narrative Update Ferrovial's updated analyst price target edges slightly lower as analysts factor in a modestly softer growth outlook and higher discount rate. At the same time, recent target moves to around €70 highlight support from toll road pricing power and potential upside from new assets that is not yet fully reflected in valuations.
ナラティブの更新 Mar 10

FER: Toll Pricing And Buybacks Will Shape Future Risk Reward Balance

The analyst price target for Ferrovial has inched higher to about €60.06 from €59.90, as analysts factor in slightly higher assumed revenue growth, a modestly lower discount rate, and support from recent bullish coverage that highlights potential benefits from toll price initiatives and U.S. managed lanes exposure, even as some see limited further re rating after the recent share rally. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets of around €70 as a signal that they see room for value creation if Ferrovial executes on its current concessions and pipeline.
ナラティブの更新 Feb 24

FER: 407 ETR Pricing And Buybacks Will Guide Future Risk Reward Balance

Ferrovial's analyst fair value estimate has shifted slightly higher to €59.90 from €58.39, reflecting updated assumptions on revenue growth, discount rate and future P/E, along with recent Street price targets of €70 that cite expectations around 407 ETR pricing and the U.S. Managed Lanes business. Analyst Commentary Bullish analysts have been lifting their price targets on Ferrovial to €70, pointing to specific assets and earnings drivers rather than broad market themes.
分析記事 Feb 09

Does Ferrovial (BME:FER) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブの更新 Feb 08

FER: Rising Morgan Stanley Outlook And Buybacks Will Shape Future Returns

Ferrovial's analyst fair value estimate has edged up from €56.98 to €58.39, as analysts factor in updated assumptions on revenue growth, margins and future P/E multiples, alongside a series of recent price target increases from €56 to €64 and then to €70. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in stages, from €56 to €64 and now to €70.
ナラティブの更新 Jan 24

FER: Higher Morgan Stanley Outlook And Index Inclusion Will Shape Future Returns

Analysts have nudged their price expectations for Ferrovial higher, with the fair value estimate edging up from about €56.52 to €56.98. This move is supported by recent street research in which Morgan Stanley raised its price target in stages from €56 to €64 and then to €70.
ナラティブの更新 Jan 09

FER: Raised Price Outlook And Index Addition Will Shape Future Balanced Returns

Analysts have lifted their fair value estimate for Ferrovial to €56.52 from €55.77, along with a higher Street price target to €64 from €56, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Analysts updating their models on Ferrovial are focusing on how the revised fair value and the higher Street price target line up with their expectations for returns, risk and execution quality.
分析記事 Dec 29

Ferrovial (BME:FER) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Dec 24

FER: Index Addition And Stock Split Will Support Future Balanced Returns

Analysts have nudged their fair value estimate for Ferrovial higher to €55.77 from €53.86, citing expectations of slightly improved profit margins and a modestly higher future earnings multiple that more than offset softer projected revenue growth. What's in the News Ferrovial SE has been added to the NASDAQ-100 Index, increasing its visibility among global institutional investors (Key Developments).
ナラティブの更新 Dec 09

FER: Margin Gains And Stock Split Will Support Balanced Returns

Narrative Update on Ferrovial Analysts have modestly lifted their price target on Ferrovial, citing improving profit margins and a slightly lower future P E multiple. Their fair value estimate has moved from approximately EUR 53.18 to EUR 53.86 following recent target increases on the Street, including a move to EUR 52.50.
ナラティブの更新 Nov 25

FER: Improved Margins And Stable Outlook Will Support Earnings Into 2025

Ferrovial's analyst price target has been increased slightly, rising from €52.99 to €53.18. Analysts cite improvements in profit margin and a continued positive outlook from recent research updates.
ナラティブの更新 Nov 09

FER: Improved Profit Margins And Solar Projects Will Support Earnings Outlook

Ferrovial's analyst price target has been raised from approximately €50.21 to €52.99. Analysts cite improved profit margins and updated research reports supporting a modest valuation increase.
ナラティブの更新 Oct 26

Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes

Ferrovial's updated analyst price target has increased slightly to €50.21. This change reflects analysts' optimism following recent target hikes based on improved revenue growth expectations, despite minor adjustments to discount and profit margin estimates.
分析記事 Oct 16

Ferrovial's (BME:FER) Returns On Capital Are Heading Higher

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
ナラティブの更新 Oct 12

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s analyst price target has increased modestly from €48.54 to €49.58, as analysts cite improving revenue growth forecasts and incremental gains in profit margins. These factors support a slightly more favorable outlook for the company.
ナラティブの更新 Sep 28

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s consensus price target was revised upwards, driven by robust earnings momentum, expansion in North America, and higher expected returns from core assets, partially offset by macroeconomic and valuation concerns, resulting in a modest increase in fair value from €47.62 to €48.54. Analyst Commentary Bullish analysts cited robust earnings momentum and improved visibility in Ferrovial’s core infrastructure assets as key drivers for upward price target revisions.
分析記事 Sep 22

We Ran A Stock Scan For Earnings Growth And Ferrovial (BME:FER) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブの更新 Sep 13

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial's consensus price target increased modestly to €47.62 as analysts cited improved outlook for infrastructure assets, strong traffic recovery, and robust cash flow expectations, though some caution remains due to near-term limitations and regulatory uncertainties. Analyst Commentary Bullish analysts raised price targets citing improved outlook for key infrastructure assets and ongoing expansion in core markets.
分析記事 Sep 08

Is It Time To Consider Buying Ferrovial SE (BME:FER)?

Today we're going to take a look at the well-established Ferrovial SE ( BME:FER ). The company's stock saw its share...
分析記事 Aug 27

Ferrovial (BME:FER) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Aug 15

Estimating The Intrinsic Value Of Ferrovial SE (BME:FER)

BME:FER 1 Year Share Price vs Fair Value Explore Ferrovial's Fair Values from the Community and select yours Key...
分析記事 Jul 07

There's Been No Shortage Of Growth Recently For Ferrovial's (BME:FER) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Jun 22

Ferrovial SE (BME:FER) Investors Are Less Pessimistic Than Expected

Ferrovial SE's ( BME:FER ) price-to-sales (or "P/S") ratio of 3.4x may look like a poor investment opportunity when you...
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新しいナラティブ Nov 07

US Toll Roads And Airport Growth Propel Revenue Amid Construction And Market Challenges

Strong U.S. Toll Roads results and airport passenger growth suggest future revenue increases with infrastructure enhancements in progress.

CEO報酬分析

Ferrovial の収益と比較して、Ignacio Fernandez の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025€6m€2m

€868m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€6m€1m

€3b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€736m

Mar 31 2024n/an/a

€588m

Dec 31 2023€4m€1m

€320m

Sep 30 2023n/an/a

€302m

Jun 30 2023n/an/a

€164m

Mar 31 2023n/an/a

€139m

Dec 31 2022€3m€1m

€113m

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€960m

Dec 31 2021€3m€1m

€829m

Sep 30 2021n/an/a

-€261m

Jun 30 2021n/an/a

-€484m

Mar 31 2021n/an/a

-€424m

Dec 31 2020€2m€937k

-€452m

Sep 30 2020n/an/a

€100m

Jun 30 2020n/an/a

€251m

Mar 31 2020n/an/a

€535m

Dec 31 2019€2m€250k

€458m

報酬と市場: Ignacioの 総報酬 ($USD 7.15M ) は、 Spanish市場 ($USD 3.31M ) の同規模の企業の平均を上回っています。

報酬と収益: Ignacioの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ignacio Fernandez (59 yo)

6.7yrs
在職期間
€6,160,000
報酬

Mr. Ignacio Madridejos Fernández has been the Chief Executive Officer and Executive Director of Ferrovial SE (Also Known as Ferrovial, S.A.) since September 30, 2019. He had been the President of CEMEX USA...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.3yrs€7.05m0.000060%
€ 25.3k
Ignacio Fernandez
CEO & Executive Director6.7yrs€6.16m0.025%
€ 10.5m
Ernesto Mozo
Chief Financial Officer16.6yrsデータなし0.029%
€ 12.4m
Angel Sanchez
Major Projects & Operations Director1.8yrsデータなしデータなし
Ignacio del Pino
Chief Investment Officer1.5yrsデータなしデータなし
Dimitris Bountolos
Chief Information & Innovation Officer5.8yrsデータなしデータなし
Silvia Ruiz
Investor Relations Directorno dataデータなしデータなし
Geerte Hesen
General Counsel2yrsデータなしデータなし
Patricia Leiva
Director of Communication & Corporate Social Responsibility3.2yrsデータなしデータなし
Carlos Paredes
Chief Human Resources Officer6.3yrsデータなしデータなし
Valentín Arias
Director of Sustainabilityno dataデータなしデータなし
Ignacio Garcia Bilbao
Chief Financial Officer of Ferrovial Constructionno dataデータなしデータなし
4.5yrs
平均在職期間
60yo
平均年齢

経験豊富な経営陣: FERの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.3yrs€7.05m0.000060%
€ 25.3k
Ignacio Fernandez
CEO & Executive Director6.7yrs€6.16m0.025%
€ 10.5m
Philip Bowman
Non-Executive Independent Director9.8yrs€175.00k0.0048%
€ 2.0m
Óscar Fanjul Martín
Non-Executive Independent Vice Chairman10.8yrs€243.00k0.0067%
€ 2.8m
Juan Manuel Hoyos de Irujo
Non-Executive Independent Lead Director6.6yrs€175.00k0.00090%
€ 379.2k
Jose Fernando Mans
Non-Executive Independent Director16.4yrs€185.00k0.026%
€ 11.1m
Maria del Pino y Calvo-Sotelo
Non-Executive Director19.7yrs€175.00k0.0034%
€ 1.4m
Bruno V. Di Leo
Non-Executive Independent Director7.8yrs€174.00k0.000050%
€ 21.1k
Gonzalo Urquijo y de Araoz
Non-Executive Independent Director6.4yrs€183.00kデータなし
Hildegard Wortmann
Non-Executive Independent Director5yrs€168.00k0.000040%
€ 16.9k
Elisenda Bou-Balust
Non-Executive Independent Directorless than a yearデータなしデータなし
7.8yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: FERの 取締役会経験豊富 であると考えられます ( 7.8年の平均在任期間)。


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2026/05/22 10:15
終値2026/05/22 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
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

Ferrovial N.V. 19 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。31

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