Repsol, S.A.

BME:REP 株式レポート

時価総額:€24.4b

Repsol マネジメント

マネジメント 基準チェック /34

Repsolの CEO はJosu Imaz San Miguelで、 Apr2014年に任命され、 の在任期間は 12.08年です。 の年間総報酬は€ 5.05Mで、 28.8%給与と71.2%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0.074%を直接所有しており、その価値は€ 17.92M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と8.5年です。

主要情報

Josu Imaz San Miguel

最高経営責任者

€5.0m

報酬総額

CEO給与比率28.76%
CEO在任期間12.1yrs
CEOの所有権0.07%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間8.5yrs

経営陣の近況

Recent updates

分析記事 May 01

Upgrade: Analysts Just Made A Massive Increase To Their Repsol, S.A. (BME:REP) Forecasts

Celebrations may be in order for Repsol, S.A. ( BME:REP ) shareholders, with the analysts delivering a significant...
ナラティブ更新 Apr 30

REP: Venezuelan Deals And Mixed Ratings Will Shape Fairly Valued Shares

The analyst fair value estimate for Repsol has increased to €24.03 from €19.92, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations following a wave of recent target changes and rating shifts across major banks. Analyst Commentary Recent research on Repsol shows a mix of optimism and caution, with several firms adjusting price targets and ratings in quick succession.
ナラティブ更新 Apr 15

REP: Venezuela Exposure Will Drive Future Cash Flow And Margin Downside Risk

The analyst price target for Repsol has been adjusted higher to €13.61 from €13.30, with analysts citing updated price targets across the broker community, along with small shifts in the discount rate, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Repsol shows a mix of upgrades and downgrades, with price targets being moved both higher and lower.
ナラティブ更新 Apr 01

REP: Venezuela Exposure And Refining Uncertainty Will Drive Future Downside Risk

Analysts have lifted the average price target for Repsol by several euros into the high teens to low €20s range, pointing to updated models that reflect lower discount rates, modestly higher revenue growth assumptions, and supportive sector research on refining margins and valuation for integrated energy names. Analyst Commentary Recent research has pulled Repsol into sharper focus, with several major banks updating ratings and targets as they refresh models and sector views.
ナラティブ更新 Mar 18

REP: Venezuelan Exposure Will Tighten Future Risk Profile For Richly Priced Shares

Repsol's analyst fair value has increased from €17.42 to €19.92 as analysts highlight higher price targets across the Street, citing sustained refining margins, stronger free cash flow and broad valuation support for integrated energy names. Analyst Commentary Recent research points to a clear reset in expectations for Repsol, with several firms lifting price targets into a €18 to €25 range and reassessing ratings as their models are updated and sector views evolve.
ナラティブ更新 Mar 04

REP: Venezuela Exposure Will Shape Future Risk Profile For Overvalued Shares

Analysts have nudged their price expectations for Repsol higher, with the updated fair value estimate moving from about €16.45 to roughly €17.42. This adjustment is supported by recent target increases from several banks highlighting valuation support for integrated energy names.
ナラティブ更新 Feb 18

REP: Venezuela Exposure And Upstream Optionality Will Drive Future Repricing

Analysts have trimmed their average price target on Repsol to €19 from €20, citing a slightly lower assumed discount rate and P/E, along with updated views on revenue growth and profitability. Analyst Commentary Recent research has highlighted a mix of caution and optimism around Repsol, with some high profile houses adjusting their views in different directions.
ナラティブ更新 Feb 03

REP: Upstream Liquidity Event And Reverse Merger Optionality Will Drive Repricing

Analysts have lifted their fair value estimate for Repsol to €20.00 from €17.73, reflecting updated assumptions on discount rate, revenue growth, margins and future P/E, even as recent research has included both downgrades and an upgrade following model roll forwards. Analyst Commentary Street research on Repsol has been mixed in recent weeks, with several downgrades from large banks including JPMorgan and RBC Capital alongside at least one upgrade and higher price targets from bullish analysts.
ナラティブ更新 Jan 20

REP: Upstream Reverse Merger Talks Will Drive Future Downside Risk

Analysts have lifted their price expectations for Repsol, with our fair value estimate moving from €11.00 to €13.30. This reflects recent target raises to €16 and €19, as well as updated views on valuation, discount rates and longer term earnings multiples.
ナラティブ更新 Jan 06

REP: Upstream Merger Options And Refining Margin Risks Will Shape Outlook

Analysts have made a very small trim to their fair value estimate for Repsol to about €16.45. Recent Street research highlights a mix of more cautious views on refining margins and interest around potential corporate actions, which supported an increase in one published price target to €16 from €15.
ナラティブ更新 Dec 19

REP: Upstream Merger Talks And Refining Margins Will Shape Future Narrative

Analysts have nudged their blended price target for Repsol modestly higher to about EUR 16.45 from roughly EUR 16.20, reflecting slightly stronger long term revenue growth expectations, a marginally higher fair value estimate, and continued support from recent upward target revisions despite some caution on refining margins. Analyst Commentary Analyst views on Repsol remain mixed, with incremental target hikes balanced by growing concerns around the sustainability of current refining profitability and broader upstream strategy uncertainty.
ナラティブ更新 Dec 05

REP: Upstream Merger Talks And Renewable Fuels Expansion Will Shape Near-Term Outlook

The analyst price target for Repsol has been nudged higher to EUR 16.20 from about EUR 15.98 as analysts factor in modestly stronger long term revenue growth, a slightly higher fair value estimate, and supportive sector views reflected in recent target increases, even as some see limited upside at current valuation levels. Analyst Commentary Street research on Repsol has been mixed, with recent notes highlighting both constructive and more cautious elements around growth prospects, capital allocation, and valuation.
分析記事 Dec 03

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブ更新 Nov 20

REP: Potential Upstream Merger And Renewable Projects Will Determine Near-Term Outlook

Analysts have slightly increased their fair value estimate for Repsol to €15.98 from €15.77. They cite a modest outlook adjustment that reflects updated price targets and tempered revenue growth expectations.
分析記事 Nov 07

Repsol's (BME:REP) Soft Earnings Are Actually Better Than They Appear

The market for Repsol, S.A.'s ( BME:REP ) shares didn't move much after it posted weak earnings recently. We did some...
ナラティブ更新 Nov 06

REP: Future Profit Margins And Renewable Supply Agreements Will Shape Outlook

Analysts have raised their price target for Repsol from €15.27 to €15.77, citing a modest improvement in profit margins and a more favorable industry outlook as the primary drivers for the upward revision. Analyst Commentary Recent street research highlights a mix of optimism and caution among analysts regarding Repsol's outlook and valuation.
ナラティブ更新 Oct 23

Analysts React to Repsol’s Upward Valuation as Renewable Fuel Strategy Gains Momentum

Repsol's fair value estimate has been raised modestly from €15.08 to €15.27 per share. Analysts cite improving profit margins and stronger revenue growth, partially offset by expectations for moderated refining spreads.
ナラティブ更新 Oct 09

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised their price target for Repsol from €14.45 to €15.08. They cite improved revenue growth, higher profit margins, and sector trends favoring companies with strong diesel exposure as key reasons for this change.
ナラティブ更新 Sep 25

Renewable Energy Expansion Will Unlock Future Value

Repsol’s price target was raised to €14.45 as analysts cite improving oil prices, stronger refining margins, and enhanced shareholder returns supporting higher valuations. Analyst Commentary Bullish analysts cite Repsol's strong leverage to diesel markets as a key differentiator, particularly amid a strengthening oil price environment.
ナラティブ更新 Aug 30

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised Repsol’s price target to €14.28, citing strong diesel refining leverage, resilience to higher oil prices, and sector leadership, supporting a more bullish outlook. Analyst Commentary Bullish analysts highlight Repsol’s strong leverage to diesel refining, positioning it as a hedge against rising oil prices.
分析記事 Aug 18

Why Investors Shouldn't Be Surprised By Repsol, S.A.'s (BME:REP) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Repsol, S.A. ( BME:REP ) is a stock worth checking...
分析記事 Jun 02

Repsol (BME:REP) Will Pay A Dividend Of €0.405

The board of Repsol, S.A. ( BME:REP ) has announced that it will pay a dividend on the 8th of July, with investors...
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新しいナラティブ Nov 10

Balancing High-Margin Ambitions Against Shrinking Margins And Geopolitical Risks

Focus on high-margin, lower-emission projects and strategic CapEx management could enhance cash flows, margins, and net earnings.

CEO報酬分析

Repsol の収益と比較して、Josu Imaz San Miguel 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
Mar 31 2026n/an/a

€2b

Dec 31 2025€5m€1m

€2b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€673m

Mar 31 2025n/an/a

€1b

Dec 31 2024n/an/a

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€4m€1m

€3b

Sep 30 2023n/an/a

€4b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€4b

Dec 31 2022€4m€1m

€4b

Sep 30 2022n/an/a

€4b

Jun 30 2022n/an/a

€4b

Mar 31 2022n/an/a

€3b

Dec 31 2021€4m€1m

€2b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€367m

Mar 31 2021n/an/a

-€2b

Dec 31 2020€4m€1m

-€3b

Sep 30 2020n/an/a

-€8b

Jun 30 2020n/an/a

-€7b

Mar 31 2020n/an/a

-€5b

Dec 31 2019€4m€1m

-€4b

報酬と市場: Josuの 総報酬 ($USD 5.94M ) は、 Spanish市場 ($USD 3.35M ) の同規模の企業の平均を上回っています。

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


CEO

Josu Imaz San Miguel (62 yo)

12.1yrs
在職期間
€5,048,188
報酬

Mr. Josu Jon Imaz San Miguel, Ph D., has been the Chief Executive Officer of Repsol, S.A., since April 30, 2014 and its Executive Director since April 30, 2014. Mr. Imaz San Miguel served as the President...


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
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 17.9m
Antonio Lorenzo Sierra
Executive MD & CFO7.8yrsデータなしデータなし
Luis Cabra Duenas
EMD Energy Transitionno dataデータなしデータなし
Pablo Bannatyne
Head of Investor Relationsno dataデータなしデータなし
Marcos Fraga
Head of Corporate Communication & Brand and Director of Chairman’s Office4.3yrsデータなしデータなし
Carmen Pérez
EMD People & Organizationno dataデータなしデータなし
Tomas Garcia Blanco
Executive Managing Director & Deputy to the CEO for Special Projectsno dataデータなしデータなし
Berta Cabello
Head of Refining Transformationno dataデータなしデータなし
Juan Heredero
EMD Industrial Transformation and Circular Economyno dataデータなしデータなし
Valero Sastron
Executive Managing Director of Clientno dataデータなしデータなし
Francisco Gea del Riquelme
Executive Managing Director of Exploration & Production3.7yrsデータなしデータなし
Joao Paulo de Sousa Costeira
Executive Managing Director of Low Carbon Generation3.7yrsデータなしデータなし
4.3yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: REPの経営陣は 経験豊富 であると考えられます ( 4.3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
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 17.9m
John West
Independent Non-Executive Director11.3yrs€353.19kデータなし
Henri Philippe Reichstul
Non-Executive Director7.6yrs€353.19k0%
€ 0
Antonio Brufau Niubo
Non-Executive Chairman29.8yrs€1.25m0.056%
€ 13.6m
Manuel Manrique Cecilia
Non-Executive Director13.1yrs€353.19k0.00015%
€ 36.6k
Maria Garcia-Mila Lloveras
Independent Non-Executive Director7yrs€286.97k0.00021%
€ 51.2k
Aurora Sala
Independent External Director5.2yrs€309.04kデータなし
Ignacio Martin San Vicente
Independent Non-Executive Director8yrs€353.19k0.00074%
€ 180.3k
Isabel Torremocha Ferrezuelo
Independent External Director9yrs€309.04k0.00075%
€ 182.8k
Maria del Ganyet i Cirera
Independent Non-Executive Director8yrs€353.19k0%
€ 0
Arantza Estefania Larranaga
Independent Non-Executive Director7yrs€242.82kデータなし
Mariano Marzo Carpio
Lead Independent Director9yrs€331.11kデータなし
8.5yrs
平均在職期間
70yo
平均年齢

経験豊富なボード: REPの 取締役会経験豊富 であると考えられます ( 8.5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2026/05/11 21:41
終値2026/05/11 00:00
収益2026/03/31
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

Repsol, S.A. 21 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。50

アナリスト機関
Virginia RomeroBanco de Sabadell. S.A.
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