Iberdrola（IBE）株式概要
イベルドローラ社は、スペイン、英国、米国、メキシコ、ブラジル、ドイツ、フランス、オーストラリアで発電、生産、送電、配電、電力供給に従事している。 詳細
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Analyst Price Targets
Iberdrola, S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €20.65 |
| 52週高値 | €22.08 |
| 52週安値 | €15.21 |
| ベータ | 0.57 |
| 1ヶ月の変化 | -3.64% |
| 3ヶ月変化 | 3.51% |
| 1年変化 | 35.28% |
| 3年間の変化 | 91.38% |
| 5年間の変化 | 103.15% |
| IPOからの変化 | 2,662.18% |
最新ニュース
Recent updates
ナラティブ更新 • Jul 24
IBE: Neutral Outlook As Network Expansion And Data Center Demand Shape Returns
The analyst price target for Iberdrola has been adjusted modestly higher to reflect a fair value shift of about €0.60 per share, as analysts cite mixed ratings but generally higher price targets linked to previously communicated earnings growth expectations and electricity demand in key markets. Analyst Commentary Recent research on Iberdrola points to a mixed but generally constructive tone, with several firms adjusting ratings and price targets as they reassess the stock's valuation against earnings expectations and electricity demand trends.
ナラティブ更新 • Jul 10
IBE: Data Center Power Demand And Grid Resilience Will Drive Future Upside
The analyst fair value estimate for Iberdrola has been raised from €20.50 to €23.80, reflecting higher price targets around €21 to €22.60 and analyst views that the company can support its premium valuation with earnings growth tied to electricity demand and data center related tailwinds. Analyst Commentary Recent research on Iberdrola points to a cluster of higher price targets and rating upgrades, with several bullish analysts highlighting earnings execution and exposure to growing electricity demand as key supports for the current valuation premium.
ナラティブ更新 • Jun 26
IBE: Premium To Peers Will Face Test From Data Center Demand
The updated analyst price target for Iberdrola has shifted from €12.36 to €17.30, with analysts citing the company’s exposure to rising electricity demand in the U.S. and UK, as well as expectations for relatively stronger earnings supported by data center related demand and sector tailwinds. Analyst Commentary Recent research on Iberdrola highlights a mix of optimism around demand for electricity in the U.S. and UK and caution around how much of that story is already reflected in the share price.分析記事 • Jun 17
Iberdrola (BME:IBE) Stock Looks Fully Valued After Brazil Grid Investment Plan
Brazil investment plans put Iberdrola stock in focus Iberdrola (BME:IBE) is in the spotlight after committing nearly $5 billion through subsidiary Neoenergia Coelba to expand electricity infrastructure in Brazil's Bahia state by 2030, alongside a broader 50 billion reais countrywide network plan. See our latest analysis for Iberdrola. The Bahia investment comes as Iberdrola shares trade at €20.7, with 7 day and 30 day share price returns of 3.19% and 6.56% respectively. A 5 year total...ナラティブ更新 • Jun 06
IBE: Neutral Outlook As Data Center Power Demand And Storage Projects Shape Returns
The analyst fair value estimate for Iberdrola has shifted from €19.17 to €19.92, as analysts highlight data center driven demand and supply tailwinds, which are reflected in recent price target increases from several firms. Analyst Commentary Analysts are split, with some pointing to upside tied to data center exposure and others sounding more cautious on where the stock trades relative to their expectations.ナラティブ更新 • Apr 25
IBE: Neutral Outlook As Renewable JV Expansion And Governance Changes Shape Returns
The analyst price target for Iberdrola has moved slightly higher to about €19.17, with analysts pointing to updated assumptions around long term profit margins and P/E multiples. This comes even as revenue growth expectations are adjusted and recent price target changes from major firms highlight valuation as a key consideration.ナラティブ更新 • Apr 11
IBE: Neutral Outlook With Renewable JV And Governance Moves Shaping Next Phase
Analysts have nudged the fair value estimate for Iberdrola slightly higher to €18.84, citing a series of price target revisions around €20 to €20.50 and a cluster of Neutral ratings. These indicate a more balanced risk reward view following the recent share price move.ナラティブ更新 • Mar 28
IBE: Neutral Stance And Renewable JV Expansion Will Shape A Balanced Outlook
The updated analyst price target for Iberdrola is now set at about €18.80, a slight move from roughly €18.76, as analysts weigh a richer valuation following recent downgrades to Neutral and mixed price target revisions across the Street. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets around €20 to €20.50 see room for upside versus the current average target of about €18.80, which implies some confidence that Iberdrola can justify a richer valuation.ナラティブ更新 • Mar 13
IBE: Neutral Ratings And Renewable JV Expansion Will Shape A Balanced Outlook
The analyst fair value estimate for Iberdrola has moved slightly higher to about €18.76, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples, as reflected in recent neutral ratings and price targets around €20 to €20.50. Analyst Commentary Recent research updates cluster around a neutral view on Iberdrola, with several firms now aligned around price targets of about €20 to €20.50.ナラティブ更新 • Feb 26
IBE: Mixed Ratings And Renewable JV Expansion Will Shape A Balanced Outlook
Analysts have nudged their price target for Iberdrola to about €18.70 from roughly €17.90. This reflects updated views on slightly lower revenue growth assumptions, a broadly stable discount rate, modestly higher profit margin forecasts, and a higher expected future P/E multiple informed by recent mixed rating actions and target revisions across the Street.ナラティブ更新 • Feb 09
IBE: Project Execution And Policy Stability Will Shape A Balanced Outlook
Analysts have nudged Iberdrola’s price target higher by €1.50, reflecting updated assumptions around a slightly lower discount rate, adjusted revenue growth and margin expectations, as well as a modest tweak to future P/E estimates. Analyst Commentary Recent price target revisions suggest analysts are fine tuning their expectations for Iberdrola, with valuation work now reflecting slightly different assumptions on discount rates, revenue growth and margins, as well as updated P/E inputs.ナラティブ更新 • Jan 25
IBE: Power Demand And Green Hydrogen Will Shape A Balanced Outlook
Narrative update The analyst price target for Iberdrola moves up by about €0.50 to €17.89. Analysts broadly cite updated assumptions around profit margins and future P/E, as well as mixed recent research that includes a €1.50 target increase, an upgrade to Buy, and a separate Sell rating at €16.20.ナラティブ更新 • Jan 08
IBE: Power Demand And Green Hydrogen Projects Will Shape Balanced Outlook
Analysts have nudged their price target for Iberdrola slightly higher to €17.39 from €17.32, citing mixed recent views. Some see support from growing electricity demand in the U.S. and UK, while others express caution with targets around €16.20.ナラティブ更新 • Dec 25
IBE: Rising Power Demand And Hydrogen Projects Will Support Mixed-View Outlook
Analysts have nudged their fair value estimate for Iberdrola slightly higher, from EUR 17.15 to EUR 17.32, citing both rising electricity demand in key markets and incremental improvements in long term profitability and valuation assumptions despite mixed rating actions. Analyst Commentary Recent rating and target price changes highlight a divided but incrementally constructive view on Iberdrola, with differing opinions on how much of the company’s improving fundamentals are already reflected in the share price.分析記事 • Dec 18
Iberdrola (BME:IBE) Has Announced A Dividend Of €0.2033
Iberdrola, S.A.'s ( BME:IBE ) investors are due to receive a payment of €0.2033 per share on 26th of January. Based on...ナラティブ更新 • Dec 11
IBE: Key Market Power Demand Will Support Operations Amid Mixed Ratings Narrative
Analysts have nudged their fair value estimate for Iberdrola slightly higher to EUR 17.15 from EUR 17.06, citing a stronger multiyear revenue growth outlook and supportive recent rating and target price revisions despite some dissenting views. Analyst Commentary Street research remains divided on Iberdrola, with recent rating changes and target price revisions underscoring a debate around how much of the multiyear growth story is already reflected in the share price.分析記事 • Dec 07
Iberdrola, S.A.'s (BME:IBE) Shareholders Might Be Looking For Exit
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...ナラティブ更新 • Nov 27
IBE: Demand In Key Markets Will Support Operations Amid Sector Challenges
Analysts have modestly raised their price target for Iberdrola from €16.82 to €17.06. They cite increased demand for electricity in key markets and an improved profit outlook as reasons for this adjustment.ナラティブ更新 • Nov 10
IBE: Earnings Outlook And Execution Will Face Sector Headwinds And Operational Risks
The consensus analyst price target for Iberdrola has increased modestly from €16.50 to €16.82. This change reflects updated analyst expectations based on incremental improvements in projected profit margin and fair value, despite slower anticipated revenue growth and a higher discount rate.分析記事 • Nov 02
Iberdrola's (BME:IBE) Dividend Will Be €0.2025
The board of Iberdrola, S.A. ( BME:IBE ) has announced that it will pay a dividend on the 26th of January, with...ナラティブ更新 • Oct 27
Recent Upgrades And Sector Momentum Will Drive Broader Grid Modernization Efforts
Analysts have raised their fair value estimate for Iberdrola from €16.32 to €16.50. This reflects higher anticipated revenue growth and a series of improved price targets from recent research coverage.ナラティブ更新 • Oct 13
US And UK Expansion Will Fuel Future Grid Modernization
The analyst price target for Iberdrola has increased modestly from EUR 16.14 to EUR 16.32. This change reflects analysts' optimism driven by recent positive revisions to revenue growth forecasts and supportive updates from multiple research firms.ナラティブ更新 • Sep 19
US And UK Expansion Will Fuel Future Grid Modernization
The consensus price target for Iberdrola saw a marginal upward revision to €16.14, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News Iberdrola experienced a significant incident at its Flyers Creek wind farm in Australia, where a GE Vernova turbine blade bent in half following storm-related damage; the damaged blade was removed from service, and a replacement is pending installation (Recharge News).ナラティブ更新 • Sep 04
US And UK Expansion Will Fuel Future Grid Modernization
With consensus revenue growth forecasts steady at 3.7% and a modest decline in future P/E from 19.53x to 18.83x indicating slightly improved valuation, Iberdrola’s consensus analyst price target remains unchanged at €15.94. What's in the News Iberdrola announced a private placement of common shares for gross proceeds of €5,016,000.
新しいナラティブ • Nov 07
Regulatory Hurdles And Debt Overload Threaten Profit Margins And Earnings Stability
Increased exposure to A-Rated countries may lead to stricter regulations and compliance costs, impacting net margins due to necessary regulatory investments.株主還元
| IBE | ES Electric Utilities | ES 市場 | |
|---|---|---|---|
| 7D | -2.6% | -2.0% | 0.9% |
| 1Y | 35.3% | 24.0% | 35.5% |
業界別リターン: IBE過去 1 年間で24 % の収益を上げたSpanish Electric Utilities業界を上回りました。
リターン対市場: IBEは、過去 1 年間で35.5 % のリターンをもたらしたSpanishマーケットと一致しました。
価格変動
| IBE volatility | |
|---|---|
| IBE Average Weekly Movement | 2.2% |
| Electric Utilities Industry Average Movement | 3.4% |
| Market Average Movement | 3.3% |
| 10% most volatile stocks in ES Market | 6.6% |
| 10% least volatile stocks in ES Market | 0.7% |
安定した株価: IBE 、 Spanish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: IBEの 週次ボラティリティ ( 2% ) 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 |
|---|---|---|---|
| 1840 | 44,573 | Pedro Azagra Blazquez | www.iberdrola.com |
イベルドローラ社は、スペイン、英国、米国、メキシコ、ブラジル、ドイツ、フランス、オーストラリアで発電、生産、送電、配電、電力供給に従事している。陸上・洋上風力発電、太陽光発電、水力発電、その他のエネルギー源、従来型原子力発電、コンバインドサイクル発電所などの再生可能エネルギー源や、バッテリーによる発電を行っている。また、卸売市場での電力やガスの売買、ガスや電力などのエネルギー小売供給活動、水素を含むその他の製品やサービス、非再生可能エネルギー発電、グリーン水素の製造も行っている。総設備容量は56,668MW。また、家庭向けにはヒートポンプ、自家消費、ソーラー、電動モビリティ、太陽光発電などのサービスを、産業向けにはグリーン水素、産業用熱などを供給している。イベルドローラ社は1840年に設立され、スペインのビルバオに本社を置いている。
Iberdrola, S.A. 基礎のまとめ
| IBE 基礎統計学 | |
|---|---|
| 時価総額 | €133.96b |
| 収益（TTM） | €5.58b |
| 売上高(TTM) | €44.45b |
24.0x
PER（株価収益率3.0x
P/SレシオIBE は割高か？
公正価値と評価分析を参照収益と収入
| IBE 損益計算書（TTM） | |
|---|---|
| 収益 | €44.45b |
| 売上原価 | €20.49b |
| 売上総利益 | €23.95b |
| その他の費用 | €18.38b |
| 収益 | €5.58b |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 21, 2026
| 一株当たり利益（EPS） | 0.86 |
| グロス・マージン | 53.89% |
| 純利益率 | 12.54% |
| 有利子負債／自己資本比率 | 95.5% |
IBE 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
3.3%
現在の配当利回り52%
配当性向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 | 2026/07/31 11:03 |
| 終値 | 2026/07/31 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Iberdrola, S.A. 17 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。39
| アナリスト | 機関 |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Bosco Muguiro Eulate | Banco Santander |
| Dominic Nash | Barclays |