Vallourec 配当と自社株買い
配当金 基準チェック /26
Vallourec配当を支払う会社であり、現在の利回りは11.21%です。
主要情報
11.2%
配当利回り
2.4%
バイバック利回り
| 総株主利回り | 2.4% |
| 将来の配当利回り | 9.7% |
| 配当成長 | n/a |
| 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 | 100% |
最近の配当と自社株買いの更新
Recent updates
ナラティブ更新 • Jul 30
VK: Offshore Line Pipe Contracts Will Drive Future Share Price Upside
Analysts have trimmed their fair value estimate for Vallourec, reflected in a lower implied price target of about €26.52 from roughly €27.39. Recent Street research citing a reduced €22.30 target highlights slightly higher discount rate assumptions and modestly softer margin expectations, despite steady revenue growth and P/E inputs.
ナラティブ更新 • Jul 15
VK: Future Contracts And Capital Returns Will Support Repriced Upside Potential
The updated analyst price target for Vallourec moves from €26.00 to €31.50, reflecting adjustments to revenue growth assumptions, the discount rate, and forecast P/E that analysts link to recent shifts in their broader valuation work on the stock. Analyst Commentary Recent research on Vallourec highlights a mix of caution and optimism, with the latest valuation work feeding directly into the revised €31.50 price target.
ナラティブ更新 • Jul 01
VK: Geothermal Push And New Contracts Will Support Balanced Medium-Term Outlook
Analysts have lifted their price target on Vallourec by about €4 to around €20, citing updated assumptions for higher revenue growth, improved profit margins and a lower expected future P/E multiple. What’s in the News for Vallourec Vallourec is highlighting geothermal energy as a key part of its New Energies portfolio, targeting a contribution of 10% to 15% of group EBITDA from these activities by 2030, supported by technical development and partnerships in next generation geothermal projects.分析記事 • Jun 18
Vallourec (ENXTPA:VK) Stock Could Be 19.1% Undervalued After India Partnership and Geothermal Push
Vallourec (ENXTPA:VK) is back in focus after signing a Memorandum of Understanding with Ultra Corpotech Pvt Ltd, combining its premium tubular expertise with local production for Oilfield Services customers in India. See our latest analysis for Vallourec. Despite the recent MoU and geothermal focus, Vallourec’s share price has come under short term pressure, with the 1 day, 7 day and 30 day share price returns all declining. At the same time, the 90 day share price return of 10.52% and 1 year...ナラティブ更新 • Jun 17
VK: Geothermal And Carbon Capture Pipeline Will Drive Future Share Price Upside
Analysts have nudged their fair value estimate for Vallourec slightly lower to €27.39 from €27.48, while also factoring in updated assumptions on growth, profitability and valuation multiples that align with the recent €4 increase in the consensus price target reported in Street research. What’s in the News for Vallourec Vallourec is hosting a Geothermal Deep Dive presentation, highlighting geothermal energy as a key part of its New Energies portfolio and outlining commercial and market momentum across conventional and next generation geothermal applications.ナラティブ更新 • Jun 01
VK: Carbon Capture Agreements And Share Repurchases Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Vallourec from €24.59 to €27.48, citing recent price target increases and ongoing support for the stock from updated research. Analyst Commentary Bullish Takeaways Bullish analysts have taken the step of raising their price targets, which supports a higher fair value range for the stock based on recent research work.ナラティブ更新 • Apr 28
VK: Updated Assumptions And Energy Contracts Will Support A Balanced Outlook
Analysts have raised the price target on Vallourec from €22.18 to €24.59, supported by recent Street research, including an increase in the published target from €19.50 to €20 and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the higher target of €24.59 versus the previously published €20 anchor as consistent with updated inputs on discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation range.ナラティブ更新 • Apr 11
VK: Incremental Discount Rate Shift And Energy Contracts Will Support Balanced Outlook
Analysts have slightly raised their price expectations for Vallourec, with the average target moving from about €21.82 to €22.18. This change is supported in part by recent Street research that nudged one published target from €19.50 to €20, along with modest adjustments to discount rate, growth and P/E assumptions.ナラティブ更新 • Mar 27
VK: Modest Price Hike And Energy Transition Contracts Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.00 from €19.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation framework. Analyst Commentary Recent research points to only a modest uplift in fair value, with the price target moving to €20.00 from €19.50 and the rating held at Equal Weight.新しいナラティブ • Mar 17
Heavy Shareholder Payouts And Geothermal Uncertainty Will Restrain Future Earnings Power
Catalysts About Vallourec Vallourec produces premium tubular solutions for energy and industrial applications, including OCTG, line pipe, mining and advanced geothermal products. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Mar 02
Geothermal And Premium Tubular Demand Will Support A Stronger Long Term Outlook
Catalysts About Vallourec Vallourec supplies premium tubular solutions and related services for energy and industrial applications worldwide. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 23
VK: Energy Transition Partnerships And New CFO Appointment Will Support Balanced Outlook
Analysts have lifted their price target on Vallourec to €20.17 per share. The update mainly reflects adjusted inputs for discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value estimate steady at €20.17.ナラティブ更新 • Feb 07
VK: Energy Projects And New Capacity Investments Will Support Balanced Outlook
Analysts have nudged their price target on Vallourec slightly higher to €20.17 from €19.97, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Vallourec and XGS Energy agreed a supply chain partnership for tubular products for a three gigawatt pipeline of geothermal projects across the western United States, including a 150 MW project with Meta in New Mexico that is planned to supply power to PNM's grid.分析記事 • Feb 06
An Intrinsic Calculation For Vallourec S.A. (EPA:VK) Suggests It's 43% Undervalued
Key Insights The projected fair value for Vallourec is €32.50 based on 2 Stage Free Cash Flow to Equity Vallourec's...ナラティブ更新 • Jan 23
VK: Offshore Contracts And Energy Projects Will Support Balanced Future Outlook
Narrative Update on Vallourec Analysts have trimmed their fair value estimate for Vallourec slightly to €19.97 from about €20.22, reflecting updated assumptions for revenue growth, profit margin and future P/E, while keeping the discount rate broadly unchanged. What's in the News Secured a large OCTG supply and services contract with Shell for the Orca offshore project, covering 10 planned wells and an estimated 12,000 to 15,000 tons of pipes plus onshore and offshore support services (Client announcement).ナラティブ更新 • Jan 08
VK: Offshore And Energy Contracts Will Drive Future Earnings Upside
Analysts have trimmed their price target on Vallourec by a modest amount to €20.22 from €20.30. This reflects updated assumptions for slightly different revenue growth, profit margin, discount rate and future P/E inputs in their models.分析記事 • Dec 30
Does Vallourec (EPA:VK) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブ更新 • Dec 15
VK: Offshore Contracts Will Drive Future Earnings Upside
Analysts have slightly raised their price target on Vallourec to €20.30 from €20.00, citing modestly higher long term earnings multiples that offset a marginally softer outlook for revenue growth and profit margins. What's in the News Commits at least €39 million, potentially up to €48 million, to expand its Youngstown, Ohio facility with a new VAM high torque threading line, adding 40 full time jobs and boosting North American energy supply chain capacity (company announcement) Awarded a second major contract by TotalEnergies to supply more than 30,000 tons of premium tubular solutions, including anti corrosion coated line pipe, for the AGUP2 phase of the Gas Growth Integrated Project in Iraq (company announcement) Secures an integrated contract with TechnipFMC and Shell Brasil to supply over 20,000 tons of subsea seamless premium carbon steel line pipes and coating services for the Orca deepwater project in the Santos Basin, Brazil (company announcement) Announces 2025 production guidance of around 6.2 million tonnes, indicating continued high utilization across key energy and industrial end markets (company guidance) Names Nathalie Delbreuve as Group Chief Financial Officer effective December 1, 2025, succeeding Sascha Bibert after a transition period (executive announcement) Valuation Changes Fair Value: unchanged at €20.30 per share, indicating a stable overall valuation despite underlying estimate shifts.分析記事 • Dec 02
There Is A Reason Vallourec S.A.'s (EPA:VK) Price Is Undemanding
Vallourec S.A.'s ( EPA:VK ) price-to-earnings (or "P/E") ratio of 9x might make it look like a buy right now compared...ナラティブ更新 • Nov 28
VK: Offshore Contracts And US Expansion Will Drive Earnings Momentum
Analysts have raised Vallourec's fair value estimate slightly to €20.30 from €20.11, citing improved revenue growth expectations. This increase offsets minor adjustments to profitability and discount rates.ナラティブ更新 • Nov 14
VK: Major Offshore Contract Awards Will Drive Strong Performance Ahead
Analysts have slightly lowered their price target for Vallourec from €20.33 to €20.11. They cite marginal adjustments to discount rates, revenue growth projections, and improved profit margins in their updated models.ナラティブ更新 • Oct 30
VK: Major Petrobras Contract Will Drive Multi-Year Offshore Upside
Analysts have modestly increased their price target for Vallourec to €20.33, citing minor adjustments in discount rate assumptions. Core growth and margin forecasts remain steady.分析記事 • Oct 28
Vallourec (EPA:VK) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...ナラティブ更新 • Oct 16
Brazil Cost Reductions And US Tariffs Will Secure Future Upside
Analysts have slightly reduced their price target for Vallourec from €21.04 to €20.33, citing a modestly improved revenue growth outlook but a small decrease in anticipated profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets for Vallourec, reflecting modest confidence in the company’s near-term trajectory.分析記事 • Sep 09
Here's Why Vallourec (EPA:VK) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 25
Investors Aren't Entirely Convinced By Vallourec S.A.'s (EPA:VK) Earnings
With a price-to-earnings (or "P/E") ratio of 10.5x Vallourec S.A. ( EPA:VK ) may be sending bullish signals at the...
新しいナラティブ • Dec 18
The Company'S Thermotite Do Brasil Acquisition And Zero Net Debt Goal Will Boost Earnings And Margins
Strategic acquisitions and operational optimizations in Brazil enhance Vallourec’s offshore market position, potentially boosting future revenue and profitability.決済の安定と成長
配当データの取得
安定した配当: VKの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: VKの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Vallourec 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (VK) | 11.2% |
| 市場下位25% (FR) | 2.0% |
| 市場トップ25% (FR) | 5.3% |
| 業界平均 (Energy Services) | 5.1% |
| アナリスト予想 (VK) (最長3年) | 9.7% |
注目すべき配当: VKの配当金 ( 11.21% ) はFrench市場の配当金支払者の下位 25% ( 1.96% ) よりも高くなっています。
高配当: VKの配当金 ( 11.21% ) はFrench市場 ( 5.27% ) の配当支払者の中で上位 25% に入っています。
株主への利益配当
収益カバレッジ: VKは高い 配当性向 ( 99.6% ) 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: VKが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
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 | 2026/08/12 23:16 |
| 終値 | 2026/08/12 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
Vallourec S.A. 10 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。23
| アナリスト | 機関 |
|---|---|
| Michael Pickup | Barclays |
| Alessandro Abate | Berenberg |
| Guillaume Delaby | Bernstein |