OMV（OMVV）株式概要OMV Aktiengesellschaftは、オーストリア、ベルギー、ドイツ、ニュージーランド、ノルウェー、ルーマニア、アラブ首長国連邦、その他の中東欧諸国、その他の欧州諸国、および国際的な石油・ガス・化学製品会社として事業を展開している。 詳細OMVV ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より60.6%で取引されている 収益は年間10.34%増加すると予測されています リスク分析7.01%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 株式の流動性は非常に低い 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るOMVV Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€63.3341.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b56b2016201920222025202620282031Revenue €23.0bEarnings €1.0bAdvancedSet Fair ValueView all narrativesOMV Aktiengesellschaft 競合他社BPSymbol: LSE:BP.Market cap: UK£81.7bShellSymbol: LSE:SHELMarket cap: UK£178.7bNational Atomic Company Kazatomprom JSCSymbol: LSE:KAPMarket cap: US$9.0tDCCSymbol: LSE:DCCMarket cap: UK£5.2b価格と性能株価の高値、安値、推移の概要OMV過去の株価現在の株価€63.3352週高値€63.9352週安値€43.09ベータ0.231ヶ月の変化8.90%3ヶ月変化15.82%1年変化32.04%3年間の変化46.25%5年間の変化33.11%IPOからの変化149.02%最新ニュースDeclared Dividend • May 20Dividend of €4.40 announcedShareholders will receive a dividend of €4.40. Ex-date: 8th June 2026 Payment date: 11th June 2026 Dividend yield will be 7.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 16% 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 8.3% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 23+ 1 more updateOMV Aktiengesellschaft Appoints Emma Delaney as CEO, Effective September 1, 2026OMV Aktiengesellschaft announced that its Supervisory Board appointed Emma Delaney as CEO of the company. Emma Delaney has accepted the appointment. She will assume the position with effect from September 1, 2026 for a three-year period with an extension possibility for further two years subject to mutual consent.お知らせ • Dec 09OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026.お知らせ • Oct 24+ 4 more updatesOMV Aktiengesellschaft to Report Q2, 2026 Results on Jul 31, 2026OMV Aktiengesellschaft announced that they will report Q2, 2026 results at 7:00 AM, Central European Standard Time on Jul 31, 2026お知らせ • May 30PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million.PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million on May 30, 2025. The total cash consideration is $594 million, net of a transaction fee of $100 million. PJSC LUKOIL (MISX:LKOH) completed the acquisition of an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) on May 30, 2025.お知らせ • Feb 03ADNOC Aims to Buy Nova Chemicals, Roll Into Deal With OMVAbu Dhabi National Oil Company and energy producer OMV Aktiengesellschaft (WBAG:OMV) are considering buying Canada’s NOVA Chemicals Corporation and rolling it into an industry giant they’re seeking to create by merging two companies in which they have cross shareholdings. The government-owned company in the United Arab Emirates and the Austrian energy producer are in “constructive and positive” talks about a merger of two chemical units in which they’re both partners, ADNOC said in a statement on February 1, 2025. The deal would create a chemical producer potentially valued at more than $30 billion.最新情報をもっと見るRecent updatesDeclared Dividend • May 20Dividend of €4.40 announcedShareholders will receive a dividend of €4.40. Ex-date: 8th June 2026 Payment date: 11th June 2026 Dividend yield will be 7.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 16% 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 8.3% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 23+ 1 more updateOMV Aktiengesellschaft Appoints Emma Delaney as CEO, Effective September 1, 2026OMV Aktiengesellschaft announced that its Supervisory Board appointed Emma Delaney as CEO of the company. Emma Delaney has accepted the appointment. She will assume the position with effect from September 1, 2026 for a three-year period with an extension possibility for further two years subject to mutual consent.お知らせ • Dec 09OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026.お知らせ • Oct 24+ 4 more updatesOMV Aktiengesellschaft to Report Q2, 2026 Results on Jul 31, 2026OMV Aktiengesellschaft announced that they will report Q2, 2026 results at 7:00 AM, Central European Standard Time on Jul 31, 2026お知らせ • May 30PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million.PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million on May 30, 2025. The total cash consideration is $594 million, net of a transaction fee of $100 million. PJSC LUKOIL (MISX:LKOH) completed the acquisition of an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) on May 30, 2025.お知らせ • Feb 03ADNOC Aims to Buy Nova Chemicals, Roll Into Deal With OMVAbu Dhabi National Oil Company and energy producer OMV Aktiengesellschaft (WBAG:OMV) are considering buying Canada’s NOVA Chemicals Corporation and rolling it into an industry giant they’re seeking to create by merging two companies in which they have cross shareholdings. The government-owned company in the United Arab Emirates and the Austrian energy producer are in “constructive and positive” talks about a merger of two chemical units in which they’re both partners, ADNOC said in a statement on February 1, 2025. The deal would create a chemical producer potentially valued at more than $30 billion.お知らせ • Jan 27OMV Aktiengesellschaft, Annual General Meeting, May 27, 2025OMV Aktiengesellschaft, Annual General Meeting, May 27, 2025.お知らせ • Dec 11TotalEnergies SE (ENXTPA:TTE) acquired the 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million.TotalEnergies SE (ENXTPA:TTE) has signed an agreement to acquire 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million on January 31, 2024. Under the terms of agreement, TotalEnergies is paying cash consideration of $903 million, this amount includes the full repayment of the outstanding $350 million shareholder loan granted by OMV to SapuraOMV as well as net working capital and other elements with the consideration being subject to closing adjustments (Economic Effective Date December 31, 2022). The remaining 50 percent interest is held by SapuraEnergy. The implementation of the transaction is, inter alia, subject to certain partner consents as well as governmental and regulatory approvals and closing is expected by the end of first half of 2024. J.P. Morgan acted as financial advisor to OMV. Michael Burns, Tim Gummer, Mark Spinney, Neil Cuninghame, Ruth Buchanan and Jessica Davies of Ashurst acted as legal advisor to OMV Aktiengesellschaft. Marc Petitier, Jérémie Marthan, Estelle Philippi and Valérie Ménard of White & Case LLP (Paris), Margot Berry, Laetitia Souesme and Mukund Dhar of White & Case LLP, Francisco de Rosenzweig and Roman Gonzalez of White & Case, S.C. and MeloMegan Irons, Lucy Raffel, Aileen Fitzmaurice, Alistair Leung, Olivia Yan, Tom Carberry and Fiona Blanch of White & Case LLP acted as legal advisor to TotalEnergies. TotalEnergies SE (ENXTPA:TTE) completed the acquisition of 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) on December 10, 2024.お知らせ • Oct 28+ 3 more updatesOMV Aktiengesellschaft to Report Q1, 2025 Results on Apr 30, 2025OMV Aktiengesellschaft announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Oct 25OMV Aktiengesellschaft to Report Fiscal Year 2024 Results on Feb 04, 2025OMV Aktiengesellschaft announced that they will report fiscal year 2024 results at 7:00 AM, Central European Standard Time on Feb 04, 2025Declared Dividend • Mar 28Dividend of €5.05 announcedShareholders will receive a dividend of €5.05. Ex-date: 5th June 2024 Payment date: 10th June 2024 Dividend yield will be 12%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01Abu Dhabi National Oil Company acquired 24.9 % stake in OMV Aktiengesellschaft (WBAG:OMV) from Mubadala Petroleum And Petrochemicals Holding Company LLC.Abu Dhabi National Oil Company entered into an agreement to acquire a 24.9 % stake in OMV Aktiengesellschaft (WBAG:OMV) from Mubadala Petroleum And Petrochemicals Holding Company LLC on December 21, 2022. The completion is subject to closing conditions and other regulatory consents and approvals. As of July 12, 2023, the European Commission approved the transaction. As of August 16, 2023, Competition Tribunal of South Africa has approved the transaction without conditions. Citigroup Inc. (NYSE:C) acted as a financial advisor to Abu Dhabi National Oil Company.Abu Dhabi National Oil Company completed the acquisition of 24.9 % stake in OMV Aktiengesellschaft (WBAG:OMV) from Mubadala Petroleum And Petrochemicals Holding Company LLC on February 29, 2024.お知らせ • Feb 01TotalEnergies SE (ENXTPA:TTE) has signed an agreement to acquire 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million.TotalEnergies SE (ENXTPA:TTE) has signed an agreement to acquire 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million on January 31, 2024. Under the terms of agreement, TotalEnergies is paying cash consideration of $903 million, this amount includes the full repayment of the outstanding $350 million shareholder loan granted by OMV to SapuraOMV as well as net working capital and other elements with the consideration being subject to closing adjustments (Economic Effective Date December 31, 2022). The remaining 50 percent interest is held by SapuraEnergy. The implementation of the transaction is, inter alia, subject to certain partner consents as well as governmental and regulatory approvals and closing is expected by the end of first half of 2024.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: €1.45 (vs €2.55 in 3Q 2022)Third quarter 2023 results: EPS: €1.45 (down from €2.55 in 3Q 2022). Revenue: €9.74b (down 42% from 3Q 2022). Net income: €492.0m (down 41% from 3Q 2022). Profit margin: 5.0% (in line with 3Q 2022). Revenue is expected to fall by 12% p.a. on average during the next 3 years compared to a 2.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.お知らせ • Oct 26+ 5 more updatesOMV Aktiengesellschaft, Annual General Meeting, May 28, 2024OMV Aktiengesellschaft, Annual General Meeting, May 28, 2024, at 10:00 Central European Standard Time. Location: REED MESSE WIEN GmbH, Messeplatz 1, 1020 Vienna Austriaお知らせ • Jul 15OMV to Enter Talks with ADNOC to Create $20 Billion Chemicals GiantOMV Aktiengesellschaft (WBAG:OMV) said on July 14, 2023 said it will enter negotiations with Abu Dhabi National Oil Co (ADNOC) to potentially create a chemicals giant via the combination of two entities in which both companies own stakes. The deal, if realised, would include a merger of petrochemicals group Borealis AG which is owned by OMV and ADNOC in a 75:25 split -- and Borouge plc (ADX:BOROUGE), which is 54:36 owned by ADNOC and Borealis. OMV said such a tie-up would result in both Borealis and Borouge becoming "equal partners under a jointly controlled, listed platform for potential growth acquisitions to create a global polyolefin company". A potential tie-up between the both petrochemicals companies, which was first reported last week, would create a global heavyweight with combined annual sales of more than $20 billion. OMV said any transaction depended on a number of criteria, including the valuation of both businesses as well as the approval of the Austrian group's management and supervisory boards and antitrust authorities.お知らせ • Jul 06Adnoc, OMV Reportedly Explore USD 30 Billion Merger of Borealis, BorougeOMV Aktiengesellschaft (WBAG:OMV) are exploring a combination of Borouge plc (ADX:BOROUGE) and Borealis AG to create a chemicals and plastics company worth more than $30 billion, people familiar with the matter said. The owners are discussing the potential valuation and ownership structure of a combined entity and may reach the broad outlines for formal merger negotiations in the coming weeks, according to the people. Talks have been on-and-off for several months and could still be delayed or fall apart, they said, asking not to be identified because deliberations are private. Borealis is 75% owned by OMV, with the remainder held by Abu Dhabi National Oil Co. Abu Dhabi-listed Borouge is itself a partnership between Adnoc and Borealis and has a market value of about $22 billion. The two parties are discussing a possible valuation of about $10 billion for Borealis, including its Borouge stake, the people said. After taking into account potential synergies, the overall valuation of the combined entity could exceed $30 billion, the people said. The exact value and ownership structure remain the two key hurdles for any agreement and may still change, they said. The Austrian side would also prefer to have the headquarters in Europe, where most of the operations are, even if the combined entity was listed in Abu Dhabi, the people said. Representatives for Adnoc and OMV declined to comment. Spokespeople for Borealis and Borouge referred queries to their owners. The Abu Dhabi firm is continuing its pursuit of a potential Covestro takeover and has been studying its next steps, according to people with knowledge of the matter. Adnoc is likely to decide as soon as the next couple weeks whether to increase its offer for Covestro, the people said. A spokesperson for Covestro declined to comment.お知らせ • Jun 03ORLEN Deutschland GmbH acquired 17 Automated Service Stations in Germany from OMV Aktiengesellschaft (WBAG:OMV).ORLEN Deutschland GmbH acquired 17 Automated Service Stations in Germany from OMV Aktiengesellschaft (WBAG:OMV) on June 1, 2023.ORLEN Deutschland GmbH completed the acquisition of 17 Automated Service Stations in Germany from OMV Aktiengesellschaft (WBAG:OMV) on June 1, 2023.Upcoming Dividend • May 30Upcoming dividend of €5.05 per share at 6.4% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 12 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of British dividend payers (5.9%). In line with average of industry peers (6.3%).Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Net income: €3.63b (up 74% from FY 2021). Oil reserves and sales price Proven reserves: 621 MMbbls Average sales price/bbl (hedged): US$88.93 Gas reserves and sales price Proven reserves: 2408.8 Bcf Average sales price/mcf (hedged): US$4.98 Combined production and costs Oil equivalent production: 143 MMboe (177.5 MMboe in FY 2021) Average production cost/Boe: US$7.67 (US$5.86/Boe in FY 2021) Revenue is expected to fall by 10% p.a. on average during the next 3 years compared to a 3.7% decline forecast for the Oil and Gas industry in the United Kingdom.Reported Earnings • Feb 07Full year 2022 earnings released: EPS: €11.12 (vs €6.40 in FY 2021)Full year 2022 results: EPS: €11.12 (up from €6.40 in FY 2021). Revenue: €64.8b (up 82% from FY 2021). Net income: €3.71b (up 77% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 24% p.a. on average during the next 3 years compared to a 4.8% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: €2.55 (vs €0.85 in 3Q 2021)Third quarter 2022 results: EPS: €2.55 (up from €0.85 in 3Q 2021). Revenue: €17.6b (up 107% from 3Q 2021). Net income: €851.0m (up 205% from 3Q 2021). Profit margin: 4.8% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 19% p.a. on average during the next 3 years compared to a 4.5% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 28+ 3 more updatesOMV Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 24, 2023OMV Aktiengesellschaft announced that they will report fiscal year 2022 results on Mar 24, 2023Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €5.96 (vs €1.90 in 2Q 2021)Second quarter 2022 results: EPS: €5.96 (up from €1.90 in 2Q 2021). Revenue: €16.0b (up 121% from 2Q 2021). Net income: €1.95b (up 213% from 2Q 2021). Profit margin: 12% (up from 8.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 14% compared to a 34% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 03Upcoming dividend of €2.30 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (4.9%). In line with average of industry peers (4.4%).Reported Earnings • May 05First quarter 2022 earnings released: EPS: €1.67 (vs €2.00 in 1Q 2021)First quarter 2022 results: EPS: €1.67 (down from €2.00 in 1Q 2021). Revenue: €16.1b (up 151% from 1Q 2021). Net income: €563.0m (down 14% from 1Q 2021). Profit margin: 3.5% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 34% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €6.40 (up from €3.85 in FY 2020). Revenue: €37.1b (up 124% from FY 2020). Net income: €2.19b (up 74% from FY 2020). Profit margin: 5.9% (down from 7.6% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 19%. Over the next year, revenue is forecast to grow 3.3%, compared to a 32% growth forecast for the oil industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €46.54, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 17% over the past three years.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.85 (vs €1.49 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €8.80b (up 138% from 3Q 2020). Net income: €304.0m (up €791.0m from 3Q 2020). Profit margin: 3.5% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €1.90 (vs €0.07 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €7.59b (up 142% from 2Q 2020). Net income: €647.0m (up €624.0m from 2Q 2020). Profit margin: 8.5% (up from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 03Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 11 June 2021. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (3.1%).Reported Earnings • May 02First quarter 2021 earnings released: EPS €2.00 (vs €0.49 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €6.78b (up 43% from 1Q 2020). Net income: €679.0m (up €838.0m from 1Q 2020). Profit margin: 10.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Executive Departure • Apr 10Chief Downstream Operations Officer & Member of the Executive Board has left the companyOn the 1st of April, Thomas Gangl's tenure as Chief Downstream Operations Officer & Member of the Executive Board ended after 1.8 years in the role. As of December 2020, Thomas personally held 12.53k shares (€416k worth at the time). Thomas is the only executive to leave the company over the last 12 months.Reported Earnings • Mar 28Full year 2020 earnings released: EPS €3.85 (vs €5.14 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: €16.6b (down 30% from FY 2019). Net income: €1.26b (down 25% from FY 2019). Profit margin: 7.6% (up from 7.2% in FY 2019). Oil reserves and sales price Proven reserves: 679.6 MMbbls Average sales price/bbl (hedged): US$31.04 Gas reserves and sales price Proven reserves: 3838.4 Bcf Average sales price/mcf (hedged): US$2.55 Combined production and costs Oil equivalent production: 169.4 MMboe (177.9 MMboe in FY 2019) Average production cost/Boe: US$5.38 (US$5.89/Boe in FY 2019) Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Is New 90 Day High Low • Feb 18New 90-day high: €38.34The company is up 36% from its price of €28.16 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.79 per share.Reported Earnings • Feb 07Full year 2020 earnings released: EPS €3.85 (vs €5.14 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €17.8b (down 24% from FY 2019). Net income: €1.26b (down 25% from FY 2019). Profit margin: 7.1% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Oil reserves and sales price Proven reserves: 1337 MMbbls Average sales price/bbl (hedged): US$31.04 Gas sales price Average sales price/mcf (hedged): US$2.55 Combined production and costs Oil equivalent production: 166.7 MMboe (177.9 MMboe in FY 2019) Average production cost/Boe: US$5.38 (US$5.89/Boe in FY 2019) Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 22%, compared to a 50% growth forecast for the Oil and Gas industry in the United Kingdom.Is New 90 Day High Low • Jan 20New 90-day high: €37.66The company is up 75% from its price of €21.58 on 22 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €78.80 per share.Is New 90 Day High Low • Jan 05New 90-day high: €34.50The company is up 51% from its price of €22.84 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €82.43 per share.Is New 90 Day High Low • Dec 04New 90-day high: €31.64The company is up 17% from its price of €26.96 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €78.96 per share.お知らせ • Sep 22OMV AG agreed to sell its 25.1% stake in Rompetrol Group NV to the Rompetrol Senior Managers, Mr. Dinu Patriciu and Mr. Philip Stephenson.OMV AG agreed to sell its 25.1% stake in Rompetrol Group NV to the Rompetrol Senior Managers, Mr. Dinu Patriciu and Mr. Philip Stephenson on October 15, 2004. The management already owns 74.9% of Rompetrol Group. No financial details were disclosed. The transaction takes effect only if OMV successfully closes the 51% acquisition in Petrom and certain other conditions are met.株主還元OMVVGB Oil and GasGB 市場7D0%-3.9%1.8%1Y32.0%38.2%19.0%株主還元を見る業界別リターン: OMVV過去 1 年間で38.2 % の収益を上げたUK Oil and Gas業界を下回りました。リターン対市場: OMVV過去 1 年間で19 % の収益を上げたUK市場を上回りました。価格変動Is OMVV's price volatile compared to industry and market?OMVV volatilityOMVV Average Weekly Movementn/aOil and Gas Industry Average Movement8.5%Market Average Movement5.8%10% most volatile stocks in GB Market12.1%10% least volatile stocks in GB Market3.1%安定した株価: OMVVの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のOMVVのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト195616,056Alfred Sternwww.omv.comOMV Aktiengesellschaftは、オーストリア、ベルギー、ドイツ、ニュージーランド、ノルウェー、ルーマニア、アラブ首長国連邦、その他の中東欧地域、その他の欧州地域、および国際的な石油・ガス・化学品会社として事業を展開している。化学部門、燃料・原料部門、エネルギー部門を通じて事業を展開している。同社は高度で循環型のポリオレフィン・ソリューションとベースケミカルを提供し、プラスチックのリサイクルにも取り組んでいる。また、原油やその他の原料の精製・販売、精製所、充填所、ガス貯蔵施設、ガス火力発電所の運営も行っている。さらに、原油、天然ガス液、天然ガスの探鉱・開発・生産、地熱プロジェクトなどのエネルギー源開発、炭素回収・貯留、供給・再生可能電力ソリューション、天然ガスの販売・取引・物流にも従事している。同社は1956年に設立され、オーストリアのウィーンに本社を置いている。もっと見るOMV Aktiengesellschaft 基礎のまとめOMV の収益と売上を時価総額と比較するとどうか。OMVV 基礎統計学時価総額€20.47b収益（TTM）€1.06b売上高(TTM)€23.38b19.4xPER（株価収益率0.9xP/SレシオOMVV 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OMVV 損益計算書（TTM）収益€23.38b売上原価€15.84b売上総利益€7.54bその他の費用€6.49b収益€1.06b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益（EPS）3.24グロス・マージン32.27%純利益率4.52%有利子負債／自己資本比率31.9%OMVV 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7.0%現在の配当利回り97%配当性向OMVV 配当は確実ですか？OMVV 配当履歴とベンチマークを見るOMVV 、いつまでに購入すれば配当金を受け取れますか？OMV 配当日配当落ち日Jun 08 2026配当支払日Jun 11 2026配当落ちまでの日数11 days配当支払日までの日数14 daysOMVV 配当は確実ですか？OMVV 配当履歴とベンチマークを見る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2026/05/27 18:28終値2026/05/20 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や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OMV Aktiengesellschaft 15 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。38 アナリスト機関Alejandro VigilBanco SantanderLucy HaskinsBarclaysRamchandra KamathBarclays35 その他のアナリストを表示
Declared Dividend • May 20Dividend of €4.40 announcedShareholders will receive a dividend of €4.40. Ex-date: 8th June 2026 Payment date: 11th June 2026 Dividend yield will be 7.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 16% 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 8.3% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 23+ 1 more updateOMV Aktiengesellschaft Appoints Emma Delaney as CEO, Effective September 1, 2026OMV Aktiengesellschaft announced that its Supervisory Board appointed Emma Delaney as CEO of the company. Emma Delaney has accepted the appointment. She will assume the position with effect from September 1, 2026 for a three-year period with an extension possibility for further two years subject to mutual consent.
お知らせ • Dec 09OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026.
お知らせ • Oct 24+ 4 more updatesOMV Aktiengesellschaft to Report Q2, 2026 Results on Jul 31, 2026OMV Aktiengesellschaft announced that they will report Q2, 2026 results at 7:00 AM, Central European Standard Time on Jul 31, 2026
お知らせ • May 30PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million.PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million on May 30, 2025. The total cash consideration is $594 million, net of a transaction fee of $100 million. PJSC LUKOIL (MISX:LKOH) completed the acquisition of an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) on May 30, 2025.
お知らせ • Feb 03ADNOC Aims to Buy Nova Chemicals, Roll Into Deal With OMVAbu Dhabi National Oil Company and energy producer OMV Aktiengesellschaft (WBAG:OMV) are considering buying Canada’s NOVA Chemicals Corporation and rolling it into an industry giant they’re seeking to create by merging two companies in which they have cross shareholdings. The government-owned company in the United Arab Emirates and the Austrian energy producer are in “constructive and positive” talks about a merger of two chemical units in which they’re both partners, ADNOC said in a statement on February 1, 2025. The deal would create a chemical producer potentially valued at more than $30 billion.
Declared Dividend • May 20Dividend of €4.40 announcedShareholders will receive a dividend of €4.40. Ex-date: 8th June 2026 Payment date: 11th June 2026 Dividend yield will be 7.0%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 16% 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 8.3% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 23+ 1 more updateOMV Aktiengesellschaft Appoints Emma Delaney as CEO, Effective September 1, 2026OMV Aktiengesellschaft announced that its Supervisory Board appointed Emma Delaney as CEO of the company. Emma Delaney has accepted the appointment. She will assume the position with effect from September 1, 2026 for a three-year period with an extension possibility for further two years subject to mutual consent.
お知らせ • Dec 09OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026OMV Aktiengesellschaft, Annual General Meeting, May 27, 2026.
お知らせ • Oct 24+ 4 more updatesOMV Aktiengesellschaft to Report Q2, 2026 Results on Jul 31, 2026OMV Aktiengesellschaft announced that they will report Q2, 2026 results at 7:00 AM, Central European Standard Time on Jul 31, 2026
お知らせ • May 30PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million.PJSC LUKOIL (MISX:LKOH) acquired an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) for approximately $490 million on May 30, 2025. The total cash consideration is $594 million, net of a transaction fee of $100 million. PJSC LUKOIL (MISX:LKOH) completed the acquisition of an additional 5% stake in Ghasha gas concession from OMV Aktiengesellschaft (WBAG:OMV) on May 30, 2025.
お知らせ • Feb 03ADNOC Aims to Buy Nova Chemicals, Roll Into Deal With OMVAbu Dhabi National Oil Company and energy producer OMV Aktiengesellschaft (WBAG:OMV) are considering buying Canada’s NOVA Chemicals Corporation and rolling it into an industry giant they’re seeking to create by merging two companies in which they have cross shareholdings. The government-owned company in the United Arab Emirates and the Austrian energy producer are in “constructive and positive” talks about a merger of two chemical units in which they’re both partners, ADNOC said in a statement on February 1, 2025. The deal would create a chemical producer potentially valued at more than $30 billion.
お知らせ • Jan 27OMV Aktiengesellschaft, Annual General Meeting, May 27, 2025OMV Aktiengesellschaft, Annual General Meeting, May 27, 2025.
お知らせ • Dec 11TotalEnergies SE (ENXTPA:TTE) acquired the 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million.TotalEnergies SE (ENXTPA:TTE) has signed an agreement to acquire 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million on January 31, 2024. Under the terms of agreement, TotalEnergies is paying cash consideration of $903 million, this amount includes the full repayment of the outstanding $350 million shareholder loan granted by OMV to SapuraOMV as well as net working capital and other elements with the consideration being subject to closing adjustments (Economic Effective Date December 31, 2022). The remaining 50 percent interest is held by SapuraEnergy. The implementation of the transaction is, inter alia, subject to certain partner consents as well as governmental and regulatory approvals and closing is expected by the end of first half of 2024. J.P. Morgan acted as financial advisor to OMV. Michael Burns, Tim Gummer, Mark Spinney, Neil Cuninghame, Ruth Buchanan and Jessica Davies of Ashurst acted as legal advisor to OMV Aktiengesellschaft. Marc Petitier, Jérémie Marthan, Estelle Philippi and Valérie Ménard of White & Case LLP (Paris), Margot Berry, Laetitia Souesme and Mukund Dhar of White & Case LLP, Francisco de Rosenzweig and Roman Gonzalez of White & Case, S.C. and MeloMegan Irons, Lucy Raffel, Aileen Fitzmaurice, Alistair Leung, Olivia Yan, Tom Carberry and Fiona Blanch of White & Case LLP acted as legal advisor to TotalEnergies. TotalEnergies SE (ENXTPA:TTE) completed the acquisition of 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) on December 10, 2024.
お知らせ • Oct 28+ 3 more updatesOMV Aktiengesellschaft to Report Q1, 2025 Results on Apr 30, 2025OMV Aktiengesellschaft announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Oct 25OMV Aktiengesellschaft to Report Fiscal Year 2024 Results on Feb 04, 2025OMV Aktiengesellschaft announced that they will report fiscal year 2024 results at 7:00 AM, Central European Standard Time on Feb 04, 2025
Declared Dividend • Mar 28Dividend of €5.05 announcedShareholders will receive a dividend of €5.05. Ex-date: 5th June 2024 Payment date: 10th June 2024 Dividend yield will be 12%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01Abu Dhabi National Oil Company acquired 24.9 % stake in OMV Aktiengesellschaft (WBAG:OMV) from Mubadala Petroleum And Petrochemicals Holding Company LLC.Abu Dhabi National Oil Company entered into an agreement to acquire a 24.9 % stake in OMV Aktiengesellschaft (WBAG:OMV) from Mubadala Petroleum And Petrochemicals Holding Company LLC on December 21, 2022. The completion is subject to closing conditions and other regulatory consents and approvals. As of July 12, 2023, the European Commission approved the transaction. As of August 16, 2023, Competition Tribunal of South Africa has approved the transaction without conditions. Citigroup Inc. (NYSE:C) acted as a financial advisor to Abu Dhabi National Oil Company.Abu Dhabi National Oil Company completed the acquisition of 24.9 % stake in OMV Aktiengesellschaft (WBAG:OMV) from Mubadala Petroleum And Petrochemicals Holding Company LLC on February 29, 2024.
お知らせ • Feb 01TotalEnergies SE (ENXTPA:TTE) has signed an agreement to acquire 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million.TotalEnergies SE (ENXTPA:TTE) has signed an agreement to acquire 50% stake in SapuraOMV Upstream Sdn. Bhd. from OMV Aktiengesellschaft (WBAG:OMV) for approximately $900 million on January 31, 2024. Under the terms of agreement, TotalEnergies is paying cash consideration of $903 million, this amount includes the full repayment of the outstanding $350 million shareholder loan granted by OMV to SapuraOMV as well as net working capital and other elements with the consideration being subject to closing adjustments (Economic Effective Date December 31, 2022). The remaining 50 percent interest is held by SapuraEnergy. The implementation of the transaction is, inter alia, subject to certain partner consents as well as governmental and regulatory approvals and closing is expected by the end of first half of 2024.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: €1.45 (vs €2.55 in 3Q 2022)Third quarter 2023 results: EPS: €1.45 (down from €2.55 in 3Q 2022). Revenue: €9.74b (down 42% from 3Q 2022). Net income: €492.0m (down 41% from 3Q 2022). Profit margin: 5.0% (in line with 3Q 2022). Revenue is expected to fall by 12% p.a. on average during the next 3 years compared to a 2.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
お知らせ • Oct 26+ 5 more updatesOMV Aktiengesellschaft, Annual General Meeting, May 28, 2024OMV Aktiengesellschaft, Annual General Meeting, May 28, 2024, at 10:00 Central European Standard Time. Location: REED MESSE WIEN GmbH, Messeplatz 1, 1020 Vienna Austria
お知らせ • Jul 15OMV to Enter Talks with ADNOC to Create $20 Billion Chemicals GiantOMV Aktiengesellschaft (WBAG:OMV) said on July 14, 2023 said it will enter negotiations with Abu Dhabi National Oil Co (ADNOC) to potentially create a chemicals giant via the combination of two entities in which both companies own stakes. The deal, if realised, would include a merger of petrochemicals group Borealis AG which is owned by OMV and ADNOC in a 75:25 split -- and Borouge plc (ADX:BOROUGE), which is 54:36 owned by ADNOC and Borealis. OMV said such a tie-up would result in both Borealis and Borouge becoming "equal partners under a jointly controlled, listed platform for potential growth acquisitions to create a global polyolefin company". A potential tie-up between the both petrochemicals companies, which was first reported last week, would create a global heavyweight with combined annual sales of more than $20 billion. OMV said any transaction depended on a number of criteria, including the valuation of both businesses as well as the approval of the Austrian group's management and supervisory boards and antitrust authorities.
お知らせ • Jul 06Adnoc, OMV Reportedly Explore USD 30 Billion Merger of Borealis, BorougeOMV Aktiengesellschaft (WBAG:OMV) are exploring a combination of Borouge plc (ADX:BOROUGE) and Borealis AG to create a chemicals and plastics company worth more than $30 billion, people familiar with the matter said. The owners are discussing the potential valuation and ownership structure of a combined entity and may reach the broad outlines for formal merger negotiations in the coming weeks, according to the people. Talks have been on-and-off for several months and could still be delayed or fall apart, they said, asking not to be identified because deliberations are private. Borealis is 75% owned by OMV, with the remainder held by Abu Dhabi National Oil Co. Abu Dhabi-listed Borouge is itself a partnership between Adnoc and Borealis and has a market value of about $22 billion. The two parties are discussing a possible valuation of about $10 billion for Borealis, including its Borouge stake, the people said. After taking into account potential synergies, the overall valuation of the combined entity could exceed $30 billion, the people said. The exact value and ownership structure remain the two key hurdles for any agreement and may still change, they said. The Austrian side would also prefer to have the headquarters in Europe, where most of the operations are, even if the combined entity was listed in Abu Dhabi, the people said. Representatives for Adnoc and OMV declined to comment. Spokespeople for Borealis and Borouge referred queries to their owners. The Abu Dhabi firm is continuing its pursuit of a potential Covestro takeover and has been studying its next steps, according to people with knowledge of the matter. Adnoc is likely to decide as soon as the next couple weeks whether to increase its offer for Covestro, the people said. A spokesperson for Covestro declined to comment.
お知らせ • Jun 03ORLEN Deutschland GmbH acquired 17 Automated Service Stations in Germany from OMV Aktiengesellschaft (WBAG:OMV).ORLEN Deutschland GmbH acquired 17 Automated Service Stations in Germany from OMV Aktiengesellschaft (WBAG:OMV) on June 1, 2023.ORLEN Deutschland GmbH completed the acquisition of 17 Automated Service Stations in Germany from OMV Aktiengesellschaft (WBAG:OMV) on June 1, 2023.
Upcoming Dividend • May 30Upcoming dividend of €5.05 per share at 6.4% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 12 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of British dividend payers (5.9%). In line with average of industry peers (6.3%).
Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Net income: €3.63b (up 74% from FY 2021). Oil reserves and sales price Proven reserves: 621 MMbbls Average sales price/bbl (hedged): US$88.93 Gas reserves and sales price Proven reserves: 2408.8 Bcf Average sales price/mcf (hedged): US$4.98 Combined production and costs Oil equivalent production: 143 MMboe (177.5 MMboe in FY 2021) Average production cost/Boe: US$7.67 (US$5.86/Boe in FY 2021) Revenue is expected to fall by 10% p.a. on average during the next 3 years compared to a 3.7% decline forecast for the Oil and Gas industry in the United Kingdom.
Reported Earnings • Feb 07Full year 2022 earnings released: EPS: €11.12 (vs €6.40 in FY 2021)Full year 2022 results: EPS: €11.12 (up from €6.40 in FY 2021). Revenue: €64.8b (up 82% from FY 2021). Net income: €3.71b (up 77% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 24% p.a. on average during the next 3 years compared to a 4.8% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: €2.55 (vs €0.85 in 3Q 2021)Third quarter 2022 results: EPS: €2.55 (up from €0.85 in 3Q 2021). Revenue: €17.6b (up 107% from 3Q 2021). Net income: €851.0m (up 205% from 3Q 2021). Profit margin: 4.8% (up from 3.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 19% p.a. on average during the next 3 years compared to a 4.5% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28+ 3 more updatesOMV Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 24, 2023OMV Aktiengesellschaft announced that they will report fiscal year 2022 results on Mar 24, 2023
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €5.96 (vs €1.90 in 2Q 2021)Second quarter 2022 results: EPS: €5.96 (up from €1.90 in 2Q 2021). Revenue: €16.0b (up 121% from 2Q 2021). Net income: €1.95b (up 213% from 2Q 2021). Profit margin: 12% (up from 8.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 14% compared to a 34% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 03Upcoming dividend of €2.30 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (4.9%). In line with average of industry peers (4.4%).
Reported Earnings • May 05First quarter 2022 earnings released: EPS: €1.67 (vs €2.00 in 1Q 2021)First quarter 2022 results: EPS: €1.67 (down from €2.00 in 1Q 2021). Revenue: €16.1b (up 151% from 1Q 2021). Net income: €563.0m (down 14% from 1Q 2021). Profit margin: 3.5% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 34% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €6.40 (up from €3.85 in FY 2020). Revenue: €37.1b (up 124% from FY 2020). Net income: €2.19b (up 74% from FY 2020). Profit margin: 5.9% (down from 7.6% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 19%. Over the next year, revenue is forecast to grow 3.3%, compared to a 32% growth forecast for the oil industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €46.54, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.85 (vs €1.49 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €8.80b (up 138% from 3Q 2020). Net income: €304.0m (up €791.0m from 3Q 2020). Profit margin: 3.5% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.
Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.
Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.
Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.
Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.
Executive Departure • Sep 03Chairman of Executive Board & CEO Rainer Seele has left the companyDuring their tenure, earnings grew by 49% annually compared to the industry average of 17%. On the 31st of August, Rainer Seele left the company after 6.2 in the role. As of June 2021, Rainer still personally held 99.31k shares (€2.9m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years. Under Rainer's leadership, the company delivered a total shareholder return of 158%.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €1.90 (vs €0.07 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €7.59b (up 142% from 2Q 2020). Net income: €647.0m (up €624.0m from 2Q 2020). Profit margin: 8.5% (up from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 03Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 09 June 2021. Payment date: 11 June 2021. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (3.1%).
Reported Earnings • May 02First quarter 2021 earnings released: EPS €2.00 (vs €0.49 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €6.78b (up 43% from 1Q 2020). Net income: €679.0m (up €838.0m from 1Q 2020). Profit margin: 10.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Executive Departure • Apr 10Chief Downstream Operations Officer & Member of the Executive Board has left the companyOn the 1st of April, Thomas Gangl's tenure as Chief Downstream Operations Officer & Member of the Executive Board ended after 1.8 years in the role. As of December 2020, Thomas personally held 12.53k shares (€416k worth at the time). Thomas is the only executive to leave the company over the last 12 months.
Reported Earnings • Mar 28Full year 2020 earnings released: EPS €3.85 (vs €5.14 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: €16.6b (down 30% from FY 2019). Net income: €1.26b (down 25% from FY 2019). Profit margin: 7.6% (up from 7.2% in FY 2019). Oil reserves and sales price Proven reserves: 679.6 MMbbls Average sales price/bbl (hedged): US$31.04 Gas reserves and sales price Proven reserves: 3838.4 Bcf Average sales price/mcf (hedged): US$2.55 Combined production and costs Oil equivalent production: 169.4 MMboe (177.9 MMboe in FY 2019) Average production cost/Boe: US$5.38 (US$5.89/Boe in FY 2019) Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Is New 90 Day High Low • Feb 18New 90-day high: €38.34The company is up 36% from its price of €28.16 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.79 per share.
Reported Earnings • Feb 07Full year 2020 earnings released: EPS €3.85 (vs €5.14 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €17.8b (down 24% from FY 2019). Net income: €1.26b (down 25% from FY 2019). Profit margin: 7.1% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Oil reserves and sales price Proven reserves: 1337 MMbbls Average sales price/bbl (hedged): US$31.04 Gas sales price Average sales price/mcf (hedged): US$2.55 Combined production and costs Oil equivalent production: 166.7 MMboe (177.9 MMboe in FY 2019) Average production cost/Boe: US$5.38 (US$5.89/Boe in FY 2019) Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 22%, compared to a 50% growth forecast for the Oil and Gas industry in the United Kingdom.
Is New 90 Day High Low • Jan 20New 90-day high: €37.66The company is up 75% from its price of €21.58 on 22 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €78.80 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €34.50The company is up 51% from its price of €22.84 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €82.43 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €31.64The company is up 17% from its price of €26.96 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €78.96 per share.
お知らせ • Sep 22OMV AG agreed to sell its 25.1% stake in Rompetrol Group NV to the Rompetrol Senior Managers, Mr. Dinu Patriciu and Mr. Philip Stephenson.OMV AG agreed to sell its 25.1% stake in Rompetrol Group NV to the Rompetrol Senior Managers, Mr. Dinu Patriciu and Mr. Philip Stephenson on October 15, 2004. The management already owns 74.9% of Rompetrol Group. No financial details were disclosed. The transaction takes effect only if OMV successfully closes the 51% acquisition in Petrom and certain other conditions are met.
