View ValuationBP 将来の成長Future 基準チェック /16BPの収益は年間0.1%で減少すると予測されていますが、年間利益は年間10.3%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に15.4% 11.8%なると予測されています。主要情報10.3%収益成長率11.84%EPS成長率Oil and Gas 収益成長6.7%収益成長率-0.1%将来の株主資本利益率15.36%アナリストカバレッジGood最終更新日26 May 2026今後の成長に関する最新情報お知らせ • Apr 15BP P.L.C. Updates Production Guidance for the First Quarter of 2026BP p.l.c. updated production guidance for the first quarter of 2026 . For the quarter, the company reported upstream production in the first quarter is expected to be broadly flat compared to the fourth quarter 2025 (2,344 mboe/d). Within this, gas & low carbon energy is expected to be slightly higher compared to the fourth quarter 2025 (788 mboe/d). Oil production & operations is expected to be slightly lower compared to the fourth quarter 2025 (1,555 mboe/d) including price impacts on PSA and TSC entitlement volumes.Major Estimate Revision • Apr 14Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.693 to US$0.775. Revenue forecast steady at US$214.1b. Net income forecast to grow 20,210% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.58 to UK£5.83. Share price fell 5.4% to UK£5.65 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$196.6b to US$212.8b. EPS estimate increased from US$0.557 to US$0.692 per share. Net income forecast to grow 17,903% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.30 to UK£5.69. Share price was steady at UK£5.91 over the past week.Major Estimate Revision • Mar 30Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$178.7b to US$196.6b. EPS estimate unchanged from US$0.56 at last update. Oil and Gas industry in the United Kingdom expected to see average net income growth of 43% next year. Consensus price target up from UK£5.12 to UK£5.32. Share price rose 12% to UK£6.02 over the past week.Major Estimate Revision • Mar 18Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.457 to US$0.529. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.97. Share price rose 8.1% to UK£5.56 over the past week.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.44 to US$0.496. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.99. Share price rose 7.1% to UK£5.34 over the past week.すべての更新を表示Recent updatesお知らせ • May 26Bp P.L.C. Announces Board Changes, with Effect from 26 May 2026BP p.l.c. announced that it has decided that Albert Manifold should no longer serve as Chair and Director with immediate effect. This follows serious concerns raised to the Board related to important governance standards, oversight and conduct. The Board has appointed Ian Tyler as Interim Chair with immediate effect. A succession process for a permanent Chair will be initiated.お知らせ • May 24BP p.l.c. Reportedly Evaluates Potential Sale of Natural Gas Assets in EgyptBP p.l.c. (LSE:BP.) is reportedly evaluating a potential sale of some of its natural gas assets in Egypt as part of a broader portfolio review under new chief executive Meg O'Neill. As of May 18, 2026, four people familiar with the matter said no final decision has been made regarding a divestiture, and the process remains at an early stage. The West Nile Delta project comprises five gas fields located in the North Alexandria and West Mediterranean Deepwater offshore blocks and has been central to BP's footprint in the country. A sale of these assets could alter BP's strategic positioning in a key market and affect investors watching the company's portfolio choices.ライブニュース • May 23BP Advances Gulf Oil Output and Expands Indonesia Presence While Addressing Whiting Refinery Labor DisputeBP and ExxonMobil approved a subsea pump project at the Thunder Horse platform in the US Gulf of Mexico, targeting first oil in 2028 and designed to support an additional 15,000 barrels of oil equivalent per day at peak output. BP signed three new Production Sharing Contracts in Indonesia, expanding its participation there to 11 oil and gas blocks, including exploration areas near its Tangguh LNG facilities and a stake in the INPEX-operated Barong block. BP resumed labor negotiations with United Steelworkers Local 7-1 over the ongoing lockout at the 440,000 barrels per day Whiting, Indiana refinery, offering a revised package that includes an average 13% pay rise over four years and a one-time lump sum payment, though key disputes remain unresolved. These updates point to BP committing capital to long-life offshore and LNG-linked projects while also dealing with operational and labor complexity at a major US refinery. You should watch how BP balances the capital spend on growth projects with potential costs, timing risks and any prolonged disruption or concessions that may emerge from the Whiting labor dispute.Recent Insider Transactions • May 22Deputy Chief Executive Officer recently sold UK£2.0m worth of stockOn the 18th of May, Carol-Lee Howle sold around 350k shares on-market at roughly UK£5.59 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£3.1m more than they bought in the last 12 months.お知らせ • May 20Bp Introduces New Bp Rewards Visa Card with Enhanced Fuel Savings and RewardsBp is offering new bp rewards Visa cardmembers 50¢ off per gallon at bp and Amoco stations for the first 60 days, and 15¢ off per gallon after that. Introductory offer is for new accounts opened by September 30, 2026. The card has no annual fee and offers unlimited rewards potential with no cap on spending categories. All bp rewards Visa cardmembers will also see a wider range of redemption options. This summer, bp is offering new bp rewards Visa cardmembers a limited time introductory offer of 50 cents off every gallon of fuel at bp and Amoco stations for the first 60 days. For a new cardmember who fills up their 15-gallon tank once a week, that equals more than $60 of savings in just two months. This limited time offer is available to new bp rewards Visa cardmembers who apply by September 30, 2026. The bp rewards Visa, recognized as one of 2025’s Best Gas Credit Cards by WalletHub, is issued by First National Bank of Omaha (FNBO) and can be used anywhere Visa is accepted. Cardmembers have several options to redeem their credit card rewards including cash back, bp Amoco gift cards, account statement credit, and gift cards from major retailers. The bp rewards Visa card offers unlimited rewards potential with no cap on spending categories and earns cash back on non-fuel purchases. The card provides access to a range of rewards: 5x points on non-fuel purchases at bp and Amoco stations (including convenience store and car wash purchases), 3x points on grocery purchases, 3x points on dining purchases (including restaurants, take-out, and food delivery services), 1x point on all other qualifying purchases. Must apply here for this offer by September 30, 2026. Offers vary elsewhere. Offer is for new accounts only. See the Rewards Terms and Conditions for details, including earning, redemption, expiration, and forfeiture (subject to applicable law). Valid at participating bp and Amoco stations. Restrictions may apply. For additional information about Annual Percentage Rates (APRs), fees and other costs, see the Summary of Credit Terms. $60 in savings is based on a 50-cent per gallon discount, assuming a 15-gallon fill-up once per week for 8 weeks. Cards are issued by First National Bank of Omaha (FNBO), pursuant to a license from Visa U.S.A. Inc. Visa and Visa Signature are registered trademarks of Visa International Service Association and used under license.新しいナラティブ • May 14BP: The Pragmatic Pivot Back to High-Margin Hydrocarbons and Strategic Capital Discipline in a Volatile 2026 Energy MarketBP plc (BP), one of the world's premier supermajor integrated oil and gas enterprises, is navigating a high-stakes structural upcycle. The organization has successfully calibrated its "Performing while Transforming" framework, balancing robust deepwater hydrocarbon extraction with highly disciplined carbon-mitigation scaling.お知らせ • May 04BP Reportedly Considers Potential Exit from UK North SeaBP p.l.c. (LSE:BP.) is considering potentially exiting part or all of its operations in the UK North Sea, Bloomberg News reported, citing people familiar with the matter, as the energy major seeks to cut debt amid a pivot back to oil and gas. The company is conducting an internal review of its upstream operations in the UK, which could fetch about GBP 2,000 million ($2.72 billion) in a full divestment, according to the report. BP did not immediately respond to a Reuters request for comment. Carol Howle, BP's deputy CEO, is overseeing the energy giant's ongoing portfolio review and strategy development. Last year, the company sold its stake in some of the North Sea assets to Serica Energy in a $232 million deal.ナラティブの更新 • May 03BP.: Future Returns Will Balance Middle East Supply Risks And Portfolio ReshapingBP's analyst price target has shifted slightly higher to reflect a modestly higher fair value estimate of £6.19 and a revised future P/E assumption of about 15.5x, as analysts factor in recent upgrades, higher Street targets and updated commodity price forecasts. Analyst Commentary Recent Street research on BP has been active, with a series of price target revisions and rating changes that feed directly into how investors might think about valuation, execution risks and growth expectations.Board Change • Apr 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO & Director Meg O’Neill was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 28First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.25 (up from US$0.044 in 1Q 2025). Revenue: US$51.8b (up 12% from 1Q 2025). Net income: US$3.84b (up 459% from 1Q 2025). Profit margin: 7.4% (up from 1.5% in 1Q 2025). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 47%. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.お知らせ • Apr 20Legal & General Investment Management Will Vote Against The Re-Election Of Chairman ManifoldOn April 19, 2026, Legal & General Investment Management (LGIM) announced that it will vote against the re-election of chairman Manifold and oppose BP's plans to cut back on climate reporting. Further, LGIM stated that Manifold an outsider to the oil and gas industry has only been in the job for less than a year. In addition, Glass Lewis an proxy agent advises shareholder’s to oppose Manifold's re-election.ナラティブの更新 • Apr 19BP.: Future Returns Will Reflect Middle East Supply Risks And Higher Oil PricesAnalysts have lifted their fair value estimate for BP, with the updated price target moving from £5.69 to £6.04. Recent research highlights higher profit margin assumptions, a slightly adjusted discount rate and a modestly lower future P/E multiple, supported by a series of recent upgrades and price target increases across major firms.新しいナラティブ • Apr 17Upstream Reliability And Cost Resets Will Support Stronger Long Term Earnings QualityCatalysts About BP BP is an integrated energy company involved in oil and gas production, refining, trading and lower carbon energy businesses. What are the underlying business or industry changes driving this perspective?お知らせ • Apr 15BP P.L.C. Updates Production Guidance for the First Quarter of 2026BP p.l.c. updated production guidance for the first quarter of 2026 . For the quarter, the company reported upstream production in the first quarter is expected to be broadly flat compared to the fourth quarter 2025 (2,344 mboe/d). Within this, gas & low carbon energy is expected to be slightly higher compared to the fourth quarter 2025 (788 mboe/d). Oil production & operations is expected to be slightly lower compared to the fourth quarter 2025 (1,555 mboe/d) including price impacts on PSA and TSC entitlement volumes.Major Estimate Revision • Apr 14Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.693 to US$0.775. Revenue forecast steady at US$214.1b. Net income forecast to grow 20,210% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.58 to UK£5.83. Share price fell 5.4% to UK£5.65 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$196.6b to US$212.8b. EPS estimate increased from US$0.557 to US$0.692 per share. Net income forecast to grow 17,903% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.30 to UK£5.69. Share price was steady at UK£5.91 over the past week.ナラティブの更新 • Apr 04BP.: Future Returns Will Reflect Middle East Supply Risks And Mixed Oil OutlookAnalysts have lifted their average price target on BP by £0.58, citing updated views on fair value, revenue growth assumptions, discount rates and future P/E levels, as reflected in a series of recent target raises and rating changes across major banks. Analyst Commentary Recent research on BP shows a mix of optimism and caution, with price targets adjusted in both directions and several rating changes across major banks.Major Estimate Revision • Mar 30Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$178.7b to US$196.6b. EPS estimate unchanged from US$0.56 at last update. Oil and Gas industry in the United Kingdom expected to see average net income growth of 43% next year. Consensus price target up from UK£5.12 to UK£5.32. Share price rose 12% to UK£6.02 over the past week.ナラティブの更新 • Mar 21BP.: Future Returns Will Depend On Elevated Middle East Oil Supply RisksNarrative Update The analyst price target for BP has been raised by £0.22. Analysts point to higher oil and gas price assumptions, tighter projected crude balances, and stronger valuation support for integrated energy majors as the key drivers of their updated view.Major Estimate Revision • Mar 18Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.457 to US$0.529. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.97. Share price rose 8.1% to UK£5.56 over the past week.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.44 to US$0.496. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.99. Share price rose 7.1% to UK£5.34 over the past week.ナラティブの更新 • Mar 06BP.: Future Returns Will Reflect Mixed Oil Cycle Risks And CEO TransitionOur updated view lifts BP's fair value estimate slightly, supported by a higher blended analyst price target moving toward the £5.20 to £5.40 range as several firms cite valuation support for integrated oil names despite a mix of recent upgrades, downgrades, and target tweaks. Analyst Commentary Recent Street research on BP shows a split view, with some major firms lifting targets and others turning more cautious as they reassess risks around commodities, capital allocation, and leadership changes.お知らせ • Mar 06BP p.l.c. Announces Directorate Retirements, Effective April 23, 2026BP p.l.c. announced that after nine years' service as a non-executive director, Melody Meyer will be retiring from the board at the conclusion of the 2026 annual general meeting (AGM) of the Company on April 23, 2026. Karen Richardson and Simon Henry, both non-executive directors, have also advised the board that they will not be seeking election or re-election by shareholders at the AGM. They will therefore step down from the board at the conclusion of the AGM.ナラティブの更新 • Feb 19BP.: Future Returns Will Reflect Portfolio Sales Refining Strength And CEO TransitionAnalysts have trimmed their average price target on BP by £0.10, citing more cautious revenue growth assumptions, a slightly higher discount rate, and continued sector wide downgrades that have only been partially offset by firmer margin expectations. Analyst Commentary Recent Street research on BP points to a mixed backdrop, with several downgrades and price target cuts offset by a smaller group of more constructive voices focusing on balance sheet strength and refining exposure.お知らせ • Feb 13+ 2 more updatesBP p.l.c. to Report Q1, 2026 Results on Apr 28, 2026BP p.l.c. announced that they will report Q1, 2026 results at 7:00 AM, Coordinated Universal Time on Apr 28, 2026Declared Dividend • Feb 12Fourth quarter dividend of US$0.083 announcedShareholders will receive a dividend of US$0.083. Ex-date: 19th February 2026 Payment date: 27th March 2026 Dividend yield will be 5.8%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 95x earnings). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 10,472% to bring the payout ratio under control. EPS is expected to grow by 114% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Feb 12MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.).MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026. The ownership of Shafag (jabrayil) Solar Limited following the deal is BP p.l.c. - 40.01%, SOCAR Green - 39.99%, Azerbaijan Business Development Fund (ABDF) - 10% and MVM - 10%. MVM Energetika Zártköruen Muködo Részvénytársaság completed the acquisition of 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026.Reported Earnings • Feb 11Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.003 (down from US$0.024 in FY 2024). Revenue: US$187.6b (flat on FY 2024). Net income: US$54.0m (down 86% from FY 2024). Profit margin: 0% (down from 0.2% in FY 2024). Combined production Oil equivalent production: 830.011 MMboe (846.558 MMboe in FY 2024) Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 99%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.分析記事 • Feb 11Broker Revenue Forecasts For BP p.l.c. (LON:BP.) Are Surging HigherShareholders in BP p.l.c. ( LON:BP. ) may be thrilled to learn that the analysts have just delivered a major upgrade to...お知らせ • Feb 11+ 1 more updateBp P.L.C. Announces Interim Dividend for Fourth Quarter 2025, Payable on March 27, 2026BP p.l.c. announced Interim dividend for fourth quarter 2025, payable on March 27, 2026. For the period, the company reported dividend of 8.320 cents per ordinary share which is expected to be paid to ordinary shareholders and American Depositary Share (ADS) holders on the register on 20 February 2026. The ex-dividend date will be 19 February 2026 for ordinary shareholders and 20 February 2026 for ADS holders. The corresponding amount in sterling is due to be announced on 17 March 2026, calculated based on the average of the market exchange rates over three dealing days between 11 March 2026 and 13 March 2026. Holders of ADSs are expected to receive $0.4992 per ADS (less applicable fees).ナラティブの更新 • Feb 05BP.: Future Returns Will Balance Portfolio Sales Softer Crude And Leadership ChangeAnalysts have trimmed their BP price targets by a few dollars or pence overall, reflecting slightly lower fair value estimates and revenue growth assumptions. This has been partially offset by a small uplift in expected profit margins and future P/E, as firms reassess the company around a softer crude outlook, refining tailwinds, and an upcoming CEO transition.ナラティブの更新 • Jan 22BP.: Future Returns Will Reflect Portfolio Sales Crude Outlook And Leadership ChangeAnalysts have slightly trimmed their blended price target for BP by adjusting revenue growth and margin assumptions and by applying a marginally higher future P/E. This reflects mixed recent research, with some firms cutting targets in light of a bearish crude outlook and the CEO transition, while others have lifted targets based on balance sheet strength and the refreshed company strategy.お知らせ • Jan 21BP p.l.c., Annual General Meeting, Apr 01, 2026BP p.l.c., Annual General Meeting, Apr 01, 2026.Major Estimate Revision • Jan 17Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.405 to US$0.463. Revenue forecast steady at US$186.6b. Net income forecast to grow 333% next year vs 16% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.78. Share price rose 3.4% to UK£4.40 over the past week.お知らせ • Jan 14BP P.L.C. Updates Production Guidance for the Fourth Quarter of 2025BP P.L.C. updated production guidance for the fourth quarter of 2025. For the quarter, Reported upstream production in the fourth quarter is expected to be broadly flat compared to the prior quarter, with production broadly flat in oil production & operations and lower in gas & low carbon energy.ナラティブの更新 • Jan 07BP.: Future Returns Will Reflect Portfolio Reset Divestments And Leadership TransitionAnalysts have trimmed their overall price expectations for BP, reflected in a slightly lower fair value estimate and a modestly higher future P/E assumption. Recent target cuts and rating changes are balancing more upbeat views that reference an unchanged or higher price target across both US$ and £ share lines.ナラティブの更新 • Dec 23BP.: Future Returns Will Reflect Portfolio Streamlining And Ongoing Divestment ExecutionAnalysts have modestly increased their price target on BP, reflecting a slightly higher fair value and improved long term earnings multiple assumptions, supported by recent target hikes to $40 in the U.S. and above 500 GBp in London, as they point to the company’s strategic reset, portfolio simplification, and still attractive valuation. Analyst Commentary Bullish analysts highlight that BP's strategy reset, with a sharper focus on portfolio simplification and divestment of non core assets, is starting to resonate in higher price targets and improved confidence in long term earnings growth.お知らせ • Dec 19Bp P.L.C. Announces Murray Auchincloss Steps Down as Director of the Board, Effective 18 December, 2025BP p.l.c. announced that Murray Auchincloss has decided to step down from his position as director of the Board, effective 18 December. Murray will serve in an advisory role until December 2026 to ensure a smooth transition.お知らせ • Dec 18BP p.l.c Announces CEO ChangesBP p.l.c announced that the bp Board has appointed Meg O’Neill as bp’s next chief executive officer (“CEO”), effective 1 April 2026. Murray Auchincloss has decided to step down from his position as CEO, effective 18 December. Carol Howle, current executive vice president, supply, trading & shipping of bp, will serve as interim CEO until Meg joins as CEO. Murray will serve in an advisory role until December 2026 to ensure a smooth transition. Meg currently serves as CEO of Woodside Energy. Since her appointment as CEO in 2021, Meg O’Neill has grown Woodside Energy into the largest energy company listed on the Australian Securities Exchange. Among her many accomplishments at Woodside Energy, she oversaw the transformative acquisition of BHP Petroleum International, creating a geographically diverse business with a portfolio of high-quality oil and gas assets. Before joining Woodside Energy in 2018, Meg spent 23 years at ExxonMobil in technical, operational and leadership positions around the world. The appointment of Meg O’Neill follows a search process overseen by a search committee of the Board, assisted by an independent recruitment firm, as part of the Board’s long-term succession planning. Meg O’Neill has served as CEO of Woodside Energy since April of 2021, previously serving as Woodside Energy’s Chief Operations Officer, Executive Vice President Development, and Executive Vice President Development and Marketing. Prior to joining Woodside Energy in 2018, Meg spent 23 years with ExxonMobil in a variety of technical, operational and senior leadership roles in Houston, New Orleans, Indonesia, Canada and Norway, as well as regional and global leadership positions. She is Chair of the Australian oil and gas industry peak body, Australian Energy Producers (AEP), and serves on the boards of the Business Council of Australia and the American Petroleum Institute. Carol Howle has served as executive vice president, supply, trading & shipping at bp since July 2020. Prior to that, Carol ran bp shipping and was the chief operating officer for integrated supply and trading, oil. She has more than 20 years’ experience in the energy industry, many in integrated supply and trading. Her previous roles include chief operating officer for natural gas liquids, regional leader of global oil Europe and finance and head of the group chief executive’s office. Carol is a non-executive board member of the Royal Navy and chair of the Navy Audit and Risk Assurance Committee.お知らせ • Dec 12BP p.l.c. Appoints Dave Hager as Member of the Safety and Sustainability Committee, Effective 10 December 2025BP p.l.c. announced that Dave Hager has been appointed as a member of the safety and sustainability committee with effect from 10 December 2025.ナラティブの更新 • Dec 08BP.: Future Returns Will Reflect Portfolio Pruning And Execution Risks Amid Sector UncertaintyWe raise our BP price target modestly, reflecting analysts' series of upward revisions to both U.S. dollar targets toward $40 and U.K. listings toward the 520 to 525 GBp range, supported by a view that BP's strategic reset, portfolio pruning, and persistent valuation discount improve the risk and reward profile for the shares. Analyst Commentary Street research has turned incrementally more constructive on BP, with a series of target price increases in both U.S. dollar and sterling terms reflecting improved confidence in the company’s strategic reset, portfolio actions, and capital return potential.ナラティブの更新 • Nov 24BP.: Shares Will Reflect Reset Strategy And Portfolio Streamlining Amid Sector UncertaintyAnalysts have modestly raised their price targets for BP, with upward revisions to $40 and 525 GBp. This reflects confidence in the company's refreshed strategy and improved risk-reward outlook. Analyst Commentary Recent street research reflects a generally optimistic yet nuanced outlook for BP's shares, with price target increases from several firms.お知らせ • Nov 20BP p.l.c. to Report Q4, 2025 Results on Feb 10, 2026BP p.l.c. announced that they will report Q4, 2025 results at 7:00 AM, Coordinated Universal Time on Feb 10, 2026お知らせ • Nov 13BP Reportedly in Talks with Stonepeak over Castrol SaleBP p.l.c. (LSE:BP.) is negotiating with US investment firm Stonepeak (Stonepeak Partners LP) to sell its Castrol lubricants unit, Reuters reported on November 12, 2025 citing sources. The potential deal could fetch around $8 billion, according to market analysts cited by the news agency. It would match BP's broader goal of achieving $20 billion in divestments. The sale process began earlier this year after BP announced a strategic review of the century-old lubricants business. In September, Stonepeak and private equity firm One Rock allegedly submitted bids, though it remains unclear if other parties are still involved or whether a deal will materialize, according to the people.分析記事 • Nov 11BP's (LON:BP.) Soft Earnings Are Actually Better Than They AppearShareholders appeared unconcerned with BP p.l.c.'s ( LON:BP. ) lackluster earnings report last week. We think that the...ナラティブの更新 • Nov 10BP.: Shares Will Reflect Improved Profit Potential Amid Mixed Sector SentimentAnalysts have raised their price target for BP, increasing fair value estimates by approximately $0.13 per share. They cite improved growth prospects, stronger profitability, and confidence in the company's strategic direction and valuation.Declared Dividend • Nov 06Third quarter dividend of US$0.083 announcedShareholders will receive a dividend of US$0.083. Ex-date: 13th November 2025 Payment date: 19th December 2025 Dividend yield will be 5.8%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (338% earnings payout ratio). However, it is well covered by cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 275% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 05Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.075 (up from US$0.013 in 3Q 2024). Revenue: US$48.4b (up 2.5% from 3Q 2024). Net income: US$1.16b (up 464% from 3Q 2024). Profit margin: 2.4% (up from 0.4% in 3Q 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Nov 05+ 1 more updateBp P.L.C. Provides Production Guidance for the Fourth Quarter and Full Year 2025BP p.l.c. provided production guidance for the fourth quarter and full year 2025. The company expected fourth quarter 2025 reported upstream production to be broadly flat compared with the third quarter 2025. Within this, bp expects reported production from oil production & operations to be slightly higher and production from gas & low carbon energy to be lower. For the year, the company now expected reported upstream production to be slightly lower and underlying upstream production to be broadly flat compared with 2024. Within this, bp expected underlying production from oil production & operations to be higher and production from gas & low carbon energy to be lower.ナラティブの更新 • Oct 27Upstream Discoveries and Capital Returns Will Influence Global Energy Markets AheadAnalysts have modestly increased their price targets for BP, citing improving profit margins and positive sector dynamics. Recent updates reflect a rise from £4.58 to £4.59 and from $36 to $40, according to current street research.お知らせ • Oct 14BP p.l.c. Provides Production Guidance for the Third Quarter and Full Year of 2025BP p.l.c. provided production guidance for the third quarter of 2025. For the quarter, the company expects upstream production in the third quarter is now expected to be higher compared to the prior quarter, with production higher in both oil production & operations, primarily higher gas production in bpx energy, and in gas & low carbon energy. For the year 2025, the company Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.ナラティブの更新 • Oct 13Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsAnalysts have raised BP's price target, with recent updates reflecting an increase from $36 to $40 and from 440 GBp to 460 GBp. This change is attributed to improving execution and the company's potential to close its valuation gap with peers. Analyst Commentary Recent research coverage reflects a wave of optimistic sentiment toward BP, though some analysts maintain a more cautious outlook.ナラティブの更新 • Sep 25Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsAnalysts have raised BP’s price target from £4.44 to £4.51, citing improved earnings, a positive outlook on upstream growth after the Bumerangue Block discovery, and confidence in valuation convergence with peers. Analyst Commentary Bullish analysts cite BP’s attractive valuation relative to European supermajor peers, expecting the valuation gap to narrow.分析記事 • Sep 25BP p.l.c.'s (LON:BP.) Low P/S No Reason For ExcitementBP p.l.c.'s ( LON:BP. ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now compared to the...ナラティブの更新 • Sep 03Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsAnalysts have raised BP’s price target to £4.43, citing its strong recent results, attractive valuation relative to peers, operational improvements, and the positive impact of the Bumerangue Block discovery. Analyst Commentary Bullish analysts highlight BP's relative strength in recent IOC results, supported by its unique mix of growth options, resource depth, and sustainable shareholder returns.Declared Dividend • Aug 07Second quarter dividend of US$0.083 announcedShareholders will receive a dividend of US$0.083. Ex-date: 14th August 2025 Payment date: 19th September 2025 Dividend yield will be 6.3%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is covered by cash flows (60% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 916% to bring the payout ratio under control. EPS is expected to grow by 130% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.分析記事 • Aug 07BP p.l.c. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextLSE:BP. 1 Year Share Price vs Fair Value Explore BP's Fair Values from the Community and select yours BP p.l.c...ナラティブの更新 • Aug 06Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsBuoyed by stronger-than-expected margins and improved outlook for core refining and integrated oil operations, analysts have raised BP’s consensus price target from £4.24 to £5.37. Analyst Commentary Bullish analysts are increasing earnings estimates for BP driven by stronger-than-expected margins, particularly in the most recent quarter.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.10 (up from US$0.008 loss in 2Q 2024). Revenue: US$46.2b (down 1.3% from 2Q 2024). Net income: US$1.63b (up US$1.76b from 2Q 2024). Profit margin: 3.5% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.お知らせ • Aug 04BP PLC Announces Oil and Gas Discovery at the Bumerangue Prospect in the Deepwater Offshore BrazilBP PLC announced an oil and gas discovery at the Bumerangue prospect in the deepwater offshore Brazil. bp drilled exploration well 1-BP-13-SPS at the Bumerangue block, located in the Santos Basin, 404 kilometres (218 nautical miles) from Rio de Janeiro, in a water depth of 2,372 metres. The well was drilled to a total depth of 5,855 metres. The well intersected the reservoir about 500 metres below the crest of the structure and penetrated an estimated 500 metre gross hydrocarbon column in high-quality pre-salt carbonate reservoir with an areal extent of greater than 300 square kilometres. Results from the rig-site analysis indicate elevated levels of carbon dioxide. bp will now begin laboratory analysis to further characterize the reservoir and fluids discovered, which will provide additional insight into the potential of the Bumerangue block. Further appraisal activities are planned to be undertaken, subject to regulatory approval. bp holds 100% participation in the block with Pre-Sal Petroleo S.A. as the Production Sharing Contract manager. bp secured the block in December 2022 during the 1st Cycle of the Open Acreage of Production Sharing of ANP, on very good commercial terms. Bumerangue is bp's tenth discovery in 2025 to date. bp has already announced oil and gas exploration discoveries at: Beryl and Frangipani in Trinidad, Fayoum 5 and El King in Egypt, Far South in the Gulf of America, Hasheem in Libya and Alto de Cabo Frio Central in Brazil, plus discoveries in Namibia and Angola through Azule Energy, its 50-50 joint venture with Eni. bp plans to grow its global upstream production to 2.3-2.5 million barrels of oil equivalent a day in 2030, with the capacity to increase production out to 2035.分析記事 • Aug 04BP (LON:BP.) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...お知らせ • Jul 24BP’s Castrol Unit Reportedly Gets One Rock Bid as Most Suitors DropOne Rock Capital Partners, LLC, a US mid-market private equity firm, is one of the few remaining bidders for BP p.l.c. (LSE:BP.)’s Castrol lubricants business, people familiar with the matter said, illustrating the potential challenges for the key asset disposal by the oil major. Several big-name energy companies and financial suitors have dropped out and valuation expectations have slipped, according to the people, who asked not to be identified as the information is private. One Rock is bidding for the entire asset, while Canada Pension Plan Investment Board is only interested in taking a minority stake, the people said.お知らせ • Jul 21Bp P.L.C. Announces Board ChangesBP p.l.c. announced that it has appointed Albert Manifold to succeed Helge Lund as chair of the company. He will join the company's board on 1 September as non-executive director and chair-elect, and will take over as chair on 1 October. At that point, Helge Lund will step down as chair and as a director of the bp board. Albert was the Chief Executive Officer of CRH plc from January 2014 until December 2024.Under his leadership CRH strategically reshaped its portfolio and delivered superior growth and performance. He has a strong track record of strategic leadership and operational delivery with a focus on cost efficiency, disciplined capital allocation and cash flow generation. He is also a non-executive director at LyondellBasell, a global chemicals producer, listed on the New York Stock Exchange, and a non-executive director at Mercury Engineering, a leading privately-owned engineering consultancy. Albert is a Certified Public Accountant, a Chartered Accountant, and holds a Master of Business Administration and a Master in Business Studies, both from Dublin City University. He remains a special adviser to the board of CRH and is also an adviser at Clayton Dubilier & Rice.お知らせ • Jul 18Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.).Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.) on July 18, 2025. After close, bp Wind Energy will be owned and operated as part of LS Power portfolio company Clearlight Energy, increasing its operating fleet to ~4.3GW. The deal is expected to conclude by the end of the year and follows a competitive bidding process, subject to regulatory approvals. Greenberg Traurig, LLP acted as legal advisor for LS Power Development, LLC. Barclays Capital Inc. and Santander US Capital Markets LLC acted as financial advisor for LS Power Development, LLC.お知らせ • Jul 11Bp P.L.C. Updates Production Guidance for the Second Quarter of 2025BP p.l.c. updated production guidance for the second quarter of 2025. The company reported upstream production in the second quarter is now expected to be higher compared to the prior quarter, with production higher in oil production & operations, primarily in bpx energy, and slightly higher in gas & low carbon energy. In the gas & low carbon energy segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.1) to (0.3) billion, including changes in non-Henry Hub natural gas marker prices. The gas marketing and trading result is expected to be average. In the oil production & operations segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.6) to (0.8) billion, including the production mix effects and the price lags on bp's production in the Gulf of America and the UAE.お知らせ • Jul 07Bp plc Announces Board ChangesBP PLC announced the appointment of Simon Henry as a non-executive director to its board, effective September 1, 2025. Simon Henry brings extensive expertise in global finance, strategy, governance, and management, acquired over a 35-year career with Shell, where he held senior finance and management roles internationally and served as chief financial officer and a board member from 2009 to 2017. Simon is currently a non-executive director of Rio Tinto plc and Rio Tinto Limited, with plans to step down from these roles in the second half of 2025. Harbour Energy plc announced earlier that Simon will step down from its board with immediate effect. Within the past five years, Simon resigned as a director from Lloyds Banking Group plc and PetroChina Ltd, in September 2020 and May 2022 respectively. BP also announced that Pamela Daley, a non-executive director, will step down from the BP board for personal reasons, effective July 7, 2025.分析記事 • Jul 05Are Investors Undervaluing BP p.l.c. (LON:BP.) By 47%?Key Insights The projected fair value for BP is UK£7.09 based on 2 Stage Free Cash Flow to Equity BP's UK£3.79 share...お知らせ • Jul 02Bp P.L.C. Announces Regional President Changes for Azerbaijan, Georgia and Türkiye, Effect from 1 October 2025BP p.l.c. announced the appointment of Giovanni Cristofoli as the new regional president for Azerbaijan, Georgia and Türkiye (AGT), with effect from 1 October 2025. Gio will be based in Baku, Azerbaijan, Trend reports. Gio is currently bp senior vice president, solutions, leading a global organization that provides services and solutions to bp's upstream, refining, low carbon energy and non-operated joint venture businesses. Under Gio's leadership, bp has transformed the way it delivers maintenance, reliability, subsea services and more. Gio will succeed Gary Jones, who has successfully led bp's regional business since April 2017. Gary's new role will be the subject of a future announcement.お知らせ • Jun 26+ 1 more updateShell Says Not in Talks to Acquire Rival BP, to Focus on PerformanceShell plc (LSE:SHEL) clarified on 25 June 2025 that it is not in talks to take over rival BP p.l.c. (LSE:BP.). Shell's comments came after a Wall Street Journal report cited unnamed sources saying the US company was in early discussions to acquire the British energy firm. "This is further market speculation. No talks are taking place," a Shell spokesperson said. "As we have said many times before we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification." Shares of BP surged as much as 10% in New York earlier on 25 June 2025 on the media report. Shares of the company erased most of those gains to trade 1.2% higher as of 12:44 PM local time. Shell stock fell 0.68%. BP has been under intense pressure after years of poor performance and the intervention of activist shareholder Elliott Investment Management. Speculation has been growing that the embattled company would become a takeover target, although BP's size and complexity would make any deal very challenging. Bloomberg reported in May that Shell had been studying the merits of a takeover, but was waiting for further stock and oil price declines before deciding whether to pursue a bid. If Shell were to acquire BP, it would be among the largest deals in European history, creating for the first time an oil major that could challenge industry leaders Exxon Mobil Corp. and Chevron Corp. The two companies combined would have upstream production of nearly 5 million barrels of oil equivalent a day and a dominant position in the global market for liquefied natural gas, reported Bloomberg. A deal would also be costly, with some analysts predicting that Shell would have to pay a premium of about 20% to BP's £58 billion ($79 billion) market capitalization. It could also create significant competition concerns, giving the merged company a large share of fuel retail markets in some countries.分析記事 • Jun 20These 4 Measures Indicate That BP (LON:BP.) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 11Adnoc Reportedly Evaluates Possibility of Buying Some BP AssetsAbu Dhabi’s main oil company Abu Dhabi National Oil Company (Adnoc) is evaluating whether it can buy some of BP p.l.c. (LSE:BP.)'s key assets should the embattled British firm decide to break itself up or come under pressure to divest more units, according to people with knowledge of the matter. Abu Dhabi National Oil Co. has been internally studying the prospects for acquiring some BP assets and has held initial consultations with bankers, the people said, asking not to be identified because the discussions are private. It is also considering partnering with another bidder to split some of the assets, they said.Recent Insider Transactions • May 30CEO & Director recently sold UK£1.2m worth of stockOn the 27th of May, Murray Auchincloss sold around 337k shares on-market at roughly UK£3.59 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Murray's only on-market trade for the last 12 months.お知らせ • May 05Shell Reportedly Evaluates Potential Acquisition of BPShell plc (LSE:SHEL) is working with advisers to evaluate a potential acquisition of BP p.l.c. (LSE:BP.), though it’s waiting for further stock and oil price declines before deciding whether to pursue a bid, according to people familiar with the matter. The oil major has been more seriously discussing the feasibility and merits of a BP takeover with its advisers in recent weeks, the people said, asking not be identified because the information is private. Any final decision will likely depend on whether BP stock continues to slide, the people said. Shares of BP have already lost nearly a third of their value in the last 12 months as a turnaround plan has fallen flat with investors and oil prices tumbled. Shell may also wait for BP to reach out or for another suitor to make a first move, and its current work could help it get prepared for such a scenario, some of the people said. Deliberations are in the early stages and Shell may opt to focus on share buybacks and bolt-on acquisitions rather than a megamerger, they said. Other large energy companies have also been analyzing whether they would want to bid for BP, the people said. “As we have said many times before, we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification,” a spokesperson for Shell said in an emailed statement. A representative for BP declined to comment. A successful combination of Shell and BP would be one of the oil industry’s largest-ever takeovers, bringing together the iconic British majors in a deal that’s been discussed on and off for decades. The companies were once close rivals — with a similar size, reach and global clout — but their paths have diverged in recent years. Investors are growing impatient. Activist firm Elliott Investment Management has gone public with a 5% holding in BP and is calling on the company to consider more transformative measures. Elliott views BP’s plan as lacking ambition and urgency, and believes it could potentially expose the company to a takeover, Bloomberg News reported in April. Under CEO Wael Sawan, Shell has also been cutting costs, shedding poorly performing renewables units and refocusing on fossil fuels. While Shell’s stock has outpaced that of Chevron Corp. and Exxon Mobil Corp. in recent years, the company’s valuation has yet to match those of its big oil rivals in the US. Sawan told analysts Friday that Shell will “of course” keep looking at inorganic opportunities but will be prudent and “the bar is high.” Any deal would need to add to free cash flow per share in a relatively short period, he said. “I have said in the past that we want to be value hunters. Today, value hunting – in my view – is buying back more Shell” stock, Sawan said on the conference call. He added that “we have to have our own house in order” before looking at sizable acquisitions, and that the company has “more work to do” to reach its full potential despite the progress it’s made over the past couple years. Shell is doing deals where it has the capability to create value, such as with its purchase of liquefied natural gas trader Pavilion Energy Pte, Sawan said. A successful takeover of BP could bolster Shell’s output growth by allowing the company to regain exposure to the US, after it sold its Permian Basin shale assets to ConocoPhillips in 2021. Any transaction would likely dwarf Shell’s 2016 acquisition of BG Group, a deal that was valued at close to $50 billion.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Tyler was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 30First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.044 (down from US$0.14 in 1Q 2024). Revenue: US$46.5b (down 4.1% from 1Q 2024). Net income: US$687.0m (down 70% from 1Q 2024). Profit margin: 1.5% (down from 4.7% in 1Q 2024). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% 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 • Apr 29BP p.l.c. Announces an Interim Dividend, Payable on June 27, 2025BP p.l.c. bp announced an interim dividend of 8.000 cents per ordinary share which is expected to be paid on 27 June 2025 to ordinary shareholders and American Depositary Share (ADS) holders on the register on 16 May 2025. The ex-dividend date will be 15 May 2025 for ordinary shareholders and 16 May 2025 for ADS holders. The corresponding amount in sterling is due to be announced on 10 June 2025, calculated based on the average of the market exchange rates over three dealing days between 4 June 2025 and 6 June 2025. Holders of ADSs are expected to receive $0.48 per ADS (less applicable fees). The board has decided not to offer a scrip dividend alternative in respect of the first quarter 2025 dividend. Ordinary shareholders and ADS holders (subject to certain exceptions) will be able to participate in a dividend reinvestment programme.お知らせ • Apr 23Elliott Management Wants BP to Boost Free Cash Flow to $20 Billion by 2027On April 22, 2025, Elliott Management Corporation urged BP p.l.c. to increase its free cash flow to $20 billion by 2027 from around $8 billion last year through significant spending cuts and cost reductions. Elliott Management has increased its stake in the Company to just over 5% and has met with more than 20 of the Company's shareholders regarding these demands. Elliott Management stated that it had discussed the need for deeper spending and cost cuts and potential leadership changes with other Company shareholders and wanted the Company to divest its renewable power business.お知らせ • Apr 11BP P.l.c. Provides Production Guidance for the First Quarter and Full Year 2025BP p.l.c. provided production guidance for the first quarter and full year 2025. Reported upstream production in the first quarter is expected to be lower compared to the prior quarter, with production slightly higher in oil production & operations and lower in gas & low carbon energy including the already announced divestments in Egypt and Trinidad completed towards the end of prior quarter. For the year 2025, Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.お知らせ • Apr 04BP p.l.c. Announces Helge Lund Informs the Board of His Intention to Step Down as ChairBP p.l.c. announced that the company's board of directors has initiated a succession process to select a new Chair, after Helge Lund informed the board of his intention to step down in due course. The succession process is being led by Dame Amanda Blanc, in her capacity as Senior Independent Director, with support from the wider board. It is intended that the successful candidate will join the board and work together with Helge to ensure an orderly transition ahead of taking on the role of Chair, at which point Helge will step down from the board, most likely during 2026. Whilst this succession process progresses, the board's focus will remain on overseeing management's delivery of the new strategy and this will continue to be their key priority under the new Chair.お知らせ • Apr 01Local Authority Pension Fund Forum Recommends Votes Against BP ChairOn March 31, 2025, Local Authority Pension Fund Forum (LAPFF) recommended that shareholders vote against the re-election of BP p.l.c. Chair Helge Lund, BP's annual report, remuneration report and abstain on whether BP CEO Murray Auchincloss should be re-elected. LAPFF stated that proxy advisors Institutional Shareholder Services Inc. (ISS) and Glass Lewis have recommended that shareholders vote in favour of the re-election of the Company's board, management and annual report at the April 17, 2025, annual general meeting.お知らせ • Mar 21Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion.Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion on March 21, 2025. Under the agreement, Apollo funds will purchase the non-controlling shareholding in bp TANAP for a consideration of approximately $1.0 billion. Proceeds arising from this transaction will contribute towards bp’s programme for $20 billion in divestment and other proceeds. bp will remain the controlling shareholder of bp TANAP and retain a long-term commercial and strategic interest, including governance rights. The transaction is anticipated to close in 2Q 2025, subject to regulatory and TANAP shareholders approvals.お知らせ • Mar 14BP Reportedly Seeks to Sell 50% of Solar Unit to Strategic PartnerBP p.l.c. (LSE:BP.) is seeking to sell 50% of its solar unit Lightsource bp (Lightsource bp Renewable Energy Investments Limited) to a strategic partner for cash and a commitment of future investments, with bids due in June, the energy major said in a sales document seen by Reuters. London-listed BP is planning asset sales and partnerships as part of a broader plan to address investor concerns. The energy group wants to cut costs and improve its return on investments to boost its share price and profit. In a document dated March 2025, seen by Reuters, the company said it was seeking a strategic partner for half of the solar company this year, in a cash transaction with a commitment for follow-on investment. Called Project Scala, BP is seeking a strategic partnership with "established leaders with extensive experience" in the renewables industry, according to the document. Governance of the emerging entity would reflect joint control of the assets, BP said in the document. Initial, non-binding offers are due in June and the company will shortlist bidders in July. When asked about the sales document, BP said it intended to bring in a partner for Lightsource bp and launch a sales process in the near future but declined to comment further.お知らせ • Mar 06+ 2 more updatesBP p.l.c., Annual General Meeting, Apr 17, 2025BP p.l.c., Annual General Meeting, Apr 17, 2025. Location: bp international centre for business and technolog, chertsey road, sunbury on thames, tw16 7ln, england, United Kingdomお知らせ • Feb 27BP p.l.c. to Report Fiscal Year 2024 Results on Mar 06, 2025BP p.l.c. announced that they will report fiscal year 2024 results on Mar 06, 2025お知らせ • Feb 26BP Drops Plans to Lower Oil and Gas OutputOn February 25, 2025, BP p.l.c. is slated to announce a possible sale of its lubricants unit and drop plans to lower oil and gas output as it begins to shift away from renewable energy amid pressure from Elliott Management Corporation. The Company stated that in a strategy presentation, CEO Murray Auchincloss has pledged to ‘fundamentally reset’ the Company following 5 years of investment in clean energy that left investors displeased with their returns, the authors note.お知らせ • Feb 20BP Reportedly Weighs Sale of Castrol Lubricants Unit Amid Elliott PushBP p.l.c. (LSE:BP.), in which activist investor Elliott Investment Management L.P. has built up a nearly 5% stake, is considering a potential sale of its lubricants business, according to people familiar with the matter. The oil major’s unit, which operates under the Castrol brand, could be worth about $10 billion in a deal, the people said, asking not to be identified as the matter is private. A sale of the business is one of the many options BP is considering to win back investor confidence after years of under performance, the people said. The unit is also among the assets that Elliott has identified for potential disposals, the people said.Declared Dividend • Feb 17Fourth quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 20th February 2025 Payment date: 28th March 2025 Dividend yield will be 5.6%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings). However, it is well covered by cash flows (42% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,439% to bring the payout ratio under control. EPS is expected to grow by 260% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.業績と収益の成長予測LSE:BP. - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028200,9269,90412,59527,6281012/31/2027199,83210,69414,30028,4291312/31/2026231,20014,35516,62830,337103/31/2026193,0053,20911,40724,519N/A12/31/2025187,6375411,27224,493N/A9/30/2025186,0101,51710,66724,318N/A6/30/2025184,8065628,59023,293N/A3/31/2025185,408-1,19610,19225,122N/A12/31/2024187,38639012,00027,297N/A9/30/2024192,6962,72013,59629,247N/A6/30/2024199,1347,37216,34931,233N/A3/31/2024201,0799,29314,55229,426N/A12/31/2023208,35115,23817,75432,039N/A9/30/2023226,39125,67022,49936,233N/A6/30/2023227,54018,64922,39135,774N/A3/31/2023246,02226,11427,74840,344N/A12/31/2022239,067-2,48828,86340,932N/A9/30/2022220,870-10,96522,33233,477N/A6/30/2022202,318-11,34720,47831,165N/A3/31/2022171,248-17,48715,25725,713N/A12/31/2021156,4317,56312,72523,612N/A9/30/2021133,8756,5958,72819,765N/A6/30/2021124,2278,6908,02618,993N/A3/31/2021109,193-11,2755,76917,319N/A12/31/2020105,672-20,306-14412,162N/A9/30/2020149,126-21,6454,17617,496N/A6/30/2020190,905-21,9443,65118,348N/A3/31/2020242,072-3,2745,91421,426N/A12/31/2019158,1094,025N/A25,770N/A9/30/2019281,6444,772N/A24,996N/A6/30/2019292,7108,870N/A25,032N/A3/31/2019295,3139,847N/A24,523N/A12/31/2018297,5339,382N/A22,873N/A9/30/2018289,0348,643N/A21,947N/A6/30/2018269,5867,063N/A21,879N/A3/31/2018250,8424,408N/A20,463N/A12/31/2017238,4333,388N/A18,931N/A9/30/2017222,2593,858N/A15,456N/A6/30/2017209,5253,709N/A11,940N/A3/31/2017199,5452,146N/A10,933N/A12/31/2016182,325114N/A10,691N/A9/30/2016180,811-3,691N/A14,069N/A6/30/2016189,890-5,265N/A16,744N/A3/31/2016205,584-9,669N/A19,147N/A12/31/2015222,243-6,484N/A19,133N/A9/30/2015247,531-7,584N/A20,574N/A6/30/2015285,521-6,340N/A24,790N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BP.の予測収益成長率 (年間10.3% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: BP.の収益 ( 10.3% ) UK市場 ( 11.6% ) よりも低い成長が予測されています。高成長収益: BP.の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BP.の収益は今後 3 年間で減少すると予想されています (年間-0.1% )。高い収益成長: BP.の収益は今後 3 年間で減少すると予測されています (年間-0.1% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BP.の 自己資本利益率 は、3年後には低くなると予測されています ( 15.4 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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2026/05/26 22:33終値2026/05/26 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BP p.l.c. 24 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。54 アナリスト機関John EadeArgus Research CompanyWilliam SeleskyArgus Research CompanyAlejandro VigilBanco Santander51 その他のアナリストを表示
お知らせ • Apr 15BP P.L.C. Updates Production Guidance for the First Quarter of 2026BP p.l.c. updated production guidance for the first quarter of 2026 . For the quarter, the company reported upstream production in the first quarter is expected to be broadly flat compared to the fourth quarter 2025 (2,344 mboe/d). Within this, gas & low carbon energy is expected to be slightly higher compared to the fourth quarter 2025 (788 mboe/d). Oil production & operations is expected to be slightly lower compared to the fourth quarter 2025 (1,555 mboe/d) including price impacts on PSA and TSC entitlement volumes.
Major Estimate Revision • Apr 14Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.693 to US$0.775. Revenue forecast steady at US$214.1b. Net income forecast to grow 20,210% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.58 to UK£5.83. Share price fell 5.4% to UK£5.65 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$196.6b to US$212.8b. EPS estimate increased from US$0.557 to US$0.692 per share. Net income forecast to grow 17,903% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.30 to UK£5.69. Share price was steady at UK£5.91 over the past week.
Major Estimate Revision • Mar 30Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$178.7b to US$196.6b. EPS estimate unchanged from US$0.56 at last update. Oil and Gas industry in the United Kingdom expected to see average net income growth of 43% next year. Consensus price target up from UK£5.12 to UK£5.32. Share price rose 12% to UK£6.02 over the past week.
Major Estimate Revision • Mar 18Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.457 to US$0.529. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.97. Share price rose 8.1% to UK£5.56 over the past week.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.44 to US$0.496. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.99. Share price rose 7.1% to UK£5.34 over the past week.
お知らせ • May 26Bp P.L.C. Announces Board Changes, with Effect from 26 May 2026BP p.l.c. announced that it has decided that Albert Manifold should no longer serve as Chair and Director with immediate effect. This follows serious concerns raised to the Board related to important governance standards, oversight and conduct. The Board has appointed Ian Tyler as Interim Chair with immediate effect. A succession process for a permanent Chair will be initiated.
お知らせ • May 24BP p.l.c. Reportedly Evaluates Potential Sale of Natural Gas Assets in EgyptBP p.l.c. (LSE:BP.) is reportedly evaluating a potential sale of some of its natural gas assets in Egypt as part of a broader portfolio review under new chief executive Meg O'Neill. As of May 18, 2026, four people familiar with the matter said no final decision has been made regarding a divestiture, and the process remains at an early stage. The West Nile Delta project comprises five gas fields located in the North Alexandria and West Mediterranean Deepwater offshore blocks and has been central to BP's footprint in the country. A sale of these assets could alter BP's strategic positioning in a key market and affect investors watching the company's portfolio choices.
ライブニュース • May 23BP Advances Gulf Oil Output and Expands Indonesia Presence While Addressing Whiting Refinery Labor DisputeBP and ExxonMobil approved a subsea pump project at the Thunder Horse platform in the US Gulf of Mexico, targeting first oil in 2028 and designed to support an additional 15,000 barrels of oil equivalent per day at peak output. BP signed three new Production Sharing Contracts in Indonesia, expanding its participation there to 11 oil and gas blocks, including exploration areas near its Tangguh LNG facilities and a stake in the INPEX-operated Barong block. BP resumed labor negotiations with United Steelworkers Local 7-1 over the ongoing lockout at the 440,000 barrels per day Whiting, Indiana refinery, offering a revised package that includes an average 13% pay rise over four years and a one-time lump sum payment, though key disputes remain unresolved. These updates point to BP committing capital to long-life offshore and LNG-linked projects while also dealing with operational and labor complexity at a major US refinery. You should watch how BP balances the capital spend on growth projects with potential costs, timing risks and any prolonged disruption or concessions that may emerge from the Whiting labor dispute.
Recent Insider Transactions • May 22Deputy Chief Executive Officer recently sold UK£2.0m worth of stockOn the 18th of May, Carol-Lee Howle sold around 350k shares on-market at roughly UK£5.59 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£3.1m more than they bought in the last 12 months.
お知らせ • May 20Bp Introduces New Bp Rewards Visa Card with Enhanced Fuel Savings and RewardsBp is offering new bp rewards Visa cardmembers 50¢ off per gallon at bp and Amoco stations for the first 60 days, and 15¢ off per gallon after that. Introductory offer is for new accounts opened by September 30, 2026. The card has no annual fee and offers unlimited rewards potential with no cap on spending categories. All bp rewards Visa cardmembers will also see a wider range of redemption options. This summer, bp is offering new bp rewards Visa cardmembers a limited time introductory offer of 50 cents off every gallon of fuel at bp and Amoco stations for the first 60 days. For a new cardmember who fills up their 15-gallon tank once a week, that equals more than $60 of savings in just two months. This limited time offer is available to new bp rewards Visa cardmembers who apply by September 30, 2026. The bp rewards Visa, recognized as one of 2025’s Best Gas Credit Cards by WalletHub, is issued by First National Bank of Omaha (FNBO) and can be used anywhere Visa is accepted. Cardmembers have several options to redeem their credit card rewards including cash back, bp Amoco gift cards, account statement credit, and gift cards from major retailers. The bp rewards Visa card offers unlimited rewards potential with no cap on spending categories and earns cash back on non-fuel purchases. The card provides access to a range of rewards: 5x points on non-fuel purchases at bp and Amoco stations (including convenience store and car wash purchases), 3x points on grocery purchases, 3x points on dining purchases (including restaurants, take-out, and food delivery services), 1x point on all other qualifying purchases. Must apply here for this offer by September 30, 2026. Offers vary elsewhere. Offer is for new accounts only. See the Rewards Terms and Conditions for details, including earning, redemption, expiration, and forfeiture (subject to applicable law). Valid at participating bp and Amoco stations. Restrictions may apply. For additional information about Annual Percentage Rates (APRs), fees and other costs, see the Summary of Credit Terms. $60 in savings is based on a 50-cent per gallon discount, assuming a 15-gallon fill-up once per week for 8 weeks. Cards are issued by First National Bank of Omaha (FNBO), pursuant to a license from Visa U.S.A. Inc. Visa and Visa Signature are registered trademarks of Visa International Service Association and used under license.
新しいナラティブ • May 14BP: The Pragmatic Pivot Back to High-Margin Hydrocarbons and Strategic Capital Discipline in a Volatile 2026 Energy MarketBP plc (BP), one of the world's premier supermajor integrated oil and gas enterprises, is navigating a high-stakes structural upcycle. The organization has successfully calibrated its "Performing while Transforming" framework, balancing robust deepwater hydrocarbon extraction with highly disciplined carbon-mitigation scaling.
お知らせ • May 04BP Reportedly Considers Potential Exit from UK North SeaBP p.l.c. (LSE:BP.) is considering potentially exiting part or all of its operations in the UK North Sea, Bloomberg News reported, citing people familiar with the matter, as the energy major seeks to cut debt amid a pivot back to oil and gas. The company is conducting an internal review of its upstream operations in the UK, which could fetch about GBP 2,000 million ($2.72 billion) in a full divestment, according to the report. BP did not immediately respond to a Reuters request for comment. Carol Howle, BP's deputy CEO, is overseeing the energy giant's ongoing portfolio review and strategy development. Last year, the company sold its stake in some of the North Sea assets to Serica Energy in a $232 million deal.
ナラティブの更新 • May 03BP.: Future Returns Will Balance Middle East Supply Risks And Portfolio ReshapingBP's analyst price target has shifted slightly higher to reflect a modestly higher fair value estimate of £6.19 and a revised future P/E assumption of about 15.5x, as analysts factor in recent upgrades, higher Street targets and updated commodity price forecasts. Analyst Commentary Recent Street research on BP has been active, with a series of price target revisions and rating changes that feed directly into how investors might think about valuation, execution risks and growth expectations.
Board Change • Apr 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO & Director Meg O’Neill was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 28First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.25 (up from US$0.044 in 1Q 2025). Revenue: US$51.8b (up 12% from 1Q 2025). Net income: US$3.84b (up 459% from 1Q 2025). Profit margin: 7.4% (up from 1.5% in 1Q 2025). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 47%. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 20Legal & General Investment Management Will Vote Against The Re-Election Of Chairman ManifoldOn April 19, 2026, Legal & General Investment Management (LGIM) announced that it will vote against the re-election of chairman Manifold and oppose BP's plans to cut back on climate reporting. Further, LGIM stated that Manifold an outsider to the oil and gas industry has only been in the job for less than a year. In addition, Glass Lewis an proxy agent advises shareholder’s to oppose Manifold's re-election.
ナラティブの更新 • Apr 19BP.: Future Returns Will Reflect Middle East Supply Risks And Higher Oil PricesAnalysts have lifted their fair value estimate for BP, with the updated price target moving from £5.69 to £6.04. Recent research highlights higher profit margin assumptions, a slightly adjusted discount rate and a modestly lower future P/E multiple, supported by a series of recent upgrades and price target increases across major firms.
新しいナラティブ • Apr 17Upstream Reliability And Cost Resets Will Support Stronger Long Term Earnings QualityCatalysts About BP BP is an integrated energy company involved in oil and gas production, refining, trading and lower carbon energy businesses. What are the underlying business or industry changes driving this perspective?
お知らせ • Apr 15BP P.L.C. Updates Production Guidance for the First Quarter of 2026BP p.l.c. updated production guidance for the first quarter of 2026 . For the quarter, the company reported upstream production in the first quarter is expected to be broadly flat compared to the fourth quarter 2025 (2,344 mboe/d). Within this, gas & low carbon energy is expected to be slightly higher compared to the fourth quarter 2025 (788 mboe/d). Oil production & operations is expected to be slightly lower compared to the fourth quarter 2025 (1,555 mboe/d) including price impacts on PSA and TSC entitlement volumes.
Major Estimate Revision • Apr 14Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.693 to US$0.775. Revenue forecast steady at US$214.1b. Net income forecast to grow 20,210% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.58 to UK£5.83. Share price fell 5.4% to UK£5.65 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$196.6b to US$212.8b. EPS estimate increased from US$0.557 to US$0.692 per share. Net income forecast to grow 17,903% next year vs 34% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£5.30 to UK£5.69. Share price was steady at UK£5.91 over the past week.
ナラティブの更新 • Apr 04BP.: Future Returns Will Reflect Middle East Supply Risks And Mixed Oil OutlookAnalysts have lifted their average price target on BP by £0.58, citing updated views on fair value, revenue growth assumptions, discount rates and future P/E levels, as reflected in a series of recent target raises and rating changes across major banks. Analyst Commentary Recent research on BP shows a mix of optimism and caution, with price targets adjusted in both directions and several rating changes across major banks.
Major Estimate Revision • Mar 30Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$178.7b to US$196.6b. EPS estimate unchanged from US$0.56 at last update. Oil and Gas industry in the United Kingdom expected to see average net income growth of 43% next year. Consensus price target up from UK£5.12 to UK£5.32. Share price rose 12% to UK£6.02 over the past week.
ナラティブの更新 • Mar 21BP.: Future Returns Will Depend On Elevated Middle East Oil Supply RisksNarrative Update The analyst price target for BP has been raised by £0.22. Analysts point to higher oil and gas price assumptions, tighter projected crude balances, and stronger valuation support for integrated energy majors as the key drivers of their updated view.
Major Estimate Revision • Mar 18Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.457 to US$0.529. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.97. Share price rose 8.1% to UK£5.56 over the past week.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 consensus EPS increased from US$0.44 to US$0.496. Revenues were reaffirmed at US$175.6b. Net income forecast to grow 13,454% next year vs 30% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.99. Share price rose 7.1% to UK£5.34 over the past week.
ナラティブの更新 • Mar 06BP.: Future Returns Will Reflect Mixed Oil Cycle Risks And CEO TransitionOur updated view lifts BP's fair value estimate slightly, supported by a higher blended analyst price target moving toward the £5.20 to £5.40 range as several firms cite valuation support for integrated oil names despite a mix of recent upgrades, downgrades, and target tweaks. Analyst Commentary Recent Street research on BP shows a split view, with some major firms lifting targets and others turning more cautious as they reassess risks around commodities, capital allocation, and leadership changes.
お知らせ • Mar 06BP p.l.c. Announces Directorate Retirements, Effective April 23, 2026BP p.l.c. announced that after nine years' service as a non-executive director, Melody Meyer will be retiring from the board at the conclusion of the 2026 annual general meeting (AGM) of the Company on April 23, 2026. Karen Richardson and Simon Henry, both non-executive directors, have also advised the board that they will not be seeking election or re-election by shareholders at the AGM. They will therefore step down from the board at the conclusion of the AGM.
ナラティブの更新 • Feb 19BP.: Future Returns Will Reflect Portfolio Sales Refining Strength And CEO TransitionAnalysts have trimmed their average price target on BP by £0.10, citing more cautious revenue growth assumptions, a slightly higher discount rate, and continued sector wide downgrades that have only been partially offset by firmer margin expectations. Analyst Commentary Recent Street research on BP points to a mixed backdrop, with several downgrades and price target cuts offset by a smaller group of more constructive voices focusing on balance sheet strength and refining exposure.
お知らせ • Feb 13+ 2 more updatesBP p.l.c. to Report Q1, 2026 Results on Apr 28, 2026BP p.l.c. announced that they will report Q1, 2026 results at 7:00 AM, Coordinated Universal Time on Apr 28, 2026
Declared Dividend • Feb 12Fourth quarter dividend of US$0.083 announcedShareholders will receive a dividend of US$0.083. Ex-date: 19th February 2026 Payment date: 27th March 2026 Dividend yield will be 5.8%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 95x earnings). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 10,472% to bring the payout ratio under control. EPS is expected to grow by 114% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Feb 12MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.).MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026. The ownership of Shafag (jabrayil) Solar Limited following the deal is BP p.l.c. - 40.01%, SOCAR Green - 39.99%, Azerbaijan Business Development Fund (ABDF) - 10% and MVM - 10%. MVM Energetika Zártköruen Muködo Részvénytársaság completed the acquisition of 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026.
Reported Earnings • Feb 11Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.003 (down from US$0.024 in FY 2024). Revenue: US$187.6b (flat on FY 2024). Net income: US$54.0m (down 86% from FY 2024). Profit margin: 0% (down from 0.2% in FY 2024). Combined production Oil equivalent production: 830.011 MMboe (846.558 MMboe in FY 2024) Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 99%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 11Broker Revenue Forecasts For BP p.l.c. (LON:BP.) Are Surging HigherShareholders in BP p.l.c. ( LON:BP. ) may be thrilled to learn that the analysts have just delivered a major upgrade to...
お知らせ • Feb 11+ 1 more updateBp P.L.C. Announces Interim Dividend for Fourth Quarter 2025, Payable on March 27, 2026BP p.l.c. announced Interim dividend for fourth quarter 2025, payable on March 27, 2026. For the period, the company reported dividend of 8.320 cents per ordinary share which is expected to be paid to ordinary shareholders and American Depositary Share (ADS) holders on the register on 20 February 2026. The ex-dividend date will be 19 February 2026 for ordinary shareholders and 20 February 2026 for ADS holders. The corresponding amount in sterling is due to be announced on 17 March 2026, calculated based on the average of the market exchange rates over three dealing days between 11 March 2026 and 13 March 2026. Holders of ADSs are expected to receive $0.4992 per ADS (less applicable fees).
ナラティブの更新 • Feb 05BP.: Future Returns Will Balance Portfolio Sales Softer Crude And Leadership ChangeAnalysts have trimmed their BP price targets by a few dollars or pence overall, reflecting slightly lower fair value estimates and revenue growth assumptions. This has been partially offset by a small uplift in expected profit margins and future P/E, as firms reassess the company around a softer crude outlook, refining tailwinds, and an upcoming CEO transition.
ナラティブの更新 • Jan 22BP.: Future Returns Will Reflect Portfolio Sales Crude Outlook And Leadership ChangeAnalysts have slightly trimmed their blended price target for BP by adjusting revenue growth and margin assumptions and by applying a marginally higher future P/E. This reflects mixed recent research, with some firms cutting targets in light of a bearish crude outlook and the CEO transition, while others have lifted targets based on balance sheet strength and the refreshed company strategy.
お知らせ • Jan 21BP p.l.c., Annual General Meeting, Apr 01, 2026BP p.l.c., Annual General Meeting, Apr 01, 2026.
Major Estimate Revision • Jan 17Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.405 to US$0.463. Revenue forecast steady at US$186.6b. Net income forecast to grow 333% next year vs 16% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target broadly unchanged at UK£4.78. Share price rose 3.4% to UK£4.40 over the past week.
お知らせ • Jan 14BP P.L.C. Updates Production Guidance for the Fourth Quarter of 2025BP P.L.C. updated production guidance for the fourth quarter of 2025. For the quarter, Reported upstream production in the fourth quarter is expected to be broadly flat compared to the prior quarter, with production broadly flat in oil production & operations and lower in gas & low carbon energy.
ナラティブの更新 • Jan 07BP.: Future Returns Will Reflect Portfolio Reset Divestments And Leadership TransitionAnalysts have trimmed their overall price expectations for BP, reflected in a slightly lower fair value estimate and a modestly higher future P/E assumption. Recent target cuts and rating changes are balancing more upbeat views that reference an unchanged or higher price target across both US$ and £ share lines.
ナラティブの更新 • Dec 23BP.: Future Returns Will Reflect Portfolio Streamlining And Ongoing Divestment ExecutionAnalysts have modestly increased their price target on BP, reflecting a slightly higher fair value and improved long term earnings multiple assumptions, supported by recent target hikes to $40 in the U.S. and above 500 GBp in London, as they point to the company’s strategic reset, portfolio simplification, and still attractive valuation. Analyst Commentary Bullish analysts highlight that BP's strategy reset, with a sharper focus on portfolio simplification and divestment of non core assets, is starting to resonate in higher price targets and improved confidence in long term earnings growth.
お知らせ • Dec 19Bp P.L.C. Announces Murray Auchincloss Steps Down as Director of the Board, Effective 18 December, 2025BP p.l.c. announced that Murray Auchincloss has decided to step down from his position as director of the Board, effective 18 December. Murray will serve in an advisory role until December 2026 to ensure a smooth transition.
お知らせ • Dec 18BP p.l.c Announces CEO ChangesBP p.l.c announced that the bp Board has appointed Meg O’Neill as bp’s next chief executive officer (“CEO”), effective 1 April 2026. Murray Auchincloss has decided to step down from his position as CEO, effective 18 December. Carol Howle, current executive vice president, supply, trading & shipping of bp, will serve as interim CEO until Meg joins as CEO. Murray will serve in an advisory role until December 2026 to ensure a smooth transition. Meg currently serves as CEO of Woodside Energy. Since her appointment as CEO in 2021, Meg O’Neill has grown Woodside Energy into the largest energy company listed on the Australian Securities Exchange. Among her many accomplishments at Woodside Energy, she oversaw the transformative acquisition of BHP Petroleum International, creating a geographically diverse business with a portfolio of high-quality oil and gas assets. Before joining Woodside Energy in 2018, Meg spent 23 years at ExxonMobil in technical, operational and leadership positions around the world. The appointment of Meg O’Neill follows a search process overseen by a search committee of the Board, assisted by an independent recruitment firm, as part of the Board’s long-term succession planning. Meg O’Neill has served as CEO of Woodside Energy since April of 2021, previously serving as Woodside Energy’s Chief Operations Officer, Executive Vice President Development, and Executive Vice President Development and Marketing. Prior to joining Woodside Energy in 2018, Meg spent 23 years with ExxonMobil in a variety of technical, operational and senior leadership roles in Houston, New Orleans, Indonesia, Canada and Norway, as well as regional and global leadership positions. She is Chair of the Australian oil and gas industry peak body, Australian Energy Producers (AEP), and serves on the boards of the Business Council of Australia and the American Petroleum Institute. Carol Howle has served as executive vice president, supply, trading & shipping at bp since July 2020. Prior to that, Carol ran bp shipping and was the chief operating officer for integrated supply and trading, oil. She has more than 20 years’ experience in the energy industry, many in integrated supply and trading. Her previous roles include chief operating officer for natural gas liquids, regional leader of global oil Europe and finance and head of the group chief executive’s office. Carol is a non-executive board member of the Royal Navy and chair of the Navy Audit and Risk Assurance Committee.
お知らせ • Dec 12BP p.l.c. Appoints Dave Hager as Member of the Safety and Sustainability Committee, Effective 10 December 2025BP p.l.c. announced that Dave Hager has been appointed as a member of the safety and sustainability committee with effect from 10 December 2025.
ナラティブの更新 • Dec 08BP.: Future Returns Will Reflect Portfolio Pruning And Execution Risks Amid Sector UncertaintyWe raise our BP price target modestly, reflecting analysts' series of upward revisions to both U.S. dollar targets toward $40 and U.K. listings toward the 520 to 525 GBp range, supported by a view that BP's strategic reset, portfolio pruning, and persistent valuation discount improve the risk and reward profile for the shares. Analyst Commentary Street research has turned incrementally more constructive on BP, with a series of target price increases in both U.S. dollar and sterling terms reflecting improved confidence in the company’s strategic reset, portfolio actions, and capital return potential.
ナラティブの更新 • Nov 24BP.: Shares Will Reflect Reset Strategy And Portfolio Streamlining Amid Sector UncertaintyAnalysts have modestly raised their price targets for BP, with upward revisions to $40 and 525 GBp. This reflects confidence in the company's refreshed strategy and improved risk-reward outlook. Analyst Commentary Recent street research reflects a generally optimistic yet nuanced outlook for BP's shares, with price target increases from several firms.
お知らせ • Nov 20BP p.l.c. to Report Q4, 2025 Results on Feb 10, 2026BP p.l.c. announced that they will report Q4, 2025 results at 7:00 AM, Coordinated Universal Time on Feb 10, 2026
お知らせ • Nov 13BP Reportedly in Talks with Stonepeak over Castrol SaleBP p.l.c. (LSE:BP.) is negotiating with US investment firm Stonepeak (Stonepeak Partners LP) to sell its Castrol lubricants unit, Reuters reported on November 12, 2025 citing sources. The potential deal could fetch around $8 billion, according to market analysts cited by the news agency. It would match BP's broader goal of achieving $20 billion in divestments. The sale process began earlier this year after BP announced a strategic review of the century-old lubricants business. In September, Stonepeak and private equity firm One Rock allegedly submitted bids, though it remains unclear if other parties are still involved or whether a deal will materialize, according to the people.
分析記事 • Nov 11BP's (LON:BP.) Soft Earnings Are Actually Better Than They AppearShareholders appeared unconcerned with BP p.l.c.'s ( LON:BP. ) lackluster earnings report last week. We think that the...
ナラティブの更新 • Nov 10BP.: Shares Will Reflect Improved Profit Potential Amid Mixed Sector SentimentAnalysts have raised their price target for BP, increasing fair value estimates by approximately $0.13 per share. They cite improved growth prospects, stronger profitability, and confidence in the company's strategic direction and valuation.
Declared Dividend • Nov 06Third quarter dividend of US$0.083 announcedShareholders will receive a dividend of US$0.083. Ex-date: 13th November 2025 Payment date: 19th December 2025 Dividend yield will be 5.8%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (338% earnings payout ratio). However, it is well covered by cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 275% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 05Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.075 (up from US$0.013 in 3Q 2024). Revenue: US$48.4b (up 2.5% from 3Q 2024). Net income: US$1.16b (up 464% from 3Q 2024). Profit margin: 2.4% (up from 0.4% in 3Q 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 05+ 1 more updateBp P.L.C. Provides Production Guidance for the Fourth Quarter and Full Year 2025BP p.l.c. provided production guidance for the fourth quarter and full year 2025. The company expected fourth quarter 2025 reported upstream production to be broadly flat compared with the third quarter 2025. Within this, bp expects reported production from oil production & operations to be slightly higher and production from gas & low carbon energy to be lower. For the year, the company now expected reported upstream production to be slightly lower and underlying upstream production to be broadly flat compared with 2024. Within this, bp expected underlying production from oil production & operations to be higher and production from gas & low carbon energy to be lower.
ナラティブの更新 • Oct 27Upstream Discoveries and Capital Returns Will Influence Global Energy Markets AheadAnalysts have modestly increased their price targets for BP, citing improving profit margins and positive sector dynamics. Recent updates reflect a rise from £4.58 to £4.59 and from $36 to $40, according to current street research.
お知らせ • Oct 14BP p.l.c. Provides Production Guidance for the Third Quarter and Full Year of 2025BP p.l.c. provided production guidance for the third quarter of 2025. For the quarter, the company expects upstream production in the third quarter is now expected to be higher compared to the prior quarter, with production higher in both oil production & operations, primarily higher gas production in bpx energy, and in gas & low carbon energy. For the year 2025, the company Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.
ナラティブの更新 • Oct 13Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsAnalysts have raised BP's price target, with recent updates reflecting an increase from $36 to $40 and from 440 GBp to 460 GBp. This change is attributed to improving execution and the company's potential to close its valuation gap with peers. Analyst Commentary Recent research coverage reflects a wave of optimistic sentiment toward BP, though some analysts maintain a more cautious outlook.
ナラティブの更新 • Sep 25Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsAnalysts have raised BP’s price target from £4.44 to £4.51, citing improved earnings, a positive outlook on upstream growth after the Bumerangue Block discovery, and confidence in valuation convergence with peers. Analyst Commentary Bullish analysts cite BP’s attractive valuation relative to European supermajor peers, expecting the valuation gap to narrow.
分析記事 • Sep 25BP p.l.c.'s (LON:BP.) Low P/S No Reason For ExcitementBP p.l.c.'s ( LON:BP. ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now compared to the...
ナラティブの更新 • Sep 03Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsAnalysts have raised BP’s price target to £4.43, citing its strong recent results, attractive valuation relative to peers, operational improvements, and the positive impact of the Bumerangue Block discovery. Analyst Commentary Bullish analysts highlight BP's relative strength in recent IOC results, supported by its unique mix of growth options, resource depth, and sustainable shareholder returns.
Declared Dividend • Aug 07Second quarter dividend of US$0.083 announcedShareholders will receive a dividend of US$0.083. Ex-date: 14th August 2025 Payment date: 19th September 2025 Dividend yield will be 6.3%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings). However, it is covered by cash flows (60% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 916% to bring the payout ratio under control. EPS is expected to grow by 130% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
分析記事 • Aug 07BP p.l.c. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextLSE:BP. 1 Year Share Price vs Fair Value Explore BP's Fair Values from the Community and select yours BP p.l.c...
ナラティブの更新 • Aug 06Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy MarketsBuoyed by stronger-than-expected margins and improved outlook for core refining and integrated oil operations, analysts have raised BP’s consensus price target from £4.24 to £5.37. Analyst Commentary Bullish analysts are increasing earnings estimates for BP driven by stronger-than-expected margins, particularly in the most recent quarter.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.10 (up from US$0.008 loss in 2Q 2024). Revenue: US$46.2b (down 1.3% from 2Q 2024). Net income: US$1.63b (up US$1.76b from 2Q 2024). Profit margin: 3.5% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
お知らせ • Aug 04BP PLC Announces Oil and Gas Discovery at the Bumerangue Prospect in the Deepwater Offshore BrazilBP PLC announced an oil and gas discovery at the Bumerangue prospect in the deepwater offshore Brazil. bp drilled exploration well 1-BP-13-SPS at the Bumerangue block, located in the Santos Basin, 404 kilometres (218 nautical miles) from Rio de Janeiro, in a water depth of 2,372 metres. The well was drilled to a total depth of 5,855 metres. The well intersected the reservoir about 500 metres below the crest of the structure and penetrated an estimated 500 metre gross hydrocarbon column in high-quality pre-salt carbonate reservoir with an areal extent of greater than 300 square kilometres. Results from the rig-site analysis indicate elevated levels of carbon dioxide. bp will now begin laboratory analysis to further characterize the reservoir and fluids discovered, which will provide additional insight into the potential of the Bumerangue block. Further appraisal activities are planned to be undertaken, subject to regulatory approval. bp holds 100% participation in the block with Pre-Sal Petroleo S.A. as the Production Sharing Contract manager. bp secured the block in December 2022 during the 1st Cycle of the Open Acreage of Production Sharing of ANP, on very good commercial terms. Bumerangue is bp's tenth discovery in 2025 to date. bp has already announced oil and gas exploration discoveries at: Beryl and Frangipani in Trinidad, Fayoum 5 and El King in Egypt, Far South in the Gulf of America, Hasheem in Libya and Alto de Cabo Frio Central in Brazil, plus discoveries in Namibia and Angola through Azule Energy, its 50-50 joint venture with Eni. bp plans to grow its global upstream production to 2.3-2.5 million barrels of oil equivalent a day in 2030, with the capacity to increase production out to 2035.
分析記事 • Aug 04BP (LON:BP.) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
お知らせ • Jul 24BP’s Castrol Unit Reportedly Gets One Rock Bid as Most Suitors DropOne Rock Capital Partners, LLC, a US mid-market private equity firm, is one of the few remaining bidders for BP p.l.c. (LSE:BP.)’s Castrol lubricants business, people familiar with the matter said, illustrating the potential challenges for the key asset disposal by the oil major. Several big-name energy companies and financial suitors have dropped out and valuation expectations have slipped, according to the people, who asked not to be identified as the information is private. One Rock is bidding for the entire asset, while Canada Pension Plan Investment Board is only interested in taking a minority stake, the people said.
お知らせ • Jul 21Bp P.L.C. Announces Board ChangesBP p.l.c. announced that it has appointed Albert Manifold to succeed Helge Lund as chair of the company. He will join the company's board on 1 September as non-executive director and chair-elect, and will take over as chair on 1 October. At that point, Helge Lund will step down as chair and as a director of the bp board. Albert was the Chief Executive Officer of CRH plc from January 2014 until December 2024.Under his leadership CRH strategically reshaped its portfolio and delivered superior growth and performance. He has a strong track record of strategic leadership and operational delivery with a focus on cost efficiency, disciplined capital allocation and cash flow generation. He is also a non-executive director at LyondellBasell, a global chemicals producer, listed on the New York Stock Exchange, and a non-executive director at Mercury Engineering, a leading privately-owned engineering consultancy. Albert is a Certified Public Accountant, a Chartered Accountant, and holds a Master of Business Administration and a Master in Business Studies, both from Dublin City University. He remains a special adviser to the board of CRH and is also an adviser at Clayton Dubilier & Rice.
お知らせ • Jul 18Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.).Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.) on July 18, 2025. After close, bp Wind Energy will be owned and operated as part of LS Power portfolio company Clearlight Energy, increasing its operating fleet to ~4.3GW. The deal is expected to conclude by the end of the year and follows a competitive bidding process, subject to regulatory approvals. Greenberg Traurig, LLP acted as legal advisor for LS Power Development, LLC. Barclays Capital Inc. and Santander US Capital Markets LLC acted as financial advisor for LS Power Development, LLC.
お知らせ • Jul 11Bp P.L.C. Updates Production Guidance for the Second Quarter of 2025BP p.l.c. updated production guidance for the second quarter of 2025. The company reported upstream production in the second quarter is now expected to be higher compared to the prior quarter, with production higher in oil production & operations, primarily in bpx energy, and slightly higher in gas & low carbon energy. In the gas & low carbon energy segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.1) to (0.3) billion, including changes in non-Henry Hub natural gas marker prices. The gas marketing and trading result is expected to be average. In the oil production & operations segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.6) to (0.8) billion, including the production mix effects and the price lags on bp's production in the Gulf of America and the UAE.
お知らせ • Jul 07Bp plc Announces Board ChangesBP PLC announced the appointment of Simon Henry as a non-executive director to its board, effective September 1, 2025. Simon Henry brings extensive expertise in global finance, strategy, governance, and management, acquired over a 35-year career with Shell, where he held senior finance and management roles internationally and served as chief financial officer and a board member from 2009 to 2017. Simon is currently a non-executive director of Rio Tinto plc and Rio Tinto Limited, with plans to step down from these roles in the second half of 2025. Harbour Energy plc announced earlier that Simon will step down from its board with immediate effect. Within the past five years, Simon resigned as a director from Lloyds Banking Group plc and PetroChina Ltd, in September 2020 and May 2022 respectively. BP also announced that Pamela Daley, a non-executive director, will step down from the BP board for personal reasons, effective July 7, 2025.
分析記事 • Jul 05Are Investors Undervaluing BP p.l.c. (LON:BP.) By 47%?Key Insights The projected fair value for BP is UK£7.09 based on 2 Stage Free Cash Flow to Equity BP's UK£3.79 share...
お知らせ • Jul 02Bp P.L.C. Announces Regional President Changes for Azerbaijan, Georgia and Türkiye, Effect from 1 October 2025BP p.l.c. announced the appointment of Giovanni Cristofoli as the new regional president for Azerbaijan, Georgia and Türkiye (AGT), with effect from 1 October 2025. Gio will be based in Baku, Azerbaijan, Trend reports. Gio is currently bp senior vice president, solutions, leading a global organization that provides services and solutions to bp's upstream, refining, low carbon energy and non-operated joint venture businesses. Under Gio's leadership, bp has transformed the way it delivers maintenance, reliability, subsea services and more. Gio will succeed Gary Jones, who has successfully led bp's regional business since April 2017. Gary's new role will be the subject of a future announcement.
お知らせ • Jun 26+ 1 more updateShell Says Not in Talks to Acquire Rival BP, to Focus on PerformanceShell plc (LSE:SHEL) clarified on 25 June 2025 that it is not in talks to take over rival BP p.l.c. (LSE:BP.). Shell's comments came after a Wall Street Journal report cited unnamed sources saying the US company was in early discussions to acquire the British energy firm. "This is further market speculation. No talks are taking place," a Shell spokesperson said. "As we have said many times before we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification." Shares of BP surged as much as 10% in New York earlier on 25 June 2025 on the media report. Shares of the company erased most of those gains to trade 1.2% higher as of 12:44 PM local time. Shell stock fell 0.68%. BP has been under intense pressure after years of poor performance and the intervention of activist shareholder Elliott Investment Management. Speculation has been growing that the embattled company would become a takeover target, although BP's size and complexity would make any deal very challenging. Bloomberg reported in May that Shell had been studying the merits of a takeover, but was waiting for further stock and oil price declines before deciding whether to pursue a bid. If Shell were to acquire BP, it would be among the largest deals in European history, creating for the first time an oil major that could challenge industry leaders Exxon Mobil Corp. and Chevron Corp. The two companies combined would have upstream production of nearly 5 million barrels of oil equivalent a day and a dominant position in the global market for liquefied natural gas, reported Bloomberg. A deal would also be costly, with some analysts predicting that Shell would have to pay a premium of about 20% to BP's £58 billion ($79 billion) market capitalization. It could also create significant competition concerns, giving the merged company a large share of fuel retail markets in some countries.
分析記事 • Jun 20These 4 Measures Indicate That BP (LON:BP.) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 11Adnoc Reportedly Evaluates Possibility of Buying Some BP AssetsAbu Dhabi’s main oil company Abu Dhabi National Oil Company (Adnoc) is evaluating whether it can buy some of BP p.l.c. (LSE:BP.)'s key assets should the embattled British firm decide to break itself up or come under pressure to divest more units, according to people with knowledge of the matter. Abu Dhabi National Oil Co. has been internally studying the prospects for acquiring some BP assets and has held initial consultations with bankers, the people said, asking not to be identified because the discussions are private. It is also considering partnering with another bidder to split some of the assets, they said.
Recent Insider Transactions • May 30CEO & Director recently sold UK£1.2m worth of stockOn the 27th of May, Murray Auchincloss sold around 337k shares on-market at roughly UK£3.59 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Murray's only on-market trade for the last 12 months.
お知らせ • May 05Shell Reportedly Evaluates Potential Acquisition of BPShell plc (LSE:SHEL) is working with advisers to evaluate a potential acquisition of BP p.l.c. (LSE:BP.), though it’s waiting for further stock and oil price declines before deciding whether to pursue a bid, according to people familiar with the matter. The oil major has been more seriously discussing the feasibility and merits of a BP takeover with its advisers in recent weeks, the people said, asking not be identified because the information is private. Any final decision will likely depend on whether BP stock continues to slide, the people said. Shares of BP have already lost nearly a third of their value in the last 12 months as a turnaround plan has fallen flat with investors and oil prices tumbled. Shell may also wait for BP to reach out or for another suitor to make a first move, and its current work could help it get prepared for such a scenario, some of the people said. Deliberations are in the early stages and Shell may opt to focus on share buybacks and bolt-on acquisitions rather than a megamerger, they said. Other large energy companies have also been analyzing whether they would want to bid for BP, the people said. “As we have said many times before, we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification,” a spokesperson for Shell said in an emailed statement. A representative for BP declined to comment. A successful combination of Shell and BP would be one of the oil industry’s largest-ever takeovers, bringing together the iconic British majors in a deal that’s been discussed on and off for decades. The companies were once close rivals — with a similar size, reach and global clout — but their paths have diverged in recent years. Investors are growing impatient. Activist firm Elliott Investment Management has gone public with a 5% holding in BP and is calling on the company to consider more transformative measures. Elliott views BP’s plan as lacking ambition and urgency, and believes it could potentially expose the company to a takeover, Bloomberg News reported in April. Under CEO Wael Sawan, Shell has also been cutting costs, shedding poorly performing renewables units and refocusing on fossil fuels. While Shell’s stock has outpaced that of Chevron Corp. and Exxon Mobil Corp. in recent years, the company’s valuation has yet to match those of its big oil rivals in the US. Sawan told analysts Friday that Shell will “of course” keep looking at inorganic opportunities but will be prudent and “the bar is high.” Any deal would need to add to free cash flow per share in a relatively short period, he said. “I have said in the past that we want to be value hunters. Today, value hunting – in my view – is buying back more Shell” stock, Sawan said on the conference call. He added that “we have to have our own house in order” before looking at sizable acquisitions, and that the company has “more work to do” to reach its full potential despite the progress it’s made over the past couple years. Shell is doing deals where it has the capability to create value, such as with its purchase of liquefied natural gas trader Pavilion Energy Pte, Sawan said. A successful takeover of BP could bolster Shell’s output growth by allowing the company to regain exposure to the US, after it sold its Permian Basin shale assets to ConocoPhillips in 2021. Any transaction would likely dwarf Shell’s 2016 acquisition of BG Group, a deal that was valued at close to $50 billion.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Tyler was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 30First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.044 (down from US$0.14 in 1Q 2024). Revenue: US$46.5b (down 4.1% from 1Q 2024). Net income: US$687.0m (down 70% from 1Q 2024). Profit margin: 1.5% (down from 4.7% in 1Q 2024). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% 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 • Apr 29BP p.l.c. Announces an Interim Dividend, Payable on June 27, 2025BP p.l.c. bp announced an interim dividend of 8.000 cents per ordinary share which is expected to be paid on 27 June 2025 to ordinary shareholders and American Depositary Share (ADS) holders on the register on 16 May 2025. The ex-dividend date will be 15 May 2025 for ordinary shareholders and 16 May 2025 for ADS holders. The corresponding amount in sterling is due to be announced on 10 June 2025, calculated based on the average of the market exchange rates over three dealing days between 4 June 2025 and 6 June 2025. Holders of ADSs are expected to receive $0.48 per ADS (less applicable fees). The board has decided not to offer a scrip dividend alternative in respect of the first quarter 2025 dividend. Ordinary shareholders and ADS holders (subject to certain exceptions) will be able to participate in a dividend reinvestment programme.
お知らせ • Apr 23Elliott Management Wants BP to Boost Free Cash Flow to $20 Billion by 2027On April 22, 2025, Elliott Management Corporation urged BP p.l.c. to increase its free cash flow to $20 billion by 2027 from around $8 billion last year through significant spending cuts and cost reductions. Elliott Management has increased its stake in the Company to just over 5% and has met with more than 20 of the Company's shareholders regarding these demands. Elliott Management stated that it had discussed the need for deeper spending and cost cuts and potential leadership changes with other Company shareholders and wanted the Company to divest its renewable power business.
お知らせ • Apr 11BP P.l.c. Provides Production Guidance for the First Quarter and Full Year 2025BP p.l.c. provided production guidance for the first quarter and full year 2025. Reported upstream production in the first quarter is expected to be lower compared to the prior quarter, with production slightly higher in oil production & operations and lower in gas & low carbon energy including the already announced divestments in Egypt and Trinidad completed towards the end of prior quarter. For the year 2025, Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.
お知らせ • Apr 04BP p.l.c. Announces Helge Lund Informs the Board of His Intention to Step Down as ChairBP p.l.c. announced that the company's board of directors has initiated a succession process to select a new Chair, after Helge Lund informed the board of his intention to step down in due course. The succession process is being led by Dame Amanda Blanc, in her capacity as Senior Independent Director, with support from the wider board. It is intended that the successful candidate will join the board and work together with Helge to ensure an orderly transition ahead of taking on the role of Chair, at which point Helge will step down from the board, most likely during 2026. Whilst this succession process progresses, the board's focus will remain on overseeing management's delivery of the new strategy and this will continue to be their key priority under the new Chair.
お知らせ • Apr 01Local Authority Pension Fund Forum Recommends Votes Against BP ChairOn March 31, 2025, Local Authority Pension Fund Forum (LAPFF) recommended that shareholders vote against the re-election of BP p.l.c. Chair Helge Lund, BP's annual report, remuneration report and abstain on whether BP CEO Murray Auchincloss should be re-elected. LAPFF stated that proxy advisors Institutional Shareholder Services Inc. (ISS) and Glass Lewis have recommended that shareholders vote in favour of the re-election of the Company's board, management and annual report at the April 17, 2025, annual general meeting.
お知らせ • Mar 21Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion.Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion on March 21, 2025. Under the agreement, Apollo funds will purchase the non-controlling shareholding in bp TANAP for a consideration of approximately $1.0 billion. Proceeds arising from this transaction will contribute towards bp’s programme for $20 billion in divestment and other proceeds. bp will remain the controlling shareholder of bp TANAP and retain a long-term commercial and strategic interest, including governance rights. The transaction is anticipated to close in 2Q 2025, subject to regulatory and TANAP shareholders approvals.
お知らせ • Mar 14BP Reportedly Seeks to Sell 50% of Solar Unit to Strategic PartnerBP p.l.c. (LSE:BP.) is seeking to sell 50% of its solar unit Lightsource bp (Lightsource bp Renewable Energy Investments Limited) to a strategic partner for cash and a commitment of future investments, with bids due in June, the energy major said in a sales document seen by Reuters. London-listed BP is planning asset sales and partnerships as part of a broader plan to address investor concerns. The energy group wants to cut costs and improve its return on investments to boost its share price and profit. In a document dated March 2025, seen by Reuters, the company said it was seeking a strategic partner for half of the solar company this year, in a cash transaction with a commitment for follow-on investment. Called Project Scala, BP is seeking a strategic partnership with "established leaders with extensive experience" in the renewables industry, according to the document. Governance of the emerging entity would reflect joint control of the assets, BP said in the document. Initial, non-binding offers are due in June and the company will shortlist bidders in July. When asked about the sales document, BP said it intended to bring in a partner for Lightsource bp and launch a sales process in the near future but declined to comment further.
お知らせ • Mar 06+ 2 more updatesBP p.l.c., Annual General Meeting, Apr 17, 2025BP p.l.c., Annual General Meeting, Apr 17, 2025. Location: bp international centre for business and technolog, chertsey road, sunbury on thames, tw16 7ln, england, United Kingdom
お知らせ • Feb 27BP p.l.c. to Report Fiscal Year 2024 Results on Mar 06, 2025BP p.l.c. announced that they will report fiscal year 2024 results on Mar 06, 2025
お知らせ • Feb 26BP Drops Plans to Lower Oil and Gas OutputOn February 25, 2025, BP p.l.c. is slated to announce a possible sale of its lubricants unit and drop plans to lower oil and gas output as it begins to shift away from renewable energy amid pressure from Elliott Management Corporation. The Company stated that in a strategy presentation, CEO Murray Auchincloss has pledged to ‘fundamentally reset’ the Company following 5 years of investment in clean energy that left investors displeased with their returns, the authors note.
お知らせ • Feb 20BP Reportedly Weighs Sale of Castrol Lubricants Unit Amid Elliott PushBP p.l.c. (LSE:BP.), in which activist investor Elliott Investment Management L.P. has built up a nearly 5% stake, is considering a potential sale of its lubricants business, according to people familiar with the matter. The oil major’s unit, which operates under the Castrol brand, could be worth about $10 billion in a deal, the people said, asking not to be identified as the matter is private. A sale of the business is one of the many options BP is considering to win back investor confidence after years of under performance, the people said. The unit is also among the assets that Elliott has identified for potential disposals, the people said.
Declared Dividend • Feb 17Fourth quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 20th February 2025 Payment date: 28th March 2025 Dividend yield will be 5.6%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings). However, it is well covered by cash flows (42% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,439% to bring the payout ratio under control. EPS is expected to grow by 260% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
