Tenaris S.A.

BIT:TEN 株式レポート

時価総額:€27.5b

Tenaris 配当と自社株買い

配当金 基準チェック /46

Tenarisは配当を支払う会社で、現在の利回りは2.79%ですが、利益によって十分にカバーされています。次の支払い日は 20th May, 2026で、権利落ち日は18th May, 2026 。

主要情報

2.8%

配当利回り

4.2%

バイバック利回り

総株主利回り7.0%
将来の配当利回り3.0%
配当成長7.6%
次回配当支払日20 May 26
配当落ち日18 May 26
一株当たり配当金n/a
配当性向49%

最近の配当と自社株買いの更新

Recent updates

TEN: Dividend Plan And Completed Buyback Will Support Steady Outlook

Analysts have lifted their price target for Tenaris from about €18.60 to roughly €22.85, pointing to updated fair value assumptions that reflect revised views on revenue, profit margins and future P/E levels. What's in the News Tenaris has called an Annual General Meeting of Shareholders for May 12, 2026, to be followed immediately by an Extraordinary General Meeting to vote on proposed amendments to the articles of association (company announcement).

TEN: Future Capital Returns And Modest Assumption Shifts May Support Upside

Analysts now set a slightly higher price target for Tenaris at about €28.19, up from roughly €27.94. The change reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.

TEN: Higher P/E Outlook And Capital Returns May Support Future Upside

Analysts have revised their fair value estimate for Tenaris to €27.94 from €21.05, reflecting updated assumptions on the discount rate, long term revenue growth, profit margin and future P/E. What's in the News The board intends to propose a total annual dividend of $0.89 per share (about $900 million) for approval at the May 12, 2026 shareholders meeting, including the interim dividend of $0.29 per share already paid in November 2025 (company announcement).

TEN: Richer P/E Will Face Pressure From Weakening Revenue And Margin Outlook

Analysts have lifted their price target on Tenaris from €16.67 to €18.41, citing updated assumptions around revenue trends, profit margins and future P/E. Together, these factors point to a modestly higher assessed fair value.

TEN: Richer P/E Multiple Will Pressure Returns With Weakening Revenue Trends

Analysts have raised their price target on Tenaris from about €14.16 to around €16.67, citing updated assumptions on discount rates, revenue trends, margins and future P/E expectations. Valuation Changes Fair Value: Raised from about €14.16 to around €16.67, implying a higher assessed value per share under the updated assumptions.

TEN: Softer Margins And Lower P/E Assumptions Will Weigh On Returns

Analysts have reduced their fair value estimate for Tenaris slightly, from $14.41 to $14.16. This change reflects small adjustments to assumptions around revenue trends, profit margins and the future P/E multiple.

Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist

Jan 24
Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist

TEN: Buybacks And Dividend Will Conceal Weakening Earnings And Compressed Multiple

Analysts have nudged their fair value estimate for Tenaris slightly higher to $14.41 from $14.38, citing updated assumptions for a smaller revenue decline, a modestly higher profit margin of about 14.25%, and a lower future P/E of roughly 11.97x. What's in the News From July 1, 2025 to September 30, 2025, Tenaris repurchased 19,965,687 shares, representing 1.89% of its shares, for a total of $351 million under its ongoing buyback program (Key Developments).

TEN: Buyback Completion And Interim Dividend Will Support Steady Valuation Outlook

Analysts have slightly adjusted their price target on Tenaris to US$18.60 from US$18.67, citing small updates to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News Completion of a share buyback program, with 33,059,955 shares repurchased for US$588 million, representing 3.11% of outstanding shares under the program announced on June 14, 2025 (company filing).

TEN: Share Buybacks And Dividends Will Mask Weakening Earnings Power

Analysts have raised their price target on Tenaris from approximately $13.28 to $14.38 per share, reflecting expectations for slightly stronger revenue trends, improved profit margins, and a modestly lower discount rate that together support a higher fair value multiple. What's in the News Completed a share buyback of 33,059,955 shares, representing 3.11% of capital, for a total of $588 million under the program announced on June 14, 2025.

TEN: Buyback Completion And Interim Dividend Will Support Steady Outlook

Narrative Update on Tenaris Analysts have raised their fair value estimate for Tenaris modestly to approximately $18.67 from about $18.54, citing slightly higher long term revenue growth expectations, a small uplift in projected profit margins, and a marginally richer future price to earnings multiple. What's in the News Tenaris reported completing a major share repurchase program, buying back 33,059,955 shares since June 14, 2025, equivalent to 3.11% of shares outstanding, for a total of $588 million (company filing).

The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet

Dec 08
The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet

TEN: Interim Dividend And Share Buyback Completion Will Support Steady Outlook

Analysts have slightly lowered their price target for Tenaris, now estimating fair value at $18.54 per share compared to the previous $18.62. They cite moderated profit margin and revenue growth expectations for the company.

TEN: Interim Dividend And Revenue Outlook Will Support Steady Performance

Analysts have raised their price target for Tenaris from $17.83 to $18.62, citing improved revenue growth outlook and a lower discount rate as key factors supporting this upward revision. What's in the News Tenaris board approved payment of an interim dividend of $0.29 per share (or $0.58 per ADS), totaling approximately $300 million (Key Developments) Dividend payment date is set for November 26, 2025, with the record date on November 25, 2025 (Key Developments) Ex-dividend date for securities in the US is November 25, 2025; in Europe and Mexico, it is November 24, 2025 (Key Developments) Valuation Changes Fair Value Estimate has increased from $17.83 to $18.62 per share, reflecting a moderate upward adjustment.

The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Nov 02
The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Share Repurchases and Infrastructure Expansion Will Shape Future Opportunities and Risks

Analysts have slightly raised their price target for Tenaris from $17.81 to $17.83. They cite modest improvements in revenue growth projections and a marginally higher discount rate as key factors in the updated valuation.

Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet

Oct 24
Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Analysts have raised their price target for Tenaris from $17.58 to $17.81, citing improved profit margins and a slightly lower discount rate as contributing factors. What's in the News Tenaris completed the buyback of 13,094,268 shares, representing 1.22 percent, for $237 million under the program announced on June 14, 2025 (Key Developments).

Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)

Oct 03
Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Despite a notable decline in Tenaris’s future P/E ratio, indicating improved value or lower growth expectations, the consensus analyst price target remained unchanged at €17.58. What's in the News Tenaris completed the repurchase of 109,475,548 shares (9.64%) for $1,888.9 million under its previous buyback program.

Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 02
Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt

Jul 21
We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt

Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking

Jun 21
Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking

Results: Tenaris S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates

May 03
Results: Tenaris S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates
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New Offshore Projects In Brazil And Nigeria Will Improve Future Prospects Despite Revenue Challenges

Modernization and tech integration are boosting Tenaris’s productivity and likely enhancing margins and earnings.

配当金の支払いについて

今日May 02 2026配当落ち日May 18 2026配当支払日May 20 20262 days 配当落ちから次の16 days 、次の配当を受け取るために購入する。

決済の安定と成長

配当データの取得

安定した配当: TENの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: TENの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Tenaris 配当利回り対市場
TEN 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (TEN)2.8%
市場下位25% (IT)1.7%
市場トップ25% (IT)4.5%
業界平均 (Energy Services)4.0%
アナリスト予想 (TEN) (最長3年)3.0%

注目すべき配当: TENの配当金 ( 2.79% ) はItalian市場の配当金支払者の下位 25% ( 1.66% ) よりも高くなっています。

高配当: TENの配当金 ( 2.79% ) はItalian市場の配当金支払者の上位 25% ( 4.55% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: TENの 配当性向 ( 48.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: TENの 現金配当性向 ( 45.3% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/02 18:09
終値2026/04/30 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Tenaris S.A. 19 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。43

アナリスト機関
Francesco TaddeiBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)