RWE（RWE N）株式概要RWEアクティエンゲゼルシャフトは、ドイツ、英国、その他の欧州諸国、北米、および国際的な国々で、再生可能エネルギーおよび従来型エネルギー源から電力を発電・供給している。 詳細RWE N ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績2/6財務の健全性4/6配当金1/6報酬収益は年間8.28%増加すると予測されています リスク分析今後3年間の収益は年平均1%減少すると予測されている。 株式の流動性は非常に低い すべてのリスクチェックを見るRWE N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.19k5.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b46b2016201920222025202620282031Revenue €27.3bEarnings €4.7bAdvancedSet Fair ValueView all narrativesRWE Aktiengesellschaft 競合他社CGN PowerSymbol: SEHK:1816Market cap: HK$250.6bChina National Nuclear PowerSymbol: SHSE:601985Market cap: CN¥186.6bGulf DevelopmentSymbol: SET:GULFMarket cap: ฿896.4bNTPCSymbol: NSEI:NTPCMarket cap: ₹3.9t価格と性能株価の高値、安値、推移の概要RWE過去の株価現在の株価€1,185.2152週高値€1,185.2152週安値€696.41ベータ0.601ヶ月の変化n/a3ヶ月変化n/a1年変化64.93%3年間の変化n/a5年間の変化55.75%IPOからの変化31.95%最新ニュースお知らせ • Mar 13+ 1 more updateRWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026RWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.お知らせ • Nov 13+ 3 more updatesRWE Aktiengesellschaft to Report First Half, 2026 Results on Aug 13, 2026RWE Aktiengesellschaft announced that they will report first half, 2026 results on Aug 13, 2026Upcoming Dividend • Apr 25Upcoming dividend of €1.10 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (7.4%).Buy Or Sell Opportunity • Apr 15Now 29% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$762. The fair value is estimated to be Mex$589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are forecast to decline by 32% per annum over the same time period.Declared Dividend • Apr 05Dividend of €1.10 announcedShareholders will receive a dividend of €1.10. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 52% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 25Elliott Investment Management Urges RWE Aktiengesellschaft to Increase and Accelerate Share Buyback ProgramOn March 24, 2025, Elliott Investment Management LP announced its push for RWE Aktiengesellschaft to ramp up its share buyback program following a cut in its investment strategy.最新情報をもっと見るRecent updatesお知らせ • Mar 13+ 1 more updateRWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026RWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.お知らせ • Nov 13+ 3 more updatesRWE Aktiengesellschaft to Report First Half, 2026 Results on Aug 13, 2026RWE Aktiengesellschaft announced that they will report first half, 2026 results on Aug 13, 2026Upcoming Dividend • Apr 25Upcoming dividend of €1.10 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (7.4%).Buy Or Sell Opportunity • Apr 15Now 29% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$762. The fair value is estimated to be Mex$589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are forecast to decline by 32% per annum over the same time period.Declared Dividend • Apr 05Dividend of €1.10 announcedShareholders will receive a dividend of €1.10. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 52% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 25Elliott Investment Management Urges RWE Aktiengesellschaft to Increase and Accelerate Share Buyback ProgramOn March 24, 2025, Elliott Investment Management LP announced its push for RWE Aktiengesellschaft to ramp up its share buyback program following a cut in its investment strategy.New Risk • Mar 23New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 34% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Declared Dividend • Mar 22Dividend of €1.10 announcedShareholders will receive a dividend of €1.10. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 13% over the next 3 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 21+ 1 more updateRWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2025RWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 21Full year 2024 earnings released: EPS: €6.91 (vs €1.95 in FY 2023)Full year 2024 results: EPS: €6.91 (up from €1.95 in FY 2023). Revenue: €29.8b (up 4.2% from FY 2023). Net income: €5.14b (up 254% from FY 2023). Profit margin: 17% (up from 5.1% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Renewable Energy industry in South America.New Risk • Mar 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 35% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Mar 14RWE Reportedly Seeks Buyers for Amprion StakeRWE Aktiengesellschaft (XTRA:RWE) is initiating the first bidding round to sell its stake in local power grid operator Amprion GmbH, German paper Handelsblatt reported on March 13, 2025, citing people familiar with the matter. According to analysts’ estimate previously published by Reuters, the shareholding could be worth about EUR 1.6 billion ($1.73 billion). Handelsblatt said non-binding bids are to be submitted initially. A few weeks later, a second round with binding offers could follow. Sovereign wealth funds and pension funds are seen as possible buyers, including funds from Canada, Norway, or the Netherlands. The Qatari sovereign wealth fund Qatar Investment Authority (QIA) is also considered a potential candidate. In theory, the German state-owned development bank KfW, which belongs to the federal government, could also be an option. Amprion is 25.1% owned by RWE and 74.9% by investment company M31. The grid company operates an extra-high-voltage network of 11,000 kilometers, spanning from the North Sea to the Alps.お知らせ • Aug 15RWE Aktiengesellschaft (XTRA:RWE) announces an Equity Buyback for €25 million worth of its shares.RWE Aktiengesellschaft (XTRA:RWE) announces a share repurchase program. Under the program, the company will repurchase €25 million worth of its shares. The program serves the sole purpose of meeting obligations arising from an employee share program. The purchase price shall not exceed the higher of the last independent transaction and the current highest bid on the trading platform on which the acquisition is made. The program is valid till November 19, 2024.お知らせ • May 08RWE Reportedly Explores Options for Amprion StakeRWE Aktiengesellschaft (XTRA:RWE) is considering the option of selling its 25.1% stake in local power grid operator Amprion GmbH, German paper Handelsblatt reported on May 7, 2024. A sales process could possibly start later in 2024, the paper said, citing insiders. When contacted by Handelsblatt, RWE's spokesperson said: ‘Given the high capital requirements for grid expansion, we are currently examining various options and financing possibilities regarding our stake in Amprion.’ A potential buyer of RWE’s stake could be the German state. The government already owns shareholdings in transmission system operators 50 Hertz and TransnetBW and is in discussions to acquire the German operations of Dutch state-owned Tennet Holding BV.お知らせ • Apr 09RWE Aktiengesellschaft to Report Nine Months, 2024 Results on Nov 13, 2024RWE Aktiengesellschaft announced that they will report nine months, 2024 results on Nov 13, 2024お知らせ • Feb 17+ 1 more updateRWE Aktiengesellschaft to Report Q1, 2024 Results on May 15, 2024RWE Aktiengesellschaft announced that they will report Q1, 2024 results on May 15, 2024Declared Dividend • Jan 18Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 50% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.お知らせ • Nov 14RWE Aktiengesellschaft, Annual General Meeting, May 03, 2024RWE Aktiengesellschaft, Annual General Meeting, May 03, 2024.お知らせ • Oct 31Equinor, RWE Reportedly to Place Joint Bid in Norwegian Offshore TenderNorwegian oil and gas group Equinor ASA (OB:EQNR) intends to take part in the bidding for Norway's Sorlige Nordsjo II area that could host up to 1.5 GW of offshore wind turbine capacity, according to a Reuters report. The bid will come from a partnership between Equinor and German energy major RWE AG (XTRA:RWE), the Norwegian group's CEO Anders Opedal has said on the sidelines of its third-quarter earnings presentation. Potentially, Soerlige Nordsjoe II could become home to wind farms with a combined capacity of between 1.4 GW and 1.5 GW. Bidding for the zone was initiated in March together with a tender for the Utsira Nord offshore wind area, which is temporarily on hold. Once completed, the two tenders will pave the way for the construction of the first large offshore wind parks in Norwegian waters. State support for the development of Soerlige Nordsjoe II stands at NOK 23 billion (USD 2.05 billion /EUR 1.94 billion). The level of financing was extended this summer in order to mitigate the effects of rising inflation and increased supply chain costs. The competition will be open for submissions by November 15, 2023 following a recent revision of the bidding deadline.お知らせ • Sep 19RWE Aktiengesellschaft to Report Fiscal Year 2023 Results on Mar 14, 2024RWE Aktiengesellschaft announced that they will report fiscal year 2023 results at 9:00 AM, Central European Standard Time on Mar 14, 2024お知らせ • Aug 26CEPS, a.s. signed an agreement to acquire Rwe Gas Storage Cz, s.r.o. from RWE Aktiengesellschaft (XTRA:RWE) for €360 million.CEPS, a.s. signed an agreement to acquire Rwe Gas Storage Cz, s.r.o. from RWE Aktiengesellschaft (XTRA:RWE) for €360 million on August 24, 2023. The subject of the sale is the company including the entire workforce, consisting of 250 employees. CEPS, a.s. will finance the purchase in the short term from the surplus of its own resources and will also use proceeds from cross border capacity auctions. The purchase was approved by the Government of the Czech Republic. The transaction is expected to be closed in 2023. Barclays PLC acted as financial advisor to RWE Aktiengesellschaft in the transaction.お知らせ • Jun 30RWE Appoints Thomas Michel as COO Offshore Wind, Effective September 1, 2023RWE has appointed Dr Thomas Michel Chief Operating Officer (COO) of the company's Offshore Wind business as of 1 September 2023. Michel will take on responsibility for this newly created Board division as a very experienced manager who has worked at RWE for many years. The new board division has been set up in recognition of the growing number of offshore wind farms operated by RWE and to place even more management focus on the large projects under construction than before. Some of the upcoming tasks will include the construction and operation as well as engineering of RWE's offshore wind farms, and responsibility for Health, Safety, Security & Environment (HSSE). Thomas Michel has been working in the wind sector for almost 15 years. He has dedicated most of his career to ensuring the safe operation of offshore wind assets as well as the commissioning of new wind farms. These include RWE's offshore wind farm Kaskasi with 342 megawatts (MW) off the coast of Heligoland, as well as Triton Knoll. With capacity of 857 MW (RWE's share: 506 MW), Triton Knoll is the largest wind farm in operation thus far. Initially at E.ON, and then at RWE, Michel has been responsible for the operation and maintenance of the entire offshore wind fleet. Currently, the company has 19 offshore wind farms in operation in five countries, with a total installed capacity of 6.2 gigawatts (GW), with RWE holding a 3.3 GW share in these projects.お知らせ • May 20RWE Aktiengesellschaft to Report Q3, 2023 Results on Nov 14, 2023RWE Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 14, 2023お知らせ • May 11Iberdrola Denies Plan to Acquire RWESpanish power company Iberdrola, S.A. (BME:IBE) denied on Tuesday that it was looking into acquiring Germany’s biggest utility, RWE Aktiengesellschaft (XTRA:RWE), in a deal worth EUR 31 billion ($34.12 billion) as earlier reported by local media. Citing sources familiar with the matter, Spanish newspaper Okdiario said Iberdrola was working with JPMorgan Chase & Co. (NYSE:JPM) to “analyse the possibility” of acquiring RWE and the “advantages and disadvantages of the operation”. Asked by Reuters about a potential acquisition, a spokesperson for Iberdrola denied it. The deal, according to Okdiario, would take Iberdrola’s renewable energy business to new heights. RWE shares rose 1.67% on May 9, 2023.お知らせ • Feb 13RWE Aktiengesellschaft to Report First Half, 2023 Results on Aug 10, 2023RWE Aktiengesellschaft announced that they will report first half, 2023 results on Aug 10, 2023お知らせ • Feb 07RWE Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 21, 2023RWE Aktiengesellschaft announced that they will report fiscal year 2022 results on Mar 21, 2023お知らせ • Jan 26RWE Aktiengesellschaft Announces Dividend Target for Fiscal Year 2022RWE Aktiengesellschaft announced the dividend target remains at €0.90 per share for fiscal 2022.お知らせ • Nov 14RWE Aktiengesellschaft to Report Q1, 2023 Results on May 11, 2023RWE Aktiengesellschaft announced that they will report Q1, 2023 results on May 11, 2023Reported Earnings • Aug 12Second quarter 2022 earnings released: €0.12 loss per share (vs €0.80 profit in 2Q 2021)Second quarter 2022 results: €0.12 loss per share (down from €0.80 profit in 2Q 2021). Revenue: €8.25b (up 120% from 2Q 2021). Net loss: €83.0m (down 116% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 30% compared to a 20% growth forecast for the industry in Mexico.株主還元RWE NMX Renewable EnergyMX 市場7Dn/a-1.4%2.5%1Y64.9%29.3%20.3%株主還元を見る業界別リターン: RWE N過去 1 年間で29.3 % の収益を上げたMX Renewable Energy業界を上回りました。リターン対市場: RWE N過去 1 年間で20.3 % の収益を上げたMX市場を上回りました。価格変動Is RWE N's price volatile compared to industry and market?RWE N volatilityRWE N Average Weekly Movementn/aRenewable Energy Industry Average Movement4.9%Market Average Movement4.1%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.8%安定した株価: RWE Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のRWE Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト189819,345Markus Krebberwww.rwe.comRWEアクティエンゲゼルシャフトは、ドイツ、英国、その他の欧州諸国、北米、および国際的な国々で、再生可能エネルギーおよび従来型エネルギー源から電力を発電・供給している。同社は5つのセグメントで事業を展開している：洋上風力、陸上風力／ソーラー、フレキシブル発電、供給・取引、フェーズアウト・テクノロジーズ。風力、水力、太陽光、ガス、褐炭、バイオマスの発電を行っている。また、電力、ガス、エネルギー商品の取引、ガス貯蔵施設の運営、蓄電池事業、褐炭の採掘・精製も行っている。商業、工業、自治体の顧客にサービスを提供している。同社は1898年に設立され、ドイツのエッセンに本社を置いている。もっと見るRWE Aktiengesellschaft 基礎のまとめRWE の収益と売上を時価総額と比較するとどうか。RWE N 基礎統計学時価総額Mex$841.55b収益（TTM）Mex$63.41b売上高(TTM)Mex$371.81b13.3xPER（株価収益率2.3xP/SレシオRWE N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計RWE N 損益計算書（TTM）収益€18.36b売上原価€12.44b売上総利益€5.93bその他の費用€2.79b収益€3.13b直近の収益報告Dec 31, 2025次回決算日May 13, 2026一株当たり利益（EPS）4.43グロス・マージン32.27%純利益率17.05%有利子負債／自己資本比率40.6%RWE N の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.0%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 16:46終値2026/05/07 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RWE Aktiengesellschaft 18 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。37 アナリスト機関Jorge González SadornilBanco de Sabadell. S.A.Oscar Nájar RíosBanco SantanderPeter CramptonBarclays34 その他のアナリストを表示
お知らせ • Mar 13+ 1 more updateRWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026RWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Nov 13+ 3 more updatesRWE Aktiengesellschaft to Report First Half, 2026 Results on Aug 13, 2026RWE Aktiengesellschaft announced that they will report first half, 2026 results on Aug 13, 2026
Upcoming Dividend • Apr 25Upcoming dividend of €1.10 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (7.4%).
Buy Or Sell Opportunity • Apr 15Now 29% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$762. The fair value is estimated to be Mex$589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are forecast to decline by 32% per annum over the same time period.
Declared Dividend • Apr 05Dividend of €1.10 announcedShareholders will receive a dividend of €1.10. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 52% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 25Elliott Investment Management Urges RWE Aktiengesellschaft to Increase and Accelerate Share Buyback ProgramOn March 24, 2025, Elliott Investment Management LP announced its push for RWE Aktiengesellschaft to ramp up its share buyback program following a cut in its investment strategy.
お知らせ • Mar 13+ 1 more updateRWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026RWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Nov 13+ 3 more updatesRWE Aktiengesellschaft to Report First Half, 2026 Results on Aug 13, 2026RWE Aktiengesellschaft announced that they will report first half, 2026 results on Aug 13, 2026
Upcoming Dividend • Apr 25Upcoming dividend of €1.10 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 06 May 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (7.4%).
Buy Or Sell Opportunity • Apr 15Now 29% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$762. The fair value is estimated to be Mex$589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are forecast to decline by 32% per annum over the same time period.
Declared Dividend • Apr 05Dividend of €1.10 announcedShareholders will receive a dividend of €1.10. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 52% over the next 3 years. However, it would need to fall by 82% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 25Elliott Investment Management Urges RWE Aktiengesellschaft to Increase and Accelerate Share Buyback ProgramOn March 24, 2025, Elliott Investment Management LP announced its push for RWE Aktiengesellschaft to ramp up its share buyback program following a cut in its investment strategy.
New Risk • Mar 23New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 34% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Declared Dividend • Mar 22Dividend of €1.10 announcedShareholders will receive a dividend of €1.10. Ex-date: 2nd May 2025 Payment date: 6th May 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 13% over the next 3 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 21+ 1 more updateRWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2025RWE Aktiengesellschaft, Annual General Meeting, Apr 30, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: €6.91 (vs €1.95 in FY 2023)Full year 2024 results: EPS: €6.91 (up from €1.95 in FY 2023). Revenue: €29.8b (up 4.2% from FY 2023). Net income: €5.14b (up 254% from FY 2023). Profit margin: 17% (up from 5.1% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Renewable Energy industry in South America.
New Risk • Mar 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 35% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Mar 14RWE Reportedly Seeks Buyers for Amprion StakeRWE Aktiengesellschaft (XTRA:RWE) is initiating the first bidding round to sell its stake in local power grid operator Amprion GmbH, German paper Handelsblatt reported on March 13, 2025, citing people familiar with the matter. According to analysts’ estimate previously published by Reuters, the shareholding could be worth about EUR 1.6 billion ($1.73 billion). Handelsblatt said non-binding bids are to be submitted initially. A few weeks later, a second round with binding offers could follow. Sovereign wealth funds and pension funds are seen as possible buyers, including funds from Canada, Norway, or the Netherlands. The Qatari sovereign wealth fund Qatar Investment Authority (QIA) is also considered a potential candidate. In theory, the German state-owned development bank KfW, which belongs to the federal government, could also be an option. Amprion is 25.1% owned by RWE and 74.9% by investment company M31. The grid company operates an extra-high-voltage network of 11,000 kilometers, spanning from the North Sea to the Alps.
お知らせ • Aug 15RWE Aktiengesellschaft (XTRA:RWE) announces an Equity Buyback for €25 million worth of its shares.RWE Aktiengesellschaft (XTRA:RWE) announces a share repurchase program. Under the program, the company will repurchase €25 million worth of its shares. The program serves the sole purpose of meeting obligations arising from an employee share program. The purchase price shall not exceed the higher of the last independent transaction and the current highest bid on the trading platform on which the acquisition is made. The program is valid till November 19, 2024.
お知らせ • May 08RWE Reportedly Explores Options for Amprion StakeRWE Aktiengesellschaft (XTRA:RWE) is considering the option of selling its 25.1% stake in local power grid operator Amprion GmbH, German paper Handelsblatt reported on May 7, 2024. A sales process could possibly start later in 2024, the paper said, citing insiders. When contacted by Handelsblatt, RWE's spokesperson said: ‘Given the high capital requirements for grid expansion, we are currently examining various options and financing possibilities regarding our stake in Amprion.’ A potential buyer of RWE’s stake could be the German state. The government already owns shareholdings in transmission system operators 50 Hertz and TransnetBW and is in discussions to acquire the German operations of Dutch state-owned Tennet Holding BV.
お知らせ • Apr 09RWE Aktiengesellschaft to Report Nine Months, 2024 Results on Nov 13, 2024RWE Aktiengesellschaft announced that they will report nine months, 2024 results on Nov 13, 2024
お知らせ • Feb 17+ 1 more updateRWE Aktiengesellschaft to Report Q1, 2024 Results on May 15, 2024RWE Aktiengesellschaft announced that they will report Q1, 2024 results on May 15, 2024
Declared Dividend • Jan 18Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 50% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Nov 14RWE Aktiengesellschaft, Annual General Meeting, May 03, 2024RWE Aktiengesellschaft, Annual General Meeting, May 03, 2024.
お知らせ • Oct 31Equinor, RWE Reportedly to Place Joint Bid in Norwegian Offshore TenderNorwegian oil and gas group Equinor ASA (OB:EQNR) intends to take part in the bidding for Norway's Sorlige Nordsjo II area that could host up to 1.5 GW of offshore wind turbine capacity, according to a Reuters report. The bid will come from a partnership between Equinor and German energy major RWE AG (XTRA:RWE), the Norwegian group's CEO Anders Opedal has said on the sidelines of its third-quarter earnings presentation. Potentially, Soerlige Nordsjoe II could become home to wind farms with a combined capacity of between 1.4 GW and 1.5 GW. Bidding for the zone was initiated in March together with a tender for the Utsira Nord offshore wind area, which is temporarily on hold. Once completed, the two tenders will pave the way for the construction of the first large offshore wind parks in Norwegian waters. State support for the development of Soerlige Nordsjoe II stands at NOK 23 billion (USD 2.05 billion /EUR 1.94 billion). The level of financing was extended this summer in order to mitigate the effects of rising inflation and increased supply chain costs. The competition will be open for submissions by November 15, 2023 following a recent revision of the bidding deadline.
お知らせ • Sep 19RWE Aktiengesellschaft to Report Fiscal Year 2023 Results on Mar 14, 2024RWE Aktiengesellschaft announced that they will report fiscal year 2023 results at 9:00 AM, Central European Standard Time on Mar 14, 2024
お知らせ • Aug 26CEPS, a.s. signed an agreement to acquire Rwe Gas Storage Cz, s.r.o. from RWE Aktiengesellschaft (XTRA:RWE) for €360 million.CEPS, a.s. signed an agreement to acquire Rwe Gas Storage Cz, s.r.o. from RWE Aktiengesellschaft (XTRA:RWE) for €360 million on August 24, 2023. The subject of the sale is the company including the entire workforce, consisting of 250 employees. CEPS, a.s. will finance the purchase in the short term from the surplus of its own resources and will also use proceeds from cross border capacity auctions. The purchase was approved by the Government of the Czech Republic. The transaction is expected to be closed in 2023. Barclays PLC acted as financial advisor to RWE Aktiengesellschaft in the transaction.
お知らせ • Jun 30RWE Appoints Thomas Michel as COO Offshore Wind, Effective September 1, 2023RWE has appointed Dr Thomas Michel Chief Operating Officer (COO) of the company's Offshore Wind business as of 1 September 2023. Michel will take on responsibility for this newly created Board division as a very experienced manager who has worked at RWE for many years. The new board division has been set up in recognition of the growing number of offshore wind farms operated by RWE and to place even more management focus on the large projects under construction than before. Some of the upcoming tasks will include the construction and operation as well as engineering of RWE's offshore wind farms, and responsibility for Health, Safety, Security & Environment (HSSE). Thomas Michel has been working in the wind sector for almost 15 years. He has dedicated most of his career to ensuring the safe operation of offshore wind assets as well as the commissioning of new wind farms. These include RWE's offshore wind farm Kaskasi with 342 megawatts (MW) off the coast of Heligoland, as well as Triton Knoll. With capacity of 857 MW (RWE's share: 506 MW), Triton Knoll is the largest wind farm in operation thus far. Initially at E.ON, and then at RWE, Michel has been responsible for the operation and maintenance of the entire offshore wind fleet. Currently, the company has 19 offshore wind farms in operation in five countries, with a total installed capacity of 6.2 gigawatts (GW), with RWE holding a 3.3 GW share in these projects.
お知らせ • May 20RWE Aktiengesellschaft to Report Q3, 2023 Results on Nov 14, 2023RWE Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 14, 2023
お知らせ • May 11Iberdrola Denies Plan to Acquire RWESpanish power company Iberdrola, S.A. (BME:IBE) denied on Tuesday that it was looking into acquiring Germany’s biggest utility, RWE Aktiengesellschaft (XTRA:RWE), in a deal worth EUR 31 billion ($34.12 billion) as earlier reported by local media. Citing sources familiar with the matter, Spanish newspaper Okdiario said Iberdrola was working with JPMorgan Chase & Co. (NYSE:JPM) to “analyse the possibility” of acquiring RWE and the “advantages and disadvantages of the operation”. Asked by Reuters about a potential acquisition, a spokesperson for Iberdrola denied it. The deal, according to Okdiario, would take Iberdrola’s renewable energy business to new heights. RWE shares rose 1.67% on May 9, 2023.
お知らせ • Feb 13RWE Aktiengesellschaft to Report First Half, 2023 Results on Aug 10, 2023RWE Aktiengesellschaft announced that they will report first half, 2023 results on Aug 10, 2023
お知らせ • Feb 07RWE Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 21, 2023RWE Aktiengesellschaft announced that they will report fiscal year 2022 results on Mar 21, 2023
お知らせ • Jan 26RWE Aktiengesellschaft Announces Dividend Target for Fiscal Year 2022RWE Aktiengesellschaft announced the dividend target remains at €0.90 per share for fiscal 2022.
お知らせ • Nov 14RWE Aktiengesellschaft to Report Q1, 2023 Results on May 11, 2023RWE Aktiengesellschaft announced that they will report Q1, 2023 results on May 11, 2023
Reported Earnings • Aug 12Second quarter 2022 earnings released: €0.12 loss per share (vs €0.80 profit in 2Q 2021)Second quarter 2022 results: €0.12 loss per share (down from €0.80 profit in 2Q 2021). Revenue: €8.25b (up 120% from 2Q 2021). Net loss: €83.0m (down 116% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 30% compared to a 20% growth forecast for the industry in Mexico.
