View Financial HealthAker 配当と自社株買い配当金 基準チェック /36Aker配当を支払う会社であり、現在の利回りは4.2%で、収益によって十分にカバーされています。主要情報4.2%配当利回り0.07%バイバック利回り総株主利回り4.3%将来の配当利回り4.8%配当成長5.3%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向53%最近の配当と自社株買いの更新Upcoming Dividend • Apr 16Upcoming dividend of kr29.00 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 05 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Norwegian dividend payers (7.3%). Higher than average of industry peers (2.3%).Declared Dividend • Mar 27First half dividend of kr29.00 announcedShareholders will receive a dividend of kr29.00. Ex-date: 23rd April 2026 Payment date: 5th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 55x earnings). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6,062% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 25Aker Asa Proposes Cash Dividend for the Fiscal Year 2025, Payable on or About 5 May 2026Aker ASA's Board of Directors has decided to propose to the Annual General Meeting on 22 April 2026, to pay an ordinary dividend to Aker's shareholders of NOK 29.00 per share for the fiscal year 2025, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2026 based on the 2025 annual accounts. Last day including right: 22 April 2026. Ex-date: 23 April 2026. Record Date: 24 April 2026. Payment date: On or about 5 May 2026.お知らせ • Nov 04+ 1 more updateAker ASA Announces to Pay Cash Dividend , Payable on or About November 14, 2025Aker ASA decided to pay a cash dividend to shareholders in the fourth quarter 2025 of NOK 26.50 per share (in total NOK 2.0 billion), based on the 2024 annual accounts. Dividend amount: NOK 26.50 per share, Declared currency: NOK, Approval date: November 4, 2025, Last day incl. right: November 5, 2025, Ex-date: November 6, 2025, Record date: November 7, 2025, Payment date: on or about November 14, 2025.お知らせ • Apr 30Aker ASA Approves Cash Dividend for the Year 2024, Payable on or About 13 May 2025The Annual General Meeting of Aker ASA held on April 30, 2025, approved to distribute a dividend of NOK 26.50 per share for 2024. The dividend is payable to shareholders holding shares in the Company as per 30 April 2025. The shares will be traded ex-dividend on Oslo Stock Exchange from and including 2 May 2025. The dividend will be paid on or about 13 May 2025.Upcoming Dividend • Apr 25Upcoming dividend of kr26.50 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 13 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Norwegian dividend payers (9.2%). Higher than average of industry peers (2.5%).すべての更新を表示Recent updatesライブニュース • 10hAker BP Shifts Portfolio With Equinor in Major Norwegian Shelf Asset SwapEquinor and Aker BP agreed to swap interests across several Norwegian Continental Shelf licenses, including Troll-Fram (Ringvei Vest), Yggdrasil and Wisting. Under the deal, Equinor will divest interests in the Ringvei Vest area and the Frigg UK license to Aker BP, while increasing its stake in the Wisting discovery in the Barents Sea. Aker BP will transfer a 7.5% stake in Wisting to Equinor and, in return, receive a 19% stake in Ringvei Vest, aligning its portfolio more closely with North Sea assets and coordinated development plans. For you as an Aker investor, this kind of portfolio reshaping at Aker BP matters because Aker’s exposure runs through its holdings in the oil and gas sector, where license composition and project coordination can influence project economics and timelines. It is worth paying attention to how these asset swaps feed into future development decisions and capital allocation at Aker’s affiliated energy holdings, since changes in project focus or regulatory conditions on the Norwegian Continental Shelf can affect risk and return profiles over time.Buy Or Sell Opportunity • May 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to kr1,220. The fair value is estimated to be kr991, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Meanwhile, the company has become profitable.Price Target Changed • May 11Price target increased by 8.7% to kr1,133Up from kr1,042, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of kr1,124. Stock is up 81% over the past year. The company is forecast to post earnings per share of kr75.24 for next year compared to kr54.75 last year.Price Target Changed • May 05Price target increased by 7.7% to kr1,058Up from kr982, the current price target is an average from 5 analysts. New target price is 6.4% below last closing price of kr1,130. Stock is up 93% over the past year. The company is forecast to post earnings per share of kr75.24 for next year compared to kr54.75 last year.Upcoming Dividend • Apr 16Upcoming dividend of kr29.00 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 05 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Norwegian dividend payers (7.3%). Higher than average of industry peers (2.3%).分析記事 • Apr 04We Think Aker's (OB:AKER) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that Aker ASA's ( OB:AKER ) strong earnings didn't offer any surprises...Reported Earnings • Mar 29Full year 2025 earnings released: EPS: kr54.75 (vs kr14.15 loss in FY 2024)Full year 2025 results: EPS: kr54.75 (up from kr14.15 loss in FY 2024). Revenue: kr18.4b (up 43% from FY 2024). Net income: kr4.07b (up kr5.12b from FY 2024). Profit margin: 22% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Declared Dividend • Mar 27First half dividend of kr29.00 announcedShareholders will receive a dividend of kr29.00. Ex-date: 23rd April 2026 Payment date: 5th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 55x earnings). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6,062% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 25Aker Asa Proposes Cash Dividend for the Fiscal Year 2025, Payable on or About 5 May 2026Aker ASA's Board of Directors has decided to propose to the Annual General Meeting on 22 April 2026, to pay an ordinary dividend to Aker's shareholders of NOK 29.00 per share for the fiscal year 2025, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2026 based on the 2025 annual accounts. Last day including right: 22 April 2026. Ex-date: 23 April 2026. Record Date: 24 April 2026. Payment date: On or about 5 May 2026.Price Target Changed • Feb 17Price target increased by 7.6% to kr836Up from kr778, the current price target is an average from 4 analysts. New target price is 7.2% below last closing price of kr901. Stock is up 42% over the past year. The company posted a net loss per share of kr14.15 last year.New Risk • Feb 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Price Target Changed • Nov 05Price target increased by 8.1% to kr843Up from kr779, the current price target is an average from 2 analysts. New target price is 5.6% above last closing price of kr798. Stock is up 43% over the past year. The company posted a net loss per share of kr14.15 last year.お知らせ • Nov 04+ 1 more updateAker ASA Announces to Pay Cash Dividend , Payable on or About November 14, 2025Aker ASA decided to pay a cash dividend to shareholders in the fourth quarter 2025 of NOK 26.50 per share (in total NOK 2.0 billion), based on the 2024 annual accounts. Dividend amount: NOK 26.50 per share, Declared currency: NOK, Approval date: November 4, 2025, Last day incl. right: November 5, 2025, Ex-date: November 6, 2025, Record date: November 7, 2025, Payment date: on or about November 14, 2025.お知らせ • Oct 14Aker ASA and Nscale Global Holdings Ltd Appoints Kristian Røkke as Chief Executive Officer of Aker NscaleAker and Nscale Global Holdings Ltd. have completed the closing of the 50/50% joint venture in Narvik, Northern Norway. The new company, "Aker Nscale", will deliver secure, scalable, and energy-efficient infrastructure tailored for sovereign AI workloads across Europe. Kristian Røkke has been appointed Chief Executive Officer of the new company.お知らせ • Oct 02+ 5 more updatesAker ASA, Annual General Meeting, Apr 22, 2026Aker ASA, Annual General Meeting, Apr 22, 2026.分析記事 • Aug 28Aker's (OB:AKER) Returns On Capital Are Heading HigherIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jul 24There May Be Some Bright Spots In Aker's (OB:AKER) EarningsThe market for Aker ASA's ( OB:AKER ) shares didn't move much after it posted weak earnings recently. Our analysis...New Risk • Jul 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 27x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).分析記事 • Jun 20Aker (OB:AKER) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 25Returns On Capital Are Showing Encouraging Signs At Aker (OB:AKER)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • Apr 30Aker ASA Approves Cash Dividend for the Year 2024, Payable on or About 13 May 2025The Annual General Meeting of Aker ASA held on April 30, 2025, approved to distribute a dividend of NOK 26.50 per share for 2024. The dividend is payable to shareholders holding shares in the Company as per 30 April 2025. The shares will be traded ex-dividend on Oslo Stock Exchange from and including 2 May 2025. The dividend will be paid on or about 13 May 2025.Upcoming Dividend • Apr 25Upcoming dividend of kr26.50 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 13 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Norwegian dividend payers (9.2%). Higher than average of industry peers (2.5%).お知らせ • Apr 25Aker ASA Announces New Board Appointments, Effective 5 May, 2025Aker ASA announced that Election of employee representatives to the Board of Directors of Aker ASA has been held and the result of the election is as follows: Torstein Engevik, Liv Hege Birkeland Løken, Marit Hargemark, Elisabeth Engelsen, Edith Bjerkan, Sigurd Andre Maraas, Inger S. Tjensvoll Vadset, Stian Sjølund and Tore Ness were elected as deputy directors. The employee representatives were elected with effect from 5 May 2025 for a period of two years.Reported Earnings • Apr 04Full year 2024 earnings released: kr14.15 loss per share (vs kr39.10 profit in FY 2023)Full year 2024 results: kr14.15 loss per share (down from kr39.10 profit in FY 2023). Revenue: kr12.9b (down 11% from FY 2023). Net loss: kr1.05b (down 136% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Feb 14Aker ASA Proposes Cash Dividend for the Fiscal Year 2024The Board of Aker ASA has proposed a cash dividend of NOK 26.50 per share for the fiscal year 2024, to be disbursed in the second quarter of 2025. Consistent with the practice of previous years, the Board will also propose an authorization for an additional cash dividend to be distributed in the second half of 2025.New Risk • Feb 03New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.2% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Paying a dividend despite having no free cash flows.お知らせ • Nov 08Aker ASA, Annual General Meeting, Apr 30, 2025Aker ASA, Annual General Meeting, Apr 30, 2025.お知らせ • Nov 07+ 4 more updatesAker ASA to Report Q3, 2025 Results on Nov 04, 2025Aker ASA announced that they will report Q3, 2025 results on Nov 04, 2025お知らせ • Nov 06Aker Asa Approves Cash Dividend for 2024, Payable on or About November 19, 2024Aker ASA's Board of Directors has, based on the authorization approved by the General Meeting on 17 April 2024, decided to pay a cash dividend to Aker ASA's shareholders in the fourth quarter 2024 of NOK 35.50 per share (in total NOK 2.6 billion), based on the 2023 annual accounts. Last day incl. right is November 7, 2024. Ex-date is November 8, 2024. Record date is November 11, 2024. Payment date: On or about November 19, 2024. Date of approval: November 6, 2024.Buy Or Sell Opportunity • Oct 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to kr552. The fair value is estimated to be kr699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to kr555. The fair value is estimated to be kr699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Sep 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to kr552. The fair value is estimated to be kr699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Jul 18First half 2024 earnings released: kr14.89 loss per share (vs kr18.41 loss in 1H 2023)First half 2024 results: kr14.89 loss per share (improved from kr18.41 loss in 1H 2023). Revenue: kr6.10b (up 88% from 1H 2023). Net loss: kr1.11b (loss narrowed 19% from 1H 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Apr 17Aker ASA Approves Ordinary Dividend for the Fiscal Year 2023, Payable on or About 29 April 2024Aker ASA's Board of Directors at its Annual General Meeting on 17 April 2024, approved to pay an ordinary dividend to Aker's shareholders of NOK 15.50 per share for the fiscal year 2023, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2024 based on the 2023 annual accounts. The dividend is payable to shareholders holding shares in the Company as per 17 April 2024. The shares will be traded ex-dividend on Oslo Stock Exchange from and including 18 April 2024. The dividend will be paid on or about 29 April 2024.Upcoming Dividend • Apr 12Upcoming dividend of kr15.50 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Norwegian dividend payers (7.6%). Higher than average of industry peers (2.7%).Declared Dividend • Mar 29Final dividend increased to kr15.50Dividend of kr15.50 is 3.3% higher than last year. Ex-date: 18th April 2024 Payment date: 29th April 2024 Dividend yield will be 4.9%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (40% 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 by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 24Full year 2023 earnings released: EPS: kr39.10 (vs kr190 in FY 2022)Full year 2023 results: EPS: kr39.10 (down from kr190 in FY 2022). Revenue: kr14.5b (down 45% from FY 2022). Net income: kr2.91b (down 80% from FY 2022). Profit margin: 20% (down from 54% in FY 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 21Aker ASA Proposes Ordinary Dividend for the Fiscal Year 2023, Payable on or About 29 April 2024Aker ASA's Board of Directors has decided to propose to the Annual General Meeting on 17 April 2024, to pay an ordinary dividend to Aker's shareholders of NOK 15.50 per share for the fiscal year 2023, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2024 based on the 2023 annual accounts. Ex-date: 18 April 2024. Record Date: 19 April 2024. Payment date: On or about 29 April 2024.New Risk • Feb 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Significant insider selling over the past 3 months (kr4.1m sold).Recent Insider Transactions • Nov 20Insider recently sold kr4.1m worth of stockOn the 15th of November, Atle Kigen sold around 6k shares on-market at roughly kr689 per share. This transaction amounted to 68% 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 the only on-market transaction from insiders over the last 12 months.Price Target Changed • Nov 07Price target decreased by 7.2% to kr859Down from kr925, the current price target is an average from 4 analysts. New target price is 30% above last closing price of kr662. Stock is down 16% over the past year. The company is forecast to post earnings per share of kr33.93 for next year compared to kr190 last year.お知らせ • Nov 03+ 1 more updateAker ASA Announces to Pay A Cash Dividend, Payable on or About 17 November 2023Aker ASA, based on the authorization approved by the General Meeting on 21 April 2023, decided to pay a cash dividend to Aker ASA's shareholders of NOK 15.00 per share. The dividend is based on the 2022 annual accounts. Last day including right: 6 November 2023; Ex-date: 7 November 2023; Record date: 8 November 2023; Payment date: On or about 17 November 2023; Approval date: 2 November 2023.お知らせ • Sep 26+ 5 more updatesAker ASA to Report Fiscal Year 2023 Results on Mar 22, 2024Aker ASA announced that they will report fiscal year 2023 results on Mar 22, 2024New Risk • Jul 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Reported Earnings • Jul 19First half 2023 earnings released: kr26.31 loss per share (vs kr202 profit in 1H 2022)First half 2023 results: kr26.31 loss per share (down from kr202 profit in 1H 2022). Revenue: kr7.15b (down 64% from 1H 2022). Net loss: kr1.96b (down 113% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jun 16Price target decreased by 10% to kr871Down from kr973, the current price target is an average from 4 analysts. New target price is 39% above last closing price of kr627. Stock is down 25% over the past year. The company is forecast to post earnings per share of kr33.93 for next year compared to kr190 last year.Upcoming Dividend • Apr 17Upcoming dividend of kr15.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 24 April 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Norwegian dividend payers (8.1%). Higher than average of industry peers (2.8%).Reported Earnings • Apr 02Full year 2022 earnings released: EPS: kr190 (vs kr21.28 in FY 2021)Full year 2022 results: EPS: kr190 (up from kr21.28 in FY 2021). Revenue: kr26.4b (up 196% from FY 2021). Net income: kr14.1b (up kr12.6b from FY 2021). Profit margin: 54% (up from 18% in FY 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Deputy Chairman Frank Reite was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 13Chief Financial Officer recently bought kr617k worth of stockOn the 10th of November, Svein Stoknes bought around 1k shares on-market at roughly kr617 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Svein's only on-market trade for the last 12 months.お知らせ • Nov 05+ 3 more updatesAker ASA to Report Fiscal Year 2022 Results on Mar 29, 2023Aker ASA announced that they will report fiscal year 2022 results on Mar 29, 2023Reported Earnings • Aug 18First half 2022 earnings released: EPS: kr202 (vs kr8.91 loss in 1H 2021)First half 2022 results: EPS: kr202 (up from kr8.91 loss in 1H 2021). Revenue: kr20.0b (up kr16.8b from 1H 2021). Net income: kr15.0b (up kr15.7b from 1H 2021). Profit margin: 75% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 13Price target increased to kr1,003Up from kr930, the current price target is provided by 1 analyst. New target price is 23% above last closing price of kr814. Stock is up 32% over the past year. The company is forecast to post earnings per share of kr30.74 for next year compared to kr20.35 last year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Deputy Chairman Frank Reite was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 18Upcoming dividend of kr14.50 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Norwegian dividend payers (6.1%). Higher than average of industry peers (2.7%).決済の安定と成長配当データの取得安定した配当: AKER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: AKER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Aker 配当利回り対市場AKER 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 (AKER)4.2%市場下位25% (NO)3.1%市場トップ25% (NO)7.3%業界平均 (Industrials)2.1%アナリスト予想 (AKER) (最長3年)4.8%注目すべき配当: AKERの配当金 ( 4.2% ) はNorwegian市場の配当金支払者の下位 25% ( 3.05% ) よりも高くなっています。高配当: AKERの配当金 ( 4.2% ) はNorwegian市場の配当金支払者の上位 25% ( 7.27% ) 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: AKERの配当金は、合理的な 配当性向 ( 53% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: AKERは高い 現金配当性向 ( 285.1% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。高配当企業の発掘7D1Y7D1Y7D1YNO 市場の強力な配当支払い企業。View Management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2026/05/22 08:15終値2026/05/22 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Aker ASA 0 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。6 アナリスト機関Chr. Frederik LundeCarnegie Investment Bank ABVidar LyngværDanske BankHelene BrondboDNB Carnegie3 その他のアナリストを表示
Upcoming Dividend • Apr 16Upcoming dividend of kr29.00 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 05 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Norwegian dividend payers (7.3%). Higher than average of industry peers (2.3%).
Declared Dividend • Mar 27First half dividend of kr29.00 announcedShareholders will receive a dividend of kr29.00. Ex-date: 23rd April 2026 Payment date: 5th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 55x earnings). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6,062% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 25Aker Asa Proposes Cash Dividend for the Fiscal Year 2025, Payable on or About 5 May 2026Aker ASA's Board of Directors has decided to propose to the Annual General Meeting on 22 April 2026, to pay an ordinary dividend to Aker's shareholders of NOK 29.00 per share for the fiscal year 2025, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2026 based on the 2025 annual accounts. Last day including right: 22 April 2026. Ex-date: 23 April 2026. Record Date: 24 April 2026. Payment date: On or about 5 May 2026.
お知らせ • Nov 04+ 1 more updateAker ASA Announces to Pay Cash Dividend , Payable on or About November 14, 2025Aker ASA decided to pay a cash dividend to shareholders in the fourth quarter 2025 of NOK 26.50 per share (in total NOK 2.0 billion), based on the 2024 annual accounts. Dividend amount: NOK 26.50 per share, Declared currency: NOK, Approval date: November 4, 2025, Last day incl. right: November 5, 2025, Ex-date: November 6, 2025, Record date: November 7, 2025, Payment date: on or about November 14, 2025.
お知らせ • Apr 30Aker ASA Approves Cash Dividend for the Year 2024, Payable on or About 13 May 2025The Annual General Meeting of Aker ASA held on April 30, 2025, approved to distribute a dividend of NOK 26.50 per share for 2024. The dividend is payable to shareholders holding shares in the Company as per 30 April 2025. The shares will be traded ex-dividend on Oslo Stock Exchange from and including 2 May 2025. The dividend will be paid on or about 13 May 2025.
Upcoming Dividend • Apr 25Upcoming dividend of kr26.50 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 13 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Norwegian dividend payers (9.2%). Higher than average of industry peers (2.5%).
ライブニュース • 10hAker BP Shifts Portfolio With Equinor in Major Norwegian Shelf Asset SwapEquinor and Aker BP agreed to swap interests across several Norwegian Continental Shelf licenses, including Troll-Fram (Ringvei Vest), Yggdrasil and Wisting. Under the deal, Equinor will divest interests in the Ringvei Vest area and the Frigg UK license to Aker BP, while increasing its stake in the Wisting discovery in the Barents Sea. Aker BP will transfer a 7.5% stake in Wisting to Equinor and, in return, receive a 19% stake in Ringvei Vest, aligning its portfolio more closely with North Sea assets and coordinated development plans. For you as an Aker investor, this kind of portfolio reshaping at Aker BP matters because Aker’s exposure runs through its holdings in the oil and gas sector, where license composition and project coordination can influence project economics and timelines. It is worth paying attention to how these asset swaps feed into future development decisions and capital allocation at Aker’s affiliated energy holdings, since changes in project focus or regulatory conditions on the Norwegian Continental Shelf can affect risk and return profiles over time.
Buy Or Sell Opportunity • May 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to kr1,220. The fair value is estimated to be kr991, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Meanwhile, the company has become profitable.
Price Target Changed • May 11Price target increased by 8.7% to kr1,133Up from kr1,042, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of kr1,124. Stock is up 81% over the past year. The company is forecast to post earnings per share of kr75.24 for next year compared to kr54.75 last year.
Price Target Changed • May 05Price target increased by 7.7% to kr1,058Up from kr982, the current price target is an average from 5 analysts. New target price is 6.4% below last closing price of kr1,130. Stock is up 93% over the past year. The company is forecast to post earnings per share of kr75.24 for next year compared to kr54.75 last year.
Upcoming Dividend • Apr 16Upcoming dividend of kr29.00 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 05 May 2026. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Norwegian dividend payers (7.3%). Higher than average of industry peers (2.3%).
分析記事 • Apr 04We Think Aker's (OB:AKER) Profit Is Only A Baseline For What They Can AchieveThe subdued stock price reaction suggests that Aker ASA's ( OB:AKER ) strong earnings didn't offer any surprises...
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: kr54.75 (vs kr14.15 loss in FY 2024)Full year 2025 results: EPS: kr54.75 (up from kr14.15 loss in FY 2024). Revenue: kr18.4b (up 43% from FY 2024). Net income: kr4.07b (up kr5.12b from FY 2024). Profit margin: 22% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 27First half dividend of kr29.00 announcedShareholders will receive a dividend of kr29.00. Ex-date: 23rd April 2026 Payment date: 5th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 55x earnings). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6,062% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 25Aker Asa Proposes Cash Dividend for the Fiscal Year 2025, Payable on or About 5 May 2026Aker ASA's Board of Directors has decided to propose to the Annual General Meeting on 22 April 2026, to pay an ordinary dividend to Aker's shareholders of NOK 29.00 per share for the fiscal year 2025, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2026 based on the 2025 annual accounts. Last day including right: 22 April 2026. Ex-date: 23 April 2026. Record Date: 24 April 2026. Payment date: On or about 5 May 2026.
Price Target Changed • Feb 17Price target increased by 7.6% to kr836Up from kr778, the current price target is an average from 4 analysts. New target price is 7.2% below last closing price of kr901. Stock is up 42% over the past year. The company posted a net loss per share of kr14.15 last year.
New Risk • Feb 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Price Target Changed • Nov 05Price target increased by 8.1% to kr843Up from kr779, the current price target is an average from 2 analysts. New target price is 5.6% above last closing price of kr798. Stock is up 43% over the past year. The company posted a net loss per share of kr14.15 last year.
お知らせ • Nov 04+ 1 more updateAker ASA Announces to Pay Cash Dividend , Payable on or About November 14, 2025Aker ASA decided to pay a cash dividend to shareholders in the fourth quarter 2025 of NOK 26.50 per share (in total NOK 2.0 billion), based on the 2024 annual accounts. Dividend amount: NOK 26.50 per share, Declared currency: NOK, Approval date: November 4, 2025, Last day incl. right: November 5, 2025, Ex-date: November 6, 2025, Record date: November 7, 2025, Payment date: on or about November 14, 2025.
お知らせ • Oct 14Aker ASA and Nscale Global Holdings Ltd Appoints Kristian Røkke as Chief Executive Officer of Aker NscaleAker and Nscale Global Holdings Ltd. have completed the closing of the 50/50% joint venture in Narvik, Northern Norway. The new company, "Aker Nscale", will deliver secure, scalable, and energy-efficient infrastructure tailored for sovereign AI workloads across Europe. Kristian Røkke has been appointed Chief Executive Officer of the new company.
お知らせ • Oct 02+ 5 more updatesAker ASA, Annual General Meeting, Apr 22, 2026Aker ASA, Annual General Meeting, Apr 22, 2026.
分析記事 • Aug 28Aker's (OB:AKER) Returns On Capital Are Heading HigherIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jul 24There May Be Some Bright Spots In Aker's (OB:AKER) EarningsThe market for Aker ASA's ( OB:AKER ) shares didn't move much after it posted weak earnings recently. Our analysis...
New Risk • Jul 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 27x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
分析記事 • Jun 20Aker (OB:AKER) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 25Returns On Capital Are Showing Encouraging Signs At Aker (OB:AKER)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • Apr 30Aker ASA Approves Cash Dividend for the Year 2024, Payable on or About 13 May 2025The Annual General Meeting of Aker ASA held on April 30, 2025, approved to distribute a dividend of NOK 26.50 per share for 2024. The dividend is payable to shareholders holding shares in the Company as per 30 April 2025. The shares will be traded ex-dividend on Oslo Stock Exchange from and including 2 May 2025. The dividend will be paid on or about 13 May 2025.
Upcoming Dividend • Apr 25Upcoming dividend of kr26.50 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 13 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Norwegian dividend payers (9.2%). Higher than average of industry peers (2.5%).
お知らせ • Apr 25Aker ASA Announces New Board Appointments, Effective 5 May, 2025Aker ASA announced that Election of employee representatives to the Board of Directors of Aker ASA has been held and the result of the election is as follows: Torstein Engevik, Liv Hege Birkeland Løken, Marit Hargemark, Elisabeth Engelsen, Edith Bjerkan, Sigurd Andre Maraas, Inger S. Tjensvoll Vadset, Stian Sjølund and Tore Ness were elected as deputy directors. The employee representatives were elected with effect from 5 May 2025 for a period of two years.
Reported Earnings • Apr 04Full year 2024 earnings released: kr14.15 loss per share (vs kr39.10 profit in FY 2023)Full year 2024 results: kr14.15 loss per share (down from kr39.10 profit in FY 2023). Revenue: kr12.9b (down 11% from FY 2023). Net loss: kr1.05b (down 136% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 14Aker ASA Proposes Cash Dividend for the Fiscal Year 2024The Board of Aker ASA has proposed a cash dividend of NOK 26.50 per share for the fiscal year 2024, to be disbursed in the second quarter of 2025. Consistent with the practice of previous years, the Board will also propose an authorization for an additional cash dividend to be distributed in the second half of 2025.
New Risk • Feb 03New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (4.2% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Paying a dividend despite having no free cash flows.
お知らせ • Nov 08Aker ASA, Annual General Meeting, Apr 30, 2025Aker ASA, Annual General Meeting, Apr 30, 2025.
お知らせ • Nov 07+ 4 more updatesAker ASA to Report Q3, 2025 Results on Nov 04, 2025Aker ASA announced that they will report Q3, 2025 results on Nov 04, 2025
お知らせ • Nov 06Aker Asa Approves Cash Dividend for 2024, Payable on or About November 19, 2024Aker ASA's Board of Directors has, based on the authorization approved by the General Meeting on 17 April 2024, decided to pay a cash dividend to Aker ASA's shareholders in the fourth quarter 2024 of NOK 35.50 per share (in total NOK 2.6 billion), based on the 2023 annual accounts. Last day incl. right is November 7, 2024. Ex-date is November 8, 2024. Record date is November 11, 2024. Payment date: On or about November 19, 2024. Date of approval: November 6, 2024.
Buy Or Sell Opportunity • Oct 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to kr552. The fair value is estimated to be kr699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to kr555. The fair value is estimated to be kr699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Sep 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to kr552. The fair value is estimated to be kr699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Jul 18First half 2024 earnings released: kr14.89 loss per share (vs kr18.41 loss in 1H 2023)First half 2024 results: kr14.89 loss per share (improved from kr18.41 loss in 1H 2023). Revenue: kr6.10b (up 88% from 1H 2023). Net loss: kr1.11b (loss narrowed 19% from 1H 2023). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Apr 17Aker ASA Approves Ordinary Dividend for the Fiscal Year 2023, Payable on or About 29 April 2024Aker ASA's Board of Directors at its Annual General Meeting on 17 April 2024, approved to pay an ordinary dividend to Aker's shareholders of NOK 15.50 per share for the fiscal year 2023, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2024 based on the 2023 annual accounts. The dividend is payable to shareholders holding shares in the Company as per 17 April 2024. The shares will be traded ex-dividend on Oslo Stock Exchange from and including 18 April 2024. The dividend will be paid on or about 29 April 2024.
Upcoming Dividend • Apr 12Upcoming dividend of kr15.50 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Norwegian dividend payers (7.6%). Higher than average of industry peers (2.7%).
Declared Dividend • Mar 29Final dividend increased to kr15.50Dividend of kr15.50 is 3.3% higher than last year. Ex-date: 18th April 2024 Payment date: 29th April 2024 Dividend yield will be 4.9%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by earnings (40% 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 by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 24Full year 2023 earnings released: EPS: kr39.10 (vs kr190 in FY 2022)Full year 2023 results: EPS: kr39.10 (down from kr190 in FY 2022). Revenue: kr14.5b (down 45% from FY 2022). Net income: kr2.91b (down 80% from FY 2022). Profit margin: 20% (down from 54% in FY 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 21Aker ASA Proposes Ordinary Dividend for the Fiscal Year 2023, Payable on or About 29 April 2024Aker ASA's Board of Directors has decided to propose to the Annual General Meeting on 17 April 2024, to pay an ordinary dividend to Aker's shareholders of NOK 15.50 per share for the fiscal year 2023, and that the Annual General Meeting authorizes the Board to adopt an additional dividend during 2024 based on the 2023 annual accounts. Ex-date: 18 April 2024. Record Date: 19 April 2024. Payment date: On or about 29 April 2024.
New Risk • Feb 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Significant insider selling over the past 3 months (kr4.1m sold).
Recent Insider Transactions • Nov 20Insider recently sold kr4.1m worth of stockOn the 15th of November, Atle Kigen sold around 6k shares on-market at roughly kr689 per share. This transaction amounted to 68% 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 the only on-market transaction from insiders over the last 12 months.
Price Target Changed • Nov 07Price target decreased by 7.2% to kr859Down from kr925, the current price target is an average from 4 analysts. New target price is 30% above last closing price of kr662. Stock is down 16% over the past year. The company is forecast to post earnings per share of kr33.93 for next year compared to kr190 last year.
お知らせ • Nov 03+ 1 more updateAker ASA Announces to Pay A Cash Dividend, Payable on or About 17 November 2023Aker ASA, based on the authorization approved by the General Meeting on 21 April 2023, decided to pay a cash dividend to Aker ASA's shareholders of NOK 15.00 per share. The dividend is based on the 2022 annual accounts. Last day including right: 6 November 2023; Ex-date: 7 November 2023; Record date: 8 November 2023; Payment date: On or about 17 November 2023; Approval date: 2 November 2023.
お知らせ • Sep 26+ 5 more updatesAker ASA to Report Fiscal Year 2023 Results on Mar 22, 2024Aker ASA announced that they will report fiscal year 2023 results on Mar 22, 2024
New Risk • Jul 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.5% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Reported Earnings • Jul 19First half 2023 earnings released: kr26.31 loss per share (vs kr202 profit in 1H 2022)First half 2023 results: kr26.31 loss per share (down from kr202 profit in 1H 2022). Revenue: kr7.15b (down 64% from 1H 2022). Net loss: kr1.96b (down 113% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jun 16Price target decreased by 10% to kr871Down from kr973, the current price target is an average from 4 analysts. New target price is 39% above last closing price of kr627. Stock is down 25% over the past year. The company is forecast to post earnings per share of kr33.93 for next year compared to kr190 last year.
Upcoming Dividend • Apr 17Upcoming dividend of kr15.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 24 April 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Norwegian dividend payers (8.1%). Higher than average of industry peers (2.8%).
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: kr190 (vs kr21.28 in FY 2021)Full year 2022 results: EPS: kr190 (up from kr21.28 in FY 2021). Revenue: kr26.4b (up 196% from FY 2021). Net income: kr14.1b (up kr12.6b from FY 2021). Profit margin: 54% (up from 18% in FY 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Deputy Chairman Frank Reite was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 13Chief Financial Officer recently bought kr617k worth of stockOn the 10th of November, Svein Stoknes bought around 1k shares on-market at roughly kr617 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Svein's only on-market trade for the last 12 months.
お知らせ • Nov 05+ 3 more updatesAker ASA to Report Fiscal Year 2022 Results on Mar 29, 2023Aker ASA announced that they will report fiscal year 2022 results on Mar 29, 2023
Reported Earnings • Aug 18First half 2022 earnings released: EPS: kr202 (vs kr8.91 loss in 1H 2021)First half 2022 results: EPS: kr202 (up from kr8.91 loss in 1H 2021). Revenue: kr20.0b (up kr16.8b from 1H 2021). Net income: kr15.0b (up kr15.7b from 1H 2021). Profit margin: 75% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 13Price target increased to kr1,003Up from kr930, the current price target is provided by 1 analyst. New target price is 23% above last closing price of kr814. Stock is up 32% over the past year. The company is forecast to post earnings per share of kr30.74 for next year compared to kr20.35 last year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Deputy Chairman Frank Reite was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 18Upcoming dividend of kr14.50 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Norwegian dividend payers (6.1%). Higher than average of industry peers (2.7%).