Yara International（YAR）株式概要
ヤラ・インターナショナルASAはノルウェー、欧州連合、ヨーロッパ、アフリカ、アジア、北米、中南米、オーストラリア、ニュージーランドで農作物栄養と産業用ソリューションを提供している。 詳細
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Analyst Price Targets
Yara International ASA 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NOK 453.80 |
| 52週高値 | NOK 599.40 |
| 52週安値 | NOK 353.40 |
| ベータ | 0.24 |
| 1ヶ月の変化 | 8.62% |
| 3ヶ月変化 | 2.67% |
| 1年変化 | 25.15% |
| 3年間の変化 | 11.66% |
| 5年間の変化 | 11.06% |
| IPOからの変化 | 789.80% |
最新ニュース
ナラティブ更新 • Sep 03
YAR: Management Discipline And Renewable Ammonia Partnership Will Drive Re Rating
Yara International’s analyst price target has been revised lower to NOK 580 from NOK 615.71 as analysts factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions, even as they continue to highlight the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International reflects a more cautious stance on fertilizer markets and farmer income expectations, yet analysts still point to areas that could support the stock over time.
ナラティブ更新 • Aug 20
YAR: Weaker Fertilizer Prices And Higher Gas Costs Will Pressure Returns
Analysts have trimmed their fair value estimate for Yara International from NOK 390 to NOK 370. This reflects lower Street price targets in the NOK 445 to NOK 480 range and updated expectations for fertilizer pricing, farmer incomes and gas costs.
ナラティブ更新 • Aug 03
YAR: Softer Fertilizer Markets And Gas Costs Will Shape Future Repricing
Analysts have trimmed the fair value estimate for Yara International to about NOK 487 from about NOK 520, reflecting lower Street price targets in the NOK 445 to NOK 480 range and more cautious assumptions on the agriculture backdrop and fertilizer pricing. Analyst Commentary Recent Street research on Yara International points to a more cautious tone, with several firms trimming price targets into the NOK 445 to NOK 480 range and shifting ratings toward neutral stances.ナラティブ更新 • Jul 20
YAR: Rising Margin Outlook And Management Discipline Will Drive Re Rating
The updated analyst price target for Yara International has been reduced from about NOK 650 to around NOK 616. This reflects analysts' views of a weaker agricultural backdrop, softer fertilizer pricing, pressure on farmer incomes, more cautious sentiment and higher gas cost assumptions, even as they still point to solid management and capital allocation.Recent updates
ナラティブ更新 • Sep 03
YAR: Management Discipline And Renewable Ammonia Partnership Will Drive Re Rating
Yara International’s analyst price target has been revised lower to NOK 580 from NOK 615.71 as analysts factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions, even as they continue to highlight the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International reflects a more cautious stance on fertilizer markets and farmer income expectations, yet analysts still point to areas that could support the stock over time.ナラティブ更新 • Aug 20
YAR: Weaker Fertilizer Prices And Higher Gas Costs Will Pressure Returns
Analysts have trimmed their fair value estimate for Yara International from NOK 390 to NOK 370. This reflects lower Street price targets in the NOK 445 to NOK 480 range and updated expectations for fertilizer pricing, farmer incomes and gas costs.ナラティブ更新 • Aug 03
YAR: Softer Fertilizer Markets And Gas Costs Will Shape Future Repricing
Analysts have trimmed the fair value estimate for Yara International to about NOK 487 from about NOK 520, reflecting lower Street price targets in the NOK 445 to NOK 480 range and more cautious assumptions on the agriculture backdrop and fertilizer pricing. Analyst Commentary Recent Street research on Yara International points to a more cautious tone, with several firms trimming price targets into the NOK 445 to NOK 480 range and shifting ratings toward neutral stances.ナラティブ更新 • Jul 20
YAR: Rising Margin Outlook And Management Discipline Will Drive Re Rating
The updated analyst price target for Yara International has been reduced from about NOK 650 to around NOK 616. This reflects analysts' views of a weaker agricultural backdrop, softer fertilizer pricing, pressure on farmer incomes, more cautious sentiment and higher gas cost assumptions, even as they still point to solid management and capital allocation.ナラティブ更新 • Jul 06
YAR: Weaker Fertilizer Markets And Higher Gas Costs Will Pressure Margins
Yara International's analyst fair value estimate has moved from NOK 370.59 to NOK 390.00, as analysts adjust for weaker fertilizer pricing, softer farmer income expectations and higher gas cost assumptions, while still acknowledging the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International points to a more cautious stance, with several bearish analysts revisiting both ratings and price targets as they factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions.ナラティブ更新 • Jun 22
YAR: Higher Earnings Quality And Richer Future P/E Will Drive Repricing
Analysts have lifted the implied fair value for Yara International from NOK 385.99 to NOK 519.86, citing updated assumptions around modest revenue growth, slightly higher profit margins, and a higher future P/E multiple, despite a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research on Yara International shows a split view, with several bullish analysts lifting price targets and a few bearish analysts stepping back or downgrading the stock.ナラティブ更新 • Jun 06
YAR: Rising Margin Expectations Will Drive Re Rating Over Time
Analysts have raised their average price target on Yara International by NOK 21 to NOK 650, reflecting mixed but generally constructive research updates that balance more cautious revenue growth assumptions with firmer profit margin expectations and a slightly lower P/E multiple outlook. Analyst Commentary Recent research has highlighted a mix of upgrades, downgrades and price target revisions for Yara International, with bullish analysts focusing on higher valuation ranges and improved execution potential, while more cautious voices flag risks around future earnings and sector conditions.ナラティブ更新 • May 22
YAR: DOJ Pricing Probe Will Pressure Margins And Future Earnings Multiples
Analysts have lifted the average price target on Yara International by NOK 11 to around NOK 371, reflecting updated assumptions on discount rates, revenue trends, profit margins and future P/E multiples after a mix of recent upgrades, downgrades and target increases across the Street. Analyst Commentary Recent Street research around Yara International shows a mixed backdrop, with some firms lifting price targets while others turn more cautious on execution and valuation risk.ナラティブ更新 • May 06
YAR: DOJ Price Fixing Probe Will Pressure Earnings And Cash Flow
The updated analyst price target for Yara International has shifted from NOK 330 to about NOK 360, reflecting recent price target revisions and rating changes from several banks, with analysts citing refreshed views on valuation assumptions and sector comparables. Analyst Commentary Recent research points to a mixed but increasingly cautious tone around Yara International, with several institutions revisiting both ratings and price targets in quick succession.ナラティブ更新 • Apr 21
YAR: Higher Earnings Power Will Drive Re Rating Despite DOJ Probe
Analysts have lifted the Yara International fair value estimate from NOK 517 to NOK 650, reflecting updated assumptions for higher revenue growth, slightly stronger profit margins and a higher future P/E multiple following several recent price target increases across the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with both upgrades and downgrades in a relatively short period.ナラティブ更新 • Apr 07
YAR: DOJ Price Fixing Probe Will Pressure Margins And Earnings Visibility
Analysts have lifted the fair value estimate for Yara International from NOK 298.30 to NOK 330.00, reflecting updated assumptions on discount rate, margin profile and future P/E, alongside a series of recent price target increases and rating upgrades from major banks and research houses. Analyst Commentary Recent research on Yara International shows a mix of optimism and caution, with several high profile price target changes and rating moves clustered over a relatively short period.ナラティブ更新 • Mar 24
YAR: DOJ Price Fixing Probe Will Test Execution Risk In Fertilizer Markets
Analysts have slightly trimmed their fair value estimate for Yara International while supporting higher Street price targets, including the recent move to NOK 550 and incremental target increases, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a split view on Yara International, with some firms lifting ratings and price targets while others are more cautious.ナラティブ更新 • Mar 08
YAR: Mixed Research And DOJ Probe Will Shape A Measured Outlook
The analyst fair value estimate for Yara International has increased from NOK 490 to NOK 517, reflecting updated assumptions on revenue growth, profit margins, and a lower assumed discount rate, even as recent Street research shows a mix of downgrades, upgrades, and modest target raises from banks and brokers. Analyst Commentary Street research on Yara International has been mixed in recent weeks, with some firms turning more cautious while others point to potential upside.ナラティブ更新 • Feb 22
YAR: Higher Fair Value Will Expose Execution Risk In Low Emission Ammonia
Analysts have lifted their average price target for Yara International to NOK 310 from around NOK 298, reflecting updated models that factor in a slightly higher assumed profit margin, a modestly higher future P/E multiple, and recent mixed rating changes including both downgrades and upgrades, alongside incremental target increases from the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with some firms turning more cautious even as others see room for upside.ナラティブ更新 • Feb 08
YAR: Low Emission Ammonia Projects Will Shape A Measured Outlook
Narrative Update on Yara International The analyst fair value estimate for Yara International has moved from NOK 450 to NOK 490. This reflects updated views on revenue growth, margin assumptions and future P/E multiples following recent price target raises and upgrades from several covering analysts.分析記事 • Jan 28
Pinning Down Yara International ASA's (OB:YAR) P/E Is Difficult Right Now
There wouldn't be many who think Yara International ASA's ( OB:YAR ) price-to-earnings (or "P/E") ratio of 15.7x is...ナラティブ更新 • Jan 25
YAR: Higher Fair Value Will Test Execution On Low Emission Ammonia Plans
Analysts have raised their fair value estimate for Yara International from NOK 283.11 to NOK 297.89, reflecting updated views on discount rates, revenue trends, profit margins, a lower assumed future P/E multiple, and recent upward price target revisions from the Street. Analyst Commentary Recent Street commentary around Yara International has included several upward price target revisions and at least one upgrade, but the tone is not uniformly optimistic.ナラティブ更新 • Jan 10
YAR: Raised NOK 430 Expectation Will Expose Execution Risks Ahead
Narrative Update on Yara International Analysts have lifted their price target for Yara International to NOK 430 from NOK 387. This reflects updated views on fair value, discount rate, revenue expectations, profit margins and future P/E assumptions.ナラティブ更新 • Dec 24
YAR: Low Carbon Ammonia Projects And Margin Headwinds Will Shape Future Performance
Analysts have nudged their price target for Yara International higher to approximately $386 per share from about $379, reflecting a slightly lower perceived risk profile and marginally richer future valuation multiples, despite softer expectations for revenue growth and profit margins. What's in the News Yara and Air Products entered advanced negotiations to partner on large scale low emission ammonia projects in the United States, aiming to diversify Yara's energy position and enhance competitiveness of its European nitrate operations (Key Developments).ナラティブ更新 • Dec 10
YAR: Lower Multiple And Margin Outlook Will Shape Future Share Performance
Analysts have nudged their price target on Yara International slightly lower, trimming it by about NOK 25 to around NOK 365. Modestly improved margin and growth assumptions are offset by a lower valuation multiple and a slightly reduced fair value estimate.分析記事 • Dec 02
We Think Yara International (OB:YAR) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブ更新 • Nov 25
YAR: Recent Rating Changes And Margin Prospects Will Influence Investor Outlook
Narrative Update on Yara International Yara International's analyst price target saw a mild downward revision of just over NOK 1 to NOK 378.91. Analysts point to slightly lower profit margin and revenue growth forecasts, balanced by changes in future valuation multiples.ナラティブ更新 • Nov 11
YAR: Future Margins And Cost Control Will Shape Near-Term Outlook
Yara International’s analyst price target has increased modestly from NOK 370.35 to NOK 380.17. Analysts are factoring in improved profit margins and a lower future price-to-earnings ratio, despite tempered revenue growth expectations.分析記事 • Oct 28
Shareholders Can Be Confident That Yara International's (OB:YAR) Earnings Are High Quality
Even though Yara International ASA's ( OB:YAR ) recent earnings release was robust, the market didn't seem to notice...分析記事 • Oct 10
Yara International ASA (OB:YAR) Shares Could Be 21% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Yara International is kr478 based on 2 Stage Free Cash Flow to Equity Yara...
新しいナラティブ • Feb 24
Clean Ammonia Projects And Cost Reductions Will Drive Future Success
Yara's Clean Ammonia projects and European production optimization could improve net margins by enhancing profitability and aligning production with market demand.株主還元
| YAR | NO Chemicals | NO 市場 | |
|---|---|---|---|
| 7D | -3.8% | -3.9% | 0.4% |
| 1Y | 25.2% | 17.1% | 23.6% |
業界別リターン: YAR過去 1 年間で17.1 % の収益を上げたNorwegian Chemicals業界を上回りました。
リターン対市場: YAR過去 1 年間で23.6 % の収益を上げたNorwegian市場を上回りました。
価格変動
| YAR volatility | |
|---|---|
| YAR Average Weekly Movement | 4.6% |
| Chemicals Industry Average Movement | 5.0% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in NO Market | 10.6% |
| 10% least volatile stocks in NO Market | 2.5% |
安定した株価: YAR 、 Norwegian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: YARの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1905 | 15,543 | Svein Tore Holsether | www.yara.com |
ヤラ・インターナショナルASAは、ノルウェー、欧州連合、ヨーロッパ、アフリカ、アジア、北米、中南米、オーストラリア、ニュージーランドで作物栄養と産業用ソリューションを提供している。同社は、アンモニウムと尿素ベースの肥料、窒素、リン、カリウムなどの栄養素を含む複合肥料、コーティング剤、バイオ刺激剤、有機ベースの肥料、グリーン肥料、硝酸塩ベースのミネラル肥料、葉面散布と施肥ソリューション、硝酸塩、硝酸カルシウム、微量栄養素、施肥と尿素肥料を提供している。また、可変施肥量ソリューション、トラクター搭載型ハードウェアのN-Sensor、携帯型窒素測定ツールのN-Tester、農業用APIのYaraFX Insight、農家向けデジタルツールボックスのAtfarmなどのデジタルソリューションも提供している。同社はYaraBela、YaraMila、YaraLiva、YaraVita、YaraRega、YaraTera、YaraSuna、YaraVeraのブランドで製品を販売している。ヤラ・インターナショナルASA は1905 年に設立され、本社はノルウェーのオスロにある。
Yara International ASA 基礎のまとめ
| YAR 基礎統計学 | |
|---|---|
| 時価総額 | NOK 115.59b |
| 収益（TTM） | NOK 14.43b |
| 売上高(TTM) | NOK 155.87b |
8.0x
PER（株価収益率0.7x
P/SレシオYAR は割高か？
公正価値と評価分析を参照収益と収入
| YAR 損益計算書（TTM） | |
|---|---|
| 収益 | US$16.54b |
| 売上原価 | US$11.58b |
| 売上総利益 | US$4.96b |
| その他の費用 | US$3.43b |
| 収益 | US$1.53b |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 22, 2026
| 一株当たり利益（EPS） | 6.01 |
| グロス・マージン | 30.00% |
| 純利益率 | 9.26% |
| 有利子負債／自己資本比率 | 35.8% |
YAR 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
4.8%
現在の配当利回り38%
配当性向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 | 2026/09/16 16:10 |
| 終値 | 2026/09/16 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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
Yara International ASA 17 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。45
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Stephen Wilder | Alliance Global Partners |
| Alexander Sloane | Barclays |