View ValuationEni 将来の成長Future 基準チェック /16Eni利益と収益がそれぞれ年間10.4%と1.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.9% 13.8%なると予測されています。主要情報10.4%収益成長率13.79%EPS成長率Oil and Gas 収益成長10.9%収益成長率1.8%将来の株主資本利益率10.94%アナリストカバレッジGood最終更新日03 Jul 2026今後の成長に関する最新情報お知らせ • Oct 30Eni S.P.A. Raises Production Guidance for the the Year 2025Eni S.p.A. raised production guidance for the the year 2025. For the period, the company is raising expected oil and gas production guidance for 2025 to a 1.71 mln -1.72 mln boe/d range, implying a Fourth Quarter level of around 1.8 mln boe/d.お知らせ • Jul 31Eni S.P.A. Provides Production Guidance for the the Third Quarter and Fiscal Year 2025Eni S.p.A. provided production guidance for the the third quarter and fiscal year 2025. For the third quarter, the company production is seen at between 1.7 and 1.72 million boe/d. For the year, the company continue to expect oil and gas production at 1.7 million boe/d, in line with original assumptions.お知らせ • Aug 04Eni S.p.A. Provides Production Guidance for the Third Quarter and Year 2023Eni S.p.A. provided production guidance for the third quarter and year 2023. For the quarter, the company expects production is forecast to be about 1.63 million barrels per day.For the year, the company expects Hydrocarbon production for 2023 is confirmed in the range of 1.63-1.67 million barrels per day in a price scenario of $80/bbl.すべての更新を表示Recent updatesSeeking Alpha • Jul 02Eni: Diversification Strategy Driving Long-Term Value CreationSummary Recent investments in Argentina, Angola, and Libya, together with the new Mercuria trading joint venture, further expand Eni's integrated gas, LNG, and energy trading platform, reducing reliance on upstream oil. E increased FY2026 guidance, including a 30% upgrade to Global Gas & LNG Portfolio EBIT, while maintaining its capital expenditure plan. The company also nearly doubled its share buyback program to €2.8 billion, reflecting confidence in future cash generation. Our updated sum-of-the-parts analysis values E's satellite businesses at approximately €20 billion and supports an equity valuation of €80.2 billion. Despite recent share price performance, we continue to see approximately 29% upside. Read the full article on Seeking Alphaお知らせ • May 07Eni S.P.A. Announces Board AppointmentsEni S.p.A. announced the appointment of Giuseppina Di Foggia – Chairman of the Board; Stefano Cappiello – Director; Benedetta Fiorini – Director; Emma Marcegaglia – Director; and Matteo Petrella – Director, at the AGM held on May 6, 2026.お知らせ • Apr 22ARUM S.p.A. and Dompé Holdings Srl proposed to acquire 50.88% stake in B.F. S.p.A. (BIT:BFG) from Fondazione Cariplo, Inarcassa, Istituto Di Servizi Per Il Mercato Agricolo Alimentare - Ismea, Eni S.p.A. (BIT:ENI) and other shareholders for approximately €670 million.ARUM S.p.A. and Dompé Holdings Srl proposed to acquire 50.88% stake in B.F. S.p.A. (BIT:BFG) from Fondazione Cariplo, Inarcassa, Istituto Di Servizi Per Il Mercato Agricolo Alimentare - Ismea, Eni S.p.A. (BIT:ENI) and other shareholders for approximately €670 million on April 21, 2026. A cash consideration valued at €5 per share will be paid by ARUM S.p.A. and Dompé Holdings Srl, which implies a premium of 13.8% over the closing price on April 20, 2026. As part of consideration, an €666.2 million value is paid towards 133.242 million common equity of B.F. S.p.A. The tender offer does not seek delisting, and the bidders have committed to restoring the free float should they hold at least 90% of the capital. The bidders have signed a framework agreement that governs the terms of the offer and provides for the two companies to purchase shares in equal amounts, i.e., 50% each, and a commitment to enter into a shareholders' agreement. The offer is aimed to ensure the stability of its ownership structure, further investing in the growth and development' of the company.お知らせ • Dec 19Global Infrastructure Management, LLC completed the acquisition of 49.99% stake in Eni CCUS Holding from Eni S.p.A. (BIT : ENI).Global Infrastructure Management, LLC agreed to acquire 49.99% stake in Eni CCUS Holding from Eni S.p.A. (BIT : ENI) on August 18, 2025. The transaction is subject to due diligence. The closing of the transaction is subject to the approvals provided by law. JP Morgan SE acted as financial advisor to Eni S.p.A. (BIT:ENI). Global Infrastructure Management, LLC completed the acquisition of 49.99% stake in Eni CCUS Holding from Eni S.p.A. (BIT : ENI) on December 18, 2025.お知らせ • Dec 11+ 4 more updatesEni S.p.A. to Report Fiscal Year 2025 Final Results on Mar 18, 2026Eni S.p.A. announced that they will report fiscal year 2025 final results at 9:05 AM, Central European Standard Time on Mar 18, 2026お知らせ • Nov 04Ares Alternative Credit Management managed by Ares Management LLC completed the acquisition of 20% stake in Eni Plenitude S.P.A. Societa' Benefit from Eni S.p.A. (BIT:ENI).Ares Alternative Credit Management managed by Ares Management LLC signed an exclusivity agreement to acquire 20% stake in Eni Plenitude S.P.A. Societa' Benefit from Eni S.p.A. (BIT:ENI) for approximately €2 billion on May 15, 2025. On June 23, 2025, Parties signed an agreement for approximately €2 billion. The move marks a key step toward a definitive deal that would value Plenitude at between €9.8 billion and €10.2 billion in equity terms, with an enterprise value exceeding €12 billion. The exclusivity period will allow the two parties to finalize the terms of the transaction. The agreement follows a thorough selection process involving several prominent international players who expressed strong interest in the company, further confirming the great appeal of its business model and its growth prospects. The agreement with Ares is part of Eni's development of its satellite model and follows the acquisition of a 10% stake in Plenitude's share capital by the investment fund Energy Infrastructure Partners. The completion of the transaction is subject to the clearance by the competent authorities and regulation approvals. Mediobanca is acting as financial adviser for Eni. Gianguido Arcangeli, Domenico Magistri and Luca Marniga of L&B Partners S.P.A., Maria Vastola, Andrea Petruzzello, Anna Maria Capodacqua, Luca Gunetti, Alessandro Ferraro and Ilaria Pezzana of UniCredit, and Pierpaolo Di Stefano, Marco Campo, Michele Cohen, Lorenzo Cabizza, Livio Berti and Pietro Cusumano of Deutsche Bank acted as financial advisor to Ares Alternative Credit Management LLC. Calvin Ng,Michelle Kelban, Jeremy Trinder, James Beeson, Charles Armstrong, Adrien Giraud, Tyler Brown, Philipp Studt, Matthew, Ruchi Gill, Cataldo Piccarreta, and Erika Brini Raimondi of Latham & Watkins acted as legal advisor to Ares Alternative. Equita SIM S.p.A. acted as a financial advisor to Eni. Pietro Scarfone, Luca Maffia, Elia Ferdinando Clarizia, Emanuele Trucco, Fiona Cumming of A&O Shearman advised the banks in the financing supporting the transaction. Ares Alternative Credit Management managed by Ares Management LLC completed the acquisition of 20% stake in Eni Plenitude S.P.A. Societa' Benefit from Eni S.p.A. (BIT:ENI) on November 4, 2025. The transaction was completed following the approval of the transaction by the competent authorities.お知らせ • Oct 30Eni S.P.A. Raises Production Guidance for the the Year 2025Eni S.p.A. raised production guidance for the the year 2025. For the period, the company is raising expected oil and gas production guidance for 2025 to a 1.71 mln -1.72 mln boe/d range, implying a Fourth Quarter level of around 1.8 mln boe/d.お知らせ • Aug 19Global Infrastructure Management, LLC agreed to acquire Eni CCUS Holding from Eni S.p.A. (BIT : ENI).Global Infrastructure Management, LLC agreed to acquire Eni CCUS Holding from Eni S.p.A. (BIT : ENI) on August 18, 2025. The transaction is subject to due diligence. The closing of the transaction is subject to the approvals provided by law.お知らせ • Jul 31Eni S.P.A. Provides Production Guidance for the the Third Quarter and Fiscal Year 2025Eni S.p.A. provided production guidance for the the third quarter and fiscal year 2025. For the third quarter, the company production is seen at between 1.7 and 1.72 million boe/d. For the year, the company continue to expect oil and gas production at 1.7 million boe/d, in line with original assumptions.お知らせ • May 29Eni S.p.A. (BIT:ENI) commences an Equity Buyback for 315,000,000 shares, for €3,500 million, under the authorization approved on May 14, 2025.Eni S.p.A. (BIT:ENI) commences share repurchases on May 20, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 14, 2025. As per the mandate, the company is authorized to repurchase up to 315,000,000 shares, for €3,500 million. The shares will be repurchased at a price which shall not be more than 10% greater or lower than the official price registered by the stock in the trading session of the Euronext Milan, organized and operated by Borsa Italiana S.p.A on the day before each individual transaction. The repurchased will be funded out of distributable profit and available reserves as reported in the most recent regularly approved financial statements. The share repurchase program is valid till April 2026. On May 16, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to €1,500 million (€3,500 million, in case of upside scenarios). The program will be valid till April 2026.お知らせ • May 17Eni S.p.A. Approves Dividend for the Year 2025, First and Second Tranche Payable on September 24, 2025 and November 26, 2025 RespectivelyThe Ordinary and Extraordinary Meeting of Eni’s Shareholders, held 14 May 2025, approved the distribution for and in place of the payment of the dividend relating to financial year 2025 of a sum of €1.05 per share in tranches in the months of September 2025 (€0.26 per share), November 2025 (€0.26 per share), March 2026 (€0.26 per share) and May 2026 (€0.27 per share), using the available reserves, making use, if necessary or appropriate and in the interest of the Shareholders, of the amount of the revaluation reserve ex Lege 342/2000 within the limits of use subject to resolution by the Extraordinary Shareholders’ Meeting; The first tranche will be paid on September 24, 2025 (ex-dividend date: September 22, 2025; record date: September 23, 2025) and the second tranche will be paid on November 26, 2025 (ex-dividend date: November 24, 2025; record date: November 25, 2025).お知らせ • May 15+ 2 more updatesEni S.p.A., Annual General Meeting, May 14, 2025Eni S.p.A., Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time. Location: rome, piazzale enrico mattei,1, 00144., ItalySeeking Alpha • Mar 25The 9.0%-Yielding Preferred Stock Of Tsakos Energy Navigation Is Highly Attractive Under Current ConditionsSummary I maintain a "hold" rating on Tsakos Energy Navigation preferred stock for its 9.0% yield and wide margin of safety amid economic uncertainty. The preferred stock offers a fixed 9.0% yield until May 2027, then a floating yield tied to 3-month Libor, potentially reaching 11.7%. Tsakos Energy Navigation's preferred dividend is secure, supported by a low payout ratio, consistent common dividends, and reduced debt levels. Despite high cyclicality in the shipping industry, the preferred stock remains a safer investment compared to common stock, especially in volatile markets. Read the full article on Seeking Alphaお知らせ • Mar 06KKR & Co. Inc. (NYSE:KKR) completed the acquisition of unknown minority stake in Enilive SpA from Eni S.p.A. (BIT:ENI) for €2.5 billion.KKR & Co. Inc. (NYSE:KKR) signed a temporary exclusivity agreement to acquire unknown minority stake in Enilive SpA from Eni S.p.A. (BIT:ENI) on July 23, 2024. KKR & Co. Inc. (NYSE:KKR) have signed an agreement to acquire 25% stake in Enilive SpA from Eni S.p.A. (BIT:ENI) for €2.4 billion on October 24, 2024. In a related transaction, KKR made subscription of a capital increase in Enilive reserved to KKR amounting to €500 million. Under the terms of temporary exclusivity agreement, the sale has been agreed valuing the company between €11.5 billion and €12.5 billion. Under the terms of agreement, the transaction will be funded through: 1) the subscription of a capital increase in Enilive reserved to KKR amounting to €500 million; 2) the purchase of Enilive’s shares from Eni for a value of €2.438 billion, corresponding to a post-money valuation of €11.75 billion of Equity Value for 100% of Enilive's share capital. Both companies have attracted significant interest from leading international partners and have achieved high stock market valuations, indicating that our approach to the energy transition is appreciated. Furthermore, according to the agreement, Eni will undertake a capital increase of €500 million prior to the completion of the transaction to set a debt-free company. The transaction also confirms the effectiveness of Enilive’s distinctive integrated model and strengthens at the same time its financial structure. The transaction brings together Eni’s proven ability to develop high-growth energy businesses and KKR’s expertise as a long-term investor with a strong track record in the energy and infrastructure sectors, further contributing to the growth of Enilive. The transaction is subject to agreeing definitive documentation and to negotiate the terms of a potential transaction. Closing of the transaction is subject to customary regulatory approvals and is also subject to customary approvals provided by law. J.P. Morgan acted as financial advisor to Eni S.p.A. (BIT:ENI). Deutsche Bank and Unicredit acted as financial advisor with Toby Parkinson, Sara Pickersgill, Nick Appleton, Serra Tar, Sinead O'Shea, James Boswell, Jia Meng and James McGivern of Kirkland & Ellis and Gianni & Origoni serving as legal counsel to KKR on this transaction. Giovan Battista Santangelo, Damiano Battaglia and Damiano Battaglia of Pedersoli e Associati acted as legal advisor to Eni S.p.A. KKR & Co. Inc. (NYSE:KKR) completed the acquisition of unknown minority stake in Enilive SpA from Eni S.p.A. (BIT:ENI) for €2.5 billion on March 6, 2025. Upon receipt of the necessary regulatory approvals, Eni and KKR have closed the transaction contemplated by the investment agreement, announced last October, for the acquisition by KKR of a 25% stake in Enilive’s share capital.お知らせ • Feb 20KKR & Co. Inc. (NYSE:KKR) signed an agreement to acquire an additional 5% stake in Enilive S.p.A. from Eni S.p.A. (BIT:ENI) for approximately €590 million.KKR & Co. Inc. (NYSE:KKR) signed an agreement to acquire an additional 5% stake in Enilive S.p.A. from Eni S.p.A. (BIT:ENI) for approximately €590 million on February 18, 2025. A cash consideration of €587.5 million will be paid by KKR & Co. Inc. As part of consideration, €587.5 million is paid towards common equity of Enilive S.p.A. The acquisition is based on the same post-money valuation of €11.75 billion of Equity Value for 100% of Enilive's share capital. Following the completion KKR & Co. Inc will hold 30% stake in Enilive S.p.A. The transaction is in line with the agreement signed between KKR and Eni last October for KKR's acquisition of a 25% stake in Enilive's share capital, which is expected to close by next month. The closing of the acquisition of the additional 5% stake is subject to regulatory approvals of the competent authorities. Claudia Fornaro and Stefano Cozzi of Mediobanca Banca di Credito Finanziario S.p.A. acted as financial advisor to Eni S.p.A. Francesco Cardinali of Jpmorgan Asset Management Europe Sarl (Italy Branch) acted as financial advisor for Eni S.p.A. (BIT:ENI). Toby Parkinson, Sara Pickersgill, Nick Appleton, Serra Tar, Sinead O'Shea, James Boswell, Jia Meng, James McGivern of Kirkland & Ellis International LLP acted as legal advisor to KKR & Co. Inc.お知らせ • Dec 13+ 3 more updatesEni S.p.A. to Report Q1, 2025 Results on Apr 24, 2025Eni S.p.A. announced that they will report Q1, 2025 results on Apr 24, 2025Seeking Alpha • Nov 13Looking At Oil, Gas, Eni S.p.ASummary Eni S.p.A. is a compelling buy due to its strategic focus on decarbonization, renewable energy, and innovative asset separation, despite market volatility. The company’s plan includes significant investments in biorefining, renewables, and E-mobility, aiming for carbon neutrality by 2050. Eni's financial health is strong, with increased dividends, buybacks, and low leverage, making it a stable investment with a 6%+ yield. While valuation may improve next year, Eni’s current price and potential for growth make it a worthwhile addition to your portfolio now. Read the full article on Seeking Alphaお知らせ • Nov 06Hilcorp Energy Company completed the acquisition of Nikaitchuq and Oooguruk Assets in Alaska, US from Eni S.p.A. (BIT:ENI) for $1 billion.Hilcorp Energy Company signed binding agreement to acquire Nikaitchuq and Oooguruk Assets in Alaska, US from Eni S.p.A. (BIT:ENI) on June 27, 2024. The value of the transaction will be announced upon its closing. The closing of this transaction is subject to appropriate regulatory approvals and other customary terms and conditions. David M. Castro, Jr., P.C, Chad M. Smith, P.C, R.J. Malenfant, Albert Y. Kim and Kelsey Laugel of Kirkland & Ellis LLP acted as legal advisor to Hilcorp Energy Company. Jefferies LLC acted as financial advisor to Eni S.p.A. (BIT:ENI). Hilcorp Energy Company completed the acquisition of Nikaitchuq and Oooguruk Assets in Alaska, US from Eni S.p.A. (BIT:ENI) for $1 billion on November 4, 2024. Eni will continue to be present in the USA in the upstream of Gulf of Mexico as well as in energy transition projects in the renewables, biofuels and magnetic fusion. The transaction has received the approval of all relevant authorities.Seeking Alpha • Oct 02Eni: 2 Likely Spin-Offs Make It Uniquely AttractiveSummary Eni is known as one of the oil majors. Few know that E has many fast-growing units, such as the biofuel division Enilive and the renewables business Plenitude. These businesses are attracting big investments by large international funds, making Eni's current valuation look deeply discounted. I suggest taking advantage of the current dip and going long. Read the full article on Seeking Alphaお知らせ • Sep 14Eni Reportedly in Talks with Funds on Another Plenitude Stake SaleItalian energy group Eni S.p.A. (BIT:ENI) is in talks with several funds over the potential sale of a minority stake in its renewable and retail business Plenitude (Eni Plenitude S.p.A.), two sources with knowledge of the matter said on September 13, 2024. The possible sale would be another step in Eni's strategy of tapping specialised investors to help fund the group's energy transition. In March, Eni completed the sale of 7.6% in Plenitude to Energy Infrastructure Partners. The sources told Reuters talks between Eni and investors interested in the low-carbon business were based on a valuation for Plenitude of more than EUR 10 billion ($11.08 billion), which is the value at which EIP entered the share capital of the unit earlier this year. One of the sources said that U.S. asset management firm Apollo Global Management, Inc. (NYSE:APO), Norway's private equity fund HitecVision AS and London-based private equity firm Trilantic Europe Ltd. were among the investors interested in the potential acquisition of a stake of around 10% in Plenitude. Eni declined to comment. Apollo, HitecVision and Trilantic were not immediately available for comment.お知らせ • Sep 04Timor GAP, E.P. agreed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd.Timor GAP, E.P. signed a sale and purchase deed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd. on September 2, 2024. Execution of the SPD to effect this transaction is planned to occur in mid-September.お知らせ • Jul 24KKR & Co. Inc. (NYSE:KKR) signed a temporary exclusivity agreement to acquire 25% stake in Enilive SpA from Eni S.p.A. (BIT:ENI).KKR & Co. Inc. (NYSE:KKR) signed a temporary exclusivity agreement to acquire 25% stake in Enilive SpA from Eni S.p.A. (BIT:ENI) on July 23, 2024. The transaction is subject to agreeing definitive documentation and to negotiate the terms of a potential transaction.Seeking Alpha • Jul 22Eni: Tricky, But There's An Upside To Be Had At The Right PriceSummary Eni S.p.A. is a multinational energy company with a focus on hydrocarbons, operating in various geographies and working towards carbon neutrality by 2050. The company's unique satellite operational model aims to unlock value and create synergies between different business segments, but it may complicate the investment case for shareholders. Despite some risks and uncertainties surrounding Eni's strategy, the company is viewed as slightly undervalued with a potential conservative price target of €17/share, making it a "BUY". Read the full article on Seeking Alphaお知らせ • Jul 03Eni Reportedly Eyes Over €4 Billion in Upstream Asset Sale PlanEni S.p.A. (BIT:ENI) is looking to raise more than €4 billion ($4.3 billion) from disposals in its global upstream business, people familiar with the matter said. The sales would be part of a broader strategy of disposing of €8 billion in assets over the next three years. Units that could be candidates for the asset sale plan include some operations in Indonesia and Cyprus, said the people, asking not to be named discussing confidential deliberations.お知らせ • Jun 05Eni S.p.A. (BIT:ENI) completed the acquisition of ATEN OIL, S.L. from Marcol Group.Eni S.p.A. (BIT:ENI) agreed to acquire ATEN OIL, S.L. from Marcol Group on April 28, 2024. The agreement is still awaiting authorization from the competition authorities. The majority of the company's capital is in the hands of the English fund Marcol, whose only stake in Spain is Atenoil, and a good part of the debt was in the hands of the French manager Kartesia. The founding partners also appear as minority shareholders.Eni S.p.A. (BIT:ENI) completed the acquisition of ATEN OIL, S.L. from Marcol Group on June 3, 2024. The transaction, which has been approved by the relevant authorities, comprises 21 service stations in the regions of Madrid, Andalusia and Castilla-La Mancha. The new stations will become part of Enilive Iberia's network, which will have a total of 38 stations in Spain after the transaction. With this acquisition, Enilive Iberia has strengthened its market position in the area and has extended its presence into new provinces.お知らせ • May 24Eni Reportedly Mulls Selling 20% Stake in Enilive UnitItalian energy major Eni S.p.A. (BIT:ENI) is studying the sale of a 20% stake in its Enilive biorefining unit after receiving expressions of interest from potential suitors, according to people familiar with the matter. The company is working with advisers and values the entire business at about €10 billion ($10.8 billion), said the people, who asked not to be named as they aren’t authorized to discuss the matter publicly. Talks over the scale of the sale are at an early stage and the company is still assessing options for the unit, the people said. Investment firms including BlackRock, Brookfield, IFM Investors and Macquarie are interested in the asset, daily Corriere della Sera reported on May 23, 2024, without saying where it got the information. A representative for Eni declined to comment. Eni has embarked on a reorganization to help fund its transition to gas and renewable energy. Chief Executive Officer Claudio Descalzi is pursuing a “satellite model,” which entails listing divisions or partnering with external investors to develop them. The new strategy began with the sale of a minority stake in the Plenitude green unit to Energy Infrastructure Partners AG in 2023. The company is also targeting splitting off its carbon capture unit and its Novamont biochemical subsidiary by 2027.お知らせ • May 16Eni S.P.A. Approves Dividend for the Year 2024, First and Second Tranche Payable on September 25, 2024 and November 20, 2024 RespectivelyEni S.p.A. approve the distribution for and in place of the payment of the dividend relating to the financial year 2024 of a sum of €1 per share in tranches of an equal amount (€ 0.25 per share) in the months of September 2024, November 2024, March 2025 and May 2025. The first tranche will be paid on September 25, 2024 (ex-dividend date: September 23, 2024; record date: September 24, 2024) and the second tranche will be paid on November 20, 2024 (ex-dividend date: November 18, 2024; record date: November 19, 2024).お知らせ • Apr 30Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in ATEN OIL, S.L. from Marcol Group.Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in ATEN OIL, S.L. from Marcol Group on April 28, 2024. The agreement is still awaiting authorization from the competition authorities. The majority of the company's capital is in the hands of the English fund Marcol, whose only stake in Spain is Atenoil, and a good part of the debt was in the hands of the French manager Kartesia. The founding partners also appear as minority shareholders.お知らせ • Mar 30Ithaca Energy Enters into Exclusivity Agreement for Potential Transformational Combination with Eni's UK BusinessIthaca Energy plc (LSE:ITH) announced that it has entered into an exclusivity agreement (the ‘Exclusivity Agreement’) in relation to a potential transformational combination with substantially all of Eni S.p.A. (BIT:ENI)’s (‘Eni’) UK upstream assets including the recently acquired Neptune Energy (Neptune Energy Group Limited) assets, excluding certain assets including Eni's CCUS and Irish sea assets (the ‘Potential Combination’). Pursuant to the Exclusivity Agreement, Eni has granted Ithaca Energy exclusivity in respect of the assets, the subject of the Potential Combination, for a period of 4 weeks from the date of this announcement. Ithaca Energy and Eni have entered into the Exclusivity Agreement to allow time to separately progress the contractual documentation required in connection with the Potential Combination. Key highlights of the Potential Combination: Eni will contribute its UK business in exchange for the issuance of new Ithaca Energy shares to Eni, with Eni anticipated to hold between 38% and 39% of the enlarged issued share capital of Ithaca Energy following completion; Eni has a well-diversified asset base across 4 key hubs: Elgin Franklin, J-Area, Cygnus and Seagull; Ithaca Energy is already a partner in the Elgin Franklin and Jade fields; Eni's UK business had 2023 pro forma production of 40-45 kboe/d and 2P reserves of c.100 mmboe as at 31 December 2023; The Potential Combination would represent a value-accretive opportunity for Ithaca Energy's shareholders, supporting delivery of the Company's Buy, Build and Boost strategy. The Potential Combination would: Add significant scale and diversification to Ithaca Energy's business: Significantly growing pro forma production to above 100 kboe/d, creating the 2 largest independent operator in the UKCS by production; Create a leading UKCS portfolio: Enhancing Ithaca Energy's status as the largest independent operator by resource, holding stakes in 6 of the 10 largest fields; Enable material future growth for Ithaca Energy: Boost near term cash flows to unlock growth from Ithaca Energy's development projects whilst supporting shareholder returns; Create a long-term strategic partnership with Eni: Eni would become a major shareholder in the enlarged group supportive of delivery of Ithaca Energy's Buy, Build and Boost strategy. It is contemplated that Ithaca Energy would have access to Eni's leading technical expertise to drive future growth. Ithaca Energy anticipates that the Potential Combination will require shareholder approval as a Class 1 transaction. Additionally, as Eni will hold between 38% and 39% of the voting rights of Ithaca Energy at completion of the Potential Combination, a mandatory offer would normally be required under Rule 9 of the UK Code on Takeovers and Mergers (the ‘Takeover Code’). However, given that Delek will still hold shares carrying more than 50% of the voting rights following completion of the Potential Combination, the UK Panel on Takeover and Mergers (the ‘Panel’) have granted a dispensation from Rule 9 pursuant to note 5 (b) of Rule 9 under the Takeover Code. Accordingly, completion of the Potential Combination will not be conditional upon and will not require approval by Ithaca Energy's independent shareholders in relation to a Rule 9 waiver. Although the discussions are at an advanced stage, there can be no certainty that a Potential Combination will occur, nor as to the final terms or timing on which a Potential Combination might be concluded. Further announcements will be made if and when appropriate.Seeking Alpha • Feb 21Eni: Ongoing Satellite Strategy Could Unlock Intrinsic ValueSummary Eni reported better than expected operating cash flow with a solid contribution from associates. Enilive could be the next growth driver, and a spin-off could be a positive catalyst. It maintains friendly shareholders' remuneration that combines a quarterly dividend and an ongoing buyback. Volume production upside thanks to M&A and organic growth. Its Capital Market Day is in mid-March. We recommend buying Eni ahead of the 2024 financial and operational targets. Read the full article on Seeking Alphaお知らせ • Jan 12+ 5 more updatesEni S.p.A., Annual General Meeting, May 15, 2024Eni S.p.A., Annual General Meeting, May 15, 2024.Seeking Alpha • Nov 25Eni's Success Amid Oil Market Turmoil: A 50% Return Story And What Comes NextSummary Eni S.p.A. has outperformed its peers and returned around 50% with dividends factored in. The war in Ukraine, political unrest in Israel, and Europe's need to diversify gas suppliers make Eni an attractive investment. Eni has also developed a profitable renewable energy business - Plenitude - which is supposed to soon IPO, creating additional value. Read the full article on Seeking AlphaSeeking Alpha • Oct 13Eni Is A Buy Ahead Of Q3Summary Eni plays a vital role in the Mediterranean Eastern region but has no direct implication with the Israel/Hamas conflict. A potential Iran involvement with a possible Middle East escalation might result in higher for longer oil prices. Eni has a solid balance sheet with a supportive FCF yield. The company also closed the gap with peers, paying the dividend on a quarterly basis. The company trades at a low P/E despite a solid oil and gas portfolio. Our buy rating is then confirmed. Read the full article on Seeking Alphaお知らせ • Sep 28Eni in Talks to Sell Plenitude Stake, IPO Will FollowEni S.p.A. (BIT:ENI) is in talks with a strategic partner to sell a stake in its low carbon unit Eni Plenitude S.p.A., the CEO of the Italian energy group Claudio Descalzi said on September 27, 2023, adding that an initial public offering (IPO) would follow. Descalzi told an energy conference in Milan the deal would help to set an overall value for Plenitude, which he said showed growth in all of its businesses. Eni, which last year froze IPO plans for Plenitude due to adverse market conditions, still aims to list the unit and Descalzi said in July it could happen this or next year.Seeking Alpha • Sep 15Eni: Cash Flow Growth And Shareholder Distributions Driving Double-Digit ReturnsSummary Eni offers strong earnings and cash flow growth, supported by exploration success and capabilities in gas and LNG. The company has a strong portfolio of projects that will drive production growth and profitability. We believe Eni offers double-digit total shareholder returns over the mid-term and we recommend buying Eni shares. Read the full article on Seeking Alphaお知らせ • Sep 05Oando PLC (NGSE:OANDO) signed an agreement to acquire Nigerian Agip Oil Company Ltd. from Eni S.p.A. (BIT:ENI).Oando PLC (NGSE:OANDO) signed an agreement to acquire Nigerian Agip Oil Company Ltd. from Eni S.p.A. (BIT:ENI) on September 4, 2023. The closing of this transaction is subject to, inter alia, the authorization of all relevant local and regulatory authorities.お知らせ • Aug 04Eni S.p.A. Provides Production Guidance for the Third Quarter and Year 2023Eni S.p.A. provided production guidance for the third quarter and year 2023. For the quarter, the company expects production is forecast to be about 1.63 million barrels per day.For the year, the company expects Hydrocarbon production for 2023 is confirmed in the range of 1.63-1.67 million barrels per day in a price scenario of $80/bbl.お知らせ • Jul 29Eni in Advanced Talks to Sell Minority Stake in Low-Carbon UnitEni S.p.A. (BIT:ENI) is in advanced negotiations with a strategic partner to sell a minority stake in its low-carbon unit Eni Plenitude S.p.A., its Chief Financial Officer Francesco Gattei said on July 28, 2023. In a post-results conference call, Gattei said that it would take a while to reach a final agreement over the transaction which would bring the group additional resources to step up its renewable energy production. “Clearly negotiations will take time also because there are lot of details that need to be agreed in terms of value, governance. we will disclose (it) once all the details are set,” Gattei said, without mentioning any potential investor. Eni, which had to freeze the initial public offering of Plenitude last year due to adverse market conditions, still aims to list it, group CEO Claudio Descalzi said this month, adding the IPO could happen late this year or in 2024.お知らせ • Jul 26Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in Chevron Assets in Indonesia.Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in Chevron Assets in Indonesia on July 25, 2023. The acquisition includes operatorship, in the Indonesian Blocks named Ganal PSC (Chevron 62%), Rapak PSC (Chevron 62%) and Makassar Straits PSC (Chevron 72%). Eni already has a 20% interest as non-operator in the Ganal and Rapak Blocks. The closing of the transaction is subject to the customary governmental and regulatory approvals.お知らせ • Jul 06Eni Wants to Reduce Oil Exposure with Asset SalesItaly’s Eni S.p.A. (BIT:ENI) aimed to reduce its exposure to oil in favour of natural gas and non-fossil fuels in part through asset sales, the energy group’s CEO Claudio Descalzi said. Speaking at the Rome presentation of a report by the International Renewable Energy Agency (IRENA), Descalzi added he could not comment on potential oil asset sales in the near term. Eni plans to generate EUR 1 billion ($1.1 billion) of net proceeds from the balance between asset sales and acquisitions between 2023 and 2026, the company said in its business plan. Last month, Eni announced the sale of some of its oil assets in Congo, just a few days after saying it had agreed to buy Neptune Energy. Descalzi said the acquisition would reduce Eni’s average carbon intensity, since Neptune is focused on natural gas. The deal also provides an opportunity to expand the carbon capture and storage business of Eni’s Vaar business in northern Europe. “This is why the acquisition of Neptune is not in contrast with the energy transition path,” Descalzi said. Eni will attend the COP28 climate summit later this year in Dubai, participating directly in the event for the first time, the CEO said. The group will present its investment projects in Africa, including the development of renewable energy and the creation of agri-hubs to produce feedstock for its biofuel business, he said. In a recent assessment of efforts to meet the key Paris accord target of limiting global warming to 1.5 degrees Celsius, IRENA said the energy transition was currently “off-track”.お知らせ • Jun 28Perenco Holdings agreed to acquire Interest in several permits in Congo from Eni S.p.A. (BIT:ENI) for approximately $300 million.Perenco Holdings agreed to acquire Interest in several permits in Congo from Eni S.p.A. (BIT:ENI) for approximately $300 million on June 27, 2023. The transaction value of $300 million including firm and contingent consideration, subject to customary adjustments. Closing of transaction is subject to the authorization of relevant local and regulatory authorities.お知らせ • Jun 23EIP Reportedly in Talks to Buy Stake in Eni's Renewables BusinessEnergy Infrastructure Partners AG is in discussions to acquire a minority stake in Eni Plenitude S.p.A., the renewables arm of Eni S.p.A. (BIT:ENI), Reuters reported on 21 June 2023, citing unnamed sources. Previously, the news agency reported that Eni plans to sell between 5% and 15% of Plenitude in a deal that could value the business at more than EUR 6 billion (USD 6.55 billion). The Italian company is in negotiations with several potential buyers and could reach an agreement before August. In February, Eni was discussing a potential stake sale with Norwegian private equity firm HitecVision, but the talks fell apart. The Italian oil and gas major still intends to make Plenitude public, after postponing an initial public offering (IPO) in 2022 due to unfavourable market conditions. Selling a stake in the subsidiary would assign a value to it, facilitating a smoother future listing, according to the report.お知らせ • Jun 16Eni Reportedly Extends Talks with Investors on Potential Plenitude Stake SaleEni S.p.A. (BIT:ENI) has intensified talks with several investors over a potential sale of a minority stake in its renewables and retail business Eni Plenitude S.p.A., three sources with knowledge of the matter said on June 14, 2023. Two of the sources said that Eni is working on a disposal of between 5% and 15% of Plenitude and could even do a deal before Italy's summer break, which is normally in August. Plenitude, which last year recorded an adjusted operating profit of 345 million euros, could be valued at more than 6 billion euros ($6.5 billion) in the private transaction, one of the sources said. Eni declined to comment. A sale of a small stake in Plenitude would give a value to the business, creating the conditions for a future listing. A new attempt to list Plenitude could be launched at the end of this year or more probably in 2024, the sources said.お知らせ • Jun 07Eni Reportedly Enters Exclusive Talks to Acquire Neptune EnergyEni S.p.A. (BIT:ENI) has entered exclusive talks to acquire Neptune Energy Group Limited after sweetening its previous offer to below $6 billion, industry sources said. The two firms entered a new phase of exclusive discussions in recent weeks following months of slow negotiations that started late last year, the sources said. Eni agreed to slightly increase its offer for Neptune, which still remains in a range between $5 to $6 billion, the sources said. Though the exclusive talks indicate that negotiations have significantly progressed, there was no guarantee that an agreement would be reached, the sources said. Eni and Neptune both declined to comment.お知らせ • May 18Eni S.p.A. (BIT:ENI) commences an Equity Buyback Plan for 337,000,000 shares, for €3,500 million, under the authorization approved on May 10, 2023.Eni S.p.A. (BIT:ENI) commences share repurchases on May 12, 2023, under the program mandated by the shareholders in the Annual General Meeting held on May 10, 2023. As per the mandate, the company is authorized to repurchase up to 337,000,000 shares, for €3,500 million. The shares will be repurchased at a price which shall not be more than 10% greater or lower than the official price registered by the stock in the trading session of the Euronext Milan, organised and operated by Borsa Italiana SpA, on the day before each individual transaction. The repurchased will be funded out of distributable profit and available reserves as reported in the most recent regularly approved financial statements. The share repurchase program is valid till April 30, 2024. On May 11, 2023, the company announced a share repurchase program. Under the first tranche of the program, the company will repurchase up to 62,000,000 shares, representing 2% of share capital, for €1,000 million. The purpose of the program is to serve extraordinary financial transactions, as for example convertible bond issues.お知らせ • May 13Eni S.p.A. Appoints Claudio Descalzi as Chief Executive OfficerThe Board of Directors of Eni S.p.A. appointed Claudio Descalzi as Chief Executive Officer and General Manager. In this role he will be responsible for the management of the company, with the exception of specific responsibilities that are reserved for the Board of Directors and those that are not to be delegated according to the current legislation.お知らせ • Feb 02Eni Reportedly Discussing Green Unit Stake Sale with Norwegian FundEni S.p.A. (BIT:ENI) is discussing with Norwegian private equity firm HitecVision AS (OTCNO:HITV) a sale of a stake in its retail and renewables unit Plenitude, according to sources with knowledge of the talks. After freezing plans for an initial public offering (IPO) last summer which it could resume in the future, Eni has been looking for a partner for its Plenitude business, said the people, asking to remain anonymous because the talks are private. The sale of a minority stake would give Eni cash to keep growing Plenitude and set a value for the unit ahead of a potential IPO, the sources said. Eni declined to comment. Paal Dahlberg, HitecVision's Chief sustainability officer, declined to comment when contacted by Reuters. A global effort to reduce the greenhouse gases that are accelerating climate change had been driving valuations for green energy companies, but rising interest rates and growing concern about energy security pricked what some had started to see as a market bubble. HitecVision may buy between 5% and 10% of Plenitude, according to one of the sources. Talks are ongoing and could still fall apart, the people said. In October Eni said the unit was expected to post core earnings of more than 600 million euros for 2022. HitecVision already partners with Plenitude in Norwegian offshore wind joint venture Vaargroenn, while the Nordic private equity firm is also allied with Eni in Vaar Energi (VAR.OL), where it is invested through Point Resources. The private equity firm invests in the European energy sector with a special focus on the green transition. After dropping its IPO plans due to excessively volatile markets, Eni said Plenitude would focus on investing in renewables and electric mobility.お知らせ • Jan 12Snam S.p.A. (BIT:SRG) completed the acquisition of a 49.9% stake in Two gas pipelines from Eni S.p.A. (BIT:ENI) for approximately €410 million.Snam S.p.A. (BIT:SRG) completed the acquisition of a 49.9% stake in two gas pipelines from Eni S.p.A. (BIT:ENI) for approximately €390 million on November 27, 2021. The consideration will be paid in cash. Upon completion, Snam will hold 49.9% and Eni 50.1% interest in target. Snam will fund the payment of the purchase price with its own financial resources. The target companies generated a net income of around €90 million in 2020. The closing of the transaction is subject to certain conditions precedent, including mandatory authorizations pursuant to antitrust and "golden power" regulations and from other competent regulatory authorities, in addition to the authorization from the Tunisian government and the consent and/or approval of the shareholders and boards of directors of certain target companies. The transaction is expected to be completed by the first half of 2023. Cleary, Gottlieb, Steen & Hamilton LLP acted as a legal advisor to Snam S.p.A. Snam S.p.A. (BIT:SRG) completed the acquisition of a 49.9% stake in Two gas pipelines from Eni S.p.A. (BIT:ENI) for approximately €410 million on January 10, 2023. The transaction has obtained the authorisations envisaged under antitrust legislation andso-called golden power legislation, consent from the Tunisian government as well as the approval of the shareholders and corporate bodies of the various target companies.業績と収益の成長予測NYSE:E - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202894,0626,2168,22014,0631012/31/202792,7216,1867,77613,9011112/31/202699,7537,2748,26314,656123/31/202684,4792,7252,53312,372N/A12/31/202583,6042,3714,10513,330N/A9/30/202586,5562,6163,93012,600N/A6/30/202587,0262,3354,04012,519N/A3/31/202590,9612,4535,22113,573N/A12/31/202491,1662,4924,62813,092N/A9/30/202492,1912,4585,04713,647N/A6/30/202493,8253,8525,68014,169N/A3/31/202490,5803,4855,04614,041N/A12/31/202394,7894,6625,93615,119N/A9/30/2023101,6075,1166,26115,537N/A6/30/2023116,5269,0628,10217,604N/A3/31/2023128,52312,5838,55017,344N/A12/31/2022133,63913,7789,42117,460N/A9/30/2022128,84316,68011,77518,702N/A6/30/2022110,52812,02110,02116,049N/A3/31/202295,3598,4539,12514,583N/A12/31/202177,6645,7267,62812,861N/A9/30/202162,6201,5093,2418,014N/A6/30/202153,886-1972,0756,537N/A3/31/202145,650-4,8501,0305,223N/A12/31/202044,937-8,6351784,822N/A9/30/202049,314-9,7291,8937,559N/A6/30/202055,755-8,7031,4838,158N/A3/31/202066,174-3,8733,57611,270N/A12/31/201970,889148N/A12,392N/A9/30/201974,2522,438N/A12,992N/A6/30/201977,1993,444N/A15,039N/A3/31/201977,2184,272N/A13,557N/A12/31/201876,4844,126N/A13,647N/A9/30/201874,4075,774N/A12,640N/A6/30/201870,2824,589N/A10,699N/A3/31/201867,2243,355N/A10,372N/A1/1/201867,6893,374N/A10,117N/A9/30/201765,9061,667N/A10,047N/A6/30/201763,318761N/A9,211N/A3/31/201760,950297N/A8,235N/A12/31/201656,679-1,051N/A8,562N/A9/30/201654,910-9,845N/A8,888N/A6/30/201657,729-10,066N/A9,206N/A3/31/201664,592-9,122N/A10,780N/A12/31/201572,286-7,952N/A10,760N/A9/30/201567,362-3,072N/A12,572N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: Eの予測収益成長率 (年間10.4% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: Eの収益 ( 10.4% ) US市場 ( 18.4% ) よりも低い成長が予測されています。高成長収益: Eの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: Eの収益 ( 1.8% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: Eの収益 ( 1.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: Eの 自己資本利益率 は、3年後には低くなると予測されています ( 10.9 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 04:22終値2026/07/02 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Eni S.p.A. 20 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。41 アナリスト機関Francesco TaddeiBanca Akros S.p.A. (ESN)Francesco SalaBanca Akros S.p.A. (ESN)Alvaro del Pozo MarotoBanco de Sabadell. S.A.38 その他のアナリストを表示
お知らせ • Oct 30Eni S.P.A. Raises Production Guidance for the the Year 2025Eni S.p.A. raised production guidance for the the year 2025. For the period, the company is raising expected oil and gas production guidance for 2025 to a 1.71 mln -1.72 mln boe/d range, implying a Fourth Quarter level of around 1.8 mln boe/d.
お知らせ • Jul 31Eni S.P.A. Provides Production Guidance for the the Third Quarter and Fiscal Year 2025Eni S.p.A. provided production guidance for the the third quarter and fiscal year 2025. For the third quarter, the company production is seen at between 1.7 and 1.72 million boe/d. For the year, the company continue to expect oil and gas production at 1.7 million boe/d, in line with original assumptions.
お知らせ • Aug 04Eni S.p.A. Provides Production Guidance for the Third Quarter and Year 2023Eni S.p.A. provided production guidance for the third quarter and year 2023. For the quarter, the company expects production is forecast to be about 1.63 million barrels per day.For the year, the company expects Hydrocarbon production for 2023 is confirmed in the range of 1.63-1.67 million barrels per day in a price scenario of $80/bbl.
Seeking Alpha • Jul 02Eni: Diversification Strategy Driving Long-Term Value CreationSummary Recent investments in Argentina, Angola, and Libya, together with the new Mercuria trading joint venture, further expand Eni's integrated gas, LNG, and energy trading platform, reducing reliance on upstream oil. E increased FY2026 guidance, including a 30% upgrade to Global Gas & LNG Portfolio EBIT, while maintaining its capital expenditure plan. The company also nearly doubled its share buyback program to €2.8 billion, reflecting confidence in future cash generation. Our updated sum-of-the-parts analysis values E's satellite businesses at approximately €20 billion and supports an equity valuation of €80.2 billion. Despite recent share price performance, we continue to see approximately 29% upside. Read the full article on Seeking Alpha
お知らせ • May 07Eni S.P.A. Announces Board AppointmentsEni S.p.A. announced the appointment of Giuseppina Di Foggia – Chairman of the Board; Stefano Cappiello – Director; Benedetta Fiorini – Director; Emma Marcegaglia – Director; and Matteo Petrella – Director, at the AGM held on May 6, 2026.
お知らせ • Apr 22ARUM S.p.A. and Dompé Holdings Srl proposed to acquire 50.88% stake in B.F. S.p.A. (BIT:BFG) from Fondazione Cariplo, Inarcassa, Istituto Di Servizi Per Il Mercato Agricolo Alimentare - Ismea, Eni S.p.A. (BIT:ENI) and other shareholders for approximately €670 million.ARUM S.p.A. and Dompé Holdings Srl proposed to acquire 50.88% stake in B.F. S.p.A. (BIT:BFG) from Fondazione Cariplo, Inarcassa, Istituto Di Servizi Per Il Mercato Agricolo Alimentare - Ismea, Eni S.p.A. (BIT:ENI) and other shareholders for approximately €670 million on April 21, 2026. A cash consideration valued at €5 per share will be paid by ARUM S.p.A. and Dompé Holdings Srl, which implies a premium of 13.8% over the closing price on April 20, 2026. As part of consideration, an €666.2 million value is paid towards 133.242 million common equity of B.F. S.p.A. The tender offer does not seek delisting, and the bidders have committed to restoring the free float should they hold at least 90% of the capital. The bidders have signed a framework agreement that governs the terms of the offer and provides for the two companies to purchase shares in equal amounts, i.e., 50% each, and a commitment to enter into a shareholders' agreement. The offer is aimed to ensure the stability of its ownership structure, further investing in the growth and development' of the company.
お知らせ • Dec 19Global Infrastructure Management, LLC completed the acquisition of 49.99% stake in Eni CCUS Holding from Eni S.p.A. (BIT : ENI).Global Infrastructure Management, LLC agreed to acquire 49.99% stake in Eni CCUS Holding from Eni S.p.A. (BIT : ENI) on August 18, 2025. The transaction is subject to due diligence. The closing of the transaction is subject to the approvals provided by law. JP Morgan SE acted as financial advisor to Eni S.p.A. (BIT:ENI). Global Infrastructure Management, LLC completed the acquisition of 49.99% stake in Eni CCUS Holding from Eni S.p.A. (BIT : ENI) on December 18, 2025.
お知らせ • Dec 11+ 4 more updatesEni S.p.A. to Report Fiscal Year 2025 Final Results on Mar 18, 2026Eni S.p.A. announced that they will report fiscal year 2025 final results at 9:05 AM, Central European Standard Time on Mar 18, 2026
お知らせ • Nov 04Ares Alternative Credit Management managed by Ares Management LLC completed the acquisition of 20% stake in Eni Plenitude S.P.A. Societa' Benefit from Eni S.p.A. (BIT:ENI).Ares Alternative Credit Management managed by Ares Management LLC signed an exclusivity agreement to acquire 20% stake in Eni Plenitude S.P.A. Societa' Benefit from Eni S.p.A. (BIT:ENI) for approximately €2 billion on May 15, 2025. On June 23, 2025, Parties signed an agreement for approximately €2 billion. The move marks a key step toward a definitive deal that would value Plenitude at between €9.8 billion and €10.2 billion in equity terms, with an enterprise value exceeding €12 billion. The exclusivity period will allow the two parties to finalize the terms of the transaction. The agreement follows a thorough selection process involving several prominent international players who expressed strong interest in the company, further confirming the great appeal of its business model and its growth prospects. The agreement with Ares is part of Eni's development of its satellite model and follows the acquisition of a 10% stake in Plenitude's share capital by the investment fund Energy Infrastructure Partners. The completion of the transaction is subject to the clearance by the competent authorities and regulation approvals. Mediobanca is acting as financial adviser for Eni. Gianguido Arcangeli, Domenico Magistri and Luca Marniga of L&B Partners S.P.A., Maria Vastola, Andrea Petruzzello, Anna Maria Capodacqua, Luca Gunetti, Alessandro Ferraro and Ilaria Pezzana of UniCredit, and Pierpaolo Di Stefano, Marco Campo, Michele Cohen, Lorenzo Cabizza, Livio Berti and Pietro Cusumano of Deutsche Bank acted as financial advisor to Ares Alternative Credit Management LLC. Calvin Ng,Michelle Kelban, Jeremy Trinder, James Beeson, Charles Armstrong, Adrien Giraud, Tyler Brown, Philipp Studt, Matthew, Ruchi Gill, Cataldo Piccarreta, and Erika Brini Raimondi of Latham & Watkins acted as legal advisor to Ares Alternative. Equita SIM S.p.A. acted as a financial advisor to Eni. Pietro Scarfone, Luca Maffia, Elia Ferdinando Clarizia, Emanuele Trucco, Fiona Cumming of A&O Shearman advised the banks in the financing supporting the transaction. Ares Alternative Credit Management managed by Ares Management LLC completed the acquisition of 20% stake in Eni Plenitude S.P.A. Societa' Benefit from Eni S.p.A. (BIT:ENI) on November 4, 2025. The transaction was completed following the approval of the transaction by the competent authorities.
お知らせ • Oct 30Eni S.P.A. Raises Production Guidance for the the Year 2025Eni S.p.A. raised production guidance for the the year 2025. For the period, the company is raising expected oil and gas production guidance for 2025 to a 1.71 mln -1.72 mln boe/d range, implying a Fourth Quarter level of around 1.8 mln boe/d.
お知らせ • Aug 19Global Infrastructure Management, LLC agreed to acquire Eni CCUS Holding from Eni S.p.A. (BIT : ENI).Global Infrastructure Management, LLC agreed to acquire Eni CCUS Holding from Eni S.p.A. (BIT : ENI) on August 18, 2025. The transaction is subject to due diligence. The closing of the transaction is subject to the approvals provided by law.
お知らせ • Jul 31Eni S.P.A. Provides Production Guidance for the the Third Quarter and Fiscal Year 2025Eni S.p.A. provided production guidance for the the third quarter and fiscal year 2025. For the third quarter, the company production is seen at between 1.7 and 1.72 million boe/d. For the year, the company continue to expect oil and gas production at 1.7 million boe/d, in line with original assumptions.
お知らせ • May 29Eni S.p.A. (BIT:ENI) commences an Equity Buyback for 315,000,000 shares, for €3,500 million, under the authorization approved on May 14, 2025.Eni S.p.A. (BIT:ENI) commences share repurchases on May 20, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 14, 2025. As per the mandate, the company is authorized to repurchase up to 315,000,000 shares, for €3,500 million. The shares will be repurchased at a price which shall not be more than 10% greater or lower than the official price registered by the stock in the trading session of the Euronext Milan, organized and operated by Borsa Italiana S.p.A on the day before each individual transaction. The repurchased will be funded out of distributable profit and available reserves as reported in the most recent regularly approved financial statements. The share repurchase program is valid till April 2026. On May 16, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to €1,500 million (€3,500 million, in case of upside scenarios). The program will be valid till April 2026.
お知らせ • May 17Eni S.p.A. Approves Dividend for the Year 2025, First and Second Tranche Payable on September 24, 2025 and November 26, 2025 RespectivelyThe Ordinary and Extraordinary Meeting of Eni’s Shareholders, held 14 May 2025, approved the distribution for and in place of the payment of the dividend relating to financial year 2025 of a sum of €1.05 per share in tranches in the months of September 2025 (€0.26 per share), November 2025 (€0.26 per share), March 2026 (€0.26 per share) and May 2026 (€0.27 per share), using the available reserves, making use, if necessary or appropriate and in the interest of the Shareholders, of the amount of the revaluation reserve ex Lege 342/2000 within the limits of use subject to resolution by the Extraordinary Shareholders’ Meeting; The first tranche will be paid on September 24, 2025 (ex-dividend date: September 22, 2025; record date: September 23, 2025) and the second tranche will be paid on November 26, 2025 (ex-dividend date: November 24, 2025; record date: November 25, 2025).
お知らせ • May 15+ 2 more updatesEni S.p.A., Annual General Meeting, May 14, 2025Eni S.p.A., Annual General Meeting, May 14, 2025, at 10:00 W. Europe Standard Time. Location: rome, piazzale enrico mattei,1, 00144., Italy
Seeking Alpha • Mar 25The 9.0%-Yielding Preferred Stock Of Tsakos Energy Navigation Is Highly Attractive Under Current ConditionsSummary I maintain a "hold" rating on Tsakos Energy Navigation preferred stock for its 9.0% yield and wide margin of safety amid economic uncertainty. The preferred stock offers a fixed 9.0% yield until May 2027, then a floating yield tied to 3-month Libor, potentially reaching 11.7%. Tsakos Energy Navigation's preferred dividend is secure, supported by a low payout ratio, consistent common dividends, and reduced debt levels. Despite high cyclicality in the shipping industry, the preferred stock remains a safer investment compared to common stock, especially in volatile markets. Read the full article on Seeking Alpha
お知らせ • Mar 06KKR & Co. Inc. (NYSE:KKR) completed the acquisition of unknown minority stake in Enilive SpA from Eni S.p.A. (BIT:ENI) for €2.5 billion.KKR & Co. Inc. (NYSE:KKR) signed a temporary exclusivity agreement to acquire unknown minority stake in Enilive SpA from Eni S.p.A. (BIT:ENI) on July 23, 2024. KKR & Co. Inc. (NYSE:KKR) have signed an agreement to acquire 25% stake in Enilive SpA from Eni S.p.A. (BIT:ENI) for €2.4 billion on October 24, 2024. In a related transaction, KKR made subscription of a capital increase in Enilive reserved to KKR amounting to €500 million. Under the terms of temporary exclusivity agreement, the sale has been agreed valuing the company between €11.5 billion and €12.5 billion. Under the terms of agreement, the transaction will be funded through: 1) the subscription of a capital increase in Enilive reserved to KKR amounting to €500 million; 2) the purchase of Enilive’s shares from Eni for a value of €2.438 billion, corresponding to a post-money valuation of €11.75 billion of Equity Value for 100% of Enilive's share capital. Both companies have attracted significant interest from leading international partners and have achieved high stock market valuations, indicating that our approach to the energy transition is appreciated. Furthermore, according to the agreement, Eni will undertake a capital increase of €500 million prior to the completion of the transaction to set a debt-free company. The transaction also confirms the effectiveness of Enilive’s distinctive integrated model and strengthens at the same time its financial structure. The transaction brings together Eni’s proven ability to develop high-growth energy businesses and KKR’s expertise as a long-term investor with a strong track record in the energy and infrastructure sectors, further contributing to the growth of Enilive. The transaction is subject to agreeing definitive documentation and to negotiate the terms of a potential transaction. Closing of the transaction is subject to customary regulatory approvals and is also subject to customary approvals provided by law. J.P. Morgan acted as financial advisor to Eni S.p.A. (BIT:ENI). Deutsche Bank and Unicredit acted as financial advisor with Toby Parkinson, Sara Pickersgill, Nick Appleton, Serra Tar, Sinead O'Shea, James Boswell, Jia Meng and James McGivern of Kirkland & Ellis and Gianni & Origoni serving as legal counsel to KKR on this transaction. Giovan Battista Santangelo, Damiano Battaglia and Damiano Battaglia of Pedersoli e Associati acted as legal advisor to Eni S.p.A. KKR & Co. Inc. (NYSE:KKR) completed the acquisition of unknown minority stake in Enilive SpA from Eni S.p.A. (BIT:ENI) for €2.5 billion on March 6, 2025. Upon receipt of the necessary regulatory approvals, Eni and KKR have closed the transaction contemplated by the investment agreement, announced last October, for the acquisition by KKR of a 25% stake in Enilive’s share capital.
お知らせ • Feb 20KKR & Co. Inc. (NYSE:KKR) signed an agreement to acquire an additional 5% stake in Enilive S.p.A. from Eni S.p.A. (BIT:ENI) for approximately €590 million.KKR & Co. Inc. (NYSE:KKR) signed an agreement to acquire an additional 5% stake in Enilive S.p.A. from Eni S.p.A. (BIT:ENI) for approximately €590 million on February 18, 2025. A cash consideration of €587.5 million will be paid by KKR & Co. Inc. As part of consideration, €587.5 million is paid towards common equity of Enilive S.p.A. The acquisition is based on the same post-money valuation of €11.75 billion of Equity Value for 100% of Enilive's share capital. Following the completion KKR & Co. Inc will hold 30% stake in Enilive S.p.A. The transaction is in line with the agreement signed between KKR and Eni last October for KKR's acquisition of a 25% stake in Enilive's share capital, which is expected to close by next month. The closing of the acquisition of the additional 5% stake is subject to regulatory approvals of the competent authorities. Claudia Fornaro and Stefano Cozzi of Mediobanca Banca di Credito Finanziario S.p.A. acted as financial advisor to Eni S.p.A. Francesco Cardinali of Jpmorgan Asset Management Europe Sarl (Italy Branch) acted as financial advisor for Eni S.p.A. (BIT:ENI). Toby Parkinson, Sara Pickersgill, Nick Appleton, Serra Tar, Sinead O'Shea, James Boswell, Jia Meng, James McGivern of Kirkland & Ellis International LLP acted as legal advisor to KKR & Co. Inc.
お知らせ • Dec 13+ 3 more updatesEni S.p.A. to Report Q1, 2025 Results on Apr 24, 2025Eni S.p.A. announced that they will report Q1, 2025 results on Apr 24, 2025
Seeking Alpha • Nov 13Looking At Oil, Gas, Eni S.p.ASummary Eni S.p.A. is a compelling buy due to its strategic focus on decarbonization, renewable energy, and innovative asset separation, despite market volatility. The company’s plan includes significant investments in biorefining, renewables, and E-mobility, aiming for carbon neutrality by 2050. Eni's financial health is strong, with increased dividends, buybacks, and low leverage, making it a stable investment with a 6%+ yield. While valuation may improve next year, Eni’s current price and potential for growth make it a worthwhile addition to your portfolio now. Read the full article on Seeking Alpha
お知らせ • Nov 06Hilcorp Energy Company completed the acquisition of Nikaitchuq and Oooguruk Assets in Alaska, US from Eni S.p.A. (BIT:ENI) for $1 billion.Hilcorp Energy Company signed binding agreement to acquire Nikaitchuq and Oooguruk Assets in Alaska, US from Eni S.p.A. (BIT:ENI) on June 27, 2024. The value of the transaction will be announced upon its closing. The closing of this transaction is subject to appropriate regulatory approvals and other customary terms and conditions. David M. Castro, Jr., P.C, Chad M. Smith, P.C, R.J. Malenfant, Albert Y. Kim and Kelsey Laugel of Kirkland & Ellis LLP acted as legal advisor to Hilcorp Energy Company. Jefferies LLC acted as financial advisor to Eni S.p.A. (BIT:ENI). Hilcorp Energy Company completed the acquisition of Nikaitchuq and Oooguruk Assets in Alaska, US from Eni S.p.A. (BIT:ENI) for $1 billion on November 4, 2024. Eni will continue to be present in the USA in the upstream of Gulf of Mexico as well as in energy transition projects in the renewables, biofuels and magnetic fusion. The transaction has received the approval of all relevant authorities.
Seeking Alpha • Oct 02Eni: 2 Likely Spin-Offs Make It Uniquely AttractiveSummary Eni is known as one of the oil majors. Few know that E has many fast-growing units, such as the biofuel division Enilive and the renewables business Plenitude. These businesses are attracting big investments by large international funds, making Eni's current valuation look deeply discounted. I suggest taking advantage of the current dip and going long. Read the full article on Seeking Alpha
お知らせ • Sep 14Eni Reportedly in Talks with Funds on Another Plenitude Stake SaleItalian energy group Eni S.p.A. (BIT:ENI) is in talks with several funds over the potential sale of a minority stake in its renewable and retail business Plenitude (Eni Plenitude S.p.A.), two sources with knowledge of the matter said on September 13, 2024. The possible sale would be another step in Eni's strategy of tapping specialised investors to help fund the group's energy transition. In March, Eni completed the sale of 7.6% in Plenitude to Energy Infrastructure Partners. The sources told Reuters talks between Eni and investors interested in the low-carbon business were based on a valuation for Plenitude of more than EUR 10 billion ($11.08 billion), which is the value at which EIP entered the share capital of the unit earlier this year. One of the sources said that U.S. asset management firm Apollo Global Management, Inc. (NYSE:APO), Norway's private equity fund HitecVision AS and London-based private equity firm Trilantic Europe Ltd. were among the investors interested in the potential acquisition of a stake of around 10% in Plenitude. Eni declined to comment. Apollo, HitecVision and Trilantic were not immediately available for comment.
お知らせ • Sep 04Timor GAP, E.P. agreed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd.Timor GAP, E.P. signed a sale and purchase deed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd. on September 2, 2024. Execution of the SPD to effect this transaction is planned to occur in mid-September.
お知らせ • Jul 24KKR & Co. Inc. (NYSE:KKR) signed a temporary exclusivity agreement to acquire 25% stake in Enilive SpA from Eni S.p.A. (BIT:ENI).KKR & Co. Inc. (NYSE:KKR) signed a temporary exclusivity agreement to acquire 25% stake in Enilive SpA from Eni S.p.A. (BIT:ENI) on July 23, 2024. The transaction is subject to agreeing definitive documentation and to negotiate the terms of a potential transaction.
Seeking Alpha • Jul 22Eni: Tricky, But There's An Upside To Be Had At The Right PriceSummary Eni S.p.A. is a multinational energy company with a focus on hydrocarbons, operating in various geographies and working towards carbon neutrality by 2050. The company's unique satellite operational model aims to unlock value and create synergies between different business segments, but it may complicate the investment case for shareholders. Despite some risks and uncertainties surrounding Eni's strategy, the company is viewed as slightly undervalued with a potential conservative price target of €17/share, making it a "BUY". Read the full article on Seeking Alpha
お知らせ • Jul 03Eni Reportedly Eyes Over €4 Billion in Upstream Asset Sale PlanEni S.p.A. (BIT:ENI) is looking to raise more than €4 billion ($4.3 billion) from disposals in its global upstream business, people familiar with the matter said. The sales would be part of a broader strategy of disposing of €8 billion in assets over the next three years. Units that could be candidates for the asset sale plan include some operations in Indonesia and Cyprus, said the people, asking not to be named discussing confidential deliberations.
お知らせ • Jun 05Eni S.p.A. (BIT:ENI) completed the acquisition of ATEN OIL, S.L. from Marcol Group.Eni S.p.A. (BIT:ENI) agreed to acquire ATEN OIL, S.L. from Marcol Group on April 28, 2024. The agreement is still awaiting authorization from the competition authorities. The majority of the company's capital is in the hands of the English fund Marcol, whose only stake in Spain is Atenoil, and a good part of the debt was in the hands of the French manager Kartesia. The founding partners also appear as minority shareholders.Eni S.p.A. (BIT:ENI) completed the acquisition of ATEN OIL, S.L. from Marcol Group on June 3, 2024. The transaction, which has been approved by the relevant authorities, comprises 21 service stations in the regions of Madrid, Andalusia and Castilla-La Mancha. The new stations will become part of Enilive Iberia's network, which will have a total of 38 stations in Spain after the transaction. With this acquisition, Enilive Iberia has strengthened its market position in the area and has extended its presence into new provinces.
お知らせ • May 24Eni Reportedly Mulls Selling 20% Stake in Enilive UnitItalian energy major Eni S.p.A. (BIT:ENI) is studying the sale of a 20% stake in its Enilive biorefining unit after receiving expressions of interest from potential suitors, according to people familiar with the matter. The company is working with advisers and values the entire business at about €10 billion ($10.8 billion), said the people, who asked not to be named as they aren’t authorized to discuss the matter publicly. Talks over the scale of the sale are at an early stage and the company is still assessing options for the unit, the people said. Investment firms including BlackRock, Brookfield, IFM Investors and Macquarie are interested in the asset, daily Corriere della Sera reported on May 23, 2024, without saying where it got the information. A representative for Eni declined to comment. Eni has embarked on a reorganization to help fund its transition to gas and renewable energy. Chief Executive Officer Claudio Descalzi is pursuing a “satellite model,” which entails listing divisions or partnering with external investors to develop them. The new strategy began with the sale of a minority stake in the Plenitude green unit to Energy Infrastructure Partners AG in 2023. The company is also targeting splitting off its carbon capture unit and its Novamont biochemical subsidiary by 2027.
お知らせ • May 16Eni S.P.A. Approves Dividend for the Year 2024, First and Second Tranche Payable on September 25, 2024 and November 20, 2024 RespectivelyEni S.p.A. approve the distribution for and in place of the payment of the dividend relating to the financial year 2024 of a sum of €1 per share in tranches of an equal amount (€ 0.25 per share) in the months of September 2024, November 2024, March 2025 and May 2025. The first tranche will be paid on September 25, 2024 (ex-dividend date: September 23, 2024; record date: September 24, 2024) and the second tranche will be paid on November 20, 2024 (ex-dividend date: November 18, 2024; record date: November 19, 2024).
お知らせ • Apr 30Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in ATEN OIL, S.L. from Marcol Group.Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in ATEN OIL, S.L. from Marcol Group on April 28, 2024. The agreement is still awaiting authorization from the competition authorities. The majority of the company's capital is in the hands of the English fund Marcol, whose only stake in Spain is Atenoil, and a good part of the debt was in the hands of the French manager Kartesia. The founding partners also appear as minority shareholders.
お知らせ • Mar 30Ithaca Energy Enters into Exclusivity Agreement for Potential Transformational Combination with Eni's UK BusinessIthaca Energy plc (LSE:ITH) announced that it has entered into an exclusivity agreement (the ‘Exclusivity Agreement’) in relation to a potential transformational combination with substantially all of Eni S.p.A. (BIT:ENI)’s (‘Eni’) UK upstream assets including the recently acquired Neptune Energy (Neptune Energy Group Limited) assets, excluding certain assets including Eni's CCUS and Irish sea assets (the ‘Potential Combination’). Pursuant to the Exclusivity Agreement, Eni has granted Ithaca Energy exclusivity in respect of the assets, the subject of the Potential Combination, for a period of 4 weeks from the date of this announcement. Ithaca Energy and Eni have entered into the Exclusivity Agreement to allow time to separately progress the contractual documentation required in connection with the Potential Combination. Key highlights of the Potential Combination: Eni will contribute its UK business in exchange for the issuance of new Ithaca Energy shares to Eni, with Eni anticipated to hold between 38% and 39% of the enlarged issued share capital of Ithaca Energy following completion; Eni has a well-diversified asset base across 4 key hubs: Elgin Franklin, J-Area, Cygnus and Seagull; Ithaca Energy is already a partner in the Elgin Franklin and Jade fields; Eni's UK business had 2023 pro forma production of 40-45 kboe/d and 2P reserves of c.100 mmboe as at 31 December 2023; The Potential Combination would represent a value-accretive opportunity for Ithaca Energy's shareholders, supporting delivery of the Company's Buy, Build and Boost strategy. The Potential Combination would: Add significant scale and diversification to Ithaca Energy's business: Significantly growing pro forma production to above 100 kboe/d, creating the 2 largest independent operator in the UKCS by production; Create a leading UKCS portfolio: Enhancing Ithaca Energy's status as the largest independent operator by resource, holding stakes in 6 of the 10 largest fields; Enable material future growth for Ithaca Energy: Boost near term cash flows to unlock growth from Ithaca Energy's development projects whilst supporting shareholder returns; Create a long-term strategic partnership with Eni: Eni would become a major shareholder in the enlarged group supportive of delivery of Ithaca Energy's Buy, Build and Boost strategy. It is contemplated that Ithaca Energy would have access to Eni's leading technical expertise to drive future growth. Ithaca Energy anticipates that the Potential Combination will require shareholder approval as a Class 1 transaction. Additionally, as Eni will hold between 38% and 39% of the voting rights of Ithaca Energy at completion of the Potential Combination, a mandatory offer would normally be required under Rule 9 of the UK Code on Takeovers and Mergers (the ‘Takeover Code’). However, given that Delek will still hold shares carrying more than 50% of the voting rights following completion of the Potential Combination, the UK Panel on Takeover and Mergers (the ‘Panel’) have granted a dispensation from Rule 9 pursuant to note 5 (b) of Rule 9 under the Takeover Code. Accordingly, completion of the Potential Combination will not be conditional upon and will not require approval by Ithaca Energy's independent shareholders in relation to a Rule 9 waiver. Although the discussions are at an advanced stage, there can be no certainty that a Potential Combination will occur, nor as to the final terms or timing on which a Potential Combination might be concluded. Further announcements will be made if and when appropriate.
Seeking Alpha • Feb 21Eni: Ongoing Satellite Strategy Could Unlock Intrinsic ValueSummary Eni reported better than expected operating cash flow with a solid contribution from associates. Enilive could be the next growth driver, and a spin-off could be a positive catalyst. It maintains friendly shareholders' remuneration that combines a quarterly dividend and an ongoing buyback. Volume production upside thanks to M&A and organic growth. Its Capital Market Day is in mid-March. We recommend buying Eni ahead of the 2024 financial and operational targets. Read the full article on Seeking Alpha
お知らせ • Jan 12+ 5 more updatesEni S.p.A., Annual General Meeting, May 15, 2024Eni S.p.A., Annual General Meeting, May 15, 2024.
Seeking Alpha • Nov 25Eni's Success Amid Oil Market Turmoil: A 50% Return Story And What Comes NextSummary Eni S.p.A. has outperformed its peers and returned around 50% with dividends factored in. The war in Ukraine, political unrest in Israel, and Europe's need to diversify gas suppliers make Eni an attractive investment. Eni has also developed a profitable renewable energy business - Plenitude - which is supposed to soon IPO, creating additional value. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13Eni Is A Buy Ahead Of Q3Summary Eni plays a vital role in the Mediterranean Eastern region but has no direct implication with the Israel/Hamas conflict. A potential Iran involvement with a possible Middle East escalation might result in higher for longer oil prices. Eni has a solid balance sheet with a supportive FCF yield. The company also closed the gap with peers, paying the dividend on a quarterly basis. The company trades at a low P/E despite a solid oil and gas portfolio. Our buy rating is then confirmed. Read the full article on Seeking Alpha
お知らせ • Sep 28Eni in Talks to Sell Plenitude Stake, IPO Will FollowEni S.p.A. (BIT:ENI) is in talks with a strategic partner to sell a stake in its low carbon unit Eni Plenitude S.p.A., the CEO of the Italian energy group Claudio Descalzi said on September 27, 2023, adding that an initial public offering (IPO) would follow. Descalzi told an energy conference in Milan the deal would help to set an overall value for Plenitude, which he said showed growth in all of its businesses. Eni, which last year froze IPO plans for Plenitude due to adverse market conditions, still aims to list the unit and Descalzi said in July it could happen this or next year.
Seeking Alpha • Sep 15Eni: Cash Flow Growth And Shareholder Distributions Driving Double-Digit ReturnsSummary Eni offers strong earnings and cash flow growth, supported by exploration success and capabilities in gas and LNG. The company has a strong portfolio of projects that will drive production growth and profitability. We believe Eni offers double-digit total shareholder returns over the mid-term and we recommend buying Eni shares. Read the full article on Seeking Alpha
お知らせ • Sep 05Oando PLC (NGSE:OANDO) signed an agreement to acquire Nigerian Agip Oil Company Ltd. from Eni S.p.A. (BIT:ENI).Oando PLC (NGSE:OANDO) signed an agreement to acquire Nigerian Agip Oil Company Ltd. from Eni S.p.A. (BIT:ENI) on September 4, 2023. The closing of this transaction is subject to, inter alia, the authorization of all relevant local and regulatory authorities.
お知らせ • Aug 04Eni S.p.A. Provides Production Guidance for the Third Quarter and Year 2023Eni S.p.A. provided production guidance for the third quarter and year 2023. For the quarter, the company expects production is forecast to be about 1.63 million barrels per day.For the year, the company expects Hydrocarbon production for 2023 is confirmed in the range of 1.63-1.67 million barrels per day in a price scenario of $80/bbl.
お知らせ • Jul 29Eni in Advanced Talks to Sell Minority Stake in Low-Carbon UnitEni S.p.A. (BIT:ENI) is in advanced negotiations with a strategic partner to sell a minority stake in its low-carbon unit Eni Plenitude S.p.A., its Chief Financial Officer Francesco Gattei said on July 28, 2023. In a post-results conference call, Gattei said that it would take a while to reach a final agreement over the transaction which would bring the group additional resources to step up its renewable energy production. “Clearly negotiations will take time also because there are lot of details that need to be agreed in terms of value, governance. we will disclose (it) once all the details are set,” Gattei said, without mentioning any potential investor. Eni, which had to freeze the initial public offering of Plenitude last year due to adverse market conditions, still aims to list it, group CEO Claudio Descalzi said this month, adding the IPO could happen late this year or in 2024.
お知らせ • Jul 26Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in Chevron Assets in Indonesia.Eni S.p.A. (BIT:ENI) agreed to acquire unknown majority stake in Chevron Assets in Indonesia on July 25, 2023. The acquisition includes operatorship, in the Indonesian Blocks named Ganal PSC (Chevron 62%), Rapak PSC (Chevron 62%) and Makassar Straits PSC (Chevron 72%). Eni already has a 20% interest as non-operator in the Ganal and Rapak Blocks. The closing of the transaction is subject to the customary governmental and regulatory approvals.
お知らせ • Jul 06Eni Wants to Reduce Oil Exposure with Asset SalesItaly’s Eni S.p.A. (BIT:ENI) aimed to reduce its exposure to oil in favour of natural gas and non-fossil fuels in part through asset sales, the energy group’s CEO Claudio Descalzi said. Speaking at the Rome presentation of a report by the International Renewable Energy Agency (IRENA), Descalzi added he could not comment on potential oil asset sales in the near term. Eni plans to generate EUR 1 billion ($1.1 billion) of net proceeds from the balance between asset sales and acquisitions between 2023 and 2026, the company said in its business plan. Last month, Eni announced the sale of some of its oil assets in Congo, just a few days after saying it had agreed to buy Neptune Energy. Descalzi said the acquisition would reduce Eni’s average carbon intensity, since Neptune is focused on natural gas. The deal also provides an opportunity to expand the carbon capture and storage business of Eni’s Vaar business in northern Europe. “This is why the acquisition of Neptune is not in contrast with the energy transition path,” Descalzi said. Eni will attend the COP28 climate summit later this year in Dubai, participating directly in the event for the first time, the CEO said. The group will present its investment projects in Africa, including the development of renewable energy and the creation of agri-hubs to produce feedstock for its biofuel business, he said. In a recent assessment of efforts to meet the key Paris accord target of limiting global warming to 1.5 degrees Celsius, IRENA said the energy transition was currently “off-track”.
お知らせ • Jun 28Perenco Holdings agreed to acquire Interest in several permits in Congo from Eni S.p.A. (BIT:ENI) for approximately $300 million.Perenco Holdings agreed to acquire Interest in several permits in Congo from Eni S.p.A. (BIT:ENI) for approximately $300 million on June 27, 2023. The transaction value of $300 million including firm and contingent consideration, subject to customary adjustments. Closing of transaction is subject to the authorization of relevant local and regulatory authorities.
お知らせ • Jun 23EIP Reportedly in Talks to Buy Stake in Eni's Renewables BusinessEnergy Infrastructure Partners AG is in discussions to acquire a minority stake in Eni Plenitude S.p.A., the renewables arm of Eni S.p.A. (BIT:ENI), Reuters reported on 21 June 2023, citing unnamed sources. Previously, the news agency reported that Eni plans to sell between 5% and 15% of Plenitude in a deal that could value the business at more than EUR 6 billion (USD 6.55 billion). The Italian company is in negotiations with several potential buyers and could reach an agreement before August. In February, Eni was discussing a potential stake sale with Norwegian private equity firm HitecVision, but the talks fell apart. The Italian oil and gas major still intends to make Plenitude public, after postponing an initial public offering (IPO) in 2022 due to unfavourable market conditions. Selling a stake in the subsidiary would assign a value to it, facilitating a smoother future listing, according to the report.
お知らせ • Jun 16Eni Reportedly Extends Talks with Investors on Potential Plenitude Stake SaleEni S.p.A. (BIT:ENI) has intensified talks with several investors over a potential sale of a minority stake in its renewables and retail business Eni Plenitude S.p.A., three sources with knowledge of the matter said on June 14, 2023. Two of the sources said that Eni is working on a disposal of between 5% and 15% of Plenitude and could even do a deal before Italy's summer break, which is normally in August. Plenitude, which last year recorded an adjusted operating profit of 345 million euros, could be valued at more than 6 billion euros ($6.5 billion) in the private transaction, one of the sources said. Eni declined to comment. A sale of a small stake in Plenitude would give a value to the business, creating the conditions for a future listing. A new attempt to list Plenitude could be launched at the end of this year or more probably in 2024, the sources said.
お知らせ • Jun 07Eni Reportedly Enters Exclusive Talks to Acquire Neptune EnergyEni S.p.A. (BIT:ENI) has entered exclusive talks to acquire Neptune Energy Group Limited after sweetening its previous offer to below $6 billion, industry sources said. The two firms entered a new phase of exclusive discussions in recent weeks following months of slow negotiations that started late last year, the sources said. Eni agreed to slightly increase its offer for Neptune, which still remains in a range between $5 to $6 billion, the sources said. Though the exclusive talks indicate that negotiations have significantly progressed, there was no guarantee that an agreement would be reached, the sources said. Eni and Neptune both declined to comment.
お知らせ • May 18Eni S.p.A. (BIT:ENI) commences an Equity Buyback Plan for 337,000,000 shares, for €3,500 million, under the authorization approved on May 10, 2023.Eni S.p.A. (BIT:ENI) commences share repurchases on May 12, 2023, under the program mandated by the shareholders in the Annual General Meeting held on May 10, 2023. As per the mandate, the company is authorized to repurchase up to 337,000,000 shares, for €3,500 million. The shares will be repurchased at a price which shall not be more than 10% greater or lower than the official price registered by the stock in the trading session of the Euronext Milan, organised and operated by Borsa Italiana SpA, on the day before each individual transaction. The repurchased will be funded out of distributable profit and available reserves as reported in the most recent regularly approved financial statements. The share repurchase program is valid till April 30, 2024. On May 11, 2023, the company announced a share repurchase program. Under the first tranche of the program, the company will repurchase up to 62,000,000 shares, representing 2% of share capital, for €1,000 million. The purpose of the program is to serve extraordinary financial transactions, as for example convertible bond issues.
お知らせ • May 13Eni S.p.A. Appoints Claudio Descalzi as Chief Executive OfficerThe Board of Directors of Eni S.p.A. appointed Claudio Descalzi as Chief Executive Officer and General Manager. In this role he will be responsible for the management of the company, with the exception of specific responsibilities that are reserved for the Board of Directors and those that are not to be delegated according to the current legislation.
お知らせ • Feb 02Eni Reportedly Discussing Green Unit Stake Sale with Norwegian FundEni S.p.A. (BIT:ENI) is discussing with Norwegian private equity firm HitecVision AS (OTCNO:HITV) a sale of a stake in its retail and renewables unit Plenitude, according to sources with knowledge of the talks. After freezing plans for an initial public offering (IPO) last summer which it could resume in the future, Eni has been looking for a partner for its Plenitude business, said the people, asking to remain anonymous because the talks are private. The sale of a minority stake would give Eni cash to keep growing Plenitude and set a value for the unit ahead of a potential IPO, the sources said. Eni declined to comment. Paal Dahlberg, HitecVision's Chief sustainability officer, declined to comment when contacted by Reuters. A global effort to reduce the greenhouse gases that are accelerating climate change had been driving valuations for green energy companies, but rising interest rates and growing concern about energy security pricked what some had started to see as a market bubble. HitecVision may buy between 5% and 10% of Plenitude, according to one of the sources. Talks are ongoing and could still fall apart, the people said. In October Eni said the unit was expected to post core earnings of more than 600 million euros for 2022. HitecVision already partners with Plenitude in Norwegian offshore wind joint venture Vaargroenn, while the Nordic private equity firm is also allied with Eni in Vaar Energi (VAR.OL), where it is invested through Point Resources. The private equity firm invests in the European energy sector with a special focus on the green transition. After dropping its IPO plans due to excessively volatile markets, Eni said Plenitude would focus on investing in renewables and electric mobility.
お知らせ • Jan 12Snam S.p.A. (BIT:SRG) completed the acquisition of a 49.9% stake in Two gas pipelines from Eni S.p.A. (BIT:ENI) for approximately €410 million.Snam S.p.A. (BIT:SRG) completed the acquisition of a 49.9% stake in two gas pipelines from Eni S.p.A. (BIT:ENI) for approximately €390 million on November 27, 2021. The consideration will be paid in cash. Upon completion, Snam will hold 49.9% and Eni 50.1% interest in target. Snam will fund the payment of the purchase price with its own financial resources. The target companies generated a net income of around €90 million in 2020. The closing of the transaction is subject to certain conditions precedent, including mandatory authorizations pursuant to antitrust and "golden power" regulations and from other competent regulatory authorities, in addition to the authorization from the Tunisian government and the consent and/or approval of the shareholders and boards of directors of certain target companies. The transaction is expected to be completed by the first half of 2023. Cleary, Gottlieb, Steen & Hamilton LLP acted as a legal advisor to Snam S.p.A. Snam S.p.A. (BIT:SRG) completed the acquisition of a 49.9% stake in Two gas pipelines from Eni S.p.A. (BIT:ENI) for approximately €410 million on January 10, 2023. The transaction has obtained the authorisations envisaged under antitrust legislation andso-called golden power legislation, consent from the Tunisian government as well as the approval of the shareholders and corporate bodies of the various target companies.