Dow マネジメント
マネジメント 基準チェック /34
Dowの CEO はJim Fitterlingで、 Aug2018年に任命され、 の在任期間は 7.75年です。 の年間総報酬は$ 19.08Mで、 8.9%給与と91.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.043%を直接所有しており、その価値は$ 11.21M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と7.3年です。
主要情報
Jim Fitterling
最高経営責任者
US$19.1m
報酬総額
| CEO給与比率 | 8.89% |
| CEO在任期間 | 7.8yrs |
| CEOの所有権 | 0.04% |
| 経営陣の平均在職期間 | 2.5yrs |
| 取締役会の平均在任期間 | 7.3yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 12
Dow: Iran Benefits Justify The Rally But Are Priced In
Summary Dow is retained as a 'Hold' as Middle East supply disruptions have rapidly shifted the chemical sector outlook from bearish to bullish but are reflected in valuation. Q2 is expected to see revenue reach $12 billion and EBITDA more than double to $2 billion, with further upside if disruptions persist. Cost cuts, improved operating efficiency, and a strong U.S. footprint position DOW to benefit from elevated pricing and supply chain shifts. With a 3.7% dividend yield, a secure payout, and at least a $2 billion run rate of free cash flow, DOW's rally is justified despite cyclicality concerns. Read the full article on Seeking Alpha
ナラティブの更新 • May 02
DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook
Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.
ナラティブの更新 • Apr 18
DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple
Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.ナラティブの更新 • Apr 04
DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple
Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.
ナラティブの更新 • Mar 21
DOW: Gulf Supply Disruptions Will Fail To Sustain Recently Improved Margins
Analysts have raised the fair value estimate for Dow from $22.00 to $27.00, citing higher price targets associated with tighter global polyethylene supply, expectations for stronger margins, and revised P/E assumptions following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Dow has shifted sharply more constructive, with several large firms lifting ratings and price targets in response to tighter global polyethylene supply and disruption linked to the Iran conflict.ナラティブの更新 • Mar 05
DOW: Commodity Margin Upside And Oversupply Risks Shape Balanced Future Outlook
Analysts have raised their implied fair value estimate for Dow from about $27.81 to roughly $29.94, citing higher Street price targets and expectations for firmer commodity margins, as recent research highlights potential upside risks for petrochemical pricing and polyethylene supply. Analyst Commentary Recent Street research on Dow reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess commodity exposure, margins, and demand trends in chemicals and petrochemicals.ナラティブの更新 • Feb 18
DOW: Improving Industry Setup And Buybacks Will Support Higher Future Earnings Multiple
Analysts have trimmed their fair value estimate for Dow to about $38.39 from $41.52, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E, even as recent Street research has generally moved official price targets higher by $1 to $5. Analyst Commentary Recent Street research on Dow has tilted constructive, with several bullish analysts lifting their price targets in quick succession.分析記事 • Feb 12
Dow Inc.'s (NYSE:DOW) Price Is Right But Growth Is Lacking After Shares Rocket 28%
Despite an already strong run, Dow Inc. ( NYSE:DOW ) shares have been powering on, with a gain of 28% in the last...ナラティブの更新 • Feb 04
DOW: Oversupply And Weak Margins Will Undermine Fragile Earnings Outlook
Analysts have nudged their average price targets on Dow higher by low single digit dollars, citing recent target raises from firms such as Citi, UBS, Jefferies, RBC Capital, and Mizuho. One reduction from BofA reflects more cautious views on oversupply and mixed sector conditions.ナラティブの更新 • Jan 21
DOW: Cost Discipline And Mixed Industry Backdrop Shape Balanced Future Prospects
Narrative Update on Dow Analysts have nudged their average price target on Dow slightly higher by about US$4, reflecting updated expectations around revenue growth, profitability, and future P/E assumptions following recent sector and company specific research. Analyst Commentary Recent research shows a split view on Dow, with some price targets moving higher and at least one trim, while ratings generally sit in the middle of the road.ナラティブの更新 • Jan 07
DOW: Cost Driven Earnings Will Prove Fragile In Weak Commodity Cycle
Narrative Update on Dow Analysts have nudged their average price target on Dow higher to around the mid 20s. This reflects mixed views that balance recent cost driven earnings strength with ongoing caution around the durability of commodity and end market demand.ナラティブの更新 • Dec 18
DOW: Cost Controls And AI Modernization Will Face Cyclical Commodity Headwinds
Analysts have nudged their fair value estimate for Dow higher, lifting the price target by about $2 to reflect improved cost controls and better operating rates highlighted in recent research, even as they caution that these commodity tailwinds may prove temporary. Analyst Commentary Bearish analysts continue to flag structural and cyclical headwinds that could limit upside for Dow, even after the recent rally.ナラティブの更新 • Dec 04
DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential
Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.ナラティブの更新 • Nov 20
DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance
Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.ナラティブの更新 • Nov 05
DOW: Cost Efficiencies And Operating Rates Will Support Upside Despite Commodity Volatility
Analysts have raised their price target for Dow Inc. by approximately $0.71, reflecting improving revenue growth and cost efficiencies.ナラティブの更新 • Oct 22
Analysts Adjust Dow Price Target Amid Uncertainty Highlighted in Recent Earnings and Valuation Updates
Analysts have lowered their fair value price target for Dow by approximately $0.59 to $27.24. They cite a weaker macroeconomic outlook, softer industrial demand, and ongoing concerns about the company's earnings trajectory.ナラティブの更新 • Oct 08
Capital Adjustments And Cost Cuts Will Support Cash Flow
Narrative Update on Dow: Analyst Price Target Revision Analysts have reduced their price target for Dow to $26 from $30, citing ongoing challenges such as weak earnings prospects, risks to exports due to tariffs, and an anticipated dividend cut. Analyst Commentary Recent updates from Street research have highlighted both optimistic and cautious perspectives on Dow's outlook amid challenging market conditions.ナラティブの更新 • Sep 24
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.ナラティブの更新 • Sep 09
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s consensus price target was modestly lowered to $28.65 as analysts cite persistently weak demand, soft pricing, ongoing risks to export volumes, reduced EBITDA forecasts, and the heightened possibility of a dividend cut amid sustained earnings pressure. Analyst Commentary Persistently weak operating environment and soft demand across Dow’s end markets continue to depress pricing and volumes.分析記事 • Jun 25
Dow Inc.'s (NYSE:DOW) Low P/S No Reason For Excitement
When close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...分析記事 • Jun 01
Is Dow (NYSE:DOW) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 25
Dow Moves To A Crisis Footing As Downside Risks Build (Rating Downgrade)
Summary Dow's shares have underperformed due to weak pricing power, manufacturing activity, and Chinese construction market, with a 40% drop since my last "buy" recommendation. Given weak results, Dow is aggressively cutting costs and improving liquidity, including job cuts, delaying projects, and selling assets to preserve cash. The 9.6% dividend yield is at risk, especially if the economy worsens, with a potential 25-50% chance of a significant cut. Given the uncertain macro environment and trade tensions, I downgrade Dow to a "hold," given it may have to prioritize its balance sheet over shareholders. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Dow: Wait And See For The Cycle To Turn
Summary Dow Inc. faces challenges with slowing sales, margin pressures, and a potentially unsustainable 7.46% dividend yield amid a tough global environment. The company’s segments, particularly Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure, are experiencing declining sales due to oversupply and weak global demand. Despite strategic cost-cutting and reduced CapEx plans, Dow's valuation metrics and negative free cash flow raise concerns about its financial health. Given the cyclical nature of the business and current market conditions, I rate Dow as a hold, awaiting a positive market cycle. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Dow Is An Excessively Cheap Materials Stock (Technical Analysis)
Summary Despite net negative technicals, there were key bottoming signs for the stock in the indicators and so a bullish reversal may be near. Q4 earnings were a bit disappointing but revenue growth remains at above average levels compared to past years. The P/S ratio's major contraction reflects undervaluation in the stock as it is disconnected from the financials and is at an excessive discount to the sector. I initiate Dow stock at a buy rating as the potential for a bullish reversal is high and the fundamental setup is appealing at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Tough Environment Offers A Cyclical Buying Opportunity For Dow
Summary Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly. Despite current struggles, Dow's strong balance sheet and strategic partnerships position it well for a cyclical rebound, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Dow: Don't Buy Yet
Summary Dow's stock has been declining since April 2024 due to challenging macro conditions, weak earnings, and removal from the Dow Jones index. Elevated capital expenditures are forecasted until 2027, straining the balance sheet, while earnings remain insufficient to cover both capex and shareholder returns. Reversal of globalization and weak demand in key markets like Europe and China further complicate Dow's earnings outlook, necessitating asset sales or debt. Despite a clear management plan, the current economic conditions and financial strain warrant patience, with potential risks to dividend sustainability and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Dow Is A Buy For The Very Patient
Summary Dow Inc. shares have dropped 25% in three months, but the stock has value due to its strategic supply chain role and decent dividend. Dow's three main segments—Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coating—are crucial for various industries, making it a key economic player. Despite soft demand and macroeconomic risks, Dow's balance sheet can support its 7% dividend, with potential mid-term earnings growth from ongoing projects. Dow offers a potential 14% CAGR by 2028, but due to economic volatility, it should be a small part of a diversified portfolio. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Dow: A 6% Dividend Yield Opportunity As Materials Giant Remains Undervalued (Upgrade)
Summary Dow Inc. gets upgraded to a buy from my prior sell rating, as its 6% dividend yield and undervaluation present an opportunity. Although it has weak revenue and earnings forecasts, DOW could see an upside from future growth in the construction and data-center segments. The firm has investment-grade ratings from top agencies like Fitch. Trading at a 1-year low price and 20% below its 200-day SMA, it presents a nice potential upside and price appreciation, should future earnings beat estimates. The continued risk of environmental contamination issues could pose a future downside risk of lawsuits, negative press, and fines. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Dow: Portfolio Optimization Ahead, Buy Reiterated
Summary Dow's portfolio continues to evolve, and we positively view the company's EU asset optimization. Investor sentiment on chemicals appears to be near a low point. The company offers downside protection thanks to a solid balance sheet and supportive shareholders' remuneration. DOW's strategic investments in high-growth businesses are expected to drive multi-year earnings growth. Our buy is confirmed. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Dow: Stabilization And China Key To Q3 Earnings Results
Summary Dow's shares have gained 6% over the past year, lagging behind the S&P 500, due to ongoing weakness in China. Q2 results showed a 4% sales decline, but signs of stabilization are emerging, with volumes and prices marginally improving. Key focus for Q3 includes revenue stability and margin management amid Chinese economic challenges and potential stimulus impacts. Despite current sluggishness, Dow's valuation is attractive with a 6.6% free cash flow yield and potential 15% upside, making it a buy. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$3b |
| Dec 31 2025 | US$19m | US$2m | -US$3b |
| Sep 30 2025 | n/a | n/a | -US$1b |
| Jun 30 2025 | n/a | n/a | -US$994m |
| Mar 31 2025 | n/a | n/a | US$281m |
| Dec 31 2024 | US$19m | US$2m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$21m | US$2m | US$578m |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$19m | US$2m | US$5b |
| Sep 30 2022 | n/a | n/a | US$6b |
| Jun 30 2022 | n/a | n/a | US$7b |
| Mar 31 2022 | n/a | n/a | US$7b |
| Dec 31 2021 | US$25m | US$2m | US$6b |
| Sep 30 2021 | n/a | n/a | US$6b |
| Jun 30 2021 | n/a | n/a | US$4b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$22m | US$2m | US$1b |
| Sep 30 2020 | n/a | n/a | -US$2b |
| Jun 30 2020 | n/a | n/a | -US$2b |
| Mar 31 2020 | n/a | n/a | -US$2b |
| Dec 31 2019 | US$16m | US$1m | -US$2b |
報酬と市場: Jimの 総報酬 ($USD 19.08M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Jimの報酬は増加しましたが、会社は利益を上げていません。
CEO
Jim Fitterling (63 yo)
7.8yrs
在職期間
US$19,078,777
報酬
Mr. James R. Fitterling, also known as Jim, serves as an Independent Director at 3M Company since February 5, 2021 and has been it's Lead Independent Director since April 03, 2024. He has been Chief Execut...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | US$19.08m | 0.043% $ 11.2m | |
| Chief Financial Officer | 2.6yrs | US$6.08m | 0.00015% $ 38.9k | |
| Chief Operating Officer | 1.4yrs | US$7.17m | 0.0088% $ 2.3m | |
| General Counsel & Corporate Secretary | 7.1yrs | US$4.86m | 0.011% $ 2.9m | |
| Executive Officer | less than a year | US$4.74m | 0.021% $ 5.4m | |
| Chief Technology & Sustainability Officer | 4.1yrs | データなし | 0.0061% $ 1.6m | |
| Chief Information & Digital Officer | 1.3yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Senior Vice President of Corporate Development | 2.3yrs | データなし | データなし | |
| Chief Human Resources Officer | 3.5yrs | データなし | 0.0021% $ 539.8k | |
| Senior Vice President of Operations | no data | US$4.08m | 0.0088% $ 2.3m | |
| President of Performance Materials & Coatings and Executive Oversight of Asia Pacific | 2.1yrs | データなし | 0.00074% $ 192.1k |
2.5yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: DOWの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | US$19.08m | 0.043% $ 11.2m | |
| Independent Director | 23.3yrs | US$355.01k | 0.0095% $ 2.5m | |
| Independent Director | 8.3yrs | US$330.01k | 0.00024% $ 62.3k | |
| Independent Lead Director | 11.3yrs | US$400.01k | 0.0031% $ 796.8k | |
| Independent Director | 8.3yrs | US$330.01k | 0.0036% $ 939.5k | |
| Independent Director | 6.8yrs | US$350.01k | 0.00018% $ 46.7k | |
| Independent Director | 4.1yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$330.01k | 0.0015% $ 394.5k | |
| Independent Director | 5.1yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 8.3yrs | US$350.01k | 0.00052% $ 135.0k | |
| Independent Director | 6.1yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 5.1yrs | US$330.01k | 0.00037% $ 96.0k |
7.3yrs
平均在職期間
67yo
平均年齢
経験豊富なボード: DOWの 取締役会 は 経験豊富 であると考えられます ( 7.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 21:24 |
| 終値 | 2026/05/26 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 |
| |
| 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
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dow Inc. 14 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。36
| アナリスト | 機関 |
|---|---|
| William Selesky | Argus Research Company |
| null null | Argus Research Company |
| Michael Leithead | Barclays |