Sapiens International Corporation N.V.

NasdaqGS:SPNS 株式レポート

時価総額:US$2.4b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Sapiens International 配当と自社株買い

配当金 基準チェック /26

Sapiens International配当を支払う会社であり、現在の利回りは1.38%で、収益によって十分にカバーされています。

主要情報

1.4%

配当利回り

0%

バイバック利回り

総株主利回り1.4%
将来の配当利回り1.4%
配当成長1.9%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向26%

最近の配当と自社株買いの更新

分析記事 Aug 27

Sapiens International (NASDAQ:SPNS) Is Increasing Its Dividend To $0.29

Sapiens International Corporation N.V. ( NASDAQ:SPNS ) has announced that it will be increasing its dividend from last...

Recent updates

ナラティブ更新 Dec 18

SPNS: Private Ownership And Leadership Transition Will Shape Future Profitability Outlook

Analysts have raised their price target on Sapiens International from 37.25 dollars to 43.50 dollars, citing slightly improved margin expectations and a higher projected future earnings multiple, despite marginally lower revenue growth forecasts. What's in the News Advent International completed the acquisition of a 56.5% stake in Sapiens for approximately $1.4 billion at $43.50 per share, and Sapiens has been delisted to operate as a private company, with Formula Systems retaining a minority stake (Key Developments).
ナラティブ更新 Aug 15

SaaS Transition And AI Integration Will Improve Market Position

The consensus analyst price target for Sapiens International has increased to $37.25, primarily reflecting improved revenue growth expectations and a higher future P/E multiple. What's in the News Advent International entered into a definitive agreement to acquire a 56.5% stake in Sapiens International for $1.4 billion ($43.5 per share), valuing the company at approximately $2.48 billion; following completion, Sapiens will be taken private, with the deal expected to close in Q4 2025 or Q1 2026, subject to shareholder and regulatory approvals (Key Developments, 2025-08-13).
分析記事 Aug 04

We Like These Underlying Return On Capital Trends At Sapiens International (NASDAQ:SPNS)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Jul 28

Sapiens Ups Growth Estimate But Earnings Are Flat

Summary I maintain a Hold rating on Sapiens International Corporation N.V. due to improved revenue growth but stagnant earnings and rising expenses. SPNS is valued at a significant discount to SaaS peers, reflecting its slower growth outlook despite strong profitability and conservative capital allocation. The company’s transition to cloud and focus on Life & Annuity customers may drive future growth, but meaningful earnings improvement is unlikely before 2026. Industry conditions are stabilizing, so I'm holding out for improved results in 2026. Read the full article on Seeking Alpha
分析記事 Jul 23

Is Sapiens International Corporation N.V. (NASDAQ:SPNS) Potentially Undervalued?

Sapiens International Corporation N.V. ( NASDAQ:SPNS ), might not be a large cap stock, but it received a lot of...
分析記事 May 25

Sapiens International (NASDAQ:SPNS) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 24

Here's Why We Think Sapiens International (NASDAQ:SPNS) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Apr 11

Is It Time To Consider Buying Sapiens International Corporation N.V. (NASDAQ:SPNS)?

While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw...
分析記事 Mar 24

Sapiens International Corporation N.V.'s (NASDAQ:SPNS) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 20.9x Sapiens International Corporation N.V. ( NASDAQ:SPNS ) may be...
Seeking Alpha Mar 14

Sapiens Faces Headwinds To Upside Catalysts

Summary Sapiens beat Q4 2024 earnings estimates but missed revenue expectations. The insurance software market is projected to grow significantly, driven by efficiency needs and complex regulations, with Sapiens focusing on P&C insurance firms. Despite increased investments in sales and marketing, Sapiens' revenue growth guidance for 2025 is only 2.4%, but with operating margins expected to improve. Sapiens is valued at a discount to peers due to lower growth rates, but its transition to a SaaS platform could enhance long-term revenue and customer retention. The company is encountering headwinds in growth and Forex changes, so my outlook is a Hold on SPNS for now. Read the full article on Seeking Alpha
分析記事 Feb 19

Are Sapiens International Corporation N.V. (NASDAQ:SPNS) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sapiens International fair value estimate is US$21.96 Current...
分析記事 Jan 03

We Like These Underlying Return On Capital Trends At Sapiens International (NASDAQ:SPNS)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 Dec 17

Is It Time To Consider Buying Sapiens International Corporation N.V. (NASDAQ:SPNS)?

While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw...
分析記事 Nov 19

Some Sapiens International Corporation N.V. (NASDAQ:SPNS) Shareholders Look For Exit As Shares Take 25% Pounding

Sapiens International Corporation N.V. ( NASDAQ:SPNS ) shareholders that were waiting for something to happen have been...
分析記事 Nov 14

Sapiens International Corporation N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on Sapiens International Corporation N.V. ( NASDAQ:SPNS ), given that...
分析記事 Nov 07

Is Sapiens International (NASDAQ:SPNS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha Oct 13

Sapiens International: Great Execution Continues

Summary Sapiens International's revenue model taking effect understates revenue growth slightly. It continues to look good in terms of ARR. New logo wins come in, and growth for a while longer looks assured as the company fires shots into the Tier 1 insurers wallets. On a relative basis, the company looks quite attractively valued, and it may be interesting as a GARP play. Probably deserves a watchlist spot at this point. This sort of recurring revenue model that it is embracing may also be something that attracts an acquisition exit at some point, once rumored earlier in the year. Read the full article on Seeking Alpha
分析記事 Oct 01

Returns On Capital Are Showing Encouraging Signs At Sapiens International (NASDAQ:SPNS)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
User avatar
新しいナラティブ Sep 11

Shifting To SaaS And Calculated Partnerships Power Revenue And Innovation Surge

Transition to a SaaS model with an emphasis on AI and digital transformation through strategic partnerships is aimed at boosting revenue predictability and market share.
分析記事 Aug 27

Sapiens International (NASDAQ:SPNS) Is Increasing Its Dividend To $0.29

Sapiens International Corporation N.V. ( NASDAQ:SPNS ) has announced that it will be increasing its dividend from last...
分析記事 Aug 16

Do Sapiens International's (NASDAQ:SPNS) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Jul 31

Should You Investigate Sapiens International Corporation N.V. (NASDAQ:SPNS) At US$39.33?

While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw a...
分析記事 Jul 14

Estimating The Fair Value Of Sapiens International Corporation N.V. (NASDAQ:SPNS)

Key Insights The projected fair value for Sapiens International is US$40.09 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Jul 04

Sapiens International: Strategic Innovations And Growth Prospects, Bullish Outlook

Summary Sapiens International has potential for growth due to its AI-based insurance platform and improved artificial intelligence capabilities. The company has shown steady revenue growth and improved profit margins in recent quarters. Challenges include global economic uncertainties and long sales cycles, but strategic initiatives position the company for future success. Read the full article on Seeking Alpha
分析記事 Jul 02

We Think Sapiens International (NASDAQ:SPNS) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 04

Sapiens International (NASDAQ:SPNS) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Apr 26

Is Now An Opportune Moment To Examine Sapiens International Corporation N.V. (NASDAQ:SPNS)?

Sapiens International Corporation N.V. ( NASDAQ:SPNS ), might not be a large cap stock, but it saw a double-digit share...
Seeking Alpha Apr 16

Sapiens: Accelerating In Q4 With Margin Levers Pulled

Summary Sapiens is seeing the promised margin lift from growing recurring revenue in the mix. New customers seem to be coming in at a constant pace, with growth driven by the Nordics. They are changing their billing and revenue recognition model in a typical shift to a subscription model, with some negative impact on reported guidance. Private equity firms might be in the mix looking to buy Sapiens. We think they have an attractive profile, and the valuation wouldn't be bad. The only issue is war may slow a deal down. Read the full article on Seeking Alpha
分析記事 Apr 11

Investors Appear Satisfied With Sapiens International Corporation N.V.'s (NASDAQ:SPNS) Prospects

With a price-to-earnings (or "P/E") ratio of 27.7x Sapiens International Corporation N.V. ( NASDAQ:SPNS ) may be...

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 SPNSが配当金を支払っている期間は 10 年未満です。

増加する配当: SPNSの配当金は増加していますが、同社は6年間しか配当金を支払っていません。


配当利回り対市場

Sapiens International 配当利回り対市場
SPNS 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (SPNS)1.4%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.9%
アナリスト予想 (SPNS) (最長3年)1.4%

注目すべき配当: SPNSの配当金 ( 1.38% ) はUS市場の配当金支払者の下位 25% ( 1.39% ) と比べると目立ったものではありません。

高配当: SPNSの配当金 ( 1.38% ) はUS市場の配当金支払者の上位 25% ( 4.21% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: SPNSの 配当性向 ( 26.1% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: SPNSの 現金配当性向 ( 47.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2025/12/18 10:48
終値2025/12/16 00:00
収益2025/09/30
年間収益2024/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

Sapiens International Corporation N.V. 2 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。7

アナリスト機関
Tavy RosnerBarclays
Danny KaplanBarclays
Ashwin ShirvaikarCitigroup Inc