FTAI Infrastructure Inc.

NasdaqGS:FIP 株式レポート

時価総額：US$499.8m

FTAI Infrastructure 配当と自社株買い

配当金 基準チェック /16

FTAI Infrastructureは配当を支払う会社で、現在の利回りは2.84%です。次の支払い日は 12th June, 2026で、権利落ち日は18th May, 2026 。

主要情報

2.8%

配当利回り

-0.5%

バイバック利回り

総株主利回り2.3%
将来の配当利回り2.8%
配当成長15.1%
次回配当支払日12 Jun 26
配当落ち日18 May 26
一株当たり配当金n/a
配当性向-3%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha • May 09

FTAI Infrastructure: Lot Of Noise But Steps To Monetization

Summary FTAI Infrastructure is progressing toward asset monetization, highlighted by the announced $1.52 billion Long Ridge sale and ongoing debt reduction. Segment updates show Transtar realizing $10 million annualized cost synergies and targeting $23 million, with revenue synergies expected from propane loadings via Repauno. Jefferson is negotiating contracts to increase throughput to 500,000 barrels/day, potentially raising EBITDA from $60 million to $100–110 million. Management targets Repauno and possibly Jefferson monetization in 2025, with risk/reward remaining compelling as leverage declines and business complexity reduces. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29

FIP: Auditor Change And Filing Delay Will Unlock Future Upside Potential

Analysts have nudged their price targets on FTAI Infrastructure slightly higher, citing modest adjustments in discount rates, revenue growth, profit margins, and forward P/E assumptions. Together, these revisions support a small uplift in estimated fair value per share in dollar terms.
ナラティブの更新 • Apr 11

FIP: Filing Delay Will Create Upside As Market Reassesses Earnings Quality

Analysts have slightly adjusted their price targets on FTAI Infrastructure, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value steady at about $10.00 per share.
ナラティブの更新 • Mar 28

FIP: Filing Delay Will Create Future Upside As Market Reassesses Earnings Quality

Analysts have nudged their price target on FTAI Infrastructure to $10.00, citing small updates to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News FTAI Infrastructure announced on 03/03/2026 that it will be unable to file its next Form 10-K by the required SEC deadline, indicating a delay in its annual reporting timeline (SEC filing notice).
ナラティブの更新 • Mar 12

FIP: Filing Delay Risk Will Set Up Attractive Future Upside Potential

Analysts have trimmed their price target on FTAI Infrastructure to $10.00, reflecting slightly lower assumptions for revenue growth and profit margins, along with a marginally reduced discount rate and a modestly higher future P/E multiple. What's in the News On 03/03/2026, FTAI Infrastructure Inc.
ナラティブの更新 • Feb 26

FIP: Refined Earnings Assumptions Will Support Future Upside Potential

Analysts have modestly raised their price target for FTAI Infrastructure, citing slightly higher assumed revenue growth of 45.30%, a marginally lower discount rate of 8.50%, and a small reduction in future P/E expectations to 20.51x, which together refine their view of the stock's risk and earnings power. Valuation Changes Fair Value: $10.0 is unchanged.
ナラティブの更新 • Feb 10

FIP: Higher Revenue And Margin Expectations Will Support Future Upside Potential

Analysts have raised their price target on FTAI Infrastructure to US$10.00, reflecting updated assumptions that point to slightly higher revenue growth and profit margin expectations, along with a modestly lower future P/E multiple and discount rate. Valuation Changes Fair Value: The fair value estimate remains unchanged at US$10.00 per share.
ナラティブの更新 • Jan 25

FIP: Refined Assumptions Will Support Strong Future Upside Potential

Analysts have made a modest adjustment to their price target on FTAI Infrastructure, maintaining fair value at $10.00 and refining assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company's risk and earnings power. Valuation Changes Fair Value: Kept unchanged at $10.00, indicating no adjustment to the central valuation anchor.
分析記事 • Jan 22

Investors Still Aren't Entirely Convinced By FTAI Infrastructure Inc.'s (NASDAQ:FIP) Revenues Despite 27% Price Jump

FTAI Infrastructure Inc. ( NASDAQ:FIP ) shareholders would be excited to see that the share price has had a great...
ナラティブの更新 • Jan 11

FIP: Improved Margins And Growth Assumptions Will Support Strong Future Upside

Analysts have modestly adjusted their price target on FTAI Infrastructure, citing updated assumptions around discount rates, revenue growth of about 43.33% and profit margins of about 5.22%, along with a slightly lower future P/E of about 23.28x. Valuation Changes Fair Value: Kept unchanged at a narrative value of 10.0 and an updated value of 10.0, indicating no revision in the core estimate.
ナラティブの更新 • Dec 26

FIP: Improved Profit Margins Are Expected To Drive Strong Future Upside

Analysts have raised their price target on FTAI Infrastructure to 10.00 dollars, driven by slightly lower discount rate assumptions, marginally higher projected revenue growth, and a modestly improved long term profit margin outlook that supports a stronger future earnings multiple. Valuation Changes Fair Value: Unchanged at 10.0 dollars per share, indicating no adjustment to the fundamental value estimate.
ナラティブの更新 • Dec 12

FIP: Profit Margin Expansion Is Expected To Drive Strong Future Upside

Analysts have raised their price target on FTAI Infrastructure from 9.00 dollars to 10.00 dollars, citing improving profit margin expectations and a more reasonable future earnings multiple, even as they assume moderating revenue growth. Valuation Changes The fair value estimate has risen moderately from 9.0 dollars to 10.0 dollars, reflecting an uplift in the assessed intrinsic value per share.
分析記事 • Nov 18

Slammed 26% FTAI Infrastructure Inc. (NASDAQ:FIP) Screens Well Here But There Might Be A Catch

FTAI Infrastructure Inc. ( NASDAQ:FIP ) shareholders won't be pleased to see that the share price has had a very rough...
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新しいナラティブ • Mar 25

Long Ridge And Repauno Developments Will Unlock New Business Opportunities

Strategic refinancing, acquisitions, and contract conversions are set to significantly boost earnings, revenue, and EBITDA through increased power prices and capacity payments.
分析記事 • Jan 09

With FTAI Infrastructure Inc. (NASDAQ:FIP) It Looks Like You'll Get What You Pay For

FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) price-to-sales (or "P/S") ratio of 2.9x may not look like an appealing...
分析記事 • Nov 03

FTAI Infrastructure (NASDAQ:FIP) Has Announced A Dividend Of $0.03

The board of FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on...
Seeking Alpha • Aug 07

FTAI Infrastructure: Valuation Has Gone Off The Rails And Momentum Is Losing Steam

Summary FTAI Infrastructure owns North American energy infrastructure assets. The company recently reported Q2'24 earnings with revenue miss but positive EBITDA; performance seems to be going well across business units. However, given high maintenance capex and interest expense are significant detractors from EBITDA, the valuation doesn't appear as cheap as it is at first glance. At a 34x adjusted multiple to account for these items, shares of FTAI Infrastructure are too expensive, especially after a 192% rise in shares over the last year. Read the full article on Seeking Alpha
分析記事 • Aug 06

FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03

FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on the 20th of...
Seeking Alpha • Jun 16

FTAI Infrastructure: American Hard Assets With Upside

Summary FTAI Infrastructure is initiated with a buy rating and a price target of $11 per share by 1Q2025. Cash flows from Transtar's performance will enable FIP to finalize agreements on its remaining segments, unlocking accretive EBITDA by 4Q2024. The company has the potential to generate around $200 million in EBITDA by 2Q2025, translating to an intrinsic value of $14 per share. Read the full article on Seeking Alpha
分析記事 • Mar 19

FTAI Infrastructure (NASDAQ:FIP) Will Pay A Dividend Of $0.03

FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) investors are due to receive a payment of $0.03 per share on 5th of April...
分析記事 • Mar 13

Why Investors Shouldn't Be Surprised By FTAI Infrastructure Inc.'s (NASDAQ:FIP) 30% Share Price Surge

FTAI Infrastructure Inc. ( NASDAQ:FIP ) shares have continued their recent momentum with a 30% gain in the last month...
分析記事 • Mar 05

FTAI Infrastructure (NASDAQ:FIP) Is Paying Out A Dividend Of $0.03

FTAI Infrastructure Inc. ( NASDAQ:FIP ) will pay a dividend of $0.03 on the 5th of April. The dividend yield will be...
分析記事 • Jan 04

FTAI Infrastructure Inc.'s (NASDAQ:FIP) Subdued P/S Might Signal An Opportunity

There wouldn't be many who think FTAI Infrastructure Inc.'s ( NASDAQ:FIP ) price-to-sales (or "P/S") ratio of 1.2x is...
分析記事 • Oct 31

FTAI Infrastructure's (NASDAQ:FIP) Dividend Will Be $0.03

FTAI Infrastructure Inc. ( NASDAQ:FIP ) has announced that it will pay a dividend of $0.03 per share on the 16th of...
分析記事 • Nov 01

Calculating The Intrinsic Value Of FTAI Infrastructure Inc. (NASDAQ:FIP)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of FTAI Infrastructure...

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、 FIP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: FIPは4年間のみ配当金を支払っており、それ以降支払額は増加していません。

配当利回り対市場

FTAI Infrastructure 配当利回り対市場
FIP 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 (FIP)2.8%
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Transportation)1.6%
アナリスト予想 (FIP) (最長3年)2.8%

注目すべき配当: FIPの配当金 ( 2.84% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: FIPの配当金 ( 2.84% ) はUS市場の配当金支払者の上位 25% ( 4.27% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: FIPは配当金を支払っていますが、会社は利益を上げていません。

株主配当金

キャッシュフローカバレッジ: FIPは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 15:40
終値2026/05/20 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
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

FTAI Infrastructure Inc. 3 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。3

アナリスト機関
Gregory LewisBTIG
Brian MckennaCitizens JMP Securities, LLC
Giuliano Anderes BolognaCompass Point Research & Trading, LLC