VERBUND AG

WBAG:VER 주식 리포트

시가총액: €20.1b

VERBUND 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Michael Strugl

최고경영자

€2.0m

총 보수

CEO 급여 비율39.05%
CEO 재임 기간7.6yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간7.6yrs
이사회 평균 재임 기간7.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Jun 24

VER: Softer Margins And Leadership Change Will Shape Future Risk Reward Balance

Analysts have trimmed their price targets on VERBUND, with recent cuts of €5, €1 and €1, contributing to a lower consensus view that reflects updated expectations for revenue trends, profit margins and the stock's future P/E. Analyst Commentary Recent research on VERBUND points to a more cautious tone, with several firms cutting their price targets and reinforcing a generally conservative stance on valuation and execution risk.
내러티브 업데이트 • Jun 07

VER: Cautious Outlook Balances Fair Pricing With Earnings And Execution Risks

Narrative update The analyst fair value estimate for VERBUND has been adjusted slightly higher to €54.6 from €53.9. This reflects a series of recent price target cuts by analysts who now see lower revenue contraction, a marginally lower future P/E and a small reduction in expected profit margins. Analyst Commentary Recent Street research on VERBUND has tilted more cautious, with several bearish analysts trimming price targets and, in one case, shifting to a more negative rating.
내러티브 업데이트 • May 24

VER: Softer Margins And Dividend Policy Will Shape Future Risk Reward Balance

Narrative update on VERBUND The analyst price target for VERBUND has been cut by €1.45, with recent reductions toward about €56. This reflects analysts' focus on softer profit margin expectations, a slightly higher discount rate, and more conservative P/E assumptions, despite a less steep projected revenue decline.
내러티브 업데이트 • May 07

VER: Richer Future P/E And Margin Reset Will Pressure Overvalued Shares

The updated analyst price target for VERBUND moves slightly lower to €53.90. Analysts point to a higher discount rate, softer margin assumptions and a richer future P/E multiple as key drivers behind the recent series of target cuts and downgrades.
내러티브 업데이트 • Apr 23

VER: 2026 Earnings Guidance And Dividend Will Support Upside Potential

Analysts have reduced their average price target on VERBUND by around €0.20. This reflects slightly softer assumptions for long term fair value and earnings power following recent target cuts and downgrades from several research houses.
내러티브 업데이트 • Apr 08

VER: Dividend Outlook And 2026 Guidance Will Support Upside Despite Cautious Margins

Analysts have trimmed VERBUND's fair value estimate by about €0.53 per share. This reflects slightly softer profit margin assumptions and a series of recent price target cuts and downgrades, while revenue growth expectations and future P/E assumptions remain largely unchanged.
내러티브 업데이트 • Mar 25

VER: Future Earnings Delivery And Dividend Payout Will Shape Balanced Market View

VERBUND’s analyst fair value estimate has been trimmed by about €0.53 to €61.63 as analysts factor in more cautious revenue and margin assumptions, alongside recent price target downgrades. At the same time, some targets, such as Deutsche Bank’s move to €56, have edged slightly higher.
내러티브 업데이트 • Mar 09

VER: Future Earnings Quality And Execution Will Shape Balanced Market View

Analysts have trimmed their fair value estimate for VERBUND by about €1.73 to roughly €62.17, reflecting updated views on slightly softer revenue trends, thinner profit margins and a modestly lower future P/E expectation. Recent Street research has shown mixed moves in price targets, including Deutsche Bank's €1 increase and Berenberg's €5 reduction.
내러티브 업데이트 • Feb 23

VER: Special Dividend Proposal Will Support Upside Despite More Cautious Outlook

Analysts have trimmed their fair value estimate for VERBUND from about €78.84 to roughly €77.35. They cite slightly higher discount rate assumptions, softer revenue expectations, and a modestly lower profit margin outlook, while keeping future P/E assumptions broadly in line.
분석 기사 • Feb 11

There's Been No Shortage Of Growth Recently For VERBUND's (VIE:VER) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
내러티브 업데이트 • Feb 08

VER: Special Dividend And Adjusted Assumptions Will Shape Measured Future P/E Outlook

Analysts have reduced their price target on VERBUND by €5, reflecting updated assumptions around discount rates, revenue expectations and profit margins, while keeping their fair value estimate steady at €56.00. Analyst Commentary Bearish analysts cutting their price targets by €5 while holding a fair value estimate of €56.00 are signaling that they see less upside in the current share price than before, even if their long term view on intrinsic value is unchanged.
내러티브 업데이트 • Jan 23

VER: Special Dividend Will Offset Cautious Stance On Future P/E

Analysts have trimmed their price targets on VERBUND by €5, reflecting updated views on revenue trends, profit margins and future P/E assumptions. Analyst Commentary Bearish analysts cutting their price targets on VERBUND by €5 are signalling a more cautious stance on the shares, particularly around how current earnings and valuation stack up against updated assumptions.
분석 기사 • Jan 15

A Look At The Intrinsic Value Of VERBUND AG (VIE:VER)

Key Insights The projected fair value for VERBUND is €66.71 based on 2 Stage Free Cash Flow to Equity Current share...
내러티브 업데이트 • Jan 09

VER: Special Dividend Plan Will Highlight Stronger Margins And Supportive Outlook

Analysts have trimmed their price target on VERBUND by about €1.83, reflecting updated views that combine a softer revenue outlook with higher projected profit margins and a lower future P/E multiple. What's in the News The Executive Board plans to propose a special dividend of €1.15 per share for the 2025 financial year, in addition to the regular dividend, at the 2026 Annual General Meeting.
내러티브 업데이트 • Dec 26

VER: Hold Upgrades Will Limit Future Upside Despite Special Dividend

Analysts have modestly raised their price target on VERBUND to EUR 60, citing recent upgrades to Hold and a more balanced view of revenue growth and profitability despite only minor model assumption changes. Analyst Commentary Recent rating actions reflect a shift from a clearly negative stance toward a more neutral positioning, with upgrades to Hold accompanied by price targets in the EUR 60 to EUR 64.40 range.
내러티브 업데이트 • Dec 12

VER: Fair Outlook Will Balance Hold Upgrades And Special Dividend Expectations

Analysts have modestly increased their price target on VERBUND to EUR 56.0 from EUR 55.3. This reflects a slightly higher fair value driven by improving margin expectations and recent rating upgrades to Hold across the Street. Analyst Commentary Recent Street research signals a shift from overtly negative stances toward a more neutral, wait and see posture, with multiple bearish analysts moving their recommendations up to Hold while still flagging downside risks to earnings and valuation.
분석 기사 • Dec 01

These 4 Measures Indicate That VERBUND (VIE:VER) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Oct 26

There Is A Reason VERBUND AG's (VIE:VER) Price Is Undemanding

When close to half the companies in Austria have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
분석 기사 • Oct 05

A Look At The Fair Value Of VERBUND AG (VIE:VER)

Key Insights The projected fair value for VERBUND is €65.01 based on 2 Stage Free Cash Flow to Equity VERBUND's €63.00...
내러티브 업데이트 • Sep 13

Limberg III And Spanish Solar Farms Will Face Revenue Risks

With VERBUND's future P/E and net profit margin remaining essentially stable, analysts see little change in fundamentals, resulting in only a marginal decrease in the consensus price target from €64.40 to €63.90. Valuation Changes Summary of Valuation Changes for VERBUND The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €64.40 to €63.90.
분석 기사 • Aug 18

Returns At VERBUND (VIE:VER) Are On The Way Up

WBAG:VER 1 Year Share Price vs Fair Value Explore VERBUND's Fair Values from the Community and select yours If you're...
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새로운 내러티브 • Nov 10

Austrian Renewable Ambitions Clash With Declining Profits And Mounting Debt

Significant capital investment in hydropower and renewables may impact revenue growth due to high initial costs before returns materialize.

CEO 보수 분석

Michael Strugl의 보수는 VERBUND의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

€1b

Mar 31 2026n/an/a

€1b

Dec 31 2025€2m€765k

€1b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€2b

Dec 31 2024€2m€765k

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024n/an/a

€2b

Dec 31 2023€2m€750k

€2b

Sep 30 2023n/an/a

€3b

Jun 30 2023n/an/a

€2b

Mar 31 2023n/an/a

€2b

Dec 31 2022€2m€750k

€2b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€1b

Dec 31 2021€1m€750k

€874m

Sep 30 2021n/an/a

€741m

Jun 30 2021n/an/a

€646m

Mar 31 2021n/an/a

€620m

Dec 31 2020€1m€685k

€631m

Sep 30 2020n/an/a

€582m

Jun 30 2020n/an/a

€527m

Mar 31 2020n/an/a

€533m

Dec 31 2019€685k€685k

€555m

보상 대 시장: Michael의 총 보수(USD2.26M)는 Austrian 시장에서 비슷한 규모 기업의 평균(USD4.89M)보다 낮습니다.

보상과 수익: Michael의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Michael Strugl (63 yo)

7.6yrs
재임 기간
€1,958,902
보수

Dr. Michael Strugl has been Chief Executive Officer and Chairman of Executive Board at VERBUND AG since January 1, 2021. Dr. Strugl was the Vice Chairman of the Board at Verbund Ag from January 1, 2019 unt...

리더십 팀

이름직위재임 기간보수지분
Michael Strugl
CEO & Chairman of Executive Board7.6yrs€1.96m데이터 없음
Peter Kollmann
CFO & Vice Chairman of the Executive Board12.6yrs€1.65m데이터 없음
Achim Kaspar
COO & Member of Executive Board7.6yrs€1.24m데이터 없음
Susanna Zapreva-Hennerbichler
Chief Renewables Officer & Member of Executive Board2.6yrs€809.90k데이터 없음
Andreas Wollein
Head of Group Finance & Investor Relationsno data데이터 없음데이터 없음
7.6yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: VER의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.6 년).

이사회 구성원

이름직위재임 기간보수지분
Edith Hlawati
Independent First Deputy Chairwoman of the Supervisory Board4.3yrs데이터 없음데이터 없음
Kurt Christof
Employee Representative Member of Supervisory Board22.4yrs€4.00k데이터 없음
Martin Ohneberg
Independent Chairman of the Supervisory Board7.3yrs€22.50k데이터 없음
Stefan Szyszkowitz
Member of Supervisory Board8.3yrs€12.50k데이터 없음
Eva Eberhartinger
Independent Second Deputy Chair of Supervisory Board2.3yrs데이터 없음데이터 없음
Wolfgang Liebscher
Employee Representative Member of Supervisory Board12.8yrs€3.50k데이터 없음
Jürgen Roth
Independent Member of Supervisory Board11.3yrs€20.17k데이터 없음
Peter Weinelt
Member of Supervisory Board9.3yrs€12.50k데이터 없음
Isabella Hönlinger
Employee Representative Member of Supervisory Board9.9yrs€2.50k데이터 없음
Veronika Neugeboren
Employee Representative Member of Supervisory Board7.3yrs€2.00k데이터 없음
Eckhardt Rummler
Independent Member of Supervisory Board6.2yrs데이터 없음데이터 없음
Christa Schlager
Independent Member of Supervisory Board6.2yrs데이터 없음데이터 없음
7.8yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: VER의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/10 09:52
종가2026/08/07 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

VERBUND AG는 29명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Monica GirardiBarclays
Peter CramptonBarclays
Andrew FisherBerenberg