BASF SE

XTRA:BAS 주식 리포트

시가총액: €47.8b

BASF 배당 및 자사주 매입

배당 기준 점검 1/6

BASF 은(는) 현재 수익률이 4.11% 인 배당금 지급 회사입니다. 다음 지급일은 6th May, 2026 이며 배당락일은 다음과 같습니다. 4th May, 2026.

핵심 정보

4.1%

배당 수익률

0.7%

자사주 매입 수익률

총 주주 수익률4.9%
미래 배당 수익률4.5%
배당 성장률-0.2%
다음 배당 지급일06 May 26
배당락일04 May 26
주당 배당금n/a
배당 성향140%

최근 배당 및 자사주 매입 업데이트

Recent updates

BAS: Policy Hopes And Weak 2025 Guidance Will Limit Upside Potential

Analysts have made only a small adjustment to the price target for BASF, lifting it by about €0.05. They are balancing recent upgrades and target hikes from several banks with more cautious views that highlight valuation concerns and limited earnings visibility.

BAS: Policy Support And Carbon Tax Deferral Will Drive Future Upside Potential

The analyst fair value estimate for BASF has been adjusted from €62.00 to €63.00, with analysts pointing to slightly higher assumed revenue growth, a modestly stronger profit margin profile, a lower discount rate, and a small uplift in future P/E assumptions, supported by a mix of recent target increases, upgrades, and downgrades across the Street. Analyst Commentary Recent research on BASF has been mixed, but there is a clear group of bullish analysts who see room for upside, reflected in a series of upgrades and higher price targets clustered around the €48 to €56 range and above.

BAS: Policy Hopes And Weak 2025 Guidance Will Constrain Share Price Upside

The analyst price target for BASF has been reduced by €2 to €36 to reflect a slightly lower fair value estimate, as analysts balance recent rating changes and mixed views on earnings visibility and valuation across the Street. Analyst Commentary Recent research on BASF reflects a split view, with some firms lifting ratings and targets while others question how sustainable the current valuation and earnings outlook might be.

BAS: Policy Support And Carbon Tax Deferral Will Shape Future Earnings Visibility

Narrative Update The consolidated analyst price target for BASF has shifted to €54, with this adjustment reflecting a mix of recent upgrades and downgrades as analysts evaluate policy support, valuation concerns, and earnings visibility. Analyst Commentary Recent research shows a split tape on BASF, but there is a clear cluster of bullish analysts converging around the new €54 consolidated target, even as some more cautious voices highlight valuation and earnings risks.

BAS: Policy Support And Carbon Tax Deferral Will Shape Earnings Outlook

Narrative update on BASF The analyst price target for BASF has been adjusted to €62.00 per share. Analysts point to mixed recent ratings activity, concerns about earnings visibility and valuation, and the influence of policy support and stimulus on sentiment rather than fundamentals.

BAS: Coatings Exit And Portfolio Actions Will Shape Balanced Medium-Term Outlook

Analysts have nudged their fair value estimate for BASF up from €48.13 to €48.50, reflecting refreshed assumptions on revenue growth, profit margins and P/E multiples, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable fine tuning fair value rather than making wholesale changes, which can signal that they see current assumptions on revenue, margins and P/E as broadly reasonable.

BAS: Weak 2025 Guidance Will Limit Upside Despite Planned Share Buyback

Analysts have kept their fair value estimate for BASF steady at €38.00. With slightly revised assumptions for discount rate, revenue growth, profit margin and future P/E, they frame this as a recalibration of how the same price target is supported rather than a change in where they think the shares should trade.

BAS: Coatings Sale And Portfolio Moves Will Anchor Medium-Term Upside Potential

Analysts have nudged their price target for BASF slightly higher to €52. This reflects updated assumptions on fair value and future P/E, supported by recent Street research that highlights the coatings sale price as ahead of expectations.

BAS: Coatings Sale Will Leave Limited Upside As Cyclical Headwinds Persist

Analysts have modestly raised their price target on BASF to EUR 52.00, citing a more favorable margin outlook supported by the sale price achieved for the coatings business, which came in ahead of expectations. Analyst Commentary While the latest coverage restart with a Buy rating and a EUR 52 price target underscores improved confidence in BASF's margin trajectory, sentiment across the broader analyst community remains mixed.

BAS: Coatings Divestiture And Buyback Program Will Support Medium-Term Upside

Analysts have modestly raised their price target for BASF to EUR 52, citing a stronger than expected valuation for the coatings divestiture and a higher anticipated future P/E multiple, despite slightly slower revenue growth and lower margin assumptions. Analyst Commentary Analyst feedback on BASF reflects a predominantly constructive outlook following the coatings divestiture and the reset in valuation expectations.

BAS: Upcoming Coatings Sale And Industry Headwinds Will Influence Medium-Term Performance

The analyst price target for BASF was revised slightly downward from €48.33 to €48.03, as analysts cite incrementally softer revenue growth and profit margin assumptions, despite positive views on the company's recent business developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding BASF’s future performance.

BAS: Recent Asset Sale And Industry Uncertainty Will Shape Medium-Term Outlook

Analysts have revised BASF's fair value price target slightly lower from €49.18 to €48.33. They cite more tempered expectations for revenue growth and future earnings, even as they acknowledge positive signals such as the successful sale of its coatings business.

Asset Sales Momentum And Recovery Outlook Will Shape Ag Unit’s Market Debut

Analysts have raised their fair value estimate for BASF slightly to €49.18 from €49.08, citing outperformance in asset sales and an improving demand outlook in European chemicals as key reasons for the upward adjustment. Analyst Commentary Recent analyst updates have provided a detailed view of the evolving sentiment around BASF, highlighting both upside catalysts and remaining risks for investors to consider.

Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value

Analysts have lowered their price target for BASF from €49.88 to €49.08. They cite tempered revenue growth projections, a slight decline in profit margins, and a higher discount rate, despite expectations for improved chemical demand in Europe over the coming years.

Are Investors Undervaluing BASF SE (ETR:BAS) By 31%?

Sep 06
Are Investors Undervaluing BASF SE (ETR:BAS) By 31%?

BASF (ETR:BAS) Has A Pretty Healthy Balance Sheet

Aug 19
BASF (ETR:BAS) Has A Pretty Healthy Balance Sheet

Should You Investigate BASF SE (ETR:BAS) At €41.48?

Jun 21
Should You Investigate BASF SE (ETR:BAS) At €41.48?

BASF SE (ETR:BAS) Not Lagging Industry On Growth Or Pricing

May 30
BASF SE (ETR:BAS) Not Lagging Industry On Growth Or Pricing

Why BASF's (ETR:BAS) Earnings Are Better Than They Seem

May 09
Why BASF's (ETR:BAS) Earnings Are Better Than They Seem

BASF SE (ETR:BAS) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

May 06
BASF SE (ETR:BAS) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
User avatar

Global Restructuring And Expansion Power Growth Amidst Industry Challenges

Cost-saving programs and restructuring efforts are expected to improve competitiveness and profitability through enhanced net margins and reduced operational costs.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: BAS 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: BAS 의 배당금 지급액은 지난 10 년 동안 감소했습니다.


배당 수익률 vs 시장

BASF 배당 수익률 vs 시장
BAS의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (BAS)4.1%
시장 하위 25% (DE)1.6%
시장 상위 25% (DE)4.5%
업계 평균 (Chemicals)3.6%
분석가 예측 (BAS) (최대 3년)4.5%

주목할만한 배당금: BAS 의 배당금( 4.11% )은 German 시장에서 배당금 지급자의 하위 25%( 1.57% )보다 높습니다.

고배당: BAS 의 배당금( 4.11% )은 German 시장에서 배당금 지급자의 상위 25%( 4.52% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 지급 비율 ( 139.9% )이 높기 때문에 BAS 의 배당금 지급은 수익으로 잘 충당되지 않습니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 146.3% )이 높기 때문에 BAS 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/02 02:19
종가2026/04/30 00:00
수익2026/03/31
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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

BASF SE는 44명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Konstantin WiechertBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.