Bayer Aktiengesellschaft

XTRA:BAYN 주식 리포트

시가총액: €46.9b

Bayer 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Bill Anderson

최고경영자

€9.2m

총 보수

CEO 급여 비율24.36%
CEO 재임 기간3.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간5.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Aug 05

BAYN: Glyphosate Ruling And Mixed Pipeline Outlook Will Shape Future Re Rating Potential

Analysts have lifted their Bayer fair value estimate from €31.26 to €46.00, reflecting higher price targets in recent research and greater confidence that glyphosate liabilities could remain capped within existing provisions following the recent Supreme Court ruling. Analyst Commentary Recent research on Bayer has become more constructive after the Supreme Court ruling on glyphosate, but not all commentary is positive.
내러티브 업데이트 Jul 22

BAYN: Glyphosate Litigation Clarity Will Drive Future Rerating Potential

Analysts have lifted their Bayer fair value estimate from €34.97 to €54.92. This reflects updated assumptions on revenue growth, profit margins, and future P/E multiples following recent research that highlights reduced glyphosate liability uncertainty and mixed, but generally more constructive, rating and price target revisions across the Street.
내러티브 업데이트 Jul 08

BAYN: Litigation Ruling And Settlement Progress Will Drive Future Re Rating

The analyst price target for Bayer has been revised higher from €60.00 to €63.81 as analysts factor in recent upgrades tied to progress on glyphosate litigation and mixed, but generally more constructive, Street research. Analyst Commentary Recent Street research on Bayer has turned more constructive, with several bullish analysts highlighting progress on glyphosate litigation and updated views on the company's pharmaceutical outlook.
내러티브 업데이트 Jun 24

BAYN: Litigation Progress And Key Approvals Will Drive Future Re Rating

Analysts nudged their average price target for Bayer slightly higher to about €40.50, citing updated views on litigation risks, the outlook for the asundexian pipeline, and recent recalibrations of valuation multiples such as forward P/E. Analyst Commentary Recent Street research around Bayer highlights a mixed but gradually improving tone, with several bullish analysts adjusting price targets and ratings as they reassess litigation exposure, the asundexian opportunity, and the conglomerate discount.
분석 기사 Jun 16

Bayer (XTRA:BAYN) Stock Could Be 9.2% Undervalued After FDA Approval Of AMBELVIST

Bayer (XTRA:BAYN) is back in focus after the U.S. FDA approved AMBELVIST, a macrocyclic gadolinium based contrast agent for contrast enhanced MRI in adults and pediatric patients, including term neonates. See our latest analysis for Bayer. Despite recent product and leadership announcements, Bayer’s 1 year total shareholder return of 32.05% contrasts with a 5 year total shareholder return that is down 24.26%, while its 90 day share price return is down 9.7%. This suggests longer term holders...
내러티브 업데이트 Jun 06

BAYN: Litigation Resolution And Key Drug Approvals Will Drive Future Re Rating

Narrative Update on Bayer Analysts have lifted Bayer's blended price target to €40, with many highlighting higher published targets from firms such as DZ Bank, Deutsche Bank, Jefferies and UBS. They are still pointing to litigation outcomes and the asundexian data readout as key swing factors.
내러티브 업데이트 May 22

BAYN: Easing Litigation Risks Will Support Re Rating And Future Upside Potential

Analysts have maintained the fair value estimate for Bayer at €60.00 and raised price targets in recent research, citing a series of upgrades, slightly higher assumptions for revenue growth and profit margins, as well as a modestly lower future P/E multiple following a broad reassessment of sector risks and company-specific legal developments. Analyst Commentary Recent research points to a clear shift toward more constructive views on Bayer, with several bullish analysts updating ratings and valuation frameworks in response to company specific developments and sector wide reassessments.
내러티브 업데이트 May 05

BAYN: Future Litigation And Settlement Uncertainty Will Constrain Share Upside Potential

Analysts have nudged the fair value estimate for Bayer higher to about €31.26 from €30.41, citing a series of recent upgrades and higher price targets that reflect updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Bayer has been mixed, with several firms updating ratings and price targets over the past few months.
내러티브 업데이트 Apr 21

BAYN: Future Litigation Settlement Payouts Will Pressure Upside Potential

Analysts have lifted the Bayer fair value estimate from €23.00 to about €30.41, citing a series of recent price target increases and upgrades that reflect updated assumptions for revenue growth, profit margins, and P/E expectations. Analyst Commentary Recent research on Bayer shows a split in sentiment, with some firms becoming more constructive while others highlight ongoing risks to the investment case.
내러티브 업데이트 Apr 06

BAYN: Roundup Settlement Progress Will Reduce Litigation Overhang And Support Future Upside

Analysts maintain a fair value estimate for Bayer at €60.00. Recent adjustments to revenue growth, margin, and P/E assumptions come alongside mixed research actions, including several upgrades that point to potential resolution of litigation overhangs and margin upside, offset by at least one downgrade with a lower price target.
내러티브 업데이트 Mar 23

BAYN: Roundup Settlement Advances Will Support Future Upside In Core Earnings

Analysts have modestly adjusted Bayer's price targets to a range of €50 to €55, reflecting mixed views that balance recent upgrades tied to share price weakness, litigation progress and margin potential with at least one more cautious stance. Analyst Commentary Recent research points to a cluster of more optimistic views on Bayer, with several bullish analysts raising ratings or price targets as they reassess litigation risk, product potential and profitability in key segments.
내러티브 업데이트 Mar 09

BAYN: Roundup Settlement Progress Will Support Future Upside In Core Earnings

Analysts have revised their view on Bayer with a reduced implied P/E and updated margin expectations, while recent Street research shows a split between a Sell call at €42 and an Overweight stance at €45 that hinges on litigation resolution and potential upside in pharmaceuticals and Crop Science. Analyst Commentary Recent research on Bayer highlights a clear divide between cautious and optimistic views, with valuation closely linked to how investors think litigation, pharmaceutical assets and Crop Science margins will play out.
내러티브 업데이트 Feb 23

BAYN: Roundup Settlement Progress Will Unlock Future Equity Upside

The analyst fair value estimate for Bayer has been adjusted to €60 from €55. This reflects updated assumptions on revenue growth and future P/E, alongside mixed Street views, including a downgrade citing valuation risks and an upgrade pointing to potential progress on litigation and margins.
내러티브 업데이트 Feb 09

BAYN: Litigation Overhang Resolution Will Unlock Future Equity Upside

Analysts have nudged their Bayer price targets higher, with recent moves such as Barclays shifting to an Overweight rating with a €45 target and Berenberg raising its target to €30.40. They cite potential resolution of litigation issues, along with possible upside in Kerendia and Crop Science margins, as key supports for their updated views.
분석 기사 Jan 27

The Market Lifts Bayer Aktiengesellschaft (ETR:BAYN) Shares 29% But It Can Do More

Despite an already strong run, Bayer Aktiengesellschaft ( ETR:BAYN ) shares have been powering on, with a gain of 29...
내러티브 업데이트 Jan 25

BAYN: Litigation Resolution And Crop Science Margins Will Unlock Future Upside

Analysts have raised their fair value estimate for Bayer from €47.98 to €55.00, citing the potential resolution of litigation issues, improved expectations for Kerendia, and margin opportunities in the Crop Science business as key supports for the higher target. Analyst Commentary Recent Street research points to a more constructive tone around Bayer, with several bullish analysts adjusting their views in ways that support the higher fair value estimate.
내러티브 업데이트 Jan 09

BAYN: Litigation Overhang Will Drive Future Rerating Risk For Shares

Narrative Update Analysts have nudged their fair value estimate for Bayer from €33.42 to €34.97, citing updated assumptions for modestly higher revenue growth, slightly stronger profit margins, a higher future P/E, and growing confidence that litigation issues, Kerendia expectations, and Crop Science margins could be better than previously modeled. Analyst Commentary Recent Street research on Bayer has focused on how quickly the litigation overhang could be addressed, the role of Kerendia in the pharma portfolio, and the strength of margins in Crop Science.
내러티브 업데이트 Dec 26

BAYN Will Rely On Pipeline And Cost Cuts To Unlock Upside Potential

Analysts have raised their price target on Bayer to approximately EUR 48 from around EUR 37. They cite expectations for slightly faster revenue growth, improved profit margins, a modestly lower discount rate and a higher future earnings multiple that together support a higher fair value.
내러티브 업데이트 Dec 11

BAYN: Future Litigation Outcomes And Potential Ag Spin-Out Will Shape Shares

Analysts have nudged their Bayer price target higher to about EUR 30 from the mid‑20s, citing slightly faster expected revenue growth, modestly stronger profit margins, and a richer future P/E multiple. Together, these factors lift estimated fair value to roughly EUR 33 per share.
분석 기사 Dec 03

Further Upside For Bayer Aktiengesellschaft (ETR:BAYN) Shares Could Introduce Price Risks After 27% Bounce

Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders have had their patience rewarded with a 27% share price jump in the...
내러티브 업데이트 Nov 27

BAYN: Future Litigation Decisions And Agriculture Spin-Out Will Guide Shares

Bayer's analyst price target increased from EUR 28.71 to EUR 29.57, as analysts cite improved forecasts for revenue growth and a recent uptick in target valuations across the sector. Analyst Commentary Bullish Takeaways Bullish analysts have raised Bayer's price targets in response to improved revenue forecasts.
분석 기사 Nov 14

Bayer Aktiengesellschaft (ETR:BAYN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a pretty great week for Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders, with its shares surging 13% to...
내러티브 업데이트 Nov 13

BAYN: Future Legal Outcomes And Sector Dynamics Will Determine Momentum

Analysts have raised Bayer's price target slightly from $28.53 to $28.71, reflecting steady profit margin improvements and updated industry positioning. This adjustment comes particularly in light of ongoing strategic shifts among major agribusiness peers.

CEO 보수 분석

Bill Anderson의 보수는 Bayer의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

-€2b

Mar 31 2026n/an/a

-€2b

Dec 31 2025€9m€2m

-€4b

Sep 30 2025n/an/a

-€198m

Jun 30 2025n/an/a

-€3b

Mar 31 2025n/an/a

-€3b

Dec 31 2024€9m€2m

-€3b

Sep 30 2024n/an/a

-€880m

Jun 30 2024n/an/a

-€1b

Mar 31 2024n/an/a

-€3b

Dec 31 2023€12m€2m

-€3b

보상 대 시장: Bill의 총 보수(USD10.68M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.81M)보다 높습니다.

보상과 수익: Bill의 보상은 회사가 적자임에도 증가했습니다.


CEO

Bill Anderson (60 yo)

3.3yrs
재임 기간
€9,236,000
보수

Mr. William N. Anderson, also known as Bill, is Member of Management Board of Bayer Aktiengesellschaft from April 1, 2023 and also serves as its Chairman of the Management Board and Chief Executive Officer...


리더십 팀

이름직위재임 기간보수지분
William Anderson
Chairman of the Management Board & CEO3.3yrs€9.24m데이터 없음
Stefan Oelrich
President of the Pharmaceuticals Division & Member of the Board of Management7.8yrs€3.79m데이터 없음
Heike Prinz
Chief Talent Officer2.9yrs€3.97m데이터 없음
Judith Hartmann
CFO & Member of Management Boardless than a year데이터 없음데이터 없음
Rodrigo Santos
Member of Management Board4.6yrs€3.77m데이터 없음
Julio Triana
Member of Management Board & President of Consumer Health Division2.3yrs€3.58m데이터 없음
Alex Buschermohle
Chief Information Officerless than a year데이터 없음데이터 없음
Jana Ackermann
Head of the Investor Relationsno data데이터 없음데이터 없음
Bill Dodero
General Counsel and Senior VP of Law Patents & Compliance3.6yrs데이터 없음데이터 없음
Michael Preuss
Head of Communications10.3yrs데이터 없음데이터 없음
Daniella Foster
SVP and Global Head of Public Affairs6.9yrs데이터 없음데이터 없음
Matthias Berninger
Executive VPno data데이터 없음데이터 없음
3.3yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 관리: BAYN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Ertharin Cousin
Independent Member of the Supervisory Board6.8yrs€240.00k데이터 없음
Alberto Weisser
Independent Supervisory Board Member5.3yrs€223.00k데이터 없음
Lori Schechter
Independent Supervisory Board Member2.3yrs€304.00k데이터 없음
Francesco Grioli
Employee Representative Member of the Supervisory Board4.3yrs€198.00k데이터 없음
Horst Baier
Independent Member of Supervisory Board6.3yrs€336.00k데이터 없음
Heike Hausfeld
Employee Representative Vice Chairwoman of Supervisory Board9.3yrs€350.00k데이터 없음
Andre van Broich
Employee Representative Member of Supervisory Board14.3yrs€279.00k데이터 없음
Yasmin Fahimi
Employee Representative Member of Supervisory Board3.8yrs€207.00k데이터 없음
Norbert Winkeljohann
Independent Chairman of Supervisory Board8.3yrs€518.00k데이터 없음
Andrea Sacher
Employee Representative Member of Supervisory Board5.9yrs€244.00k데이터 없음
Michael Westmeier
Employee Representative Member of the Supervisory Board4.3yrs€241.00k데이터 없음
Claudia Schade
Employee Representative Supervisory Board Member4.3yrs€210.00k데이터 없음
5.6yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: BAYN의 이사회경험이 있음으로 간주됩니다(평균 재임 5.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/14 23:18
종가2026/08/14 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.

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산업 및 섹터 지표

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분석가 소스

Bayer Aktiengesellschaft는 40명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rafael Bonardell TrianesBanco de Sabadell. S.A.
Emily FieldBarclays
Charles PitmanBarclays