Acciona, S.A.

BME:ANA 주식 리포트

시가총액: €14.1b

Acciona 배당 및 자사주 매입

배당 기준 점검 4/6

Acciona 수익으로 충분히 충당되는 현재 수익률 2.19% 보유한 배당금 지급 회사입니다.

핵심 정보

2.2%

배당 수익률

0%

자사주 매입 수익률

총 주주 수익률2.2%
미래 배당 수익률2.3%
배당 성장률8.6%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향38%

최근 배당 및 자사주 매입 업데이트

분석 기사 Jun 27

Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Acciona, S.A. ( BME:ANA ) will increase its dividend from last year's comparable payment on the 10th of July to €4.25...
분석 기사 May 18

Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25

Acciona, S.A.'s ( BME:ANA ) dividend will be increasing from last year's payment of the same period to €4.25 on 10th of...

Recent updates

내러티브 업데이트 May 01

ANA: Downgrade And Limited Catalysts Will Restrain Future Share Performance

Acciona's analyst price target remains unchanged at €183.47, as analysts point to only marginal adjustments to discount rate assumptions after a recent downgrade to Reduce. Analyst Commentary Recent research points to a more cautious stance on Acciona, with the unchanged €183.47 price target reflecting only limited tweaks to discount rate assumptions rather than a major shift in the fundamental view.
내러티브 업데이트 Apr 16

ANA: Higher Fair Value And Downgrade Will Constrain Future Equity Returns

Analysts have raised their fair value estimate for Acciona by about €9 to €183, reflecting revised assumptions on revenue growth, margins and a slightly lower discount rate, even as recent research includes both a higher price target and a rating downgrade. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of €183 as support for a more constructive view on Acciona's long term earnings power and project pipeline.
내러티브 업데이트 Apr 02

ANA: Future Margin Confidence Will Reflect Mixed Rating Shift And Stable Fair Value

Analysts keep the fair value estimate for Acciona steady at €225.0, with a small adjustment to the discount rate and updated views from recent research, including a downgrade to Reduce and a €10 increase in one price target, shaping the latest price target rationale. Analyst Commentary Recent research on Acciona shows a mix of views, with the fair value estimate held steady at €225.0 and opinions split on the near term share price path.
내러티브 업데이트 Mar 19

ANA: Mixed Rating Signals Will Shape Future Margin And Discount Rate Confidence

Acciona's analyst price target has shifted from €202.00 to €225.00, with analysts attributing this change to updated views on discount rates, profit margins and future P/E assumptions. Recent research has been mixed, including a downgrade to Reduce and a separate €10 increase in the price target.
내러티브 업데이트 Mar 05

ANA: Softer Earnings Outlook In 2026 Will Pressure Elevated P/E

Analysts have held their fair value estimate for Acciona at €125 while revising assumptions to reflect a lower discount rate, softer revenue expectations, slightly slimmer profit margins, and a marginally lower future P/E, influenced by a recent downgrade to Reduce and a higher price target from the Street. Analyst Commentary Recent Street research paints a more cautious picture around Acciona, even as the fair value estimate is held steady.
내러티브 업데이트 Feb 18

ANA: 2026 Earnings Cliff Fears Will Weigh On Future Returns

Analysts have raised their fair value estimate for Acciona from about €166.51 to roughly €174.88. This change reflects updated views on discount rates, margins and growth, following recent target revisions that include a higher price target from one firm and downgrades to Hold and Underperform from others.
내러티브 업데이트 Feb 04

ANA: Earnings Cliff In 2026 Will Undermine Raised P/E Assumptions

Analysts have raised their price expectations for Acciona by €10. They cite updated assumptions for the discount rate, revenue trends, profit margins and future P/E as the key drivers behind the new target.
내러티브 업데이트 Jan 21

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Higher Fair Value

Analysts have raised their fair value estimate for Acciona by €10 to €125, citing updated assumptions for revenue trends, profit margins, and a lower future P/E multiple, alongside recent mixed rating changes and price targets from the Street. Analyst Commentary Recent Street research on Acciona reflects a more cautious tone, with several bearish analysts tempering their expectations even as some price targets remain well above the latest fair value estimate of €125.
분석 기사 Jan 12

Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
내러티브 업데이트 Jan 07

ANA: 2026 Earnings Cliff Fears Will Drive A More Cautious Outlook

Analysts have nudged their fair value estimate for Acciona up from €161.74 to €166.51, reflecting updated assumptions on discount rate, revenue trends, profit margin, and future P/E after recent downgrades and fresh price targets that highlight concerns about a potential earnings cliff in 2026 and a more cautious stance on the shares. Analyst Commentary Recent research has turned more cautious on Acciona, with two downgrades and price targets that sit close to, or below, the updated fair value estimate of €166.51.
내러티브 업데이트 Dec 19

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Raised Fair Value Estimate

Analysts have raised their fair value estimate for Acciona from EUR 105 to EUR 115, despite a higher discount rate and softer long-term margin assumptions. This reflects a more supportive view of the company’s earnings trajectory than implied by recent Street downgrades.
내러티브 업데이트 Dec 05

ANA: Downgrades And 2026 Earnings Cliff Fears Will Shape Outlook

Analysts have nudged their blended price target for Acciona modestly higher to about EUR 162 from roughly EUR 159, reflecting a slightly lower discount rate and marginally improved long term growth assumptions, even as recent downgrades flag an approaching earnings cliff and question how much growth is being priced into its concession assets. Analyst Commentary Street research has turned more cautious on Acciona, with a string of downgrades highlighting concerns about the durability of earnings beyond the current project cycle and the degree of growth already embedded in consensus expectations and valuation multiples.
내러티브 업데이트 Nov 20

ANA: Recent Downgrade and Rising Discount Rate Will Shape Earnings Outlook

Narrative Update: Acciona Analyst Price Target Revised Analysts have lowered their fair value estimate for Acciona from EUR 158.21 to EUR 159.10, reflecting a modest uptick. Recent Street research, however, cautions that market expectations for concession asset growth may be overly optimistic.
내러티브 업데이트 Nov 04

ANA: Concession Asset Optimism Will Face Downside Risk After Sell Rating

Narrative Update on Acciona Analysts have modestly raised Acciona's fair value estimate from €155.73 to €158.21. They cite expectations that the market is overestimating growth prospects for the company's concession assets.
분석 기사 Oct 29

Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Acciona, S.A.'s ( BME:ANA ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...
내러티브 업데이트 Oct 21

Analysts Debate Acciona’s Growth as Price Target Cut and Valuation Adjusted Amid Buyback

Narrative Update on Acciona Acciona's analyst price target has been reduced from €141 to €135, as analysts express caution about overly optimistic growth expectations for the company’s concession assets. Analyst Commentary Following the recent revision in Acciona's price target, analysts have shared a range of perspectives on the outlook for the company.
분석 기사 Sep 09

Acciona (BME:ANA) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Aug 27

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

With no significant changes in Acciona's key valuation metrics, including a stable consensus price target of €153.25, analyst sentiment and fair value remain essentially unchanged. Valuation Changes Summary of Valuation Changes for Acciona The Consensus Analyst Price Target remained effectively unchanged, at €153.25.
분석 기사 Aug 26

When Should You Buy Acciona, S.A. (BME:ANA)?

Today we're going to take a look at the well-established Acciona, S.A. ( BME:ANA ). The company's stock received a lot...
분석 기사 Jul 30

Is Now The Time To Put Acciona (BME:ANA) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Jul 15

Acciona, S.A.'s (BME:ANA) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think Acciona, S.A.'s ( BME:ANA ) price-to-earnings (or "P/E") ratio of 20x is worth a...
분석 기사 Jun 27

Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Acciona, S.A. ( BME:ANA ) will increase its dividend from last year's comparable payment on the 10th of July to €4.25...
분석 기사 Jun 02

Acciona (BME:ANA) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 May 18

Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25

Acciona, S.A.'s ( BME:ANA ) dividend will be increasing from last year's payment of the same period to €4.25 on 10th of...
User avatar
새 내러티브 Mar 02

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

Acciona's strong infrastructure backlog and renewable energy expansion set a foundation for revenue and operating margin growth through large-scale projects.

지급의 안정성과 성장

배당 데이터 가져오는 중

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

배당금 증가: ANA 의 배당금 지급은 지난 10 년 동안 증가했습니다.


배당 수익률 vs 시장

Acciona 배당 수익률 vs 시장
ANA의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (ANA)2.2%
시장 하위 25% (ES)1.9%
시장 상위 25% (ES)5.1%
업계 평균 (Electric Utilities)3.6%
분석가 예측 (ANA) (최대 3년)2.3%

주목할만한 배당금: ANA 의 배당금( 2.19% )은 Spanish 시장에서 배당금 지급자의 하위 25%( 1.92% )보다 높습니다.

고배당: ANA 의 배당금( 2.19% )은 Spanish 시장에서 배당금 지급자의 상위 25%( 5.07% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 38.3% )로 ANA 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 현재 현금 지급 비율 ( 81.3% )에서 ANA 의 배당금 지급은 현금 흐름으로 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 18:18
종가2026/05/06 00:00
수익2025/12/31
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.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Acciona, S.A.는 23명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Oscar Nájar RíosBanco Santander
Harry WyburdBNP Paribas