Rexel S.A.

ENXTPA:RXL 주식 리포트

시가총액: €11.0b

Rexel 배당 및 자사주 매입

배당 기준 점검 4/6

Rexel 수익으로 충분히 충당되는 현재 수익률 3.2% 보유한 배당금 지급 회사입니다.

핵심 정보

3.2%

배당 수익률

0.9%

자사주 매입 수익률

총 주주 수익률4.1%
미래 배당 수익률3.6%
배당 성장률12.2%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향60%

최근 배당 및 자사주 매입 업데이트

분석 기사 Feb 15

Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...

Recent updates

내러티브 업데이트 May 26

RXL: Higher Fair Value And Mixed Ratings Will Support Future Repricing

Analysts now estimate Rexel's fair value at €45.0, up from €43.1. They link this change to recent mixed rating actions and updated views on revenue growth, margins and the stock's future P/E. Analyst Commentary Recent research on Rexel has been mixed, with both upgrades and downgrades coming through, but the fair value revisions and rating changes still highlight a constructive angle from several bullish analysts.
내러티브 업데이트 May 10

RXL: Mixed Ratings And Higher Discount Rate Will Pressure 2026 Execution

Rexel's updated analyst price target moves slightly lower to about €26.04 from roughly €26.45, as analysts factor in a higher discount rate, adjust revenue growth and margin expectations, and reflect a modestly lower future P/E multiple, alongside mixed recent Street views including an upgrade, a downgrade, and a raised €40 target. Analyst Commentary Recent Street research on Rexel reflects a mix of views, with some analysts taking a more cautious stance even as others keep constructive ratings and higher long term targets such as the €40 level cited in one report.
내러티브 업데이트 Apr 20

RXL: Buybacks And Refined Earnings Profile Will Support Future Share Repricing

Rexel's analyst price target edges up to about €43.10, as analysts factor in slightly revised discount rate, revenue growth, profit margin and future P/E assumptions in light of recent mixed rating actions and target increases from the Street. Analyst Commentary Recent research paints a mixed picture for Rexel, but there is a clear cluster of bullish analysts pointing to upside potential as they refresh their models and targets.
내러티브 업데이트 Apr 06

RXL: Higher P/E Assumptions Will Tighten Cushion For 2026 Execution

Rexel's analyst price targets have moved higher, with recent adjustments including increases to €40 and €41.80, alongside a €35 target. These updates support a modest recalibration of fair value to about €26.45 as analysts consider updated revenue growth, profit margins and future P/E assumptions.
내러티브 업데이트 Mar 23

RXL: Elevated Expectations And Share Repurchases Will Tighten Cushion For 2026 Execution

Rexel's analyst price target has been raised, with recent moves such as Morgan Stanley lifting its target to €40 and JPMorgan to €41.80. This supports a modest increase in fair value to €26.70 as analysts factor in slightly higher revenue growth, profit margins and future P/E assumptions, even as one firm shifted to a Hold rating on valuation grounds with a €35 target.
내러티브 업데이트 Mar 08

RXL: Higher P/E Expectations And Buybacks Will Support Future Share Repricing

Rexel's analyst fair value estimate has moved from €33.0 to €43.0. This change reflects higher Street price targets around €40 to €41.80, as well as updated assumptions for revenue growth, discount rate and future P/E, even as some analysts flag valuation with a Hold stance. Analyst Commentary Recent Street research on Rexel centers on higher price targets, with several bullish analysts marking their expectations in a €40 to €41.80 range, even as one firm cites valuation in shifting to a Hold stance with a €35 target.
내러티브 업데이트 Feb 22

RXL: Rising Execution Demands Will Tighten Cushion As Share Repurchases Continue

Rexel's analyst price targets have edged higher, with our fair value estimate moving from €25.62 to €26.46 as analysts factor in updated Street research that includes higher targets from Citi and JPMorgan, alongside a valuation-driven downgrade to Hold from Kepler Cheuvreux. Analyst Commentary Recent Street research presents a mixed picture for Rexel, with some analysts lifting price targets while others are flagging valuation and execution risks.
분석 기사 Feb 15

Rexel (EPA:RXL) Has Announced A Dividend Of €1.20

Rexel S.A. ( EPA:RXL ) will pay a dividend of €1.20 on the 13th of May. This means the annual payment will be 3.3% of...
분석 기사 Feb 14

Rexel S.A. (EPA:RXL) Just Released Its Full-Year Earnings: Here's What Analysts Think

Shareholders might have noticed that Rexel S.A. ( EPA:RXL ) filed its full-year result this time last week. The early...
내러티브 업데이트 Feb 07

RXL: Elevated Expectations Will Pressure Shares As Valuation Cushion Narrows

Analysts have nudged their Rexel price targets higher, with recent Street research lifting fair value to about €25.62 as they factor in slightly stronger revenue growth, a modestly improved profit margin, and a small adjustment to future P/E assumptions. Analyst Commentary Recent Street research on Rexel sends a mixed signal, with headline price targets moving higher but some caution creeping into the tone.
내러티브 업데이트 Jan 24

RXL: Future Returns Likely Balanced Between Limited Upside And Execution Risks

Narrative Update The analyst fair value estimate for Rexel has been raised from €30.96 to €34.68. This change reflects updated price targets from analysts, including recent increases to €41.80 and €35 that are linked to their latest views on valuation and future P/E assumptions.
내러티브 업데이트 Jan 09

RXL: Share Momentum Will Weaken As Residential Recovery Expectations Prove Overstated

Our price target for Rexel is unchanged even as recent Street research has nudged individual targets higher, with analysts citing valuation constraints, softer assumptions for growth and margins, and a higher implied P/E multiple in their updated views. Analyst Commentary Recent Street research on Rexel shows a split view, with JPMorgan lifting its price target to €41.80 and keeping an Overweight stance, while several Bearish analysts are turning more cautious even as they edge price targets higher.
내러티브 업데이트 Dec 26

RXL: Share Momentum Will Fade As Residential Recovery Upside Diminishes

The analyst price target for Rexel has edged down slightly to EUR 28 from EUR 30, as analysts point to limited incremental pricing traction in recent quarters and a view that a European residential market recovery is already largely reflected in the current share price. Analyst Commentary Bearish analysts have recently tempered their expectations for Rexel, arguing that much of the anticipated recovery in key end markets is already reflected in the valuation.
내러티브 업데이트 Dec 12

RXL: Share Momentum Will Fade As Pricing Traction Weakens

We raise our Rexel price target by EUR 5 to EUR 25. This reflects analysts' view that modestly stronger long term revenue growth and a higher justified earnings multiple offset near term caution following recent Hold and Equal Weight ratings and largely unchanged Street price objectives around EUR 28 to EUR 30.
분석 기사 Dec 01

Here's Why Rexel (EPA:RXL) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Nov 28

RXL: Share Price Will Face Headwinds From Limited Pricing Momentum

Rexel's analyst price target has increased modestly from €29.96 to €30.96, as analysts cite slightly improved growth and profitability outlooks. This comes despite muted pricing traction and a recovery for the residential market that is already reflected in the price.
분석 기사 Nov 16

Rexel (EPA:RXL) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Nov 14

RXL: Share Price Will Reflect Stable Outlook Amid Limited Pricing Gains

Analysts have adjusted Rexel's price target modestly downward from EUR 31 to EUR 30, citing limited pricing gains in recent quarters and the recovery in the share price already being reflected. Analyst Commentary Recent coverage of Rexel reflects a more cautious stance from analysts, with updates highlighting ongoing challenges and recalibrated expectations for the business.
내러티브 업데이트 Oct 30

RXL: Recent Price Moves And Market Caution Will Shape Future Momentum

Analysts have raised their price target for Rexel from approximately EUR 28.79 to EUR 29.96. They cite modest improvements in fair value and projected financial metrics, despite ongoing concerns about limited pricing momentum and market recovery already reflected in the share price.
내러티브 업데이트 Oct 16

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts have slightly increased their fair value estimate for Rexel from €28.32 to €28.79. This change reflects updated perspectives on modest profit margins and tempered revenue growth as market expectations evolve.
내러티브 업데이트 Sep 09

North American Data Centers And Broadband Will Advance Smart Infrastructure

Analysts maintained a positive outlook on Rexel, citing improved margins, ongoing digital transformation, and strong capital returns, resulting in an unchanged consensus price target at €28.32. Analyst Commentary Bullish analysts raised targets in response to improved margin expansion and sustained profitability in core markets.
분석 기사 Aug 27

We Think Rexel (EPA:RXL) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Aug 13

Investors Still Waiting For A Pull Back In Rexel S.A. (EPA:RXL)

Rexel S.A.'s ( EPA:RXL ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell right now...
분석 기사 Jul 31

Rexel S.A. (EPA:RXL) Just Released Its Interim Earnings: Here's What Analysts Think

It's been a good week for Rexel S.A. ( EPA:RXL ) shareholders, because the company has just released its latest interim...
분석 기사 Jul 20

Rexel (EPA:RXL) Is Experiencing Growth In 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...
분석 기사 Jul 04

At €25.89, Is It Time To Put Rexel S.A. (EPA:RXL) On Your Watch List?

Rexel S.A. ( EPA:RXL ), is not the largest company out there, but it received a lot of attention from a substantial...
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새로운 내러티브 Feb 23

Focus On Electrification And AI Will Boost Future Operational Efficiency

Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges.

지급의 안정성과 성장

배당 데이터 가져오는 중

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

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


배당 수익률 vs 시장

Rexel 배당 수익률 vs 시장
RXL의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (RXL)3.2%
시장 하위 25% (FR)2.0%
시장 상위 25% (FR)5.6%
업계 평균 (Trade Distributors)3.1%
분석가 예측 (RXL) (최대 3년)3.6%

주목할만한 배당금: RXL 의 배당금( 3.2% )은 French 시장에서 배당금 지급자의 하위 25%( 2% )보다 높습니다.

고배당: RXL 의 배당금( 3.2% )은 French 시장에서 배당금 지급자의 상위 25%( 5.56% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적인 지급 비율 ( 60.1% )을 통해 RXL 의 배당금 지급은 수익으로 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적인 현금 지급 비율 ( 54% )로 RXL 의 배당금 지급은 현금 흐름으로 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 12:33
종가2026/05/27 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.

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산업 및 섹터 지표

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분석가 소스

Rexel S.A.는 24명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George FeatherstoneBarclays
Philip BullerBerenberg
Alasdair LeslieBernstein