Sodexo S.A.

ENXTPA:SW 주식 리포트

시가총액: €6.2b

Sodexo 배당 및 자사주 매입

배당 기준 점검 5/6

Sodexo 수익으로 충분히 충당되는 현재 수익률 6.31% 보유한 배당금 지급 회사입니다.

핵심 정보

6.3%

배당 수익률

0.9%

자사주 매입 수익률

총 주주 수익률7.2%
미래 배당 수익률5.0%
배당 성장률1.1%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향88%

최근 배당 및 자사주 매입 업데이트

Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

Nov 20
Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

Nov 03
Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

Recent updates

There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

Apr 18
There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

SW: Future Dividend Support Will Likely Reflect Mixed Execution And Repriced Earnings Risk

Analysts have trimmed the Sodexo fair value estimate by about €0.80 to €38.50, reflecting recent price target cuts across the Street and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research has recently tilted more cautious on Sodexo, with several bearish analysts trimming price targets and revisiting their assumptions for growth and execution.

SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks

The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.

SW: Future Dividend Support Will Likely Be Constrained By Execution Risks

We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.

SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience

The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.

SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience

Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.

SW: Reset Expectations Will Balance Dividend Support And Execution Risks

We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.

SW: Higher Discount Rate Will Still Support Cash Flow Resilience

Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.

Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

SW: Future CEO And Recurring Contracts Will Support Cash Flow Resilience

Analysts have modestly reduced their price target on Sodexo, trimming fair value expectations from approximately EUR 58 to EUR 54. This adjustment reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, as also evidenced by recent Street research.

SW: Future CEO Appointment And Revenue Stability Will Support Improved Market Sentiment

Sodexo's analyst price target has been revised downward by approximately €1.25. Analysts cite slightly softer profit margins and a higher discount rate, even though revenue growth projections remain steady.

Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

Nov 20
Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment

Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.

Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

Nov 03
Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts

The analyst consensus price target for Sodexo has been lowered by EUR 2 to EUR 59. This change reflects slightly reduced expectations for revenue growth and profit margins, according to recent analyst updates.

North American Education And Healthcare Deals Will Drive Future Success

Analysts have slightly reduced their price target for Sodexo from €61 to €59, citing minor adjustments in fair value and outlook metrics. Analyst Commentary Recent analysis reflects a nuanced view of Sodexo’s prospects, with opinions split between optimism regarding the company’s fundamentals and caution linked to valuation and execution risks.

North American Education And Healthcare Deals Will Drive Future Success

Analysts have modestly reduced Sodexo’s price target to €66.78, citing concerns over slower margin improvement, uncertainty around client retention and new business wins, and persistent macroeconomic headwinds. Analyst Commentary Bearish analysts are reducing price targets, citing concerns around Sodexo’s near-term growth outlook.

Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market

Aug 14
Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market

Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?

Jun 17
Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?
User avatar

Critical Growth In Food And FM Services Boosts Potential Amid Expansion Challenges

Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins.

지급의 안정성과 성장

배당 데이터 가져오는 중

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

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


배당 수익률 vs 시장

Sodexo 배당 수익률 vs 시장
SW의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (SW)6.3%
시장 하위 25% (FR)2.0%
시장 상위 25% (FR)5.4%
업계 평균 (Hospitality)4.7%
분석가 예측 (SW) (최대 3년)5.0%

주목할만한 배당금: SW 의 배당금( 6.31% )은 French 시장에서 배당금 지급자의 하위 25%( 1.95% )보다 높습니다.

고배당: SW 의 배당금( 6.31% )은 French 시장( 5.45% )


주주 대상 이익 배당

수익 보장: 현재 지불 비율 ( 87.7% )에서 SW 의 지불은 수입으로 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적인 현금 지급 비율 ( 63% )로 SW 의 배당금 지급은 현금 흐름으로 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/29 10:31
종가2026/04/29 00:00
수익2026/02/28
연간 수익2025/08/31

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

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산업 및 섹터 지표

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분석가 소스

Sodexo S.A.는 26명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Pravin GondhaleBarclays
Jack CummingsBerenberg
Stuart GordonBerenberg