Tenaris S.A.

BIT:TEN 주식 리포트

시가총액: €27.0b

Tenaris 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Paolo Rocca

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간23.6yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간18.9yrs

최근 경영진 업데이트

Recent updates

TEN: Dividend And Buyback Will Mask Weaker Prospects For Future Returns

Analysts have raised their price target on Tenaris from €22.85 to €24.14, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the main reasons for the change. What's in the News Tenaris has called an Annual General Meeting for May 12, 2026, followed by an Extraordinary General Meeting, where shareholders will be asked to vote on proposed amendments to the articles of association (company filing).

TEN: Dividend Plan And Completed Buyback Will Support Steady Outlook

Analysts have lifted their price target for Tenaris from about €18.60 to roughly €22.85, pointing to updated fair value assumptions that reflect revised views on revenue, profit margins and future P/E levels. What's in the News Tenaris has called an Annual General Meeting of Shareholders for May 12, 2026, to be followed immediately by an Extraordinary General Meeting to vote on proposed amendments to the articles of association (company announcement).

TEN: Future Capital Returns And Modest Assumption Shifts May Support Upside

Analysts now set a slightly higher price target for Tenaris at about €28.19, up from roughly €27.94. The change reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.

TEN: Higher P/E Outlook And Capital Returns May Support Future Upside

Analysts have revised their fair value estimate for Tenaris to €27.94 from €21.05, reflecting updated assumptions on the discount rate, long term revenue growth, profit margin and future P/E. What's in the News The board intends to propose a total annual dividend of $0.89 per share (about $900 million) for approval at the May 12, 2026 shareholders meeting, including the interim dividend of $0.29 per share already paid in November 2025 (company announcement).

TEN: Richer P/E Will Face Pressure From Weakening Revenue And Margin Outlook

Analysts have lifted their price target on Tenaris from €16.67 to €18.41, citing updated assumptions around revenue trends, profit margins and future P/E. Together, these factors point to a modestly higher assessed fair value.

TEN: Richer P/E Multiple Will Pressure Returns With Weakening Revenue Trends

Analysts have raised their price target on Tenaris from about €14.16 to around €16.67, citing updated assumptions on discount rates, revenue trends, margins and future P/E expectations. Valuation Changes Fair Value: Raised from about €14.16 to around €16.67, implying a higher assessed value per share under the updated assumptions.

TEN: Softer Margins And Lower P/E Assumptions Will Weigh On Returns

Analysts have reduced their fair value estimate for Tenaris slightly, from $14.41 to $14.16. This change reflects small adjustments to assumptions around revenue trends, profit margins and the future P/E multiple.

Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist

Jan 24
Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist

TEN: Buybacks And Dividend Will Conceal Weakening Earnings And Compressed Multiple

Analysts have nudged their fair value estimate for Tenaris slightly higher to $14.41 from $14.38, citing updated assumptions for a smaller revenue decline, a modestly higher profit margin of about 14.25%, and a lower future P/E of roughly 11.97x. What's in the News From July 1, 2025 to September 30, 2025, Tenaris repurchased 19,965,687 shares, representing 1.89% of its shares, for a total of $351 million under its ongoing buyback program (Key Developments).

TEN: Buyback Completion And Interim Dividend Will Support Steady Valuation Outlook

Analysts have slightly adjusted their price target on Tenaris to US$18.60 from US$18.67, citing small updates to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News Completion of a share buyback program, with 33,059,955 shares repurchased for US$588 million, representing 3.11% of outstanding shares under the program announced on June 14, 2025 (company filing).

TEN: Share Buybacks And Dividends Will Mask Weakening Earnings Power

Analysts have raised their price target on Tenaris from approximately $13.28 to $14.38 per share, reflecting expectations for slightly stronger revenue trends, improved profit margins, and a modestly lower discount rate that together support a higher fair value multiple. What's in the News Completed a share buyback of 33,059,955 shares, representing 3.11% of capital, for a total of $588 million under the program announced on June 14, 2025.

TEN: Buyback Completion And Interim Dividend Will Support Steady Outlook

Narrative Update on Tenaris Analysts have raised their fair value estimate for Tenaris modestly to approximately $18.67 from about $18.54, citing slightly higher long term revenue growth expectations, a small uplift in projected profit margins, and a marginally richer future price to earnings multiple. What's in the News Tenaris reported completing a major share repurchase program, buying back 33,059,955 shares since June 14, 2025, equivalent to 3.11% of shares outstanding, for a total of $588 million (company filing).

The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet

Dec 08
The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet

TEN: Interim Dividend And Share Buyback Completion Will Support Steady Outlook

Analysts have slightly lowered their price target for Tenaris, now estimating fair value at $18.54 per share compared to the previous $18.62. They cite moderated profit margin and revenue growth expectations for the company.

TEN: Interim Dividend And Revenue Outlook Will Support Steady Performance

Analysts have raised their price target for Tenaris from $17.83 to $18.62, citing improved revenue growth outlook and a lower discount rate as key factors supporting this upward revision. What's in the News Tenaris board approved payment of an interim dividend of $0.29 per share (or $0.58 per ADS), totaling approximately $300 million (Key Developments) Dividend payment date is set for November 26, 2025, with the record date on November 25, 2025 (Key Developments) Ex-dividend date for securities in the US is November 25, 2025; in Europe and Mexico, it is November 24, 2025 (Key Developments) Valuation Changes Fair Value Estimate has increased from $17.83 to $18.62 per share, reflecting a moderate upward adjustment.

The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Nov 02
The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Share Repurchases and Infrastructure Expansion Will Shape Future Opportunities and Risks

Analysts have slightly raised their price target for Tenaris from $17.81 to $17.83. They cite modest improvements in revenue growth projections and a marginally higher discount rate as key factors in the updated valuation.

Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet

Oct 24
Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Analysts have raised their price target for Tenaris from $17.58 to $17.81, citing improved profit margins and a slightly lower discount rate as contributing factors. What's in the News Tenaris completed the buyback of 13,094,268 shares, representing 1.22 percent, for $237 million under the program announced on June 14, 2025 (Key Developments).

Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)

Oct 03
Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Despite a notable decline in Tenaris’s future P/E ratio, indicating improved value or lower growth expectations, the consensus analyst price target remained unchanged at €17.58. What's in the News Tenaris completed the repurchase of 109,475,548 shares (9.64%) for $1,888.9 million under its previous buyback program.

Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 02
Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt

Jul 21
We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt

Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking

Jun 21
Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking
User avatar

New Offshore Projects In Brazil And Nigeria Will Improve Future Prospects Despite Revenue Challenges

Modernization and tech integration are boosting Tenaris’s productivity and likely enhancing margins and earnings.

CEO

Paolo Rocca (72 yo)

23.6yrs
재임 기간

Mr. Paolo Rocca is Chairman of Ternium Argentina S.A. since May 6, 2025. He was Chief Executive Officer of Techint of Ternium Argentina S.A. Mr. Paolo Rocca serves the Chief Executive Officer of Tubos de A...


리더십 팀

이름직위재임 기간보수지분
Paolo Rocca
Chairman & CEO23.6yrs데이터 없음데이터 없음
Carlos Gomez Alzaga
Chief Financial Officer1yr데이터 없음데이터 없음
Gabriel Podskubka
Chief Operating Officer3.1yrs데이터 없음0.00039%
€ 105.2k
Lucas Pigliacampo
Chief Technology Officer1.1yrs데이터 없음데이터 없음
Luis Scartascini
Chief Human Resources Officer4.3yrs데이터 없음데이터 없음
Sergio de la Maza
President of Mexico23.3yrs데이터 없음데이터 없음
Guillermo Moreno
President of U.S.A1.3yrs데이터 없음데이터 없음
Gabriel Casanova
Chief Supply Chain Officer13.6yrs데이터 없음데이터 없음
Michele Briotta
President of Europe9.8yrs데이터 없음데이터 없음
Antonio Caprera
Chief Industrial Officer9.1yrs데이터 없음데이터 없음
Andrea Previtali
President of Southern Cone1.1yrs데이터 없음데이터 없음
Cecilia Bilesio
Corporate Secretaryno data데이터 없음데이터 없음
4.3yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: TEN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
Paolo Rocca
Chairman & CEO24.3yrs데이터 없음데이터 없음
Guillermo Vogel Hinojosa
Vice Chairman of the Board23.3yrs데이터 없음0.084%
€ 22.7m
Jaime Serra Puche
Independent Director23.3yrs데이터 없음데이터 없음
Roberto Bonatti
Director23.3yrs데이터 없음데이터 없음
Carlos Alberto Condorelli
Director18.9yrs데이터 없음0.00043%
€ 116.0k
Simon Ayat
Independent Director5.9yrs데이터 없음데이터 없음
Gianfelice Mario Rocca
Director23.3yrs데이터 없음데이터 없음
German Cura
Vice Chairman of the Board8yrs데이터 없음데이터 없음
Monica Tiuba
Independent Director8yrs데이터 없음데이터 없음
Maria Novales-Flamarique
Independent Director4yrs데이터 없음데이터 없음
Molly Montgomery
Independent Director2.1yrs데이터 없음데이터 없음
18.9yrs
평균 재임 기간
72yo
평균 나이

경험이 풍부한 이사회: TEN의 이사회는 노련하고 경험이 풍부합니다(평균 재임 18.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 16:24
종가2026/05/04 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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분석가 소스

Tenaris S.A.는 43명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Francesco TaddeiBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)