IMCD N.V.

ENXTAM:IMCD 주식 리포트

시가총액: €5.9b

IMCD 배당 및 자사주 매입

배당 기준 점검 4/6

IMCD 수익으로 충분히 충당되는 현재 수익률 1.81% 보유한 배당금 지급 회사입니다. 다음 지급일은 8th May, 2026 이며 배당락일은 다음과 같습니다. 5th May, 2026.

핵심 정보

1.8%

배당 수익률

0.1%

자사주 매입 수익률

총 주주 수익률1.9%
미래 배당 수익률2.1%
배당 성장률17.8%
다음 배당 지급일08 May 26
배당락일05 May 26
주당 배당금n/a
배당 성향49%

최근 배당 및 자사주 매입 업데이트

Recent updates

IMCD: Margin Execution And Revenue Mix Should Support Future Re Rating

Analyst price targets for IMCD have edged lower, with recent cuts of €5 to €7 from several banks and a reset range between about €103 and €122. Analysts are factoring in a slightly higher discount rate, a lower assumed future P/E multiple and updated expectations for revenue growth and margins.

IMCD: Dividend Cut And Lowered Expectations Will Pressure Future Returns

IMCD's updated analyst price target has edged lower by a few euros, with recent revisions between about €103 and €122. These reflect analysts' mixed adjustments to growth, margin and P/E assumptions.

IMCD: Lower Dividend And Reset Expectations Will Set Up Future Upside

The Analyst Price Target for IMCD has shifted lower to €107.68 from €126.46, reflecting analysts' updated views on slightly softer revenue growth, thinner profit margins and a lower future P/E multiple, supported by a series of recent price target cuts and one upward revision across major banks. Analyst Commentary Recent research shows a mix of optimism and caution around IMCD, with several banks trimming price targets and one raising them, which helps explain why the average target has reset closer to current expectations.

IMCD: Sector Caution And Dividend Reset Will Shape Future Expectations

Analysts have trimmed the IMCD price target, with recent revisions clustering around €100 to €122. This reflects updated views on sector conditions and modest adjustments to revenue growth, discount rate and profit margin assumptions.

IMCD: Sector Caution And New Partnership Will Shape Future Expectations

The analyst fair value estimate for IMCD has been adjusted from €82.00 to €75.00. Analysts cite recent price target changes across major banks, along with more cautious assumptions on discount rates, revenue growth, and margins, as the key drivers of the updated view.

IMCD: Distribution Expansion And CFO Transition Will Support Future Re Rating

Analysts have trimmed their price targets for IMCD by about €14, citing slightly higher discount rate assumptions, revised profit margin expectations, and recent cautious sector views. These developments are reflected in lower price targets and a downgrade to Equal Weight.

IMCD: Cautious Sector Outlook And New Partnership Will Shape Expectations

Analysts have reduced their fair value estimate for IMCD from €107.00 to €82.00. This reflects a lower future P/E assumption and a slightly reduced profit margin outlook, in line with recent Street research that has turned more cautious on chemical distribution and related services.

IMCD: Distribution Deal And CFO Transition Will Support Sector Re Rating

Analysts have lowered their price target on IMCD to about €170.50 from roughly €176.73, citing a reset in sector expectations following cautious views on chemical distribution and a shift in preferred names within European business services. Analyst Commentary Recent research has shifted IMCD to a more neutral stance within European business services, with the rating moved to Equal Weight and the price target set at €100 from €139.

Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

Jan 20
Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?

IMCD: Share Pullback Will Set Up Upside Following New Outperform Coverage

Analysts have trimmed their fair value estimate for IMCD from €127.18 to €126.46, reflecting slightly softer assumptions for revenue growth and profit margin, even as some recent research, including new Outperform coverage, points to potential upside after the recent share pullback. Analyst Commentary Bullish Takeaways Bullish analysts view the recent share pullback as creating a more appealing entry point relative to their updated fair value and the new $72.50 price target.

IMCD Will Likely Gain From New Distribution Deal And Leadership Transition

Analysts have trimmed their fair value estimate for IMCD to approximately €177 from about €182, reflecting slightly higher discount rate assumptions, more moderate revenue growth expectations, and a marginally lower future P/E, partially offset by a firmer margin outlook and recent supportive rating actions despite reduced price targets. Analyst Commentary Bullish analysts continue to frame IMCD as a quality compounder within the specialty chemicals distribution space, highlighting the recent share pullback as an opportunity rather than a sign of structural deterioration.

IMCD: Share Pullback Will Offer Opportunity As New Outperform Ratings Emerge

The analyst price target for IMCD has been trimmed modestly from EUR 131.25 to about EUR 127.18, as analysts factor in slightly slower growth and margin assumptions, even as they highlight recent upgrades and new Outperform initiations as support for a still constructive outlook. Analyst Commentary Recent research updates point to a broadly constructive stance on IMCD, with most commentary emphasizing resilient fundamentals and an attractive entry point following the share price pullback, even as some valuation and macro risks are flagged.

Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

Nov 27
Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio

IMCD: Share Pullback Will Offer Opportunity As Revenue Momentum Builds

IMCD's analyst price target has been revised down from €138.04 to €131.25. Analysts cite moderate adjustments in fair value and market outlook, despite recent supportive coverage and an improved revenue growth forecast.

Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

Nov 12
Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?

IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve

The analyst fair value estimate for IMCD has been reduced from EUR 142.43 to EUR 138.04. Analysts cite more cautious assumptions on long-term revenue growth and profit margin forecasts following recent price target adjustments in Street research.

At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

Oct 28
At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?

Analyst Commentary Highlights Mixed Views on IMCD Amid Minor Valuation Adjustments

Analysts have slightly lowered their fair value estimate for IMCD by less than 1 percent to approximately €142.43. This reflects minor adjustments in growth expectations and recent Street research supporting a cautiously positive outlook, despite recent target downgrades.

Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

Oct 12
Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes

Digitalization And M&A Will Expand Pharma And Consumer Markets

IMCD's analyst price target has decreased moderately, from €145.43 to €143.00, as analysts factor in slightly lower expected growth and a reduced profit margin outlook in recent industry assessments. Analyst Commentary Analyst opinions on IMCD remain divided as recent price target changes and rating updates reflect a mix of optimism regarding potential growth and caution due to evolving sector dynamics.

Digitalization And M&A Will Expand Pharma And Consumer Markets

Analysts cite attractive valuation, improved capital allocation, and stabilizing end markets as supportive, but near-term earnings uncertainty and ongoing macroeconomic headwinds have kept IMCD’s consensus price target unchanged at €145.43. Analyst Commentary Valuation now seen as attractive, with shares offering growth at a reasonable price.

An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

Sep 01
An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued

We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

Aug 04
We Think IMCD (AMS:IMCD) Can Stay On Top Of Its Debt

There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

Jul 21
There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price

Return Trends At IMCD (AMS:IMCD) Aren't Appealing

Jul 04
Return Trends At IMCD (AMS:IMCD) Aren't Appealing

Are Investors Undervaluing IMCD N.V. (AMS:IMCD) By 28%?

May 09
Are Investors Undervaluing IMCD N.V. (AMS:IMCD) By 28%?
User avatar

The Company'S Digital Upgrades And M&A Strategy Ignite Growth Potential Amid Challenges

Continued organic growth through commercial excellence and digital upgrades could boost future revenue and earnings.

예정된 배당 지급

오늘May 02 2026배당락일May 05 2026배당 지급일May 08 20263 days (배당락일 기준)다음 배당금을 받으려면 앞으로 2 days일 이내에 매수하세요

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: IMCD 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

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


배당 수익률 vs 시장

IMCD 배당 수익률 vs 시장
IMCD의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (IMCD)1.8%
시장 하위 25% (NL)2.8%
시장 상위 25% (NL)5.0%
업계 평균 (Trade Distributors)2.3%
분석가 예측 (IMCD) (최대 3년)2.1%

주목할만한 배당금: IMCD 의 배당금( 1.81% )은 Dutch 시장에서 배당금 지급자의 하위 25%( 2.78% )와 비교해 주목할 만하지 않습니다.

고배당: IMCD 의 배당금( 1.81% )은 Dutch 시장에서 배당금 지급자의 상위 25%( 5.03% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 49.1% )로 IMCD 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 35.4% )로 IMCD 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/02 00:37
종가2026/04/30 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

IMCD N.V.는 23명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gaurav JainBarclays
James StewartBarclays
Anil ShenoyBarclays