View Financial HealthArcadis 배당 및 자사주 매입배당 기준 점검 4/6Arcadis 수익으로 충분히 충당되는 현재 수익률 2.58% 보유한 배당금 지급 회사입니다.핵심 정보2.6%배당 수익률4.0%자사주 매입 수익률총 주주 수익률6.6%미래 배당 수익률3.4%배당 성장률7.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향45%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Dutch dividend payers (4.9%). In line with average of industry peers (3.3%).Declared Dividend • Feb 28Dividend increased to €1.05Dividend of €1.05 is 5.0% higher than last year. Ex-date: 22nd May 2026 Payment date: 28th May 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Feb 20Arcadis NV Declares Dividend for the Year Ended December 31, 2025Arcadis NV declared dividend of €1.05 per share for the year ended December 31, 2025 (2024: €1.00).Declared Dividend • May 09Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 20th May 2025 Payment date: 26th May 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • May 08+ 1 more updateArcadis NV announces Annual dividend, payable on May 26, 2025Arcadis NV announced Annual dividend of EUR 1.0000 per share payable on May 26, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.공고 • May 09Arcadis NV Approves Dividend for the Year 2023Arcadis NV approved the company's dividend proposal of €0.85 per ordinary share representing 34% of net income from operations in 2023.모든 업데이트 보기Recent updates공고 • Jul 30WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. proposed revised non-binding indicative offer to acquire Arcadis NV for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction. WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others on July 30, 2026. The Revised Proposal fundamentally undervalues Arcadis and again fails to reflect the substantial value creation potential from the execution of Arcadis’ standalone strategy, supported by the Company’s current operational momentum and the new medium-term financial targets published today alongside our Q2 and Half Year 2026 Results. The Revised Proposal entails material uncertainty regarding deal execution and timing, execution of strategic plans, cultural fit, and integration risks, with adverse consequences for Arcadis' shareholders, employees, clients and other stakeholders.실시간 뉴스 • Jul 28Arcadis Completes Toll and Digital Systems for $6.4 Billion Gordie Howe Bridge OpeningArcadis has delivered the toll system plus intelligent transportation, security and communications design for the $6.4b Gordie Howe International Bridge, a new six-lane cable‑stayed crossing between Windsor, Ontario, and Detroit, Michigan. The project gives Arcadis a visible reference in digital and intelligent infrastructure, covering design, development, installation and commissioning of a complete toll system integrated with advanced ITS capabilities for traffic flow and safety. Arcadis shares trade at €41.60, with the stock up 20.0% over the past week. This bridge win adds a high-profile North American trade corridor to Arcadis’s project list, which can matter when agencies consider awarding future tolling and ITS contracts. The main risk is execution and long-term system performance on such a visible asset, where any operational issues could affect reputation.실시간 뉴스 • Jul 26Arcadis Appointed Lead Designer for Major Vancouver Port Expansion ProjectArcadis has been appointed lead designer for the detailed design phase of the Roberts Bank Terminal 2 Project in British Columbia, a marine infrastructure build that is planned to increase the Port of Vancouver’s container capacity by 50% and support over $100b in annual trade capacity. The project adds a high-profile international reference to Arcadis’s portfolio, with the company leading a multidisciplinary design team within the TerraMarine consortium to deliver a resilient, efficient and environmentally responsible terminal. Arcadis shares trade around €41.40, with the stock up 25.0% over the past 30 days. This Canadian port contract gives Arcadis additional exposure to large-scale marine infrastructure and trade-related investment, but also concentrates execution risk in a complex, long-duration project where cost control, environmental requirements and consortium coordination will be critical.실시간 뉴스 • Jul 25WSP Makes Second Acquisition Bid for Arcadis at 51.50 per ShareWSP Global has submitted a second, non-binding and conditional proposal to acquire all issued and outstanding shares of Arcadis at €51.50 per share, following an earlier unsolicited offer that Arcadis’ Executive and Supervisory Boards rejected. Arcadis’ Boards are reviewing the revised proposal while stating continued confidence in the company’s standalone strategy and operations, after previously raising concerns about valuation, strategic and cultural fit, deal certainty and broader stakeholder interests. Arcadis shares trade at €41.40, with the stock up 32.6% over the past 90 days. This suggests that expectations around corporate developments and the company’s project pipeline are already reflected to some extent in the price. The key question now is whether WSP improves terms or structure enough to satisfy Arcadis’ Boards, or whether the company continues independently. This sets up a clear fork in the risk/reward profile for shareholders.공고 • Jul 24WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.5 billion.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. (TSX:WSP) proposed revised non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €41.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Professional Services industry in the Netherlands. Total returns to shareholders of 10% over the past three years.실시간 뉴스 • Jul 18Arcadis Teams With 374Water to Pursue PFAS Destruction Contracts in Remediation SectorArcadis has signed a Memorandum of Understanding with 374Water to jointly pursue federal and commercial contracts for permanent destruction of PFAS‑contaminated waste, using 374Water’s AirSCWO technology as part of turnkey treatment and destruction solutions. Under the agreement, Arcadis will lead client engagement, market development and regulatory interactions, aiming to deploy integrated PFAS services that cover waste characterization, permitting strategies, logistics, treatment operations and final destruction in a multi‑billion dollar remediation sector. Arcadis shares trade at €34.66, with the stock down 2.6% year to date, indicating investors have not recently re‑rated the company despite this type of business development. This partnership gives Arcadis a more complete PFAS offering by pairing its consulting and regulatory expertise with a specific destruction technology. This structure could make the firm more competitive on complex remediation tenders but also ties execution to the commercial rollout and performance of 374Water’s systems.내러티브 업데이트 • Jun 16ARCAD: Climate Resilience Pipeline And Steady Leadership Will Support Balanced Return PotentialAnalysts now see Arcadis' fair value at about €36.86, up from €34.50, reflecting slightly higher assumed discount rates, modestly stronger profit margins and future P/E expectations. What's in the News Arcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a five step methodology that uses climate hazard modeling, engineering insight and economic analysis to help organizations compare climate adaptation options, quantify avoided losses and ROI, and prioritize resilience spending.공고 • Jun 12Arcadis And Jupiter Intelligence Launch PRICE Adaptation Framework To Help Organizations Compare Climate Adaptation Options And Prioritize Resilience SpendingArcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a decision-grade methodology designed to help organizations compare climate adaptation options, quantify return on investment and prioritize resilience spending. The PRICE framework combines climate hazard modeling, engineering insight and economic analysis to help organizations evaluate where adaptation investments deliver the greatest long-term value, and in turn, enable better funding decisions. The methodology is a five step decision approach designed to help organizations: 1) Pinpoint loss drivers: Identify the primary drivers of climate-related financial loss; 2) Rank adaptation options: Compare adaptation interventions side-by-side; 3) Investment case: Quantify avoided losses and ROI; 4) Capital strategy: Connect resilience decisions to funding and capital strategies; 5) Execute and evidence: Translate adaptation planning into measurable delivery outcomes. The PRICE methodology is supported with decision intelligence at different stages through Arcadis' Climate Risk Nexus and Enterprise Decision Analytics (EDA), as well as Jupiter Intelligence's Adaptation Hub capabilities, enabling organizations to model, compare and prioritize adaptation scenarios across infrastructure systems, portfolios and communities. Arcadis and Jupiter Intelligence have already tested the methodology across real-world scenarios. In Houston, Texas, the teams analyzed 100 single-family homes in the flood-prone Meyerland neighborhood to assess the ROI potential of dry floodproofing measures. The analysis showed positive ROI outcomes for 52% of locations assessed. In Slovenia, the methodology was used to evaluate flood mitigation options for an industrial facility that had previously experienced up to USD 60 million in flood-related losses from a single event. A modeled flood wall intervention demonstrated a projected ROI of 245%. These test cases demonstrate how the methodology supports a broader shift from climate risk identification toward evidence-based resilience investment and implementation. The PRICE methodology applies across a broad range of clients, including real estate and property owners, and city and transit agencies. Arcadis is already seeing strong results from this approach on projects with the State University of New York, Northeast US regional transit clients, and major real estate owners seeking practical frameworks to move from climate risk awareness to prioritized, actionable investment decisions.실시간 뉴스 • Jun 11Arcadis Launches Climate Resilience Framework to Help Organizations Assess Adaptation InvestmentsArcadis and Jupiter Intelligence have launched the PRICE Adaptation Framework, a methodology designed to help organizations evaluate and prioritize climate adaptation and resilience projects. The framework combines climate hazard modeling, engineering expertise and economic analysis to compare different resilience options and quantify expected returns on adaptation investments. This initiative targets the climate adaptation investment gap at a time when organizations are facing rising climate-related losses and closer scrutiny of infrastructure resilience. This collaboration positions Arcadis more directly in climate resilience advisory work, which could support demand for its consulting and engineering services as clients assess physical climate risks. Investors may want to watch how widely the PRICE framework is adopted by governments and corporates, since uptake could influence the scale and visibility of Arcadis’ climate-related project pipeline.내러티브 업데이트 • Jun 01ARCAD: Dividend And North American Infrastructure Pipeline Will Drive Post Reset UpsideAnalysts have nudged their price target for Arcadis higher to about €44.64 from roughly €42.56, reflecting updated views on discount rates, revenue trends, profit margins, and the stock's future P/E. What's in the News Shareholders approved a dividend of €1.05 per ordinary share, aligned with the stated policy of paying out 30% to 40% of net income from operations and representing 39% of 2025 net income from operations.공고 • May 22+ 2 more updatesArcadis NV Confirms Appointment of Heather Polinsky as CEOArcadis at the annual General Meeting held on May 20, 2026 confirmed Heather Polinsky was appointed as CEO and chair of the Executive Board for a term of four years.실시간 뉴스 • May 20Arcadis Selected to Develop Funding Blueprint for Boston Coastal Flood ProtectionArcadis has been selected to lead a 12-to-15-month study for the Boston Green Ribbon Commission to design a comprehensive funding and financing blueprint for coastal flood protection across Boston's waterfront. The project will assess the costs of inaction, estimate the return on investment of resilience projects, identify funding gaps, and recommend a mix of public and private financing solutions. This Boston assignment highlights Arcadis' role in complex climate resilience planning, particularly where engineering work is closely tied to financing and implementation. For investors, the project underscores demand for consultancy and design services linked to climate adaptation, while also drawing attention to execution risks around large, multi-stakeholder urban infrastructure programs.내러티브 업데이트 • May 17ARCAD: Fair Value Reset Will Highlight Turnaround Execution And Sector Weight RepositioningAnalysts now see Arcadis as fairly valued around €49.0 per share, trimming growth expectations, modestly adjusting discount rates and P/E assumptions, and pointing to deeper operational challenges and the need for a major strategy overhaul following the recent downgrade to Sector Weight. Analyst Commentary Recent commentary centers on the view that Arcadis faces deeper operational challenges than previously assumed, with growth expectations trimmed and valuation work recalibrated around a share price of about €49.Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Dutch dividend payers (4.9%). In line with average of industry peers (3.3%).New Risk • May 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Dutch stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Professional Services industry in the Netherlands. Total loss to shareholders of 1.8% over the past three years.내러티브 업데이트 • Apr 30ARCAD: Post Earnings Strategy Reset Will Support Sector Weight ReRating PotentialAnalysts have kept their €49.00 price target for Arcadis unchanged, reflecting updated views that incorporate slightly softer revenue growth assumptions, a modestly higher profit margin outlook, and recent Street research highlighting deeper operational challenges and a potential need for a major strategy reset following the downgrade to Sector Weight. Analyst Commentary Recent Street research has shifted from earlier optimism to a more cautious stance, with attention moving away from valuation discounts and toward execution risks and the scale of the challenges facing the new leadership team.내러티브 업데이트 • Apr 14ARCAD: Nuclear And Infrastructure Wins Will Underpin Post Reset Upside PotentialAnalysts have made a small upward adjustment to Arcadis' fair value estimate to about €42.56. This reflects a slightly higher assumed P/E multiple and discount rate after recent earnings and fresh concerns that the business may face deeper challenges and require a significant strategy reset, as highlighted in recent downgrades to Sector Weight.내러티브 업데이트 • Mar 31ARCAD: Post Earnings Strategy Reset Will Set Up Compelling Entry OpportunityAnalysts have reduced their price target for Arcadis to €49 from €62. This reflects higher perceived risk, slightly softer long term growth and margin expectations, and a lower assumed future P/E multiple following recent downgrades and calls for a major strategy reset.내러티브 업데이트 • Mar 17ARCAD: Nuclear And Infrastructure Projects Will Support Attractive Post Reset Entry OpportunityAnalysts have cut their implied fair value estimate for Arcadis from about €51.89 to roughly €42.21. This reflects updated assumptions for discount rate, revenue growth, profit margins and future P/E after recent downgrades that highlight deeper operational challenges and the need for a broad strategy reset.내러티브 업데이트 • Mar 03ARCAD: Post Reset Entry Point Will Reward Successful Management OverhaulAnalysts have cut their price target on Arcadis from €51.00 to €34.50, reflecting lower assumed profit margins, a reduced future P/E of about 11 times, slightly higher discount rates and growing concerns that operational challenges highlighted in recent research updates may require a major reset by the new management team. Analyst Commentary Recent commentary from bearish analysts points to a shift in sentiment around Arcadis, with concerns moving beyond short term market conditions and toward deeper execution questions.Declared Dividend • Feb 28Dividend increased to €1.05Dividend of €1.05 is 5.0% higher than last year. Ex-date: 22nd May 2026 Payment date: 28th May 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Feb 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €3.96b to €3.80b. EPS estimate also fell from €3.13 per share to €2.75 per share. Net income forecast to grow 12% next year vs 12% growth forecast for Professional Services industry in the Netherlands. Consensus price target down from €51.89 to €47.07. Share price fell 18% to €28.84 over the past week.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €28.84, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Professional Services industry in the Netherlands. Total loss to shareholders of 22% over the past three years.Price Target Changed • Feb 23Price target decreased by 9.3% to €47.07Down from €51.89, the current price target is an average from 7 analysts. New target price is 68% above last closing price of €28.00. Stock is down 43% over the past year. The company is forecast to post earnings per share of €2.75 for next year compared to €2.33 last year.Reported Earnings • Feb 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €2.33 (down from €2.70 in FY 2024). Revenue: €4.88b (down 2.4% from FY 2024). Net income: €208.0m (down 14% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Professional Services industry in the Netherlands. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공고 • Feb 20Arcadis NV Declares Dividend for the Year Ended December 31, 2025Arcadis NV declared dividend of €1.05 per share for the year ended December 31, 2025 (2024: €1.00).내러티브 업데이트 • Feb 17ARCAD: Nuclear And Infrastructure Pipeline Will Create Attractive Post Pullback Entry OpportunityAnalysts have trimmed their price target for Arcadis from €53.63 to about €51.89. This reflects a slightly higher discount rate, a small adjustment to expected revenue contraction and margins, and a modestly lower assumed future P/E multiple.공고 • Feb 03Arcadis Nv Announces Directorate ChangesArcadis has appointed Peter Hogg as country director for the UK and Ireland. Hogg succeeds Simon Bimpson, who will continue to serve as president of Arcadis Advanced Manufacturing. Hogg is a 28-year veteran of the business and brings experience in the built environment. He will continue to serve as London city executive alongside his new responsibilities. Hogg has played pivotal roles in delivering some of London’s most significant infrastructure programmes, including the Jubilee Line Extension, St Pancras International Station and Heathrow’s Terminal 5. As London city executive for the last nine years, Hogg has led Arcadis’ market strategy, client engagement and key business development activities across the city. He has also spearheaded Arcadis’ central and local government relations programme, while growing the firm’s presence in economic development and investment organizations across the country. Outside Arcadis, Hogg is a non-executive member of the board of the Confederation of British Industry and has recently completed a term as a non-executive director of the Thames Estuary Growth Board.내러티브 업데이트 • Feb 03ARCAD: Post Earnings Reset Will Offer Compelling Entry At Bernstein Price LevelAnalysts kept their fair value estimate for Arcadis steady at €62.00. They pointed to an unchanged P/E outlook and recent research that sees no structural issues with the business and views the post earnings selloff as an entry opportunity.내러티브 업데이트 • Jan 20ARCAD: Post Earnings Selloff Will Set Up Attractive Entry OpportunityNarrative Update on Arcadis Analysts have adjusted their price target for Arcadis to €62.0 from €70.5, citing updated fair value estimates alongside slightly higher discount rate assumptions and modestly softer revenue growth and margin expectations. They also highlight recent Street research that points to no structural concerns and characterizes the post-earnings selloff as a potential entry opportunity.Price Target Changed • Jan 07Price target decreased by 9.0% to €52.25Down from €57.44, the current price target is an average from 8 analysts. New target price is 42% above last closing price of €36.74. Stock is down 33% over the past year. The company is forecast to post earnings per share of €2.59 for next year compared to €2.70 last year.분석 기사 • Jan 06Arcadis (AMS:ARCAD) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...내러티브 업데이트 • Jan 05ARCAD: Post Earnings Selloff Will Present Attractive Entry OpportunityAnalysts have revised their fair value estimate for Arcadis to €53.63 from €57.93, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Recent research highlights that some still see no structural issues and regard the post earnings selloff as a potential entry point.Price Target Changed • Dec 19Price target decreased by 9.4% to €53.63Down from €59.21, the current price target is an average from 8 analysts. New target price is 52% above last closing price of €35.28. Stock is down 40% over the past year. The company is forecast to post earnings per share of €2.59 for next year compared to €2.70 last year.내러티브 업데이트 • Dec 14ARCAD: Post Selloff Entry Point Will Support Higher Earnings MultipleAnalysts have raised their price target on Arcadis from EUR 47 to EUR 51, citing the recent Outperform initiation and the view that the post-earnings selloff has created an attractive entry point supported by resilient margins and a higher justified earnings multiple. Analyst Commentary Recent research highlights a generally constructive stance on Arcadis, with the latest initiation reiterating confidence in the company’s structural positioning and earnings power.공고 • Dec 13Arcadis NV, Annual General Meeting, May 20, 2026Arcadis NV, Annual General Meeting, May 20, 2026.공고 • Dec 12+ 1 more updateArcadis Announces Chief Executive Officer Changes, Effective March 1, 2026Arcadis announced that the Supervisory Board has nominated Heather Polinsky, currently Global President for Resilience and Mobility, as the next CEO. This follows a succession planning process in line with international best practice. Heather will assume the role on 1 March 2026 with her appointment submitted for shareholder approval at the Annual General Meeting on 20 May 2026. She will be based in Amsterdam. Alan Brookes will step down as CEO on 1 March 2026. Heather Polinsky joined Arcadis in 1999 from the US Army Environmental Command and is an accomplished executive with over 30 years of leadership experience across engineering, science and advisory disciplines. Since joining the Arcadis Executive Leadership Team in 2023 as President for the Resilience global business area, she has played a key role in shaping the company’s global strategy, transformation priorities and decisions across M&A, governance, innovation and investment. Her earlier career includes serving as Chief Operating Officer for North America and senior client development roles at Malcolm Pirnie Inc., where she sat on the Board of Directors and helped with its merger and integration with Arcadis in 2009. She is a certified Project Management Professional with an M.S. in Engineering Management from University of Maryland Global Campus and a B.S. in Environmental Science from the College of William and Mary, Virginia. She is a Fellow and past President of the Society of American Military Engineers and has held board and leadership positions with the National Association of Ordnance Contractors. Heather is also a recognized industry voice and has represented Arcadis at major global forums, including New York Climate Week and the UN Water Conference.공고 • Dec 04Arcadis Nv Announces Executive ChangesArcadis has appointed Pablo Espinosa as Country Director of Arcadis Iberia (Spain & Portugal), effective immediately, succeeding Kristof Peperstraete in the role, which leads 200 colleagues in the region. Pablo, 38, takes on his new role in addition to his position as Global M&A Director, which he has held since November 2021. His mission in this role is to drive strategic growth and transformation globally by identifying and executing mergers and acquisitions that align with the global Arcadis strategy. Pablo holds a Master's degrees in Civil Engineering from the University of Granada, Construction Project Management from Heriot-Watt University and a Global MBA from the Alliance Manchester Business School. Having held several positions in Arcadis, his experience ranges from leading projects in aviation, education and retail sectors to driving growth and innovation in the Places UK team and specializing in M&A finance over the last few years.분석 기사 • Nov 18Arcadis NV (AMS:ARCAD) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyArcadis NV ( AMS:ARCAD ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €41.48, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Professional Services industry in the Netherlands. Total returns to shareholders of 28% over the past three years.공고 • Oct 30Arcadis NV to Report Q2, 2026 Results on Jul 30, 2026Arcadis NV announced that they will report Q2, 2026 results on Jul 30, 2026공고 • Oct 02+ 1 more updateArcadis Appoint Simon Crowe as Member of the Executive Board, Effective September 30, 2025Arcadis confirmed the appointment of Simon Crowe for the position of member of the Executive Board. Simon Crowe was appointed to the Executive Board of Arcadis for a period of four years and will commence his role as CFO of Arcadis with immediate effect. His nomination was announced on 5 August 2025.분석 기사 • Sep 27Arcadis (AMS:ARCAD) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 25Is Now An Opportune Moment To Examine Arcadis NV (AMS:ARCAD)?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...New Risk • Aug 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 76% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Significant insider selling over the past 3 months (€937k sold).분석 기사 • Aug 01The Price Is Right For Arcadis NV (AMS:ARCAD)With a median price-to-earnings (or "P/E") ratio of close to 18x in the Netherlands, you could be forgiven for feeling...공고 • Jul 31Arcadis NV to Report Q4, 2025 Results on Feb 19, 2026Arcadis NV announced that they will report Q4, 2025 results on Feb 19, 2026분석 기사 • Jun 30Arcadis' (AMS:ARCAD) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Jun 25New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€937k sold).분석 기사 • Jun 18Should You Be Adding Arcadis (AMS:ARCAD) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Recent Insider Transactions • Jun 04CFO & Member of Executive Board recently sold €587k worth of stockOn the 29th of May, Virginie J. Duperat-Vergne sold around 13k shares on-market at roughly €45.72 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.Declared Dividend • May 09Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 20th May 2025 Payment date: 26th May 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • May 08+ 1 more updateArcadis NV announces Annual dividend, payable on May 26, 2025Arcadis NV announced Annual dividend of EUR 1.0000 per share payable on May 26, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.분석 기사 • Apr 21With Arcadis NV (AMS:ARCAD) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think Arcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...Price Target Changed • Apr 16Price target decreased by 9.0% to €64.64Down from €71.07, the current price target is an average from 7 analysts. New target price is 60% above last closing price of €40.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of €3.12 for next year compared to €2.70 last year.공고 • Mar 26Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH.Arcadis NV (ENXTAM:ARCAD) entered into a definitive agreement to acquire Kua GmbH for €70 million on February 12, 2025. The consideration of €70 million is on a cash and debt free basis. The transaction reflects TEV/EBITDA multiple of 8x. The acquisition will significantly enhance Kua GmbH position in the European market creating substantial revenue synergy opportunities. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH on March 25, 2025.분석 기사 • Mar 26What Is Arcadis NV's (AMS:ARCAD) Share Price Doing?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...공고 • Mar 21Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH.Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH on March 20, 2025. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Wsp Infrastructure Engineering GmbH on March 20, 2025.공고 • Mar 06Arcadis NV Announces Chief Financial Officer ChangesArcadis announced that Virginie Duperat-Vergne has decided to resign as Chief Financial Officer, effective from 31 May 2025. Willem Baars will assume the role of interim CFO on 1 June 2025. Willem currently holds the position of Global Strategy, Financing and M&A Officer and has been with Arcadis for four years, having worked closely with Virginie, Arcadis’ Chief Executive Officer Alan Brookes, the Arcadis leadership team and the Supervisory Board. Willem is a highly accomplished financial and strategic leader. Before joining Arcadis, he spent over 20 years at Goldman Sachs. The Supervisory Board will initiate the process to appoint a permanent successor for Virginie Duperat-Vergne immediately.공고 • Mar 05Arcadis Announces Resignation of Virginie Duperat-Vergne as Member of the Executive Board, Effective 31 May 2025Arcadis announced that Virginie Duperat-Vergne has decided to resign as Member of the Executive Board effective from 31 May 2025.분석 기사 • Feb 28Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...새로운 내러티브 • Feb 23Climate Adaptation And Energy Projects Will Shape Future Market Success Focus on climate strategies and energy projects increases revenue and market position, driven by infrastructure resilience and rising energy demands.Reported Earnings • Feb 15Full year 2024 earnings: Revenues in line with analyst expectationsFull year 2024 results: Revenue: €5.00b (flat on FY 2023). Net income: €243.0m (up 52% from FY 2023). Profit margin: 4.9% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in the Netherlands.분석 기사 • Jan 09Arcadis (AMS:ARCAD) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...분석 기사 • Dec 26Arcadis NV's (AMS:ARCAD) Share Price Matching Investor OpinionWhen close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...분석 기사 • Dec 14Here's Why Arcadis (AMS:ARCAD) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Nov 02At €64.70, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it maintained its current share price over the past...공고 • Oct 24Arcadis NV to Report Q2, 2025 Results on Jul 31, 2025Arcadis NV announced that they will report Q2, 2025 results on Jul 31, 2025분석 기사 • Sep 26These 4 Measures Indicate That Arcadis (AMS:ARCAD) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Sep 14Arcadis (AMS:ARCAD) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...분석 기사 • Aug 19Is Now The Time To Put Arcadis (AMS:ARCAD) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Jul 28First half 2024 earnings: EPS and revenues miss analyst expectationsFirst half 2024 results: EPS: €1.24 (up from €0.77 in 1H 2023). Revenue: €2.51b (up 1.4% from 1H 2023). Net income: €112.0m (up 62% from 1H 2023). Profit margin: 4.5% (up from 2.8% in 1H 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in the Netherlands. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.공고 • Jul 25+ 1 more updateArcadis NV to Report Q1, 2025 Results on May 07, 2025Arcadis NV announced that they will report Q1, 2025 results on May 07, 2025Recent Insider Transactions • May 26CFO & Member of Executive Board recently bought €1.3m worth of stockOn the 23rd of May, Virginie J. Duperat-Vergne bought around 21k shares on-market at roughly €59.91 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.분석 기사 • May 13At €60.75, Is It Time To Put Arcadis NV (AMS:ARCAD) On Your Watch List?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...공고 • May 09Arcadis NV Approves Dividend for the Year 2023Arcadis NV approved the company's dividend proposal of €0.85 per ordinary share representing 34% of net income from operations in 2023.분석 기사 • May 01Industry Analysts Just Made A Upgrade To Their Arcadis NV (AMS:ARCAD) Revenue ForecastsArcadis NV ( AMS:ARCAD ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...분석 기사 • Apr 26Do Arcadis' (AMS:ARCAD) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Apr 13Arcadis' (AMS:ARCAD) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Arcadis NV ( AMS:ARCAD ) has announced that it will be paying its dividend of €0.85 on the 16th of May, an...분석 기사 • Apr 09Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공고 • Apr 01Arcadis NV to Report Q1, 2024 Results on Apr 30, 2024Arcadis NV announced that they will report Q1, 2024 results on Apr 30, 2024분석 기사 • Mar 28Arcadis (AMS:ARCAD) Has Announced That It Will Be Increasing Its Dividend To €0.85Arcadis NV's ( AMS:ARCAD ) dividend will be increasing from last year's payment of the same period to €0.85 on 16th of...Declared Dividend • Mar 27Dividend increased to €0.85Dividend of €0.85 is 15% higher than last year. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Mar 12Price target increased by 8.8% to €61.79Up from €56.79, the current price target is an average from 7 analysts. New target price is 10% above last closing price of €56.10. Stock is up 48% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €1.78 last year.Reported Earnings • Feb 23Full year 2023 earnings: Revenues in line with analyst expectationsFull year 2023 results: Revenue: €5.00b (up 24% from FY 2022). Net income: €160.0m (up 18% from FY 2022). Profit margin: 3.2% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Professional Services industry in the Netherlands.공고 • Feb 18Arcadis NV to Report Fiscal Year 2023 Results on Mar 07, 2024Arcadis NV announced that they will report fiscal year 2023 results on Mar 07, 2024공고 • Feb 17Arcadis NV, Annual General Meeting, May 08, 2024Arcadis NV, Annual General Meeting, May 08, 2024.분석 기사 • Feb 07At €49.94, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...Price Target Changed • Jan 19Price target increased by 8.7% to €56.79Up from €52.25, the current price target is an average from 7 analysts. New target price is 16% above last closing price of €49.02. Stock is up 23% over the past year. The company is forecast to post earnings per share of €2.08 for next year compared to €1.52 last year.분석 기사 • Jan 11Arcadis' (AMS:ARCAD) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Dec 24Arcadis NV's (AMS:ARCAD) Popularity With Investors Is ClearArcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 33.5x might make it look like a strong sell right now...지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: ARCAD 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: ARCAD 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Arcadis 배당 수익률 vs 시장ARCAD의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ARCAD)2.6%시장 하위 25% (NL)2.5%시장 상위 25% (NL)4.4%업계 평균 (Professional Services)3.0%분석가 예측 (ARCAD) (최대 3년)3.4%주목할만한 배당금: ARCAD 의 배당금( 2.58% )은 Dutch 시장에서 배당금 지급자의 하위 25%( 2.51% )보다 높습니다.고배당: ARCAD 의 배당금( 2.58% )은 Dutch 시장에서 배당금 지급자의 상위 25%( 4.44% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 45% )로 ARCAD 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 24.9% )이 낮기 때문에 ARCAD 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YNL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 20:36종가2026/07/31 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arcadis NV는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Derric MarconBernsteinHimanshu AgarwalBofA Global ResearchMichael RoegDegroof Petercam11명의 분석가 더 보기
Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Dutch dividend payers (4.9%). In line with average of industry peers (3.3%).
Declared Dividend • Feb 28Dividend increased to €1.05Dividend of €1.05 is 5.0% higher than last year. Ex-date: 22nd May 2026 Payment date: 28th May 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Feb 20Arcadis NV Declares Dividend for the Year Ended December 31, 2025Arcadis NV declared dividend of €1.05 per share for the year ended December 31, 2025 (2024: €1.00).
Declared Dividend • May 09Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 20th May 2025 Payment date: 26th May 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 08+ 1 more updateArcadis NV announces Annual dividend, payable on May 26, 2025Arcadis NV announced Annual dividend of EUR 1.0000 per share payable on May 26, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.
공고 • May 09Arcadis NV Approves Dividend for the Year 2023Arcadis NV approved the company's dividend proposal of €0.85 per ordinary share representing 34% of net income from operations in 2023.
공고 • Jul 30WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. proposed revised non-binding indicative offer to acquire Arcadis NV for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction. WSP Global Inc. (TSX:WSP) cancelled the acquisition of Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others on July 30, 2026. The Revised Proposal fundamentally undervalues Arcadis and again fails to reflect the substantial value creation potential from the execution of Arcadis’ standalone strategy, supported by the Company’s current operational momentum and the new medium-term financial targets published today alongside our Q2 and Half Year 2026 Results. The Revised Proposal entails material uncertainty regarding deal execution and timing, execution of strategic plans, cultural fit, and integration risks, with adverse consequences for Arcadis' shareholders, employees, clients and other stakeholders.
실시간 뉴스 • Jul 28Arcadis Completes Toll and Digital Systems for $6.4 Billion Gordie Howe Bridge OpeningArcadis has delivered the toll system plus intelligent transportation, security and communications design for the $6.4b Gordie Howe International Bridge, a new six-lane cable‑stayed crossing between Windsor, Ontario, and Detroit, Michigan. The project gives Arcadis a visible reference in digital and intelligent infrastructure, covering design, development, installation and commissioning of a complete toll system integrated with advanced ITS capabilities for traffic flow and safety. Arcadis shares trade at €41.60, with the stock up 20.0% over the past week. This bridge win adds a high-profile North American trade corridor to Arcadis’s project list, which can matter when agencies consider awarding future tolling and ITS contracts. The main risk is execution and long-term system performance on such a visible asset, where any operational issues could affect reputation.
실시간 뉴스 • Jul 26Arcadis Appointed Lead Designer for Major Vancouver Port Expansion ProjectArcadis has been appointed lead designer for the detailed design phase of the Roberts Bank Terminal 2 Project in British Columbia, a marine infrastructure build that is planned to increase the Port of Vancouver’s container capacity by 50% and support over $100b in annual trade capacity. The project adds a high-profile international reference to Arcadis’s portfolio, with the company leading a multidisciplinary design team within the TerraMarine consortium to deliver a resilient, efficient and environmentally responsible terminal. Arcadis shares trade around €41.40, with the stock up 25.0% over the past 30 days. This Canadian port contract gives Arcadis additional exposure to large-scale marine infrastructure and trade-related investment, but also concentrates execution risk in a complex, long-duration project where cost control, environmental requirements and consortium coordination will be critical.
실시간 뉴스 • Jul 25WSP Makes Second Acquisition Bid for Arcadis at 51.50 per ShareWSP Global has submitted a second, non-binding and conditional proposal to acquire all issued and outstanding shares of Arcadis at €51.50 per share, following an earlier unsolicited offer that Arcadis’ Executive and Supervisory Boards rejected. Arcadis’ Boards are reviewing the revised proposal while stating continued confidence in the company’s standalone strategy and operations, after previously raising concerns about valuation, strategic and cultural fit, deal certainty and broader stakeholder interests. Arcadis shares trade at €41.40, with the stock up 32.6% over the past 90 days. This suggests that expectations around corporate developments and the company’s project pipeline are already reflected to some extent in the price. The key question now is whether WSP improves terms or structure enough to satisfy Arcadis’ Boards, or whether the company continues independently. This sets up a clear fork in the risk/reward profile for shareholders.
공고 • Jul 24WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.5 billion.WSP Global Inc. (TSX:WSP) proposed an initial non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) from Stichting Lovinklaan, Stichting Koninklijke Katalys and others for €4.2 billion on July 1, 2026. WSP Global Inc. (TSX:WSP) proposed revised non-binding indicative offer to acquire Arcadis NV (ENXTAM:ARCAD) for €4.5 billion on July 24, 2026. A cash consideration €48.50 per share will be paid by WSP Global Inc. As part of consideration, Arcadis shareholders would be provided with the flexibility to elect for immediate certainty of value through cash consideration, and/or to elect WSP stock and participate in the future value creation of the combined business. The overall consideration would be approximately half shares and half cash. As of July 14, 2026, the proposal was carefully reviewed and unanimously rejected by the Executive Board and Supervisory Board as it did not adequately reflect Arcadis' intrinsic value, strategic position and future prospects. The proposal also did not address concerns around strategic fit, cultural fit, deal certainty and other stakeholders' interests. As of July 23, 2026, WSP submitted an revised improved proposal to acquire all issued and outstanding shares in the capital of Arcadis, at an intended offer consideration of €51.50 per ordinary share (cum dividend) for €4.5 billion. The indicative proposal envisages an offer consideration, represented a premium of approximately 45.8% over the unaffected share price of €35.32 per ordinary share on July 22, 2026. WSP would welcome the Lovinklaan Foundation and Katalys as important reference shareholders. WSP deeply respects the goals and responsibilities of the Lovinklaan Foundation and Katalys and is committed to a similar role in the combined organization. Under the assumption that Lovinklaan Foundation and Katalys elect to receive only WSP shares, the non-foundation Arcadis shareholders will receive approximately 65% in cash and 35% in WSP shares as consideration. WSP’s proposal is not contingent on any financing condition and would provide Arcadis shareholders with an attractive value. The transaction is subject to approval of merger agreement by target board, approval by regulatory board / committee and definitive agreement. The proposed transaction would be subject to customary pre-offer and offer conditions precedent for a transaction of this nature, including but not limited to, the recommendation by the Executive Board and Supervisory Board, a minimum acceptance level and customary regulatory conditions. A definitive agreement has not been entered into, and any potential transaction remains subject to an agreement on terms between WSP and Arcadis. There can be no assurance that a transaction will be concluded and that the conditions to which it may be subject would be met. WSP has provided its proposal to the Executive Board and the Supervisory Board of Arcadis, and has invited them to discuss such proposals with a view to reaching a friendly, recommended transaction.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €41.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Professional Services industry in the Netherlands. Total returns to shareholders of 10% over the past three years.
실시간 뉴스 • Jul 18Arcadis Teams With 374Water to Pursue PFAS Destruction Contracts in Remediation SectorArcadis has signed a Memorandum of Understanding with 374Water to jointly pursue federal and commercial contracts for permanent destruction of PFAS‑contaminated waste, using 374Water’s AirSCWO technology as part of turnkey treatment and destruction solutions. Under the agreement, Arcadis will lead client engagement, market development and regulatory interactions, aiming to deploy integrated PFAS services that cover waste characterization, permitting strategies, logistics, treatment operations and final destruction in a multi‑billion dollar remediation sector. Arcadis shares trade at €34.66, with the stock down 2.6% year to date, indicating investors have not recently re‑rated the company despite this type of business development. This partnership gives Arcadis a more complete PFAS offering by pairing its consulting and regulatory expertise with a specific destruction technology. This structure could make the firm more competitive on complex remediation tenders but also ties execution to the commercial rollout and performance of 374Water’s systems.
내러티브 업데이트 • Jun 16ARCAD: Climate Resilience Pipeline And Steady Leadership Will Support Balanced Return PotentialAnalysts now see Arcadis' fair value at about €36.86, up from €34.50, reflecting slightly higher assumed discount rates, modestly stronger profit margins and future P/E expectations. What's in the News Arcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a five step methodology that uses climate hazard modeling, engineering insight and economic analysis to help organizations compare climate adaptation options, quantify avoided losses and ROI, and prioritize resilience spending.
공고 • Jun 12Arcadis And Jupiter Intelligence Launch PRICE Adaptation Framework To Help Organizations Compare Climate Adaptation Options And Prioritize Resilience SpendingArcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a decision-grade methodology designed to help organizations compare climate adaptation options, quantify return on investment and prioritize resilience spending. The PRICE framework combines climate hazard modeling, engineering insight and economic analysis to help organizations evaluate where adaptation investments deliver the greatest long-term value, and in turn, enable better funding decisions. The methodology is a five step decision approach designed to help organizations: 1) Pinpoint loss drivers: Identify the primary drivers of climate-related financial loss; 2) Rank adaptation options: Compare adaptation interventions side-by-side; 3) Investment case: Quantify avoided losses and ROI; 4) Capital strategy: Connect resilience decisions to funding and capital strategies; 5) Execute and evidence: Translate adaptation planning into measurable delivery outcomes. The PRICE methodology is supported with decision intelligence at different stages through Arcadis' Climate Risk Nexus and Enterprise Decision Analytics (EDA), as well as Jupiter Intelligence's Adaptation Hub capabilities, enabling organizations to model, compare and prioritize adaptation scenarios across infrastructure systems, portfolios and communities. Arcadis and Jupiter Intelligence have already tested the methodology across real-world scenarios. In Houston, Texas, the teams analyzed 100 single-family homes in the flood-prone Meyerland neighborhood to assess the ROI potential of dry floodproofing measures. The analysis showed positive ROI outcomes for 52% of locations assessed. In Slovenia, the methodology was used to evaluate flood mitigation options for an industrial facility that had previously experienced up to USD 60 million in flood-related losses from a single event. A modeled flood wall intervention demonstrated a projected ROI of 245%. These test cases demonstrate how the methodology supports a broader shift from climate risk identification toward evidence-based resilience investment and implementation. The PRICE methodology applies across a broad range of clients, including real estate and property owners, and city and transit agencies. Arcadis is already seeing strong results from this approach on projects with the State University of New York, Northeast US regional transit clients, and major real estate owners seeking practical frameworks to move from climate risk awareness to prioritized, actionable investment decisions.
실시간 뉴스 • Jun 11Arcadis Launches Climate Resilience Framework to Help Organizations Assess Adaptation InvestmentsArcadis and Jupiter Intelligence have launched the PRICE Adaptation Framework, a methodology designed to help organizations evaluate and prioritize climate adaptation and resilience projects. The framework combines climate hazard modeling, engineering expertise and economic analysis to compare different resilience options and quantify expected returns on adaptation investments. This initiative targets the climate adaptation investment gap at a time when organizations are facing rising climate-related losses and closer scrutiny of infrastructure resilience. This collaboration positions Arcadis more directly in climate resilience advisory work, which could support demand for its consulting and engineering services as clients assess physical climate risks. Investors may want to watch how widely the PRICE framework is adopted by governments and corporates, since uptake could influence the scale and visibility of Arcadis’ climate-related project pipeline.
내러티브 업데이트 • Jun 01ARCAD: Dividend And North American Infrastructure Pipeline Will Drive Post Reset UpsideAnalysts have nudged their price target for Arcadis higher to about €44.64 from roughly €42.56, reflecting updated views on discount rates, revenue trends, profit margins, and the stock's future P/E. What's in the News Shareholders approved a dividend of €1.05 per ordinary share, aligned with the stated policy of paying out 30% to 40% of net income from operations and representing 39% of 2025 net income from operations.
공고 • May 22+ 2 more updatesArcadis NV Confirms Appointment of Heather Polinsky as CEOArcadis at the annual General Meeting held on May 20, 2026 confirmed Heather Polinsky was appointed as CEO and chair of the Executive Board for a term of four years.
실시간 뉴스 • May 20Arcadis Selected to Develop Funding Blueprint for Boston Coastal Flood ProtectionArcadis has been selected to lead a 12-to-15-month study for the Boston Green Ribbon Commission to design a comprehensive funding and financing blueprint for coastal flood protection across Boston's waterfront. The project will assess the costs of inaction, estimate the return on investment of resilience projects, identify funding gaps, and recommend a mix of public and private financing solutions. This Boston assignment highlights Arcadis' role in complex climate resilience planning, particularly where engineering work is closely tied to financing and implementation. For investors, the project underscores demand for consultancy and design services linked to climate adaptation, while also drawing attention to execution risks around large, multi-stakeholder urban infrastructure programs.
내러티브 업데이트 • May 17ARCAD: Fair Value Reset Will Highlight Turnaround Execution And Sector Weight RepositioningAnalysts now see Arcadis as fairly valued around €49.0 per share, trimming growth expectations, modestly adjusting discount rates and P/E assumptions, and pointing to deeper operational challenges and the need for a major strategy overhaul following the recent downgrade to Sector Weight. Analyst Commentary Recent commentary centers on the view that Arcadis faces deeper operational challenges than previously assumed, with growth expectations trimmed and valuation work recalibrated around a share price of about €49.
Upcoming Dividend • May 15Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Dutch dividend payers (4.9%). In line with average of industry peers (3.3%).
New Risk • May 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Dutch stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).
Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Professional Services industry in the Netherlands. Total loss to shareholders of 1.8% over the past three years.
내러티브 업데이트 • Apr 30ARCAD: Post Earnings Strategy Reset Will Support Sector Weight ReRating PotentialAnalysts have kept their €49.00 price target for Arcadis unchanged, reflecting updated views that incorporate slightly softer revenue growth assumptions, a modestly higher profit margin outlook, and recent Street research highlighting deeper operational challenges and a potential need for a major strategy reset following the downgrade to Sector Weight. Analyst Commentary Recent Street research has shifted from earlier optimism to a more cautious stance, with attention moving away from valuation discounts and toward execution risks and the scale of the challenges facing the new leadership team.
내러티브 업데이트 • Apr 14ARCAD: Nuclear And Infrastructure Wins Will Underpin Post Reset Upside PotentialAnalysts have made a small upward adjustment to Arcadis' fair value estimate to about €42.56. This reflects a slightly higher assumed P/E multiple and discount rate after recent earnings and fresh concerns that the business may face deeper challenges and require a significant strategy reset, as highlighted in recent downgrades to Sector Weight.
내러티브 업데이트 • Mar 31ARCAD: Post Earnings Strategy Reset Will Set Up Compelling Entry OpportunityAnalysts have reduced their price target for Arcadis to €49 from €62. This reflects higher perceived risk, slightly softer long term growth and margin expectations, and a lower assumed future P/E multiple following recent downgrades and calls for a major strategy reset.
내러티브 업데이트 • Mar 17ARCAD: Nuclear And Infrastructure Projects Will Support Attractive Post Reset Entry OpportunityAnalysts have cut their implied fair value estimate for Arcadis from about €51.89 to roughly €42.21. This reflects updated assumptions for discount rate, revenue growth, profit margins and future P/E after recent downgrades that highlight deeper operational challenges and the need for a broad strategy reset.
내러티브 업데이트 • Mar 03ARCAD: Post Reset Entry Point Will Reward Successful Management OverhaulAnalysts have cut their price target on Arcadis from €51.00 to €34.50, reflecting lower assumed profit margins, a reduced future P/E of about 11 times, slightly higher discount rates and growing concerns that operational challenges highlighted in recent research updates may require a major reset by the new management team. Analyst Commentary Recent commentary from bearish analysts points to a shift in sentiment around Arcadis, with concerns moving beyond short term market conditions and toward deeper execution questions.
Declared Dividend • Feb 28Dividend increased to €1.05Dividend of €1.05 is 5.0% higher than last year. Ex-date: 22nd May 2026 Payment date: 28th May 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Feb 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €3.96b to €3.80b. EPS estimate also fell from €3.13 per share to €2.75 per share. Net income forecast to grow 12% next year vs 12% growth forecast for Professional Services industry in the Netherlands. Consensus price target down from €51.89 to €47.07. Share price fell 18% to €28.84 over the past week.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €28.84, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Professional Services industry in the Netherlands. Total loss to shareholders of 22% over the past three years.
Price Target Changed • Feb 23Price target decreased by 9.3% to €47.07Down from €51.89, the current price target is an average from 7 analysts. New target price is 68% above last closing price of €28.00. Stock is down 43% over the past year. The company is forecast to post earnings per share of €2.75 for next year compared to €2.33 last year.
Reported Earnings • Feb 21Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €2.33 (down from €2.70 in FY 2024). Revenue: €4.88b (down 2.4% from FY 2024). Net income: €208.0m (down 14% from FY 2024). Profit margin: 4.3% (down from 4.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 8.7%. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Professional Services industry in the Netherlands. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공고 • Feb 20Arcadis NV Declares Dividend for the Year Ended December 31, 2025Arcadis NV declared dividend of €1.05 per share for the year ended December 31, 2025 (2024: €1.00).
내러티브 업데이트 • Feb 17ARCAD: Nuclear And Infrastructure Pipeline Will Create Attractive Post Pullback Entry OpportunityAnalysts have trimmed their price target for Arcadis from €53.63 to about €51.89. This reflects a slightly higher discount rate, a small adjustment to expected revenue contraction and margins, and a modestly lower assumed future P/E multiple.
공고 • Feb 03Arcadis Nv Announces Directorate ChangesArcadis has appointed Peter Hogg as country director for the UK and Ireland. Hogg succeeds Simon Bimpson, who will continue to serve as president of Arcadis Advanced Manufacturing. Hogg is a 28-year veteran of the business and brings experience in the built environment. He will continue to serve as London city executive alongside his new responsibilities. Hogg has played pivotal roles in delivering some of London’s most significant infrastructure programmes, including the Jubilee Line Extension, St Pancras International Station and Heathrow’s Terminal 5. As London city executive for the last nine years, Hogg has led Arcadis’ market strategy, client engagement and key business development activities across the city. He has also spearheaded Arcadis’ central and local government relations programme, while growing the firm’s presence in economic development and investment organizations across the country. Outside Arcadis, Hogg is a non-executive member of the board of the Confederation of British Industry and has recently completed a term as a non-executive director of the Thames Estuary Growth Board.
내러티브 업데이트 • Feb 03ARCAD: Post Earnings Reset Will Offer Compelling Entry At Bernstein Price LevelAnalysts kept their fair value estimate for Arcadis steady at €62.00. They pointed to an unchanged P/E outlook and recent research that sees no structural issues with the business and views the post earnings selloff as an entry opportunity.
내러티브 업데이트 • Jan 20ARCAD: Post Earnings Selloff Will Set Up Attractive Entry OpportunityNarrative Update on Arcadis Analysts have adjusted their price target for Arcadis to €62.0 from €70.5, citing updated fair value estimates alongside slightly higher discount rate assumptions and modestly softer revenue growth and margin expectations. They also highlight recent Street research that points to no structural concerns and characterizes the post-earnings selloff as a potential entry opportunity.
Price Target Changed • Jan 07Price target decreased by 9.0% to €52.25Down from €57.44, the current price target is an average from 8 analysts. New target price is 42% above last closing price of €36.74. Stock is down 33% over the past year. The company is forecast to post earnings per share of €2.59 for next year compared to €2.70 last year.
분석 기사 • Jan 06Arcadis (AMS:ARCAD) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 • Jan 05ARCAD: Post Earnings Selloff Will Present Attractive Entry OpportunityAnalysts have revised their fair value estimate for Arcadis to €53.63 from €57.93, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Recent research highlights that some still see no structural issues and regard the post earnings selloff as a potential entry point.
Price Target Changed • Dec 19Price target decreased by 9.4% to €53.63Down from €59.21, the current price target is an average from 8 analysts. New target price is 52% above last closing price of €35.28. Stock is down 40% over the past year. The company is forecast to post earnings per share of €2.59 for next year compared to €2.70 last year.
내러티브 업데이트 • Dec 14ARCAD: Post Selloff Entry Point Will Support Higher Earnings MultipleAnalysts have raised their price target on Arcadis from EUR 47 to EUR 51, citing the recent Outperform initiation and the view that the post-earnings selloff has created an attractive entry point supported by resilient margins and a higher justified earnings multiple. Analyst Commentary Recent research highlights a generally constructive stance on Arcadis, with the latest initiation reiterating confidence in the company’s structural positioning and earnings power.
공고 • Dec 13Arcadis NV, Annual General Meeting, May 20, 2026Arcadis NV, Annual General Meeting, May 20, 2026.
공고 • Dec 12+ 1 more updateArcadis Announces Chief Executive Officer Changes, Effective March 1, 2026Arcadis announced that the Supervisory Board has nominated Heather Polinsky, currently Global President for Resilience and Mobility, as the next CEO. This follows a succession planning process in line with international best practice. Heather will assume the role on 1 March 2026 with her appointment submitted for shareholder approval at the Annual General Meeting on 20 May 2026. She will be based in Amsterdam. Alan Brookes will step down as CEO on 1 March 2026. Heather Polinsky joined Arcadis in 1999 from the US Army Environmental Command and is an accomplished executive with over 30 years of leadership experience across engineering, science and advisory disciplines. Since joining the Arcadis Executive Leadership Team in 2023 as President for the Resilience global business area, she has played a key role in shaping the company’s global strategy, transformation priorities and decisions across M&A, governance, innovation and investment. Her earlier career includes serving as Chief Operating Officer for North America and senior client development roles at Malcolm Pirnie Inc., where she sat on the Board of Directors and helped with its merger and integration with Arcadis in 2009. She is a certified Project Management Professional with an M.S. in Engineering Management from University of Maryland Global Campus and a B.S. in Environmental Science from the College of William and Mary, Virginia. She is a Fellow and past President of the Society of American Military Engineers and has held board and leadership positions with the National Association of Ordnance Contractors. Heather is also a recognized industry voice and has represented Arcadis at major global forums, including New York Climate Week and the UN Water Conference.
공고 • Dec 04Arcadis Nv Announces Executive ChangesArcadis has appointed Pablo Espinosa as Country Director of Arcadis Iberia (Spain & Portugal), effective immediately, succeeding Kristof Peperstraete in the role, which leads 200 colleagues in the region. Pablo, 38, takes on his new role in addition to his position as Global M&A Director, which he has held since November 2021. His mission in this role is to drive strategic growth and transformation globally by identifying and executing mergers and acquisitions that align with the global Arcadis strategy. Pablo holds a Master's degrees in Civil Engineering from the University of Granada, Construction Project Management from Heriot-Watt University and a Global MBA from the Alliance Manchester Business School. Having held several positions in Arcadis, his experience ranges from leading projects in aviation, education and retail sectors to driving growth and innovation in the Places UK team and specializing in M&A finance over the last few years.
분석 기사 • Nov 18Arcadis NV (AMS:ARCAD) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyArcadis NV ( AMS:ARCAD ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €41.48, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Professional Services industry in the Netherlands. Total returns to shareholders of 28% over the past three years.
공고 • Oct 30Arcadis NV to Report Q2, 2026 Results on Jul 30, 2026Arcadis NV announced that they will report Q2, 2026 results on Jul 30, 2026
공고 • Oct 02+ 1 more updateArcadis Appoint Simon Crowe as Member of the Executive Board, Effective September 30, 2025Arcadis confirmed the appointment of Simon Crowe for the position of member of the Executive Board. Simon Crowe was appointed to the Executive Board of Arcadis for a period of four years and will commence his role as CFO of Arcadis with immediate effect. His nomination was announced on 5 August 2025.
분석 기사 • Sep 27Arcadis (AMS:ARCAD) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Aug 25Is Now An Opportune Moment To Examine Arcadis NV (AMS:ARCAD)?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...
New Risk • Aug 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 76% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Significant insider selling over the past 3 months (€937k sold).
분석 기사 • Aug 01The Price Is Right For Arcadis NV (AMS:ARCAD)With a median price-to-earnings (or "P/E") ratio of close to 18x in the Netherlands, you could be forgiven for feeling...
공고 • Jul 31Arcadis NV to Report Q4, 2025 Results on Feb 19, 2026Arcadis NV announced that they will report Q4, 2025 results on Feb 19, 2026
분석 기사 • Jun 30Arcadis' (AMS:ARCAD) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Jun 25New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€937k sold).
분석 기사 • Jun 18Should You Be Adding Arcadis (AMS:ARCAD) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Recent Insider Transactions • Jun 04CFO & Member of Executive Board recently sold €587k worth of stockOn the 29th of May, Virginie J. Duperat-Vergne sold around 13k shares on-market at roughly €45.72 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.
Declared Dividend • May 09Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 20th May 2025 Payment date: 26th May 2025 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 08+ 1 more updateArcadis NV announces Annual dividend, payable on May 26, 2025Arcadis NV announced Annual dividend of EUR 1.0000 per share payable on May 26, 2025, ex-date on May 20, 2025 and record date on May 21, 2025.
분석 기사 • Apr 21With Arcadis NV (AMS:ARCAD) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think Arcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...
Price Target Changed • Apr 16Price target decreased by 9.0% to €64.64Down from €71.07, the current price target is an average from 7 analysts. New target price is 60% above last closing price of €40.32. Stock is down 32% over the past year. The company is forecast to post earnings per share of €3.12 for next year compared to €2.70 last year.
공고 • Mar 26Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH.Arcadis NV (ENXTAM:ARCAD) entered into a definitive agreement to acquire Kua GmbH for €70 million on February 12, 2025. The consideration of €70 million is on a cash and debt free basis. The transaction reflects TEV/EBITDA multiple of 8x. The acquisition will significantly enhance Kua GmbH position in the European market creating substantial revenue synergy opportunities. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Kua GmbH on March 25, 2025.
분석 기사 • Mar 26What Is Arcadis NV's (AMS:ARCAD) Share Price Doing?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
공고 • Mar 21Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH.Arcadis NV (ENXTAM:ARCAD) acquired Wsp Infrastructure Engineering GmbH on March 20, 2025. Arcadis NV (ENXTAM:ARCAD) completed the acquisition of Wsp Infrastructure Engineering GmbH on March 20, 2025.
공고 • Mar 06Arcadis NV Announces Chief Financial Officer ChangesArcadis announced that Virginie Duperat-Vergne has decided to resign as Chief Financial Officer, effective from 31 May 2025. Willem Baars will assume the role of interim CFO on 1 June 2025. Willem currently holds the position of Global Strategy, Financing and M&A Officer and has been with Arcadis for four years, having worked closely with Virginie, Arcadis’ Chief Executive Officer Alan Brookes, the Arcadis leadership team and the Supervisory Board. Willem is a highly accomplished financial and strategic leader. Before joining Arcadis, he spent over 20 years at Goldman Sachs. The Supervisory Board will initiate the process to appoint a permanent successor for Virginie Duperat-Vergne immediately.
공고 • Mar 05Arcadis Announces Resignation of Virginie Duperat-Vergne as Member of the Executive Board, Effective 31 May 2025Arcadis announced that Virginie Duperat-Vergne has decided to resign as Member of the Executive Board effective from 31 May 2025.
분석 기사 • Feb 28Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
새로운 내러티브 • Feb 23Climate Adaptation And Energy Projects Will Shape Future Market Success Focus on climate strategies and energy projects increases revenue and market position, driven by infrastructure resilience and rising energy demands.
Reported Earnings • Feb 15Full year 2024 earnings: Revenues in line with analyst expectationsFull year 2024 results: Revenue: €5.00b (flat on FY 2023). Net income: €243.0m (up 52% from FY 2023). Profit margin: 4.9% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in the Netherlands.
분석 기사 • Jan 09Arcadis (AMS:ARCAD) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
분석 기사 • Dec 26Arcadis NV's (AMS:ARCAD) Share Price Matching Investor OpinionWhen close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
분석 기사 • Dec 14Here's Why Arcadis (AMS:ARCAD) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Nov 02At €64.70, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it maintained its current share price over the past...
공고 • Oct 24Arcadis NV to Report Q2, 2025 Results on Jul 31, 2025Arcadis NV announced that they will report Q2, 2025 results on Jul 31, 2025
분석 기사 • Sep 26These 4 Measures Indicate That Arcadis (AMS:ARCAD) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Sep 14Arcadis (AMS:ARCAD) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 • Aug 19Is Now The Time To Put Arcadis (AMS:ARCAD) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Jul 28First half 2024 earnings: EPS and revenues miss analyst expectationsFirst half 2024 results: EPS: €1.24 (up from €0.77 in 1H 2023). Revenue: €2.51b (up 1.4% from 1H 2023). Net income: €112.0m (up 62% from 1H 2023). Profit margin: 4.5% (up from 2.8% in 1H 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in the Netherlands. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
공고 • Jul 25+ 1 more updateArcadis NV to Report Q1, 2025 Results on May 07, 2025Arcadis NV announced that they will report Q1, 2025 results on May 07, 2025
Recent Insider Transactions • May 26CFO & Member of Executive Board recently bought €1.3m worth of stockOn the 23rd of May, Virginie J. Duperat-Vergne bought around 21k shares on-market at roughly €59.91 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Virginie J.'s only on-market trade for the last 12 months.
분석 기사 • May 13At €60.75, Is It Time To Put Arcadis NV (AMS:ARCAD) On Your Watch List?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
공고 • May 09Arcadis NV Approves Dividend for the Year 2023Arcadis NV approved the company's dividend proposal of €0.85 per ordinary share representing 34% of net income from operations in 2023.
분석 기사 • May 01Industry Analysts Just Made A Upgrade To Their Arcadis NV (AMS:ARCAD) Revenue ForecastsArcadis NV ( AMS:ARCAD ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...
분석 기사 • Apr 26Do Arcadis' (AMS:ARCAD) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Apr 13Arcadis' (AMS:ARCAD) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Arcadis NV ( AMS:ARCAD ) has announced that it will be paying its dividend of €0.85 on the 16th of May, an...
분석 기사 • Apr 09Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공고 • Apr 01Arcadis NV to Report Q1, 2024 Results on Apr 30, 2024Arcadis NV announced that they will report Q1, 2024 results on Apr 30, 2024
분석 기사 • Mar 28Arcadis (AMS:ARCAD) Has Announced That It Will Be Increasing Its Dividend To €0.85Arcadis NV's ( AMS:ARCAD ) dividend will be increasing from last year's payment of the same period to €0.85 on 16th of...
Declared Dividend • Mar 27Dividend increased to €0.85Dividend of €0.85 is 15% higher than last year. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Mar 12Price target increased by 8.8% to €61.79Up from €56.79, the current price target is an average from 7 analysts. New target price is 10% above last closing price of €56.10. Stock is up 48% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €1.78 last year.
Reported Earnings • Feb 23Full year 2023 earnings: Revenues in line with analyst expectationsFull year 2023 results: Revenue: €5.00b (up 24% from FY 2022). Net income: €160.0m (up 18% from FY 2022). Profit margin: 3.2% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Professional Services industry in the Netherlands.
공고 • Feb 18Arcadis NV to Report Fiscal Year 2023 Results on Mar 07, 2024Arcadis NV announced that they will report fiscal year 2023 results on Mar 07, 2024
공고 • Feb 17Arcadis NV, Annual General Meeting, May 08, 2024Arcadis NV, Annual General Meeting, May 08, 2024.
분석 기사 • Feb 07At €49.94, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Price Target Changed • Jan 19Price target increased by 8.7% to €56.79Up from €52.25, the current price target is an average from 7 analysts. New target price is 16% above last closing price of €49.02. Stock is up 23% over the past year. The company is forecast to post earnings per share of €2.08 for next year compared to €1.52 last year.
분석 기사 • Jan 11Arcadis' (AMS:ARCAD) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Dec 24Arcadis NV's (AMS:ARCAD) Popularity With Investors Is ClearArcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 33.5x might make it look like a strong sell right now...
