View Future GrowthBP 과거 순이익 실적과거 기준 점검 2/6BP은 연평균 10.5%의 비율로 수입이 증가해 온 반면, Oil and Gas 산업은 수입이 9.1% 증가했습니다. 매출은 연평균 4.6%의 비율로 증가했습니다. BP의 자기자본이익률은 5.9%이고 순이익률은 1.7%입니다.핵심 정보10.48%순이익 성장률10.86%주당순이익(EPS) 성장률Oil and Gas 산업 성장률33.67%매출 성장률4.63%자기자본이익률5.88%순이익률1.66%다음 순이익 업데이트04 Aug 2026최근 과거 실적 업데이트공시 • Feb 13+ 2 more updatesBP p.l.c. to Report Q1, 2026 Results on Apr 28, 2026BP p.l.c. announced that they will report Q1, 2026 results at 7:00 AM, Coordinated Universal Time on Apr 28, 2026공시 • Nov 20BP p.l.c. to Report Q4, 2025 Results on Feb 10, 2026BP p.l.c. announced that they will report Q4, 2025 results at 7:00 AM, Coordinated Universal Time on Feb 10, 2026공시 • Feb 27BP p.l.c. to Report Fiscal Year 2024 Results on Mar 06, 2025BP p.l.c. announced that they will report fiscal year 2024 results on Mar 06, 2025공시 • Jan 30+ 2 more updatesBP p.l.c. to Report Q2, 2025 Results on Aug 05, 2025BP p.l.c. announced that they will report Q2, 2025 results on Aug 05, 2025공시 • Nov 15BP p.l.c. to Report Q4, 2024 Results on Feb 11, 2025BP p.l.c. announced that they will report Q4, 2024 results on Feb 11, 2025공시 • Apr 12+ 1 more updateBP p.l.c. to Report Q3, 2024 Results on Oct 29, 2024BP p.l.c. announced that they will report Q3, 2024 results on Oct 29, 2024모든 업데이트 보기Recent updates공시 • May 04BP Reportedly Considers Potential Exit from UK North SeaBP p.l.c. (LSE:BP.) is considering potentially exiting part or all of its operations in the UK North Sea, Bloomberg News reported, citing people familiar with the matter, as the energy major seeks to cut debt amid a pivot back to oil and gas. The company is conducting an internal review of its upstream operations in the UK, which could fetch about GBP 2,000 million ($2.72 billion) in a full divestment, according to the report. BP did not immediately respond to a Reuters request for comment. Carol Howle, BP's deputy CEO, is overseeing the energy giant's ongoing portfolio review and strategy development. Last year, the company sold its stake in some of the North Sea assets to Serica Energy in a $232 million deal.Seeking Alpha • Apr 27BP: A New CEO, A Shareholder Revolt, And A Gap To FillSummary BP presents a short-term gap-fill trade setup, targeting $44.78 within two weeks, driven by technicals and negative analyst sentiment. Leadership instability, with a new CEO and shifting strategies, compounds uncertainty ahead of the April 28 earnings call. Shareholder discord, failed AGM resolutions, and suspended buybacks remove key support mechanisms for BP’s stock price. I’m buying May 16 $46 puts, aiming for a 50-80% ROI if the gap fills quickly post-earnings. Read the full article on Seeking Alpha공시 • Apr 20Legal & General Investment Management Will Vote Against The Re-Election Of Chairman ManifoldOn April 19, 2026, Legal & General Investment Management (LGIM) announced that it will vote against the re-election of chairman Manifold and oppose BP's plans to cut back on climate reporting. Further, LGIM stated that Manifold an outsider to the oil and gas industry has only been in the job for less than a year. In addition, Glass Lewis an proxy agent advises shareholder’s to oppose Manifold's re-election.공시 • Apr 15BP P.L.C. Updates Production Guidance for the First Quarter of 2026BP p.l.c. updated production guidance for the first quarter of 2026 . For the quarter, the company reported upstream production in the first quarter is expected to be broadly flat compared to the fourth quarter 2025 (2,344 mboe/d). Within this, gas & low carbon energy is expected to be slightly higher compared to the fourth quarter 2025 (788 mboe/d). Oil production & operations is expected to be slightly lower compared to the fourth quarter 2025 (1,555 mboe/d) including price impacts on PSA and TSC entitlement volumes.공시 • Mar 06BP p.l.c. Announces Directorate Retirements, Effective April 23, 2026BP p.l.c. announced that after nine years' service as a non-executive director, Melody Meyer will be retiring from the board at the conclusion of the 2026 annual general meeting (AGM) of the Company on April 23, 2026. Karen Richardson and Simon Henry, both non-executive directors, have also advised the board that they will not be seeking election or re-election by shareholders at the AGM. They will therefore step down from the board at the conclusion of the AGM.공시 • Feb 13+ 2 more updatesBP p.l.c. to Report Q1, 2026 Results on Apr 28, 2026BP p.l.c. announced that they will report Q1, 2026 results at 7:00 AM, Coordinated Universal Time on Apr 28, 2026공시 • Feb 12MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.).MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026. The ownership of Shafag (jabrayil) Solar Limited following the deal is BP p.l.c. - 40.01%, SOCAR Green - 39.99%, Azerbaijan Business Development Fund (ABDF) - 10% and MVM - 10%. MVM Energetika Zártköruen Muködo Részvénytársaság completed the acquisition of 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026.공시 • Feb 11+ 1 more updateBp P.L.C. Announces Interim Dividend for Fourth Quarter 2025, Payable on March 27, 2026BP p.l.c. announced Interim dividend for fourth quarter 2025, payable on March 27, 2026. For the period, the company reported dividend of 8.320 cents per ordinary share which is expected to be paid to ordinary shareholders and American Depositary Share (ADS) holders on the register on 20 February 2026. The ex-dividend date will be 19 February 2026 for ordinary shareholders and 20 February 2026 for ADS holders. The corresponding amount in sterling is due to be announced on 17 March 2026, calculated based on the average of the market exchange rates over three dealing days between 11 March 2026 and 13 March 2026. Holders of ADSs are expected to receive $0.4992 per ADS (less applicable fees).공시 • Jan 21BP p.l.c., Annual General Meeting, Apr 01, 2026BP p.l.c., Annual General Meeting, Apr 01, 2026.공시 • Jan 14BP P.L.C. Updates Production Guidance for the Fourth Quarter of 2025BP P.L.C. updated production guidance for the fourth quarter of 2025. For the quarter, Reported upstream production in the fourth quarter is expected to be broadly flat compared to the prior quarter, with production broadly flat in oil production & operations and lower in gas & low carbon energy.공시 • Dec 19Bp P.L.C. Announces Murray Auchincloss Steps Down as Director of the Board, Effective 18 December, 2025BP p.l.c. announced that Murray Auchincloss has decided to step down from his position as director of the Board, effective 18 December. Murray will serve in an advisory role until December 2026 to ensure a smooth transition.공시 • Dec 18BP p.l.c Announces CEO ChangesBP p.l.c announced that the bp Board has appointed Meg O’Neill as bp’s next chief executive officer (“CEO”), effective 1 April 2026. Murray Auchincloss has decided to step down from his position as CEO, effective 18 December. Carol Howle, current executive vice president, supply, trading & shipping of bp, will serve as interim CEO until Meg joins as CEO. Murray will serve in an advisory role until December 2026 to ensure a smooth transition. Meg currently serves as CEO of Woodside Energy. Since her appointment as CEO in 2021, Meg O’Neill has grown Woodside Energy into the largest energy company listed on the Australian Securities Exchange. Among her many accomplishments at Woodside Energy, she oversaw the transformative acquisition of BHP Petroleum International, creating a geographically diverse business with a portfolio of high-quality oil and gas assets. Before joining Woodside Energy in 2018, Meg spent 23 years at ExxonMobil in technical, operational and leadership positions around the world. The appointment of Meg O’Neill follows a search process overseen by a search committee of the Board, assisted by an independent recruitment firm, as part of the Board’s long-term succession planning. Meg O’Neill has served as CEO of Woodside Energy since April of 2021, previously serving as Woodside Energy’s Chief Operations Officer, Executive Vice President Development, and Executive Vice President Development and Marketing. Prior to joining Woodside Energy in 2018, Meg spent 23 years with ExxonMobil in a variety of technical, operational and senior leadership roles in Houston, New Orleans, Indonesia, Canada and Norway, as well as regional and global leadership positions. She is Chair of the Australian oil and gas industry peak body, Australian Energy Producers (AEP), and serves on the boards of the Business Council of Australia and the American Petroleum Institute. Carol Howle has served as executive vice president, supply, trading & shipping at bp since July 2020. Prior to that, Carol ran bp shipping and was the chief operating officer for integrated supply and trading, oil. She has more than 20 years’ experience in the energy industry, many in integrated supply and trading. Her previous roles include chief operating officer for natural gas liquids, regional leader of global oil Europe and finance and head of the group chief executive’s office. Carol is a non-executive board member of the Royal Navy and chair of the Navy Audit and Risk Assurance Committee.공시 • Dec 12BP p.l.c. Appoints Dave Hager as Member of the Safety and Sustainability Committee, Effective 10 December 2025BP p.l.c. announced that Dave Hager has been appointed as a member of the safety and sustainability committee with effect from 10 December 2025.공시 • Nov 20BP p.l.c. to Report Q4, 2025 Results on Feb 10, 2026BP p.l.c. announced that they will report Q4, 2025 results at 7:00 AM, Coordinated Universal Time on Feb 10, 2026공시 • Nov 13BP Reportedly in Talks with Stonepeak over Castrol SaleBP p.l.c. (LSE:BP.) is negotiating with US investment firm Stonepeak (Stonepeak Partners LP) to sell its Castrol lubricants unit, Reuters reported on November 12, 2025 citing sources. The potential deal could fetch around $8 billion, according to market analysts cited by the news agency. It would match BP's broader goal of achieving $20 billion in divestments. The sale process began earlier this year after BP announced a strategic review of the century-old lubricants business. In September, Stonepeak and private equity firm One Rock allegedly submitted bids, though it remains unclear if other parties are still involved or whether a deal will materialize, according to the people.공시 • Nov 05+ 1 more updateBp P.L.C. Provides Production Guidance for the Fourth Quarter and Full Year 2025BP p.l.c. provided production guidance for the fourth quarter and full year 2025. The company expected fourth quarter 2025 reported upstream production to be broadly flat compared with the third quarter 2025. Within this, bp expects reported production from oil production & operations to be slightly higher and production from gas & low carbon energy to be lower. For the year, the company now expected reported upstream production to be slightly lower and underlying upstream production to be broadly flat compared with 2024. Within this, bp expected underlying production from oil production & operations to be higher and production from gas & low carbon energy to be lower.공시 • Oct 14BP p.l.c. Provides Production Guidance for the Third Quarter and Full Year of 2025BP p.l.c. provided production guidance for the third quarter of 2025. For the quarter, the company expects upstream production in the third quarter is now expected to be higher compared to the prior quarter, with production higher in both oil production & operations, primarily higher gas production in bpx energy, and in gas & low carbon energy. For the year 2025, the company Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.공시 • Aug 04BP PLC Announces Oil and Gas Discovery at the Bumerangue Prospect in the Deepwater Offshore BrazilBP PLC announced an oil and gas discovery at the Bumerangue prospect in the deepwater offshore Brazil. bp drilled exploration well 1-BP-13-SPS at the Bumerangue block, located in the Santos Basin, 404 kilometres (218 nautical miles) from Rio de Janeiro, in a water depth of 2,372 metres. The well was drilled to a total depth of 5,855 metres. The well intersected the reservoir about 500 metres below the crest of the structure and penetrated an estimated 500 metre gross hydrocarbon column in high-quality pre-salt carbonate reservoir with an areal extent of greater than 300 square kilometres. Results from the rig-site analysis indicate elevated levels of carbon dioxide. bp will now begin laboratory analysis to further characterize the reservoir and fluids discovered, which will provide additional insight into the potential of the Bumerangue block. Further appraisal activities are planned to be undertaken, subject to regulatory approval. bp holds 100% participation in the block with Pre-Sal Petroleo S.A. as the Production Sharing Contract manager. bp secured the block in December 2022 during the 1st Cycle of the Open Acreage of Production Sharing of ANP, on very good commercial terms. Bumerangue is bp's tenth discovery in 2025 to date. bp has already announced oil and gas exploration discoveries at: Beryl and Frangipani in Trinidad, Fayoum 5 and El King in Egypt, Far South in the Gulf of America, Hasheem in Libya and Alto de Cabo Frio Central in Brazil, plus discoveries in Namibia and Angola through Azule Energy, its 50-50 joint venture with Eni. bp plans to grow its global upstream production to 2.3-2.5 million barrels of oil equivalent a day in 2030, with the capacity to increase production out to 2035.공시 • Jul 24BP’s Castrol Unit Reportedly Gets One Rock Bid as Most Suitors DropOne Rock Capital Partners, LLC, a US mid-market private equity firm, is one of the few remaining bidders for BP p.l.c. (LSE:BP.)’s Castrol lubricants business, people familiar with the matter said, illustrating the potential challenges for the key asset disposal by the oil major. Several big-name energy companies and financial suitors have dropped out and valuation expectations have slipped, according to the people, who asked not to be identified as the information is private. One Rock is bidding for the entire asset, while Canada Pension Plan Investment Board is only interested in taking a minority stake, the people said.공시 • Jul 21Bp P.L.C. Announces Board ChangesBP p.l.c. announced that it has appointed Albert Manifold to succeed Helge Lund as chair of the company. He will join the company's board on 1 September as non-executive director and chair-elect, and will take over as chair on 1 October. At that point, Helge Lund will step down as chair and as a director of the bp board. Albert was the Chief Executive Officer of CRH plc from January 2014 until December 2024.Under his leadership CRH strategically reshaped its portfolio and delivered superior growth and performance. He has a strong track record of strategic leadership and operational delivery with a focus on cost efficiency, disciplined capital allocation and cash flow generation. He is also a non-executive director at LyondellBasell, a global chemicals producer, listed on the New York Stock Exchange, and a non-executive director at Mercury Engineering, a leading privately-owned engineering consultancy. Albert is a Certified Public Accountant, a Chartered Accountant, and holds a Master of Business Administration and a Master in Business Studies, both from Dublin City University. He remains a special adviser to the board of CRH and is also an adviser at Clayton Dubilier & Rice.공시 • Jul 18Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.).Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.) on July 18, 2025. After close, bp Wind Energy will be owned and operated as part of LS Power portfolio company Clearlight Energy, increasing its operating fleet to ~4.3GW. The deal is expected to conclude by the end of the year and follows a competitive bidding process, subject to regulatory approvals. Greenberg Traurig, LLP acted as legal advisor for LS Power Development, LLC. Barclays Capital Inc. and Santander US Capital Markets LLC acted as financial advisor for LS Power Development, LLC.공시 • Jul 11Bp P.L.C. Updates Production Guidance for the Second Quarter of 2025BP p.l.c. updated production guidance for the second quarter of 2025. The company reported upstream production in the second quarter is now expected to be higher compared to the prior quarter, with production higher in oil production & operations, primarily in bpx energy, and slightly higher in gas & low carbon energy. In the gas & low carbon energy segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.1) to (0.3) billion, including changes in non-Henry Hub natural gas marker prices. The gas marketing and trading result is expected to be average. In the oil production & operations segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.6) to (0.8) billion, including the production mix effects and the price lags on bp's production in the Gulf of America and the UAE.공시 • Jul 07Bp plc Announces Board ChangesBP PLC announced the appointment of Simon Henry as a non-executive director to its board, effective September 1, 2025. Simon Henry brings extensive expertise in global finance, strategy, governance, and management, acquired over a 35-year career with Shell, where he held senior finance and management roles internationally and served as chief financial officer and a board member from 2009 to 2017. Simon is currently a non-executive director of Rio Tinto plc and Rio Tinto Limited, with plans to step down from these roles in the second half of 2025. Harbour Energy plc announced earlier that Simon will step down from its board with immediate effect. Within the past five years, Simon resigned as a director from Lloyds Banking Group plc and PetroChina Ltd, in September 2020 and May 2022 respectively. BP also announced that Pamela Daley, a non-executive director, will step down from the BP board for personal reasons, effective July 7, 2025.공시 • Jul 02Bp P.L.C. Announces Regional President Changes for Azerbaijan, Georgia and Türkiye, Effect from 1 October 2025BP p.l.c. announced the appointment of Giovanni Cristofoli as the new regional president for Azerbaijan, Georgia and Türkiye (AGT), with effect from 1 October 2025. Gio will be based in Baku, Azerbaijan, Trend reports. Gio is currently bp senior vice president, solutions, leading a global organization that provides services and solutions to bp's upstream, refining, low carbon energy and non-operated joint venture businesses. Under Gio's leadership, bp has transformed the way it delivers maintenance, reliability, subsea services and more. Gio will succeed Gary Jones, who has successfully led bp's regional business since April 2017. Gary's new role will be the subject of a future announcement.공시 • Jun 26+ 1 more updateShell Says Not in Talks to Acquire Rival BP, to Focus on PerformanceShell plc (LSE:SHEL) clarified on 25 June 2025 that it is not in talks to take over rival BP p.l.c. (LSE:BP.). Shell's comments came after a Wall Street Journal report cited unnamed sources saying the US company was in early discussions to acquire the British energy firm. "This is further market speculation. No talks are taking place," a Shell spokesperson said. "As we have said many times before we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification." Shares of BP surged as much as 10% in New York earlier on 25 June 2025 on the media report. Shares of the company erased most of those gains to trade 1.2% higher as of 12:44 PM local time. Shell stock fell 0.68%. BP has been under intense pressure after years of poor performance and the intervention of activist shareholder Elliott Investment Management. Speculation has been growing that the embattled company would become a takeover target, although BP's size and complexity would make any deal very challenging. Bloomberg reported in May that Shell had been studying the merits of a takeover, but was waiting for further stock and oil price declines before deciding whether to pursue a bid. If Shell were to acquire BP, it would be among the largest deals in European history, creating for the first time an oil major that could challenge industry leaders Exxon Mobil Corp. and Chevron Corp. The two companies combined would have upstream production of nearly 5 million barrels of oil equivalent a day and a dominant position in the global market for liquefied natural gas, reported Bloomberg. A deal would also be costly, with some analysts predicting that Shell would have to pay a premium of about 20% to BP's £58 billion ($79 billion) market capitalization. It could also create significant competition concerns, giving the merged company a large share of fuel retail markets in some countries.공시 • Jun 11Adnoc Reportedly Evaluates Possibility of Buying Some BP AssetsAbu Dhabi’s main oil company Abu Dhabi National Oil Company (Adnoc) is evaluating whether it can buy some of BP p.l.c. (LSE:BP.)'s key assets should the embattled British firm decide to break itself up or come under pressure to divest more units, according to people with knowledge of the matter. Abu Dhabi National Oil Co. has been internally studying the prospects for acquiring some BP assets and has held initial consultations with bankers, the people said, asking not to be identified because the discussions are private. It is also considering partnering with another bidder to split some of the assets, they said.공시 • May 05Shell Reportedly Evaluates Potential Acquisition of BPShell plc (LSE:SHEL) is working with advisers to evaluate a potential acquisition of BP p.l.c. (LSE:BP.), though it’s waiting for further stock and oil price declines before deciding whether to pursue a bid, according to people familiar with the matter. The oil major has been more seriously discussing the feasibility and merits of a BP takeover with its advisers in recent weeks, the people said, asking not be identified because the information is private. Any final decision will likely depend on whether BP stock continues to slide, the people said. Shares of BP have already lost nearly a third of their value in the last 12 months as a turnaround plan has fallen flat with investors and oil prices tumbled. Shell may also wait for BP to reach out or for another suitor to make a first move, and its current work could help it get prepared for such a scenario, some of the people said. Deliberations are in the early stages and Shell may opt to focus on share buybacks and bolt-on acquisitions rather than a megamerger, they said. Other large energy companies have also been analyzing whether they would want to bid for BP, the people said. “As we have said many times before, we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification,” a spokesperson for Shell said in an emailed statement. A representative for BP declined to comment. A successful combination of Shell and BP would be one of the oil industry’s largest-ever takeovers, bringing together the iconic British majors in a deal that’s been discussed on and off for decades. The companies were once close rivals — with a similar size, reach and global clout — but their paths have diverged in recent years. Investors are growing impatient. Activist firm Elliott Investment Management has gone public with a 5% holding in BP and is calling on the company to consider more transformative measures. Elliott views BP’s plan as lacking ambition and urgency, and believes it could potentially expose the company to a takeover, Bloomberg News reported in April. Under CEO Wael Sawan, Shell has also been cutting costs, shedding poorly performing renewables units and refocusing on fossil fuels. While Shell’s stock has outpaced that of Chevron Corp. and Exxon Mobil Corp. in recent years, the company’s valuation has yet to match those of its big oil rivals in the US. Sawan told analysts Friday that Shell will “of course” keep looking at inorganic opportunities but will be prudent and “the bar is high.” Any deal would need to add to free cash flow per share in a relatively short period, he said. “I have said in the past that we want to be value hunters. Today, value hunting – in my view – is buying back more Shell” stock, Sawan said on the conference call. He added that “we have to have our own house in order” before looking at sizable acquisitions, and that the company has “more work to do” to reach its full potential despite the progress it’s made over the past couple years. Shell is doing deals where it has the capability to create value, such as with its purchase of liquefied natural gas trader Pavilion Energy Pte, Sawan said. A successful takeover of BP could bolster Shell’s output growth by allowing the company to regain exposure to the US, after it sold its Permian Basin shale assets to ConocoPhillips in 2021. Any transaction would likely dwarf Shell’s 2016 acquisition of BG Group, a deal that was valued at close to $50 billion.공시 • Apr 29BP p.l.c. Announces an Interim Dividend, Payable on June 27, 2025BP p.l.c. bp announced an interim dividend of 8.000 cents per ordinary share which is expected to be paid on 27 June 2025 to ordinary shareholders and American Depositary Share (ADS) holders on the register on 16 May 2025. The ex-dividend date will be 15 May 2025 for ordinary shareholders and 16 May 2025 for ADS holders. The corresponding amount in sterling is due to be announced on 10 June 2025, calculated based on the average of the market exchange rates over three dealing days between 4 June 2025 and 6 June 2025. Holders of ADSs are expected to receive $0.48 per ADS (less applicable fees). The board has decided not to offer a scrip dividend alternative in respect of the first quarter 2025 dividend. Ordinary shareholders and ADS holders (subject to certain exceptions) will be able to participate in a dividend reinvestment programme.공시 • Apr 23Elliott Management Wants BP to Boost Free Cash Flow to $20 Billion by 2027On April 22, 2025, Elliott Management Corporation urged BP p.l.c. to increase its free cash flow to $20 billion by 2027 from around $8 billion last year through significant spending cuts and cost reductions. Elliott Management has increased its stake in the Company to just over 5% and has met with more than 20 of the Company's shareholders regarding these demands. Elliott Management stated that it had discussed the need for deeper spending and cost cuts and potential leadership changes with other Company shareholders and wanted the Company to divest its renewable power business.공시 • Apr 11BP P.l.c. Provides Production Guidance for the First Quarter and Full Year 2025BP p.l.c. provided production guidance for the first quarter and full year 2025. Reported upstream production in the first quarter is expected to be lower compared to the prior quarter, with production slightly higher in oil production & operations and lower in gas & low carbon energy including the already announced divestments in Egypt and Trinidad completed towards the end of prior quarter. For the year 2025, Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.공시 • Apr 04BP p.l.c. Announces Helge Lund Informs the Board of His Intention to Step Down as ChairBP p.l.c. announced that the company's board of directors has initiated a succession process to select a new Chair, after Helge Lund informed the board of his intention to step down in due course. The succession process is being led by Dame Amanda Blanc, in her capacity as Senior Independent Director, with support from the wider board. It is intended that the successful candidate will join the board and work together with Helge to ensure an orderly transition ahead of taking on the role of Chair, at which point Helge will step down from the board, most likely during 2026. Whilst this succession process progresses, the board's focus will remain on overseeing management's delivery of the new strategy and this will continue to be their key priority under the new Chair.공시 • Apr 01Local Authority Pension Fund Forum Recommends Votes Against BP ChairOn March 31, 2025, Local Authority Pension Fund Forum (LAPFF) recommended that shareholders vote against the re-election of BP p.l.c. Chair Helge Lund, BP's annual report, remuneration report and abstain on whether BP CEO Murray Auchincloss should be re-elected. LAPFF stated that proxy advisors Institutional Shareholder Services Inc. (ISS) and Glass Lewis have recommended that shareholders vote in favour of the re-election of the Company's board, management and annual report at the April 17, 2025, annual general meeting.Seeking Alpha • Mar 31BP: Lowering My Price Target, Still Cheap With A Shareholder-Friendly FocusSummary BP is undervalued with a low P/E ratio, high yield, and bullish technical indicators, despite recent underperformance and mixed earnings results. BP's management plans a strategic reset, including potential M&A, and has increased dividends by 10%, signaling confidence despite macro challenges. Key risks include refining operation uncertainties, potential macroeconomic slowdown, and activist pressure, but April's seasonal trends are historically positive for BP. I maintain a buy rating for BP, anticipating a bullish trend change supported by technical patterns and favorable valuation metrics. Read the full article on Seeking Alpha공시 • Mar 21Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion.Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion on March 21, 2025. Under the agreement, Apollo funds will purchase the non-controlling shareholding in bp TANAP for a consideration of approximately $1.0 billion. Proceeds arising from this transaction will contribute towards bp’s programme for $20 billion in divestment and other proceeds. bp will remain the controlling shareholder of bp TANAP and retain a long-term commercial and strategic interest, including governance rights. The transaction is anticipated to close in 2Q 2025, subject to regulatory and TANAP shareholders approvals.공시 • Mar 14BP Reportedly Seeks to Sell 50% of Solar Unit to Strategic PartnerBP p.l.c. (LSE:BP.) is seeking to sell 50% of its solar unit Lightsource bp (Lightsource bp Renewable Energy Investments Limited) to a strategic partner for cash and a commitment of future investments, with bids due in June, the energy major said in a sales document seen by Reuters. London-listed BP is planning asset sales and partnerships as part of a broader plan to address investor concerns. The energy group wants to cut costs and improve its return on investments to boost its share price and profit. In a document dated March 2025, seen by Reuters, the company said it was seeking a strategic partner for half of the solar company this year, in a cash transaction with a commitment for follow-on investment. Called Project Scala, BP is seeking a strategic partnership with "established leaders with extensive experience" in the renewables industry, according to the document. Governance of the emerging entity would reflect joint control of the assets, BP said in the document. Initial, non-binding offers are due in June and the company will shortlist bidders in July. When asked about the sales document, BP said it intended to bring in a partner for Lightsource bp and launch a sales process in the near future but declined to comment further.공시 • Mar 06+ 2 more updatesBP p.l.c., Annual General Meeting, Apr 17, 2025BP p.l.c., Annual General Meeting, Apr 17, 2025. Location: bp international centre for business and technolog, chertsey road, sunbury on thames, tw16 7ln, england, United Kingdom공시 • Feb 27BP p.l.c. to Report Fiscal Year 2024 Results on Mar 06, 2025BP p.l.c. announced that they will report fiscal year 2024 results on Mar 06, 2025공시 • Feb 26BP Drops Plans to Lower Oil and Gas OutputOn February 25, 2025, BP p.l.c. is slated to announce a possible sale of its lubricants unit and drop plans to lower oil and gas output as it begins to shift away from renewable energy amid pressure from Elliott Management Corporation. The Company stated that in a strategy presentation, CEO Murray Auchincloss has pledged to ‘fundamentally reset’ the Company following 5 years of investment in clean energy that left investors displeased with their returns, the authors note.Seeking Alpha • Feb 25BP: New Bullish Catalyst In PlaySummary There is a new catalyst in BP that aims to drive strategic changes, potentially boosting the company's performance and stock price. BP's current price/earnings ratio is attractive, and activist involvement could unlock further value. Price structure analysis suggests a bullish setup for BP, with clear parameters to help measure likely risk versus potential reward. Let us show you how we find the synergy between fundamentals and human behavior. Read the full article on Seeking Alpha공시 • Feb 20BP Reportedly Weighs Sale of Castrol Lubricants Unit Amid Elliott PushBP p.l.c. (LSE:BP.), in which activist investor Elliott Investment Management L.P. has built up a nearly 5% stake, is considering a potential sale of its lubricants business, according to people familiar with the matter. The oil major’s unit, which operates under the Castrol brand, could be worth about $10 billion in a deal, the people said, asking not to be identified as the matter is private. A sale of the business is one of the many options BP is considering to win back investor confidence after years of under performance, the people said. The unit is also among the assets that Elliott has identified for potential disposals, the people said.Seeking Alpha • Feb 19BP: 5 Levers To Pull At The Investor DaySummary We identify 5 levers which management should pull in order to improve BP's value and adress recent underperformance. Building partially on Shell's playbook, we believe key items to watch will be how management will improve BP's bloated cost structure and a resolute fix-sell-close strategy across the portfolio. Openness to changes in the advisory board and targeted divestments to strengthen the balance sheet could further help regain investor appreciation, in our view. Read the full article on Seeking Alpha공시 • Feb 15Elliott Management Reportedly Pushing BP to Sell Assets and Cut Green SpendingBP p.l.c. (LSE:BP.) has been ordered to cut spending on renewable energy by its third largest shareholder as pressure grows on the oil giant to boost investor returns. Elliott Management Corporation is said to be pushing BP to make a string of divestments as it emerged the US hedge fund has taken a near 5% stake in the company worth £3.8 billion. It means Elliott, run by the billionaire Paul Singer, is now BP's third biggest investor behind BlackRock and Vanguard, which have stakes of 9% and 5% respectively, the Financial Times reported. A decision to lower investment in green energy such as wind, solar, biofuel and hydrogen would mark a major reversal for BP, which has poured billions of pounds into renewables in recent years in a strategy pursued under Bernard Looney, its former chief executive. A source close to Elliott told the FT: "The time for minor course corrections at BP is long gone. The level of undervaluation [of BP] is profound and the pathway to alleviate that undervaluation is clear and addressable". Elliott Management views BP's investments in its green energy ventures as a poor use of capital that helped contribute to lower return for investors. BP's share price spiked earlier this week after it emerged Elliott had taken a stake in the FTSE 100 oil major, before Murray Auchincloss, its chief executive, promised a "fundamental reset" of company strategy. Elliott and BP were contacted for comment.공시 • Feb 11BP p.l.c. Announces Interim Dividend, Payable on 28 March 2025BP p.l.c. announced an interim dividend of 8.000 cents per ordinary share which is expected to be paid on 28 March 2025 to ordinary shareholders and American Depositary Share (ADS) holders on the register on 21 February 2025. The ex-dividend date will be 20 February 2025 for ordinary shareholders and 21 February 2025 for ADS holders.공시 • Feb 10Activist Elliott Reportedly Builds Stake in Oil Major BPElliott Investment Management L.P. has built a significant stake in BP p.l.c. (LSE:BP.) according to people familiar with the matter, as the British oil major struggles to win back investor confidence and reverse years of underperformance. The activist fund is seeking to boost shareholder value by pushing the company to consider transformative measures, the people said, asking not to be identified because the discussions are private. Elliott believes BP is significantly undervalued and its performance is disappointing, they said. The exact size of the stake couldn’t be immediately learned.Seeking Alpha • Jan 30BP: 2025 Will Make Or Break The StockSummary Following another weak quarter, we find BP strongly underperformed both its European and US peers since 2021, with Q4 earnings the lowest since late 2020. Yet, BP remains the primary value opportunity among global majors, trading at 3.1x EBITDA and offering a ~15% FCF yield and >13% in buybacks + dividends. The company is due to hold a highly anticipated investor day in February, we expect mgmt to follow the Shell playbook and remain carefully optimistic, reiterating our Overweight rating. Read the full article on Seeking Alpha공시 • Jan 30+ 2 more updatesBP p.l.c. to Report Q2, 2025 Results on Aug 05, 2025BP p.l.c. announced that they will report Q2, 2025 results on Aug 05, 2025Seeking Alpha • Jan 23BP: Failing To Deliver During Good Times Is A Major Red FlagSummary BP stock has become the worst performer within its peer group and that doesn't make it a bargain. The years ahead are likely to be more challenging for equities in the Energy space which is bad news for low margin producers. I explain why I prefer to stick with higher quality Energy stocks at this point in time and why BP low multiple is does not make it attractive. Read the full article on Seeking AlphaSeeking Alpha • Jan 13BP Stock: The Citibank Of OilSummary New management could change BP's fortunes. BP has underperformed its peers significantly and has valuable assets, but also underperforming divisions and a toxic stake in Rosneft. BP is cheap with a P/E of 8.22, a P/S of 0.44, and an EV/EBITDA of 4.03, significantly below the sector median. BP's focus on returning capital to shareholders is attractive, however, lower oil prices could impact the strategy. Read the full article on Seeking AlphaSeeking Alpha • Nov 25The Gold Standard Oil And Gas CompaniesSummary ESG as a theme is probably a fad, yet some aspects of it are useful as risk assessment tools. A big risk for oil and gas stocks is methane emissions, and until now, it has not been easy to assess this. The Oil & Gas Methane Partnership 2.0 is the United Nations Environment Programme’s flagship oil and gas reporting and mitigation programme. The OGMP 2.0 Gold Standard awards indicate the best companies related to risks around methane emissions. Read the full article on Seeking Alpha공시 • Nov 15BP p.l.c. to Report Q4, 2024 Results on Feb 11, 2025BP p.l.c. announced that they will report Q4, 2024 results on Feb 11, 2025Seeking Alpha • Nov 12BP Stock: Out Of The Doghouse (Rating Upgrade)Summary BP p.l.c.'s recent management changes and strategic moves, including the Travel Centers of America acquisition, signal a renewed focus on profitable capital projects, making the stock a potential buy. The company's strong presence in the Gulf of Mexico and strategic stakes in global projects like ADNOC and Shah Deniz bolster its upstream portfolio. Despite skepticism about renewables, BP's ventures in solar, biogas, and EV charging show promise, with significant growth potential in these areas. Current low valuation and management's focus on cash flow and value over volume make BP shares underpriced, presenting a buying opportunity for growth and income. Read the full article on Seeking AlphaSeeking Alpha • Oct 314 Things BP Can Do To Convince Investors They Are An Oil Company AgainSummary BP is taking the right steps to act like an oil company again, but more work is needed. Until investors see plans for volume growth, improved returns, and better capital allocation, they may continue to punish the stock. The shares are a Hold, at least until the company's strategy update in February gives us more information. Read the full article on Seeking AlphaSeeking Alpha • Oct 21BP: Finally We See A CatalystSummary According to Reuters, BP's management has abandoned its previous target to reduce production, now aiming to "reset" its strategy in favor of more oil & gas. Essentially following Shell's playbook, we believe the upcoming 2025 strategy update could be a material catalyst for shares. We lower our PT to $42/sh on a likely weaker Q3, yet remain overweight with shares offering ~14% in dividends + buybacks while trading at a best-in-class ~15% FCF yield. Read the full article on Seeking Alpha공시 • Oct 18BP Reportedly Weighs Sale of Minority Stake in Offshore Wind BusinessBP p.l.c. (LSE:BP.) is considering selling a minority stake in its offshore wind business, according to four sources with knowledge of the matter, the latest effort by Chief Executive Officer Murray Auchincloss to scale back the energy company's focus on renewables. The company has faced pressure from shareholders over its energy transition strategy, first launched in 2020, as renewables profit thinned while margins from oil and gas rose. The London-listed oil company has lined up Bank of America Corporation (NYSE:BAC) to find partners for the business, the sources said, speaking on condition of anonymity because the process is private. BP wants to reduce its share of the hefty investments required to develop these projects, two of the sources said. A spokesperson for BP declined to comment. BP remains committed to developing its major offshore wind projects, one source said. The company has also invested in solar, biofuels and low-carbon hydrogen in recent months.공시 • Oct 15Bluebell Capital Partners Calls for Executive Changes at BPOn October 14, 2024, Bluebell Capital Partners announced that it is doubling down on its call for BP p.l.c. to remove its chairman and lead independent director, while urging the Company to comment on a media report that detailed a further change in the Company's strategy. In the letter, Bluebell Capital Partners reiterated its previous call for the Company Chairman Helge Lund and lead independent director Amanda Blanc to be removed. Bluebell Capital Partners said it is holding Lund responsible for the Company's management while saying Blanc refused to make herself available to address its concerns.Seeking Alpha • Sep 30BP: 5.7% Dividend, Buybacks, And A Mid-Single Digit P/E Signal ValueSummary BP is undervalued compared to its peers, trading at less than 8 times 2024 earnings with a 5.7% dividend yield. BP's strong cash position, share buybacks, and dividend increases make it an attractive investment for income and capital appreciation. Economic growth and lower interest rates are expected to boost energy demand, benefiting BP's profitability and market position. Despite geopolitical risks and competition, BP's financial metrics and growth prospects present a compelling risk-reward scenario for long-term investors. Read the full article on Seeking Alpha공시 • Sep 18Funds managed by Apollo Global Management, Inc. (NYSE:APO) entered into agreement to acquire 20% stake in Trans Adriatic Pipeline AG from BP p.l.c. (LSE:BP.) in a transaction valued at $1 billion.Funds managed by Apollo Global Management, Inc. (NYSE:APO) entered into agreement to acquire 20% stake in Trans Adriatic Pipeline AG from BP p.l.c. (LSE:BP.) in a transaction valued at $1 billion on September 16, 2024. Upon completion, BP will retain the controlling interest in bp Pipelines TAP post-transaction, ensuring continued oversight of its strategic asset. The acquisition includes the final 880km section of the Southern Gas Corridor pipeline system. Post completion of the acquisition, bp and Apollo will also look to partner on additional investment opportunities, including potential co-operation in both gas and low carbon energy assets, and infrastructure. The transaction is subject to customary regulatory and partner approvals required and expected to close in 4Q 2024. The proceeds from the transaction will contribute to bp’s 2024 divestment and other proceeds target of $2-3 billion, part of the company’s disciplined financial frame.Seeking Alpha • Sep 02BP: 15% Earnings Yield, 5% Dividend, Upside PotentialSummary BP's Q2’24 results showed strong performance with a 7% year-over-year growth in core earnings, driven by higher petroleum prices. BP is enhancing shareholder value through $3.5B in stock buybacks in the second half of the year and a 10% dividend increase, signaling robust capital returns. Expansion projects in the Gulf of Mexico represent a catalyst for earnings growth and share price revaluation. BP's shares are undervalued with a P/E ratio of 6.9X and a 15% earnings yield, which is significantly lower than the valuation ratios for U.S. counterparts Exxon Mobil and Chevron. Despite risks like Gulf of Mexico project delays and regulatory challenges, BP's low valuation and growth make the stock interesting for income and growth investors. Read the full article on Seeking AlphaSeeking Alpha • Aug 23BP Stock: Underperforming The Sector For A Good ReasonSummary BP stock has underperformed the energy sector over the past 12-month period. Earnings quality and return on capital remain key areas of focus for long-term investors. On top of all that, BP appears to be facing lower growth prospects when compared to its peers. Read the full article on Seeking Alpha공시 • Jul 12BP, Shell and Total Take Stake in UAE Energy ProjectBritish energy giants BP p.l.c. (LSE:BP.) and Shell plc (LSE:SHEL), and France's TotalEnergies SE (ENXTPA:TTE), will each take a 10% stake in a liquefied natural gas project in the United Arab Emirates, state energy giant Abu Dhabi National Oil Company (ADNOC) has said. Japanese trading company Mitsui & Co., Ltd. (TSE:8031) will also acquire 10% of the Ruwais LNG plant, scheduled to come online in 2028, Adnoc said. Adnoc, the UAE's key revenue-earner, will retain a 60% majority stake. The plant, under development in Abu Dhabi, is expected to produce about 9.6m metric tonnes a year, more than doubling the company's LNG production capacity in the UAE.Seeking Alpha • Jul 10BP: No Thanks, I'm Buying AmericanSummary European oil stocks, including BP, trade at lower multiples than American peers due to ESG diversification and market skepticism on non-oil operations. BP's recent performance suffers from negative headlines, lower refining margins, and geopolitical challenges, further widening the gap with American oil giants. Despite a solid dividend and potential for growth, BP's focus on renewables and uncertain long-term strategy make it less attractive compared to U.S. counterparts. Read the full article on Seeking AlphaSeeking Alpha • Jun 17BP: After A Big Pullback, It's Time To Lock In A 5% Yield On This Oil GiantSummary Energy stocks in correction, new buying opportunities emerging. BP's stock is trading below several moving averages with the potential for strong total returns. BP's low PE ratio, high dividend yield, and strong balance sheet make it an attractive long-term investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jun 11BP: Mixed Q1 But Risk/Reward Remains Highly AttractiveSummary BP's Q1 was mixed, with production up 2.5% QoQ but profits 7% below estimates. Costs/boe also climbed vs Q4, as opposed to declines at Euro peers Shell and Total. Favorable Q2 outlook with Whiting back online and higher gas prices supporting upstream profits. Buybacks held at $1.75B/quarter for ~12.1% in 24E distribution yield. Management also announced a >$2B cost savings program through YE26, providing further upside to consensus, with 25E EBITDA estimates still ~20% below BP guidance. Trading at a 14% FCF yield and offering >12% in distribution yield, I continue to see a favorable risk/reward and reiterate my Overweight rating. Read the full article on Seeking Alpha공시 • May 09BP P.L.C. Announces Board AppointmentsBP p.l.c. announced that Hina Nagarajan and Johannes Teyssen have been appointed as members of the people and governance committee with effect from 6 May 2024. Dr. Teyssen joined the Board as a non-executive Director on 1 January 2021. He is a member of the safety and sustainability committee. Ms. Nagarajan joined the Board as a non-executive Director on 1 March 2023. She is a member of the audit committee.공시 • May 03BP p.l.c. Names Kartikeya Dube as Its New Head of Country, BP India and Senior Vice President, Gas and Low Carbon, for India, Effective July 1, 2024BP p.l.c. has named Kartikeya Dube as its new head of Country (HoC), bp India and senior vice president, gas and low Carbon, for India, effective July 1, 2024. Dube has more than 20 years of experience and has served in senior roles in finance, commercials and business transformation in India, Singapore and UK. He has served as vice president vice president, Group Investor Relations in bp's head office in London driving investor engagement. He was earlier involved with establishing the bp joint ventures with Reliance in India. He has served as CFO for Jio-bp.공시 • Apr 19BP PLC Announces Management ChangesBP PLC is simplifying its organisational structure, supporting delivery of the priorities it set out in February 2024 to grow the value of the company. The company will continue to have three businesses - production & operations, gas & low carbon energy and customers & products - enabled by trading & shipping. The current regions, corporates & solutions organisation will be integrated into the businesses and functions, and the company will now be supported by five functions: finance; technology; strategy, sustainability & ventures; people & culture; and legal. Together these changes will reduce duplication and reporting line complexity. bp's executive leadership team will reduce in size to ten members. bp's financial reporting structure remains unchanged. William Lin, who previously led regions, corporates & solutions, will now lead the gas & low carbon energy business, succeeding Anja-Isabel Dotzenrath who is retiring from bp and her executive career. Emeka Emembolu will head bp's technology function, taking over from Leigh-Ann Russell who is leaving bp for an external opportunity. William Lin is already a member of bp's leadership team in his current role as executive vice president for regions, corporates & solutions. For the past four years, he has led RC&S as a key integrator of bp's global activities with customers, partners, and governments.?William has worked in bp for 28 years, holding senior management roles across the world including in Asia Pacific, Egypt and the US, and as head of bp's group chief executive office and as chief operating officer in the former Upstream responsible for all oil and gas regions across the portfolio. Emeka Emembolu has worked as chief of staff for the past two years. In this role he has run the CEO office and provided direct support and advice to the bp leadership team. Emeka has been with bp for 25 years, starting his career working offshore as an engineer. Before joining the executive office, he ran bp's business in the North Sea. Prior to that, he held a range of senior technical leadership roles in the Gulf of Mexico/Canada, North Africa, and Alaska businesses and in bp's subsurface function.공시 • Apr 12+ 1 more updateBP p.l.c. to Report Q3, 2024 Results on Oct 29, 2024BP p.l.c. announced that they will report Q3, 2024 results on Oct 29, 2024공시 • Mar 12BP p.l.c. Announces the Interim Dividend for the Fourth Quarter of 2023, Payable on 28 March 2024On 6 February 2024, the Directors of BP p.l.c. announced that the interim dividend for the fourth quarter of 2023 would be USD 0.07270 per ordinary share (USD 0.4362 per ADS). This interim dividend is to be paid on 28 March 2024 to shareholders on the share register on 16 February 2024. The dividend is payable in cash in sterling to holders of ordinary shares and in US dollars to holders of ADSs.공시 • Feb 02UAE's Mubadala Reportedly Drops Out of Bidding for Brazil's BP Bunge BioenergiaUAE state investor Mubadala Capital LLC has dropped out of the process to buy Brazilian sugar and ethanol firm BP Bunge Bioenergia S.A., a source with knowledge of the matter said. A joint venture between BP p.l.c. (LSE:BP.) and Bunge Limited (NYSE:BG), BP may decide to buy out its partner, the source added. Mubadala dropped out after concluding talks to acquire another Brazilian ethanol company, Atvos. Raizen SA RAIZ4.SA was left as the only bidder, but BP has the right of first refusal and may buy out Bunge if it considers the bid too low, the source said, asking for anonymity to disclose private talks. Mubadala, BP and Raizen did not immediately comment on the matter. Brazilian newspaper Valor Economico reported that shareholders had given up on a sale to a third party and that BP was considering buying out its partner.매출 및 비용 세부 내역BP가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:BP 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 26193,0053,20917,716031 Dec 25187,6375417,511030 Sep 25186,0101,51717,014030 Jun 25184,80656216,707031 Mar 25185,408-1,19616,643031 Dec 24187,38639016,456030 Sep 24192,6962,72017,143030 Jun 24199,1347,37217,613031 Mar 24201,0799,29317,259031 Dec 23208,35115,23816,782030 Sep 23226,39125,67015,701030 Jun 23227,54018,64914,562031 Mar 23246,02226,11414,222031 Dec 22239,067-2,48813,580030 Sep 22220,870-10,96513,282030 Jun 22202,318-11,34713,159031 Mar 22171,248-17,48712,631031 Dec 21156,4317,56312,186030 Sep 21133,8756,59511,612030 Jun 21124,2278,69011,037031 Mar 21109,193-11,27510,653031 Dec 20105,672-20,30610,790030 Sep 20149,126-21,64511,075030 Jun 20190,905-21,94411,226031 Mar 20242,072-3,27411,383031 Dec 19158,1094,02511,453030 Sep 19281,6444,77212,124030 Jun 19292,7108,87012,305031 Mar 19295,3139,84712,618031 Dec 18297,5339,38212,666030 Sep 18289,0348,64312,059030 Jun 18269,5867,06311,913031 Mar 18250,8424,40811,561031 Dec 17238,4333,38811,205030 Sep 17222,2593,85810,907030 Jun 17209,5253,70910,950031 Mar 17199,5452,14611,092031 Dec 16182,32511411,132030 Sep 16180,811-3,69111,628030 Jun 16189,890-5,26511,713031 Mar 16205,584-9,66912,040031 Dec 15222,243-6,48412,383030 Sep 15247,531-7,58411,303030 Jun 15285,521-6,34011,6070양질의 수익: BP는 $4.9B 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: BP는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BP는 지난 5년 동안 흑자전환하며 연평균 10.5%의 수익 성장을 기록했습니다.성장 가속화: BP는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: BP는 지난해 흑자전환하여 지난 해 수익 성장률을 Oil and Gas 업계(-1.7%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: BP의 자본 수익률(5.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YEnergy 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/15 09:11종가2026/05/15 00:00수익2026/03/31연간 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스BP p.l.c.는 53명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John EadeArgus Research CompanyWilliam SeleskyArgus Research CompanyAlejandro VigilBanco Santander50명의 분석가 더 보기
공시 • Feb 13+ 2 more updatesBP p.l.c. to Report Q1, 2026 Results on Apr 28, 2026BP p.l.c. announced that they will report Q1, 2026 results at 7:00 AM, Coordinated Universal Time on Apr 28, 2026
공시 • Nov 20BP p.l.c. to Report Q4, 2025 Results on Feb 10, 2026BP p.l.c. announced that they will report Q4, 2025 results at 7:00 AM, Coordinated Universal Time on Feb 10, 2026
공시 • Feb 27BP p.l.c. to Report Fiscal Year 2024 Results on Mar 06, 2025BP p.l.c. announced that they will report fiscal year 2024 results on Mar 06, 2025
공시 • Jan 30+ 2 more updatesBP p.l.c. to Report Q2, 2025 Results on Aug 05, 2025BP p.l.c. announced that they will report Q2, 2025 results on Aug 05, 2025
공시 • Nov 15BP p.l.c. to Report Q4, 2024 Results on Feb 11, 2025BP p.l.c. announced that they will report Q4, 2024 results on Feb 11, 2025
공시 • Apr 12+ 1 more updateBP p.l.c. to Report Q3, 2024 Results on Oct 29, 2024BP p.l.c. announced that they will report Q3, 2024 results on Oct 29, 2024
공시 • May 04BP Reportedly Considers Potential Exit from UK North SeaBP p.l.c. (LSE:BP.) is considering potentially exiting part or all of its operations in the UK North Sea, Bloomberg News reported, citing people familiar with the matter, as the energy major seeks to cut debt amid a pivot back to oil and gas. The company is conducting an internal review of its upstream operations in the UK, which could fetch about GBP 2,000 million ($2.72 billion) in a full divestment, according to the report. BP did not immediately respond to a Reuters request for comment. Carol Howle, BP's deputy CEO, is overseeing the energy giant's ongoing portfolio review and strategy development. Last year, the company sold its stake in some of the North Sea assets to Serica Energy in a $232 million deal.
Seeking Alpha • Apr 27BP: A New CEO, A Shareholder Revolt, And A Gap To FillSummary BP presents a short-term gap-fill trade setup, targeting $44.78 within two weeks, driven by technicals and negative analyst sentiment. Leadership instability, with a new CEO and shifting strategies, compounds uncertainty ahead of the April 28 earnings call. Shareholder discord, failed AGM resolutions, and suspended buybacks remove key support mechanisms for BP’s stock price. I’m buying May 16 $46 puts, aiming for a 50-80% ROI if the gap fills quickly post-earnings. Read the full article on Seeking Alpha
공시 • Apr 20Legal & General Investment Management Will Vote Against The Re-Election Of Chairman ManifoldOn April 19, 2026, Legal & General Investment Management (LGIM) announced that it will vote against the re-election of chairman Manifold and oppose BP's plans to cut back on climate reporting. Further, LGIM stated that Manifold an outsider to the oil and gas industry has only been in the job for less than a year. In addition, Glass Lewis an proxy agent advises shareholder’s to oppose Manifold's re-election.
공시 • Apr 15BP P.L.C. Updates Production Guidance for the First Quarter of 2026BP p.l.c. updated production guidance for the first quarter of 2026 . For the quarter, the company reported upstream production in the first quarter is expected to be broadly flat compared to the fourth quarter 2025 (2,344 mboe/d). Within this, gas & low carbon energy is expected to be slightly higher compared to the fourth quarter 2025 (788 mboe/d). Oil production & operations is expected to be slightly lower compared to the fourth quarter 2025 (1,555 mboe/d) including price impacts on PSA and TSC entitlement volumes.
공시 • Mar 06BP p.l.c. Announces Directorate Retirements, Effective April 23, 2026BP p.l.c. announced that after nine years' service as a non-executive director, Melody Meyer will be retiring from the board at the conclusion of the 2026 annual general meeting (AGM) of the Company on April 23, 2026. Karen Richardson and Simon Henry, both non-executive directors, have also advised the board that they will not be seeking election or re-election by shareholders at the AGM. They will therefore step down from the board at the conclusion of the AGM.
공시 • Feb 13+ 2 more updatesBP p.l.c. to Report Q1, 2026 Results on Apr 28, 2026BP p.l.c. announced that they will report Q1, 2026 results at 7:00 AM, Coordinated Universal Time on Apr 28, 2026
공시 • Feb 12MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.).MVM Energetika Zártköruen Muködo Részvénytársaság acquired 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026. The ownership of Shafag (jabrayil) Solar Limited following the deal is BP p.l.c. - 40.01%, SOCAR Green - 39.99%, Azerbaijan Business Development Fund (ABDF) - 10% and MVM - 10%. MVM Energetika Zártköruen Muködo Részvénytársaság completed the acquisition of 10% stake in Shafag (jabrayil) Solar Limited from BP p.l.c. (LSE:BP.) on February 11, 2026.
공시 • Feb 11+ 1 more updateBp P.L.C. Announces Interim Dividend for Fourth Quarter 2025, Payable on March 27, 2026BP p.l.c. announced Interim dividend for fourth quarter 2025, payable on March 27, 2026. For the period, the company reported dividend of 8.320 cents per ordinary share which is expected to be paid to ordinary shareholders and American Depositary Share (ADS) holders on the register on 20 February 2026. The ex-dividend date will be 19 February 2026 for ordinary shareholders and 20 February 2026 for ADS holders. The corresponding amount in sterling is due to be announced on 17 March 2026, calculated based on the average of the market exchange rates over three dealing days between 11 March 2026 and 13 March 2026. Holders of ADSs are expected to receive $0.4992 per ADS (less applicable fees).
공시 • Jan 21BP p.l.c., Annual General Meeting, Apr 01, 2026BP p.l.c., Annual General Meeting, Apr 01, 2026.
공시 • Jan 14BP P.L.C. Updates Production Guidance for the Fourth Quarter of 2025BP P.L.C. updated production guidance for the fourth quarter of 2025. For the quarter, Reported upstream production in the fourth quarter is expected to be broadly flat compared to the prior quarter, with production broadly flat in oil production & operations and lower in gas & low carbon energy.
공시 • Dec 19Bp P.L.C. Announces Murray Auchincloss Steps Down as Director of the Board, Effective 18 December, 2025BP p.l.c. announced that Murray Auchincloss has decided to step down from his position as director of the Board, effective 18 December. Murray will serve in an advisory role until December 2026 to ensure a smooth transition.
공시 • Dec 18BP p.l.c Announces CEO ChangesBP p.l.c announced that the bp Board has appointed Meg O’Neill as bp’s next chief executive officer (“CEO”), effective 1 April 2026. Murray Auchincloss has decided to step down from his position as CEO, effective 18 December. Carol Howle, current executive vice president, supply, trading & shipping of bp, will serve as interim CEO until Meg joins as CEO. Murray will serve in an advisory role until December 2026 to ensure a smooth transition. Meg currently serves as CEO of Woodside Energy. Since her appointment as CEO in 2021, Meg O’Neill has grown Woodside Energy into the largest energy company listed on the Australian Securities Exchange. Among her many accomplishments at Woodside Energy, she oversaw the transformative acquisition of BHP Petroleum International, creating a geographically diverse business with a portfolio of high-quality oil and gas assets. Before joining Woodside Energy in 2018, Meg spent 23 years at ExxonMobil in technical, operational and leadership positions around the world. The appointment of Meg O’Neill follows a search process overseen by a search committee of the Board, assisted by an independent recruitment firm, as part of the Board’s long-term succession planning. Meg O’Neill has served as CEO of Woodside Energy since April of 2021, previously serving as Woodside Energy’s Chief Operations Officer, Executive Vice President Development, and Executive Vice President Development and Marketing. Prior to joining Woodside Energy in 2018, Meg spent 23 years with ExxonMobil in a variety of technical, operational and senior leadership roles in Houston, New Orleans, Indonesia, Canada and Norway, as well as regional and global leadership positions. She is Chair of the Australian oil and gas industry peak body, Australian Energy Producers (AEP), and serves on the boards of the Business Council of Australia and the American Petroleum Institute. Carol Howle has served as executive vice president, supply, trading & shipping at bp since July 2020. Prior to that, Carol ran bp shipping and was the chief operating officer for integrated supply and trading, oil. She has more than 20 years’ experience in the energy industry, many in integrated supply and trading. Her previous roles include chief operating officer for natural gas liquids, regional leader of global oil Europe and finance and head of the group chief executive’s office. Carol is a non-executive board member of the Royal Navy and chair of the Navy Audit and Risk Assurance Committee.
공시 • Dec 12BP p.l.c. Appoints Dave Hager as Member of the Safety and Sustainability Committee, Effective 10 December 2025BP p.l.c. announced that Dave Hager has been appointed as a member of the safety and sustainability committee with effect from 10 December 2025.
공시 • Nov 20BP p.l.c. to Report Q4, 2025 Results on Feb 10, 2026BP p.l.c. announced that they will report Q4, 2025 results at 7:00 AM, Coordinated Universal Time on Feb 10, 2026
공시 • Nov 13BP Reportedly in Talks with Stonepeak over Castrol SaleBP p.l.c. (LSE:BP.) is negotiating with US investment firm Stonepeak (Stonepeak Partners LP) to sell its Castrol lubricants unit, Reuters reported on November 12, 2025 citing sources. The potential deal could fetch around $8 billion, according to market analysts cited by the news agency. It would match BP's broader goal of achieving $20 billion in divestments. The sale process began earlier this year after BP announced a strategic review of the century-old lubricants business. In September, Stonepeak and private equity firm One Rock allegedly submitted bids, though it remains unclear if other parties are still involved or whether a deal will materialize, according to the people.
공시 • Nov 05+ 1 more updateBp P.L.C. Provides Production Guidance for the Fourth Quarter and Full Year 2025BP p.l.c. provided production guidance for the fourth quarter and full year 2025. The company expected fourth quarter 2025 reported upstream production to be broadly flat compared with the third quarter 2025. Within this, bp expects reported production from oil production & operations to be slightly higher and production from gas & low carbon energy to be lower. For the year, the company now expected reported upstream production to be slightly lower and underlying upstream production to be broadly flat compared with 2024. Within this, bp expected underlying production from oil production & operations to be higher and production from gas & low carbon energy to be lower.
공시 • Oct 14BP p.l.c. Provides Production Guidance for the Third Quarter and Full Year of 2025BP p.l.c. provided production guidance for the third quarter of 2025. For the quarter, the company expects upstream production in the third quarter is now expected to be higher compared to the prior quarter, with production higher in both oil production & operations, primarily higher gas production in bpx energy, and in gas & low carbon energy. For the year 2025, the company Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.
공시 • Aug 04BP PLC Announces Oil and Gas Discovery at the Bumerangue Prospect in the Deepwater Offshore BrazilBP PLC announced an oil and gas discovery at the Bumerangue prospect in the deepwater offshore Brazil. bp drilled exploration well 1-BP-13-SPS at the Bumerangue block, located in the Santos Basin, 404 kilometres (218 nautical miles) from Rio de Janeiro, in a water depth of 2,372 metres. The well was drilled to a total depth of 5,855 metres. The well intersected the reservoir about 500 metres below the crest of the structure and penetrated an estimated 500 metre gross hydrocarbon column in high-quality pre-salt carbonate reservoir with an areal extent of greater than 300 square kilometres. Results from the rig-site analysis indicate elevated levels of carbon dioxide. bp will now begin laboratory analysis to further characterize the reservoir and fluids discovered, which will provide additional insight into the potential of the Bumerangue block. Further appraisal activities are planned to be undertaken, subject to regulatory approval. bp holds 100% participation in the block with Pre-Sal Petroleo S.A. as the Production Sharing Contract manager. bp secured the block in December 2022 during the 1st Cycle of the Open Acreage of Production Sharing of ANP, on very good commercial terms. Bumerangue is bp's tenth discovery in 2025 to date. bp has already announced oil and gas exploration discoveries at: Beryl and Frangipani in Trinidad, Fayoum 5 and El King in Egypt, Far South in the Gulf of America, Hasheem in Libya and Alto de Cabo Frio Central in Brazil, plus discoveries in Namibia and Angola through Azule Energy, its 50-50 joint venture with Eni. bp plans to grow its global upstream production to 2.3-2.5 million barrels of oil equivalent a day in 2030, with the capacity to increase production out to 2035.
공시 • Jul 24BP’s Castrol Unit Reportedly Gets One Rock Bid as Most Suitors DropOne Rock Capital Partners, LLC, a US mid-market private equity firm, is one of the few remaining bidders for BP p.l.c. (LSE:BP.)’s Castrol lubricants business, people familiar with the matter said, illustrating the potential challenges for the key asset disposal by the oil major. Several big-name energy companies and financial suitors have dropped out and valuation expectations have slipped, according to the people, who asked not to be identified as the information is private. One Rock is bidding for the entire asset, while Canada Pension Plan Investment Board is only interested in taking a minority stake, the people said.
공시 • Jul 21Bp P.L.C. Announces Board ChangesBP p.l.c. announced that it has appointed Albert Manifold to succeed Helge Lund as chair of the company. He will join the company's board on 1 September as non-executive director and chair-elect, and will take over as chair on 1 October. At that point, Helge Lund will step down as chair and as a director of the bp board. Albert was the Chief Executive Officer of CRH plc from January 2014 until December 2024.Under his leadership CRH strategically reshaped its portfolio and delivered superior growth and performance. He has a strong track record of strategic leadership and operational delivery with a focus on cost efficiency, disciplined capital allocation and cash flow generation. He is also a non-executive director at LyondellBasell, a global chemicals producer, listed on the New York Stock Exchange, and a non-executive director at Mercury Engineering, a leading privately-owned engineering consultancy. Albert is a Certified Public Accountant, a Chartered Accountant, and holds a Master of Business Administration and a Master in Business Studies, both from Dublin City University. He remains a special adviser to the board of CRH and is also an adviser at Clayton Dubilier & Rice.
공시 • Jul 18Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.).Clearlight Energy agreed to acquire BP Wind Energy North America Inc. from BP p.l.c. (LSE:BP.) on July 18, 2025. After close, bp Wind Energy will be owned and operated as part of LS Power portfolio company Clearlight Energy, increasing its operating fleet to ~4.3GW. The deal is expected to conclude by the end of the year and follows a competitive bidding process, subject to regulatory approvals. Greenberg Traurig, LLP acted as legal advisor for LS Power Development, LLC. Barclays Capital Inc. and Santander US Capital Markets LLC acted as financial advisor for LS Power Development, LLC.
공시 • Jul 11Bp P.L.C. Updates Production Guidance for the Second Quarter of 2025BP p.l.c. updated production guidance for the second quarter of 2025. The company reported upstream production in the second quarter is now expected to be higher compared to the prior quarter, with production higher in oil production & operations, primarily in bpx energy, and slightly higher in gas & low carbon energy. In the gas & low carbon energy segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.1) to (0.3) billion, including changes in non-Henry Hub natural gas marker prices. The gas marketing and trading result is expected to be average. In the oil production & operations segment, realizations, compared to the prior quarter, are expected to have an impact in the range of $(0.6) to (0.8) billion, including the production mix effects and the price lags on bp's production in the Gulf of America and the UAE.
공시 • Jul 07Bp plc Announces Board ChangesBP PLC announced the appointment of Simon Henry as a non-executive director to its board, effective September 1, 2025. Simon Henry brings extensive expertise in global finance, strategy, governance, and management, acquired over a 35-year career with Shell, where he held senior finance and management roles internationally and served as chief financial officer and a board member from 2009 to 2017. Simon is currently a non-executive director of Rio Tinto plc and Rio Tinto Limited, with plans to step down from these roles in the second half of 2025. Harbour Energy plc announced earlier that Simon will step down from its board with immediate effect. Within the past five years, Simon resigned as a director from Lloyds Banking Group plc and PetroChina Ltd, in September 2020 and May 2022 respectively. BP also announced that Pamela Daley, a non-executive director, will step down from the BP board for personal reasons, effective July 7, 2025.
공시 • Jul 02Bp P.L.C. Announces Regional President Changes for Azerbaijan, Georgia and Türkiye, Effect from 1 October 2025BP p.l.c. announced the appointment of Giovanni Cristofoli as the new regional president for Azerbaijan, Georgia and Türkiye (AGT), with effect from 1 October 2025. Gio will be based in Baku, Azerbaijan, Trend reports. Gio is currently bp senior vice president, solutions, leading a global organization that provides services and solutions to bp's upstream, refining, low carbon energy and non-operated joint venture businesses. Under Gio's leadership, bp has transformed the way it delivers maintenance, reliability, subsea services and more. Gio will succeed Gary Jones, who has successfully led bp's regional business since April 2017. Gary's new role will be the subject of a future announcement.
공시 • Jun 26+ 1 more updateShell Says Not in Talks to Acquire Rival BP, to Focus on PerformanceShell plc (LSE:SHEL) clarified on 25 June 2025 that it is not in talks to take over rival BP p.l.c. (LSE:BP.). Shell's comments came after a Wall Street Journal report cited unnamed sources saying the US company was in early discussions to acquire the British energy firm. "This is further market speculation. No talks are taking place," a Shell spokesperson said. "As we have said many times before we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification." Shares of BP surged as much as 10% in New York earlier on 25 June 2025 on the media report. Shares of the company erased most of those gains to trade 1.2% higher as of 12:44 PM local time. Shell stock fell 0.68%. BP has been under intense pressure after years of poor performance and the intervention of activist shareholder Elliott Investment Management. Speculation has been growing that the embattled company would become a takeover target, although BP's size and complexity would make any deal very challenging. Bloomberg reported in May that Shell had been studying the merits of a takeover, but was waiting for further stock and oil price declines before deciding whether to pursue a bid. If Shell were to acquire BP, it would be among the largest deals in European history, creating for the first time an oil major that could challenge industry leaders Exxon Mobil Corp. and Chevron Corp. The two companies combined would have upstream production of nearly 5 million barrels of oil equivalent a day and a dominant position in the global market for liquefied natural gas, reported Bloomberg. A deal would also be costly, with some analysts predicting that Shell would have to pay a premium of about 20% to BP's £58 billion ($79 billion) market capitalization. It could also create significant competition concerns, giving the merged company a large share of fuel retail markets in some countries.
공시 • Jun 11Adnoc Reportedly Evaluates Possibility of Buying Some BP AssetsAbu Dhabi’s main oil company Abu Dhabi National Oil Company (Adnoc) is evaluating whether it can buy some of BP p.l.c. (LSE:BP.)'s key assets should the embattled British firm decide to break itself up or come under pressure to divest more units, according to people with knowledge of the matter. Abu Dhabi National Oil Co. has been internally studying the prospects for acquiring some BP assets and has held initial consultations with bankers, the people said, asking not to be identified because the discussions are private. It is also considering partnering with another bidder to split some of the assets, they said.
공시 • May 05Shell Reportedly Evaluates Potential Acquisition of BPShell plc (LSE:SHEL) is working with advisers to evaluate a potential acquisition of BP p.l.c. (LSE:BP.), though it’s waiting for further stock and oil price declines before deciding whether to pursue a bid, according to people familiar with the matter. The oil major has been more seriously discussing the feasibility and merits of a BP takeover with its advisers in recent weeks, the people said, asking not be identified because the information is private. Any final decision will likely depend on whether BP stock continues to slide, the people said. Shares of BP have already lost nearly a third of their value in the last 12 months as a turnaround plan has fallen flat with investors and oil prices tumbled. Shell may also wait for BP to reach out or for another suitor to make a first move, and its current work could help it get prepared for such a scenario, some of the people said. Deliberations are in the early stages and Shell may opt to focus on share buybacks and bolt-on acquisitions rather than a megamerger, they said. Other large energy companies have also been analyzing whether they would want to bid for BP, the people said. “As we have said many times before, we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification,” a spokesperson for Shell said in an emailed statement. A representative for BP declined to comment. A successful combination of Shell and BP would be one of the oil industry’s largest-ever takeovers, bringing together the iconic British majors in a deal that’s been discussed on and off for decades. The companies were once close rivals — with a similar size, reach and global clout — but their paths have diverged in recent years. Investors are growing impatient. Activist firm Elliott Investment Management has gone public with a 5% holding in BP and is calling on the company to consider more transformative measures. Elliott views BP’s plan as lacking ambition and urgency, and believes it could potentially expose the company to a takeover, Bloomberg News reported in April. Under CEO Wael Sawan, Shell has also been cutting costs, shedding poorly performing renewables units and refocusing on fossil fuels. While Shell’s stock has outpaced that of Chevron Corp. and Exxon Mobil Corp. in recent years, the company’s valuation has yet to match those of its big oil rivals in the US. Sawan told analysts Friday that Shell will “of course” keep looking at inorganic opportunities but will be prudent and “the bar is high.” Any deal would need to add to free cash flow per share in a relatively short period, he said. “I have said in the past that we want to be value hunters. Today, value hunting – in my view – is buying back more Shell” stock, Sawan said on the conference call. He added that “we have to have our own house in order” before looking at sizable acquisitions, and that the company has “more work to do” to reach its full potential despite the progress it’s made over the past couple years. Shell is doing deals where it has the capability to create value, such as with its purchase of liquefied natural gas trader Pavilion Energy Pte, Sawan said. A successful takeover of BP could bolster Shell’s output growth by allowing the company to regain exposure to the US, after it sold its Permian Basin shale assets to ConocoPhillips in 2021. Any transaction would likely dwarf Shell’s 2016 acquisition of BG Group, a deal that was valued at close to $50 billion.
공시 • Apr 29BP p.l.c. Announces an Interim Dividend, Payable on June 27, 2025BP p.l.c. bp announced an interim dividend of 8.000 cents per ordinary share which is expected to be paid on 27 June 2025 to ordinary shareholders and American Depositary Share (ADS) holders on the register on 16 May 2025. The ex-dividend date will be 15 May 2025 for ordinary shareholders and 16 May 2025 for ADS holders. The corresponding amount in sterling is due to be announced on 10 June 2025, calculated based on the average of the market exchange rates over three dealing days between 4 June 2025 and 6 June 2025. Holders of ADSs are expected to receive $0.48 per ADS (less applicable fees). The board has decided not to offer a scrip dividend alternative in respect of the first quarter 2025 dividend. Ordinary shareholders and ADS holders (subject to certain exceptions) will be able to participate in a dividend reinvestment programme.
공시 • Apr 23Elliott Management Wants BP to Boost Free Cash Flow to $20 Billion by 2027On April 22, 2025, Elliott Management Corporation urged BP p.l.c. to increase its free cash flow to $20 billion by 2027 from around $8 billion last year through significant spending cuts and cost reductions. Elliott Management has increased its stake in the Company to just over 5% and has met with more than 20 of the Company's shareholders regarding these demands. Elliott Management stated that it had discussed the need for deeper spending and cost cuts and potential leadership changes with other Company shareholders and wanted the Company to divest its renewable power business.
공시 • Apr 11BP P.l.c. Provides Production Guidance for the First Quarter and Full Year 2025BP p.l.c. provided production guidance for the first quarter and full year 2025. Reported upstream production in the first quarter is expected to be lower compared to the prior quarter, with production slightly higher in oil production & operations and lower in gas & low carbon energy including the already announced divestments in Egypt and Trinidad completed towards the end of prior quarter. For the year 2025, Reported upstream production to be lower and underlying upstream production to be slightly lower than 2024, of which oil production & operations broadly flat and gas & low carbon energy lower.
공시 • Apr 04BP p.l.c. Announces Helge Lund Informs the Board of His Intention to Step Down as ChairBP p.l.c. announced that the company's board of directors has initiated a succession process to select a new Chair, after Helge Lund informed the board of his intention to step down in due course. The succession process is being led by Dame Amanda Blanc, in her capacity as Senior Independent Director, with support from the wider board. It is intended that the successful candidate will join the board and work together with Helge to ensure an orderly transition ahead of taking on the role of Chair, at which point Helge will step down from the board, most likely during 2026. Whilst this succession process progresses, the board's focus will remain on overseeing management's delivery of the new strategy and this will continue to be their key priority under the new Chair.
공시 • Apr 01Local Authority Pension Fund Forum Recommends Votes Against BP ChairOn March 31, 2025, Local Authority Pension Fund Forum (LAPFF) recommended that shareholders vote against the re-election of BP p.l.c. Chair Helge Lund, BP's annual report, remuneration report and abstain on whether BP CEO Murray Auchincloss should be re-elected. LAPFF stated that proxy advisors Institutional Shareholder Services Inc. (ISS) and Glass Lewis have recommended that shareholders vote in favour of the re-election of the Company's board, management and annual report at the April 17, 2025, annual general meeting.
Seeking Alpha • Mar 31BP: Lowering My Price Target, Still Cheap With A Shareholder-Friendly FocusSummary BP is undervalued with a low P/E ratio, high yield, and bullish technical indicators, despite recent underperformance and mixed earnings results. BP's management plans a strategic reset, including potential M&A, and has increased dividends by 10%, signaling confidence despite macro challenges. Key risks include refining operation uncertainties, potential macroeconomic slowdown, and activist pressure, but April's seasonal trends are historically positive for BP. I maintain a buy rating for BP, anticipating a bullish trend change supported by technical patterns and favorable valuation metrics. Read the full article on Seeking Alpha
공시 • Mar 21Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion.Funds managed by Apollo Global Management, Inc. (NYSE:APO) agreed to acquire 25% stake in BP Pipelines (Tanap) Limited from BP p.l.c. (LSE:BP.) for $1 billion on March 21, 2025. Under the agreement, Apollo funds will purchase the non-controlling shareholding in bp TANAP for a consideration of approximately $1.0 billion. Proceeds arising from this transaction will contribute towards bp’s programme for $20 billion in divestment and other proceeds. bp will remain the controlling shareholder of bp TANAP and retain a long-term commercial and strategic interest, including governance rights. The transaction is anticipated to close in 2Q 2025, subject to regulatory and TANAP shareholders approvals.
공시 • Mar 14BP Reportedly Seeks to Sell 50% of Solar Unit to Strategic PartnerBP p.l.c. (LSE:BP.) is seeking to sell 50% of its solar unit Lightsource bp (Lightsource bp Renewable Energy Investments Limited) to a strategic partner for cash and a commitment of future investments, with bids due in June, the energy major said in a sales document seen by Reuters. London-listed BP is planning asset sales and partnerships as part of a broader plan to address investor concerns. The energy group wants to cut costs and improve its return on investments to boost its share price and profit. In a document dated March 2025, seen by Reuters, the company said it was seeking a strategic partner for half of the solar company this year, in a cash transaction with a commitment for follow-on investment. Called Project Scala, BP is seeking a strategic partnership with "established leaders with extensive experience" in the renewables industry, according to the document. Governance of the emerging entity would reflect joint control of the assets, BP said in the document. Initial, non-binding offers are due in June and the company will shortlist bidders in July. When asked about the sales document, BP said it intended to bring in a partner for Lightsource bp and launch a sales process in the near future but declined to comment further.
공시 • Mar 06+ 2 more updatesBP p.l.c., Annual General Meeting, Apr 17, 2025BP p.l.c., Annual General Meeting, Apr 17, 2025. Location: bp international centre for business and technolog, chertsey road, sunbury on thames, tw16 7ln, england, United Kingdom
공시 • Feb 27BP p.l.c. to Report Fiscal Year 2024 Results on Mar 06, 2025BP p.l.c. announced that they will report fiscal year 2024 results on Mar 06, 2025
공시 • Feb 26BP Drops Plans to Lower Oil and Gas OutputOn February 25, 2025, BP p.l.c. is slated to announce a possible sale of its lubricants unit and drop plans to lower oil and gas output as it begins to shift away from renewable energy amid pressure from Elliott Management Corporation. The Company stated that in a strategy presentation, CEO Murray Auchincloss has pledged to ‘fundamentally reset’ the Company following 5 years of investment in clean energy that left investors displeased with their returns, the authors note.
Seeking Alpha • Feb 25BP: New Bullish Catalyst In PlaySummary There is a new catalyst in BP that aims to drive strategic changes, potentially boosting the company's performance and stock price. BP's current price/earnings ratio is attractive, and activist involvement could unlock further value. Price structure analysis suggests a bullish setup for BP, with clear parameters to help measure likely risk versus potential reward. Let us show you how we find the synergy between fundamentals and human behavior. Read the full article on Seeking Alpha
공시 • Feb 20BP Reportedly Weighs Sale of Castrol Lubricants Unit Amid Elliott PushBP p.l.c. (LSE:BP.), in which activist investor Elliott Investment Management L.P. has built up a nearly 5% stake, is considering a potential sale of its lubricants business, according to people familiar with the matter. The oil major’s unit, which operates under the Castrol brand, could be worth about $10 billion in a deal, the people said, asking not to be identified as the matter is private. A sale of the business is one of the many options BP is considering to win back investor confidence after years of under performance, the people said. The unit is also among the assets that Elliott has identified for potential disposals, the people said.
Seeking Alpha • Feb 19BP: 5 Levers To Pull At The Investor DaySummary We identify 5 levers which management should pull in order to improve BP's value and adress recent underperformance. Building partially on Shell's playbook, we believe key items to watch will be how management will improve BP's bloated cost structure and a resolute fix-sell-close strategy across the portfolio. Openness to changes in the advisory board and targeted divestments to strengthen the balance sheet could further help regain investor appreciation, in our view. Read the full article on Seeking Alpha
공시 • Feb 15Elliott Management Reportedly Pushing BP to Sell Assets and Cut Green SpendingBP p.l.c. (LSE:BP.) has been ordered to cut spending on renewable energy by its third largest shareholder as pressure grows on the oil giant to boost investor returns. Elliott Management Corporation is said to be pushing BP to make a string of divestments as it emerged the US hedge fund has taken a near 5% stake in the company worth £3.8 billion. It means Elliott, run by the billionaire Paul Singer, is now BP's third biggest investor behind BlackRock and Vanguard, which have stakes of 9% and 5% respectively, the Financial Times reported. A decision to lower investment in green energy such as wind, solar, biofuel and hydrogen would mark a major reversal for BP, which has poured billions of pounds into renewables in recent years in a strategy pursued under Bernard Looney, its former chief executive. A source close to Elliott told the FT: "The time for minor course corrections at BP is long gone. The level of undervaluation [of BP] is profound and the pathway to alleviate that undervaluation is clear and addressable". Elliott Management views BP's investments in its green energy ventures as a poor use of capital that helped contribute to lower return for investors. BP's share price spiked earlier this week after it emerged Elliott had taken a stake in the FTSE 100 oil major, before Murray Auchincloss, its chief executive, promised a "fundamental reset" of company strategy. Elliott and BP were contacted for comment.
공시 • Feb 11BP p.l.c. Announces Interim Dividend, Payable on 28 March 2025BP p.l.c. announced an interim dividend of 8.000 cents per ordinary share which is expected to be paid on 28 March 2025 to ordinary shareholders and American Depositary Share (ADS) holders on the register on 21 February 2025. The ex-dividend date will be 20 February 2025 for ordinary shareholders and 21 February 2025 for ADS holders.
공시 • Feb 10Activist Elliott Reportedly Builds Stake in Oil Major BPElliott Investment Management L.P. has built a significant stake in BP p.l.c. (LSE:BP.) according to people familiar with the matter, as the British oil major struggles to win back investor confidence and reverse years of underperformance. The activist fund is seeking to boost shareholder value by pushing the company to consider transformative measures, the people said, asking not to be identified because the discussions are private. Elliott believes BP is significantly undervalued and its performance is disappointing, they said. The exact size of the stake couldn’t be immediately learned.
Seeking Alpha • Jan 30BP: 2025 Will Make Or Break The StockSummary Following another weak quarter, we find BP strongly underperformed both its European and US peers since 2021, with Q4 earnings the lowest since late 2020. Yet, BP remains the primary value opportunity among global majors, trading at 3.1x EBITDA and offering a ~15% FCF yield and >13% in buybacks + dividends. The company is due to hold a highly anticipated investor day in February, we expect mgmt to follow the Shell playbook and remain carefully optimistic, reiterating our Overweight rating. Read the full article on Seeking Alpha
공시 • Jan 30+ 2 more updatesBP p.l.c. to Report Q2, 2025 Results on Aug 05, 2025BP p.l.c. announced that they will report Q2, 2025 results on Aug 05, 2025
Seeking Alpha • Jan 23BP: Failing To Deliver During Good Times Is A Major Red FlagSummary BP stock has become the worst performer within its peer group and that doesn't make it a bargain. The years ahead are likely to be more challenging for equities in the Energy space which is bad news for low margin producers. I explain why I prefer to stick with higher quality Energy stocks at this point in time and why BP low multiple is does not make it attractive. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13BP Stock: The Citibank Of OilSummary New management could change BP's fortunes. BP has underperformed its peers significantly and has valuable assets, but also underperforming divisions and a toxic stake in Rosneft. BP is cheap with a P/E of 8.22, a P/S of 0.44, and an EV/EBITDA of 4.03, significantly below the sector median. BP's focus on returning capital to shareholders is attractive, however, lower oil prices could impact the strategy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25The Gold Standard Oil And Gas CompaniesSummary ESG as a theme is probably a fad, yet some aspects of it are useful as risk assessment tools. A big risk for oil and gas stocks is methane emissions, and until now, it has not been easy to assess this. The Oil & Gas Methane Partnership 2.0 is the United Nations Environment Programme’s flagship oil and gas reporting and mitigation programme. The OGMP 2.0 Gold Standard awards indicate the best companies related to risks around methane emissions. Read the full article on Seeking Alpha
공시 • Nov 15BP p.l.c. to Report Q4, 2024 Results on Feb 11, 2025BP p.l.c. announced that they will report Q4, 2024 results on Feb 11, 2025
Seeking Alpha • Nov 12BP Stock: Out Of The Doghouse (Rating Upgrade)Summary BP p.l.c.'s recent management changes and strategic moves, including the Travel Centers of America acquisition, signal a renewed focus on profitable capital projects, making the stock a potential buy. The company's strong presence in the Gulf of Mexico and strategic stakes in global projects like ADNOC and Shah Deniz bolster its upstream portfolio. Despite skepticism about renewables, BP's ventures in solar, biogas, and EV charging show promise, with significant growth potential in these areas. Current low valuation and management's focus on cash flow and value over volume make BP shares underpriced, presenting a buying opportunity for growth and income. Read the full article on Seeking Alpha
Seeking Alpha • Oct 314 Things BP Can Do To Convince Investors They Are An Oil Company AgainSummary BP is taking the right steps to act like an oil company again, but more work is needed. Until investors see plans for volume growth, improved returns, and better capital allocation, they may continue to punish the stock. The shares are a Hold, at least until the company's strategy update in February gives us more information. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21BP: Finally We See A CatalystSummary According to Reuters, BP's management has abandoned its previous target to reduce production, now aiming to "reset" its strategy in favor of more oil & gas. Essentially following Shell's playbook, we believe the upcoming 2025 strategy update could be a material catalyst for shares. We lower our PT to $42/sh on a likely weaker Q3, yet remain overweight with shares offering ~14% in dividends + buybacks while trading at a best-in-class ~15% FCF yield. Read the full article on Seeking Alpha
공시 • Oct 18BP Reportedly Weighs Sale of Minority Stake in Offshore Wind BusinessBP p.l.c. (LSE:BP.) is considering selling a minority stake in its offshore wind business, according to four sources with knowledge of the matter, the latest effort by Chief Executive Officer Murray Auchincloss to scale back the energy company's focus on renewables. The company has faced pressure from shareholders over its energy transition strategy, first launched in 2020, as renewables profit thinned while margins from oil and gas rose. The London-listed oil company has lined up Bank of America Corporation (NYSE:BAC) to find partners for the business, the sources said, speaking on condition of anonymity because the process is private. BP wants to reduce its share of the hefty investments required to develop these projects, two of the sources said. A spokesperson for BP declined to comment. BP remains committed to developing its major offshore wind projects, one source said. The company has also invested in solar, biofuels and low-carbon hydrogen in recent months.
공시 • Oct 15Bluebell Capital Partners Calls for Executive Changes at BPOn October 14, 2024, Bluebell Capital Partners announced that it is doubling down on its call for BP p.l.c. to remove its chairman and lead independent director, while urging the Company to comment on a media report that detailed a further change in the Company's strategy. In the letter, Bluebell Capital Partners reiterated its previous call for the Company Chairman Helge Lund and lead independent director Amanda Blanc to be removed. Bluebell Capital Partners said it is holding Lund responsible for the Company's management while saying Blanc refused to make herself available to address its concerns.
Seeking Alpha • Sep 30BP: 5.7% Dividend, Buybacks, And A Mid-Single Digit P/E Signal ValueSummary BP is undervalued compared to its peers, trading at less than 8 times 2024 earnings with a 5.7% dividend yield. BP's strong cash position, share buybacks, and dividend increases make it an attractive investment for income and capital appreciation. Economic growth and lower interest rates are expected to boost energy demand, benefiting BP's profitability and market position. Despite geopolitical risks and competition, BP's financial metrics and growth prospects present a compelling risk-reward scenario for long-term investors. Read the full article on Seeking Alpha
공시 • Sep 18Funds managed by Apollo Global Management, Inc. (NYSE:APO) entered into agreement to acquire 20% stake in Trans Adriatic Pipeline AG from BP p.l.c. (LSE:BP.) in a transaction valued at $1 billion.Funds managed by Apollo Global Management, Inc. (NYSE:APO) entered into agreement to acquire 20% stake in Trans Adriatic Pipeline AG from BP p.l.c. (LSE:BP.) in a transaction valued at $1 billion on September 16, 2024. Upon completion, BP will retain the controlling interest in bp Pipelines TAP post-transaction, ensuring continued oversight of its strategic asset. The acquisition includes the final 880km section of the Southern Gas Corridor pipeline system. Post completion of the acquisition, bp and Apollo will also look to partner on additional investment opportunities, including potential co-operation in both gas and low carbon energy assets, and infrastructure. The transaction is subject to customary regulatory and partner approvals required and expected to close in 4Q 2024. The proceeds from the transaction will contribute to bp’s 2024 divestment and other proceeds target of $2-3 billion, part of the company’s disciplined financial frame.
Seeking Alpha • Sep 02BP: 15% Earnings Yield, 5% Dividend, Upside PotentialSummary BP's Q2’24 results showed strong performance with a 7% year-over-year growth in core earnings, driven by higher petroleum prices. BP is enhancing shareholder value through $3.5B in stock buybacks in the second half of the year and a 10% dividend increase, signaling robust capital returns. Expansion projects in the Gulf of Mexico represent a catalyst for earnings growth and share price revaluation. BP's shares are undervalued with a P/E ratio of 6.9X and a 15% earnings yield, which is significantly lower than the valuation ratios for U.S. counterparts Exxon Mobil and Chevron. Despite risks like Gulf of Mexico project delays and regulatory challenges, BP's low valuation and growth make the stock interesting for income and growth investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 23BP Stock: Underperforming The Sector For A Good ReasonSummary BP stock has underperformed the energy sector over the past 12-month period. Earnings quality and return on capital remain key areas of focus for long-term investors. On top of all that, BP appears to be facing lower growth prospects when compared to its peers. Read the full article on Seeking Alpha
공시 • Jul 12BP, Shell and Total Take Stake in UAE Energy ProjectBritish energy giants BP p.l.c. (LSE:BP.) and Shell plc (LSE:SHEL), and France's TotalEnergies SE (ENXTPA:TTE), will each take a 10% stake in a liquefied natural gas project in the United Arab Emirates, state energy giant Abu Dhabi National Oil Company (ADNOC) has said. Japanese trading company Mitsui & Co., Ltd. (TSE:8031) will also acquire 10% of the Ruwais LNG plant, scheduled to come online in 2028, Adnoc said. Adnoc, the UAE's key revenue-earner, will retain a 60% majority stake. The plant, under development in Abu Dhabi, is expected to produce about 9.6m metric tonnes a year, more than doubling the company's LNG production capacity in the UAE.
Seeking Alpha • Jul 10BP: No Thanks, I'm Buying AmericanSummary European oil stocks, including BP, trade at lower multiples than American peers due to ESG diversification and market skepticism on non-oil operations. BP's recent performance suffers from negative headlines, lower refining margins, and geopolitical challenges, further widening the gap with American oil giants. Despite a solid dividend and potential for growth, BP's focus on renewables and uncertain long-term strategy make it less attractive compared to U.S. counterparts. Read the full article on Seeking Alpha
Seeking Alpha • Jun 17BP: After A Big Pullback, It's Time To Lock In A 5% Yield On This Oil GiantSummary Energy stocks in correction, new buying opportunities emerging. BP's stock is trading below several moving averages with the potential for strong total returns. BP's low PE ratio, high dividend yield, and strong balance sheet make it an attractive long-term investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11BP: Mixed Q1 But Risk/Reward Remains Highly AttractiveSummary BP's Q1 was mixed, with production up 2.5% QoQ but profits 7% below estimates. Costs/boe also climbed vs Q4, as opposed to declines at Euro peers Shell and Total. Favorable Q2 outlook with Whiting back online and higher gas prices supporting upstream profits. Buybacks held at $1.75B/quarter for ~12.1% in 24E distribution yield. Management also announced a >$2B cost savings program through YE26, providing further upside to consensus, with 25E EBITDA estimates still ~20% below BP guidance. Trading at a 14% FCF yield and offering >12% in distribution yield, I continue to see a favorable risk/reward and reiterate my Overweight rating. Read the full article on Seeking Alpha
공시 • May 09BP P.L.C. Announces Board AppointmentsBP p.l.c. announced that Hina Nagarajan and Johannes Teyssen have been appointed as members of the people and governance committee with effect from 6 May 2024. Dr. Teyssen joined the Board as a non-executive Director on 1 January 2021. He is a member of the safety and sustainability committee. Ms. Nagarajan joined the Board as a non-executive Director on 1 March 2023. She is a member of the audit committee.
공시 • May 03BP p.l.c. Names Kartikeya Dube as Its New Head of Country, BP India and Senior Vice President, Gas and Low Carbon, for India, Effective July 1, 2024BP p.l.c. has named Kartikeya Dube as its new head of Country (HoC), bp India and senior vice president, gas and low Carbon, for India, effective July 1, 2024. Dube has more than 20 years of experience and has served in senior roles in finance, commercials and business transformation in India, Singapore and UK. He has served as vice president vice president, Group Investor Relations in bp's head office in London driving investor engagement. He was earlier involved with establishing the bp joint ventures with Reliance in India. He has served as CFO for Jio-bp.
공시 • Apr 19BP PLC Announces Management ChangesBP PLC is simplifying its organisational structure, supporting delivery of the priorities it set out in February 2024 to grow the value of the company. The company will continue to have three businesses - production & operations, gas & low carbon energy and customers & products - enabled by trading & shipping. The current regions, corporates & solutions organisation will be integrated into the businesses and functions, and the company will now be supported by five functions: finance; technology; strategy, sustainability & ventures; people & culture; and legal. Together these changes will reduce duplication and reporting line complexity. bp's executive leadership team will reduce in size to ten members. bp's financial reporting structure remains unchanged. William Lin, who previously led regions, corporates & solutions, will now lead the gas & low carbon energy business, succeeding Anja-Isabel Dotzenrath who is retiring from bp and her executive career. Emeka Emembolu will head bp's technology function, taking over from Leigh-Ann Russell who is leaving bp for an external opportunity. William Lin is already a member of bp's leadership team in his current role as executive vice president for regions, corporates & solutions. For the past four years, he has led RC&S as a key integrator of bp's global activities with customers, partners, and governments.?William has worked in bp for 28 years, holding senior management roles across the world including in Asia Pacific, Egypt and the US, and as head of bp's group chief executive office and as chief operating officer in the former Upstream responsible for all oil and gas regions across the portfolio. Emeka Emembolu has worked as chief of staff for the past two years. In this role he has run the CEO office and provided direct support and advice to the bp leadership team. Emeka has been with bp for 25 years, starting his career working offshore as an engineer. Before joining the executive office, he ran bp's business in the North Sea. Prior to that, he held a range of senior technical leadership roles in the Gulf of Mexico/Canada, North Africa, and Alaska businesses and in bp's subsurface function.
공시 • Apr 12+ 1 more updateBP p.l.c. to Report Q3, 2024 Results on Oct 29, 2024BP p.l.c. announced that they will report Q3, 2024 results on Oct 29, 2024
공시 • Mar 12BP p.l.c. Announces the Interim Dividend for the Fourth Quarter of 2023, Payable on 28 March 2024On 6 February 2024, the Directors of BP p.l.c. announced that the interim dividend for the fourth quarter of 2023 would be USD 0.07270 per ordinary share (USD 0.4362 per ADS). This interim dividend is to be paid on 28 March 2024 to shareholders on the share register on 16 February 2024. The dividend is payable in cash in sterling to holders of ordinary shares and in US dollars to holders of ADSs.
공시 • Feb 02UAE's Mubadala Reportedly Drops Out of Bidding for Brazil's BP Bunge BioenergiaUAE state investor Mubadala Capital LLC has dropped out of the process to buy Brazilian sugar and ethanol firm BP Bunge Bioenergia S.A., a source with knowledge of the matter said. A joint venture between BP p.l.c. (LSE:BP.) and Bunge Limited (NYSE:BG), BP may decide to buy out its partner, the source added. Mubadala dropped out after concluding talks to acquire another Brazilian ethanol company, Atvos. Raizen SA RAIZ4.SA was left as the only bidder, but BP has the right of first refusal and may buy out Bunge if it considers the bid too low, the source said, asking for anonymity to disclose private talks. Mubadala, BP and Raizen did not immediately comment on the matter. Brazilian newspaper Valor Economico reported that shareholders had given up on a sale to a third party and that BP was considering buying out its partner.