Ashland (ASH) 주식 개요
는 북미와 라틴 아메리카, 유럽, 아시아 태평양 및 전 세계에 첨가제와 특수 성분을 공급합니다. 자세히 보기
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Analyst Price Targets
Ashland Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$70.91 |
| 52주 최고가 | US$78.25 |
| 52주 최저가 | US$46.30 |
| 베타 | 0.39 |
| 1개월 변동 | -3.80% |
| 3개월 변동 | 8.36% |
| 1년 변동 | 34.38% |
| 3년 변동 | -14.83% |
| 5년 변동 | -21.40% |
| IPO 이후 변동 | 643.13% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 03
ASH: Oral Biologics Push And Dividend Outlook Will Shape Future Returns
Analysts have lifted their fair value estimate for Ashland from $51.07 to $70.00, citing updated assumptions on the discount rate, profit margin, revenue growth, and a higher future P/E multiple. What’s in the News for Ashland Ashland launched permexa sodium caprate, an intestinal permeation enhancer aimed at oral peptide and biologic drugs, including GLP 1 agonists, with strong pre launch engagement and positive feedback from pharmaceutical, biotech and CDMO customers.Seeking Alpha • Aug 13
Ashland Inc.: Activist Pressure Starts To Pay Off
Summary Ashland Inc. (ASH) remains a Buy, with the investment case now centered on activist-driven M&A potential and strategic alternatives. Life Sciences and Personal Care segments, comprising 82% of gross EBITDA, continue to deliver growth and margin stability, underpinning valuation. Multiple activist investors, including Standard Industries and Ancora, have driven board changes, capital allocation reviews, and engagement with potential acquirers. With shares up from $57.46 to ~$75, further upside hinges on a bull-case M&A scenario, with a high $80s takeout plausible and downside limited by ongoing activist pressure. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 13
ASH: Activist Engagement And Q2 Execution Will Shape Fairly Valued Shares
Analysts have lifted their price target for Ashland from about $73.64 to roughly $80.18, reflecting updated assumptions around revenue growth, profit margins, discount rate and the P/E multiple they apply to future earnings. What’s in the News for Ashland Ashland reported second quarter earnings that were ahead of analyst expectations on both earnings per share and sales, and the company kept its full year 2026 sales guidance in place.Recent updates
내러티브 업데이트 • Sep 03
ASH: Oral Biologics Push And Dividend Outlook Will Shape Future Returns
Analysts have lifted their fair value estimate for Ashland from $51.07 to $70.00, citing updated assumptions on the discount rate, profit margin, revenue growth, and a higher future P/E multiple. What’s in the News for Ashland Ashland launched permexa sodium caprate, an intestinal permeation enhancer aimed at oral peptide and biologic drugs, including GLP 1 agonists, with strong pre launch engagement and positive feedback from pharmaceutical, biotech and CDMO customers.Seeking Alpha • Aug 13
Ashland Inc.: Activist Pressure Starts To Pay Off
Summary Ashland Inc. (ASH) remains a Buy, with the investment case now centered on activist-driven M&A potential and strategic alternatives. Life Sciences and Personal Care segments, comprising 82% of gross EBITDA, continue to deliver growth and margin stability, underpinning valuation. Multiple activist investors, including Standard Industries and Ancora, have driven board changes, capital allocation reviews, and engagement with potential acquirers. With shares up from $57.46 to ~$75, further upside hinges on a bull-case M&A scenario, with a high $80s takeout plausible and downside limited by ongoing activist pressure. Read the full article on Seeking Alpha내러티브 업데이트 • Aug 13
ASH: Activist Engagement And Q2 Execution Will Shape Fairly Valued Shares
Analysts have lifted their price target for Ashland from about $73.64 to roughly $80.18, reflecting updated assumptions around revenue growth, profit margins, discount rate and the P/E multiple they apply to future earnings. What’s in the News for Ashland Ashland reported second quarter earnings that were ahead of analyst expectations on both earnings per share and sales, and the company kept its full year 2026 sales guidance in place.내러티브 업데이트 • Jul 30
ASH: Activist Engagement And Steady Execution Will Shape Fairly Valued Shares
Analysts have modestly lifted their price target for Ashland to $73.64 from $70.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Ashland Ashland reported third quarter fiscal 2026 results with sales up 7% year over year and growth across all business units and regions.내러티브 업데이트 • Jul 16
ASH: Index Shifts And Activist Pressure Will Guide Fairly Valued Shares
Analysts have adjusted their price target on Ashland to $70.00, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and a slightly higher future P/E multiple. What’s in the News for Ashland Ashland Inc.
내러티브 업데이트 • Jul 01
ASH: Activist Sale Pressure And Cash Returns Will Drive Future Upside
The analyst fair value estimate for Ashland has been adjusted from $75.00 to about $89.70, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. What’s in the News for Ashland Ashland Inc.분석 기사 • Jun 20
Ashland (ASH) Stock Could Be 26.4% Below Fair Value After Recent Rally
Ashland (ASH) has drawn attention after recent share price gains over the past month and past 3 months, prompting investors to reassess how its specialty chemicals mix and current valuation metrics align with its fundamentals. See our latest analysis for Ashland. At a share price of $67.92, Ashland has seen strong recent momentum, with a 30 day share price return of 20.73% and a 1 year total shareholder return of 43.33%, contrasting with weaker 3 and 5 year total shareholder returns. If...내러티브 업데이트 • Jun 17
ASH: Activist Pressure And Operational Setbacks Will Shape Shares And Capital Returns
The Ashland analyst price target has been adjusted slightly from $67.10 to about $67.27 as analysts update their assumptions around discount rates, revenue growth, profit margins, and the future P/E they apply to the stock. What’s in the News for Ashland Activist investor Ancora Alternatives has built a significant stake in Ashland and is urging the board to review options including a potential sale of the company.내러티브 업데이트 • Jun 03
ASH: Guidance Reset And Free Cash Flow Focus Will Drive Future Upside
Analysts have raised their price target on Ashland from $73.00 to $75.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a future P/E of 16.59x. What's in the News Ashland reported Q2 2026 earnings and sales that came in weaker than expected, with management pointing to operational issues at the Hopewell manufacturing facility, softness in the Intermediates segment, weaker pricing, and reduced energy related demand as key pressures.내러티브 업데이트 • May 15
ASH: Dividend And Guidance Updates Will Shape Margins And Future Returns
Analysts now see Ashland's fair value at about $51.07, down from $60.00, as they reset assumptions around profit margin and future P/E while keeping revenue growth expectations broadly steady. What's in the News Ashland's board declared a quarterly cash dividend of $0.42 per share on common stock, a 1.2% increase from the previous quarter, payable June 15, 2026, to shareholders of record on June 1, 2026 (company announcement).내러티브 업데이트 • May 01
ASH: Future Margins Will Likely Improve On 2026 Guidance And Completed Buybacks
Analysts keep their average Ashland price target steady at $60.00, citing small model tweaks such as a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E assumption as the basis for this unchanged view. What's in the News Ashland updated full-year fiscal 2026 sales guidance to a range of $1,835 million to $1,870 million, giving you a specific revenue band to track for the upcoming year (Key Developments).내러티브 업데이트 • Apr 16
ASH: EMEA Partnership And 2026 Guidance Will Support Future Upside
Analysts have maintained their $73.00 price target for Ashland, citing revised assumptions for discount rates, revenue growth, profit margins, and a lower future P/E estimate as the main factors supporting the unchanged outlook. What's in the News Ashland reported that from October 1, 2025 to December 31, 2025, it did not repurchase any shares under its existing program.내러티브 업데이트 • Apr 02
ASH: EMEA Distribution Partnership And Buybacks Will Support Future Upside Potential
Analysts have held Ashland's fair value at $73.00, with updated assumptions that include a slightly higher discount rate, a modest adjustment to revenue growth, a lower profit margin outlook, and a higher future P/E. Together these factors shape the latest view on the stock's risk and return trade off.내러티브 업데이트 • Mar 19
ASH: Future Margins Will Likely Improve On Expanded EMEA Distribution And Buybacks
Analysts have adjusted their price target on Ashland from $51.00 to $60.00. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.내러티브 업데이트 • Mar 04
ASH: Global Distribution Partnership Will Support Future Upside Potential
Analysts have trimmed their price target on Ashland to $73 from $77, reflecting updated assumptions that include slightly different revenue growth and discount rate inputs, along with a higher projected profit margin and a lower future P/E multiple. What's in the News Ashland reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares under its existing buyback, while confirming that the overall program launched on June 28, 2023 has reached 5,826,514 shares, or 11.86%, for a total of $480.07 million (Key Developments).내러티브 업데이트 • Feb 18
ASH: Repurchases And New Distribution Partnership Will Support Stronger Future Performance
Analysts have lifted their price target on Ashland from $63.20 to $67.10, reflecting updated assumptions that include a different discount rate, adjusted revenue growth and profit margin expectations, and a revised future P/E estimate. What’s in the News Ashland completed a share repurchase program covering 5,826,514 shares, representing 11.86% of the company, for a total of $480.07m under the buyback announced on June 28, 2023 (Key Developments).분석 기사 • Feb 06
Ashland (NYSE:ASH) Is Paying Out A Dividend Of $0.415
Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend of $0.415 per share on the 15th of March. The...내러티브 업데이트 • Feb 04
ASH: Global Distribution And Buybacks Will Support Future Upside Potential
Analysts have maintained their fair value estimate for Ashland at $77.00. They indicate that updated assumptions for revenue growth, profit margins and future P/E broadly offset one another, resulting in a stable target.분석 기사 • Jan 23
Ashland (NYSE:ASH) Will Pay A Dividend Of $0.415
The board of Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend on the 15th of March, with investors...내러티브 업데이트 • Jan 20
ASH: Higher Margins And Buyback Support Will Drive Bullish Upside
Analysts have nudged their price target on Ashland to US$77.00, reflecting modestly higher assumed revenue growth and profit margins, alongside a slightly lower future P/E multiple in their models. What's in the News Ashland reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 under its ongoing buyback program.내러티브 업데이트 • Jan 06
ASH: Earnings Outlook And Higher P/E Will Support Bullish Upside
Ashland's analyst price target moved from $79.00 to $77.00 as analysts factor in updated assumptions around fair value, profitability, revenue growth, and a higher future P/E multiple. What's in the News Ashland issued earnings guidance for full fiscal year 2026, giving you a clearer sense of management's current expectations for the business.내러티브 업데이트 • Dec 14
ASH: Future Margins Will Likely Deteriorate Despite Stronger Revenue Outlook
Analysts have trimmed their price target on Ashland by approximately $2.00 to reflect expectations for stronger top line growth, but meaningfully lower profit margins that together warrant a higher future earnings multiple. What's in the News Ashland issued full fiscal 2026 guidance, projecting sales of $1,835 million to $1,905 million, implying organic growth of approximately one to five percent over the prior year (company guidance).내러티브 업데이트 • Nov 28
ASH: New Guidance And Minimal Impact From Outage Will Drive Stronger Performance
Analysts have raised Ashland's fair value price target slightly from $62.40 to $63.20, citing updated expectations for revenue growth and evolving profitability assumptions. What's in the News Ashland Inc.내러티브 업데이트 • Nov 03
ASH: Operational Recovery Will Drive Future Gains Despite Temporary Plant Impact
Analysts have revised Ashland's fair value estimate downward from $64.70 to $62.40. This revision reflects updated expectations for slightly increased revenue growth but lower profit margins, which together contribute to a modestly higher projected discount rate and future P/E multiple.분석 기사 • Jul 08
Pinning Down Ashland Inc.'s (NYSE:ASH) P/S Is Difficult Right Now
It's not a stretch to say that Ashland Inc.'s ( NYSE:ASH ) price-to-sales (or "P/S") ratio of 1.2x seems quite...분석 기사 • May 17
Ashland's (NYSE:ASH) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Ashland Inc. ( NYSE:ASH ) has announced that it will be increasing its dividend by 2.5% on the 15th of...분석 기사 • Mar 29
Is There An Opportunity With Ashland Inc.'s (NYSE:ASH) 46% Undervaluation?
Key Insights Ashland's estimated fair value is US$108 based on 2 Stage Free Cash Flow to Equity Current share price of...Seeking Alpha • Feb 27
Ashland Presents Attractive Upside Emerging From The Downcycle
Summary Ashland is generating attractive free cash flow and is well-positioned to achieve its 2027 target of $600 million EBITDA and 50% FCF conversion rate. Despite the stock selling off over the last 8 months, Ashland's strategic acquisitions and divestitures have strengthened its market position, with a focus on high-margin, patent-protected products. Ashland's strong balance sheet, low leverage, and fixed-rate debt provide stability and flexibility to navigate the current downcycle in the specialty chemicals sector. With significant insider buying and undervaluation relative to peers, Ashland presents an attractive investment opportunity with potential for 17.1%-23.5% annualized returns. Read the full article on Seeking Alpha분석 기사 • Feb 20
We Like These Underlying Return On Capital Trends At Ashland (NYSE:ASH)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...분석 기사 • Feb 05
Ashland (NYSE:ASH) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jan 14
Here's Why Shareholders May Want To Be Cautious With Increasing Ashland Inc.'s (NYSE:ASH) CEO Pay Packet
Key Insights Ashland will host its Annual General Meeting on 21st of January CEO Guillermo Novo's total compensation...주주 수익률
| ASH | US Chemicals | US 시장 | |
|---|---|---|---|
| 7D | -2.8% | -3.0% | -0.9% |
| 1Y | 34.4% | 1.6% | 14.2% |
수익률 대 산업: ASH은 지난 1년 동안 1.6%의 수익을 기록한 US Chemicals 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ASH은 지난 1년 동안 14.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ASH volatility | |
|---|---|
| ASH Average Weekly Movement | 4.5% |
| Chemicals Industry Average Movement | 5.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: ASH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ASH의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1924 | 2,900 | Guillermo Novo | www.ashland.com |
는 북미 및 라틴 아메리카, 유럽, 아시아 태평양 및 국제적으로 첨가제 및 특수 성분을 제공합니다. 생명 과학, 퍼스널 케어, 특수 첨가제 및 중간체 부문을 통해 운영됩니다. 생명 과학 부문에서는 제어 방출 폴리머, 용해제, 정제 코팅제, 증점제, 용해제, 정제 바인더 등의 제약 솔루션과 증점제, 안정제, 유화제, 첨가제 등의 영양 솔루션, 농약, 진단 필름, 정밀 화학 제품 등을 제공합니다.
Ashland Inc. 기초 지표 요약
| ASH 기초 통계 | |
|---|---|
| 시가총액 | US$3.25b |
| 순이익 (TTM) | US$75.00m |
| 매출 (TTM) | US$1.84b |
43.3x
주가수익비율(P/E)1.8x
주가매출비율(P/S)ASH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ASH 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.84b |
| 매출원가 | US$1.23b |
| 총이익 | US$615.00m |
| 기타 비용 | US$540.00m |
| 순이익 | US$75.00m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.64 |
| 총이익률 | 33.39% |
| 순이익률 | 4.07% |
| 부채/자본 비율 | 73.5% |
ASH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Ashland 배당 일정 | |
|---|---|
| 배당락일 | Sep 01 2026 |
| 배당 지급일 | Sep 15 2026 |
| 배당락일까지 남은 일수 | 12 days |
| 배당 지급일까지 남은 일수 | 2 days |
ASH는 안정적으로 배당을 지급합니까?
ASH 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 11:29 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Ashland Inc.는 21명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| John McNulty | BMO Capital Markets Equity Research |
| David Begleiter | Deutsche Bank |