Dow 경영진
경영진 기준 점검 2/4
Dow CEO는 Jim Fitterling, Aug2018 에 임명되었습니다 의 임기는 7.83 년입니다. 총 연간 보상은 $19.08M, 8.9% 급여 및 91.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $10.26M 가치에 해당하는 회사 주식의 0.043% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.5 년과 7.3 년입니다.
핵심 정보
Jim Fitterling
최고경영자
US$19.1m
총 보수
| CEO 급여 비율 | 8.89% |
| CEO 재임 기간 | 7.8yrs |
| CEO 지분 보유율 | 0.04% |
| 경영진 평균 재임 기간 | 2.5yrs |
| 이사회 평균 재임 기간 | 7.3yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • 12h
Dow (DOW) Stock Could Be 22.7% Undervalued After Xylem Water Reuse Deal
Dow stock reacts to new water sustainability agreement Dow (DOW) is in focus after Xylem Inc. agreed to design, build and operate advanced water treatment and reuse systems at Dow’s Fort Saskatchewan industrial complex in Alberta, Canada. See our latest analysis for Dow. Despite the sustainability focus of the new Xylem agreement and recent conference appearances, Dow’s share price has eased in the short term, with a 30-day share price return down 14.9%, while the 1-year total shareholder...
내러티브 업데이트 • Jun 15
DOW: Supply Chain Disruptions And Cost Cuts Will Shape Margins Ahead
Analysts have raised the fair value estimate for Dow stock from $27.00 to $35.00. This change reflects updated views that incorporate revised price targets, gradual normalization in chemical pricing, and expectations for improving revenue growth and profit margins.Seeking Alpha • Jun 03
Dow: Full EPS Recovery Remains Uncertain
Summary Dow Inc. maintains a Hold rating as the FQ1 earnings report reveals a mixed outlook for fundamentals. DOW's FQ1 2026 earnings showed narrower-than-expected losses and sequential volume growth in Packaging & Specialty Plastics. But profit outlook remains uncertain due to volatile feedstock costs and geopolitical risks. The dividend was cut 50% recently, providing improved clarity, a still-attractive 4%+ yield, and now well-covered by EPS forecasts. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 01
DOW: Tighter Polyethylene Supply And Cost Actions Will Shape Upside Outlook
Analysts have trimmed the fair value estimate for Dow slightly to about $42.63 from $42.94 as they factor in normalizing chemical prices, some demand destruction, and mixed but generally more constructive views on supply tightness, cost savings, and polyethylene margins. Analyst Commentary Street research on Dow has been active, with several firms adjusting ratings and targets as they reassess the impact of supply disruptions, polyethylene pricing, and cost initiatives on the company’s valuation and execution risks.내러티브 업데이트 • May 02
DOW: Tighter Polyethylene Supply And Leadership Transition Will Shape Balanced Outlook
Dow's Analyst Price Target has increased from $29.94 to $42.94 as analysts factor in tighter polyethylene supply, potential margin support, a slightly lower discount rate, adjusted revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a cluster of price target changes and rating shifts around Dow, with many tied to tighter polyethylene supply, higher energy prices and conflict driven disruptions in the Middle East and Strait of Hormuz.
내러티브 업데이트 • Apr 18
DOW: Tighter Polyethylene Supply Should Support Higher Future Earnings Multiple
Analysts have raised their average price target for Dow by incorporating higher assumed revenue growth, slightly wider profit margins, and updated P/E expectations, supported by a series of recent upgrades and target hikes tied to tighter global polyethylene supply and higher energy-driven cost curves. Analyst Commentary Recent Street research has tilted more constructive on Dow, with a cluster of upgrades and higher price targets anchored to tighter global polyethylene supply, higher energy price assumptions, and updated views on mid cycle earnings power.내러티브 업데이트 • Apr 04
DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple
Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.내러티브 업데이트 • Mar 21
DOW: Gulf Supply Disruptions Will Fail To Sustain Recently Improved Margins
Analysts have raised the fair value estimate for Dow from $22.00 to $27.00, citing higher price targets associated with tighter global polyethylene supply, expectations for stronger margins, and revised P/E assumptions following a series of recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Dow has shifted sharply more constructive, with several large firms lifting ratings and price targets in response to tighter global polyethylene supply and disruption linked to the Iran conflict.내러티브 업데이트 • Mar 05
DOW: Commodity Margin Upside And Oversupply Risks Shape Balanced Future Outlook
Analysts have raised their implied fair value estimate for Dow from about $27.81 to roughly $29.94, citing higher Street price targets and expectations for firmer commodity margins, as recent research highlights potential upside risks for petrochemical pricing and polyethylene supply. Analyst Commentary Recent Street research on Dow reflects a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess commodity exposure, margins, and demand trends in chemicals and petrochemicals.내러티브 업데이트 • Feb 18
DOW: Improving Industry Setup And Buybacks Will Support Higher Future Earnings Multiple
Analysts have trimmed their fair value estimate for Dow to about $38.39 from $41.52, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E, even as recent Street research has generally moved official price targets higher by $1 to $5. Analyst Commentary Recent Street research on Dow has tilted constructive, with several bullish analysts lifting their price targets in quick succession.분석 기사 • Feb 12
Dow Inc.'s (NYSE:DOW) Price Is Right But Growth Is Lacking After Shares Rocket 28%
Despite an already strong run, Dow Inc. ( NYSE:DOW ) shares have been powering on, with a gain of 28% in the last...내러티브 업데이트 • Feb 04
DOW: Oversupply And Weak Margins Will Undermine Fragile Earnings Outlook
Analysts have nudged their average price targets on Dow higher by low single digit dollars, citing recent target raises from firms such as Citi, UBS, Jefferies, RBC Capital, and Mizuho. One reduction from BofA reflects more cautious views on oversupply and mixed sector conditions.내러티브 업데이트 • Jan 21
DOW: Cost Discipline And Mixed Industry Backdrop Shape Balanced Future Prospects
Narrative Update on Dow Analysts have nudged their average price target on Dow slightly higher by about US$4, reflecting updated expectations around revenue growth, profitability, and future P/E assumptions following recent sector and company specific research. Analyst Commentary Recent research shows a split view on Dow, with some price targets moving higher and at least one trim, while ratings generally sit in the middle of the road.내러티브 업데이트 • Jan 07
DOW: Cost Driven Earnings Will Prove Fragile In Weak Commodity Cycle
Narrative Update on Dow Analysts have nudged their average price target on Dow higher to around the mid 20s. This reflects mixed views that balance recent cost driven earnings strength with ongoing caution around the durability of commodity and end market demand.내러티브 업데이트 • Dec 18
DOW: Cost Controls And AI Modernization Will Face Cyclical Commodity Headwinds
Analysts have nudged their fair value estimate for Dow higher, lifting the price target by about $2 to reflect improved cost controls and better operating rates highlighted in recent research, even as they caution that these commodity tailwinds may prove temporary. Analyst Commentary Bearish analysts continue to flag structural and cyclical headwinds that could limit upside for Dow, even after the recent rally.내러티브 업데이트 • Dec 04
DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential
Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.내러티브 업데이트 • Nov 20
DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance
Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.내러티브 업데이트 • Nov 05
DOW: Cost Efficiencies And Operating Rates Will Support Upside Despite Commodity Volatility
Analysts have raised their price target for Dow Inc. by approximately $0.71, reflecting improving revenue growth and cost efficiencies.내러티브 업데이트 • Oct 22
Analysts Adjust Dow Price Target Amid Uncertainty Highlighted in Recent Earnings and Valuation Updates
Analysts have lowered their fair value price target for Dow by approximately $0.59 to $27.24. They cite a weaker macroeconomic outlook, softer industrial demand, and ongoing concerns about the company's earnings trajectory.내러티브 업데이트 • Oct 08
Capital Adjustments And Cost Cuts Will Support Cash Flow
Narrative Update on Dow: Analyst Price Target Revision Analysts have reduced their price target for Dow to $26 from $30, citing ongoing challenges such as weak earnings prospects, risks to exports due to tariffs, and an anticipated dividend cut. Analyst Commentary Recent updates from Street research have highlighted both optimistic and cautious perspectives on Dow's outlook amid challenging market conditions.내러티브 업데이트 • Sep 24
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.내러티브 업데이트 • Sep 09
Capital Adjustments And Cost Cuts Will Support Cash Flow
Dow’s consensus price target was modestly lowered to $28.65 as analysts cite persistently weak demand, soft pricing, ongoing risks to export volumes, reduced EBITDA forecasts, and the heightened possibility of a dividend cut amid sustained earnings pressure. Analyst Commentary Persistently weak operating environment and soft demand across Dow’s end markets continue to depress pricing and volumes.분석 기사 • Jun 25
Dow Inc.'s (NYSE:DOW) Low P/S No Reason For Excitement
When close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...Seeking Alpha • Apr 25
Dow Moves To A Crisis Footing As Downside Risks Build (Rating Downgrade)
Summary Dow's shares have underperformed due to weak pricing power, manufacturing activity, and Chinese construction market, with a 40% drop since my last "buy" recommendation. Given weak results, Dow is aggressively cutting costs and improving liquidity, including job cuts, delaying projects, and selling assets to preserve cash. The 9.6% dividend yield is at risk, especially if the economy worsens, with a potential 25-50% chance of a significant cut. Given the uncertain macro environment and trade tensions, I downgrade Dow to a "hold," given it may have to prioritize its balance sheet over shareholders. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Dow: Wait And See For The Cycle To Turn
Summary Dow Inc. faces challenges with slowing sales, margin pressures, and a potentially unsustainable 7.46% dividend yield amid a tough global environment. The company’s segments, particularly Packaging & Specialty Plastics and Industrial Intermediates & Infrastructure, are experiencing declining sales due to oversupply and weak global demand. Despite strategic cost-cutting and reduced CapEx plans, Dow's valuation metrics and negative free cash flow raise concerns about its financial health. Given the cyclical nature of the business and current market conditions, I rate Dow as a hold, awaiting a positive market cycle. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Dow Is An Excessively Cheap Materials Stock (Technical Analysis)
Summary Despite net negative technicals, there were key bottoming signs for the stock in the indicators and so a bullish reversal may be near. Q4 earnings were a bit disappointing but revenue growth remains at above average levels compared to past years. The P/S ratio's major contraction reflects undervaluation in the stock as it is disconnected from the financials and is at an excessive discount to the sector. I initiate Dow stock at a buy rating as the potential for a bullish reversal is high and the fundamental setup is appealing at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Tough Environment Offers A Cyclical Buying Opportunity For Dow
Summary Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly. Despite current struggles, Dow's strong balance sheet and strategic partnerships position it well for a cyclical rebound, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
Dow: Don't Buy Yet
Summary Dow's stock has been declining since April 2024 due to challenging macro conditions, weak earnings, and removal from the Dow Jones index. Elevated capital expenditures are forecasted until 2027, straining the balance sheet, while earnings remain insufficient to cover both capex and shareholder returns. Reversal of globalization and weak demand in key markets like Europe and China further complicate Dow's earnings outlook, necessitating asset sales or debt. Despite a clear management plan, the current economic conditions and financial strain warrant patience, with potential risks to dividend sustainability and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Dow Is A Buy For The Very Patient
Summary Dow Inc. shares have dropped 25% in three months, but the stock has value due to its strategic supply chain role and decent dividend. Dow's three main segments—Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coating—are crucial for various industries, making it a key economic player. Despite soft demand and macroeconomic risks, Dow's balance sheet can support its 7% dividend, with potential mid-term earnings growth from ongoing projects. Dow offers a potential 14% CAGR by 2028, but due to economic volatility, it should be a small part of a diversified portfolio. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Dow: A 6% Dividend Yield Opportunity As Materials Giant Remains Undervalued (Upgrade)
Summary Dow Inc. gets upgraded to a buy from my prior sell rating, as its 6% dividend yield and undervaluation present an opportunity. Although it has weak revenue and earnings forecasts, DOW could see an upside from future growth in the construction and data-center segments. The firm has investment-grade ratings from top agencies like Fitch. Trading at a 1-year low price and 20% below its 200-day SMA, it presents a nice potential upside and price appreciation, should future earnings beat estimates. The continued risk of environmental contamination issues could pose a future downside risk of lawsuits, negative press, and fines. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Dow: Portfolio Optimization Ahead, Buy Reiterated
Summary Dow's portfolio continues to evolve, and we positively view the company's EU asset optimization. Investor sentiment on chemicals appears to be near a low point. The company offers downside protection thanks to a solid balance sheet and supportive shareholders' remuneration. DOW's strategic investments in high-growth businesses are expected to drive multi-year earnings growth. Our buy is confirmed. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$3b |
| Dec 31 2025 | US$19m | US$2m | -US$3b |
| Sep 30 2025 | n/a | n/a | -US$1b |
| Jun 30 2025 | n/a | n/a | -US$994m |
| Mar 31 2025 | n/a | n/a | US$281m |
| Dec 31 2024 | US$19m | US$2m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$21m | US$2m | US$578m |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$19m | US$2m | US$5b |
| Sep 30 2022 | n/a | n/a | US$6b |
| Jun 30 2022 | n/a | n/a | US$7b |
| Mar 31 2022 | n/a | n/a | US$7b |
| Dec 31 2021 | US$25m | US$2m | US$6b |
| Sep 30 2021 | n/a | n/a | US$6b |
| Jun 30 2021 | n/a | n/a | US$4b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$22m | US$2m | US$1b |
| Sep 30 2020 | n/a | n/a | -US$2b |
| Jun 30 2020 | n/a | n/a | -US$2b |
| Mar 31 2020 | n/a | n/a | -US$2b |
| Dec 31 2019 | US$16m | US$1m | -US$2b |
보상 대 시장: Jim의 총 보수(USD19.08M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.60M)보다 높습니다.
보상과 수익: Jim의 보상은 회사가 적자임에도 증가했습니다.
CEO
Jim Fitterling (64 yo)
7.8yrs
재임 기간
US$19,078,777
보수
Mr. James R. Fitterling, also known as Jim, serves as an Independent Director at 3M Company since February 5, 2021 and has been it's Lead Independent Director since April 03, 2024. He has been Chief Execut...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | US$19.08m | 0.043% $ 10.3m | |
| Chief Financial Officer | 2.7yrs | US$6.08m | 0.00015% $ 35.6k | |
| Chief Operating Officer | 1.5yrs | US$7.17m | 0.0088% $ 2.1m | |
| General Counsel & Corporate Secretary | 7.2yrs | US$4.86m | 0.011% $ 2.6m | |
| Executive Officer | less than a year | US$4.74m | 0.021% $ 4.9m | |
| Chief Technology & Sustainability Officer | 4.2yrs | 데이터 없음 | 0.0061% $ 1.4m | |
| Chief Information & Digital Officer | 1.4yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Corporate Development | 2.4yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources Officer | 3.6yrs | 데이터 없음 | 0.0021% $ 494.1k | |
| Senior Vice President of Operations | no data | US$4.08m | 0.0088% $ 2.1m | |
| President of Performance Materials & Coatings and Executive Oversight of Asia Pacific | 2.2yrs | 데이터 없음 | 0.00074% $ 175.8k |
2.5yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: DOW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman & CEO | 7.8yrs | US$19.08m | 0.043% $ 10.3m | |
| Independent Director | 23.4yrs | US$355.01k | 0.0095% $ 2.3m | |
| Independent Director | 8.4yrs | US$330.01k | 0.00024% $ 57.0k | |
| Independent Lead Director | 11.4yrs | US$400.01k | 0.0031% $ 729.3k | |
| Independent Director | 8.4yrs | US$330.01k | 0.0036% $ 860.0k | |
| Independent Director | 6.8yrs | US$350.01k | 0.00018% $ 42.8k | |
| Independent Director | 4.2yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$330.01k | 0.0015% $ 361.1k | |
| Independent Director | 5.2yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 8.4yrs | US$350.01k | 0.00052% $ 123.5k | |
| Independent Director | 6.2yrs | US$330.01k | 0% $ 0 | |
| Independent Director | 5.2yrs | US$330.01k | 0.00037% $ 87.9k |
7.3yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: DOW의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/17 09:05 |
| 종가 | 2026/06/17 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 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 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Dow Inc.는 34명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| null null | Argus Research Company |
| Michael Leithead | Barclays |