Costamare 경영진
경영진 기준 점검 1/4
현재 CEO에 대한 정보가 충분하지 않습니다.
핵심 정보
Konstantinos Konstantakopoulos
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | 18.3yrs |
| CEO 지분 보유율 | 25.8% |
| 경영진 평균 재임 기간 | 데이터 없음 |
| 이사회 평균 재임 기간 | 16.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 20
CMRE: Higher Fair Value Will Hinge On Richer Future P/E Assumptions
Analysts have raised their fair value estimate for Costamare from $18 to $21, citing adjustments to discount rates, revenue and margin assumptions, as well as updated future P/E expectations reflected in recent upgrades from multiple research firms. Analyst Commentary Recent research updates focus less on short term trading calls and more on how Costamare might execute against current expectations embedded in the new fair value estimate.내러티브 업데이트 • Apr 26
CMRE: Fair Value Will Depend On Softer Margins And Ongoing Buyback Pause
Analysts have lifted their Costamare fair value estimate from $17 to $18, pointing to slightly less severe expected revenue contraction, a lower projected profit margin, and a higher assumed future P/E multiple as key drivers behind the updated price target view. What's in the News Costamare reports that from January 1, 2025 to March 31, 2025 it repurchased 0 shares for $0 under its existing buyback program, with total completed repurchases standing at 11,004,510 shares, or 8.93%, for $120.09 million (Key Developments).내러티브 업데이트 • Apr 11
CMRE: Fair Value Will Rely On Stable Margins And Paused Buybacks
Analysts have maintained Costamare's fair value estimate at $17.00, with only minimal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a broadly unchanged view on the stock's risk and earnings profile.Seeking Alpha • Apr 01
Costamare: Protected In The Near Term, Pressured In The Medium Term
Summary Costamare appears stable due to a $3.5B revenue backlog and high fleet utilization, but underlying cyclicality persists. CMRE's growth supercycle has ended; future returns hinge on normalized charter rates and global trade, with limited upside and downside. Revenue is heavily concentrated, with 75% from the top five customers, amplifying renegotiation and default risks in adverse conditions. I give a Hold rating: backlog and dividends provide near-term support, but total return (~-2%) is unattractive for new positions. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 28
CMRE: Fair Value Will Depend On Stable Margins And Disciplined Buybacks
Analysts have kept their fair value estimate for Costamare steady at $17.00, reflecting largely unchanged assumptions on the discount rate, revenue trend, profit margin, and forward P/E that together support an unchanged price target narrative. What's in the News Costamare reported that from January 1, 2025 to March 31, 2025, it repurchased 0 shares for $0 million, with cumulative buybacks under the December 1, 2021 program at 11,004,510 shares, or 8.93%, for $120.09 million (Key Developments).내러티브 업데이트 • Mar 13
CMRE: Steady Fair Value Will Rely On Stable Margins And P/E
Analysts have maintained their $17.00 price target for Costamare, citing only minor adjustments to assumptions, including a slightly lower discount rate and nearly identical long-term revenue, margin, and P/E inputs. Valuation Changes Fair Value: $17.00 remains unchanged, with the updated model keeping the same headline valuation level.내러티브 업데이트 • Feb 26
CMRE: Higher Fair Value Will Balance Margin Compression And Richer Future P/E
Analysts have lifted their Costamare price target from $12.50 to $17.00, citing updated assumptions on revenue contraction, profit margins and a higher future P/E multiple as key drivers of the change. Valuation Changes Fair Value: raised from $12.50 to $17.00, representing a sizeable upward revision in the estimated equity value per share.내러티브 업데이트 • Feb 08
CMRE: Lower Required Returns Will Likely Expose Earnings To Multiple Compression
Analysts have trimmed their price target on Costamare to US$12.50 from US$12.50. This reflects slightly lower assumed discount rates and a modestly reduced forward P/E multiple, while keeping fair value estimates unchanged.내러티브 업데이트 • Jan 25
CMRE: Elevated Leverage Will Likely Restrain Benefits From Recent Earnings Beat
Analysts have lifted their Costamare price target to $12 from $11, reflecting stronger than expected Q3 revenue and leasing income, while still pointing to higher debt levels and lower free cash flow relative to peers as reasons for a more measured stance. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 beat as evidence that Costamare is executing well on both its containership fleet operations and its leasing platform.내러티브 업데이트 • Jan 11
CMRE: Elevated Leverage Will Likely Limit Benefits From Q3 Earnings Beat
Narrative Update on Costamare Analysts have lifted their price target on Costamare by US$1 to US$12, citing a Q3 earnings beat driven by stronger than expected revenues from the containership fleet and income from the leasing platform, while still pointing to relatively higher debt levels and lower free cash flow generation compared with peers. Analyst Commentary Recent research points to a balanced view on Costamare, with some analysts highlighting the earnings beat and others focusing on the capital structure and cash generation profile.분석 기사 • Jan 05
Costamare (NYSE:CMRE) Has Announced A Dividend Of $0.115
Costamare Inc. ( NYSE:CMRE ) has announced that it will pay a dividend of $0.115 per share on the 5th of February. This...내러티브 업데이트 • Dec 25
CMRE: Elevated Leverage Will Likely Cap Benefits From Containership And Leasing Strength
Analysts have nudged their price target on Costamare up by $1 to $12, citing stronger than expected contributions from the containership fleet and leasing platform, while noting the company still carries relatively higher debt and weaker free cash flow than peers. Analyst Commentary Analysts describe the latest price target increase as a measured recognition of Costamare's execution, rather than a shift to an outright bullish stance.내러티브 업데이트 • Dec 11
CMRE: Elevated Leverage Will Constrain Benefits From Containership And Leasing Outperformance
Analysts have modestly raised their price target on Costamare to $12.50 from $12.25, citing stronger than expected revenue and income from its containership fleet and leasing platform, despite ongoing concerns about higher leverage and comparatively weaker free cash flow. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 revenue and income beat from the containership fleet and leasing platform as evidence that Costamare is executing well against expectations.내러티브 업데이트 • Nov 27
CMRE: Elevated Debt Burden Will Suppress Earnings Despite Recent Revenue Beat
Analysts have increased their price target for Costamare from $11.15 to $12.25 per share, citing stronger-than-expected quarterly results and improved revenue performance. They continue to note concerns regarding the company's higher debt levels and weaker free cash flow relative to peers.분석 기사 • Nov 11
Costamare Inc. (NYSE:CMRE) Stock Rockets 29% But Many Are Still Ignoring The Company
The Costamare Inc. ( NYSE:CMRE ) share price has done very well over the last month, posting an excellent gain of 29...내러티브 업데이트 • Nov 06
CMRE: Elevated Debt Ratios Will Weigh On Future Earnings Momentum
Analysts have raised their price target on Costamare by $0.50 to $11.15, citing stronger-than-expected containership revenues and improved leasing income. This comes despite higher debt ratios compared to peers.내러티브 업데이트 • Oct 23
Analysts Lift Costamare Price Target Amid Improved Margins and Positive Growth Outlook
Analysts have raised their price target for Costamare from $10.15 to $10.65, citing improved profit margin forecasts and a more favorable growth outlook as supporting factors for the upward revision. What's in the News Costamare Inc.분석 기사 • Oct 05
Costamare (NYSE:CMRE) Is Due To Pay A Dividend Of $0.115
Costamare Inc. ( NYSE:CMRE ) has announced that it will pay a dividend of $0.115 per share on the 6th of November. The...분석 기사 • Sep 18
Costamare (NYSE:CMRE) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Apr 04
Should You Investigate Costamare Inc. (NYSE:CMRE) At US$9.54?
Costamare Inc. ( NYSE:CMRE ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • Jan 25
These 4 Measures Indicate That Costamare (NYSE:CMRE) Is Using Debt Extensively
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jan 03
Should You Think About Buying Costamare Inc. (NYSE:CMRE) Now?
While Costamare Inc. ( NYSE:CMRE ) might not have the largest market cap around , it received a lot of attention from a...Seeking Alpha • Dec 10
Costamare: Attractive Valuations And A 3.5% Dividend Yield
Summary Initiating coverage on Costamare with a "Buy" rating and an 18–24 month horizon due to attractive valuation and sustainable dividends. Strong fundamentals: robust liquidity, healthy credit metrics, and significant order backlog support the bull thesis and dividend sustainability. Market conditions: macroeconomic headwinds and geopolitical tensions impact rates, but expansionary monetary policies and strong chartering activity provide growth potential. Risks include a deeper global economic slowdown and easing geopolitical tensions, but CMRE's strong fundamentals mitigate these concerns. Read the full article on Seeking Alpha분석 기사 • Nov 19
We Like These Underlying Return On Capital Trends At Costamare (NYSE:CMRE)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • Oct 24
Costamare (NYSE:CMRE) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Oct 05
Costamare Inc.'s (NYSE:CMRE) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 5.2x Costamare Inc. ( NYSE:CMRE ) may be sending very bullish signals at...
새로운 내러티브 • Sep 24
Overcapacity And Market Volatility Threaten Shipping Giant's Financial Stability
Expansion into larger dry bulk vessels indicates a push for fleet profitability amidst high capital costs and market volatility risks.분석 기사 • Sep 14
Is There Now An Opportunity In Costamare Inc. (NYSE:CMRE)?
Costamare Inc. ( NYSE:CMRE ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • Aug 23
An Intrinsic Calculation For Costamare Inc. (NYSE:CMRE) Suggests It's 43% Undervalued
Key Insights Costamare's estimated fair value is US$23.55 based on 2 Stage Free Cash Flow to Equity Current share price...Seeking Alpha • Aug 04
Costamare: Potential Bagger, But I Haven't Bought Shares Yet
Summary Higher charter rates and fleet expansion in Q2 2024 increased significantly their voyage revenue and net income. Costamare's strategic initiatives in the next three years, and strong liquidity position, build up my conviction in their long-term growth potential. I believe the company is undervalued based on financial ratios and recent growth, but I anticipate a short-term share price decline. I rate the stock as a Hold, awaiting share price stabilization and potential buybacks before entering a long position. Read the full article on Seeking Alpha분석 기사 • Jul 18
Costamare (NYSE:CMRE) Will Pay A Dividend Of $0.115
Costamare Inc. ( NYSE:CMRE ) will pay a dividend of $0.115 on the 6th of August. This means the annual payment will be...분석 기사 • Jul 04
Costamare (NYSE:CMRE) Is Paying Out A Dividend Of $0.115
Costamare Inc.'s ( NYSE:CMRE ) investors are due to receive a payment of $0.115 per share on 6th of August. This...분석 기사 • Jun 16
Is Costamare (NYSE:CMRE) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • May 29
Costamare Inc. (NYSE:CMRE) Stock Catapults 28% Though Its Price And Business Still Lag The Market
The Costamare Inc. ( NYSE:CMRE ) share price has done very well over the last month, posting an excellent gain of 28...CEO
Konstantinos Konstantakopoulos (56 yo)
18.3yrs
재임 기간
Mr. Konstantinos V. Konstantakopoulos has been the Chairman and Chief Executive Officer of Costamare Partners GP LLC, the General Partner of Costamare Partners LP since August 04, 2014. Mr. Konstantakopoul...
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman & CEO | 18.3yrs | 데이터 없음 | 25.85% $ 512.5m | |
| CFO & Director | 16.3yrs | 데이터 없음 | 0.050% $ 982.5k | |
| Independent Director | 16.3yrs | 데이터 없음 | 데이터 없음 | |
| Director | 18.3yrs | 데이터 없음 | 0.035% $ 689.7k | |
| Independent Director | 16.3yrs | 데이터 없음 | 0.0077% $ 151.9k |
16.3yrs
평균 재임 기간
56yo
평균 나이
경험이 풍부한 이사회: CMRE의 이사회는 노련하고 경험이 풍부합니다(평균 재임 16.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 02:55 |
| 종가 | 2026/05/26 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 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석가 소스
Costamare Inc.는 11명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Garrett Chase | Barclays |
| Donald McLee | Berenberg |
| Kenneth Hoexter | BofA Global Research |