Hapag-Lloyd Beheer
Beheer criteriumcontroles 3/4
Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Rolf E. Jansen
Algemeen directeur
€4.4m
Totale compensatie
| Percentage CEO-salaris | 22.95% |
| Dienstverband CEO | 12.1yrs |
| Eigendom CEO | n/a |
| Management gemiddelde ambtstermijn | 6.5yrs |
| Gemiddelde ambtstermijn bestuur | 9yrs |
Recente managementupdates
Recent updates
HLAG: ZIM Deal And Slower Fleet Expansion Will Shape Future Returns
Analysts have trimmed their average Hapag-Lloyd price target slightly, with small cuts from banks such as Citi and Berenberg offset by a higher €149 target from an upgraded Hold rating. This reflects mixed views on the impact of slowing fleet growth and the proposed ZIM acquisition.HLAG: ZIM Acquisition Risk And Compressed Margins Will Limit Future Upside
Analysts have trimmed Hapag-Lloyd's fair value estimate to €100 from €104.18, linking the modest shift to updated assumptions on discount rate, revenue growth and margins. They also highlighted recent research that points to slower fleet growth and the ZIM acquisition as key factors shaping the refreshed price views.
HLAG: ZIM Acquisition Progress Will Support Earnings Resilience And Re Rating
The analyst fair value estimate for Hapag-Lloyd has increased from €130 to €145, reflecting updated views on revenue growth, profitability and the P/E ratio, and citing factors such as slower fleet growth and the planned ZIM acquisition as key supports for the higher price target. Analyst Commentary Recent research points to a more constructive tone around Hapag-Lloyd, with several bullish analysts highlighting specific catalysts that they see as supportive for the updated fair value estimate of €145.HLAG: ZIM Deal Uncertainty And Slower Fleet Expansion Will Restrict Future Upside
Narrative Update: Hapag-Lloyd The analyst price target for Hapag-Lloyd moves from €100.14 to €104.18. Analysts point to slowing fleet growth and the proposed ZIM acquisition, along with its perceived execution profile, as key supports for the revised view.HLAG: ZIM Deal Uncertainty Will Outweigh Benefits From Methanol Fleet Renewal
Analysts have lowered their Hapag-Lloyd price target by €1, reflecting slightly revised assumptions for the discount rate, revenue growth and profit margin following recent deal-related commentary and sector research. Analyst Commentary Recent Street research around the proposed ZIM Integrated acquisition has given investors more detail on how some bullish analysts are thinking about Hapag-Lloyd's risk and reward profile.HLAG: Methanol-Focused Fleet Renewal Will Support Margins Despite Revenue Headwinds
Analysts have trimmed their price targets on Hapag-Lloyd, with recent cuts of €1 and a move from €132 to €120. This reflects more cautious expectations on revenue trends, even as updated assumptions point to a higher profit margin and a lower future P/E multiple.HLAG: Lowered Price Outlook Will Limit Upside Despite Planned Greener Fleet Expansion
Analysts have trimmed their price target for Hapag-Lloyd to €120 from €132, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together point to a more cautious outlook for the shares. Analyst Commentary Recent research points to a more measured stance on Hapag-Lloyd, with the revised €120 price target and a Hold rating signalling that analysts see a balance of upside and downside risks at current levels.Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?
Jan 26
HLAG: Higher Required Returns Will Restrain Overvalued Shares Despite New Green Fleet Plans
Analysts have reduced their fair value estimate for Hapag-Lloyd by about €3 per share, bringing it in line with a lowered Street price target of €120 and reflecting updated views on discount rates, revenue trends and expected P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts view the updated €120 target as broadly consistent with current assumptions on discount rates and P/E levels, suggesting the stock is closer to what they see as fair value after recent model adjustments.Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Price Is Right But Growth Is Lacking
Jan 11
HLAG: Lowered Fair Value Will Limit Upside Despite Efficiency Investments
Analysts have trimmed their price target on Hapag-Lloyd, with one recent Street target moving to €120 from €132. This reflects updated assumptions around a fair value of €65, a revised discount rate of 5.52%, adjusted revenue expectations, and a lower future P/E of 8.77x supported by higher projected profit margins of 8.43%.HLAG: Revenue Headwinds Will Be Balanced By Margin And Brazil Terminal Upside
Analysts have reduced their price target on Hapag-Lloyd from EUR 140 to EUR 130, reflecting a more cautious outlook on revenue growth, partially offset by expectations for improved profit margins and a lower future P/E multiple. Analyst Commentary Bullish analysts note that the recent reduction in price targets largely reflects a recalibration of medium term expectations rather than a fundamental shift in the company’s long term earnings power.HLAG: Rising Discount Rate Will Limit Shares As Sector Pressures Mount
Analysts have lowered their price target for Hapag-Lloyd from €132 to €120, citing slightly weaker growth forecasts and an uptick in the discount rate as key factors in the revision. Analyst Commentary Recent updates from street research reflect mixed perspectives on Hapag-Lloyd's outlook following the updated price target.HLAG: Weaker Earnings Momentum Will Weigh On Shares Amid Ongoing Market Softness
Analysts have reduced their price target for Hapag-Lloyd, with levels now ranging from EUR 92 to EUR 132. They cite recent earnings results and updated company forecasts as key factors for the adjustment.Is Hapag-Lloyd Aktiengesellschaft (ETR:HLAG) Expensive For A Reason? A Look At Its Intrinsic Value
Nov 04HLAG: Shipping Rates And Demand Uncertainty Will Drive Shares Lower
Analysts have slightly revised their price targets downward for Hapag-Lloyd, with fair value estimates trimming from approximately €107.09 to €104.91. This adjustment is due to model updates and cautious outlooks following recent earnings.Container Shipping Demands Will Exacerbate Margin Compression
Analysts have lowered their price targets for Hapag-Lloyd, with notable reductions including EUR 132 from EUR 170 and EUR 92 from EUR 93. These changes are due to adjustments to models following the company's second-quarter results and updated earnings expectations.Container Shipping Demands Will Exacerbate Margin Compression
Hapag-Lloyd's analyst price target has been adjusted downward, with recent updates reflecting a modest decrease. This change is driven by analysts responding to updated financial models and ongoing sector headwinds.Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Earnings Are Not Doing Enough For Some Investors
Oct 02Does Hapag-Lloyd (ETR:HLAG) Have A Healthy Balance Sheet?
Sep 16What Is Hapag-Lloyd Aktiengesellschaft's (ETR:HLAG) Share Price Doing?
Sep 01Container Shipping Demands Will Exacerbate Margin Compression
Despite a slight improvement in revenue growth forecasts, a modest reduction in Hapag-Lloyd’s future P/E ratio has contributed to the consensus analyst price target decreasing from €112.00 to €108.55. What's in the News Hapag-Lloyd raised its 2025 earnings guidance, now expecting Group EBIT of USD 0.25 to 1.25 billion (EUR 0.2 to 1.1 billion).Hapag-Lloyd Aktiengesellschaft Just Beat Revenue By 9.6%: Here's What Analysts Think Will Happen Next
Aug 17We Like These Underlying Return On Capital Trends At Hapag-Lloyd (ETR:HLAG)
Aug 12A Look At The Intrinsic Value Of Hapag-Lloyd Aktiengesellschaft (ETR:HLAG)
Jul 20Hapag-Lloyd (ETR:HLAG) Seems To Use Debt Rather Sparingly
Jun 02Earnings Miss: Hapag-Lloyd Aktiengesellschaft Missed EPS By 16% And Analysts Are Revising Their Forecasts
May 18
New Fleet And Gemini Network Challenge Margins But High Asia Demand Holds Promise
Elevated capital and operating expenses from ship purchases and regulatory compliance could strain cash flow and compress net margins, affecting near-term earnings.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | €910m |
| Sep 30 2025 | n/a | n/a | €2b |
| Jun 30 2025 | n/a | n/a | €2b |
| Mar 31 2025 | n/a | n/a | €3b |
| Dec 31 2024 | €4m | €1m | €2b |
| Sep 30 2024 | n/a | n/a | €1b |
| Jun 30 2024 | n/a | n/a | €764m |
| Mar 31 2024 | n/a | n/a | €1b |
| Dec 31 2023 | €3m | €1m | €3b |
| Sep 30 2023 | n/a | n/a | €6b |
| Jun 30 2023 | n/a | n/a | €11b |
| Mar 31 2023 | n/a | n/a | €15b |
| Dec 31 2022 | €3m | €850k | €17b |
| Sep 30 2022 | n/a | n/a | €17b |
| Jun 30 2022 | n/a | n/a | €15b |
| Mar 31 2022 | n/a | n/a | €12b |
| Dec 31 2021 | €3m | €800k | €9b |
| Sep 30 2021 | n/a | n/a | €6b |
| Jun 30 2021 | n/a | n/a | €3b |
| Mar 31 2021 | n/a | n/a | €2b |
| Dec 31 2020 | €3m | €750k | €927m |
| Sep 30 2020 | n/a | n/a | €605m |
| Jun 30 2020 | n/a | n/a | €503m |
| Mar 31 2020 | n/a | n/a | €292m |
| Dec 31 2019 | €2m | €750k | €362m |
Compensatie versus markt: De totale vergoeding ($USD 5.10M ) Rolf E. } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de German markt ($USD 5.68M ).
Compensatie versus inkomsten: De beloning van Rolf E. is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Rolf E. Jansen (59 yo)
12.1yrs
Tenure
€4,357,300
Compensatie
Mr. Rolf E. Habben Jansen has been the Chief Executive Officer and Chairman of the Executive Board at Hapag-Lloyd Aktiengesellschaft since July 1, 2014 and its Member of Executive Board since joining in Ap...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman of the Executive Board & CEO | 12.1yrs | €4.36m | geen gegevens | |
| CFO, Chief Procurement Officer & Member of Executive Board | 6.5yrs | €3.04m | geen gegevens | |
| COO & Member of Executive Board | 7yrs | €2.79m | geen gegevens | |
| CHRO, Chief Information Officer | 4.3yrs | €2.04m | geen gegevens | |
| Chief Terminal & Infrastructure Officer and Member of Executive Board | 2.3yrs | €840.20k | geen gegevens | |
| Employee Representative Member of Supervisory Board & Second Engineer Officer | 9.3yrs | €123.50k | geen gegevens | |
| Head of Fleet Management & Employee Representative Member of Supervisory Board | no data | €166.20k | geen gegevens | |
| MD of Treasury | no data | geen gegevens | geen gegevens | |
| General Counsel & Chief Compliance Officer | no data | geen gegevens | geen gegevens | |
| Senior Managing Director of Region Middle East | 2.3yrs | geen gegevens | geen gegevens |
6.5yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van HLAG is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Employee Representative Member of Supervisory Board & Second Engineer Officer | 7.2yrs | €123.50k | geen gegevens | |
| Head of Fleet Management & Employee Representative Member of Supervisory Board | 3.7yrs | €166.20k | geen gegevens | |
| Independent Member of Supervisory Board | 11.4yrs | €336.00k | geen gegevens | |
| Member of Supervisory Board | 4yrs | €96.00k | geen gegevens | |
| Chairman of Supervisory Board | 17.2yrs | €214.00k | geen gegevens | |
| Employee Representative Member of Supervisory Board | 2.5yrs | €15.00k | geen gegevens | |
| Second Vice Chairman of Supervisory Board | 11.4yrs | €222.00k | geen gegevens | |
| Employee Representative Member of Supervisory Board | 9.8yrs | €123.50k | geen gegevens | |
| Employee Representative First Deputy Chairman of Supervisory Board | 9.8yrs | €211.20k | geen gegevens | |
| Employee Representative Member of Supervisory Board | 8.9yrs | €138.70k | geen gegevens | |
| Independent Member of Supervisory Board | 8.3yrs | €126.00k | geen gegevens | |
| Independent Member of Supervisory Board | 9yrs | €142.00k | geen gegevens |
9.0yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van HLAG wordt beschouwd als ervaren (gemiddelde ambtstermijn 9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 16:00 |
| Aandelenkoers aan het einde van de dag | 2026/05/04 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Hapag-Lloyd Aktiengesellschaft wordt gevolgd door 20 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Marco Limite | Barclays |
| Benjamin Thielmann | Berenberg |
| Robert Joynson | BNP Paribas |