Acerinox Beheer
Beheer criteriumcontroles 2/4
De CEO Acerinox is Bernardo Velazquez Herreros, benoemd in Jul2010, heeft een ambtstermijn van 16.08 jaar. bezit rechtstreeks 0.05% van de aandelen van het bedrijf, ter waarde € 2.26M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.1 jaar en 8.8 jaar.
Belangrijke informatie
Bernardo Velazquez Herreros
Algemeen directeur
n/a
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 16.1yrs |
| Eigendom CEO | 0.05% |
| Management gemiddelde ambtstermijn | 2.1yrs |
| Gemiddelde ambtstermijn bestuur | 8.8yrs |
Recente managementupdates
Recent updates
Nieuw narratief • Aug 10
Trade Barriers And HPA Expansion Will Drive Long-Term Stainless Steel Upside
Catalysts About Acerinox Acerinox is a global producer of stainless steel and high performance alloys with operations in the United States, Europe and South Africa. What are the underlying business or industry changes driving this perspective?
Narratiefupdate • Aug 10
ACX: Strong Earnings And Higher Street Views Will Likely Cap Near-Term Upside
Acerinox's analyst fair value estimate has shifted from €13.60 to €14.40 as analysts factor in a series of higher price targets and updated views on medium term prospects for the shares. Analyst Commentary Recent research updates on Acerinox show a mix of optimism on upside potential and a clear pocket of caution on execution and valuation risks.Analyse-artikel • Jul 29
Acerinox, S.A. (BME:ACX) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 9.4% to close at €18.06 following the...
Narratiefupdate • Jul 27
ACX: Recovery Execution And Margin Delivery Will Shape Balanced Future Upside
The analyst price target for Acerinox has moved from €14.38 to €17.47 as analysts factor in updated views on revenue growth, margins and P/E assumptions, along with a series of recent target increases from major banks across both bullish and cautious ratings. Analyst Commentary Recent research on Acerinox highlights a split view, with several bullish analysts lifting price targets in the €15 to €18.40 range while more cautious voices adjust targets upward but maintain restrained ratings.Nieuw narratief • Jul 27
Future Trade Measures And HPA Expansions Will Likely Strain Margins And Earnings
Catalysts About Acerinox Acerinox is a global producer of stainless steel and high performance alloys with operations in the United States, Europe and South Africa. What are the underlying business or industry changes driving this perspective?Analyse-artikel • May 13
Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results
Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...Narratiefupdate • Mar 10
ACX: Rising Revenue Assumptions Will Test Execution Risks And Support Upside Potential
The analyst price target for Acerinox has been nudged higher to €14.38 from €14.24, as analysts factor in updated assumptions on revenue growth, margins and valuation that accompany recent price target revisions from major firms. Analyst Commentary Recent research updates on Acerinox show a mix of cautious and more constructive views, with price targets moved higher but ratings still reflecting differing expectations on execution and valuation risk.Narratiefupdate • Feb 23
ACX: Mixed Rating Shifts Will Test Earnings Resilience And Fairly Valued Outlook
Analysts have nudged their Acerinox price target slightly higher to €14.24, reflecting fine tuning of discount rate and P/E assumptions following mixed recent research that included both a downgrade and a small €1 upward revision from the Street. Analyst Commentary Recent commentary around Acerinox reflects a split view, with one firm such as JPMorgan turning more cautious while others fine tune their models and lift fair value estimates.Analyse-artikel • Feb 16
Here's Why Acerinox (BME:ACX) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narratiefupdate • Feb 08
ACX: Mixed Rating Shifts Will Test Margin Resilience And Fairly Valued Outlook
The analyst price target on Acerinox has been adjusted slightly, with fair value moving from €14.28 to €14.24 as analysts factor in updated assumptions on growth, profitability and P/E multiples following recent mixed research that includes both target increases and reductions. Analyst Commentary Recent research on Acerinox reflects a mix of optimism and caution, which helps explain why the consolidated fair value estimate is only slightly lower at €14.24.Narratiefupdate • Jan 23
ACX: Margin Resilience And Cost Control Will Guide Balanced Fairly Valued Outlook
Analysts have increased Acerinox's fair value estimate to €14.28 from €13.92, reflecting recent Street price target revisions that include both small reductions and a €1 target increase at one firm. Analyst Commentary Recent research opinions on Acerinox present a mix of optimism and caution, which helps explain why the updated fair value estimate sits close to, but not far from, the range of published price targets.Narratiefupdate • Jan 09
ACX: Margin Resilience And Cost Control Will Shape Balanced Medium Term Outcomes
Narrative Update on Acerinox The updated analyst price target for Acerinox edges up to about €13.92 from €13.84, as analysts factor in recent target revisions around €13.70 and €11, alongside modest tweaks to fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street commentary on Acerinox centers on modest downward revisions to published price targets, with views split between more optimistic and more cautious takes on execution and valuation risk.Narratiefupdate • Dec 19
ACX: Margin Resilience And Cost Control Will Support Medium Term Upside Potential
Acerinox's analyst price target has been nudged higher to EUR 13.84 from roughly EUR 13.77, as analysts point to slightly improved fair value and profit margin expectations despite recent target trims at major banks. Analyst Commentary Recent research updates reflect a mixed but generally supportive stance on Acerinox, as modest target cuts coexist with an overall upward drift in consensus fair value estimates.Narratiefupdate • Dec 05
ACX: Future Margin Stability Will Support Medium Term Shareholder Returns
The analyst price target for Acerinox has been trimmed slightly, with fair value easing from EUR 13.56 to EUR 13.77 as analysts factor in marginally higher discount rates while still acknowledging modestly improving growth and profitability metrics reflected in updated revenue growth, profit margin, and forward P E assumptions. Analyst Commentary Recent Street research reflects a more nuanced stance on Acerinox, with modest target cuts aligning valuations more closely with updated growth and execution expectations rather than signaling a fundamental change in the investment case.Analyse-artikel • Nov 29
Acerinox, S.A.'s (BME:ACX) Intrinsic Value Is Potentially 45% Above Its Share Price
Key Insights Acerinox's estimated fair value is €17.62 based on 2 Stage Free Cash Flow to Equity Acerinox's €12.17...Narratiefupdate • Nov 21
ACX: Improved Revenue Outlook Will Drive Future Shareholder Returns
Narrative Update on Acerinox The analyst price target for Acerinox has seen a slight increase, rising by EUR 0.06 to EUR 13.56. Analysts reflect updated forecasts for modestly higher revenue growth and stable market conditions.Narratiefupdate • Nov 05
ACX: Stronger Profit Margin Will Support A Positive Earnings Outlook
Analysts have raised their price target for Acerinox from €13.31 to €13.49. This reflects modest optimism based on slight improvements in projected profit margin and future earnings multiples, despite a lowered revenue growth outlook.Analyse-artikel • Oct 28
Acerinox, S.A.'s (BME:ACX) Price In Tune With Earnings
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 17x, you may consider...Narratiefupdate • Oct 22
Analysts Revise Acerinox Price Target as Market Outlook and Valuation Expectations Shift
Acerinox's analyst price target has been revised downward from €13.39 to €13.31. This change reflects slightly lower fair value estimates as analysts moderate expectations amid increasingly conservative industry forecasts.Narratiefupdate • Oct 08
Tariff Clarity And Sustainable Demand Will Shape Stainless Steel Future
The analyst price target for Acerinox has been revised upward from €13.04 to €13.39. Analysts cite updated forecasts for revenue growth and discount rate, while also noting recent mixed target adjustments from major banks.
Nieuw narratief • Feb 09
Haynes Acquisition And Europa Plant Revamp Will Boost Future Market Expansion
Completion of the Haynes acquisition and Bahru Stainless sale are poised to enhance future revenue, EBITDA, and net earnings through market expansion and accounting gains.CEO
Bernardo Velazquez Herreros (62 yo)
16.1yrs
Tenure
€1,121,000
Compensatie
Mr. Bernardo Velazquez Herreros has been the Chief Executive Officer of Acerinox, S.A. since July 2010. Mr. Herreros served as Managing Director of Acerinox, S.A. from 2007 to July 2010. Mr. Velázquez Herr...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Executive Director | 16.1yrs | €1.12m | 0.050% € 2.3m | |
| Chief Financial Officer | 2.6yrs | geen gegevens | geen gegevens | |
| Investor Relations | no data | geen gegevens | geen gegevens | |
| Compliance Director | no data | geen gegevens | geen gegevens | |
| General Counsel | no data | geen gegevens | geen gegevens | |
| Human Resources Director | no data | geen gegevens | geen gegevens | |
| Chief Corporate Officer | no data | geen gegevens | geen gegevens | |
| Chief Strategy Officer | 1.6yrs | geen gegevens | geen gegevens | |
| Director of Sustainability | no data | geen gegevens | geen gegevens | |
| Chief Development Officer | 2.6yrs | geen gegevens | geen gegevens | |
| Chief Operating Officer of Columbus Stainless | 1.6yrs | geen gegevens | geen gegevens | |
| Chief Operating Officer of Haynes International | 1.6yrs | geen gegevens | geen gegevens |
2.1yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ACX wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.1 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Executive Director | 16.6yrs | €1.12m | 0.050% € 2.3m | |
| External Proprietary Director | 24.3yrs | €81.00k | geen gegevens | |
| Lead Independent Director | 11.8yrs | €91.00k | geen gegevens | |
| External Independent Director | 3.3yrs | geen gegevens | geen gegevens | |
| External Independent Director | 8.8yrs | €74.00k | geen gegevens | |
| External Proprietary Director | 9.7yrs | geen gegevens | geen gegevens | |
| External Independent Director | 9.6yrs | geen gegevens | geen gegevens | |
| Chairman of the Board | 4.3yrs | geen gegevens | 0.010% € 451.2k | |
| External Independent Director | 6.6yrs | geen gegevens | geen gegevens | |
| External Independent Director | 6.6yrs | geen gegevens | geen gegevens | |
| External Independent Director | 1.3yrs | geen gegevens | geen gegevens |
8.8yrs
Gemiddelde duur
62.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ACX wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/16 11:01 |
| Aandelenkoers aan het einde van de dag | 2026/08/14 00:00 |
| Inkomsten | 2026/06/30 |
| 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 |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u 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
Acerinox, S.A. wordt gevolgd door 27 analisten. 12 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 |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Robert Jackson | Banco Santander |
| Alessandro Abate | Berenberg |