Acciona, S.A.

BME:ANA Voorraadrapport

Marktkapitalisatie: €13.9b

Acciona Beheer

Beheer criteriumcontroles 2/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Jose Entrecanales Domecq

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEO22.3yrs
Eigendom CEOn/a
Management gemiddelde ambtstermijn20.2yrs
Gemiddelde ambtstermijn bestuur8yrs

Recente managementupdates

Recent updates

Analyse-update May 01

ANA: Downgrade And Limited Catalysts Will Restrain Future Share Performance

Acciona's analyst price target remains unchanged at €183.47, as analysts point to only marginal adjustments to discount rate assumptions after a recent downgrade to Reduce. Analyst Commentary Recent research points to a more cautious stance on Acciona, with the unchanged €183.47 price target reflecting only limited tweaks to discount rate assumptions rather than a major shift in the fundamental view.
Analyse-update Apr 16

ANA: Higher Fair Value And Downgrade Will Constrain Future Equity Returns

Analysts have raised their fair value estimate for Acciona by about €9 to €183, reflecting revised assumptions on revenue growth, margins and a slightly lower discount rate, even as recent research includes both a higher price target and a rating downgrade. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of €183 as support for a more constructive view on Acciona's long term earnings power and project pipeline.
Analyse-update Apr 02

ANA: Future Margin Confidence Will Reflect Mixed Rating Shift And Stable Fair Value

Analysts keep the fair value estimate for Acciona steady at €225.0, with a small adjustment to the discount rate and updated views from recent research, including a downgrade to Reduce and a €10 increase in one price target, shaping the latest price target rationale. Analyst Commentary Recent research on Acciona shows a mix of views, with the fair value estimate held steady at €225.0 and opinions split on the near term share price path.
Analyse-update Mar 19

ANA: Mixed Rating Signals Will Shape Future Margin And Discount Rate Confidence

Acciona's analyst price target has shifted from €202.00 to €225.00, with analysts attributing this change to updated views on discount rates, profit margins and future P/E assumptions. Recent research has been mixed, including a downgrade to Reduce and a separate €10 increase in the price target.
Analyse-update Mar 05

ANA: Softer Earnings Outlook In 2026 Will Pressure Elevated P/E

Analysts have held their fair value estimate for Acciona at €125 while revising assumptions to reflect a lower discount rate, softer revenue expectations, slightly slimmer profit margins, and a marginally lower future P/E, influenced by a recent downgrade to Reduce and a higher price target from the Street. Analyst Commentary Recent Street research paints a more cautious picture around Acciona, even as the fair value estimate is held steady.
Analyse-update Feb 18

ANA: 2026 Earnings Cliff Fears Will Weigh On Future Returns

Analysts have raised their fair value estimate for Acciona from about €166.51 to roughly €174.88. This change reflects updated views on discount rates, margins and growth, following recent target revisions that include a higher price target from one firm and downgrades to Hold and Underperform from others.
Analyse-update Feb 04

ANA: Earnings Cliff In 2026 Will Undermine Raised P/E Assumptions

Analysts have raised their price expectations for Acciona by €10. They cite updated assumptions for the discount rate, revenue trends, profit margins and future P/E as the key drivers behind the new target.
Analyse-update Jan 21

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Higher Fair Value

Analysts have raised their fair value estimate for Acciona by €10 to €125, citing updated assumptions for revenue trends, profit margins, and a lower future P/E multiple, alongside recent mixed rating changes and price targets from the Street. Analyst Commentary Recent Street research on Acciona reflects a more cautious tone, with several bearish analysts tempering their expectations even as some price targets remain well above the latest fair value estimate of €125.
Analyse-artikel Jan 12

Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Analyse-update Jan 07

ANA: 2026 Earnings Cliff Fears Will Drive A More Cautious Outlook

Analysts have nudged their fair value estimate for Acciona up from €161.74 to €166.51, reflecting updated assumptions on discount rate, revenue trends, profit margin, and future P/E after recent downgrades and fresh price targets that highlight concerns about a potential earnings cliff in 2026 and a more cautious stance on the shares. Analyst Commentary Recent research has turned more cautious on Acciona, with two downgrades and price targets that sit close to, or below, the updated fair value estimate of €166.51.
Analyse-update Dec 19

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Raised Fair Value Estimate

Analysts have raised their fair value estimate for Acciona from EUR 105 to EUR 115, despite a higher discount rate and softer long-term margin assumptions. This reflects a more supportive view of the company’s earnings trajectory than implied by recent Street downgrades.
Analyse-update Dec 05

ANA: Downgrades And 2026 Earnings Cliff Fears Will Shape Outlook

Analysts have nudged their blended price target for Acciona modestly higher to about EUR 162 from roughly EUR 159, reflecting a slightly lower discount rate and marginally improved long term growth assumptions, even as recent downgrades flag an approaching earnings cliff and question how much growth is being priced into its concession assets. Analyst Commentary Street research has turned more cautious on Acciona, with a string of downgrades highlighting concerns about the durability of earnings beyond the current project cycle and the degree of growth already embedded in consensus expectations and valuation multiples.
Analyse-update Nov 20

ANA: Recent Downgrade and Rising Discount Rate Will Shape Earnings Outlook

Narrative Update: Acciona Analyst Price Target Revised Analysts have lowered their fair value estimate for Acciona from EUR 158.21 to EUR 159.10, reflecting a modest uptick. Recent Street research, however, cautions that market expectations for concession asset growth may be overly optimistic.
Analyse-update Nov 04

ANA: Concession Asset Optimism Will Face Downside Risk After Sell Rating

Narrative Update on Acciona Analysts have modestly raised Acciona's fair value estimate from €155.73 to €158.21. They cite expectations that the market is overestimating growth prospects for the company's concession assets.
Analyse-artikel Oct 29

Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Acciona, S.A.'s ( BME:ANA ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...
Analyse-update Oct 21

Analysts Debate Acciona’s Growth as Price Target Cut and Valuation Adjusted Amid Buyback

Narrative Update on Acciona Acciona's analyst price target has been reduced from €141 to €135, as analysts express caution about overly optimistic growth expectations for the company’s concession assets. Analyst Commentary Following the recent revision in Acciona's price target, analysts have shared a range of perspectives on the outlook for the company.
Analyse-artikel Sep 09

Acciona (BME:ANA) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyse-update Aug 27

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

With no significant changes in Acciona's key valuation metrics, including a stable consensus price target of €153.25, analyst sentiment and fair value remain essentially unchanged. Valuation Changes Summary of Valuation Changes for Acciona The Consensus Analyst Price Target remained effectively unchanged, at €153.25.
Analyse-artikel Aug 26

When Should You Buy Acciona, S.A. (BME:ANA)?

Today we're going to take a look at the well-established Acciona, S.A. ( BME:ANA ). The company's stock received a lot...
Analyse-artikel Jul 30

Is Now The Time To Put Acciona (BME:ANA) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyse-artikel Jul 15

Acciona, S.A.'s (BME:ANA) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think Acciona, S.A.'s ( BME:ANA ) price-to-earnings (or "P/E") ratio of 20x is worth a...
Analyse-artikel Jun 27

Acciona's (BME:ANA) Upcoming Dividend Will Be Larger Than Last Year's

Acciona, S.A. ( BME:ANA ) will increase its dividend from last year's comparable payment on the 10th of July to €4.25...
Analyse-artikel Jun 02

Acciona (BME:ANA) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyse-artikel May 18

Acciona (BME:ANA) Will Pay A Larger Dividend Than Last Year At €4.25

Acciona, S.A.'s ( BME:ANA ) dividend will be increasing from last year's payment of the same period to €4.25 on 10th of...
User avatar
Nieuwe analyse Mar 02

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

Acciona's strong infrastructure backlog and renewable energy expansion set a foundation for revenue and operating margin growth through large-scale projects.

CEO

Jose Entrecanales Domecq (61 yo)

22.3yrs
Tenure

Mr. Jose Manuel Entrecanales Domecq served as an Independent Director at Eve Holding, Inc until December 20, 2022. He serves as the Chairman at JME Venture Capital, SGEIC, S.A. He serves as Chairman of the...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Jose Entrecanales Domecq
Executive Chairman22.3yrsgeen gegevensgeen gegevens
Juan Ignacio Entrecanales Franco
Executive Vice Chairman & MD29.1yrsgeen gegevensgeen gegevens
Jose Carrion
Chief Financial & Sustainability Officer1.2yrsgeen gegevensgeen gegevens
Jose Tejero Santos
Chief Operating Officer1.2yrsgeen gegevensgeen gegevens
Ada Cosin
Director of Investment Analysisno datageen gegevensgeen gegevens
Arantza Ezpeleta Puras
Director of Innovation & Technologyno datageen gegevensgeen gegevens
Pepa Alos
Director of Investor Relationsno datageen gegevensgeen gegevens
Jorge Vega-Penichet Lopez
General Counsel & General Secretary20.2yrsgeen gegevensgeen gegevens
Alberte Enrique Patino
Communications Directorno datageen gegevensgeen gegevens
Juan Muro-Lara Girod
Strategy & Corporate Development Director21.3yrsgeen gegevensgeen gegevens
Justo Vicente Pelegrini
Chief Executive Officer of Construction Spain & Portugalno datageen gegevensgeen gegevens
Vicente Santamaria-Paredes Castillo
Compliance Directorno datageen gegevensgeen gegevens
20.2yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van ANA is doorgewinterd en ervaren (gemiddelde ambtstermijn van 20.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Jose Entrecanales Domecq
Executive Chairman29.1yrsgeen gegevensgeen gegevens
Juan Ignacio Entrecanales Franco
Executive Vice Chairman & MD29.1yrsgeen gegevensgeen gegevens
Carlo Clavarino
Independent Director3.9yrs€155.00kgeen gegevens
Daniel Entrecanales Domecq
Non-Executive Proprietary Director17.1yrs€100.00kgeen gegevens
Maria Dolores Trevino
Independent Director4.9yrs€166.00kgeen gegevens
Javier Entrecanales Franco
Non-Executive Proprietary Director14.7yrs€100.00kgeen gegevens
Jeronimo Marcos Gerard Rivero
Lead Independent Director11.9yrs€200.00kgeen gegevens
Javier Gómez Del Campillo
Independent Director8yrs€155.00kgeen gegevens
Sonia Dula
Independent External Director8yrs€170.00kgeen gegevens
Maria Madrinan
Independent Director2.9yrs€188.00kgeen gegevens
Maite Arango Urtiaga
Independent Director3.9yrs€155.00kgeen gegevens
Teresa Gonzalez
Independent Director2.9yrs€100.00kgeen gegevens
8.0yrs
Gemiddelde duur
61yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van ANA wordt beschouwd als ervaren (gemiddelde ambtstermijn 8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/08 07:05
Aandelenkoers aan het einde van de dag2026/05/08 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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

Acciona, S.A. wordt gevolgd door 23 analisten. 10 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.

AnalistInstelling
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Oscar Nájar RíosBanco Santander
Manuel PalomoBNP Paribas