Schneider Electric S.E.

ENXTPA:SU Stock Report

Market Cap: €157.6b

Schneider Electric Dividends and Buybacks

Dividend criteria checks 4/6

Schneider Electric is a dividend paying company with a current yield of 1.5% that is well covered by earnings.

Key information

1.5%

Dividend yield

-0.02%

Buyback Yield

Total Shareholder Yield1.5%
Future Dividend Yield2.0%
Dividend Growth7.4%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio57%

Recent dividend and buyback updates

Recent updates

Analysis Article Jun 17

Schneider Electric (ENXTPA:SU) Stock Could Be 27% Undervalued After AI And Automation Push

Schneider Electric (ENXTPA:SU) has drawn fresh attention after unveiling two EcoStruxure Foxboro Software Defined Automation products: the AP310 Automation Processor and Edge Communication Node, aimed at open, software-defined distributed control in energy projects. See our latest analysis for Schneider Electric. Schneider Electric’s recent AI data center collaborations, rare earth supply agreement and new software defined automation products have coincided with a 5.1% 7 day share price...
Narrative Update Jun 16

SU: AI Data Center Buildout Will Drive Future Returns

The analyst price target for Schneider Electric has been adjusted slightly higher to €300.78 from €300.38, as analysts factor in updated assumptions on discount rates, profit margins, and sector research that includes recent price target revisions and a re-initiation with a Buy rating. Analyst Commentary Recent Street research on Schneider Electric offers a mixed but generally constructive picture, with several firms revisiting ratings and targets as they update assumptions on growth, margins, and capital allocation.
Narrative Update Jun 01

SU: AI Data Center Demand And Automation Recovery Will Shape Balanced Returns

Schneider Electric's analyst price target has been nudged slightly lower to about €300 as analysts balance a modestly higher discount rate with steady fair value, margin and P/E assumptions, while citing a gradually improving discrete automation market as a supportive factor. Analyst Commentary Recent research points to a mix of optimism and caution around Schneider Electric, with price targets clustered around the high €200s to low €300s and views shaped by expectations for the discrete automation cycle and the stock's current valuation multiples.
Narrative Update May 10

SU: AI Alliances And Execution Strength Will Shape Balanced Future Returns

Analysts now estimate Schneider Electric's fair value at €300.55, up from €296.50. This reflects updated assumptions around slightly higher revenue growth, margins and future P/E following a series of recent target changes across major banks.
Narrative Update Apr 24

SU: Conviction Support And AI Data Center Partnerships Will Shape Future Returns

Schneider Electric's updated analyst price target edges up to about €296.50 per share, with analysts citing recent target increases across several banks and a slightly higher assumed future P/E multiple, even as revenue growth and profit margin inputs are trimmed back slightly. Analyst Commentary Recent Street research on Schneider Electric clusters around a higher valuation framework, with several banks revising price targets and one major upgrade, while one bank trims its target.
Narrative Update Apr 09

SU: Conviction List Support And AI Data Centers Will Drive Future Upside

Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.
Narrative Update Mar 26

SU: Conviction List Backing And AI Data Center Push Will Support Upside

The analyst price target for Schneider Electric edges up from €294.14 to €295.50, with analysts pointing to adjusted assumptions on revenue growth, profitability and future P/E multiples, in line with the recent series of higher Street targets across major banks. Analyst Commentary Recent research points to a cluster of higher price targets on Schneider Electric, with several banks adjusting their models to reflect updated assumptions on revenue, profitability and P/E multiples.
Narrative Update Mar 12

SU: Conviction List Support And Software Advances Will Drive Higher Bullish Case

Analysts have lifted their implied fair value for Schneider Electric to about €294 from roughly €276, citing a series of higher Street price targets in the €290 to €340 range that reflect updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Analyst Commentary Recent research points to a cluster of higher price targets for Schneider Electric in the €290 to €340 range, with several large banks at the upper end.
New Narrative Mar 07

The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

1. The "AI Factory" Gold Rush Schneider is no longer just selling circuit breakers; it is building the physical backbone of the AI era.
Narrative Update Feb 26

SU: Conviction List Support And Software Advances Will Shape Measured Upside

Analysts have lifted their average price target for Schneider Electric to €290 from €275, citing recent target hikes from multiple banks and its addition to a European conviction list as support for the revised view. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €290 target as a signal of increased confidence in Schneider Electric's ability to execute on its current plan, with recent research framing the company as better aligned with their return expectations.
Narrative Update Feb 11

SU: Conviction List Inclusion And Energy Partnerships Will Shape Measured Upside Potential

Analysts have raised their fair value estimate for Schneider Electric from €274.05 to €276.36, citing recent price target increases and renewed conviction from several major research houses. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent price target moves toward €290 as support for a slightly higher fair value range, pointing to confidence that Schneider Electric can justify a premium within its sector.
Narrative Update Jan 27

SU: Energy Partnerships And New Facilities Will Drive Outperformance Over The Next Years

The analyst price target for Schneider Electric has been nudged slightly higher to €274.05 from €272.83, with analysts pointing to a modestly higher fair value estimate, a small uplift in projected profit margin, and a broadly steady future P/E assumption as key supports for the revised view. What's in the News Schneider Electric and McLaren Racing agreed a long term energy technology partnership, covering multiple racing teams and using Schneider Electric solutions to support power management at race circuits and at McLaren's Technology Centre in Woking, UK (Client Announcements).
Narrative Update Jan 09

SU: Data Center Supply Agreements Will Drive Outperformance Over The Next Two Years

Analysts have adjusted their price target on Schneider Electric slightly higher to reflect updated fair value estimates and revised assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modest uplift in their implied valuation in currency terms. What's in the News Digital Realty signed a $373 million Supply Capacity Agreement with Schneider Electric for UPS, low voltage switchgear and prefabricated skids, aiming to secure capacity and supply chain resilience for growing data center demand (Key Developments).
Narrative Update Dec 16

SU: Data Center And AI Demand Will Drive Outperformance Over The Next Two Years

Analysts have raised their price target on Schneider Electric to approximately EUR 271 from about EUR 264, reflecting modestly lower discount rates, slightly stronger margin expectations, and recent supportive upgrades citing structural growth and accelerating profitability. Analyst Commentary Recent Street research has skewed decisively positive, with multiple upgrades and price target hikes pointing to improving confidence in Schneider Electric's medium term earnings power and strategic positioning.
Narrative Update Dec 01

SU: Exposure To Data Center Demand Will Drive Outperformance Over The Next Two Years

The analyst price target for Schneider Electric has increased slightly from EUR 265 to EUR 264. This reflects continued optimism from analysts due to positive sector tailwinds and expectations for above-peer growth and margin improvement.
Narrative Update Nov 17

SU: Exposure To Data Centers And Construction Market Will Drive Outperformance

The fair value estimate for Schneider Electric has been raised slightly to €265.10, up from €264.39. Analysts point to increased revenue growth expectations and improved industry demand forecasts supporting a higher price target.
Narrative Update Nov 01

SU: Data Center Expansion And European Construction Recovery Will Drive Long-Term Momentum

The analyst price target for Schneider Electric has been increased from €260.64 to €264.39. Analysts cite improving revenue growth prospects and stronger profit margins, which are supporting a more optimistic outlook.
Narrative Update Oct 17

AI Computing And Renewable Trends Will Spark Global Transformation

The analyst price target for Schneider Electric has increased from approximately €258 to €261. Analysts cite accelerating profit growth, strong structural tailwinds, and a positive outlook for the stock.
Narrative Update Oct 03

AI Computing And Renewable Trends Will Spark Global Transformation

Schneider Electric's fair value estimate has been revised upward from €253.10 to €257.55. This change reflects analysts' increased price targets and growing confidence in the company's structural growth prospects and earnings momentum.
Analysis Article Aug 17

Here's Why Schneider Electric (EPA:SU) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Aug 02

Why Investors Shouldn't Be Surprised By Schneider Electric S.E.'s (EPA:SU) P/E

Schneider Electric S.E.'s ( EPA:SU ) price-to-earnings (or "P/E") ratio of 28x might make it look like a strong sell...
Analysis Article Jul 20

Is It Too Late To Consider Buying Schneider Electric S.E. (EPA:SU)?

Today we're going to take a look at the well-established Schneider Electric S.E. ( EPA:SU ). The company's stock led...
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New Narrative Feb 23

Investing In Global Expansion And Sustainability Will Boost Future Prospects

Schneider Electric's strong performance in energy management and data centers drives significant revenue growth and efficiency improvements.

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: SU's dividends per share have been stable in the past 10 years.

Growing Dividend: SU's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

Schneider Electric Dividend Yield vs Market
How does SU dividend yield compare to the market?
SegmentDividend Yield
Company (SU)1.5%
Market Bottom 25% (FR)2.0%
Market Top 25% (FR)5.4%
Industry Average (Electrical)1.5%
Analyst forecast (SU) (up to 3 years)2.0%

Notable Dividend: SU's dividend (1.5%) isn’t notable compared to the bottom 25% of dividend payers in the French market (1.99%).

High Dividend: SU's dividend (1.5%) is low compared to the top 25% of dividend payers in the French market (5.39%).


Earnings Payout to Shareholders

Earnings Coverage: With its reasonable payout ratio (56.7%), SU's dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonable cash payout ratio (51.4%), SU's dividend payments are covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/25 17:57
End of Day Share Price 2026/06/25 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Schneider Electric S.E. is covered by 38 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullBanco de Sabadell. S.A.
Lourdes DominguezBanco Santander
Nick WebsterBarclays