Arcadis Management
Management criteria checks 1/4
Arcadis' CEO is Heather Polinsky, appointed in Mar 2026, has a tenure of less than a year. directly owns 0.085% of the company’s shares, worth €2.47M. The average tenure of the management team and the board of directors is 3.4 years and 2.5 years respectively.
Key information
Heather Polinsky
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | 0.08% |
| Management average tenure | 3.4yrs |
| Board average tenure | 2.5yrs |
Recent management updates
Recent updates
Narrative Update • Jun 16
ARCAD: Climate Resilience Pipeline And Steady Leadership Will Support Balanced Return Potential
Analysts now see Arcadis' fair value at about €36.86, up from €34.50, reflecting slightly higher assumed discount rates, modestly stronger profit margins and future P/E expectations. What's in the News Arcadis and Jupiter Intelligence launched the PRICE Adaptation Framework, a five step methodology that uses climate hazard modeling, engineering insight and economic analysis to help organizations compare climate adaptation options, quantify avoided losses and ROI, and prioritize resilience spending.
Narrative Update • Jun 01
ARCAD: Dividend And North American Infrastructure Pipeline Will Drive Post Reset Upside
Analysts have nudged their price target for Arcadis higher to about €44.64 from roughly €42.56, reflecting updated views on discount rates, revenue trends, profit margins, and the stock's future P/E. What's in the News Shareholders approved a dividend of €1.05 per ordinary share, aligned with the stated policy of paying out 30% to 40% of net income from operations and representing 39% of 2025 net income from operations.
Narrative Update • May 17
ARCAD: Fair Value Reset Will Highlight Turnaround Execution And Sector Weight Repositioning
Analysts now see Arcadis as fairly valued around €49.0 per share, trimming growth expectations, modestly adjusting discount rates and P/E assumptions, and pointing to deeper operational challenges and the need for a major strategy overhaul following the recent downgrade to Sector Weight. Analyst Commentary Recent commentary centers on the view that Arcadis faces deeper operational challenges than previously assumed, with growth expectations trimmed and valuation work recalibrated around a share price of about €49.Narrative Update • Apr 30
ARCAD: Post Earnings Strategy Reset Will Support Sector Weight ReRating Potential
Analysts have kept their €49.00 price target for Arcadis unchanged, reflecting updated views that incorporate slightly softer revenue growth assumptions, a modestly higher profit margin outlook, and recent Street research highlighting deeper operational challenges and a potential need for a major strategy reset following the downgrade to Sector Weight. Analyst Commentary Recent Street research has shifted from earlier optimism to a more cautious stance, with attention moving away from valuation discounts and toward execution risks and the scale of the challenges facing the new leadership team.Narrative Update • Apr 14
ARCAD: Nuclear And Infrastructure Wins Will Underpin Post Reset Upside Potential
Analysts have made a small upward adjustment to Arcadis' fair value estimate to about €42.56. This reflects a slightly higher assumed P/E multiple and discount rate after recent earnings and fresh concerns that the business may face deeper challenges and require a significant strategy reset, as highlighted in recent downgrades to Sector Weight.Narrative Update • Mar 31
ARCAD: Post Earnings Strategy Reset Will Set Up Compelling Entry Opportunity
Analysts have reduced their price target for Arcadis to €49 from €62. This reflects higher perceived risk, slightly softer long term growth and margin expectations, and a lower assumed future P/E multiple following recent downgrades and calls for a major strategy reset.Narrative Update • Mar 17
ARCAD: Nuclear And Infrastructure Projects Will Support Attractive Post Reset Entry Opportunity
Analysts have cut their implied fair value estimate for Arcadis from about €51.89 to roughly €42.21. This reflects updated assumptions for discount rate, revenue growth, profit margins and future P/E after recent downgrades that highlight deeper operational challenges and the need for a broad strategy reset.Narrative Update • Mar 03
ARCAD: Post Reset Entry Point Will Reward Successful Management Overhaul
Analysts have cut their price target on Arcadis from €51.00 to €34.50, reflecting lower assumed profit margins, a reduced future P/E of about 11 times, slightly higher discount rates and growing concerns that operational challenges highlighted in recent research updates may require a major reset by the new management team. Analyst Commentary Recent commentary from bearish analysts points to a shift in sentiment around Arcadis, with concerns moving beyond short term market conditions and toward deeper execution questions.Narrative Update • Feb 17
ARCAD: Nuclear And Infrastructure Pipeline Will Create Attractive Post Pullback Entry Opportunity
Analysts have trimmed their price target for Arcadis from €53.63 to about €51.89. This reflects a slightly higher discount rate, a small adjustment to expected revenue contraction and margins, and a modestly lower assumed future P/E multiple.Narrative Update • Feb 03
ARCAD: Post Earnings Reset Will Offer Compelling Entry At Bernstein Price Level
Analysts kept their fair value estimate for Arcadis steady at €62.00. They pointed to an unchanged P/E outlook and recent research that sees no structural issues with the business and views the post earnings selloff as an entry opportunity.Narrative Update • Jan 20
ARCAD: Post Earnings Selloff Will Set Up Attractive Entry Opportunity
Narrative Update on Arcadis Analysts have adjusted their price target for Arcadis to €62.0 from €70.5, citing updated fair value estimates alongside slightly higher discount rate assumptions and modestly softer revenue growth and margin expectations. They also highlight recent Street research that points to no structural concerns and characterizes the post-earnings selloff as a potential entry opportunity.Analysis Article • Jan 06
Arcadis (AMS:ARCAD) Is Experiencing Growth In Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narrative Update • Jan 05
ARCAD: Post Earnings Selloff Will Present Attractive Entry Opportunity
Analysts have revised their fair value estimate for Arcadis to €53.63 from €57.93, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Recent research highlights that some still see no structural issues and regard the post earnings selloff as a potential entry point.Narrative Update • Dec 14
ARCAD: Post Selloff Entry Point Will Support Higher Earnings Multiple
Analysts have raised their price target on Arcadis from EUR 47 to EUR 51, citing the recent Outperform initiation and the view that the post-earnings selloff has created an attractive entry point supported by resilient margins and a higher justified earnings multiple. Analyst Commentary Recent research highlights a generally constructive stance on Arcadis, with the latest initiation reiterating confidence in the company’s structural positioning and earnings power.Analysis Article • Nov 18
Arcadis NV (AMS:ARCAD) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Arcadis NV ( AMS:ARCAD ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...Analysis Article • Sep 27
Arcadis (AMS:ARCAD) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Aug 25
Is Now An Opportune Moment To Examine Arcadis NV (AMS:ARCAD)?
Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...Analysis Article • Aug 01
The Price Is Right For Arcadis NV (AMS:ARCAD)
With a median price-to-earnings (or "P/E") ratio of close to 18x in the Netherlands, you could be forgiven for feeling...Analysis Article • Jun 30
Arcadis' (AMS:ARCAD) Returns On Capital Are Heading Higher
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • Jun 18
Should You Be Adding Arcadis (AMS:ARCAD) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Apr 21
With Arcadis NV (AMS:ARCAD) It Looks Like You'll Get What You Pay For
There wouldn't be many who think Arcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...Analysis Article • Mar 26
What Is Arcadis NV's (AMS:ARCAD) Share Price Doing?
Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...Analysis Article • Feb 28
Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Narrative • Feb 23
Climate Adaptation And Energy Projects Will Shape Future Market Success
Focus on climate strategies and energy projects increases revenue and market position, driven by infrastructure resilience and rising energy demands.Analysis Article • Jan 09
Arcadis (AMS:ARCAD) Shareholders Will Want The ROCE Trajectory To Continue
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Analysis Article • Dec 26
Arcadis NV's (AMS:ARCAD) Share Price Matching Investor Opinion
When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...Analysis Article • Dec 14
Here's Why Arcadis (AMS:ARCAD) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysis Article • Nov 02
At €64.70, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?
Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it maintained its current share price over the past...Analysis Article • Sep 26
These 4 Measures Indicate That Arcadis (AMS:ARCAD) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Sep 14
Arcadis (AMS:ARCAD) Might Have The Makings Of A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Analysis Article • Aug 19
Is Now The Time To Put Arcadis (AMS:ARCAD) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • May 13
At €60.75, Is It Time To Put Arcadis NV (AMS:ARCAD) On Your Watch List?
Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...Analysis Article • May 01
Industry Analysts Just Made A Upgrade To Their Arcadis NV (AMS:ARCAD) Revenue Forecasts
Arcadis NV ( AMS:ARCAD ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...Analysis Article • Apr 26
Do Arcadis' (AMS:ARCAD) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • Apr 13
Arcadis' (AMS:ARCAD) Upcoming Dividend Will Be Larger Than Last Year's
The board of Arcadis NV ( AMS:ARCAD ) has announced that it will be paying its dividend of €0.85 on the 16th of May, an...Analysis Article • Apr 09
Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Mar 28
Arcadis (AMS:ARCAD) Has Announced That It Will Be Increasing Its Dividend To €0.85
Arcadis NV's ( AMS:ARCAD ) dividend will be increasing from last year's payment of the same period to €0.85 on 16th of...Analysis Article • Feb 07
At €49.94, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?
Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...Analysis Article • Jan 11
Arcadis' (AMS:ARCAD) Returns On Capital Are Heading Higher
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • Dec 24
Arcadis NV's (AMS:ARCAD) Popularity With Investors Is Clear
Arcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 33.5x might make it look like a strong sell right now...Analysis Article • Nov 21
We Think Arcadis (AMS:ARCAD) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Nov 06
When Should You Buy Arcadis NV (AMS:ARCAD)?
Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...Analysis Article • Sep 21
Arcadis (AMS:ARCAD) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...CEO
Heather Polinsky (53 yo)
less than a year
Tenure
Ms. Heather L. Polinsky is Chair of the Executive Board & CEO of Arcadis NV from March 1, 2026. Ms. Polinsky was the Global President Resilience for US nationality at Arcadis NV until March 1, 2026, and se...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CFO & Member of Executive Board | less than a year | €763.00k | no data | |
| Chair of the Executive Board & CEO | less than a year | no data | 0.085% € 2.5m | |
| Technical Director | no data | no data | no data | |
| Director of Investor Relations | 10.3yrs | no data | no data | |
| Interim Chief People Officer | less than a year | no data | no data | |
| Chief Executive Officer of North America | 9.3yrs | no data | no data | |
| Chief Executive Officer for Middle East | no data | no data | no data | |
| Chief Executive Officer of Latin American Region | 8.9yrs | no data | no data | |
| Senior VP & Federal Programs Director | 8yrs | no data | no data | |
| Global President of Places | 3.4yrs | no data | no data | |
| Chief Delivery Officer | 3.4yrs | no data | no data | |
| President of Arcadis Advanced Manufacturing | no data | no data | no data |
3.4yrs
Average Tenure
58yo
Average Age
Experienced Management: ARCAD's management team is considered experienced (3.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Independent Member of Supervisory Board | 3.1yrs | €90.50k | no data | |
| Member of Supervisory Board | less than a year | no data | no data | |
| Independent Member of Supervisory Board | 5.2yrs | €74.00k | no data | |
| Independent Vice Chair of Supervisory Board | 8.2yrs | €89.50k | no data | |
| Independent Member of Supervisory Board | 2.5yrs | €90.00k | no data | |
| Independent Member of Supervisory Board | 1.4yrs | €36.16k | no data | |
| Independent Chairman of Supervisory Board | 2.5yrs | €80.00k | no data |
2.5yrs
Average Tenure
66yo
Average Age
Experienced Board: ARCAD's board of directors are not considered experienced ( 2.5 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/19 21:27 |
| End of Day Share Price | 2026/06/19 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
Arcadis NV is covered by 14 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Derric Marcon | Bernstein |
| Himanshu Agarwal | BofA Global Research |
| Michael Roeg | Degroof Petercam |