Ferrovial N.V.

BME:FER Aktierapport

Börsvärde: €42.1b

Ferrovial Förvaltning

Förvaltning kriterier kontrolleras 3/4

Ferrovial VD är Ignacio Fernandez, utsedd i Sep 2019, har en mandatperiod på 6.67 år. totala årliga ersättningen är € 6.16M, bestående av 26% lön 74% bonusar, inklusive företagsaktier och optioner. äger direkt 0.025% av företagets aktier, värda € 10.48M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.5 år respektive 7.8 år.

Viktig information

Ignacio Fernandez

Verkställande direktör

€6.2m

Total ersättning

VD-lön i procent25.97%
Anställning som VD6.7yrs
Ägande av VD0.02%
Ledningens genomsnittliga anställningstid4.5yrs
Styrelsens genomsnittliga mandatperiod7.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Apr 25

FER: Toll Pricing Power And U.S. Inflation Pass Through Will Shape Balanced Outlook

Ferrovial's analyst price target edges higher to €70.93, with analysts citing limited upside after the recent rally but still pointing to potential benefits from 407 ETR pricing and U.S. Managed Lanes inflation pass-through, while unawarded summer project wins are kept outside current valuations. Analyst Commentary Bullish Takeaways Bullish analysts see room for earnings support from potential price increases at the 407 ETR highway, which could help underpin cash flow and justify valuations closer to the current price targets.
Uppdatering av berättelse Apr 09

FER: Toll Pricing Power And Managed Lanes Will Frame Balanced Risk Outlook

Ferrovial's analyst price target has been adjusted to €59.88, a level supported by analysts who point to updated discount rate and growth assumptions, an ongoing debate between more cautious views on near term upside after the recent rally, and constructive opinions around toll road pricing and U.S. managed lanes exposure. Analyst Commentary Recent research covers a spectrum of views on Ferrovial, with some analysts focusing on upside potential from core assets and others highlighting more limited room for further re-rating after the recent share price move.
Uppdatering av berättelse Mar 25

FER: Toll Pricing Power And New Assets Will Shape Future Risk Balance

Narrative Update Ferrovial's updated analyst price target edges slightly lower as analysts factor in a modestly softer growth outlook and higher discount rate. At the same time, recent target moves to around €70 highlight support from toll road pricing power and potential upside from new assets that is not yet fully reflected in valuations.
Uppdatering av berättelse Mar 10

FER: Toll Pricing And Buybacks Will Shape Future Risk Reward Balance

The analyst price target for Ferrovial has inched higher to about €60.06 from €59.90, as analysts factor in slightly higher assumed revenue growth, a modestly lower discount rate, and support from recent bullish coverage that highlights potential benefits from toll price initiatives and U.S. managed lanes exposure, even as some see limited further re rating after the recent share rally. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets of around €70 as a signal that they see room for value creation if Ferrovial executes on its current concessions and pipeline.
Uppdatering av berättelse Feb 24

FER: 407 ETR Pricing And Buybacks Will Guide Future Risk Reward Balance

Ferrovial's analyst fair value estimate has shifted slightly higher to €59.90 from €58.39, reflecting updated assumptions on revenue growth, discount rate and future P/E, along with recent Street price targets of €70 that cite expectations around 407 ETR pricing and the U.S. Managed Lanes business. Analyst Commentary Bullish analysts have been lifting their price targets on Ferrovial to €70, pointing to specific assets and earnings drivers rather than broad market themes.
Analysartikel Feb 09

Does Ferrovial (BME:FER) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Uppdatering av berättelse Feb 08

FER: Rising Morgan Stanley Outlook And Buybacks Will Shape Future Returns

Ferrovial's analyst fair value estimate has edged up from €56.98 to €58.39, as analysts factor in updated assumptions on revenue growth, margins and future P/E multiples, alongside a series of recent price target increases from €56 to €64 and then to €70. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in stages, from €56 to €64 and now to €70.
Uppdatering av berättelse Jan 24

FER: Higher Morgan Stanley Outlook And Index Inclusion Will Shape Future Returns

Analysts have nudged their price expectations for Ferrovial higher, with the fair value estimate edging up from about €56.52 to €56.98. This move is supported by recent street research in which Morgan Stanley raised its price target in stages from €56 to €64 and then to €70.
Uppdatering av berättelse Jan 09

FER: Raised Price Outlook And Index Addition Will Shape Future Balanced Returns

Analysts have lifted their fair value estimate for Ferrovial to €56.52 from €55.77, along with a higher Street price target to €64 from €56, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Analysts updating their models on Ferrovial are focusing on how the revised fair value and the higher Street price target line up with their expectations for returns, risk and execution quality.
Analysartikel Dec 29

Ferrovial (BME:FER) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Uppdatering av berättelse Dec 24

FER: Index Addition And Stock Split Will Support Future Balanced Returns

Analysts have nudged their fair value estimate for Ferrovial higher to €55.77 from €53.86, citing expectations of slightly improved profit margins and a modestly higher future earnings multiple that more than offset softer projected revenue growth. What's in the News Ferrovial SE has been added to the NASDAQ-100 Index, increasing its visibility among global institutional investors (Key Developments).
Uppdatering av berättelse Dec 09

FER: Margin Gains And Stock Split Will Support Balanced Returns

Narrative Update on Ferrovial Analysts have modestly lifted their price target on Ferrovial, citing improving profit margins and a slightly lower future P E multiple. Their fair value estimate has moved from approximately EUR 53.18 to EUR 53.86 following recent target increases on the Street, including a move to EUR 52.50.
Uppdatering av berättelse Nov 25

FER: Improved Margins And Stable Outlook Will Support Earnings Into 2025

Ferrovial's analyst price target has been increased slightly, rising from €52.99 to €53.18. Analysts cite improvements in profit margin and a continued positive outlook from recent research updates.
Uppdatering av berättelse Nov 09

FER: Improved Profit Margins And Solar Projects Will Support Earnings Outlook

Ferrovial's analyst price target has been raised from approximately €50.21 to €52.99. Analysts cite improved profit margins and updated research reports supporting a modest valuation increase.
Uppdatering av berättelse Oct 26

Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes

Ferrovial's updated analyst price target has increased slightly to €50.21. This change reflects analysts' optimism following recent target hikes based on improved revenue growth expectations, despite minor adjustments to discount and profit margin estimates.
Analysartikel Oct 16

Ferrovial's (BME:FER) Returns On Capital Are Heading Higher

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Uppdatering av berättelse Oct 12

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s analyst price target has increased modestly from €48.54 to €49.58, as analysts cite improving revenue growth forecasts and incremental gains in profit margins. These factors support a slightly more favorable outlook for the company.
Uppdatering av berättelse Sep 28

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s consensus price target was revised upwards, driven by robust earnings momentum, expansion in North America, and higher expected returns from core assets, partially offset by macroeconomic and valuation concerns, resulting in a modest increase in fair value from €47.62 to €48.54. Analyst Commentary Bullish analysts cited robust earnings momentum and improved visibility in Ferrovial’s core infrastructure assets as key drivers for upward price target revisions.
Analysartikel Sep 22

We Ran A Stock Scan For Earnings Growth And Ferrovial (BME:FER) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Uppdatering av berättelse Sep 13

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial's consensus price target increased modestly to €47.62 as analysts cited improved outlook for infrastructure assets, strong traffic recovery, and robust cash flow expectations, though some caution remains due to near-term limitations and regulatory uncertainties. Analyst Commentary Bullish analysts raised price targets citing improved outlook for key infrastructure assets and ongoing expansion in core markets.
Analysartikel Sep 08

Is It Time To Consider Buying Ferrovial SE (BME:FER)?

Today we're going to take a look at the well-established Ferrovial SE ( BME:FER ). The company's stock saw its share...
Analysartikel Aug 27

Ferrovial (BME:FER) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Aug 15

Estimating The Intrinsic Value Of Ferrovial SE (BME:FER)

BME:FER 1 Year Share Price vs Fair Value Explore Ferrovial's Fair Values from the Community and select yours Key...
Analysartikel Jul 07

There's Been No Shortage Of Growth Recently For Ferrovial's (BME:FER) Returns On Capital

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...
Analysartikel Jun 22

Ferrovial SE (BME:FER) Investors Are Less Pessimistic Than Expected

Ferrovial SE's ( BME:FER ) price-to-sales (or "P/S") ratio of 3.4x may look like a poor investment opportunity when you...
User avatar
Ny berättelse Nov 07

US Toll Roads And Airport Growth Propel Revenue Amid Construction And Market Challenges

Strong U.S. Toll Roads results and airport passenger growth suggest future revenue increases with infrastructure enhancements in progress.

Analys av ersättningar till VD

Hur har Ignacio Fernandez:s ersättning förändrats jämfört med Ferrovial:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025€6m€2m

€868m

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€6m€1m

€3b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€736m

Mar 31 2024n/an/a

€588m

Dec 31 2023€4m€1m

€320m

Sep 30 2023n/an/a

€302m

Jun 30 2023n/an/a

€164m

Mar 31 2023n/an/a

€139m

Dec 31 2022€3m€1m

€113m

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€960m

Dec 31 2021€3m€1m

€829m

Sep 30 2021n/an/a

-€261m

Jun 30 2021n/an/a

-€484m

Mar 31 2021n/an/a

-€424m

Dec 31 2020€2m€937k

-€452m

Sep 30 2020n/an/a

€100m

Jun 30 2020n/an/a

€251m

Mar 31 2020n/an/a

€535m

Dec 31 2019€2m€250k

€458m

Ersättning vs marknad: Ignacio s total kompensation ($USD 7.15M ) är över genomsnittet för företag av liknande storlek på Spanish marknaden ($USD 3.31M ).

Ersättning vs inkomst: Ersättningen från Ignacio har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Ignacio Fernandez (59 yo)

6.7yrs
Anställning
€6,160,000
Kompensation

Mr. Ignacio Madridejos Fernández has been the Chief Executive Officer and Executive Director of Ferrovial SE (Also Known as Ferrovial, S.A.) since September 30, 2019. He had been the President of CEMEX USA...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.3yrs€7.05m0.000060%
€ 25.3k
Ignacio Fernandez
CEO & Executive Director6.7yrs€6.16m0.025%
€ 10.5m
Ernesto Mozo
Chief Financial Officer16.6yrsinga uppgifter0.029%
€ 12.4m
Angel Sanchez
Major Projects & Operations Director1.8yrsinga uppgifteringa uppgifter
Ignacio del Pino
Chief Investment Officer1.5yrsinga uppgifteringa uppgifter
Dimitris Bountolos
Chief Information & Innovation Officer5.8yrsinga uppgifteringa uppgifter
Silvia Ruiz
Investor Relations Directorno datainga uppgifteringa uppgifter
Geerte Hesen
General Counsel2yrsinga uppgifteringa uppgifter
Patricia Leiva
Director of Communication & Corporate Social Responsibility3.2yrsinga uppgifteringa uppgifter
Carlos Paredes
Chief Human Resources Officer6.3yrsinga uppgifteringa uppgifter
Valentín Arias
Director of Sustainabilityno datainga uppgifteringa uppgifter
Ignacio Garcia Bilbao
Chief Financial Officer of Ferrovial Constructionno datainga uppgifteringa uppgifter
4.5yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder

Erfaren ledning: FER s ledningsgrupp anses vara erfaren ( 4.5 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.3yrs€7.05m0.000060%
€ 25.3k
Ignacio Fernandez
CEO & Executive Director6.7yrs€6.16m0.025%
€ 10.5m
Philip Bowman
Non-Executive Independent Director9.8yrs€175.00k0.0048%
€ 2.0m
Óscar Fanjul Martín
Non-Executive Independent Vice Chairman10.8yrs€243.00k0.0067%
€ 2.8m
Juan Manuel Hoyos de Irujo
Non-Executive Independent Lead Director6.6yrs€175.00k0.00090%
€ 379.2k
Jose Fernando Mans
Non-Executive Independent Director16.4yrs€185.00k0.026%
€ 11.1m
Maria del Pino y Calvo-Sotelo
Non-Executive Director19.7yrs€175.00k0.0034%
€ 1.4m
Bruno V. Di Leo
Non-Executive Independent Director7.8yrs€174.00k0.000050%
€ 21.1k
Gonzalo Urquijo y de Araoz
Non-Executive Independent Director6.4yrs€183.00kinga uppgifter
Hildegard Wortmann
Non-Executive Independent Director5yrs€168.00k0.000040%
€ 16.9k
Elisenda Bou-Balust
Non-Executive Independent Directorless than a yearinga uppgifteringa uppgifter
7.8yrs
Genomsnittlig anställningstid
67.5yo
Genomsnittlig ålder

Erfaren styrelse: FER s styrelse anses vara erfaren ( 7.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 11:09
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ferrovial N.V. bevakas av 31 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullBanco de Sabadell. S.A.
José ArroyasBanco Santander
Nabil AhmedBarclays