Repsol, S.A.

BME:REP Aktierapport

Börsvärde: €24.9b

Repsol Förvaltning

Förvaltning kriterier kontrolleras 3/4

Repsol VD är Josu Imaz San Miguel, utsedd i Apr 2014, har en mandatperiod på 12.08 år. totala årliga ersättningen är € 5.05M, bestående av 28.8% lön 71.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.074% av företagets aktier, värda € 18.29M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.3 år respektive 8.5 år.

Viktig information

Josu Imaz San Miguel

Verkställande direktör

€5.0m

Total ersättning

VD-lön i procent28.76%
Anställning som VD12.1yrs
Ägande av VD0.07%
Ledningens genomsnittliga anställningstid4.3yrs
Styrelsens genomsnittliga mandatperiod8.5yrs

Senaste uppdateringar av ledningen

Recent updates

Analysartikel May 01

Upgrade: Analysts Just Made A Massive Increase To Their Repsol, S.A. (BME:REP) Forecasts

Celebrations may be in order for Repsol, S.A. ( BME:REP ) shareholders, with the analysts delivering a significant...
Uppdatering av berättelse Apr 30

REP: Venezuelan Deals And Mixed Ratings Will Shape Fairly Valued Shares

The analyst fair value estimate for Repsol has increased to €24.03 from €19.92, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations following a wave of recent target changes and rating shifts across major banks. Analyst Commentary Recent research on Repsol shows a mix of optimism and caution, with several firms adjusting price targets and ratings in quick succession.
Uppdatering av berättelse Apr 15

REP: Venezuela Exposure Will Drive Future Cash Flow And Margin Downside Risk

The analyst price target for Repsol has been adjusted higher to €13.61 from €13.30, with analysts citing updated price targets across the broker community, along with small shifts in the discount rate, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Repsol shows a mix of upgrades and downgrades, with price targets being moved both higher and lower.
Uppdatering av berättelse Apr 01

REP: Venezuela Exposure And Refining Uncertainty Will Drive Future Downside Risk

Analysts have lifted the average price target for Repsol by several euros into the high teens to low €20s range, pointing to updated models that reflect lower discount rates, modestly higher revenue growth assumptions, and supportive sector research on refining margins and valuation for integrated energy names. Analyst Commentary Recent research has pulled Repsol into sharper focus, with several major banks updating ratings and targets as they refresh models and sector views.
Uppdatering av berättelse Mar 18

REP: Venezuelan Exposure Will Tighten Future Risk Profile For Richly Priced Shares

Repsol's analyst fair value has increased from €17.42 to €19.92 as analysts highlight higher price targets across the Street, citing sustained refining margins, stronger free cash flow and broad valuation support for integrated energy names. Analyst Commentary Recent research points to a clear reset in expectations for Repsol, with several firms lifting price targets into a €18 to €25 range and reassessing ratings as their models are updated and sector views evolve.
Uppdatering av berättelse Mar 04

REP: Venezuela Exposure Will Shape Future Risk Profile For Overvalued Shares

Analysts have nudged their price expectations for Repsol higher, with the updated fair value estimate moving from about €16.45 to roughly €17.42. This adjustment is supported by recent target increases from several banks highlighting valuation support for integrated energy names.
Uppdatering av berättelse Feb 18

REP: Venezuela Exposure And Upstream Optionality Will Drive Future Repricing

Analysts have trimmed their average price target on Repsol to €19 from €20, citing a slightly lower assumed discount rate and P/E, along with updated views on revenue growth and profitability. Analyst Commentary Recent research has highlighted a mix of caution and optimism around Repsol, with some high profile houses adjusting their views in different directions.
Uppdatering av berättelse Feb 03

REP: Upstream Liquidity Event And Reverse Merger Optionality Will Drive Repricing

Analysts have lifted their fair value estimate for Repsol to €20.00 from €17.73, reflecting updated assumptions on discount rate, revenue growth, margins and future P/E, even as recent research has included both downgrades and an upgrade following model roll forwards. Analyst Commentary Street research on Repsol has been mixed in recent weeks, with several downgrades from large banks including JPMorgan and RBC Capital alongside at least one upgrade and higher price targets from bullish analysts.
Uppdatering av berättelse Jan 20

REP: Upstream Reverse Merger Talks Will Drive Future Downside Risk

Analysts have lifted their price expectations for Repsol, with our fair value estimate moving from €11.00 to €13.30. This reflects recent target raises to €16 and €19, as well as updated views on valuation, discount rates and longer term earnings multiples.
Uppdatering av berättelse Jan 06

REP: Upstream Merger Options And Refining Margin Risks Will Shape Outlook

Analysts have made a very small trim to their fair value estimate for Repsol to about €16.45. Recent Street research highlights a mix of more cautious views on refining margins and interest around potential corporate actions, which supported an increase in one published price target to €16 from €15.
Uppdatering av berättelse Dec 19

REP: Upstream Merger Talks And Refining Margins Will Shape Future Narrative

Analysts have nudged their blended price target for Repsol modestly higher to about EUR 16.45 from roughly EUR 16.20, reflecting slightly stronger long term revenue growth expectations, a marginally higher fair value estimate, and continued support from recent upward target revisions despite some caution on refining margins. Analyst Commentary Analyst views on Repsol remain mixed, with incremental target hikes balanced by growing concerns around the sustainability of current refining profitability and broader upstream strategy uncertainty.
Uppdatering av berättelse Dec 05

REP: Upstream Merger Talks And Renewable Fuels Expansion Will Shape Near-Term Outlook

The analyst price target for Repsol has been nudged higher to EUR 16.20 from about EUR 15.98 as analysts factor in modestly stronger long term revenue growth, a slightly higher fair value estimate, and supportive sector views reflected in recent target increases, even as some see limited upside at current valuation levels. Analyst Commentary Street research on Repsol has been mixed, with recent notes highlighting both constructive and more cautious elements around growth prospects, capital allocation, and valuation.
Analysartikel Dec 03

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Uppdatering av berättelse Nov 20

REP: Potential Upstream Merger And Renewable Projects Will Determine Near-Term Outlook

Analysts have slightly increased their fair value estimate for Repsol to €15.98 from €15.77. They cite a modest outlook adjustment that reflects updated price targets and tempered revenue growth expectations.
Analysartikel Nov 07

Repsol's (BME:REP) Soft Earnings Are Actually Better Than They Appear

The market for Repsol, S.A.'s ( BME:REP ) shares didn't move much after it posted weak earnings recently. We did some...
Uppdatering av berättelse Nov 06

REP: Future Profit Margins And Renewable Supply Agreements Will Shape Outlook

Analysts have raised their price target for Repsol from €15.27 to €15.77, citing a modest improvement in profit margins and a more favorable industry outlook as the primary drivers for the upward revision. Analyst Commentary Recent street research highlights a mix of optimism and caution among analysts regarding Repsol's outlook and valuation.
Uppdatering av berättelse Oct 23

Analysts React to Repsol’s Upward Valuation as Renewable Fuel Strategy Gains Momentum

Repsol's fair value estimate has been raised modestly from €15.08 to €15.27 per share. Analysts cite improving profit margins and stronger revenue growth, partially offset by expectations for moderated refining spreads.
Uppdatering av berättelse Oct 09

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised their price target for Repsol from €14.45 to €15.08. They cite improved revenue growth, higher profit margins, and sector trends favoring companies with strong diesel exposure as key reasons for this change.
Uppdatering av berättelse Sep 25

Renewable Energy Expansion Will Unlock Future Value

Repsol’s price target was raised to €14.45 as analysts cite improving oil prices, stronger refining margins, and enhanced shareholder returns supporting higher valuations. Analyst Commentary Bullish analysts cite Repsol's strong leverage to diesel markets as a key differentiator, particularly amid a strengthening oil price environment.
Uppdatering av berättelse Aug 30

Renewable Energy Expansion Will Unlock Future Value

Analysts have raised Repsol’s price target to €14.28, citing strong diesel refining leverage, resilience to higher oil prices, and sector leadership, supporting a more bullish outlook. Analyst Commentary Bullish analysts highlight Repsol’s strong leverage to diesel refining, positioning it as a hedge against rising oil prices.
Analysartikel Aug 18

Why Investors Shouldn't Be Surprised By Repsol, S.A.'s (BME:REP) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Repsol, S.A. ( BME:REP ) is a stock worth checking...
Analysartikel Jun 02

Repsol (BME:REP) Will Pay A Dividend Of €0.405

The board of Repsol, S.A. ( BME:REP ) has announced that it will pay a dividend on the 8th of July, with investors...
User avatar
Ny berättelse Nov 10

Balancing High-Margin Ambitions Against Shrinking Margins And Geopolitical Risks

Focus on high-margin, lower-emission projects and strategic CapEx management could enhance cash flows, margins, and net earnings.

Analys av ersättningar till VD

Hur har Josu Imaz San Miguel:s ersättning förändrats jämfört med Repsol:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

€2b

Dec 31 2025€5m€1m

€2b

Sep 30 2025n/an/a

€1b

Jun 30 2025n/an/a

€673m

Mar 31 2025n/an/a

€1b

Dec 31 2024n/an/a

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€4m€1m

€3b

Sep 30 2023n/an/a

€4b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€4b

Dec 31 2022€4m€1m

€4b

Sep 30 2022n/an/a

€4b

Jun 30 2022n/an/a

€4b

Mar 31 2022n/an/a

€3b

Dec 31 2021€4m€1m

€2b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€367m

Mar 31 2021n/an/a

-€2b

Dec 31 2020€4m€1m

-€3b

Sep 30 2020n/an/a

-€8b

Jun 30 2020n/an/a

-€7b

Mar 31 2020n/an/a

-€5b

Dec 31 2019€4m€1m

-€4b

Ersättning vs marknad: Josu s total kompensation ($USD 5.91M ) är över genomsnittet för företag av liknande storlek på Spanish marknaden ($USD 3.33M ).

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


VD OCH KONCERNCHEF

Josu Imaz San Miguel (62 yo)

12.1yrs
Anställning
€5,048,188
Kompensation

Mr. Josu Jon Imaz San Miguel, Ph D., has been the Chief Executive Officer of Repsol, S.A., since April 30, 2014 and its Executive Director since April 30, 2014. Mr. Imaz San Miguel served as the President...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 18.3m
Antonio Lorenzo Sierra
Executive MD & CFO7.8yrsinga uppgifteringa uppgifter
Luis Cabra Duenas
EMD Energy Transitionno datainga uppgifteringa uppgifter
Pablo Bannatyne
Head of Investor Relationsno datainga uppgifteringa uppgifter
Marcos Fraga
Head of Corporate Communication & Brand and Director of Chairman’s Office4.3yrsinga uppgifteringa uppgifter
Carmen Pérez
EMD People & Organizationno datainga uppgifteringa uppgifter
Tomas Garcia Blanco
Executive Managing Director & Deputy to the CEO for Special Projectsno datainga uppgifteringa uppgifter
Berta Cabello
Head of Refining Transformationno datainga uppgifteringa uppgifter
Juan Heredero
EMD Industrial Transformation and Circular Economyno datainga uppgifteringa uppgifter
Valero Sastron
Executive Managing Director of Clientno datainga uppgifteringa uppgifter
Francisco Gea del Riquelme
Executive Managing Director of Exploration & Production3.7yrsinga uppgifteringa uppgifter
Joao Paulo de Sousa Costeira
Executive Managing Director of Low Carbon Generation3.7yrsinga uppgifteringa uppgifter
4.3yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren ledning: REP s ledningsgrupp anses vara erfaren ( 4.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Josu Imaz San Miguel
CEO & Executive Director12.1yrs€5.05m0.074%
€ 18.3m
John West
Independent Non-Executive Director11.3yrs€353.19kinga uppgifter
Henri Philippe Reichstul
Non-Executive Director7.6yrs€353.19k0%
€ 0
Antonio Brufau Niubo
Non-Executive Chairman29.8yrs€1.25m0.056%
€ 13.9m
Manuel Manrique Cecilia
Non-Executive Director13.1yrs€353.19k0.00015%
€ 37.3k
Maria Garcia-Mila Lloveras
Independent Non-Executive Director7yrs€286.97k0.00021%
€ 52.2k
Aurora Sala
Independent External Director5.2yrs€309.04kinga uppgifter
Ignacio Martin San Vicente
Independent Non-Executive Director8yrs€353.19k0.00074%
€ 184.0k
Isabel Torremocha Ferrezuelo
Independent External Director9yrs€309.04k0.00075%
€ 186.5k
Maria del Ganyet i Cirera
Independent Non-Executive Director8yrs€353.19k0%
€ 0
Arantza Estefania Larranaga
Independent Non-Executive Director7yrs€242.82kinga uppgifter
Mariano Marzo Carpio
Lead Independent Director9yrs€331.11kinga uppgifter
8.5yrs
Genomsnittlig anställningstid
70yo
Genomsnittlig ålder

Erfaren styrelse: REP s styrelse anses vara erfaren ( 8.5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/13 14:22
Aktiekurs vid dagens slut2026/05/13 00:00
Intäkter2026/03/31
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

Repsol, S.A. bevakas av 50 analytiker. 21 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
Virginia RomeroBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Alejandro VigilBanco Santander