Acciona, S.A.

BME:ANA Aktierapport

Börsvärde: €13.9b

Acciona Tidigare resultatutveckling

Tidigare kriterier kontrolleras 4/6

Acciona har ökat intäkterna med en genomsnittlig årlig takt på 11.1%, medan Electric Utilities -branschen såg intäkterna växer på 16.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 23.8% per år. Acciona s avkastning på eget kapital är 18% och den har en nettomarginal på 3.7%.

Viktig information

11.09%

Tillväxttakt i vinsten

11.16%

Tillväxttakt för EPS

Electric Utilities Tillväxt i branschen11.41%
Intäkternas tillväxttakt23.76%
Avkastning på eget kapital17.96%
Nettomarginal3.74%
Nästa resultatuppdatering30 Jul 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse May 15

ANA: Recent Downgrade Will Test Confidence In Stable Fair Value Assumptions

Analysts have kept Acciona's fair value estimate steady at €225.0, with the latest price target update framed by a modestly adjusted discount rate and slightly revised growth and margin assumptions following a recent downgrade to Reduce by the Street. Analyst Commentary The recent downgrade to Reduce has sharpened the focus on Acciona's risk or reward profile, but it has not altered the central fair value anchor of €225.0. With the discount rate and growth and margin assumptions only modestly adjusted, the debate for investors is less about a radical change in fundamentals and more about how much of the story is already reflected in the current share price.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.

Fördelning av intäkter och kostnader

Hur Acciona tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

BME:ANA Intäkter, kostnader och resultat (EUR Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Dec 2521,4908033,9390
30 Sep 2521,5898183,8710
30 Jun 2521,6888323,8020
31 Mar 2521,2836273,7460
31 Dec 2420,8784223,6890
30 Sep 2420,3603063,6010
30 Jun 2419,8421903,5130
31 Mar 2418,9053663,3390
31 Dec 2317,9675413,1640
30 Sep 2316,0636242,8540
30 Jun 2314,1587072,5440
31 Mar 2313,1855742,3810
31 Dec 2212,2114412,2180
30 Sep 2211,3224132,1280
30 Jun 2210,4323852,0370
31 Mar 229,6303361,9980
31 Dec 218,6673321,8950
30 Sep 218,3955491,8780
30 Jun 217,6695131,7230
31 Mar 217,2173991,5480
31 Dec 207,2713871,6210
30 Sep 207,2802171,5250
30 Jun 207,5262191,5920
31 Mar 207,9533571,6280
31 Dec 197,8753521,5990
30 Sep 197,9283191,5630
30 Jun 198,0222971,5100
31 Mar 197,9863401,4930
31 Dec 187,9713281,4860
30 Sep 187,9502101,5130
30 Jun 188,0073261,5140
31 Mar 187,9362211,5110
31 Dec 177,8672201,4970
30 Sep 177,4452361,4640
30 Jun 177,062-1641,4100
31 Mar 176,7173631,3530
31 Dec 166,5323521,3200
30 Sep 166,4383891,2770
30 Jun 166,4597011,2620
31 Mar 166,7412141,2660
31 Dec 156,7912071,2540
30 Sep 156,9712021,3020
30 Jun 157,1342191,3180

Kvalitetsintäkter: ANA har en stor engång vinst av €613.0M {1 månader till 31st December, 2025 1 månader) 31st December, 2025.

Växande vinstmarginal: ANA s nuvarande netto vinstmarginaler (3.7%) är högre än förra året (2%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: ANA s intäkter har ökat med 11.1% per år under de senaste 5 åren.

Accelererande tillväxt: ANA s intäktstillväxt under det senaste året ( 90.3% ) överstiger sitt 5-åriga genomsnitt ( 11.1% per år).

Resultat vs industri: ANA vinsttillväxt under det senaste året ( 90.3% ) översteg Electric Utilities branschen 2.8%.


Avkastning på eget kapital

Hög ROE: ANA s avkastning på eget kapital ( 18% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/25 17:08
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

Acciona, S.A. bevakas av 24 analytiker. 10 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
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Oscar Nájar RíosBanco Santander
Harry WyburdBNP Paribas