Ferrovial N.V.

BME:FER Stok Raporu

Piyasa değeri: €34.1b

Ferrovial Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Ignacio Fernandez

İcra Kurulu Başkanı

€6.2m

Toplam tazminat

CEO maaş yüzdesi25.97%
CEO görev süresi7yrs
CEO sahipliği0.03%
Yönetim ortalama görev süresi4.8yrs
Yönetim Kurulu ortalama görev süresi7yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi • Sep 03

FER: I-24 Project Uncertainty Will Temper Returns Despite Fair Outlook

Analysts have lifted their fair value estimate for Ferrovial, which supports a higher implied price target of about €46.42 from €43.62. They also flag slightly higher discount rate and P/E assumptions, along with modest tweaks to revenue growth and profit margin expectations, following recent research updates referencing uncertainty around the I24 bid.
Anlatı Güncellemesi • Aug 13

FER: Future Toll Platform Will Support Upside Despite Cautious Revenue Assumptions

Analysts have trimmed their fair value estimate for Ferrovial to about €78 from about €80, reflecting reduced revenue growth assumptions, a slightly higher discount rate, and a view that the current asset base offers limited upside at recent share levels. What’s in the News for Ferrovial No recent Ferrovial specific news items or key developments were provided as of 13 Aug 2026.
Anlatı Güncellemesi • Jul 30

FER: High Asset Quality And US Highways Will Support Balanced Outlook

Analysts have modestly lifted their fair value estimate for Ferrovial from about €61.00 to around €62.20, reflecting tweaks to assumptions on revenue growth, margins and future P/E. A recent downgrade to Neutral highlighted limited upside at current share levels.
Anlatı Güncellemesi • Jul 15

FER: Future Toll Platform Expansion Will Support A Higher Valuation

Analysts have updated their view on Ferrovial with a revised price target moving from €67.00 to about €79.73. This reflects a reset in fair value assumptions alongside changes in discount rate, revenue growth, profit margin and future P/E expectations, while also noting limited upside at current share levels.
Anlatı Güncellemesi • Jul 01

FER: Future U.S. Infrastructure Wins Will Not Offset Rich Pricing

Analysts have raised their fair value estimate for Ferrovial to about €43.62 from €41.05, citing high asset quality but also noting limited upside on the current asset base at prevailing share levels. This is reflected in a recent downgrade to Neutral and a €70 price target.
Anlatı Güncellemesi • Jun 17

FER: High Asset Quality And US Contracts Will Support Balanced Outlook

Analysts have slightly increased their fair value estimate for Ferrovial, with the price target moving to about €61. This reflects fine-tuning of discount rate and margin assumptions following recent research that cites solid asset quality but more limited upside at current share levels.
Anlatı Güncellemesi • Jun 03

FER: High Asset Quality And Toll Pricing Power Will Shape Balanced Outlook

Narrative Update Ferrovial's analyst fair value estimate has been adjusted from €59.83 to €60.95, as analysts weigh recent downgrades that highlight solid asset quality but limited perceived upside on the current asset base at recent share levels. Analyst Commentary Recent research updates on Ferrovial converge around strong asset quality and a fuller valuation at current share levels, with target prices in the $70 to $70.93 range and rating shifts toward more neutral stances.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
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Yeni Anlatı • 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.

CEO Tazminat Analizi

Ignacio Fernandez'un ücretlendirmesi Ferrovial'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

€592m

Mar 31 2026n/an/a

€730m

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

Tazminat ve Piyasa: Ignacio 'nin toplam tazminatı ($USD 7.11M ), Spanish pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.81M ).

Tazminat ve Kazançlar: Ignacio 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Ignacio Fernandez (60 yo)

7yrs
Görev süresi
€6,160,000
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.7yrs€7.05m0.21%
€ 73.2m
Ignacio Fernandez
CEO & Executive Director7yrs€6.16m0.030%
€ 10.1m
Ernesto Mozo
Chief Financial Officer16.9yrsVeri yok0.029%
€ 10.0m
Angel Sanchez
Major Projects & Operations Director2.2yrsVeri yokVeri yok
Ignacio del Pino
Chief Investment Officer1.8yrsVeri yokVeri yok
Dimitris Bountolos
Chief Information & Innovation Officer6.2yrsVeri yokVeri yok
Silvia Ruiz
Investor Relations Directorno dataVeri yokVeri yok
Geerte Hesen
General Counsel2.3yrsVeri yokVeri yok
Patricia Leiva
Director of Communication & Corporate Social Responsibility3.5yrsVeri yokVeri yok
Carlos Paredes
Chief Human Resources Officer6.7yrsVeri yokVeri yok
Valentín Arias
Director of Sustainabilityno dataVeri yokVeri yok
Ignacio Garcia Bilbao
Chief Financial Officer of Ferrovial Constructionno dataVeri yokVeri yok
4.8yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim: FER 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Rafael del Pino y Calvo-Sotelo
President & Executive Chairman34.7yrs€7.05m0.21%
€ 73.2m
Ignacio Fernandez
CEO & Executive Director7yrs€6.16m0.030%
€ 10.1m
Philip Bowman
Non-Executive Independent Director10.2yrs€175.00k0.0048%
€ 1.6m
Óscar Fanjul Martín
Non-Executive Independent Vice Chairman11.2yrs€243.00k0.0072%
€ 2.4m
Juan Manuel Hoyos de Irujo
Non-Executive Independent Lead Director6.9yrs€175.00k0.0011%
€ 378.0k
Emani Sarma
Independent Non-Executive Directorless than a yearVeri yokVeri yok
Maria del Pino y Calvo-Sotelo
Non-Executive Director20yrs€175.00k0.088%
€ 30.1m
Bruno V. Di Leo
Non-Executive Independent Director8.2yrs€174.00k0.000050%
€ 17.0k
Gonzalo Urquijo y de Araoz
Non-Executive Independent Director6.8yrs€183.00kVeri yok
Hildegard Wortmann
Non-Executive Independent Director5.3yrs€168.00k0.000050%
€ 17.0k
Elisenda Bou-Balust
Non-Executive Independent Directorless than a yearVeri yokVeri yok
7.0yrs
Ortalama Görev Süresi
68yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: FER 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/15 12:05
Gün Sonu Hisse Fiyatı2026/09/15 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Ferrovial N.V. 29 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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