Ashland Yönetim
Yönetim kriter kontrolleri 4/4
Ashland CEO'su Guillermo Novo, Dec2019 tarihinde atandı, in görev süresi 6.42 yıldır. in toplam yıllık tazminatı $ 7.91M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.6% maaş ve 85.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.38% ine doğrudan sahiptir ve bu hisseler $ 9.47M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 3.8 yıldır.
Anahtar bilgiler
Guillermo Novo
İcra Kurulu Başkanı
US$7.9m
Toplam tazminat
| CEO maaş yüzdesi | 14.57% |
| CEO görev süresi | 6.4yrs |
| CEO sahipliği | 0.4% |
| Yönetim ortalama görev süresi | 2.3yrs |
| Yönetim Kurulu ortalama görev süresi | 3.8yrs |
Son yönetim güncellemeleri
Recent updates
Analiz Güncellemesi • May 01
ASH: Future Margins Will Likely Improve On 2026 Guidance And Completed Buybacks
Analysts keep their average Ashland price target steady at $60.00, citing small model tweaks such as a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E assumption as the basis for this unchanged view. What's in the News Ashland updated full-year fiscal 2026 sales guidance to a range of $1,835 million to $1,870 million, giving you a specific revenue band to track for the upcoming year (Key Developments).
Analiz Güncellemesi • Apr 16
ASH: EMEA Partnership And 2026 Guidance Will Support Future Upside
Analysts have maintained their $73.00 price target for Ashland, citing revised assumptions for discount rates, revenue growth, profit margins, and a lower future P/E estimate as the main factors supporting the unchanged outlook. What's in the News Ashland reported that from October 1, 2025 to December 31, 2025, it did not repurchase any shares under its existing program.Analiz Güncellemesi • Apr 02
ASH: EMEA Distribution Partnership And Buybacks Will Support Future Upside Potential
Analysts have held Ashland's fair value at $73.00, with updated assumptions that include a slightly higher discount rate, a modest adjustment to revenue growth, a lower profit margin outlook, and a higher future P/E. Together these factors shape the latest view on the stock's risk and return trade off.Analiz Güncellemesi • Mar 19
ASH: Future Margins Will Likely Improve On Expanded EMEA Distribution And Buybacks
Analysts have adjusted their price target on Ashland from $51.00 to $60.00. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.Analiz Güncellemesi • Mar 04
ASH: Global Distribution Partnership Will Support Future Upside Potential
Analysts have trimmed their price target on Ashland to $73 from $77, reflecting updated assumptions that include slightly different revenue growth and discount rate inputs, along with a higher projected profit margin and a lower future P/E multiple. What's in the News Ashland reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares under its existing buyback, while confirming that the overall program launched on June 28, 2023 has reached 5,826,514 shares, or 11.86%, for a total of $480.07 million (Key Developments).
Analiz Güncellemesi • Feb 18
ASH: Repurchases And New Distribution Partnership Will Support Stronger Future Performance
Analysts have lifted their price target on Ashland from $63.20 to $67.10, reflecting updated assumptions that include a different discount rate, adjusted revenue growth and profit margin expectations, and a revised future P/E estimate. What’s in the News Ashland completed a share repurchase program covering 5,826,514 shares, representing 11.86% of the company, for a total of $480.07m under the buyback announced on June 28, 2023 (Key Developments).Analiz Makalesi • Feb 06
Ashland (NYSE:ASH) Is Paying Out A Dividend Of $0.415
Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend of $0.415 per share on the 15th of March. The...Analiz Güncellemesi • Feb 04
ASH: Global Distribution And Buybacks Will Support Future Upside Potential
Analysts have maintained their fair value estimate for Ashland at $77.00. They indicate that updated assumptions for revenue growth, profit margins and future P/E broadly offset one another, resulting in a stable target.Analiz Makalesi • Jan 23
Ashland (NYSE:ASH) Will Pay A Dividend Of $0.415
The board of Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend on the 15th of March, with investors...Analiz Güncellemesi • Jan 20
ASH: Higher Margins And Buyback Support Will Drive Bullish Upside
Analysts have nudged their price target on Ashland to US$77.00, reflecting modestly higher assumed revenue growth and profit margins, alongside a slightly lower future P/E multiple in their models. What's in the News Ashland reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 under its ongoing buyback program.Analiz Güncellemesi • Jan 06
ASH: Earnings Outlook And Higher P/E Will Support Bullish Upside
Ashland's analyst price target moved from $79.00 to $77.00 as analysts factor in updated assumptions around fair value, profitability, revenue growth, and a higher future P/E multiple. What's in the News Ashland issued earnings guidance for full fiscal year 2026, giving you a clearer sense of management's current expectations for the business.Analiz Güncellemesi • Dec 14
ASH: Future Margins Will Likely Deteriorate Despite Stronger Revenue Outlook
Analysts have trimmed their price target on Ashland by approximately $2.00 to reflect expectations for stronger top line growth, but meaningfully lower profit margins that together warrant a higher future earnings multiple. What's in the News Ashland issued full fiscal 2026 guidance, projecting sales of $1,835 million to $1,905 million, implying organic growth of approximately one to five percent over the prior year (company guidance).Analiz Güncellemesi • Nov 28
ASH: New Guidance And Minimal Impact From Outage Will Drive Stronger Performance
Analysts have raised Ashland's fair value price target slightly from $62.40 to $63.20, citing updated expectations for revenue growth and evolving profitability assumptions. What's in the News Ashland Inc.Analiz Güncellemesi • Nov 03
ASH: Operational Recovery Will Drive Future Gains Despite Temporary Plant Impact
Analysts have revised Ashland's fair value estimate downward from $64.70 to $62.40. This revision reflects updated expectations for slightly increased revenue growth but lower profit margins, which together contribute to a modestly higher projected discount rate and future P/E multiple.Analiz Makalesi • Jul 08
Pinning Down Ashland Inc.'s (NYSE:ASH) P/S Is Difficult Right Now
It's not a stretch to say that Ashland Inc.'s ( NYSE:ASH ) price-to-sales (or "P/S") ratio of 1.2x seems quite...Seeking Alpha • Jun 08
Ashland: Time To Rise From Its Ashes
Summary Ashland's ongoing asset divestitures and buybacks have failed to drive meaningful per-share growth, while sales and earnings continue to shrink. Recent guidance cuts, weak organic performance, and rising leverage ratios highlight operational challenges and increase my caution toward the stock. Despite a >3% dividend yield and a lower valuation, I see few signs of a turnaround or value creation from current strategies. Given underwhelming results, elevated debt, and management turnover, I do not find Ashland's dip attractive and prefer to stay on the sidelines. Read the full article on Seeking AlphaAnaliz Makalesi • May 17
Ashland's (NYSE:ASH) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Ashland Inc. ( NYSE:ASH ) has announced that it will be increasing its dividend by 2.5% on the 15th of...Analiz Makalesi • Mar 29
Is There An Opportunity With Ashland Inc.'s (NYSE:ASH) 46% Undervaluation?
Key Insights Ashland's estimated fair value is US$108 based on 2 Stage Free Cash Flow to Equity Current share price of...Seeking Alpha • Feb 27
Ashland Presents Attractive Upside Emerging From The Downcycle
Summary Ashland is generating attractive free cash flow and is well-positioned to achieve its 2027 target of $600 million EBITDA and 50% FCF conversion rate. Despite the stock selling off over the last 8 months, Ashland's strategic acquisitions and divestitures have strengthened its market position, with a focus on high-margin, patent-protected products. Ashland's strong balance sheet, low leverage, and fixed-rate debt provide stability and flexibility to navigate the current downcycle in the specialty chemicals sector. With significant insider buying and undervaluation relative to peers, Ashland presents an attractive investment opportunity with potential for 17.1%-23.5% annualized returns. Read the full article on Seeking AlphaAnaliz Makalesi • Feb 20
We Like These Underlying Return On Capital Trends At Ashland (NYSE:ASH)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Analiz Makalesi • Feb 05
Ashland (NYSE:ASH) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Jan 14
Here's Why Shareholders May Want To Be Cautious With Increasing Ashland Inc.'s (NYSE:ASH) CEO Pay Packet
Key Insights Ashland will host its Annual General Meeting on 21st of January CEO Guillermo Novo's total compensation...Seeking Alpha • Dec 12
Ashland: A Stable Stock Trading At 50% Discount To Its Intrinsic Value
Summary Ashland Inc. (NYSE: ASH) offers a promising upside of 58.3% with a target price of $125.72, driven by its strong financial fundamentals and growth potential in biotechnology. The company is well-diversified, primarily serving the pharmaceutical and cosmetic industries, which account for over two-thirds of its revenue. Despite a modest 2% dividend yield, Ashland consistently pays dividends and has a history of share buybacks, signaling shareholder commitment. Read the full article on Seeking AlphaAnaliz Makalesi • Dec 10
Subdued Growth No Barrier To Ashland Inc.'s (NYSE:ASH) Price
There wouldn't be many who think Ashland Inc.'s ( NYSE:ASH ) price-to-earnings (or "P/E") ratio of 18.1x is worth a...Analiz Makalesi • Nov 06
Ashland Inc.'s (NYSE:ASH) Intrinsic Value Is Potentially 27% Above Its Share Price
Key Insights The projected fair value for Ashland is US$108 based on 2 Stage Free Cash Flow to Equity Current share...Analiz Makalesi • Sep 16
Here's Why Ashland (NYSE:ASH) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Yeni Analiz • Sep 02
Navigating Challenges With Critical Divestitures And Personal Care Sector Growth
Streamlining operations by exiting lower-margin businesses and focusing on high-margin sectors to improve profit margins and financial health.Analiz Makalesi • Aug 30
Returns On Capital At Ashland (NYSE:ASH) Paint A Concerning Picture
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Analiz Makalesi • Aug 15
Ashland's (NYSE:ASH) Soft Earnings Are Actually Better Than They Appear
Ashland Inc.'s ( NYSE:ASH ) earnings announcement last week contained some soft numbers, disappointing investors. We...Analiz Makalesi • Aug 12
Getting In Cheap On Ashland Inc. (NYSE:ASH) Is Unlikely
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Analiz Makalesi • Jul 28
A Look At The Fair Value Of Ashland Inc. (NYSE:ASH)
Key Insights The projected fair value for Ashland is US$101 based on 2 Stage Free Cash Flow to Equity Ashland's...Analiz Makalesi • Jun 20
Why Ashland Inc. (NYSE:ASH) Could Be Worth Watching
Ashland Inc. ( NYSE:ASH ), is not the largest company out there, but it had a relatively subdued couple of weeks in...Analiz Makalesi • Jun 05
Ashland (NYSE:ASH) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$685m |
| Dec 31 2025 | n/a | n/a | -US$670m |
| Sep 30 2025 | US$8m | US$1m | -US$822m |
| Jun 30 2025 | n/a | n/a | -US$836m |
| Mar 31 2025 | n/a | n/a | -US$86m |
| Dec 31 2024 | n/a | n/a | US$5m |
| Sep 30 2024 | US$9m | US$1m | US$199m |
| Jun 30 2024 | n/a | n/a | US$172m |
| Mar 31 2024 | n/a | n/a | US$183m |
| Dec 31 2023 | n/a | n/a | US$154m |
| Sep 30 2023 | US$7m | US$1m | US$168m |
| Jun 30 2023 | n/a | n/a | US$236m |
| Mar 31 2023 | n/a | n/a | US$245m |
| Dec 31 2022 | n/a | n/a | US$191m |
| Sep 30 2022 | US$9m | US$1m | US$181m |
| Jun 30 2022 | n/a | n/a | US$155m |
| Mar 31 2022 | n/a | n/a | US$175m |
| Dec 31 2021 | n/a | n/a | US$162m |
| Sep 30 2021 | US$8m | US$1m | US$173m |
| Jun 30 2021 | n/a | n/a | US$75m |
| Mar 31 2021 | n/a | n/a | US$54m |
| Dec 31 2020 | n/a | n/a | -US$546m |
| Sep 30 2020 | US$12m | US$813k | -US$555m |
| Jun 30 2020 | n/a | n/a | -US$464m |
| Mar 31 2020 | n/a | n/a | -US$491m |
| Dec 31 2019 | n/a | n/a | US$129m |
| Sep 30 2019 | US$115k | n/a | -US$39m |
Tazminat ve Piyasa: Guillermo 'ın toplam tazminatı ($USD 7.91M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 7.10M ).
Tazminat ve Kazançlar: Guillermo 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Guillermo Novo (63 yo)
6.4yrs
Görev süresi
US$7,907,423
Tazminat
Mr. Guillermo Novo serves as Chief Executive Officer and President of Versum Materials, Inc. He serves as Independent Director of PPG Industries, Incorporated and has served as its Director since February...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 6.4yrs | US$7.91m | 0.38% $ 9.5m | |
| Senior VP | 2.3yrs | US$2.35m | 0.0045% $ 112.6k | |
| Senior VP & CTO | 10.3yrs | US$1.74m | 0.065% $ 1.6m | |
| Senior VP & GM of Personal Care | 3yrs | US$1.42m | 0.0093% $ 234.2k | |
| Senior VP and GM of Life Sciences & Intermediates | 1.9yrs | US$2.09m | 0.012% $ 314.3k | |
| Senior Vice President of Operations | less than a year | Veri yok | Veri yok | |
| VP, Controller & Principal Accounting Officer | 1yr | Veri yok | 0.0023% $ 58.9k | |
| Senior VP | 2.8yrs | Veri yok | 0.013% $ 323.4k | |
| Vice President of Corporate Affairs | no data | Veri yok | Veri yok | |
| Senior VP & Chief HR Officer | 5.8yrs | Veri yok | 0.017% $ 418.1k | |
| SVP & General Manager of Specialty Additives | 2.1yrs | Veri yok | 0.0012% $ 29.2k | |
| Treasurer | 2.3yrs | Veri yok | Veri yok |
2.3yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş
Deneyimli Yönetim: ASH 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 7yrs | US$7.91m | 0.38% $ 9.5m | |
| Independent Director | 8.3yrs | US$264.98k | 0.024% $ 599.7k | |
| Lead Independent Director | 8.8yrs | US$284.98k | 0.026% $ 651.4k | |
| Independent Director | 3.8yrs | US$268.30k | 0.0044% $ 110.6k | |
| Independent Director | 3.8yrs | US$249.98k | 0.0087% $ 219.4k | |
| Independent Director | 2.1yrs | US$250.03k | 0.0026% $ 65.2k | |
| Independent Director | 2yrs | US$249.98k | 0.0046% $ 116.1k | |
| Independent Director | 2.5yrs | US$260.40k | 0.0049% $ 124.4k |
3.8yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: ASH 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 06:49 |
| Gün Sonu Hisse Fiyatı | 2026/05/11 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/09/30 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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
Ashland Inc. 20 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| William Selesky | Argus Research Company |
| John McNulty | BMO Capital Markets Equity Research |
| David Begleiter | Deutsche Bank |