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Iberdrola, S.A.BME:IBE Stock Report

Market Cap €128.1b
Share Price
€19.20
€19.17
0.1% overvalued intrinsic discount
1Y22.8%
7D-0.9%
Portfolio Value
View

Iberdrola, S.A.

BME:IBE Stock Report

Market Cap: €128.1b

Iberdrola (IBE) Stock Overview

Engages in the generation, production, transmission, distribution, and supply of electricity in Spain, the United Kingdom, the United States, Mexico, Brazil, Germany, France, and Australia. More details

IBE fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance5/6
Financial Health2/6
Dividends4/6

IBE Community Fair Values

Create Narrative

See what 111 others think this stock is worth. Follow their fair value or set your own to get alerts.

Iberdrola, S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Iberdrola
Historical stock prices
Current Share Price€19.43
52 Week High€20.60
52 Week Low€15.10
Beta0.58
1 Month Change-1.89%
3 Month Change-3.31%
1 Year Change22.79%
3 Year Change67.17%
5 Year Change69.43%
Change since IPO2,498.32%

Recent News & Updates

Narrative Update Apr 25

IBE: Neutral Outlook As Renewable JV Expansion And Governance Changes Shape Returns

The analyst price target for Iberdrola has moved slightly higher to about €19.17, with analysts pointing to updated assumptions around long term profit margins and P/E multiples. This comes even as revenue growth expectations are adjusted and recent price target changes from major firms highlight valuation as a key consideration.
Narrative Update Apr 11

IBE: Neutral Outlook With Renewable JV And Governance Moves Shaping Next Phase

Analysts have nudged the fair value estimate for Iberdrola slightly higher to €18.84, citing a series of price target revisions around €20 to €20.50 and a cluster of Neutral ratings. These indicate a more balanced risk reward view following the recent share price move.

Recent updates

Narrative Update Apr 25

IBE: Neutral Outlook As Renewable JV Expansion And Governance Changes Shape Returns

The analyst price target for Iberdrola has moved slightly higher to about €19.17, with analysts pointing to updated assumptions around long term profit margins and P/E multiples. This comes even as revenue growth expectations are adjusted and recent price target changes from major firms highlight valuation as a key consideration.
Narrative Update Apr 11

IBE: Neutral Outlook With Renewable JV And Governance Moves Shaping Next Phase

Analysts have nudged the fair value estimate for Iberdrola slightly higher to €18.84, citing a series of price target revisions around €20 to €20.50 and a cluster of Neutral ratings. These indicate a more balanced risk reward view following the recent share price move.
Narrative Update Mar 28

IBE: Neutral Stance And Renewable JV Expansion Will Shape A Balanced Outlook

The updated analyst price target for Iberdrola is now set at about €18.80, a slight move from roughly €18.76, as analysts weigh a richer valuation following recent downgrades to Neutral and mixed price target revisions across the Street. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets around €20 to €20.50 see room for upside versus the current average target of about €18.80, which implies some confidence that Iberdrola can justify a richer valuation.
Narrative Update Mar 13

IBE: Neutral Ratings And Renewable JV Expansion Will Shape A Balanced Outlook

The analyst fair value estimate for Iberdrola has moved slightly higher to about €18.76, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples, as reflected in recent neutral ratings and price targets around €20 to €20.50. Analyst Commentary Recent research updates cluster around a neutral view on Iberdrola, with several firms now aligned around price targets of about €20 to €20.50.
Narrative Update Feb 26

IBE: Mixed Ratings And Renewable JV Expansion Will Shape A Balanced Outlook

Analysts have nudged their price target for Iberdrola to about €18.70 from roughly €17.90. This reflects updated views on slightly lower revenue growth assumptions, a broadly stable discount rate, modestly higher profit margin forecasts, and a higher expected future P/E multiple informed by recent mixed rating actions and target revisions across the Street.
Narrative Update Feb 09

IBE: Project Execution And Policy Stability Will Shape A Balanced Outlook

Analysts have nudged Iberdrola’s price target higher by €1.50, reflecting updated assumptions around a slightly lower discount rate, adjusted revenue growth and margin expectations, as well as a modest tweak to future P/E estimates. Analyst Commentary Recent price target revisions suggest analysts are fine tuning their expectations for Iberdrola, with valuation work now reflecting slightly different assumptions on discount rates, revenue growth and margins, as well as updated P/E inputs.
Narrative Update Jan 25

IBE: Power Demand And Green Hydrogen Will Shape A Balanced Outlook

Narrative update The analyst price target for Iberdrola moves up by about €0.50 to €17.89. Analysts broadly cite updated assumptions around profit margins and future P/E, as well as mixed recent research that includes a €1.50 target increase, an upgrade to Buy, and a separate Sell rating at €16.20.
Narrative Update Jan 08

IBE: Power Demand And Green Hydrogen Projects Will Shape Balanced Outlook

Analysts have nudged their price target for Iberdrola slightly higher to €17.39 from €17.32, citing mixed recent views. Some see support from growing electricity demand in the U.S. and UK, while others express caution with targets around €16.20.
Narrative Update Dec 25

IBE: Rising Power Demand And Hydrogen Projects Will Support Mixed-View Outlook

Analysts have nudged their fair value estimate for Iberdrola slightly higher, from EUR 17.15 to EUR 17.32, citing both rising electricity demand in key markets and incremental improvements in long term profitability and valuation assumptions despite mixed rating actions. Analyst Commentary Recent rating and target price changes highlight a divided but incrementally constructive view on Iberdrola, with differing opinions on how much of the company’s improving fundamentals are already reflected in the share price.
Analysis Article Dec 18

Iberdrola (BME:IBE) Has Announced A Dividend Of €0.2033

Iberdrola, S.A.'s ( BME:IBE ) investors are due to receive a payment of €0.2033 per share on 26th of January. Based on...
Narrative Update Dec 11

IBE: Key Market Power Demand Will Support Operations Amid Mixed Ratings Narrative

Analysts have nudged their fair value estimate for Iberdrola slightly higher to EUR 17.15 from EUR 17.06, citing a stronger multiyear revenue growth outlook and supportive recent rating and target price revisions despite some dissenting views. Analyst Commentary Street research remains divided on Iberdrola, with recent rating changes and target price revisions underscoring a debate around how much of the multiyear growth story is already reflected in the share price.
Analysis Article Dec 07

Iberdrola, S.A.'s (BME:IBE) Shareholders Might Be Looking For Exit

When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
Narrative Update Nov 27

IBE: Demand In Key Markets Will Support Operations Amid Sector Challenges

Analysts have modestly raised their price target for Iberdrola from €16.82 to €17.06. They cite increased demand for electricity in key markets and an improved profit outlook as reasons for this adjustment.
Narrative Update Nov 10

IBE: Earnings Outlook And Execution Will Face Sector Headwinds And Operational Risks

The consensus analyst price target for Iberdrola has increased modestly from €16.50 to €16.82. This change reflects updated analyst expectations based on incremental improvements in projected profit margin and fair value, despite slower anticipated revenue growth and a higher discount rate.
Analysis Article Nov 02

Iberdrola's (BME:IBE) Dividend Will Be €0.2025

The board of Iberdrola, S.A. ( BME:IBE ) has announced that it will pay a dividend on the 26th of January, with...
Narrative Update Oct 27

Recent Upgrades And Sector Momentum Will Drive Broader Grid Modernization Efforts

Analysts have raised their fair value estimate for Iberdrola from €16.32 to €16.50. This reflects higher anticipated revenue growth and a series of improved price targets from recent research coverage.
Narrative Update Oct 13

US And UK Expansion Will Fuel Future Grid Modernization

The analyst price target for Iberdrola has increased modestly from EUR 16.14 to EUR 16.32. This change reflects analysts' optimism driven by recent positive revisions to revenue growth forecasts and supportive updates from multiple research firms.
Narrative Update Sep 19

US And UK Expansion Will Fuel Future Grid Modernization

The consensus price target for Iberdrola saw a marginal upward revision to €16.14, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News Iberdrola experienced a significant incident at its Flyers Creek wind farm in Australia, where a GE Vernova turbine blade bent in half following storm-related damage; the damaged blade was removed from service, and a replacement is pending installation (Recharge News).
Narrative Update Sep 04

US And UK Expansion Will Fuel Future Grid Modernization

With consensus revenue growth forecasts steady at 3.7% and a modest decline in future P/E from 19.53x to 18.83x indicating slightly improved valuation, Iberdrola’s consensus analyst price target remains unchanged at €15.94. What's in the News Iberdrola announced a private placement of common shares for gross proceeds of €5,016,000.
Analysis Article Jun 25

Iberdrola's (BME:IBE) Shareholders Will Receive A Bigger Dividend Than Last Year

Iberdrola, S.A. ( BME:IBE ) has announced that it will be increasing its dividend from last year's comparable payment...
Analysis Article Jun 24

Investors Will Want Iberdrola's (BME:IBE) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Analysis Article May 23

We Think Some Shareholders May Hesitate To Increase Iberdrola, S.A.'s (BME:IBE) CEO Compensation

Key Insights Iberdrola's Annual General Meeting to take place on 30th of May Salary of €1.00m is part of CEO Armando...
User avatar
New Narrative Nov 07

Regulatory Hurdles And Debt Overload Threaten Profit Margins And Earnings Stability

Increased exposure to A-Rated countries may lead to stricter regulations and compliance costs, impacting net margins due to necessary regulatory investments.

Shareholder Returns

IBEES Electric UtilitiesES Market
7D-0.9%-2.0%-1.1%
1Y22.8%19.1%21.9%

Return vs Industry: IBE exceeded the Spanish Electric Utilities industry which returned 19.1% over the past year.

Return vs Market: IBE matched the Spanish Market which returned 21.9% over the past year.

Price Volatility

Is IBE's price volatile compared to industry and market?
IBE volatility
IBE Average Weekly Movement2.7%
Electric Utilities Industry Average Movement4.1%
Market Average Movement4.1%
10% most volatile stocks in ES Market6.7%
10% least volatile stocks in ES Market1.0%

Stable Share Price: IBE has not had significant price volatility in the past 3 months compared to the Spanish market.

Volatility Over Time: IBE's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
184045,339Pedro Azagra Blazquezwww.iberdrola.com

Iberdrola, S.A. engages in the generation, production, transmission, distribution, and supply of electricity in Spain, the United Kingdom, the United States, Mexico, Brazil, Germany, France, and Australia. It generates electricity from renewable sources, such as onshore and offshore wind, photovoltaic, hydro, other energy sources, conventional nuclear, and combined cycle plants, as well as through batteries. The company is involved in the purchase and sale of electricity and gas on wholesale markets; energy retail supply activities, such as gas and electricity, and other products and services, including hydrogen, as well as non-renewable generation; and production of green hydrogen.

Iberdrola, S.A. Fundamentals Summary

How do Iberdrola's earnings and revenue compare to its market cap?
IBE fundamental statistics
Market cap€128.13b
Earnings (TTM)€5.49b
Revenue (TTM)€43.51b
23.6x
P/E Ratio
3.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IBE income statement (TTM)
Revenue€43.51b
Cost of Revenue€20.06b
Gross Profit€23.46b
Other Expenses€17.96b
Earnings€5.49b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 22, 2026

Earnings per share (EPS)0.82
Gross Margin53.91%
Net Profit Margin12.62%
Debt/Equity Ratio90.7%

How did IBE perform over the long term?

See historical performance and comparison

Dividends

3.5%
Current Dividend Yield
84%
Payout Ratio

Does IBE pay a reliable dividends?

See IBE dividend history and benchmarks
When do you need to buy IBE by to receive an upcoming dividend?
Iberdrola dividend dates
Ex Dividend DateMay 21 2026
Dividend Pay DateJun 01 2026
Days until Ex dividend2 days
Days until Dividend pay date13 days

Does IBE pay a reliable dividends?

See IBE dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 18:03
End of Day Share Price 2026/05/18 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Iberdrola, S.A. is covered by 41 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullBanco de Sabadell. S.A.
Bosco Muguiro EulateBanco Santander
José Ruiz FernandezBarclays