Iberdrola S.A.: 1 director

A director at Iberdrola S.A. bought 5,183 shares at 15.628EUR and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/25/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 25/09/2025

Iberdrola : The path is marked out

Iberdrola : Le sillon est tracé

IBERIAN DAILY 25 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF, IBERDROLA, SANTANDER. Drivers lacking to hit new highs In a session without drivers, European stock markets were a mixed bag after Trump reaffirmed his support of NATO’s defence. In the STOXX 600, the best-performing sectors were cyclicals linked to raw materials like Basic Materials and Energy, but also the industrial subsector of Defence, whereas Construction and Financial Services ended with the biggest drops. On the macro side, in Germany the IFO worsened unexpectedly in ...

INFORME DIARIO 25 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, IBERDROLA, SANTANDER. EUROPA: TOTALENERGIES. Falta de catalizadores para llegar a nuevos máximos En una jornada sin catalizadores, las bolsas europeas cerraron mixtas después de que D. Trump reafirmase su apoyo a la defensa de la OTAN. En el STOXX 600 los mejores sectores fueron cíclicos ligados a las materias primas como R. Básicos y Energía pero también el subsector industrial de Defensa mientras que Construcción y S. Financieros terminaron...

IBERIAN DAILY 22 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ELECTRICITY SECTOR, IBERDROLA. IBEX “saves” the week Slight gains in Europe on Friday, but somewhat stronger for the IBEX, which had lagged behind in a positive week for stock markets, where we highlight the performance of the technology sector on both sides of the Atlantic. In the STOXX 600, Technology was the sector that rose the most on the week (+5%), with Media and Telecoms falling the most. On the macro side, in the UK August’s retail sales fell less than expected. In France...

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/19/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 19/09/2025

IBERIAN DAILY 19 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AENA, CAF, FCC, TELEFÓNICA, VISCOFAN. The Fed spurs the markets Following the expected rate cut by the Fed, European stock markets reacted with sharp rises of more than +1.5%. The IBEX lagged behind and closed with slight losses due to the lack of technology stocks. In the STOXX 600, Technology was once again the big winner, with Utilities and Basic Materials falling the most. On the macro side, in the US the Philadelphia Fed manufacturing index rose sharply in August. Weekly jobl...

INFORME DIARIO 19 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CAF, FCC, TELEFÓNICA, VISCOFAN. EUROPA: ESSILORLUXOTTICA. La Fed anima las bolsas Tras la esperada bajada de tipos por parte de la Fed, las bolsas europeas reaccionaron con fuertes avances por encima del +1,5%. El Ibex se quedó rezagado y cerró con tímidas pérdidas por la ausencia de representación tecnológica. Así, en el STOXX 600 Tecnología volvió a liderar con fuerza los avances frente a Utilities y R. Básicos que fueron los que más cayero...

Iberdrola : A robust growth trajectory out to 2031. Outperform vs Neut...

The outlines of the 2026-2031 plan, which aims to increase investment in regulated activities, particularly in the US and the UK, bolster the group's growth and resilience profile in a volatile and politically sensitive sector environment. Factoring in the first elements of the plan, unveiled at end-July , prompts us to raise our target price to € 18.7 from € 16.5, representing upside of 20.3%. As such, given the group's track record on beating its strategic trajectory, we have upgraded our reco...

Iberdrola : Une trajectoire de croissance balisée jusqu’en 2031. Surpe...

Les contours du plan 2026/2031, visant une augmentation des investissements dans les activités régulées notamment aux USA et au Royaume-Uni, confortent le profil de croissance et de résilience du groupe dans un environnement sectoriel volatil et politiquement sensible. L’intégration des premiers éléments du plan, dévoilés fin juillet, nous amène à rehausser notre OC à 18.7 € vs 16.5 €, soit un potentiel de 20.3%. Ainsi et compte tenu de la capacité historique du groupe à battre sa trajectoire st...

IBERIAN DAILY 17 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF, CAIXABANK. Corrections ahead of the Fed Yesterday corrections on European stock market cancelled out Monday’s gains amid doubts about higher fiscal pressure in Europe and despite the robust macroeconomic data released in the US. In the STOXX 600, all sectors except Basic Resources ended with drops, led by Insurance and Banks. On the macro side, in Germany, September’s ZEW index rose unexpectedly. In the euro zone, July’s industrial output climbed more than expected in MoM ter...

Daimler Truck : Sustainability Weekly 8 - 12 September 2025

Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...

Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025

La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...

Coffee, Croissants & Credit/Vattenfall, Orsted and Iberdrola

Utilities - Moody's affirms Vattenfall at A3. Orsted and Equinor could combine their renewable assets. Iberdrola increases stake in Neoenergia

IBERIAN DAILY 11 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA. Spain breaks away from the pack It was a transitional session on European stock markets, which ended mixed awaiting the ECB meeting today. By indices, the IBEX 35 once again stood out with a breakaway gap aiming at the resistance level of 15,458, thanks to the strong performance by Inditex (+6% on the day). In the STOXX 600, Retail (hailing Inditex’s results) and Banks led the gains, whereas Travel & Leisure and Chemicals suffered the biggest corrections. On the macro s...