Morgan Stanley analyst Nicolas Mora maintained a Buy rating on Ferrovial (0P2N – Research Report) today and set a price target of €50.00.
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Nicolas Mora has given his Buy rating due to a combination of factors that indicate promising growth for Ferrovial. One of the key considerations is the strong performance of US Managed Lanes, which exceeded revenue expectations considerably, signaling a robust earnings season despite anticipated challenges. Additionally, while the 407 ETR results were mixed, with traffic growth offset by user discounts, the asset’s positive 2025 guidance mitigates concerns over potential penalties.
Moreover, Ferrovial’s financial outlook is bolstered by its shareholder distribution policy, featuring dividends and share buybacks that represent a total shareholder return of around 5%. The upcoming years, particularly 2026, appear promising with expected growth from existing assets and new ventures, such as the opening of New Terminal One at JFK Airport and potential new managed lanes projects in the US. This strategic positioning suggests that investors are well-compensated for holding the stock, as reflected in the recent share price increase.
According to TipRanks, Mora is ranked #2165 out of 9369 analysts.
In another report released on February 14, Kepler Capital also maintained a Buy rating on the stock with a €48.25 price target.