BASF SE
Closing price on Nov 11, 2026 · Source: Yahoo Finance
- Open
- €54.13
- Day range
- 53.98 – €54.83
- 52-week range
- 41.62 – €56.56
- Volume
- 397,229
- Market cap
- €48,010M
- P/E (TTM)
- 23.8x
- EPS (TTM)
- €2.28
- EPS est. 2026
- €3.24
- P/E est. 2026
- 16.8x
- Dividend yield
- 4.1%
- Beta
- 0.76
- Payout
- 94%
Analyst summary
Generated with AI · Nov 11, 2026, 14:11BASF is a diversified global chemicals group serving industrial, automotive, agricultural and consumer markets through six segments. Its latest reported quarter showed revenue of €16,360M and a net margin of 0.9%, while quarterly EPS was €0.720, ahead of consensus. Earnings have been uneven, but analysts expect full-year 2026 EPS to rise to €3.237 from €1.810 in 2025. The shares trade at €54.29, with a 4.1% trailing dividend yield.
- 1Q3 2026 revenue was €16,360M and net income was €155M.
- 2Q3 EPS of €0.720 exceeded the €0.407 estimate by +77.0%.
- 3The median analyst target is €55.00, implying +1.3% upside.
BASF financials
Q3 2026 results, quarter ended Sep 30, 2026
| Metric | Q3 2026 | 1-year change |
|---|---|---|
| Total revenue | €16,360M | n/a |
| Net income | €155M | n/a |
| Earnings per share | €0.18 | n/a |
| Net margin | 0.9% | n/a |
| Free cash flow | €524M | n/a |
| Debt / equity | 0.57 | n/a |
Revenue and net income (€M)
| Quarter | Total revenue | Net income |
|---|---|---|
| Q2 2025 | €14,788M | €79M |
| Q4 2025 | €14,031M | €560M |
| Q1 2026 | €16,020M | €927M |
| Q2 2026 | €17,206M | €4,144M |
| Q3 2026 | €16,360M | €155M |
BASF earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 3 | −€0.170−0.35 – 0.05 | +50.1%−€0.340 |
| Next quarterQ1 2027 · Analysts: 1 | €1.3001.30 – 1.30 | −1.5%€1.320 |
| Current year2026 · Analysts: 14 | €3.2372.63 – 3.66 | +44.5%€2.240 |
| Next year2027 · Analysts: 15 | €3.0622.31 – 4.30 | −5.4%€3.237 |
Forward P/E: 16.8x (2026) and 17.7x (2027) at the current price.
Actual and estimated EPS (€)
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q2 2025 | €0.090 | — |
| Q4 2025 | −€0.340 | €0.395 |
| Q1 2026 | €1.320 | €0.854 |
| Q2 2026 | €1.280 | €0.884 |
| Q3 2026 | €0.720 | €0.407 |
| Q4 2026 | — | −€0.170 |
| Q1 2027 | — | €1.300 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| 2022 | −€0.700 | — |
| 2023 | €0.250 | — |
| 2024 | €1.450 | — |
| 2025 | €1.810 | — |
| 2026 | — | €3.237 |
| 2027 | — | €3.062 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | €1.300 | −1.5% |
| Q4 2026Estimated | −€0.170 | n/s |
| Q3 2026 | €0.720est. €0.407 · surprise +77.0% | n/a |
| Q2 2026 | €1.280est. €0.884 · surprise +44.7% | +1,322.2% |
| Q1 2026 | €1.320est. €0.854 · surprise +54.5% | n/a |
| Q4 2025 | −€0.340est. €0.395 · surprise −186.1% | n/a |
| Q2 2025 | €0.090 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| 2027Estimated | €3.062 | −5.4% |
| 2026Estimated | €3.237 | +78.8% |
| 2025 | €1.810 | +24.8% |
| 2024 | €1.450 | +480.0% |
| 2023 | €0.250 | n/s |
| 2022 | −€0.700 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
BASF dividend
Yield and payments
| Dividend yield (TTM) | 4.1% |
| Forward yield (next 12m) | 4.1% |
| Dividend per share (TTM) | €2.25 |
| Forward dividend (next 12m) | €2.25 |
| Payout (TTM) | 94% |
| Last dividend | €2.25May 4, 2026 |
| Next ex-dividend date | n/a |
Dividend per share by year (€)
| Year | Dividend per share |
|---|---|
| 2019 | €3.20 |
| 2020 | €3.30 |
| 2021 | €3.30 |
| 2022 | €3.40 |
| 2023 | €3.40 |
| 2024 | €3.40 |
| 2025 | €2.25 |
| est. 12m | €2.25 |
BASF forecasts
19 analyst ratings
Consensus: Hold · 8 buy, 7 hold, 4 sell
1-year price forecast
| Target | Price | Upside |
|---|---|---|
| High | €61.00 | +12.4% |
| Median | €55.00 | +1.3% |
| Low | €42.00 | −22.6% |
| Date | Close |
|---|---|
| Nov 28, 2025 | €44.90 |
| Dec 30, 2025 | €44.43 |
| Jan 30, 2026 | €45.96 |
| Feb 27, 2026 | €48.70 |
| Mar 31, 2026 | €52.40 |
| Apr 30, 2026 | €54.74 |
| May 29, 2026 | €50.82 |
| Jun 30, 2026 | €46.78 |
| Jul 31, 2026 | €50.40 |
| Aug 31, 2026 | €52.98 |
| Sep 30, 2026 | €50.18 |
| Oct 30, 2026 | €53.46 |
| Nov 11, 2026 | €54.29 |
BASF peers
| Ticker | Company | Market cap (€M) | P/E | Price (€) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| BAS.DE | BASF | 48,010 | 23.8x | 54.29 | −0.46% | 41.6256.56 |
| DOW | Dow | 22,788 | n/a | 31.48 $ | +1.68% | 20.9342.74 |
| AI.PA | Air Liquide | 122,324 | 34.5x | 191.68 | +0.70% | 140.78192.02 |
| MT.AS | ArcelorMittal | 44,815 | 50.5x | 59.60 | +1.85% | 33.2668.56 |
| MTS.MC | ArcelorMittal | 44,800 | 51.8x | 59.58 | +1.85% | 33.2168.52 |
| HEI.DE | Heidelberg Materials | 31,627 | 15.5x | 179.90 | −1.24% | 137.20241.80 |
Stocks quoted in another currency are shown in their trading currency.
Risks, catalysts and conclusion
Generated with AI · Nov 11, 2026, 14:11Risks
- A prolonged slowdown in industrial or automotive demand could weaken volumes across BASF’s cyclical chemical businesses.
- The sharp quarterly swings in reported earnings leave results exposed to further volatility.
- With a 94% payout, weaker earnings could put pressure on the dividend’s current level.
Catalysts
- A recovery in industrial and automotive demand could support volumes across materials and surface technologies.
- Stronger agricultural and consumer-market demand could improve contributions from Agricultural Solutions and Nutrition & Care.
- Upward revisions to 2026 EPS estimates could support sentiment if earnings recovery proves more durable.
Conclusion
Analysis written automatically by AI from Yahoo Finance market data on Nov 11, 2026, 14:11.
This content is for information only and is not financial advice or a recommendation to buy or sell securities. Ratings and price targets come from third-party analysts. Investing in the stock market involves the risk of losing capital.
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