Barclays reinstates Ferrovial at 'overweight' seeing 'time on your side'

Ferrovial NV

16/02/2026 08:18

** Barclays reinstates its rating on Spanish infrastructure operator Ferrovial FERF.AS at "overweight," citing a unique asset mix offering growth and duration

** The broker points to near-term catalysts from pricing and expected traffic

** It highlights the stock's attractive Internal Rate of Return and compounder status

** It sees "significant optionality" from the company's current projects and the possibility of new asset awards this year

** Along with the reinstatement, Barclays sets target price at 70 euros/shr

**  Out of 23 analysts that cover Ferrovial SE, 15 rate the stock "strong buy" or "buy,"​six rate "hold" and two​ rate the stock "strong sell" or "sell" - LSEG data

(Reporting by Marta Serafinko in Gdansk)

((gdansk.newsroom@thomsonreuters.com; +48 58 769 66 00; ))