Wendel SE

MF

Equity

ISIN FR0000121204 / Valor 506643

Euronext - Euronext Paris (2025-10-21)

EUR 80.00+0.76%

Wendel SE
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About company

Wendel SE is a prominent entity in the private equity sector, with a history spanning over four decades. The company has established itself as a pioneer by making strategic investment choices that have led to the creation of world leaders across various industries. Wendel's investment approach is characterized by a comprehensive ESG (Environmental, Social, and Governance) due diligence process for each portfolio company, which includes a transformation roadmap focusing on operational eco-efficiency and innovation in products and services, particularly with an emphasis on climate change. The company ensures that both its investment teams and the management teams of its portfolio companies are accountable for progress against these ESG roadmaps, with variable remuneration aligned with performance. Wendel operates within the European Economic Area (EEA) but specifies that its information and financial products, such as bonds, are directed only at qualified investors, adhering to the regulations set forth by the European Union, including the Prospectus Regulation and the PRIIPs Regulation, which govern the offering and selling of bonds and other financial products.

Summarized from source with an LLMView SourceSector: Business Services

Asset Management Growth

Wendel’s Asset Management platform reached nearly €39 billion in assets under management, driven by significant fundraisings from IK Partners and Monroe Capital, which collectively raised approximately €4.3 billion in H1 2025 without additional sponsor funds. Management fees increased to €152 million, and fee-related earnings grew more than threefold compared to the previous year.

Dividend Policy Update

The company implemented a new semi-annual interim dividend policy starting November 2025, beginning with an interim dividend of €1.50 per share. This complements the ordinary dividend of €4.70 per share for 2024, representing a 17.5% increase from 2023, and aims to provide more frequent returns to shareholders.

Principal Investments Performance

Wendel reported a positive contribution from its listed investments, with notable increases in share prices of Bureau Veritas, IHS Towers, and Tarkett. Organic sales of group companies grew by 3.9%, supported by effective leadership changes at Crisis Prevention Institute and Scalian.

Financial Stability

The company maintains a strong financial structure with an average debt maturity of 3.1 years and a low loan-to-value ratio of 18.5%. S&P upgraded Wendel’s outlook to 'Stable' from 'Negative,' reaffirming its BBB rating, underscoring the company’s commitment to financial robustness.

Summarized from source with an LLMView Source

Key figures

-13.9%1Y

4.30%3Y

-0.06%5Y

Performance

23.1%1Y

22.1%3Y

24.1%5Y

Volatility