Ferrovial SE (FER) Stock Falls on Q4 2025 Earnings

By: Quiver EarningsTracker

Posted: 1 month, 1 week ago / Feb. 26, 2026 12:26 a.m. UTC

FER

Ferrovial SE (FER) reported fourth-quarter 2025 results showing revenue growth alongside steep declines in operating and net profitability.

Key income statement highlights:

Total revenues: $2.63 billion (+6.66% year-over-year)

Gross profit: $2.33 billion (+7.79% YoY)

Operating profit: $416.07 million (-68.52% YoY)

Net income attributable to common shareholders: $318.24 million (-78.25% YoY)

Diluted earnings per share: $0.44 (-80.27% YoY)

Cost of sales moved modestly lower to $308.22 million, helping gross profit expand slightly despite heavier pressure further down the income statement.

Balance sheet and cash-flow notes:

Cash from operating activities: $535.77 million (-5.68% YoY)

Purchases of property, plant and equipment: $60.11 million (down 33.76% YoY)

Cash and cash equivalents: $3.36 billion (-33.06% YoY)

Total liabilities: $18.96 billion (flat year-over-year)

The market reaction showed a decline in the share price, with Ferrovial (FER) down 2.7% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Ferrovial Se Hedge Fund Activity

We have seen 188 institutional investors add shares of Ferrovial Se stock to their portfolio, and 100 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALGEBRIS (UK) LTD added 13,000,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $839,930,000
AMUNDI removed 10,578,021 shares (-49.1%) from their portfolio in Q4 2025, for an estimated $683,445,936
LAZARD ASSET MANAGEMENT LLC removed 8,506,319 shares (-38.7%) from their portfolio in Q4 2025, for an estimated $549,593,270
BANCO SANTANDER, S.A. added 5,810,276 shares (+150.2%) to their portfolio in Q4 2025, for an estimated $375,401,932
INVESCO LTD. added 3,721,377 shares (+491.5%) to their portfolio in Q4 2025, for an estimated $240,438,167
FIL LTD removed 3,426,506 shares (-25.8%) from their portfolio in Q4 2025, for an estimated $221,386,552
BARCLAYS PLC added 3,345,735 shares (+75.0%) to their portfolio in Q4 2025, for an estimated $216,167,938

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Ferrovial Se Analyst Ratings

Wall Street analysts have issued reports on $FER in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 12/19/2025

To track analyst ratings and price targets for Ferrovial Se, check out Quiver Quantitative's $FER forecast page.