Opal Capital LLC Has $5.45 Million Stake in Ferrovial SE $FER

Posted by George Bondi on Jul 29th, 2026

Opal Capital LLC lifted its stake in Ferrovial SE (NASDAQ:FER – Free Report) by 1,968.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 83,773 shares of the company’s stock after purchasing an additional 79,723 shares during the quarter. Opal Capital LLC’s holdings in Ferrovial were worth $5,449,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in FER. Lazard Asset Management LLC lifted its position in Ferrovial by 40,717,866.7% in the 3rd quarter. Lazard Asset Management LLC now owns 21,987,702 shares of the company’s stock worth $1,258,865,000 after buying an additional 21,987,648 shares in the last quarter. Amundi boosted its stake in shares of Ferrovial by 87.0% during the 3rd quarter. Amundi now owns 21,528,574 shares of the company’s stock valued at $1,297,312,000 after buying an additional 10,016,475 shares during the period. TCI Fund Management Ltd. grew its holdings in shares of Ferrovial by 6.5% during the 4th quarter. TCI Fund Management Ltd. now owns 20,740,214 shares of the company’s stock valued at $1,348,163,000 after acquiring an additional 1,269,548 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Ferrovial by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 20,699,246 shares of the company’s stock valued at $1,341,125,000 after acquiring an additional 354,530 shares in the last quarter. Finally, Algebris UK Ltd. acquired a new position in shares of Ferrovial in the fourth quarter worth $839,930,000. 22.28% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Ferrovial

Here are the key news stories impacting Ferrovial this week:

Positive Sentiment: Ferrovial reported strong first-half operating momentum, with revenue increasing and adjusted EBITDA posting double-digit growth. North American highways were the main driver, while the Construction division maintained profitability in line with its long-term target and benefited from a healthy order book. Ferrovial reports strong H1 2026 results
Positive Sentiment: Reported revenue rose roughly 5% in several accounts, while other coverage cited 11.3% growth, reinforcing the view that Ferrovial’s core businesses are expanding despite a less favorable contribution from one-time items. Ferrovial posts revenue growth in first half of 2026
Neutral Sentiment: Quarterly adjusted earnings per share of $0.30 exceeded the $0.25 analyst estimate. However, quarterly revenue of $2.97 billion was below the $4.93 billion consensus estimate, creating a mixed signal for investors. Ferrovial quarterly earnings results
Negative Sentiment: First-half net profit fell 52% to €258 million, less than half the prior-year result. The decline was primarily attributed to significantly lower capital gains from asset rotations and the absence of extraordinary items, rather than deterioration in the underlying operating business. Ferrovial first-half profit declines

Analyst Ratings Changes

FER has been the subject of several recent research reports. Citigroup lowered Ferrovial from a “buy” rating to a “neutral” rating and cut their price objective for the stock from $75.30 to $70.00 in a report on Wednesday, May 27th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Ferrovial in a research report on Tuesday, June 2nd. Finally, Zacks Research upgraded Ferrovial to a “hold” rating in a report on Tuesday, May 19th. Two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Ferrovial currently has a consensus rating of “Hold” and a consensus price target of $70.47.

Read Our Latest Stock Analysis on Ferrovial

Ferrovial Stock Performance

Shares of NASDAQ:FER opened at $61.77 on Wednesday. The business has a 50 day moving average price of $66.64 and a 200 day moving average price of $67.85. The company has a debt-to-equity ratio of 1.25, a quick ratio of 1.05 and a current ratio of 1.13. Ferrovial SE has a twelve month low of $50.72 and a twelve month high of $74.79.

Ferrovial (NASDAQ:FER – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The company reported $0.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.05. The company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.96 billion. As a group, equities analysts predict that Ferrovial SE will post 1.44 EPS for the current fiscal year.

Ferrovial Dividend Announcement

The company also recently announced a dividend, which was paid on Monday, June 15th. Investors of record on Tuesday, May 19th were paid a $0.5578 dividend. The ex-dividend date was Tuesday, May 19th.

Ferrovial Profile

(Free Report)

Ferrovial, SA is a Spanish multinational infrastructure company headquartered in Madrid that develops, constructs, operates and maintains transport and urban infrastructure. Its core activities include the design and construction of large civil engineering projects, the development and operation of transport concessions such as toll roads and airports, and the provision of urban and industrial services and maintenance. The company typically operates through long-term concession and public-private partnership models, combining construction expertise with asset management and operations.

Within its operating model, Ferrovial’s business spans construction contracting, concession management and services.