Analysts
OMV Petrom is covered by various financial analysts, who provide their own research analyses and earnings estimates in respect of the company.
On this page, we provide you with the list containing banks’ and institutions’ analysts, who regularly publish research reports on OMV Petrom, as well as their contact details, recommendations and target prices.
Furthermore, every quarter ahead of the earnings announcement, the Investor Relations (IR) department of OMV Petrom collects earnings estimates from the equity analysts currently covering the company.
Analysts' Recommendations as of January 28, 2026
Analysts' Coverage and Recommendations
| Company | Analyst | Contact | Date of report | Recommendation | Target price |
| Alpha Bank | Ioana Andrei | ioana.andrei@alphabank.ro | 10.12.2024 | Hold | 0.800 |
| BT Capital Partners | Nicolae Vasile | nicolae.vasile@btcapitalpartners.ro | 03.10.2025 | Outperform | 1.0965 |
| BRD Groupe SG | Laura Simion | laura.simion@brd.ro | n.a. | n.a. | n.a. |
| Concorde Securities | Mihaly Gajda | m.gajda@con.hu | 07.08.2025 | Neutral | 0.790 |
| Erste Bank | Tamas Pletser | Tamas.Pletser@ersteinvestment.hu | 22.09.2025 | Reduce | 0.795 |
| PKO Securities | Adam Milewicz | adam.milewicz@pkobp.pl | 08.07.2025 | Hold | 0.770 |
| ODDO BHF | Oleg Galbur | Oleg.Galbur@oddo-bhf.com | 20.01.2026 | Neutral | 0.880 |
| Swiss Capital | Daniela Mandru | daniela.mandru@swisscapital.ro | 10.07.2025 | Neutral | 0.780 |
| Wood & Company | Jonathan Lamb | jonathan.lamb@wood.com | 19.09.2025 | Hold | 0.880 |
| Bank Pekao | Krzysztof Koziel | krzysztof.koziel@pekao.com.pl | 16.12.2025 | Sell | 0.890 |
| Average | 0.8382 |
*
Analysts’ Quarterly Consensus
Every quarter ahead of the earnings announcement, the Investor Relations department of OMV Petrom collects earnings estimates from the equity analysts currently covering the company. These numbers become a proxy for what the market expects in terms of OMV Petrom’s results. For the fourth quarter of 2025, ten analysts contributed with estimates regarding financial results (eight analysts in the case of cash flow from operating activities), and nine analysts with estimates regarding dividend per share.
The consensus numbers for the Operating Result and net income attributable to stockholders are presented on a clean CCS (current cost of supply) basis. That means that they do not include any special items and Refining and Marketing inventory holding gains/losses (CCS effects).
Q4 2025:
| In RON mn | Median | Min | Max |
| Clean CCS Operating Result, thereof: | 1,349 | 1,238 | 1,466 |
| Clean Operating Result Exploration and Production | 285 | 215 | 350 |
| Clean CCS Operating Result Refining and Marketing | 690 | 610 | 794 |
| Clean Operating Result Gas and Power | 308 | 220 | 374 |
| Clean CCS net income attributable to stockholders | 1,209 | 1,005 | 1,609 |
| 2025 Cash flow from operating activities | 8,921 | 7,520 | 9,698 |
| 2025 Dividend (RON/share), thereof: | 0.0618 | 0.0540 | 0.0722 |
| Base dividend (RON/share) | 0.0466 | 0.0440 | 0.0488 |
| Special dividend (RON/share) | 0.0152 | 0.0100 | 0.0234 |
As of January 28, 2026
Disclaimer:
This document has been issued by OMV Petrom (“the Company”) for information purposes only and is not intended to constitute investment advice. It is based on estimates and forecasts of various analysts regarding revenues, earnings and business developments of the relevant company. The Company does not endorse them. Such estimates and forecasts cannot be independently verified due to their subjective character. The Company gives no guarantee, representation or warranty and is not responsible or liable as to its accuracy and completeness. Reference to assessments serves only for reader information and is non-binding. This document does not imply that the Company subscribes to these opinions or conclusions in any form whatsoever, or that the Company supports or confirms them. The Company accepts no liability for the selection, current relevance, completeness or correctness of the analysts’ assessments reproduced here. None of the information provided is to be understood as an offer for purchase of OMV Petrom securities, or to be advertising same. Any liability on the part the Company for losses incurred by third parties arising from the information contained on this Internet site is precluded.