Siemens Energy

BaFin was informed of a personal transaction by supervisory board member Laurence Mulliez, who on 26 August 2026 added 660 Siemens Energy shares to her portfolio at EUR 151.91 each. After the transaction became known, the share on the FSE initially fell 1.10 percent to EUR 151.10 and declined 2.10 percent to EUR 150.86 on the day of publication. During trading, 7,550 shares were offered via the FSE; Siemens Energy’s market capitalization is around EUR 129.24 billion. » More on finanzen.net

The Siemens Energy share briefly rose to €156.76, then fell on XETRA by 0.66 percent to €150.10. An executive order by US President Donald Trump to protect power grids and impose restrictions on foreign components temporarily boosted prices in a positive environment for suppliers to AI and data centers. Citigroup analyst Vivek Midha sees restrictions on imported large components as overall positive for Siemens Energy, even if procurement flexibility suffers slightly. » More on finanzen.net

Siemens Energy plans to make its industrial division Transformation of Industry (ToI), with about 17,000 employees, independent under the name Omterra and is exploring the sale of a majority stake that Bloomberg says could be valued at more than €10 billion. Goldman Sachs is advising on the sale; Siemens Energy intends to retain a significant minority stake, and private equity firms such as CVC, EQT, Bain, Brookfield and KKR are named as potential bidders. The ToI unit generated roughly €5.7 billion in revenue in 2025 with an operating margin of 11.3%; analysts including JPMorgan welcome the separation and have reiterated buy ratings. Risks include internal reviews by the supervisory board and employee representatives, as well as the idle GNA II gas power plant, which could weigh on buyer talks; the market expects an update with the full-year results on 11 November 2026. » More on de.investing.com