过去 90 天内有 2 名内部人买入 €45.5万股票，最近一笔由 Anonymous (Non-executive member of the board of directors) 披露于 2026年10月05日。
Aryzta AG：高管交易动态
成立于2008年的Aryzta AG归属食品与饮料行业，总部在瑞士苏黎世。公司董事和高级管理人员通过SIX SER申报交易。自2025年11月3日以来，3位高管已提交4份申报。
买卖两个方向都有交易：3笔买入，金额€45.5万，1笔卖出，金额€2105万，分别来自2位高管和1位高管。总体来看，高管净卖出€2060万。与股份授予不同，公开市场买入由高管本人按市价出资。期内单笔金额最大的是一笔卖出，金额€2105万，于2026年6月1日公布，相当于市值的1.6%。买方中包括2位高级管理人员。
作为参照，同一交易所的中位公司（共178家公司）同期发布了10份申报，而本公司为4份申报。完整历史始于2023年，共计13笔买入、11笔卖出。
在30天的窗口内，有1笔买入与另一位高管的买入时间重合。不同高管在相近时间内的买入，构成所谓的集群买入。有记录的最近一笔买入公布于2026年10月5日，即34天前。大多数交易在发生当天即公开。在这段时间里，只有高管本人知道这笔交易。
同一行业中，我们的信号近期也捕捉到以下公司的高管买入：Davide Campari - Milano N.V.。这些数据整理自监管申报（来源：SIX SER），仅描述高管的操作，并非投资推荐。
高管申报
24
持股线
暂无
买入金额
€137万
13 笔 · 全部历史
卖出金额
€2563万
11 笔 · 全部历史
谁在何时交易
买入卖出Anonymous (Executive member of the board of directors / member of senior management)3 笔买入4 笔卖出
Anonymous (Non-executive member of the board of directors)2 笔买入1 笔卖出
Anonymous (a non-executive member of the board of directors)1 笔卖出
分析师共识：看涨还是看跌？
分析师对 Aryzta AG 的评级为持有（中性），基于 5 位分析师。 平均目标价：CHF 54.68。
该评分只在所属市场内对买入进行排名。仅在经过回测的策略范围内的交易所提供建议仓位；其他市场的信号仍处于观察状态。并非投资建议。
基本面评分
在 26,912 家已排名公司中位列第 4,123
70.0
评分 / 100
价值86
质量54
FCF 收益率15%
盈利收益率10%
EV/EBITDA5.5x
ROE23%
毛利率20%
净利率4.7%
负债/EBITDA2.2x
支柱2/3
透明的价值 + 质量排名，独立于内部人交易信号。
财务数据
财年 2025财年截至 2025年12月 · cache
CHF 40.00
分析师一致预期
5 位分析师持有
CHF 39.45目标价 CHF 54.68(+37%)CHF 69.65
利润表
营业收入CHF 2.2B
毛利CHF 448M20% 利润率
EBITDACHF 321M14% 利润率
净利润CHF 105.5M5.0% 利润率
估值
PER (trailing)10.2x
PER (forward)8.6x
P/Book2.4x
贝塔0.38
资产负债与现金
市值CHF 993M
总负债CHF 714.5M
自由现金流CHF 159.7M
负债 / 股东权益193%
盈利能力与股权结构
ROE23.4%
ROA5.3%
内部人持股 %6.9%
机构持股 %56.2%
最新申报日期：2026年10月5日
申报24 总计
- ▲Anonymous (Non-executive member of the board of directors)361,536 CHF35SIX9,600 股@ CHF 37.660.039% 占市值9.7% 占其流量ISIN CH1425684714SIX:T1QA500013标准退出：2027年1月3日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)12,016 CHF15SIX320 股@ CHF 37.550.0013% 占市值0.4% 占其流量ISIN CH1425684714SIX:T1QA200010标准退出：2026年12月31日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)49,967 CHF14SIX1,215 股@ CHF 41.1250.0049% 占市值2.7% 占其流量ISIN CH1425684714SIX:T1Q8L00056标准退出：2026年11月19日 (T+90)
- ▼Anonymous (a non-executive member of the board of directors)19M CHF19SIX335,000 股@ CHF 57.501.65% 占市值100.0% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q6100069
- ▼Anonymous (Executive member of the board of directors / member of senior management)133,200 CHF24SIX1,745 股@ CHF 76.33267.2% 占其流量ISIN CH1425684714SIX:T1P8M00030
- ▼Anonymous (Executive member of the board of directors / member of senior management)20,228 CHF23SIX265 股@ CHF 76.33261.1% 占其流量ISIN CH1425684714SIX:T1P8M00048
- ▼Anonymous (Non-executive member of the board of directors)561,778 CHF25SIX7,385 股@ CHF 76.070216.7% 占其流量ISIN CH1425684714SIX:T1P8L000A8
- ▼Anonymous (Executive member of the board of directors / member of senior management)306,867 CHF25SIX4,034 股@ CHF 76.070216.6% 占其流量ISIN CH1425684714SIX:T1P8L000B6
- ▼Anonymous (Executive member of the board of directors / member of senior management)154,042 CHF24SIX2,025 股@ CHF 76.07028.3% 占其流量ISIN CH1425684714SIX:T1P8L000C4
- ▲Anonymous (Executive member of the board of directors / member of senior management)4,381 CHF11SIX2,135 股@ CHF 2.0520.2% 占其流量ISIN CH0043238366SIX:T1P4P00024标准退出：2025年7月24日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)25,505 CHF11SIX12,946 股@ CHF 1.97011.4% 占其流量ISIN CH0043238366SIX:T1P4N00011标准退出：2025年7月22日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)10,019 CHF11SIX6,600 股@ CHF 1.5180.3% 占其流量ISIN CH0043238366SIX:T1OB600079标准退出：2025年2月4日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)9,885 CHF11SIX6,300 股@ CHF 1.5690.3% 占其流量ISIN CH0043238366SIX:T1OAT00052标准退出：2025年1月27日 (T+90)
- ▼Anonymous (Executive member of the board of directors / member of senior management)309,409 CHF13SIX186,055 股@ CHF 1.66316.7% 占其流量ISIN CH0043238366SIX:T1O9H000A6
- ▼Anonymous (Executive member of the board of directors / member of senior management)386,114 CHF13SIX232,179 股@ CHF 1.66320.9% 占其流量ISIN CH0043238366SIX:T1O9H000C2
- ▼Anonymous (Executive member of the board of directors / member of senior management)212,604 CHF12SIX127,844 股@ CHF 1.66311.5% 占其流量ISIN CH0043238366SIX:T1O9H000B4
- ▲Anonymous (Non-executive member of the board of directors)52,689 CHF11SIX32,000 股@ CHF 1.64651.6% 占其流量ISIN CH0043238366SIX:T1O9H00021标准退出：2024年12月16日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)17,546 CHF11SIX10,000 股@ CHF 1.75460.5% 占其流量ISIN CH0043238366SIX:T1O5E000G0标准退出：2024年8月12日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)77,600 CHF23SIX50,000 股@ CHF 1.5520.0065% 占市值2.3% 占其流量ISIN CH0043238366SIX:T1NCT00092标准退出：2024年3月28日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)102,692 CHF23SIX65,000 股@ CHF 1.57990.0085% 占市值3.0% 占其流量ISIN CH0043238366SIX:T1NC8000B1标准退出：2024年3月7日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)319,145 CHF24SIX198,000 股@ CHF 1.61180.026% 占市值9.2% 占其流量ISIN CH0043238366SIX:T1NBT00052标准退出：2024年2月27日 (T+90)
- ▲Anonymous (Executive member of the board of directors / member of senior management)253,503 CHF24SIX157,500 股@ CHF 1.60950.021% 占市值13.4% 占其流量ISIN CH0043238366SIX:T1NBT00094标准退出：2024年2月27日 (T+90)
- ▼Anonymous (Non-executive member of the board of directors)1M CHF15SIX760,539 股@ CHF 1.69320.11% 占市值37.8% 占其流量ISIN CH0043238366SIX:T1NAG00028
- ▼Anonymous (Non-executive member of the board of directors)967,310 CHF14SIX569,461 股@ CHF 1.69860.079% 占市值28.2% 占其流量ISIN CH0043238366SIX:T1NAD00033
24 条申报中的 24 条
关于 Aryzta AG
Aryzta AG 是一家瑞士公司，专门生产烘焙和糕点产品。它主要在欧洲和北美市场运营。
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