InsidersTradesSigma
Track the Bayer Aktiengesellschaft share price and the full insider trade history of the company, a listed equity based in Germany. Shares are listed on DE DE, under the oversight of BaFin. Operating in the Healthcare & Pharma sector, Bayer Aktiengesellschaft has recorded 12 reports. Market capitalisation: €46.8bn. The latest transaction was reported on 2 July 2026 (Buy). Among the most active insiders: Jeffrey and Laura Ubben 2000 Trust. The full history is free.
12
Insider Decl.
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Thresholds
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Buy Volume
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Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Bayer Aktiengesellschaft Buy (bullish), based on 18 analysts. Average price target: €54.92.
23Σ signal
Fundamental score
Ranked 22,394 of 27,807 companies
30.2
score / 100
Value32
Quality28
FCF yld7.5%
Earn yld-7.8%
EV/EBITDA43.0x
ROE-6.9%
Gross mgn59%
Net mgn-7.9%
Debt/EBITDA19.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 2 July 2026
Declarations12 total
24,999.642 shares@ €47.790.0025% mcap15.1% of flowShareXetraBAFIN:40001030-a817ad2cfcda
5,550 shares@ €35.840.0006% mcap29.1% of flowShareXetraBAFIN:40001030-459f665e50f1
49,993.364 shares@ €33.830.0050% mcap100.0% of flowShareXetraBAFIN:40001030-17d3dec46f82
174,987.259 shares@ €38.460.019% mcap100.0% of flowShareXetraBAFIN:40001030-41db05d61337
8,494,898 shares@ €37.250.87% mcap100.0% of flowShareFrankfurter WertpapierbörseBAFIN:40001030-46603cb71489
1,529.805 shares@ €39.230.0002% mcap100.0% of flowShareXetraBAFIN:40001030-49ac9422d543
1,500 shares@ €37.700.0002% mcap100.0% of flowShareXETRABAFIN:40001030-491759bc5897
1,900 shares@ €37.700.0002% mcap100.0% of flowShareXetraBAFIN:40001030-6c5659ffe915
13,001.742 shares@ €37.350.0013% mcap100.0% of flowShareXetraBAFIN:40001030-f81ab764df5a
21,050 shares@ €37.510.0022% mcap100.0% of flowShareXetraBAFIN:40001030-52e5ca1ad2d5
2,671.093 shares@ €37.430.0003% mcap50.0% of flowShareXetraBAFIN:40001030
2,671.093 shares@ €37.430.0003% mcap50.0% of flowShareXetraBAFIN:40001030-c4c1f85e3cb5
12 of 12 declarations
关于 Bayer Aktiengesellschaft
拜耳股份公司 (Bayer Aktiengesellschaft) (ISIN: DE000BAY0017) 是一家全球生命科学集团，在德国 Xetra/法兰克福 (DAX/MDAX/SDAX) 上市。该公司于1863年8月1日在巴门（现为乌珀塔尔的一部分）成立，后来将其公司中心迁至勒沃库森，其全球总部至今仍设于此。拜耳悠久的工业传承，加上拜耳十字品牌，使其在健康、农业以及较小程度上在消费者保护产品领域成为全球公认的品牌。([bayer.com](https://www.bayer.com/en/history/1863-1881?utm_source=openai)) 拜耳的商业模式围绕三个核心部门构建：制药、作物科学和消费者健康。制药部门专注于处方药，在心脏病学、女性健康、肿瘤学、血液学、眼科学和放射学领域拥有强大的地位。作物科学涵盖种子、性状、化学和生物作物保护，以及现代农业的数字工具。消费者健康部门销售非处方自我护理产品，包括营养补充剂、过敏、咳嗽和感冒、皮肤病学、止痛和消化健康产品。([bayer.com](https://www.bayer.com/sites/default/files/2025-03/bayer-annual-report-2024.pdf?utm_source=openai)) 从竞争角度来看，拜耳是全球销售额领先的农业投入品公司之一，同时也在消费者健康和专业制药领域位居主要参与者之列。其地理足迹广泛：该集团在80多个国家开展业务，并依赖全球范围内的子公司、生产基地、研究中心和商业运营网络。勒沃库森作为总部以及药品生产和分销的关键枢纽，仍然具有战略重要性。([bayer.com](https://www.bayer.com/en/this-is-bayer?utm_source=openai)) 主要产品和特许经营权包括已建立的处方药、广泛分销的非处方品牌以及以农业生产力和可持续性为中心的作物科学产品组合。2025年，拜耳表示作物科学的盈利能力已成为一项额外的战略重点，强调了在资本密集且面临监管压力的细分市场中，需要更严格的资本纪律。年度报告还强调了对工业和研发资产的持续投资，尤其是在德国。([reports.bayer.com](https://reports.bayer.com/annual-report-2025/en/to-our-stockholders/investor-information.html?utm_source=openai)) 近期新闻主要围绕两个主题：运营正常化和持续进行的草甘膦/Roundup诉讼，这继续影响着风险状况。拜耳在2026年2月披露，孟山都已就两项与Roundup索赔相关的重大和解达成协议，这是朝着减少法律不确定性迈出的重要一步，尽管此事尚未完全解决。与此同时，拜耳报告称，在2024年底达到历史低点后，2025年股价势头强劲，市值也有所提高。对于国际投资者而言，拜耳仍然是一个高质量的工业和科学特许经营权，但面临着诉讼、监管和战略执行风险的重大敞口。([reports.bayer.com](https://reports.bayer.com/annual-report-2025/en/report-on-future-perspectives-and-on-opportunities-and-risks/opportunity-and-risk-report/opportunity-and-risk-status.html?utm_source=openai))
