Ferrovial’s 26-euro offer: strategic moves behind the headquarters shift

Ferrovial will pay 26 euros per share to shareholders who oppose the headquarters shift

Market feedback has been favorable for Ferrovial. The shares rose slightly after the announcement, yet the company said shareholders who oppose the move will receive 26 euros per share, a price that outstrips the current market value. This contrast has traders like Darío García of XTB noting it could mark a historic moment for the Spanish stock market, potentially setting a precedent for firms with substantial non-domestic earnings. “If the operation completes as announced, it will be a notable milestone,” García observed.

This analyst identifies three driving factors behind Ferrovial’s decision. First, Ferrovial functions as a holding company with international reach, relying on a network of subsidiaries and concessions. Many entities under the Ferrovial umbrella generate significant income from dividends, and the Dutch tax system is particularly favorable for such corporate structures, according to XTB analysts. Citation: XTB analysts

Second, listing on the United States market is aimed at boosting stock liquidity. The Dutch legal framework also provides regulatory advantages for companies under Dutch jurisdiction seeking a Wall Street listing. Citation: XTB analysts

Third, the Dutch framework offers stronger protection against hostile takeovers through the use of foundations that empower shareholder representation, helping safeguard political rights and prevent dilution by unwanted investors. It’s worth noting that Rafael del Pino currently holds about 20% of Ferrovial through Rijn Capital, a Netherlands-based entity, which adds another layer to the strategy. Citation: XTB analysts

Ferrovial International SE traces its roots back to before the Brexit period. The structure was originally established in the United Kingdom and was subsequently transferred to the Netherlands prior to the formal activation of Article 50, aligning with the firm’s broader international ambitions. Citation: XTB analysts

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