Voestalpine (VAS) Analyst Price Target Climbs to €42.26, Signaling Upside Potential

Analysts have raised their consensus price target for Voestalpine, lifting it to €42.26 per share. This represents an 11.83% increase from the previous estimate of €37.79 set in early December 2025. The upward revision reflects growing analyst optimism around the Austrian steelmaker. With the latest reported stock price at €40.04, the new VAS price target implies an additional 5.54% upside from current trading levels.

Consensus Target Lifts 11.83% on Bullish Analyst Revisions

The analyst community remains cautiously bullish on VAS, with price targets ranging from a low of €34.31 to a high of €50.35 per share. This wide spread reflects differing views on the company’s growth trajectory and industry headwinds. The €42.26 consensus target sits comfortably in the middle range, suggesting that most analysts see value at current prices. The significant 11.83% bump from December’s estimate indicates that recent developments have prompted a more favorable outlook from Wall Street-style financial professionals tracking the stock.

Institutional Investor Sentiment Shifts With Mixed Position Changes

The ownership landscape for VAS has become more concentrated among institutional players. As of the latest reporting period, 70 funds or institutions hold positions in Voestalpine, though this marks a decrease of 22 owners (down 23.91%) from the previous quarter. Despite fewer total shareholders, average portfolio allocation to VAS among funds has grown by 43.51%, suggesting increased conviction among remaining holders. Total institutional shareholdings declined modestly by 9.83% to 9.877 million shares over the same period.

Top Fund Managers Navigate VAS Holdings in Recent Quarter

Major asset managers have adopted mixed strategies with Voestalpine. Vanguard’s Total International Stock Index Fund expanded its VAS position from 1.553 million to 1.723 million shares (up 9.89%), increasing portfolio weight by 7.78%. Similarly, Vanguard’s Developed Markets Index Fund boosted holdings from 979,000 to 1.068 million shares (up 8.32%), raising allocation by 11.01%.

The iShares Core MSCI EAFE ETF added marginally to its VAS stake, moving from 693,000 to 701,000 shares (a 1.13% increase), though portfolio allocation weight decreased slightly by 0.14%. In contrast, the DFA International Small Cap Value Portfolio trimmed its position, cutting holdings from 1.352 million to 1.059 million shares (a 27.75% reduction), and reduced portfolio allocation by 22.44%. Meanwhile, DFA Investment Trust’s Continental Small Company Series increased shares held from 461,000 to 536,000 (up 13.95%), raising allocation weight by 11.11%.

The mixed institutional activity around VAS suggests divergent perspectives on the steelmaker’s near-term prospects, with some major funds adding exposure while others pare back their stakes. The elevated analyst price target of €42.26 may prove influential in shaping fund allocation decisions in coming quarters.