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    Graham Hunt

    Managing Director and equity analyst at Jefferies

    Graham Hunt is a Managing Director and equity analyst at Jefferies, specializing in European generalist coverage with a focus on companies such as Helios Towers, Balfour Beatty, and VINCI. He covers 23 stocks across markets in Spain, Germany, Italy, France, the UK, and the US, and holds a TipRanks success rate of 53% with an average return per rating of 1.8%, ranking him among the top half of Wall Street analysts and frequently maintaining a buy/outperform stance on key firms. Beginning his analyst career in the early 2010s, Hunt has been at Jefferies for several years and is recognized for providing detailed sector consensus on large infrastructure and industrial companies. He maintains professional financial analyst credentials and is listed on major corporate investor relations sites for his expertise.

    Graham Hunt's questions to Ferrovial (FER) leadership

    Graham Hunt's questions to Ferrovial (FER) leadership • Q2 2025

    Question

    Graham Hunt from Jefferies questioned if higher-than-expected upstream dividends could lead to increased shareholder returns and asked for comments on the expansion of the U.S. TIFIA framework.

    Answer

    CEO Ignacio Madridejos confirmed that strong asset performance is driving higher dividends but reiterated the company's commitment to its existing €2.2 billion shareholder distribution guidance for 2024-2026. He described the TIFIA framework expansion as very positive for financing large projects and noted potential benefits from streamlined environmental permits.

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    Graham Hunt's questions to Ferrovial (FER) leadership • Q1 2025

    Question

    Graham Hunt asked for more detail on the exceptionally strong pricing in Q1 across the 407 ETR and Managed Lanes, focusing on customer segmentation strategies and demand elasticity. He also inquired about increasing U.S. investor engagement and the potential for a Capital Markets Day for the New Terminal One (NTO) project.

    Answer

    Executive Ernesto Lopez Mozo explained that customer segmentation involves tailored promotions for different user types on the 407 ETR and differentiated pricing for heavy traffic on U.S. Managed Lanes. He noted that demand elasticity is low as the trips are essential. Regarding the U.S., he confirmed trading volumes are supportive of a NASDAQ inclusion and that a Capital Markets Day for NTO would be natural post-opening, though none is currently scheduled.

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    Graham Hunt's questions to Ferrovial (FER) leadership • Q1 2024

    Question

    Graham Hunt asked about Ferrovial's investment allocation priorities between the U.S. and other global markets, and the strategies being considered to stimulate U.S. trading volumes to support index inclusion.

    Answer

    CFO Ernesto Lopez Mozo affirmed that the primary focus for capital allocation is the U.S. pipeline, particularly in toll roads, though attractive global assets would be considered. Corporate Finance Director Ignacio Del Pino added that the company will focus on continued investor education, proactive engagement, and conference attendance in the U.S. to boost trading volumes.

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    Graham Hunt's questions to ANYYY leadership

    Graham Hunt's questions to ANYYY leadership • Q1 2025

    Question

    Sought clarification on comments about potential traffic weakness for the summer, asking if this was based on specific data points or general uncertainty, particularly regarding the U.S. market.

    Answer

    The comment was specific to early indicators of potentially less strong demand from the U.S. market and some weakness in domestic traffic, not a general summer slowdown. The company's overall guidance remains unchanged, though various industry uncertainties persist.

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    Graham Hunt's questions to Balfour Beatty plc/ADR (BAFBF) leadership

    Graham Hunt's questions to Balfour Beatty plc/ADR (BAFBF) leadership • H1 2023

    Question

    Graham Hunt from Jefferies asked for the mid-to-long-term ambition for U.K. Construction margins, whether the bidding environment is becoming more competitive, and for an update on the capital allocation framework and expected shareholder returns.

    Answer

    CFO Phil Harrison reiterated the 2-3% U.K. margin target, while CEO Leo Quinn stated a more ambitious goal of 4-5% is achievable with the right contracts. Quinn noted the bidding environment is competitive but the increased selling expense is to handle volume. Harrison confirmed the commitment to a multiyear buyback, with specifics to be decided at year-end.

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