🇺🇸 SECFerrari N.V.Codex · 实盘不做把握 2/10不做原因:无增量信息
北京时间·🕒 发布 18:36:10·⟳ 抓取 18:36:30 +20s·⚡ 决策 09-08 18:49:36 +13m06s·49.1 天前
Ferrari 例行披露回购执行进度，未带来新催化
事件只是在 SEC 6-K 中更新既有回购计划的执行进度，核心信息在 2026-09-01 已公告第三期欧元 2.5 亿回购和更早的多年回购框架里，缺乏新的可交易增量。
📄 原文Ferrari N.V.↗ 原文
----- fnvbb070926prcov.htm ----- 6-K 1 fnvbb070926prcov.htm 6-K Document UNITED STATES SECURITIES AND EXCHANGE COMMISSI…
不做 Ferrari N.V.（RACE.US）
回购执行进度披露无新增增量，属于已公告框架内的例行更新，缺乏独立交易边际。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
这份 6-K 只披露 9 月 2 日至 4 日的回购明细与累计进度，属于程序性执行更新，不是新的回购授权、加速、暂停或资本回报变化。对 Ferrari（RACE.US）而言，方向上可视作中性偏正，但没有足够的新鲜度和增量去形成事件交易。
🔎 新鲜度:最早出现 2026-09-07 · 扩散 low · price-in 风险 medium ↗
关键理由
- 回购本身对股东回报偏正面，但本次只是既有计划的日常执行披露。
- 没有新增授权、金额上调或回购加速等会改变预期的事实。
- 事件已被 9 月 1 日的回购公告覆盖，边际信息很弱。
主要风险
- 若后续出现回购加速、上调额度或更大规模资本配置变化，才可能重新形成可交易催化。
- 若市场已对回购框架充分定价，本类例行更新几乎不会带来价格反应。
反向证据
- 做多前查反向 · 来源 web · 影响 none
未调用外部检索；仅依据本次 6-K 文本可见事实，本次不是新授权或新金额变化。
检索:Ferrari 回购 2026 9月1日 2.5亿 第三期 已公告 例行进度 是否新增催化
先例如何影响了这次决策
对本次决策的影响:先例未改变结论；本次直接按程序性披露处理。
方向:缺少足够高相似先例，无法把本次例行回购更新当成独立交易催化。
涨幅量级:无需用先例校准幅度，因为本次没有新增条款或增量金额。
形态:不适用。
原文全文
展开原文 · 4,489 字
----- fnvbb070926prcov.htm -----
6-K
1
fnvbb070926prcov.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_______________________________
FORM 6-K
_______________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 OF
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File No. 001-37596
_______________________________
FERRARI N.V.
(Translation of Registrant’s Name Into English)
_______________________________
Via Abetone Inferiore n.4
I-41053 Maranello (MO)
Italy
Tel. No.: +39 0536 949111
(Address of Principal Executive Offices)
_______________________________
(Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F
x
Form 40-F
o
The following exhibit is furnished herewith:
Exhibit 99.1
Press release issued by Ferrari N.V. dated September 7, 2026.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: September 7, 2026
FERRARI N.V.
By:
/s/ Antonio Picca Piccon
Name:
Antonio Picca Piccon
Title:
Chief Financial Officer
Index of Exhibits
Exhibit
Number
Description of Exhibit
99.1 Press release issued by Ferrari N.V. dated September 7, 2026.
----- fnvbb070926prex.htm -----
EX-99.1
2
fnvbb070926prex.htm
EX-99.1
Document
Exhibit 99.1
Ferrari N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM
Maranello (Italy), September 7, 2026
– Ferrari N.V. (NYSE/EXM: RACE) (“
Ferrari
” or the “
Company
”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on September 1, 2026, as the third tranche of the multi-year share buyback program of approximately Euro 3.5 billion expected to be executed by 2030 in line with the disclosure made during the 2025 Capital Markets Day (the “
Third Tranche
”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and on the New York Stock Exchange (NYSE) as follows:
EXM
NYSE
Total
Trading
Date
(d/m/y)
Number of
common
shares
purchased
Average
price per
share
excluding
fees
(€)
Consideration
excluding fees
(€)
Number of
common
shares
purchased
Average
price per
share
excluding
fees
($)
Consideration
excluding fees
($)
Consideration
excluding fees
(€)*
Number of
common
shares
purchased
Average
price per
share
excluding
fees
(€)*
Consideration
excluding fees
(€)*
02/09/2026
7,400
355.9820
2,634,266.80
7,250
413.7805
2,999,908.63
2,591,042.17
14,650
356.6764
5,225,308.97
03/09/2026
7,400
357.1828
2,643,152.72
—
—
—
—
7,400
357.1828
2,643,152.72
04/09/2026
7,500
354.4652
2,658,489.00
6,091
410.4408
2,499,994.91
2,151,088.38
13,591
353.8796
4,809,577.38
Total
22,300
355.8703
7,935,908.52
13,341
412.2557
5,499,903.54
4,742,130.55
35,641
355.715
12,678,039.07
(*) translated at the European Central Bank EUR/USD exchange reference rate as of the date of each purchase
Since the announcement of such Third Tranche till September 4, 2026, the total invested consideration has been:
•
Euro 7,935,908.52 for No. 22,300 common shares purchased on the EXM
•
USD 5,499,903.54 (Euro 4,742,130.55*) for No. 13,341 common shares purchased on the NYSE.
As of September 4, 2026 the Company held in treasury No. 1,626,445 common shares, net of shares assigned under the Company’s equity incentive plan, corresponding to 0.92% of the then total issued common shares. Including the special voting shares, the Company held in treasury 0.70% of the then total issued share capital.
Ferrari N.V.
Amsterdam, The Netherlands
Registered Office:
Via Abetone Inferiore N. 4,
I – 41053 Maranello (MO) Italy
Dutch trade registration number:
64060977
Since January 5, 2026, start date of the multi-year share buyback program of approximately Euro 3.5 billion announced during the 2025 Capital Markets Day, until September 4, 2026, the Company has purchased a total of 1,736,825 own common shares on EXM and NYSE, including transactions for Sell to Cover, for a total consideration of Euro 523,435,344.28.
A comprehensive overview of the transactions carried out under the buyback program, as well as the details of the above transactions, are available on Ferrari’s corporate website under the Buyback Programs section (
https://www.ferrari.com/en-EN/corporate/buyback-programs
).
For further information:
Ferrari Media & PR
Email:
media@ferrari.com
2
6-K
1
fnvbb070926prcov.htm
6-K
Document
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_______________________________
FORM 6-K
_______________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 OF
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File No. 001-37596
_______________________________
FERRARI N.V.
(Translation of Registrant’s Name Into English)
_______________________________
Via Abetone Inferiore n.4
I-41053 Maranello (MO)
Italy
Tel. No.: +39 0536 949111
(Address of Principal Executive Offices)
_______________________________
(Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F
x
Form 40-F
o
The following exhibit is furnished herewith:
Exhibit 99.1
Press release issued by Ferrari N.V. dated September 7, 2026.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: September 7, 2026
FERRARI N.V.
By:
/s/ Antonio Picca Piccon
Name:
Antonio Picca Piccon
Title:
Chief Financial Officer
Index of Exhibits
Exhibit
Number
Description of Exhibit
99.1 Press release issued by Ferrari N.V. dated September 7, 2026.
----- fnvbb070926prex.htm -----
EX-99.1
2
fnvbb070926prex.htm
EX-99.1
Document
Exhibit 99.1
Ferrari N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM
Maranello (Italy), September 7, 2026
– Ferrari N.V. (NYSE/EXM: RACE) (“
Ferrari
” or the “
Company
”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on September 1, 2026, as the third tranche of the multi-year share buyback program of approximately Euro 3.5 billion expected to be executed by 2030 in line with the disclosure made during the 2025 Capital Markets Day (the “
Third Tranche
”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and on the New York Stock Exchange (NYSE) as follows:
EXM
NYSE
Total
Trading
Date
(d/m/y)
Number of
common
shares
purchased
Average
price per
share
excluding
fees
(€)
Consideration
excluding fees
(€)
Number of
common
shares
purchased
Average
price per
share
excluding
fees
($)
Consideration
excluding fees
($)
Consideration
excluding fees
(€)*
Number of
common
shares
purchased
Average
price per
share
excluding
fees
(€)*
Consideration
excluding fees
(€)*
02/09/2026
7,400
355.9820
2,634,266.80
7,250
413.7805
2,999,908.63
2,591,042.17
14,650
356.6764
5,225,308.97
03/09/2026
7,400
357.1828
2,643,152.72
—
—
—
—
7,400
357.1828
2,643,152.72
04/09/2026
7,500
354.4652
2,658,489.00
6,091
410.4408
2,499,994.91
2,151,088.38
13,591
353.8796
4,809,577.38
Total
22,300
355.8703
7,935,908.52
13,341
412.2557
5,499,903.54
4,742,130.55
35,641
355.715
12,678,039.07
(*) translated at the European Central Bank EUR/USD exchange reference rate as of the date of each purchase
Since the announcement of such Third Tranche till September 4, 2026, the total invested consideration has been:
•
Euro 7,935,908.52 for No. 22,300 common shares purchased on the EXM
•
USD 5,499,903.54 (Euro 4,742,130.55*) for No. 13,341 common shares purchased on the NYSE.
As of September 4, 2026 the Company held in treasury No. 1,626,445 common shares, net of shares assigned under the Company’s equity incentive plan, corresponding to 0.92% of the then total issued common shares. Including the special voting shares, the Company held in treasury 0.70% of the then total issued share capital.
Ferrari N.V.
Amsterdam, The Netherlands
Registered Office:
Via Abetone Inferiore N. 4,
I – 41053 Maranello (MO) Italy
Dutch trade registration number:
64060977
Since January 5, 2026, start date of the multi-year share buyback program of approximately Euro 3.5 billion announced during the 2025 Capital Markets Day, until September 4, 2026, the Company has purchased a total of 1,736,825 own common shares on EXM and NYSE, including transactions for Sell to Cover, for a total consideration of Euro 523,435,344.28.
A comprehensive overview of the transactions carried out under the buyback program, as well as the details of the above transactions, are available on Ferrari’s corporate website under the Buyback Programs section (
https://www.ferrari.com/en-EN/corporate/buyback-programs
).
For further information:
Ferrari Media & PR
Email:
media@ferrari.com
2
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