Orlen shares rise on expectations of increased government dividend policy

Orlen shares experienced a significant rise, jumping approximately 4% in a single session, which contributed to the WIG20 index breaking the 4,000-point threshold. The surge is largely attributed to the Polish government's announcement of an “active dividend policy” regarding state-controlled companies. Ministers Andrzej Domański and Wojciech Balczun indicated that the state expects increased dividend inflows from such entities in the coming year while maintaining stable corporate operations.

Investors are reacting to the prospect of higher payouts, as Orlen paid 8 PLN per share in 2025. Analysts from DM BOŚ have previously set price targets as high as 180 PLN for the stock. Technical indicators show the stock has been consolidating between 145 and 157 PLN, with the recent upward movement testing key resistance levels. Additionally, high Brent crude oil prices, exceeding 90 USD per barrel, have provided further support for the energy giant.