ATCO Ltd.

TSX:ACO.X Lagerbericht

Marktkapitalisierung: CA$7.6b

ATCO Management

Management Kriterienprüfungen 3/4

ATCO CEO ist Nancy Southern , ernannt in Jan 2000, hat eine Amtszeit von 26.33 Jahren. Die jährliche Gesamtvergütung beträgt CA$9.00M , bestehend aus 11.1% Gehalt und 88.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.44% der Aktien des Unternehmens, im Wert von CA$33.91M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.1 Jahre bzw. 4.7 Jahre.

Wichtige Informationen

Nancy Southern

Geschäftsführender

CA$9.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts11.11%
Amtszeit als Geschäftsführer26.3yrs
Eigentum des Geschäftsführers0.4%
Durchschnittliche Amtszeit des Managements4.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.7yrs

Jüngste Management Updates

Recent updates

Analyse-Update May 01

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns As Sentiment Improves

The analyst fair value estimate for ATCO has moved from CA$67.43 to CA$68.86. This change reflects a series of recent Street price target increases in the CA$66 to CA$72 range that analysts attribute to updated assumptions on future P/E, as well as stable profit margin and revenue growth inputs.
Analyse-Update Apr 16

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns At Current Pricing

Analysts have lifted the consolidated ATCO price target to CA$67, a move influenced by a series of Street updates that now cluster between CA$66 and CA$72 and reflect reassessments of the company based on recent research views rather than changes to the underlying model inputs. Analyst Commentary Recent Street commentary around ATCO centers on a tighter band of price targets between CA$66 and CA$72, with most firms reiterating neutral to moderately positive ratings.
Analyse-Update Mar 31

ACO.X: Regulated Utilities And Payout Policy Will Support Steady Returns And Buybacks

Analysts have lifted the consensus price target for ATCO to CA$67, from a previous range of CA$57 to CA$72 in recent reports, citing updated views on the company that support a CA$67 fair value in the current model. Analyst Commentary Recent research updates point to a tighter cluster of fair value estimates around CA$67, with several firms adjusting their price targets into a CA$66 to CA$72 range.
Analyse-Update Mar 17

ACO.X: Regulated Utilities And Dividend Policy Will Support Steady Returns And Buybacks

Analyst price targets for ATCO have moved higher to CA$67 from CA$65.43, reflecting a cluster of recent target increases from TD Securities, Scotiabank, RBC Capital, BMO Capital and CIBC, with analysts linking their updates to revised fair value estimates and slightly adjusted discount rate and forward P/E assumptions. Analyst Commentary Recent research updates on ATCO cluster around higher fair value estimates and modestly revised valuation inputs, with new price targets ranging from CA$66 to CA$72.
Analyse-Update Mar 03

ACO.X: Regulated Utilities And Dividend Policy Will Likely Support Steady Total Return

The analyst price target for ATCO has moved up from CA$60.43 to CA$65.43, with analysts pointing to updated assumptions around revenue growth, profit margins, and a lower future P/E as key drivers of their refreshed view. Analyst Commentary Recent Street research has clustered around higher fair value estimates for ATCO, with targets ranging from CA$66 to CA$72.
Analyseartikel Feb 07

ATCO's (TSE:ACO.X) Shareholders Will Receive A Bigger Dividend Than Last Year

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its dividend from last year's comparable payment on...
Analyse-Update Jan 27

ACO.X: Regulated Utilities And Dividend Increases Will Likely Support Neutral Return Profile

The analyst price target for ATCO has inched up from C$60.29 to C$60.43 as analysts factor in slightly higher modeled revenue growth and a marginally lower discount rate, consistent with recent price target increases across several firms that maintain more neutral ratings on the shares. Analyst Commentary Recent Street research on ATCO clusters around moderate price target increases, with ratings that remain broadly neutral.
Analyseartikel Jan 13

ATCO's (TSE:ACO.X) Dividend Will Be Increased To CA$0.5196

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its periodic dividend on the 31st of March to...
Analyse-Update Jan 12

ACO.X: Regulated Utilities And Dividend Increases Will Likely Offset Power Headwinds

Analysts have nudged their 12 month price targets on ATCO higher, to a range of C$51 to C$64, citing expectations for solid regulated utility performance in upcoming Q3 results, softer power generation trends, and a preference for maintaining some regulated exposure as markets and credit spreads remain volatile. Analyst Commentary Recent research points to a more constructive tone around ATCO, with several price targets now clustered in the C$51 to C$64 range.
Analyseartikel Jan 04

Here's Why ATCO (TSE:ACO.X) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyse-Update Dec 25

ACO.X: Regulated Utilities Will Likely Support Modest Upside Despite Power Segment Headwinds

ATCO's analyst price target has edged higher by roughly C$2, as analysts point to slightly stronger long term revenue growth assumptions, a marginally lower discount rate, and modestly higher future valuation multiples despite a small pullback in projected profit margins. Analyst Commentary Recent Street research reflects a generally constructive stance on ATCO, with a series of incremental price target increases clustered in the mid C$50s.
Analyse-Update Dec 11

ACO.X: Regulated Utilities Will Likely Support Modest Upside Amid Fair Valuation

ATCO's analyst price target has inched higher to approximately C$58, reflecting a series of upward revisions from C$51 to C$64 as analysts factor in steadier regulated utility performance, alongside moderated expectations for its power operations in a more volatile market backdrop. Analyst Commentary Bullish analysts continue to edge price targets higher across the board, signaling improving confidence in ATCO's ability to execute on its regulated utility strategy while managing exposure to more cyclical power markets.
Analyse-Update Nov 26

ACO.X: Regulated Utilities Will Likely Sustain Performance as Sector Trends Remain Steady

ATCO's analyst price target has modestly increased from $57.50 to $58.33, as analysts cite resilient regulated utility performance and steady sector trends as reasons for their upward revisions. Analyst Commentary Recently, analysts have updated their perspectives and target prices for ATCO, reflecting a blend of optimism for the company’s regulated utility segment and tempered caution for areas like power generation and market volatility.
Analyseartikel Nov 23

ATCO (TSE:ACO.X) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyse-Update Nov 11

ACO.X: Regulated Utilities Segment Will Likely Support Steady Performance Amid Volatility

The consensus analyst price target for ATCO has increased from approximately C$55.71 to C$57.50. This reflects analysts’ expectations for continued strength in the company’s regulated utilities and a favorable industry outlook, despite recent volatility in markets and credit spreads.
Analyseartikel Oct 15

There Is A Reason ATCO Ltd.'s (TSE:ACO.X) Price Is Undemanding

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider ATCO...
Analyseartikel Oct 01

ATCO (TSE:ACO.X) Seems To Be Using A Lot Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Neue Analyse Jun 29

Canadian Housing And Energy Trends Will Drive Future Opportunity

Expanding modular housing and international acquisitions position ATCO for revenue diversification and higher-margin growth across global infrastructure and energy markets.
Analyseartikel Jun 22

ATCO (TSE:ACO.X) Will Want To Turn Around Its Return Trends

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Nancy Southern im Vergleich zu den Einnahmen von ATCO verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

CA$158m

Dec 31 2025CA$9mCA$1m

CA$150m

Sep 30 2025n/an/a

CA$431m

Jun 30 2025n/an/a

CA$439m

Mar 31 2025n/an/a

CA$427m

Dec 31 2024CA$9mCA$1m

CA$430m

Sep 30 2024n/an/a

CA$387m

Jun 30 2024n/an/a

CA$385m

Mar 31 2024n/an/a

CA$412m

Dec 31 2023CA$7mCA$1m

CA$432m

Sep 30 2023n/an/a

CA$418m

Jun 30 2023n/an/a

CA$398m

Mar 31 2023n/an/a

CA$409m

Dec 31 2022CA$8mCA$1m

CA$370m

Sep 30 2022n/an/a

CA$388m

Jun 30 2022n/an/a

CA$369m

Mar 31 2022n/an/a

CA$291m

Dec 31 2021CA$5mCA$1m

CA$246m

Sep 30 2021n/an/a

CA$213m

Jun 30 2021n/an/a

CA$215m

Mar 31 2021n/an/a

CA$248m

Dec 31 2020CA$6mCA$708k

CA$252m

Sep 30 2020n/an/a

CA$269m

Jun 30 2020n/an/a

CA$375m

Mar 31 2020n/an/a

CA$488m

Dec 31 2019CA$2mCA$1m

CA$513m

Vergütung im Vergleich zum Markt: NancyDie Gesamtvergütung ($USD6.59M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Canadian ($USD4.08M).

Entschädigung vs. Einkommen: NancyDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Nancy Southern (68 yo)

26.3yrs
Amtszeit
CA$9,003,251
Vergütung

Ms. Nancy C. Southern, A.O.E., B.E.M., has been Executive Chairman at Canadian Utilities Limited since May 8, 2025 and served as its Chief Executive Officer until May 8, 2025. She serves as Chief Executive...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Nancy Southern
Chair & CEO26.3yrsCA$9.00m0.44%
CA$ 33.9m
Katherine-Jane Patrick
Executive VP and Chief Financial & Investment Officer4.6yrsCA$3.38m0%
CA$ 0
Rebecca Penrice
Executive VP & Chief Administration Officer1.3yrsCA$2.44m0%
CA$ 0
Adam Beattie
President of ATCO Structures & Logistics Ltd.no dataCA$3.19m0.0043%
CA$ 330.4k
Robert Myles
Chief Executive Officer of Canadian Utilities Limited1yrCA$4.49m0%
CA$ 0
Kyle Brunner
Senior VP3.5yrskeine Daten0%
CA$ 0
Kurt Kadatz
Senior Manager of Corporate Communicationsno datakeine Datenkeine Daten
Lisa Cooke
Senior VP & Chief Marketing Officer3.7yrskeine Daten0%
CA$ 0
James Landon
President of Frontecno datakeine Daten0%
CA$ 0
Colin Jackson
Senior VP of Financeno datakeine Daten0.0026%
CA$ 197.6k
G. Friesen
Senior VP of Corporate Affairs & Chief Government Affairs Officer6.3yrskeine Daten0%
CA$ 0
P. Cook
Senior VP & Controller7.4yrskeine Daten0%
CA$ 0
4.1yrs
Durchschnittliche Betriebszugehörigkeit
50yo
Durchschnittliches Alter

Erfahrenes Management: ACO.XDas Führungsteam des Unternehmens gilt als erfahren (4.1 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Nancy Southern
Chair & CEO37.3yrsCA$9.00m0.44%
CA$ 33.9m
John Ivulich
CEO & Country Chair of ATCO Australia2.6yrskeine Daten0.0029%
CA$ 220.5k
Robert Routs
Lead Independent Director14yrsCA$800.94k0.028%
CA$ 2.1m
Susan Werth
Independent Director11.8yrsCA$325.50k0.021%
CA$ 1.6m
Linda Southern-Heathcott
Vice Chairman of the Board14yrsCA$588.00k0.047%
CA$ 3.6m
Norman Steinberg
Independent Director4.7yrsCA$322.50k0.016%
CA$ 1.2m
Robert Peabody
Independent Directorless than a yearCA$47.50k0.00042%
CA$ 32.0k
Jason Kenney
Independent Director3yrsCA$289.50k0.0040%
CA$ 306.7k
Kelly Koss-Brix
Non Independent Director1.3yrsCA$566.94k0.0049%
CA$ 375.4k
4.7yrs
Durchschnittliche Betriebszugehörigkeit
68yo
Durchschnittliches Alter

Erfahrener Vorstand: ACO.XDie Vorstandsmitglieder gelten als erfahren (4.7 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 12:16
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

ATCO Ltd. wird von 8 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Benjamin PhamBMO Capital Markets Equity Research
Mark JarviCIBC Capital Markets
Mark JarviDesjardins Securities Inc.