Hydro One Limited

TSX:H Lagerbericht

Marktkapitalisierung: CA$35.2b

Hydro One Management

Management Kriterienprüfungen 3/4

Hydro One CEO ist David Lebeter , ernannt in Feb 2023, hat eine Amtszeit von 3.25 Jahren. Die jährliche Gesamtvergütung beträgt CA$4.27M , bestehend aus 17.9% Gehalt und 82.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.001% der Aktien des Unternehmens, im Wert von CA$408.13K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.9 Jahre bzw. 3.3 Jahre.

Wichtige Informationen

David Lebeter

Geschäftsführender

CA$4.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts17.88%
Amtszeit als Geschäftsführer3.3yrs
Eigentum des Geschäftsführers0.001%
Durchschnittliche Amtszeit des Managements1.9yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder3.3yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 19

H: Clustered C$58 Views And CEO Transition Will Shape A Measured Outlook

Analysts have raised the Hydro One price target to CA$58, an increase from the previous range of CA$53 to CA$57 cited in recent research. This revision reflects updated views on fair value, discount rates and profitability assumptions.
Narrativ-Update May 04

H: Tight Price Range And Planned CEO Shift Will Guide A Steady Outlook

Hydro One's updated fair value has moved slightly higher, with analysts nudging their average price target up by about CA$1. This adjustment is supported by a series of recent target increases from major banks that reflect steady assumptions for growth, margins, and future P/E.
Narrativ-Update Apr 19

H: Tight Pricing Band And CEO Transition Will Shape A Steady Outlook

Hydro One's analyst fair value estimate has edged up from CA$55.53 to CA$56.00, reflecting analysts' slightly higher price targets in the CA$55 to CA$58 range and their broadly steady views on the company's earnings profile and P/E assumptions. Analyst Commentary Recent research points to a cluster of price targets in the CA$55 to CA$58 range.
Narrativ-Update Apr 04

H: Incremental Repricing And Leadership Transition Will Shape A Steady Forward Outlook

Hydro One's analyst price target has been revised slightly higher from about CA$54.79 to CA$55.53, reflecting analysts' updated view after a series of recent price target increases across major firms. Analyst Commentary Recent Street research on Hydro One has centered on modestly higher price targets and generally neutral stock ratings, which together suggest a balanced view of upside potential and execution risk.
Narrativ-Update Mar 21

H: Stable Outlook And Recent Commentary Will Shape Measured Repricing Expectations

Hydro One's analyst fair value estimate has shifted from CA$53.68 to CA$54.79. This change reflects a series of recent price target increases from analysts who point to updated revenue and earnings assumptions while generally maintaining mid range ratings on the stock.
Narrativ-Update Mar 06

H: Stable Outlook And Higher P E Assumptions Will Shape Modest Repricing Potential

Our updated fair value estimate for Hydro One edges up by about CA$0.50 per share, reflecting a modest adjustment in projected growth assumptions as analysts lift their price targets into the CA$55 to CA$58 range while largely maintaining neutral to hold style ratings. Analyst Commentary Recent Street research on Hydro One points to a fairly clustered set of views, with several firms lifting their price targets into the mid CA$50s while keeping neutral style ratings.
Narrativ-Update Feb 19

H: Stable Outlook And Higher P E Assumptions Will Guide Measured Repricing Potential

Analysts have nudged our Hydro One fair value estimate higher to CA$53.18 from CA$52.07, reflecting recent upward revisions to Street price targets in the CA$55 to CA$58 range and updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research centers on a cluster of higher price targets in the CA$55 to CA$58 range, which sit modestly above our updated fair value estimate of CA$53.18.
Narrativ-Update Feb 04

H: Stable Outlook And Labour Negotiations Will Shape Measured Repricing Potential

Hydro One’s updated analyst price target ticks slightly lower to about C$52.07 from C$52.21. Analysts outline higher revenue growth assumptions, modestly softer profit margins and a small adjustment to future P/E expectations, with recent Street targets ranging from C$52 to C$57.
Narrativ-Update Jan 21

H: Stable Returns And EPS Outlook Will Support Measured Repricing Potential

Narrative update on Hydro One The analyst price target for Hydro One has been revised modestly higher, supported by recent Street updates that lifted targets to C$57 and C$52 as analysts factor in small adjustments to fair value, discount rate, profit margin assumptions and future P/E. Analyst Commentary Recent Street updates on Hydro One point to a slightly higher view of fair value, with price targets clustered in the low to mid C$50s and ratings maintained at neutral levels.
Narrativ-Update Jan 06

H: Regulated Returns And EPS Outlook Will Support Defensive Positioning

Analysts have nudged their average price target on Hydro One higher into the low C$50s, reflecting updated sector views that emphasize the role of regulated utilities as a defensive hedge, alongside expectations for generally solid loads and new rates. Analyst Commentary Recent Street research has clustered around higher fair value estimates for Hydro One, with several firms lifting their price targets into a C$52 to C$57 range while maintaining mid tier ratings such as Market Perform, Sector Perform and Neutral.
Analyseartikel Dec 29

Hydro One (TSE:H) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrativ-Update Dec 23

H: Updated Earnings Outlook And Regulated Returns Will Support Defensive Exposure

Hydro One's analyst-derived fair value has edged higher to approximately C$52.14 from about C$51.57, as analysts modestly increase their price targets based on stable regulated returns, slightly improved profit margin expectations, and supportive sector dynamics. Analyst Commentary Recent target price increases reflect a generally constructive view on Hydro One, driven by the stability of its regulated business model and modest upgrades to earnings expectations.
Analyseartikel Dec 11

With EPS Growth And More, Hydro One (TSE:H) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Narrativ-Update Dec 09

H: Updated Earnings Outlook And Stable Loads Will Support Defensive Exposure

Analysts have nudged their average price target for Hydro One modestly higher, with recent increases to approximately C$52 to C$57. This reflects confidence in stable regulated earnings and new rate structures amid a more volatile broader power market.
Narrativ-Update Nov 25

H: Updated Price Objective And Stable Loads Will Support Defensive Exposure

Hydro One's analyst price target has been raised, with updated valuations increasing from approximately C$50.21 to C$51.57. Analysts cite stronger revenue growth forecasts and a slight improvement in profit margins as reasons for the upgrade.
Narrativ-Update Nov 07

H: Defensive Exposure And Stable Returns Will Remain Key Amid Volatility

Analyst price targets for Hydro One have been raised, with the consensus moving up by up to C$2 per share. Analysts cite solid Q3 results, resilient regulated utility performance, and the appeal of defensive exposure amid increased market volatility.
Narrativ-Update Oct 24

Electricity Demand Trends Will Strengthen Stability Amid Shifting Market Dynamics

Analysts have modestly increased their fair value estimate for Hydro One following a C$2 price target uptick. The outlook is supported by solid Q3 performance expectations and the stability of regulated utilities in a volatile market environment.
Analyseartikel Sep 09

Is Hydro One (TSE:H) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narrativ-Update Sep 04

Ontario Grid Modernization Will Unlock 70% Electricity Demand Potential

Analysts view Hydro One's earnings visibility and strong financial position as supportive, but premium valuation concerns relative to peers have led most to see the stock as fairly valued, with the consensus price target unchanged at CA$49.68. Analyst Commentary Bullish analysts cite Hydro One's 100% electric utility weighting as a key differentiator supporting premium valuation.
Analyseartikel Aug 01

Returns On Capital At Hydro One (TSE:H) Have Stalled

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Jul 14

If EPS Growth Is Important To You, Hydro One (TSE:H) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Jun 26

Hydro One Limited (TSE:H) Investors Are Less Pessimistic Than Expected

With a price-to-earnings (or "P/E") ratio of 23.9x Hydro One Limited ( TSE:H ) may be sending very bearish signals at...
Analyseartikel Jun 10

Hydro One (TSE:H) Is Increasing Its Dividend To CA$0.3331

The board of Hydro One Limited ( TSE:H ) has announced that it will be paying its dividend of CA$0.3331 on the 30th of...
Analyseartikel May 27

Hydro One (TSE:H) Is Increasing Its Dividend To CA$0.3331

Hydro One Limited ( TSE:H ) will increase its dividend from last year's comparable payment on the 30th of June to...
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Neues Narrativ Nov 07

Calculated Investments Drive Revenue And Margins Up

Population growth and new projects are expected to boost Hydro One's revenue through investments in transmission and distribution.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von David Lebeter im Vergleich zu den Einnahmen von Hydro One verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

CA$1b

Dec 31 2025CA$4mCA$763k

CA$1b

Sep 30 2025n/an/a

CA$1b

Jun 30 2025n/an/a

CA$1b

Mar 31 2025n/an/a

CA$1b

Dec 31 2024CA$4mCA$705k

CA$1b

Sep 30 2024n/an/a

CA$1b

Jun 30 2024n/an/a

CA$1b

Mar 31 2024n/an/a

CA$1b

Dec 31 2023CA$3mCA$600k

CA$1b

Sep 30 2023n/an/a

CA$1b

Jun 30 2023n/an/a

CA$1b

Mar 31 2023n/an/a

CA$1b

Dec 31 2022CA$1mCA$412k

CA$1b

Sep 30 2022n/an/a

CA$1b

Jun 30 2022n/an/a

CA$1b

Mar 31 2022n/an/a

CA$1b

Dec 31 2021CA$772kCA$402k

CA$965m

Sep 30 2021n/an/a

CA$967m

Jun 30 2021n/an/a

CA$948m

Mar 31 2021n/an/a

CA$2b

Dec 31 2020CA$742kCA$399k

CA$2b

Vergütung im Vergleich zum Markt: DavidDie Gesamtvergütung ($USD3.10M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Canadian ($USD7.51M).

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


Geschäftsführer

David Lebeter (65 yo)

3.3yrs
Amtszeit
CA$4,266,066
Vergütung

Mr. David Lebeter served as Chief Operating Officer of Hydro One Limited since January 2, 2020 until April 2023 and serves as its Chief Executive Officer and President since February 01, 2023 and serves as...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
David Lebeter
President3.3yrsCA$4.27m0.0012%
CA$ 408.1k
Henry Taylor
Executive VP1.9yrsCA$2.07m0.00014%
CA$ 49.3k
Megan Telford
Chief Operating Officerless than a yearCA$1.92m0.00083%
CA$ 292.0k
Teri French
Executive VP of Safetyless than a yearCA$1.16m0.00037%
CA$ 130.2k
Renee McKenzie
Executive VP of Digital & Technology Solutions2.2yrsCA$1.42m0.00012%
CA$ 42.2k
Wassem Khalil
Director of Investor Relationsno datakeine Datenkeine Daten
Joseph Agostino
Chief Compliance Officerno dataCA$402.38kkeine Daten
Cassidy McFarlane
General Counsel2.3yrskeine Datenkeine Daten
Gillian Whitebread
Executive VP & Head of Human Resources1.3yrskeine Daten0.000020%
CA$ 7.0k
Lisa Pearson
Executive Vice President of Corporate Affairs2.3yrskeine Daten0.000030%
CA$ 10.6k
Ryan Docherty
Executive VP of Capital Portfolio Delivery1.4yrskeine Datenkeine Daten
Louise Meegan
Corporate Secretaryno datakeine Datenkeine Daten
1.9yrs
Durchschnittliche Betriebszugehörigkeit
51yo
Durchschnittliches Alter

Erfahrenes Management: HDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.9 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
David Lebeter
President3.3yrsCA$4.27m0.0012%
CA$ 408.1k
Brian Vaasjo
Independent Director2.9yrsCA$129.35k0.0032%
CA$ 1.1m
Michael Rencheck
Independent Directorless than a yearCA$50.27kkeine Daten
Stacey Mowbray
Independent Director5.8yrsCA$138.00k0.00017%
CA$ 59.8k
Susan Jenah
Independent Director6.3yrsCA$149.84k0.00027%
CA$ 95.0k
David Hay
Independent Director7.8yrsCA$120.00kkeine Daten
Melissa Sonberg
Independent Chairman7.8yrsCA$163.15kkeine Daten
Debbie Hutton
Independent Directorless than a yearkeine Datenkeine Daten
Helga Reidel
Independent Director2.9yrsCA$120.00kkeine Daten
Mark Podlasly
Independent Director3.9yrsCA$120.00kkeine Daten
Mitch Panciuk
Independent Director2.9yrsCA$129.35kkeine Daten
3.3yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter

Erfahrener Vorstand: HDie Vorstandsmitglieder gelten als erfahren (3.3 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 02:00
Aktienkurs zum Tagesende2026/05/20 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

Hydro One Limited wird von 18 Analysten beobachtet. 10 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
Harshit GuptaAccountability Research Corporation
Michael LoneganBarclays
Benjamin PhamBMO Capital Markets Equity Research