AXA SA

ENXTPA:CS Lagerbericht

Marktkapitalisierung: €83.0b

AXA Management

Management Kriterienprüfungen 4/4

AXA CEO ist Thomas Buberl , ernannt in Sep 2016, hat eine Amtszeit von 9.67 Jahren. Die jährliche Gesamtvergütung beträgt €6.14M , bestehend aus 26.9% Gehalt und 73.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.062% der Aktien des Unternehmens, im Wert von €50.75M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6 Jahre bzw. 5.9 Jahre.

Wichtige Informationen

Thomas Buberl

Geschäftsführender

€6.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts26.85%
Amtszeit als Geschäftsführer9.7yrs
Eigentum des Geschäftsführers0.06%
Durchschnittliche Amtszeit des Managements6yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.9yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 08

CS: Technical And Fee-Based Shift Plus Buybacks Will Support Measured Re-Rating

AXA's fair value estimate edges higher to €46.12 from €46.07 as analysts refine assumptions around revenue growth, profit margins and future P/E, supported by a series of recent price target increases and bullish initiations on the stock. Analyst Commentary Recent Street research around AXA has been active, with several price target revisions and fresh initiations feeding into the updated fair value estimate.
Narrativ-Update Apr 22

CS: Technical And Fee-Based Earnings Mix Will Support Re-Rating As Discount Persists

Analysts have nudged their average price target for AXA slightly higher to about €46.07. This reflects modest tweaks to assumptions around discount rates, profit margins and future P/E multiples, alongside recent Street research that includes both upward and downward target revisions clustered around the €46 to €50 range.
Narrativ-Update Apr 07

CS: Technical And Fee-Based Earnings Shift Will Support Re-Rating As Discount Persists

AXA's analyst price targets have edged higher into a €46 to €50.70 range, as analysts point to improved profitability from technical insurance and fee-based earnings, along with what they view as an ongoing discount to European composite peers. Analyst Commentary Recent research points to a cluster of higher price targets for AXA, with analysts largely focused on the mix of technical insurance and fee-based earnings and how that feeds into profitability, earnings stability, and valuation relative to European peers.
Narrativ-Update Mar 24

CS: Technical And Fee-Based Shift Will Support Re-Rating As Discount Persists

Analysts have nudged AXA's average price target higher to around €48 to €51, citing improved profitability from its focus on technical insurance and fee-based earnings and pointing out that the current valuation still sits at a discount to European composite peers. Analyst Commentary Recent Street research has tilted positive on AXA, with several banks lifting their price targets into a relatively tight band between €46 and about €51.
Narrativ-Update Mar 10

CS: Technical And Fee-Based Shift Will Support Re-Rating Versus European Composite Peers

Our AXA fair value estimate has been adjusted from €45.27 to €46.05. This reflects higher analyst price targets in the €46 to €50.70 range and their focus on improved profitability, lower earnings volatility and a reduced P/E assumption.
Narrativ-Update Feb 23

CS: Technical And Fee-Based Shift Will Support Higher Future Earnings Multiple

Analysts have nudged their price target for AXA slightly higher to about €45.27 from roughly €45.11, citing continued focus on technical insurance and fee-based earnings that they say is supporting improved profitability and a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the shift towards technical insurance and fee-based earnings as a key support for more stable and higher quality profit streams, which they see as supportive of a stronger P/E multiple over time.
Narrativ-Update Feb 08

CS: Slightly Lower Discount Rate Will Support Forward Earnings Appeal

The analyst fair value estimate for AXA has been adjusted slightly higher to €45.11 from €45.06, as analysts refine their assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate adjusted slightly higher to €45.11 from €45.06.
Narrativ-Update Jan 24

CS: Stable Assumptions And Slightly Higher Required Return Will Support Forward Earnings Appeal

Analysts have slightly raised their fair value estimate for AXA to €45.06 from €44.98, citing adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a marginally higher price target. Valuation Changes Fair value estimate is now set at €45.06, up slightly from €44.98, reflecting a very small adjustment in the model.
Narrativ-Update Jan 10

CS: Stable Assumptions And Slightly Lower P/E Will Support Forward Earnings Appeal

Analysts have reduced their price target for AXA slightly to about €45, reflecting small adjustments to fair value estimates, discount rate assumptions and future P/E expectations, while keeping revenue growth and profit margin forecasts broadly unchanged. Valuation Changes Fair Value: Adjusted slightly from €45.07 to €44.98, indicating a very small reduction in the estimated fair value per share.
Narrativ-Update Dec 17

CS: Lower Discount Rate Will Support Stronger Forward Earnings Appeal

Analysts have nudged their price target on AXA slightly higher to approximately €45.07 from about €45.04, citing a marginally lower discount rate and modest improvements in projected profit margins that together support a slightly richer valuation multiple. Valuation Changes Fair Value has risen slightly from approximately €45.04 to about €45.07, reflecting a marginal uplift in the intrinsic valuation estimate.
Narrativ-Update Dec 03

CS: Modestly Higher Future Multiple Will Support Attractive Upside Potential

Analysts have modestly raised their price target on AXA to €45.04, citing a slightly higher assumed future price to earnings multiple, which more than offsets marginal adjustments to the discount rate and profit margin forecasts. Valuation Changes Fair Value Estimate unchanged at approximately €45.04 per share, indicating no revision to the intrinsic value assessment.
Narrativ-Update Nov 19

CS: Strong Profit Margins And Stable P/E Will Drive Future Gains

Analysts have slightly raised their price target for AXA, increasing it from €44.96 to €45.04. This change is based on modest adjustments to projected revenue growth, profit margins, and discount rates.
Narrativ-Update Nov 02

CS: Rising Profit Margins And Multiples Will Drive Global Expansion

Analysts have slightly raised their price target for AXA from €44.58 to €44.96, citing incremental improvements in profit margin and expected future earnings multiples as key factors supporting the revision. Valuation Changes Fair Value has increased slightly from €44.58 to €44.96.
Analyseartikel Aug 05

These Analysts Think AXA SA's (EPA:CS) Sales Are Under Threat

ENXTPA:CS 1 Year Share Price vs Fair Value Explore AXA's Fair Values from the Community and select yours One thing we...
Analyseartikel Jul 04

Here's Why AXA (EPA:CS) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
User avatar
Neues Narrativ Nov 07

Calculated Market Expansion And Innovative Products Drive Revenue Growth And Profitability

AXA's disciplined pricing and focus on operational excellence aim to enhance profitability in international markets.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Thomas Buberl im Vergleich zu den Einnahmen von AXA verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025€6m€2m

€7b

Sep 30 2025n/an/a

€7b

Jun 30 2025n/an/a

€7b

Mar 31 2025n/an/a

€7b

Dec 31 2024€6m€2m

€7b

Sep 30 2024n/an/a

€7b

Jun 30 2024n/an/a

€7b

Mar 31 2024n/an/a

€7b

Dec 31 2023€6m€2m

€7b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€5b

Mar 31 2023n/an/a

€5b

Dec 31 2022€5m€2m

€5b

Sep 30 2022n/an/a

€6b

Jun 30 2022n/an/a

€7b

Mar 31 2022n/an/a

€7b

Dec 31 2021€5m€1m

€7b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€6b

Mar 31 2021n/an/a

€4b

Dec 31 2020€4m€1m

€3b

Jun 30 2020n/an/a

€3b

Mar 31 2020n/an/a

€3b

Dec 31 2019€5m€3m

€4b

Vergütung im Vergleich zum Markt: ThomasDie Gesamtvergütung ($USD7.14M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt French ($USD5.49M).

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


Geschäftsführer

Thomas Buberl (52 yo)

9.7yrs
Amtszeit
€6,144,119
Vergütung

Dr. Thomas Buberl, Ph D., is Independent Director of International Business Machines Corporation from April 28, 2020. Dr. Buberl is CEO & Director of AXA SA from September 01, 2016.Dr. Buberl is CEO & Dir...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Thomas Buberl
CEO & Director9.7yrs€6.14m0.062%
€ 51.1m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director9.9yrs€106.42k0.0089%
€ 7.3m
Alban de Mailly Nesle
Group Chief Financial Officer4.8yrskeine Datenkeine Daten
Gregoire Montchalin
Chief Accounting & Reporting Officerno datakeine Datenkeine Daten
Matthieu Caillat
Group Chief Technology & AI Officer1.3yrskeine Datenkeine Daten
Anu Venkataraman
Group Chief Strategy Officer & Head of Investor Relations3.7yrskeine Datenkeine Daten
Ulrike Decoene
Group Chief Communication7.2yrskeine Datenkeine Daten
Karima Silvent
Deputy General Secretary8.5yrskeine Datenkeine Daten
Hassan El-Shabrawishi
Chief Executive Officer of International Marketsno datakeine Datenkeine Daten
Guillaume Borie
Global Head of Finance1.3yrskeine Datenkeine Daten
Patrick Cohen
Chief Executive Officer of European Markets & Health9.4yrskeine Datenkeine Daten
Claudio Gienal
Chief Transformation Officer for European Markets & Health2.8yrskeine Datenkeine Daten
6.0yrs
Durchschnittliche Betriebszugehörigkeit
51.5yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von CS ist erfahren und erfahren (durchschnittliche Amtszeit von 6 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Thomas Buberl
CEO & Director9.7yrs€6.14m0.062%
€ 51.1m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director5.9yrs€106.42k0.0089%
€ 7.3m
Claude Bébéar
Honorary Chairman16.1yrskeine Datenkeine Daten
Angelien G. Kemna
Independent Director10.1yrs€172.04k0.00035%
€ 290.3k
Gerald Harlin
Director4.1yrs€171.05k0.024%
€ 19.6m
Ramon Fernandez
Independent Director5.1yrs€233.81k0.00037%
€ 306.9k
Guillaume M. J. Faury
Independent Director5.1yrs€173.92k0.00024%
€ 199.1k
Antoine Gosset-Grainville
Independent Chairman of the Board5.9yrskeine Daten0.00021%
€ 174.2k
Martine Bievre
Employees Representative Director7.9yrs€106.42k0.000020%
€ 16.6k
Bettina Cramm
Employees Representative Director7.9yrs€140.17k0.00014%
€ 116.1k
Ewout Steenbergen
Independent Director1.3yrs€184.14kkeine Daten
Marie-France Tschudin
Independent Director5.9yrs€140.17k0.00019%
€ 157.6k
5.9yrs
Durchschnittliche Betriebszugehörigkeit
60.5yo
Durchschnittliches Alter

Erfahrener Vorstand: CSDie Vorstandsmitglieder gelten als erfahren (5.9 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 21:00
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2025/12/31
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

AXA SA wird von 35 Analysten beobachtet. 12 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
Markus MayerBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.
Valvanera Gómez PastorBanco Santander