Vivendi SE

ENXTPA:VIV Lagerbericht

Marktkapitalisierung: €1.9b

Vivendi Management

Management Kriterienprüfungen 3/4

Vivendi CEO ist Arnaud N. P. M. G. de Puyfontaine , ernannt in Nov 2013, hat eine Amtszeit von 12.67 Jahren. besitzt direkt 0.059% der Aktien des Unternehmens, im Wert von €1.12M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 8 Jahre bzw. 6.3 Jahre.

Wichtige Informationen

Arnaud N. P. M. G. de Puyfontaine

Geschäftsführender

n/a

Gesamtvergütung

Prozentsatz des Geschäftsführergehaltsn/a
Amtszeit als Geschäftsführer12.7yrs
Eigentum des Geschäftsführers0.06%
Durchschnittliche Amtszeit des Managements8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder6.3yrs

Jüngste Management Updates

Recent updates

Narrative-Update Jul 08

VIV: Buy Rating Upgrades Will Support Future Upside Potential

Vivendi's analyst price target has been trimmed by €0.20, reflecting a slightly lower fair value estimate as analysts balance recent target reductions from JPMorgan with higher targets and a rating upgrade from Kepler Cheuvreux, along with Deutsche Bank's upward revision. Analyst Commentary Recent research on Vivendi points to a mix of caution and optimism, with several bullish analysts highlighting potential upside in the stock despite some trimmed targets.
Narrative-Update Jun 15

VIV: Mixed Outlook With Buy Rating Shifts And Planned Buybacks

Vivendi's analyst price target has been adjusted slightly, with recent changes such as JPMorgan trimming its target to €2.60 from €2.70 and Kepler Cheuvreux raising its target to €2.70 from €2.40, as analysts factor in updated views on profitability and sector conditions. Analyst Commentary Recent research on Vivendi shows a mix of views, with some firms lifting their stance while others trim price targets.
Narrative-Update Jun 01

VIV: Luxury Media Expansion And Buybacks Will Support Future Upside Potential

Vivendi's analyst price target has seen mixed adjustments, with changes of up to €0.60 in both directions as analysts factor in updated views on earnings potential, profitability, and valuation multiples. Analyst Commentary Recent Street research on Vivendi reflects a mix of caution and optimism, with several firms revisiting their price targets as they reassess earnings potential, profitability, and valuation multiples.
Narrative-Update Apr 28

VIV: Luxury Media Expansion And Buybacks Will Support Future Earnings Power

Vivendi's updated analyst price targets have shifted by €0.30 overall as analysts fine tune their expectations following a series of small target raises and cuts that reflect revised assumptions on fair value, discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on Vivendi shows a mix of higher and lower price targets, with the net €0.30 shift reflecting how closely analysts are recalibrating their views on valuation, execution and earnings power.
Narrative-Update Apr 13

VIV: Cooler Outlook And Buyback Plan Will Shape Near Term

Narrative Update on Vivendi The analyst price target for Vivendi has been reduced from €2.80 to €2.20, with analysts pointing to updates in fair value estimates, a higher discount rate, and revised expectations for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Vivendi reflects a more cautious tone, with several bearish analysts trimming price targets in quick succession.
Narrative-Update Mar 30

VIV: Future Returns Will Reflect Moderated Expectations And Ongoing Share Repurchase Support

Narrative Update The updated analyst price target for Vivendi has edged lower by about €0.60, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, a marginally firmer profit margin outlook, and a small adjustment to the future P/E multiple. Analyst Commentary Recent research points to a slightly more cautious stance on Vivendi, with updated price targets reflecting a reassessment of both execution risks and longer term growth potential.
Narrative-Update Mar 16

VIV: Future Returns Will Benefit From Repriced Earnings Multiple Assumptions

Analysts have trimmed their Vivendi price target from €3.16 to €2.66 as they factor in a higher discount rate, adjust profit margin expectations lower, and apply a much higher future P/E multiple in their valuation work. Valuation Changes Fair Value: revised from €3.16 to €2.66, reflecting a lower central estimate for the shares.
Narrative-Update Dec 20

VIV: Stronger Margins Will Support Upgraded Earnings Power And Upside Potential

Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts point to slightly faster expected revenue growth, significantly stronger profit margins, and a lower assumed future P/E multiple to support the revised fair value. Analyst Commentary Recent updates from bullish analysts signal growing confidence in Vivendi's earnings power and strategic execution, even as the nominal change in the price target appears modest.
Narrative-Update Dec 06

VIV: Long-Term Returns Will Benefit From Lower Perceived Cash Flow Risk

Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts cite a slightly lower discount rate and marginally improved long term valuation assumptions, despite only negligible changes to revenue growth and profitability forecasts. Analyst Commentary Recent research updates highlight a nuanced view of Vivendi, with modest target changes but a consistent positive stance on the shares.
Narrative-Update Nov 22

VIV: Long-Term Returns Will Remain Resilient Despite Price Estimate Revisions

Vivendi’s fair value price target has been reduced from €3.55 to €3.20. Analysts cite modestly slower revenue growth and a higher discount rate as reasons for the revision.
Narrative-Update Aug 07

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

Vivendi's fair value estimate has seen a marginal upward revision, as both the consensus analyst price target and future P/E multiple remain essentially unchanged. What's in the News The European Commission has formally accused Vivendi of breaching EU merger rules during its takeover of Lagardère, specifically for implementing the transaction prior to notifying regulators and obtaining necessary approvals.
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Neues Narrative Mar 09

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

Transformation and restructuring through asset spin-offs aim to unlock value, enhancing revenue and earnings as Vivendi focuses on listed investments.
Analyseartikel Apr 24

Vivendi SE (EPA:VIV) Could Be Riskier Than It Looks

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Media industry in France, you could be forgiven...
Analyseartikel Apr 05

Here's Why Vivendi (EPA:VIV) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Mar 15

The Strong Earnings Posted By Vivendi (EPA:VIV) Are A Good Indication Of The Strength Of The Business

Even though Vivendi SE's ( EPA:VIV ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
Analyseartikel Mar 02

When Should You Buy Vivendi SE (EPA:VIV)?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...
Analyseartikel Jan 08

Are Investors Undervaluing Vivendi SE (EPA:VIV) By 32%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vivendi fair value estimate is €14.48 Vivendi is estimated to...
Analyseartikel Dec 14

Vivendi (EPA:VIV) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Nov 23

When Should You Buy Vivendi SE (EPA:VIV)?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it had a relatively subdued couple...
Analyseartikel Sep 08

Vivendi SE's (EPA:VIV) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Vivendi's estimated fair value is €11.32 based on 2 Stage Free Cash Flow to Equity Vivendi is estimated to...
Analyseartikel Aug 17

These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jul 30

Is It Time To Consider Buying Vivendi SE (EPA:VIV)?

Vivendi SE ( EPA:VIV ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Apr 14

Vivendi (EPA:VIV) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Feb 06

Should You Think About Buying Vivendi SE (EPA:VIV) Now?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock saw a decent share...
Analyseartikel Dec 11

Estimating The Fair Value Of Vivendi SE (EPA:VIV)

How far off is Vivendi SE ( EPA:VIV ) from its intrinsic value? Using the most recent financial data, we'll take a look...
Analyseartikel Oct 28

At €8.34, Is It Time To Put Vivendi SE (EPA:VIV) On Your Watch List?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...
Analyseartikel Sep 15

These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Aug 25

Estimating The Intrinsic Value Of Vivendi SE (EPA:VIV)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vivendi SE ( EPA:VIV...
Analyseartikel Jul 14

Is Now An Opportune Moment To Examine Vivendi SE (EPA:VIV)?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...
Analyseartikel May 27

We Think Vivendi (EPA:VIV) Can Manage Its Debt With Ease

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

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Arnaud N. P. M. G. de Puyfontaine im Vergleich zu den Einnahmen von Vivendi verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025n/an/a

€18m

Jun 30 2025n/an/a

-€240m

Mar 31 2025n/an/a

-€267m

Dec 31 2024n/an/a

-€183m

Sep 30 2024n/an/a

-€101m

Jun 30 2024n/an/a

-€20m

Mar 31 2024n/an/a

€96m

Dec 31 2023€5m€2m

€212m

Sep 30 2023n/an/a

-€395m

Jun 30 2023n/an/a

-€1b

Mar 31 2023n/an/a

-€857m

Dec 31 2022€5m€2m

-€712m

Sep 30 2022n/an/a

-€440m

Jun 30 2022n/an/a

-€169m

Mar 31 2022n/an/a

-€399m

Dec 31 2021€4m€2m

-€630m

Jun 30 2021n/an/a

-€652m

Mar 31 2021n/an/a

-€291m

Dec 31 2020€3m€1m

€69m

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€2b

Mar 31 2020n/an/a

€2b

Dec 31 2019€3m€1m

€2b

Vergütung im Vergleich zum Markt: Unzureichende Daten, um festzustellen, ob die Gesamtvergütung von Arnaud N. P. M. G. im Vergleich zu Unternehmen ähnlicher Größe auf dem Markt French angemessen ist.

Entschädigung vs. Einkommen: Arnaud N. P. M. G.Die Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Arnaud N. P. M. G. de Puyfontaine (62 yo)

12.7yrs
Amtszeit
€4,591,989
Vergütung

Mr. Arnaud N. P. M. G. Roy de Puyfontaine, E.S.C.P. M.B.A. is Non-Independent Non-Executive Chairman at Swi Capital Holding Ltd. since February 19, 2026 and serves as its Chairman of Strategic Advisory Boa...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Vincent Bollore
Censor & Special Advisor to the Chairman of the Management Board7.3yrs€1.46mkeine Daten
Arnaud N. P. M. G. de Puyfontaine
Chairman of Management Board & CEO12.7yrs€4.59m0.059%
€ 1.1m
Francois Laroze
CFO & Member of Management Board4.1yrs€2.14m0.027%
€ 515.7k
Frédéric Crépin
Member of the Management Board12.1yrs€2.24m0.040%
€ 759.2k
Cédric de Bailliencourt
Member of the Management Board & Senior VP8.8yrs€1.16mkeine Daten
Celine Merle-Beral
Chief of HR Strategy & Corporate Culture and Member of Management Board4.1yrs€800.41k0.0057%
€ 108.0k
Xavier Le Roy
Executive Vice President of Investor Relations & Corporate Developmentno datakeine Datenkeine Daten
Lorella Gessa
Chief Communications Officer4.1yrskeine Datenkeine Daten
Mathieu Peyceré
Executive Vice President of Group Human Resources13.9yrskeine Datenkeine Daten
Laurence Daniel
Senior Vice President of Mergers & Acquisitionsno datakeine Datenkeine Daten
Florent De Cournuaud
Senior Vice President of Management & Business Plan Controlno datakeine Datenkeine Daten
Bernard Bacci
Group Head of Taxesno datakeine Datenkeine Daten
8.0yrs
Durchschnittliche Betriebszugehörigkeit
60.5yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von VIV ist erfahren und erfahren (durchschnittliche Amtszeit von 8 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Vincent Bollore
Censor & Special Advisor to the Chairman of the Management Board7.3yrs€1.46mkeine Daten
Laurent Dassault
Independent Member of Supervisory Board6.3yrs€100.00k0.00010%
€ 1.9k
Yannick Bollore
Chairman of Supervisory Board10.2yrs€600.00k0.025%
€ 475.5k
Sandrine Bihan
Employee Shareholder Representative Member of the Supervisory Board9.3yrs€80.00k0.00084%
€ 15.8k
Maud Fontenoy
Independent Member of the Supervisory Board4.3yrs€110.00k0.00010%
€ 1.9k
Laure Delahousse
Independent Member of Supervisory Board1.3yrskeine Daten0.00010%
€ 1.9k
Bernard Osta
Vice Chairman of Supervisory Board & Lead Independent Member of Supervisory Board1.1yrskeine Daten0.00010%
€ 1.9k
6.3yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrener Vorstand: VIVDie Vorstandsmitglieder gelten als erfahren (6.3 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/20 22:47
Aktienkurs zum Tagesende2026/07/20 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

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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

Vivendi SE wird von 27 Analysten beobachtet. 6 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
William Noel MilnerArete Research Services LLP
Alvaro del Pozo MarotoBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander