Glencore plc

LSE:GLEN Lagerbericht

Marktkapitalisierung: UK£68.6b

Glencore Management

Management Kriterienprüfungen 4/4

Glencore CEO ist Gary Nagle , ernannt in Jul 2021, hat eine Amtszeit von 4.83 Jahren. Die jährliche Gesamtvergütung beträgt $7.48M , bestehend aus 26.8% Gehalt und 73.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.043% der Aktien des Unternehmens, im Wert von £29.19M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.8 Jahre bzw. 5 Jahre.

Wichtige Informationen

Gary Nagle

Geschäftsführender

US$7.5m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts26.76%
Amtszeit als Geschäftsführer4.8yrs
Eigentum des Geschäftsführers0.04%
Durchschnittliche Amtszeit des Managements4.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Apr 27

GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations

Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.
Narrativ-Update Apr 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.
Narrativ-Update Mar 28

GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations

Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.
Narrativ-Update Mar 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.
Narrativ-Update Feb 26

GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions

Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.
Narrativ-Update Feb 10

GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power

Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.
Narrativ-Update Jan 27

GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance

Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.
Analyseartikel Jan 14

Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry

Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...
Narrativ-Update Jan 12

GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures

Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.
Narrativ-Update Dec 15

GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery

Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.
Narrativ-Update Nov 30

GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements

The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.
Analyseartikel Nov 19

Calculating The Fair Value Of Glencore plc (LON:GLEN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...
Narrativ-Update Nov 16

GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution

The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.
Narrativ-Update Nov 02

GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance

Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.
Narrativ-Update Oct 18

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.
Narrativ-Update Oct 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.
Narrativ-Update Sep 19

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.
Narrativ-Update Sep 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.
Analyseartikel Jul 07

Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)

With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...
Analyseartikel Jun 16

Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
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Neues Narrativ Apr 22

Integration Of EVR And Rising Copper Output Will Drive Success

Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Gary Nagle im Vergleich zu den Einnahmen von Glencore verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$7mUS$2m

US$363m

Sep 30 2025n/an/a

-US$846m

Jun 30 2025n/an/a

-US$2b

Mar 31 2025n/an/a

-US$2b

Dec 31 2024US$5mUS$2m

-US$2b

Sep 30 2024n/an/a

-US$1b

Jun 30 2024n/an/a

-US$521m

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$6mUS$2m

US$4b

Sep 30 2023n/an/a

US$7b

Jun 30 2023n/an/a

US$10b

Mar 31 2023n/an/a

US$14b

Dec 31 2022US$6mUS$2m

US$17b

Sep 30 2022n/an/a

US$17b

Jun 30 2022n/an/a

US$16b

Mar 31 2022n/an/a

US$10b

Dec 31 2021US$4mUS$900k

US$5b

Vergütung im Vergleich zum Markt: GaryDie Gesamtvergütung ($USD7.48M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt UK ($USD7.22M).

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


Geschäftsführer

Gary Nagle (50 yo)

4.8yrs
Amtszeit
US$7,475,000
Vergütung

Mr. Gary Nagle, CA is CEO & Director of Glencore plc from July 01, 2021. Mr. Nagle was Global Head of Coal Assets of Glencore plc from December 2018 to July 01, 2021. Mr. Nagle joined the Glencore plc in 2...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Gary Nagle
CEO & Director4.8yrsUS$7.48m0.043%
£ 29.2m
Steven Kalmin
Chief Financial Officer20.9yrsUS$400.89kkeine Daten
Xavier Wagner
Chief Operating Officerless than a yearkeine Datenkeine Daten
Martin Fewings
Head of Investor Relations & Communicationsno datakeine Datenkeine Daten
Shaun Teichner
General Counsel6.9yrskeine Datenkeine Daten
Derrick Crowley
Head of Human Resources2.3yrskeine Datenkeine Daten
Japie Fullard
Head of Ferroalloys Assets7.4yrskeine Datenkeine Daten
Jyothish George
Head of Marketing for Metals & Bulksno datakeine Datenkeine Daten
Robin Scheiner
Head of Alumina & Aluminium Marketingno datakeine Datenkeine Daten
Peter Edward Hill
Head of Steelmaking Raw Materials Marketing5.3yrskeine Datenkeine Daten
Inigo Segura
Co-Head of the Zinc (concentrates) Marketing2.7yrskeine Datenkeine Daten
Anna Krutikov
Head of Sustainability2.3yrskeine Datenkeine Daten
4.8yrs
Durchschnittliche Betriebszugehörigkeit
50yo
Durchschnittliches Alter

Erfahrenes Management: GLENDas Führungsteam des Unternehmens gilt als erfahren (4.8 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Gary Nagle
CEO & Director4.8yrsUS$7.48m0.043%
£ 29.2m
Martin Gilbert
Independent Non-Executive Director9yrsUS$275.00k0.00098%
£ 672.2k
Cynthia Blum Carroll
Independent Non-Executive Director5.3yrsUS$305.00kkeine Daten
Kalidas Madhavpeddi
Chairman6.3yrsUS$1.15mkeine Daten
Elizabeth Hewitt
Independent Non-Executive Director3.8yrsUS$285.00k0.00073%
£ 500.7k
John Wallington
Independent Non-Executive Director1.9yrsUS$243.00k0%
£ 0
Gill Marcus
Senior Independent Non-Executive Director8.3yrsUS$325.00kkeine Daten
María Zuleta
Independent Non-Executive Director1.3yrsUS$213.00k0.00056%
£ 384.1k
5.0yrs
Durchschnittliche Betriebszugehörigkeit
69yo
Durchschnittliches Alter

Erfahrener Vorstand: GLENDie Vorstandsmitglieder gelten als erfahren (5 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 10:57
Aktienkurs zum Tagesende2026/05/26 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

Glencore plc wird von 33 Analysten beobachtet. 16 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
Wade NapierAvior Capital Markets
David Simon ButlerBarclays
Izak RossouwBarclays