Telstra Group (TLS) Resumen de Acciones
Telstra Group Limited presta servicios de telecomunicaciones en Australia y a nivel internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 2/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
TLS Community Fair Values
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Analyst Price Targets
Competidores de Telstra Group Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | AU$4.74 |
| Máximo en las últimas 52 semanas | AU$5.58 |
| Mínimo de 52 semanas | AU$4.71 |
| Beta | 0.13 |
| Cambio en 1 mes | -5.95% |
| Variación en 3 meses | -13.66% |
| Cambio de 1 año | -4.05% |
| Variación en 3 años | 15.61% |
| Variación en 5 años | 20.61% |
| Variación desde la OPV | 27.76% |
Noticias y actualizaciones recientes
Artículo de análisis • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...
Actualización de narrativa • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Recent updates
Artículo de análisis • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...Actualización de narrativa • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Actualización de narrativa • Jun 25
TLS: Future Returns Will Rely On Buybacks Dividends And Pricing Power
Analysts have nudged their fair value estimate for Telstra Group slightly higher to about A$5.28 from A$5.27, reflecting updated assumptions around discount rates, margin potential and longer term valuation that align with a recent Neutral initiation carrying a A$5.50 price target. What’s in the News for Telstra Group Telstra Group reported an 8.1% change in underlying NPAT for the first half of FY2026, alongside higher interim dividends, as part of its Connected Future 30 plan, according to recent earnings coverage.Actualización de narrativa • Jun 06
TLS: Future Returns Will Depend On Buybacks Dividends And Sector Risk Repricing
Analysts have trimmed Telstra Group's fair value estimate slightly to A$5.27, reflecting a modestly higher discount rate and updated sector comparisons after recent software stock weakness, while still pointing to steady expectations for revenue growth, profit margins and a future P/E near 28x. Analyst Commentary Recent sector commentary on software and security-focused stocks highlights a mix of optimism about operational execution and caution around valuation for companies exposed to government and federal spending, which investors often compare to Telstra's infrastructure and service profile.Actualización de narrativa • May 05
TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing
Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.Actualización de narrativa • Apr 20
TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience
Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.Actualización de narrativa • Apr 03
TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience
Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.Actualización de narrativa • Mar 18
TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.Actualización de narrativa • Mar 03
TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support
Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).Actualización de narrativa • Feb 17
TLS: Stable Fair Value Will Rely On Modest Margin And Multiple Support
Analysts have kept their A$4.97 price target for Telstra Group broadly unchanged, noting only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that offset one another in their updated model. Valuation Changes Fair Value: A$4.97 remains unchanged, with no movement in the modelled fair value estimate.Actualización de narrativa • Feb 03
TLS: Modest Model Tweaks Will Shape Future Margins And Measured Upside
Analysts have nudged their price target for Telstra Group slightly higher to about A$4.97 from A$4.93, citing modest model updates that reflect small adjustments to discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on a different company in the broader telecom and technology space highlights what bullish and cautious analysts tend to focus on when they revisit models and targets.Actualización de narrativa • Jan 19
TLS: Future Margins And Discount Rate Assumptions Will Shape Measured Upside Potential
Analysts have nudged their fair value estimate for Telstra Group slightly lower to A$4.93, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin trends, while keeping future P/E expectations broadly steady. Analyst Commentary Recent Street research on a peer company, Telos, has centered on earnings quality and guidance revisions, which can be useful context when you think about how analysts frame valuation and execution risk for Telstra Group.Artículo de análisis • Dec 28
Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected
When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...Actualización de narrativa • Dec 20
TLS: Future Margins And Cash Flow Will Support Measured Upside Potential
Analysts have raised their price target on Telstra Group to $9.00 from $7.00, citing stronger than expected revenue and EBITDA performance, as well as improving margin expansion and free cash flow visibility that supports a higher valuation multiple. Analyst Commentary Street research has turned increasingly constructive on Telstra Group, with multiple firms lifting price targets as they recalibrate models to reflect stronger operating trends and improved visibility into medium term cash generation.Actualización de narrativa • Dec 06
TLS Margins And Cash Flow Will Shape Measured Upside Outlook
Analysts have nudged their price target on Telstra Group modestly higher to reflect a slightly increased fair value estimate of about $4.94, citing ongoing revenue growth, resilient margins, and expectations for stronger future earnings multiples despite a marginally higher discount rate. Analyst Commentary Bullish analysts view Telstra Group's recent performance and guidance as evidence that the company is entering a more durable growth phase, with improving earnings quality and greater visibility on cash generation.Artículo de análisis • Dec 01
Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Sep 22
Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking
Telstra Group Limited's ( ASX:TLS ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...
Nueva narrativa • Feb 23
Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership
Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.Rentabilidad de los accionistas
| TLS | AU Telecom | Mercado AU | |
|---|---|---|---|
| 7D | -4.8% | -3.1% | -1.5% |
| 1Y | -4.0% | -10.4% | 0.3% |
Rentabilidad vs. Industria: TLS superó a la industria Australian Telecom, que obtuvo un rendimiento del -10.4% el año pasado.
Rentabilidad vs. Mercado: TLS obtuvo unos resultados inferiores a los del mercado Australian, que fueron del 0.3% el año pasado.
Volatilidad de los precios
| TLS volatility | |
|---|---|
| TLS Average Weekly Movement | 2.8% |
| Telecom Industry Average Movement | 5.5% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 16.9% |
| 10% least volatile stocks in AU Market | 3.8% |
Precio estable de las acciones: TLS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Australian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TLS (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1901 | 29,334 | Vicki Brady | www.telstra.com.au |
Telstra Group Limited presta servicios de telecomunicaciones en Australia y a nivel internacional. La empresa opera a través de seis segmentos: Telstra Consumer; Telstra Business; Telstra Enterprise; Telstra International; Redes, Productos y Tecnología; y Telstra InfraCo. Ofrece productos y servicios de telecomunicaciones y tecnología a clientes particulares y a pequeñas y medianas empresas mediante tecnologías de redes móviles y fijas, además de gestionar centros de atención al cliente, tiendas minoristas, una red de distribución minorista, canales digitales, sistemas de distribución y el programa de fidelización de clientes Telstra Plus.
Resumen de fundamentos de Telstra Group Limited
| Estadísticas fundamentales de TLS | |
|---|---|
| Capitalización bursátil | AU$53.30b |
| Beneficios(TTM) | AU$2.24b |
| Ingresos (TTM) | AU$22.94b |
23.4x
Ratio precio-beneficio (PE)2.3x
Ratio precio-ventas (PS)¿Está TLS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TLS | |
|---|---|
| Ingresos | AU$22.94b |
| Coste de los ingresos | AU$11.45b |
| Beneficio bruto | AU$11.49b |
| Otros gastos | AU$9.25b |
| Beneficios | AU$2.24b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Feb 18, 2027
| Beneficios por acción (BPA) | 0.20 |
| Margen bruto | 50.09% |
| Margen de beneficio neto | 9.77% |
| Ratio deuda/patrimonio | 102.9% |
¿Cómo se ha desempeñado TLS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
4.4%
Rentabilidad actual por dividendo106%
Ratio de pagos¿Paga TLS dividendos fiables?
Ver historial de dividendos e índices de referencia de TLS| fechas de dividendos de Telstra Group | |
|---|---|
| Fecha ex dividendo | Aug 26 2026 |
| Fecha de pago de dividendos | Sep 24 2026 |
| Días hasta ex dividendo | 8 days |
| Días hasta la fecha de pago de dividendos | 37 days |
¿Paga TLS dividendos fiables?
Ver historial de dividendos e índices de referencia de TLSAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/18 08:55 |
| Precio de las acciones al final del día | 2026/08/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Telstra Group Limited está cubierta por 26 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |
| Chris Lane | Bernstein |