BCE Inc.

Informe acción TSX:BCE

Capitalización de mercado: CA$32.0b

BCE Dirección

Dirección controles de criterios 3/4

El CEO de BCE es Mirko Bibic , nombrado en Jan 2020, tiene una permanencia de 6.33 años. compensación anual total es CA$13.45M, compuesta por 10.4% salario y 89.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.02% de las acciones de la empresa, por valor de CA$6.51M. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 6.2 años, respectivamente.

Información clave

Mirko Bibic

Chief Executive Officer (CEO)

CA$13.5m

Compensación total

Porcentaje del salario del CEO10.41%
Permanencia del CEO6.3yrs
Participación del CEO0.02%
Permanencia media de la dirección2.6yrs
Promedio de permanencia en la Junta Directiva6.2yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 29

BCE: Price War Risk Will Define Returns From New Data Center Project

Analysts have inched their average BCE price target higher to about CA$41, pointing to the new 300 MW data center project and updated expectations for revenue growth, margins and P/E as key reasons for the recalibration. Analyst Commentary Recent Street research around BCE has tilted more cautious, even as some firms recalibrate price targets.
Artículo de análisis May 11

BCE Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

BCE Inc. ( TSE:BCE ) last week reported its latest first-quarter results, which makes it a good time for investors to...
Actualización de narrativa May 11

BCE: Data Center Expansion And Price Competition Will Shape Future Risk Balance

Analysts have modestly lifted their average price target on BCE to about CA$41, citing updated models that reflect slightly lower growth expectations, a small adjustment to the discount rate, steady profit margins, and Street research highlighting the potential contribution from BCE's newly announced 300 MW data center project. Analyst Commentary Recent research on BCE shows a mixed backdrop, with some firms lifting price targets around CA$41 while others flag risks around competition and execution.
Actualización de narrativa Apr 19

BCE: AI Data Centres Will Drive Returns Despite Wireless Price War

Analysts have made a modest upward adjustment to the CA$41 Street price target for BCE, highlighting updated views on pricing risk, recent target hikes from several firms, and refined assumptions around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on BCE reflects a mix of optimism around valuation support and growth projects, alongside fresh concerns about competitive pressure in Canadian telecom.
Actualización de narrativa Apr 05

BCE: Price War Risks And AI Data Centres Will Shape 2026 Outlook

Analysts made a modest upward adjustment to the BCE fair value estimate to CA$37.53. This reflects slightly higher assumed revenue growth and profit margin expectations, along with a marginally lower future P/E multiple and a small change in the discount rate, following recent price target increases across several firms and ongoing sector price war concerns.
Actualización de narrativa Mar 22

BCE: Execution Risks Around Profitability Assumptions Will Drive Future Share Pressure

Analysts have nudged BCE's fair value estimate higher to CA$31.00 from CA$30.00, citing recent target hikes into the CA$39 to CA$41 range, as well as updated assumptions around profitability, discount rate, and future P/E as key supports for the change. Analyst Commentary Recent Street research on BCE has featured a mix of supportive and cautious views, with several price target adjustments clustering in the CA$39 to CA$41 range.
Actualización de narrativa Mar 08

BCE: Fair Outlook Balances 2026 Guidance With Tight Range Rating Revisions

Analysts have inched their average price target on BCE higher to CA$40, with small tweaks to discount rate and P/E assumptions. These adjustments reflect updated views on risk and valuation inputs rather than big shifts in the core earnings outlook.
Actualización de narrativa Feb 22

BCE: Fair Outlook Weighs 2026 Guidance Against Mixed Rating Revisions

Analysts have nudged their fair value estimate for BCE higher to CA$37.38 from CA$37.01, citing recent price target moves around CA$40 and updated assumptions for revenue growth, margins and future P/E as the main drivers of this change. Analyst Commentary Recent research on BCE reflects a mix of cautious tweaks and more constructive moves on valuation, with price targets broadly clustering around the CA$40 mark.
Actualización de narrativa Feb 07

BCE: Fair Outlook Balances Mixed Rating Moves And 2026 Guidance

Analysts have nudged their BCE valuation slightly higher, with the fair value estimate moving to $37.01 from $36.47, as they balance mixed price target moves on the Street with updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Street research on BCE in recent days has been mixed, with some price targets nudged lower and at least one upgrade.
Actualización de narrativa Jan 24

BCE: Modest Discount Rate Shift Supports Multiyear Outlook And Post Selloff Opportunity

Analysts have made a modest downward adjustment to their BCE price target to about C$40.75. This reflects slightly higher discount rate assumptions and some pressure on profit margins, even as revenue growth expectations and future P/E estimates remain relatively steady.
Actualización de narrativa Jan 10

BCE: Recent Upgrades Highlight Multiyear Outlook And Post Selloff Entry Opportunity

Analysts have lifted their price targets on BCE to a range around C$34 to C$37, a C$2 move at the low end, citing a clearer multiyear outlook, an improved growth and risk profile, and what they view as a more appealing entry point after the recent selloff. Analyst Commentary Bullish analysts see the recent round of target changes and upgrades as a reset in how BCE is being valued, with more confidence in the multiyear plan outlined at the investor day.
Artículo de análisis Jan 04

Does BCE (TSE:BCE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Dec 25

BCE: Multi-Year Outlook Will Shape Risk Profile And Share Performance

Our updated narrative on BCE reflects a modest upward revision in the analyst price target to C$34 from C$32, as analysts point to a clearer multi year growth outlook and an improving risk profile, despite a higher assumed discount rate and lower profit margin expectations. Analyst Commentary Recent Street research on BCE highlights a constructive but still measured stance from the sell side.
Actualización de narrativa Dec 11

BCE: Share Price Will Rise On Clearer Outlook And Recent Rating Upgrades

Analysts have nudged their average price target for BCE modestly higher to C$34 to C$37 per share, citing improved confidence in the company’s multi year outlook, a better growth and balance sheet trajectory, and expectations for gradual revenue and EBITDA reacceleration from 2026. Analyst Commentary Recent research updates reflect a more constructive stance on BCE, with several firms lifting ratings and targets as they recalibrate models to the company’s longer term guidance and post selloff valuation.
Actualización de narrativa Nov 27

BCE: Share Price Will Rise On Improved Outlook And Recent Upgrades

The analyst price target for BCE has increased modestly, with several firms now seeing improved growth prospects and balance sheet strength. This has led to higher targets such as C$37 from C$35, as analysts cite greater confidence in the company's outlook through 2028.
Artículo de análisis Nov 13

Solid Earnings May Not Tell The Whole Story For BCE (TSE:BCE)

The recent earnings posted by BCE Inc. ( TSE:BCE ) were solid, but the stock didn't move as much as we expected. We...
Actualización de narrativa Nov 13

BCE: Share Price Will Benefit From Improved Outlook Through 2028

Analysts have raised their price targets for BCE by approximately C$2 to C$3 per share. This reflects increased confidence in the company's improving growth prospects and balance sheet outlook.
Actualización de narrativa Oct 30

Improved Long-Term Outlook And Ongoing Risks Will Shape Performance Through 2028

BCE's analyst price target has modestly increased from C$35.97 to C$36.15 as analysts cite improved confidence in the company's long-term outlook and gradual earnings growth following recent upgrades and an encouraging investor day. Analyst Commentary Recent analyst actions reflect a shift in sentiment toward BCE, as well as a recognition of both the company's improved prospects and remaining challenges.
Actualización de narrativa Oct 15

High-speed Fiber Expansion And AI Will Transform North American Connectivity

BCE's analyst price target has increased from C$35.41 to C$35.97 as analysts express greater confidence in the company's growth outlook and balance sheet trajectory, following recent upgrades and positive research commentary. Analyst Commentary Recent analyst activity around BCE has been notably positive, reflecting shifting outlooks following the company's recent investor event and quarterly results.
Actualización de narrativa Sep 04

High-speed Fiber Expansion And AI Will Transform North American Connectivity

Analysts modestly raised their price targets for BCE reflecting improved long-term growth prospects and synergies from the Ziply acquisition, but maintained a balanced risk-reward view amid stable fundamentals, resulting in no net change to the consensus price target, which remains at CA$35.41. Analyst Commentary Bullish analysts increased price targets following the completion of the Ziply deal, which is expected to enhance BCE's long-term growth prospects.
Artículo de análisis Jul 14

We Think BCE (TSE:BCE) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 02

BCE's (TSE:BCE) Shareholders Will Receive A Smaller Dividend Than Last Year

BCE Inc.'s ( TSE:BCE ) dividend is being reduced from last year's payment covering the same period to CA$0.4375 on the...
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Nueva narrativa Nov 10

Expanding Fiber Ventures Boost Future Revenue And Margin Transformation In Media And Wireless

BCE's strategic acquisitions and digital shift drive growth and stabilize earnings by enhancing market presence, technology integration, and media revenue.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mirko Bibic en comparación con los beneficios de BCE?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

CA$6b

Dec 31 2025CA$13mCA$1m

CA$6b

Sep 30 2025n/an/a

CA$6b

Jun 30 2025n/an/a

CA$433m

Mar 31 2025n/an/a

CA$391m

Dec 31 2024CA$13mCA$1m

CA$163m

Sep 30 2024n/an/a

CA$84m

Jun 30 2024n/an/a

CA$2b

Mar 31 2024n/an/a

CA$2b

Dec 31 2023CA$13mCA$1m

CA$2b

Sep 30 2023n/an/a

CA$2b

Jun 30 2023n/an/a

CA$2b

Mar 31 2023n/an/a

CA$3b

Dec 31 2022CA$14mCA$1m

CA$3b

Sep 30 2022n/an/a

CA$3b

Jun 30 2022n/an/a

CA$3b

Mar 31 2022n/an/a

CA$3b

Dec 31 2021CA$11mCA$1m

CA$3b

Sep 30 2021n/an/a

CA$3b

Jun 30 2021n/an/a

CA$3b

Mar 31 2021n/an/a

CA$2b

Dec 31 2020CA$9mCA$1m

CA$2b

Sep 30 2020n/an/a

CA$2b

Jun 30 2020n/an/a

CA$2b

Mar 31 2020n/an/a

CA$3b

Dec 31 2019CA$5mCA$750k

CA$3b

Compensación vs. Mercado: La compensación total de Mirko($USD9.76M) está por encima de la media de empresas de tamaño similar en el mercado Canadian ($USD7.47M).

Compensación vs. Ingresos: La compensación de Mirko ha sido consistente con los resultados de la empresa en el último año.


CEO

Mirko Bibic (57 yo)

6.3yrs
Permanencia
CA$13,452,136
Compensación

Mr. Mirko Bibic serves as an Independent Director of Royal Bank of Canada since August 01, 2022. He has been President and Chief Executive Officer of BCE Inc. and Bell Canada since January 6, 2020. Mr. Bib...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mirko Bibic
CEO, President & Director6.3yrsCA$13.45m0.020%
CA$ 6.5m
Curtis Millen
Executive VP & CFO2.7yrsCA$3.61m0.0025%
CA$ 797.6k
John Watson
Group President of Business Markets3.5yrsCA$6.13m0.0048%
CA$ 1.5m
Blaik Kirby
Group President of Consumer & Small Business11.1yrsCA$4.48m0.0089%
CA$ 2.9m
Sean Cohan
President of Bell Media2.5yrsCA$4.55m0.00016%
CA$ 51.3k
Mark McDonald
Executive VP & CTO1yrsin datossin datos
Hadeer Hassaan
Executive VP and Chief Information & Customer Experience Officer1yrsin datossin datos
Krishna Somers
Senior Vice President of Investor Relationsno datasin datossin datos
Robert Malcolmson
Executive VP and Chief Legal & Regulatory Officer5.3yrssin datos0.0030%
CA$ 957.8k
Karine Moses
Senior VP of Sales & Vice Chair of Québec2.3yrssin datos0.00096%
CA$ 307.5k
Nikki Moffat
Chief Human Resources Officer & Executive VP of Corporate Servicesno datasin datos0.0026%
CA$ 826.4k
Devorah Lithwick
Senior VP & Chief Brand Officerless than a yearsin datos0.0011%
CA$ 365.2k
2.6yrs
Permanencia media
57yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BCE se considera experimentado (2.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mirko Bibic
CEO, President & Director6.3yrsCA$13.45m0.020%
CA$ 6.5m
Calin Rovinescu
Independent Director10.1yrsCA$330.00k0.0012%
CA$ 387.6k
Louis Vachon
Independent Chair of the Board3.6yrsCA$265.00k0.0080%
CA$ 2.6m
Robert Dexter
Independent Director11.5yrsCA$265.00k0.0020%
CA$ 637.4k
Karen Sheriff
Independent Director9.1yrsCA$265.00k0.00087%
CA$ 278.7k
Monique Leroux
Independent Director10.1yrsCA$330.00k0.00021%
CA$ 67.3k
Jennifer Tory
Independent Director5.1yrsCA$265.00k0.0016%
CA$ 528.5k
Sheila Murray
Independent Director6yrsCA$330.00k0.0018%
CA$ 586.2k
Katherine Lee
Independent Director10.8yrsCA$265.00k0.00064%
CA$ 205.0k
Johan Wibergh
Independent Director2.5yrsCA$265.00k0.00054%
CA$ 173.0k
Cornell Wright
Independent Director5.1yrsCA$265.00k0.00019%
CA$ 60.9k
Louis Pagnutti
Independent Director5.5yrsCA$330.00k0.00034%
CA$ 108.9k
6.2yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de BCE se considera experimentada (6.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/29 15:31
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

BCE Inc. está cubierta por 29 analistas. 15 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.

AnalistaInstitución
Amman SaeedAccountability Research Corporation
null nullArgus Research Company
David McFadgenATB Cormark