AXA Dirección
Dirección controles de criterios 3/4
El CEO de AXA es Thomas Buberl , nombrado en Sep 2016, tiene una permanencia de 9.75 años. compensación anual total es €6.14M, compuesta por 26.9% salario y 73.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.062% de las acciones de la empresa, por valor de €50.23M. La antigüedad media del equipo directivo y de la junta directiva es de 6.1 años y 6 años, respectivamente.
Información clave
Thomas Buberl
Chief Executive Officer (CEO)
€6.1m
Compensación total
| Porcentaje del salario del CEO | 26.85% |
| Permanencia del CEO | 9.8yrs |
| Participación del CEO | 0.06% |
| Permanencia media de la dirección | 6.1yrs |
| Promedio de permanencia en la Junta Directiva | 6yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 03
CS: Higher Fair Value And P/E Assumptions Will Support Measured Re Rating
AXA's analyst price target has edged higher by about €0.35, with analysts pointing to modestly revised assumptions around fair value, discount rate, profit margin and future P/E. This move is supported by recent research that includes both a €1 target increase and a €1 reduction from different banks, alongside a bullish initiation.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | €6m | €2m | €7b |
| Sep 30 2025 | n/a | n/a | €7b |
| Jun 30 2025 | n/a | n/a | €7b |
| Mar 31 2025 | n/a | n/a | €7b |
| Dec 31 2024 | €6m | €2m | €7b |
| Sep 30 2024 | n/a | n/a | €7b |
| Jun 30 2024 | n/a | n/a | €7b |
| Mar 31 2024 | n/a | n/a | €7b |
| Dec 31 2023 | €6m | €2m | €7b |
| Sep 30 2023 | n/a | n/a | €6b |
| Jun 30 2023 | n/a | n/a | €5b |
| Mar 31 2023 | n/a | n/a | €5b |
| Dec 31 2022 | €5m | €2m | €5b |
| Sep 30 2022 | n/a | n/a | €6b |
| Jun 30 2022 | n/a | n/a | €7b |
| Mar 31 2022 | n/a | n/a | €7b |
| Dec 31 2021 | €5m | €1m | €7b |
| Sep 30 2021 | n/a | n/a | €6b |
| Jun 30 2021 | n/a | n/a | €6b |
| Mar 31 2021 | n/a | n/a | €4b |
| Dec 31 2020 | €4m | €1m | €3b |
| Jun 30 2020 | n/a | n/a | €3b |
| Mar 31 2020 | n/a | n/a | €3b |
| Dec 31 2019 | €5m | €3m | €4b |
Compensación vs. Mercado: La compensación total de Thomas($USD7.09M) está por encima de la media de empresas de tamaño similar en el mercado French ($USD5.45M).
Compensación vs. Ingresos: La compensación de Thomas ha sido consistente con los resultados de la empresa en el último año.
CEO
Thomas Buberl (53 yo)
9.8yrs
Permanencia
€6,144,119
Compensación
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...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 9.8yrs | €6.14m | 0.062% € 50.2m | |
| Group General Counsel & Employee Shareholders Representative Director | 10yrs | €106.42k | 0.0089% € 7.2m | |
| Group Chief Financial Officer | 4.9yrs | sin datos | sin datos | |
| Chief Accounting & Reporting Officer | no data | sin datos | sin datos | |
| Group Chief Technology & AI Officer | 1.4yrs | sin datos | sin datos | |
| Group Chief Strategy Officer & Head of Investor Relations | 3.8yrs | sin datos | sin datos | |
| Group Chief Communication | 7.3yrs | sin datos | sin datos | |
| Deputy General Secretary | 8.6yrs | sin datos | sin datos | |
| Chief Executive Officer of International Markets | no data | sin datos | sin datos | |
| Global Head of Finance | 1.4yrs | sin datos | sin datos | |
| Chief Executive Officer of European Markets & Health | 9.5yrs | sin datos | sin datos | |
| Chief Transformation Officer for European Markets & Health | 2.9yrs | sin datos | sin datos |
6.1yrs
Permanencia media
52.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CS es experimentado (6.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 9.8yrs | €6.14m | 0.062% € 50.2m | |
| Group General Counsel & Employee Shareholders Representative Director | 6yrs | €106.42k | 0.0089% € 7.2m | |
| Honorary Chairman | 16.2yrs | sin datos | sin datos | |
| Independent Director | 10.2yrs | €172.04k | 0.00035% € 285.6k | |
| Director | 4.2yrs | €171.05k | 0.024% € 19.3m | |
| Independent Director | 5.2yrs | €233.81k | 0.00037% € 301.9k | |
| Independent Director | 5.2yrs | €173.92k | 0.00024% € 195.8k | |
| Independent Chairman of the Board | 6yrs | sin datos | 0.00021% € 171.4k | |
| Employees Representative Director | 8yrs | €106.42k | 0.000020% € 16.3k | |
| Employees Representative Director | 8yrs | €140.17k | 0.00014% € 114.2k | |
| Independent Director | 1.4yrs | €184.14k | sin datos | |
| Independent Director | 6yrs | €140.17k | 0.00019% € 155.0k |
6.0yrs
Permanencia media
61.5yo
Promedio de edad
Junta con experiencia: La junta directiva de CS se considera experimentada (6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/08 03:07 |
| Precio de las acciones al final del día | 2026/06/08 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
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.
| 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
AXA SA está cubierta por 34 analistas. 12 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 |
|---|---|
| Markus Mayer | Baader Helvea Equity Research |
| null null | Banco de Sabadell. S.A. |
| Valvanera Gómez Pastor | Banco Santander |