Glencore Dirección
Dirección controles de criterios 4/4
El CEO de Glencore es Gary Nagle , nombrado en Jul 2021, tiene una permanencia de 5.17 años. compensación anual total es $7.48M, compuesta por 26.8% salario y 73.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.029% de las acciones de la empresa, por valor de £20.91M. La antigüedad media del equipo directivo y de la junta directiva es de 5.2 años y 5.4 años, respectivamente.
Información clave
Gary Nagle
Chief Executive Officer (CEO)
US$7.5m
Compensación total
| Porcentaje del salario del CEO | 26.76% |
| Permanencia del CEO | 5.2yrs |
| Participación del CEO | 0.03% |
| Permanencia media de la dirección | 5.2yrs |
| Promedio de permanencia en la Junta Directiva | 5.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Aug 21
GLEN: Copper Shift And Iron Ore Headwinds Will Pressure Future Returns
Glencore's updated analyst price target edges higher to £6.30 from a range centered near £6.10, as analysts balance softer revenue growth assumptions and slightly lower profit margins with higher expected future P/E multiples and the supportive stream of recent Buy and Overweight ratings. Analyst Commentary Recent research on Glencore reflects a split in opinion.Actualización de narrativa • Jul 30
GLEN: Copper Shift And Lithium Deal Will Shape Future Commodity Mix
Glencore's analyst price targets have moved within a relatively tight range, with several recent cuts such as JPMorgan's shift to £5.20 and Freedom Broker's move to £5.30, while others like Barclays and Deutsche Bank hold targets closer to £6.30, reflecting mixed views on commodity exposure, earnings potential, and valuation support. Analyst Commentary Recent research on Glencore shows a split between more constructive views that highlight commodity exposure and earnings potential and a set of bearish analysts who are reining in expectations.
Actualización de narrativa • Jul 15
GLEN: Copper Mix And Lithium Offtake Will Support Future Rerating Potential
Glencore's analyst price target has been lowered to around £5.90 to £6.35 per share from prior levels closer to £6.10 to £6.60, as analysts factor in higher required returns, updated views on commodity mix and earnings potential, and a moderation in assumed future P/E multiples, despite slightly stronger revenue growth and margin inputs. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several bullish analysts still highlighting upside potential around earnings power, commodity exposure and current valuation, even as headline price targets edge lower in some cases.Actualización de narrativa • Jun 29
GLEN: Copper Shift And Rising Fair Value Will Drive Medium Term Rerating
Glencore's analyst price targets have moved in both directions, with several banks raising estimates toward the £5.60 to £6.10 range, while others, citing a shift toward copper and earnings pressure in iron ore, have trimmed targets to around £5.30. Analyst Commentary Recent research on Glencore shows a split in opinion, but the most optimistic commentary highlights higher price targets and confidence in the company’s ability to execute on its portfolio mix, particularly around copper exposure and capital allocation.Nueva narrativa • Jun 19
Copper Expansion And Political Risks Will Reshape Long Term Earnings Profile
Catalysts About Glencore Glencore is a diversified natural resources group involved in mining, processing and marketing of metals, energy products and other commodities. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Jun 15
GLEN: Future Copper Expansion And Labor Challenges Will Shape Fair Execution Outlook
Glencore's revised analyst price target has edged higher, with recent moves from banks such as Deutsche Bank lifting targets from around £5.50 to £6.10 per share as analysts refresh their models on revenue growth, margins and P/E assumptions. Analyst Commentary Recent research on Glencore points to a cluster of upward revisions to price targets, with key moves coming from major banks such as JPMorgan and Deutsche Bank alongside upgrades and target lifts from other institutions.Actualización de narrativa • Jun 01
GLEN: Fair Outlook Will Balance Tighter Earnings Execution With Recent Production And Labor Developments
Analysts have nudged Glencore's fair value estimate higher, with the updated model pointing to roughly a £0.17 per share uplift, helped by slightly stronger revenue growth and profit margin assumptions alongside a modestly higher future P/E, in line with recent Street target moves toward £5.60 to £6.10. Analyst Commentary Street research on Glencore has leaned toward higher price targets in recent months, with a mix of upgrades and trims that leave the stock trading against a fairly tight valuation range in the £4.60 to £6.10 per share bracket.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$5b |
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$7m | US$2m | US$363m |
| Sep 30 2025 | n/a | n/a | -US$846m |
| Jun 30 2025 | n/a | n/a | -US$2b |
| Mar 31 2025 | n/a | n/a | -US$2b |
| Dec 31 2024 | US$5m | US$2m | -US$2b |
| Sep 30 2024 | n/a | n/a | -US$1b |
| Jun 30 2024 | n/a | n/a | -US$521m |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$6m | US$2m | US$4b |
| Sep 30 2023 | n/a | n/a | US$7b |
| Jun 30 2023 | n/a | n/a | US$10b |
| Mar 31 2023 | n/a | n/a | US$14b |
| Dec 31 2022 | US$6m | US$2m | US$17b |
| Sep 30 2022 | n/a | n/a | US$17b |
| Jun 30 2022 | n/a | n/a | US$16b |
| Mar 31 2022 | n/a | n/a | US$10b |
| Dec 31 2021 | US$4m | US$900k | US$5b |
Compensación vs. Mercado: La compensación total ($USD7.48M) de Gary está en línea con el promedio de empresas de tamaño similar en el mercado UK ($USD7.56M).
Compensación vs. Ingresos: La compensación de Gary ha sido consistente con los resultados de la empresa en el último año.
CEO
Gary Nagle (51 yo)
5.2yrs
Permanencia
US$7,475,000
Compensación
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...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.2yrs | US$7.48m | 0.029% £ 20.9m | |
| Chief Financial Officer | 21.3yrs | US$400.89k | sin datos | |
| Chief Operating Officer | 1.3yrs | sin datos | sin datos | |
| Head of Investor Relations & Communications | no data | sin datos | sin datos | |
| General Counsel | 7.3yrs | sin datos | sin datos | |
| Head of Human Resources | 2.7yrs | sin datos | sin datos | |
| Head of Ferroalloys Assets | 7.8yrs | sin datos | sin datos | |
| Head of Marketing for Metals & Bulks | no data | sin datos | sin datos | |
| Head of Alumina & Aluminium Marketing | no data | sin datos | sin datos | |
| Head of Steelmaking Raw Materials Marketing | 5.7yrs | sin datos | sin datos | |
| Co-Head of the Zinc (concentrates) Marketing | 3yrs | sin datos | sin datos | |
| Head of Sustainability | 2.7yrs | sin datos | sin datos |
5.2yrs
Permanencia media
51yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de GLEN es experimentado (5.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.2yrs | US$7.48m | 0.029% £ 20.9m | |
| Independent Non-Executive Director | 9.3yrs | US$275.00k | 0.00098% £ 696.4k | |
| Independent Non-Executive Director | 5.6yrs | US$305.00k | sin datos | |
| Chairman | 6.6yrs | US$1.15m | sin datos | |
| Independent Non-Executive Director | 4.2yrs | US$285.00k | 0.00072% £ 511.7k | |
| Independent Non-Executive Director | 2.3yrs | US$243.00k | 0% £ 0 | |
| Senior Independent Non-Executive Director | 8.7yrs | US$325.00k | sin datos | |
| Independent Non-Executive Director | 1.6yrs | US$213.00k | 0.00056% £ 398.0k |
5.4yrs
Permanencia media
70yo
Promedio de edad
Junta con experiencia: La junta directiva de GLEN se considera experimentada (5.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 04:29 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| 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 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
Glencore plc está cubierta por 33 analistas. 18 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 |
|---|---|
| Wade Napier | Avior Capital Markets |
| Robert Jackson | Banco Santander |
| Izak Rossouw | Barclays |