BT Group plc

Informe acción LSE:BT.A

Capitalización de mercado: UK£21.6b

BT Group Dirección

Dirección controles de criterios 3/4

El CEO de BT Group es Allison Kirkby , nombrado en Jan 2024, tiene una permanencia de 2.25 años. compensación anual total es £2.49M, compuesta por 44.2% salario y 55.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.016% de las acciones de la empresa, por valor de £3.36M. La antigüedad media del equipo directivo y de la junta directiva es de 3.6 años y 5 años, respectivamente.

Información clave

Allison Kirkby

Chief Executive Officer (CEO)

UK£2.5m

Compensación total

Porcentaje del salario del CEO44.21%
Permanencia del CEO2.3yrs
Participación del CEO0.02%
Permanencia media de la dirección3.6yrs
Promedio de permanencia en la Junta Directiva5yrs

Actualizaciones recientes de la dirección

Recent updates

BT.A: Fibre Monetisation And Execution Risks Will Likely Cap Future Upside

Narrative Update on BT Group The analyst price target for BT Group has increased to £1.43 from £1.40. Analysts attribute this change to updated assumptions around softer expected revenue declines, a much stronger profit margin profile, a lower discount rate, a recalibrated future P/E, recent target increases from £1.40 to £1.50, and a continued focus on fibre-driven free cash flow potential.

BT.A: Fiber Monetisation Will Support Future Re Rating On Cash Generation Potential

BT Group's analyst price targets have moved higher, with recent raises to £1.50 and £2.50 and fresh conviction list inclusion, as analysts point to updated fair value assumptions, expectations around fiber monetization, and future P/E levels. Analyst Commentary Recent research updates cluster around higher price targets and renewed attention on BT Group, with several bullish analysts highlighting valuation support and execution on long term initiatives such as fiber.

BT.A: Execution Risks In Fiber Monetization Will Limit Future Upside

The analyst price target for BT Group has moved higher into a £1.50 to £2.50 range, with analysts pointing to improving fiber monetization and free cash flow potential as key reasons for the shift. Analyst Commentary Recent Street research highlights a mixed backdrop for BT Group, with price targets now spread across a relatively wide £1.50 to £2.50 range and different views on how quickly fiber investments might translate into cash returns.

BT.A: Fiber Monetisation Will Support Re-Rating On Stronger Cash Generation

Analysts have nudged their average price target on BT Group higher, with recent moves ranging from £1.40 to £2.50. They point to fibre monetisation and improved cash flow expectations, alongside slightly adjusted discount rate, revenue growth and profit margin assumptions.

BT.A: Execution Risks Around Margin Assumptions Will Limit Future Upside

Analysts have lifted their fair value estimate for BT Group from £1.35 to £1.40, reflecting updated assumptions around the discount rate, margins, future P/E and a recent move in Street price targets, including an increase from £2.40 to £2.50 by one firm. Analyst Commentary While the latest fair value adjustment and some Street targets support a modestly higher valuation for BT Group, not every analyst is leaning positive.

BT.A: Fiber And 5G Execution Will Support Re-Rating On Improved Confidence

Analysts recently lifted their price target on BT Group to £2.50 from £2.40, citing updated assumptions around discount rates, profit margins, and forward P/E expectations as key drivers of the revised view. Analyst Commentary Bullish analysts are signaling increased confidence in BT Group's equity story, reflected in the adjusted price target to £2.50.

BT.A: Fiber And 5G Execution Will Support Re-Rating On Rising Confidence

Analysts have nudged their price target on BT Group from £2.40 to £2.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts lifting the price target to £2.50 signal increased confidence that recent assumptions on discount rate, revenue trends, margins and future P/E can justify a higher valuation range.

BT.A: Higher Cybersecurity Spend And Thin Margins Will Restrain Future Upside

Analysts have lifted their price target for BT Group to £1.35, highlighting updated assumptions for revenue trends, profit margins, and a higher future P/E multiple as key drivers of the revised view. What's in the News BT partnered with Pindrop to offer voice security solutions to UK enterprise customers, integrating technologies such as Pindrop Protect and Pindrop Passport to address rising contact centre fraud and deepfake risks.

What You Can Learn From BT Group plc's (LON:BT.A) P/E

Dec 30
What You Can Learn From BT Group plc's (LON:BT.A) P/E

BT.A: Fiber And 5G Execution Will Drive Re-Rating Potential Ahead

Analysts have trimmed their price target on BT Group to GBP 1.50 from GBP 2.25, reflecting more cautious expectations for sector consolidation benefits and a modestly lower projected valuation multiple, despite slightly improved growth and margin assumptions. Analyst Commentary Recent Street research indicates that sentiment around BT Group remains mixed, with some caution on execution and sector dynamics offset by pockets of optimism on valuation and potential strategic catalysts.

BT.A: Sector Mergers Will Drive Future Upside Despite Recent Rating Downgrades

Analysts have trimmed their average price target on BT Group from 225 GBp to 150 GBp, citing a less favorable relative outlook as sector merger dynamics and modestly softer growth expectations temper the company’s risk reward profile. Analyst Commentary Recent rating changes reflect a more balanced, wait and see stance on BT Group, with analysts reassessing the companys relative positioning as sector consolidation and shifting capital allocation priorities reshape the competitive landscape.

BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

Nov 24
BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

BT.A: Sector Mergers Will Drive Near-Term Share Momentum Despite Operational Risks

BT Group's analyst price target has been adjusted slightly lower to approximately £2.06 per share from £2.07. This reflects analysts’ updated views on sector dynamics and modest changes to growth and profitability expectations.

BT Group's (LON:BT.A) Dividend Will Be £0.0245

Nov 09
BT Group's (LON:BT.A) Dividend Will Be £0.0245

BT Group's (LON:BT.A) Returns Have Hit A Wall

Nov 07
BT Group's (LON:BT.A) Returns Have Hit A Wall

BT.A: Telecom Sector Resilience And Industry Mergers Will Drive Near-Term Outperformance

Analysts have lowered their price targets on BT Group, with reductions ranging from £2.25 to £1.40 per share. They cite concerns about ongoing revenue pressures and expected further declines in key business segments.

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

BT Group’s updated analyst price targets reflect a modest range of downward and upward revisions, now spanning from £1.40 to £2.25 per share. Analysts cite imminent telecom sector mergers and declining Openreach performance among the key factors behind these changed outlooks.

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

The consensus analyst price target for BT Group has decreased slightly, falling by £0.03 to £2.07. Analysts cite sector downgrades and expectations of slower revenue growth as key drivers for the revised outlook.

Is BT Group (LON:BT.A) Using Too Much Debt?

Sep 26
Is BT Group (LON:BT.A) Using Too Much Debt?

Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

Sep 08
Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

Analysts maintain a cautious view on BT Group due to persistent concerns over Openreach’s declining external revenue and ongoing business uncertainty, resulting in an unchanged consensus price target of £2.10. Analyst Commentary Bearish analysts highlight continued concerns about Openreach's external revenue, which transitioned to decline in 2024/25 with expectations for further deterioration.

BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

Jul 24
BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Jul 09
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Returns On Capital At BT Group (LON:BT.A) Have Stalled

Jul 02
Returns On Capital At BT Group (LON:BT.A) Have Stalled

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Jun 12
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

May 29
BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576

May 25
BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576
User avatar

Fiber And 5G Expansion To Drive Growth Amidst Global Transformation

Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Allison Kirkby en comparación con los beneficios de BT Group?
FechaCompensación totalSalarioIngresos de la empresa
Sep 30 2025n/an/a

UK£950m

Jun 30 2025n/an/a

UK£1b

Mar 31 2025UK£2mUK£1m

UK£1b

Dec 31 2024n/an/a

UK£910m

Sep 30 2024n/an/a

UK£766m

Jun 30 2024n/an/a

UK£811m

Mar 31 2024UK£2mUK£288k

UK£855m

Dec 31 2023n/an/a

UK£1b

Sep 30 2023n/an/a

UK£2b

Jun 30 2023n/an/a

UK£2b

Mar 31 2023UK£133kn/a

UK£2b

Dec 31 2022n/an/a

UK£2b

Sep 30 2022n/an/a

UK£2b

Jun 30 2022n/an/a

UK£2b

Mar 31 2022UK£124kn/a

UK£1b

Dec 31 2021n/an/a

UK£1b

Sep 30 2021n/an/a

UK£1b

Jun 30 2021n/an/a

UK£1b

Mar 31 2021UK£124kn/a

UK£1b

Dec 31 2020n/an/a

UK£1b

Sep 30 2020n/an/a

UK£2b

Jun 30 2020n/an/a

UK£2b

Mar 31 2020UK£117kn/a

UK£2b

Compensación vs. Mercado: La compensación total de Allison($USD3.38M) está por debajo de la media de empresas de tamaño similar en el mercado UK ($USD7.22M).

Compensación vs. Ingresos: La compensación de Allison ha aumentado más de un 20% en el último año.


CEO

Allison Kirkby (58 yo)

2.3yrs
Permanencia
UK£2,488,000
Compensación

Ms. Allison Kirkby, FCMA, was Director of Brookfield Asset Management Ltd. until March 17, 2025. She serves as Chief Executive Officer of BT Group plc since Janyary 31, 2024.She is Senior Advisor of Infra...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Allison Kirkby
CEO & Director2.3yrsUK£2.49m0.016%
£ 3.4m
Simon Lowth
CFO & Executive Director9.8yrsUK£3.40m0.029%
£ 6.2m
Nicholas Delfas
Director of Investor Relationsno datasin datossin datos
Sabine Chalmers
Group General Counsel8yrssin datossin datos
Alison Wilcox
Chief People & Culture Officerless than a yearsin datossin datos
Clive Selley
Chief Executive Officer of BT Internationalno datasin datossin datos
John Watson
Interim Head of Digital Team & Chief Security and Networks Officer3.6yrssin datos0.0084%
£ 1.8m
Ashish Gupta
Chief Operating Officer of Enterprise Business7.5yrssin datossin datos
Gabrielle Ginér
Head of Sustainable Business Policyno datasin datossin datos
Chris Sims
Managing Director of Strategyno datasin datossin datos
Stephen Best
Managing Director of Enterprise Productsno datasin datossin datos
Neil McRae
Managing Director & Chief Architectno datasin datossin datos
3.6yrs
Permanencia media
60yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BT.A se considera experimentado (3.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Allison Kirkby
CEO & Director7.1yrsUK£2.49m0.016%
£ 3.4m
Simon Lowth
CFO & Executive Director9.8yrsUK£3.40m0.029%
£ 6.2m
Robert McTighe
Chairman of Openreach9.3yrssin datossin datos
Sara Weller
Independent Non-Executive Director5.8yrsUK£135.00k0.00053%
£ 114.4k
Matthew Key
Independent Non-Executive Director7.5yrsUK£168.00k0.0021%
£ 453.3k
Adam Crozier
Independent Non-Executive Chairman4.4yrsUK£711.00k0.00063%
£ 136.0k
Raphael Kübler
Non-Independent Non-Executive Director2.3yrssin datossin datos
Steven Guggenheimer
Independent Non-Executive Director3.5yrsUK£154.00k0.00010%
£ 21.6k
Dame Linda Cairnie
Senior Independent Non-Executive Director3yrsUK£172.00k0.00030%
£ 64.8k
Maggie Jones
Independent Non-Executive Director3.1yrsUK£162.00k0.00070%
£ 151.1k
Daniela Rus
Member of Technology Advisory Board5yrssin datossin datos
John Stecher
Member of Technology Advisory Board5yrssin datossin datos
5.0yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de BT.A se considera experimentada (5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 01:07
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/09/30
Ingresos anuales2025/03/31

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

BT Group plc está cubierta por 40 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.

AnalistaInstitución
Andrew Charles BealeArete Research Services LLP
John DaviesBanco Santander
Maurice PatrickBarclays