PLDT Inc.

Informe acción PSE:TEL

Capitalización de mercado: ₱266.0b

PLDT Dirección

Dirección controles de criterios 3/4

El CEO de PLDT es Manny Pangilinan, nombrado en Jan 2024, tiene una permanencia de 2.33 años. posee directamente un 0.17% de las acciones de la empresa, con un valor de ₱459.80M. La antigüedad media del equipo directivo y de la junta directiva es de 2.7 años y 13.8 años, respectivamente.

Información clave

Manny Pangilinan

Chief Executive Officer (CEO)

₱5.9m

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEO2.3yrs
Participación del CEO0.2%
Permanencia media de la dirección2.7yrs
Promedio de permanencia en la Junta Directiva13.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis Apr 25

TEL: Dividend Payouts And Governance Moves Will Shape Balanced Future Upside

Analysts have nudged their PLDT fair value estimate slightly higher to about ₱1,253, reflecting small adjustments to revenue growth, profit margin and forward P/E assumptions in their refreshed price target. What's in the News At its board meeting on February 26, 2026, the company approved a regular cash dividend of ₱46.00 per common share.
Actualización del análisis Apr 10

TEL: Future Cash Dividends Will Support Stronger Earnings Outlook

Analysts have maintained their ₱2,000 price target for PLDT, noting that higher assumed revenue growth and a lower profit margin outlook are balanced by a slightly higher future P/E multiple. What's in the News The Board of Directors will meet on February 26, 2026 to consider and approve a cash dividend declaration on PLDT common stock, the audited consolidated financial statements for the year ended December 31, 2025, and the appointment of Juancho Paolo L.
Actualización del análisis Mar 27

TEL: Future Dividends And Governance Changes Will Keep Upside In Check

Analysts have lifted their price target for PLDT from ₱1,226 to about ₱1,251, reflecting updated forecasts that point to higher revenue, a stronger profit margin and a lower assumed future P/E multiple. What's in the News The board approved a regular cash dividend of ₱46.00 per common share, with payment scheduled for April 16, 2026, to shareholders on record as of March 26, 2026 (company board disclosure).
Actualización del análisis Mar 12

TEL: Higher Margins And Dividends Will Support Stronger Future Earnings

Analysts have kept their ₱2,000 price target for PLDT unchanged, citing slightly lower assumed discount rates, more conservative revenue growth expectations, and somewhat higher forecast profit margins and future P/E as the main factors supporting their stable view. What's in the News The Board of Directors declared a regular cash dividend of ₱46.00 per common share, payable on April 16, 2026 to holders of record as of March 26, 2026 (Board meeting held on February 26, 2026).
Actualización del análisis Feb 26

TEL: Steady Fair Value And Board Moves Will Restrain Future Upside

Analysts have kept their ₱1,226.39 price target for PLDT broadly steady, with small tweaks to revenue growth, profit margin and future P/E assumptions that reflect modestly updated views on the company’s earnings profile and valuation. What's in the News A board meeting is scheduled for Feb 26, 2026 to consider a cash dividend declaration on PLDT common stock, approval of audited consolidated financial statements for the year ended Dec 31, 2025, and the appointment of Juancho Paolo L.
Actualización del análisis Feb 12

TEL: Weaker Margins And Management Uncertainty Will Pressure Future Returns

Analysts have made a marginal trim to their PLDT fair value estimate to about ₱1,226, reflecting updated views on discount rates, revenue growth assumptions and future P/E, while keeping the overall price target effectively unchanged. What's in the News PLDT has scheduled a board meeting on December 2, 2025 to consider the appointment of officers and the extension of employment of an officer, which could affect senior management continuity and governance.
Actualización del análisis Jan 09

TEL: Fair Outlook Will Balance Lower Margins With Board Governance Decisions

Analysts have nudged their price target for PLDT higher from ₱1,200.00 to about ₱1,226.62, citing updated assumptions that include a lower discount rate, slightly different revenue growth and profit margin inputs, and a revised future P/E of roughly 10.38x. What's in the News Board meeting scheduled for November 11, 2025, to consider the unaudited consolidated financial results for the nine months ended September 30, 2025 (Key Developments).
Actualización del análisis Dec 26

TEL: Improved Operating Leverage Will Drive Stronger Earnings And Share Price

Analysts have modestly raised their price target on PLDT by refining assumptions on long term revenue growth and profit margins, while keeping fair value anchored at PHP 2,000.00, as they see slightly better operating leverage and earnings visibility. What's in the News Board meeting scheduled for December 2, 2025, to consider the appointment of officers and the extension of employment of an officer (company filing) Board meeting set for November 11, 2025, to review unaudited consolidated financial results for the nine months ended September 30, 2025 (company filing) Valuation Changes Fair Value: Unchanged at ₱2,000.00 per share, indicating no revision to the target price despite updated assumptions.
Actualización del análisis Dec 12

TEL: Lower Risk Profile And Margins Will Drive Stronger Future Performance

Analysts have trimmed their price target for PLDT from PHP 2,070 to PHP 2,000. This reflects a balanced view that slightly stronger revenue growth and improved profit margins are partly offset by a lower future price-to-earnings multiple and adjusted discount rate assumptions.
Actualización del análisis Aug 28

Philippines Digital Expansion And 5G Adoption Will Unlock Value

The marginal decline in PLDT's consensus revenue growth forecast has weighed on sentiment, resulting in a slight reduction of the analyst price target from ₱1689 to ₱1664. What's in the News PLDT plans to reduce its capital expenditures, targeting a capex intensity of around 30%-32% of service revenues, with 2026 capex guided to the PHP 50–60 billion range and potential for further reductions depending on market conditions.
User avatar
Nuevo análisis Dec 10

Data Center Expansion And FinTech Ventures To Boost Revenue Growth And Enhance Net Margins

Strategic investments in mobile data, fiber, and data centers are expected to drive revenue growth and capture enterprise market opportunities.

CEO

Manny Pangilinan (79 yo)

2.3yrs
Permanencia
₱5,875,000
Compensación

Mr. Manuel Velez Pangilinan, also known as Manny, serves as Director since December 22, 2023 at Axelum Resources Corp. He has been Chairman of SP New Energy Corporation since 2023. He had been President an...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Manuel Pangilinan
President2.3yrs₱5.88m0.17%
₱ 459.8m
Marilyn Victorio-Aquino
Senior VP4.3yrs₱3.75m0.013%
₱ 33.7m
Danny Yu
Senior VP3yrssin datossin datos
Menardo Jimenez
Executive VP1.7yrssin datos0.0037%
₱ 9.9m
Patrick Santos
First VP & Chief Information Security Officerno datasin datossin datos
Marseille Nograles
Vice President & Investor Relations Head1.5yrssin datossin datos
Joan De Venecia-Fabul
First VP & Chief Legal Counsel1.3yrssin datos0.00011%
₱ 292.6k
Gina Marina Ordonez
Senior VP & Chief People Officer7.2yrssin datos0.0024%
₱ 6.3m
Victorico P. Vargas
Head of Business Transformation Office & Leadership Transition Officer26.3yrssin datos0.0083%
₱ 22.1m
Maria Criselda Guhit
First Vice Presidentno datasin datos0.0013%
₱ 3.3m
Melissa V. de Dios
First VP & Chief Sustainability Officer4.5yrssin datos0.0019%
₱ 4.9m
Marco Alejandro Borlongan
First Vice Presidentless than a yearsin datos0.0014%
₱ 3.8m
2.7yrs
Permanencia media
62.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TEL se considera experimentado (2.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Manuel Pangilinan
President27.5yrs₱5.88m0.17%
₱ 459.8m
Marilyn Victorio-Aquino
Senior VP3yrs₱3.75m0.013%
₱ 33.7m
Menardo Jimenez
Executive VPless than a yearsin datos0.0037%
₱ 9.9m
Alfredo Panlilio
Director4.9yrs₱3.25m0.0014%
₱ 3.7m
Ray Espinosa
Non-Executive Director27.5yrs₱5.38m0.021%
₱ 55.1m
Helen Dee
Non-Executive Director39.9yrs₱2.50m0.025%
₱ 66.1m
Christopher Huxley Young
Member of Advisory Committee18.9yrssin datossin datos
Benny Santoso
Member of Advisory Committee18.9yrssin datossin datos
James Gokongwei
Non-Executive Director14.5yrs₱6.88m0.45%
₱ 1.2b
Artemio Panganiban
Lead Independent Director13.1yrs₱5.75m0.0036%
₱ 9.6m
Bernido Liu
Independent Director10.7yrs₱6.13m0%
₱ 0
Bernadine Siy
Independent Director4.9yrs₱5.75m0.00069%
₱ 1.8m
13.8yrs
Permanencia media
68.5yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de TEL son experimentados ( 13.8 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/08 01:02
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2025/12/31
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

PLDT Inc. está cubierta por 22 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
Emeterio GonzalesBofA Global Research
Eunice DolatreCGS International
Bertram LaiCGS International