Vodacom Group Limited

Informe acción JSE:VOD

Capitalización de mercado: R273.0b

Vodacom Group Dividendos y recompras

Dividendo controles de criterios 3/6

Vodacom Group es una empresa que paga dividendos con una rentabilidad actual de 4.71% que está bien cubierta por los beneficios.

Información clave

4.7%

Rentabilidad por dividendo

0.2%

Rendimiento de la recompra

Rendimiento total para el accionista4.9%
Rendimiento futuro de los dividendos10.1%
Crecimiento de los dividendos-2.7%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago68%

Últimas actualizaciones de dividendos y recompras

Recent updates

VOD: Neutral UBS Initiation And Margin Risks Will Likely Cap Upside

Analysts keep their ZAR fair value estimate steady at ZAR130.00 for Vodacom Group, pointing to slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally lower future P/E assumption, supported by recent neutral initiation commentary from UBS and peers. Analyst Commentary Recent neutral commentary highlights a mixed setup for Vodacom Group, with the ZAR130.00 fair value estimate held steady but framed by a cautious tone on revenue growth, margins, and the future P/E assumption.

VOD: Neutral Stance And Margin Pressure Will Likely Cap Future Upside

Analysts have maintained their Vodacom Group fair value estimate at ZAR130.00 per share. Updated assumptions reflect higher modelled revenue growth, a lower profit margin and a slightly lower future P/E multiple, in line with recent neutral Street research on the stock.

VOD: Neutral UBS Stance Will Support Higher Future Earnings Multiple

Analysts have nudged their Vodacom Group price target slightly higher to ZAR201.69 from ZAR200.72, reflecting updated assumptions around revenue growth, profit margins and future P/E following recent research that includes a new neutral stance from UBS on the shares. Analyst Commentary Bullish analysts see the latest ZAR201.69 price target as consistent with a view that Vodacom Group can support its current P/E assumptions if it executes reliably on revenue and margin expectations.

VOD: Lower Growth And Higher Margins Will Shape Balanced Medium Term Outlook

Analysts have adjusted their Vodacom Group price target slightly higher from ZAR150.00 to ZAR151.88. This reflects updated assumptions that balance a lower revenue growth outlook with a higher profit margin and a modestly lower future P/E and discount rate.

VOD: Modest Margin Pressure Will Likely Restrain Future Upside Potential

Analysts have increased their Vodacom Group price target from ZAR125 to ZAR130, citing updated assumptions that reflect slightly higher modelled revenue growth, a modest adjustment to profit margins and a lower discount rate, while keeping the expected future P/E essentially unchanged. Valuation Changes Fair Value: raised from ZAR125 to ZAR130, representing a modest upward adjustment.

VOD: Potential Safaricom Stake Increase Will Support Higher Future Earnings Multiple

Analysts have raised their Vodacom Group price target from ZAR180.39 to ZAR200.72, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation anchor. What's in the News Vodacom Group is in talks with the Kenyan government about potentially acquiring part of the state’s stake in Safaricom Ltd., according to people familiar with the matter, with discussions described as ongoing and not final (Key Developments).

VOD: Safaricom Stake Talks And Dividend Will Shape Balanced Medium-Term Outlook

Analysts have nudged their price target for Vodacom Group slightly higher, from R148.33 to R150.00. The change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.

VOD: Safaricom Stake Talks And Dividend Will Support Balanced Medium-Term Outlook

Analysts have raised their fair value estimate for Vodacom Group from R146.44 to R148.33 per share. This reflects updated assumptions that combine higher revenue growth expectations with slightly lower profit margin forecasts and an unchanged forward P/E multiple.

Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

Jan 07
Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

VOD: Safaricom Stake Talks And Dividend Strength Will Support Steady Outlook

Analysts have nudged their price target for Vodacom Group higher, lifting fair value from R145.22 to R146.44, as small adjustments to projected revenue growth, profit margins and future P/E assumptions filter through their models. What's in the News Vodacom is in discussions with the Kenyan government about potentially acquiring part of its stake in Safaricom, where Vodacom already holds a 39.93% interest, according to people familiar with the talks (M&A Rumors and Discussions).

VOD: Dividend, Margins And Safaricom Stake Moves Will Shape Steady Outlook

Analysts have raised their price target on Vodacom Group slightly, from ZAR 122.00 to ZAR 125.00. They cited a modestly improved profit margin outlook and a marginally lower discount rate, which more than offset slightly reduced revenue growth expectations and a marginally lower future P/E assumption.

VOD: East African Expansion And Dividend Payout Will Support Steady Outlook

Analysts have modestly raised their price target on Vodacom Group from approximately R140.80 to about R145.22 per share. This reflects slightly lower discount rate assumptions and a marginally higher future price to earnings multiple, which together more than offset small trims to long term revenue growth and profit margin expectations.

Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

Dec 01
Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

Nov 13
Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Vodacom Group's analyst price target has been slightly reduced from R142.67 to R140.80, as analysts factor in upward revisions to forecasted revenue growth and profit margins. This is partially offset by a lower future P/E ratio.

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

With consensus forecasts for revenue growth and net profit margin both remaining stable, analysts have maintained Vodacom Group’s fair value estimate unchanged at ZAR142.67. What's in the News Vodacom Group approved an amendment to the company's memorandum of incorporation at its annual general meeting.

Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

Aug 27
Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

Aug 06
Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Jul 16
We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Jun 15
Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35

May 22
Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35

Vodacom Group Limited's (JSE:VOD) Price Is Out Of Tune With Earnings

May 09
Vodacom Group Limited's (JSE:VOD) Price Is Out Of Tune With Earnings
User avatar

Expanding Digital Horizons And Smashing Barriers To Drive Growth In African Telecom Markets

Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de VOD ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de VOD ha disminuido en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Vodacom Group vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de VOD con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (VOD)4.7%
Suelo de mercado 25% (ZA)2.9%
Techo de mercado 25% (ZA)7.8%
Media de la industria (Wireless Telecom)1.2%
Analista de previsiones (VOD) (hasta 3 años)10.1%

Dividendo destacado: El dividendo de VOD(4.71%) es más alto que el 25% inferior de los pagadores de dividendos del mercado ZA (2.95%).

Alto dividendo: El (4.71%) del dividendo de VOD es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado ZA (7.77%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonable ratio de pago (68.1%), los pagos de dividendos de VOD están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (39.1%), los pagos de dividendos de VOD están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 07:04
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

Vodacom Group Limited está cubierta por 23 analistas. 8 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
Jonathan BradleyAbsa Bank Limited
Niel VenterAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.