Telstra Group (TLS) Aperçu de l'action
Telstra Group Limited fournit des services de télécommunications en Australie et à l'international. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
TLS Community Fair Values
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Analyst Price Targets
Telstra Group Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | AU$4.81 |
| Plus haut sur 52 semaines | AU$5.58 |
| Plus bas sur 52 semaines | AU$4.71 |
| Bêta | 0.13 |
| Variation sur 1 mois | -4.56% |
| Variation sur 3 mois | -13.33% |
| Variation sur 1 an | -2.43% |
| Variation sur 3 ans | 21.16% |
| Variation sur 5 ans | 20.55% |
| Évolution depuis l'introduction en bourse | 29.65% |
Nouvelles et mises à jour récentes
Article d’analyse • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...
Mise à jour du récit • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Recent updates
Article d’analyse • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...Mise à jour du récit • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Mise à jour du récit • Jun 25
TLS: Future Returns Will Rely On Buybacks Dividends And Pricing Power
Analysts have nudged their fair value estimate for Telstra Group slightly higher to about A$5.28 from A$5.27, reflecting updated assumptions around discount rates, margin potential and longer term valuation that align with a recent Neutral initiation carrying a A$5.50 price target. What’s in the News for Telstra Group Telstra Group reported an 8.1% change in underlying NPAT for the first half of FY2026, alongside higher interim dividends, as part of its Connected Future 30 plan, according to recent earnings coverage.Mise à jour du récit • Jun 06
TLS: Future Returns Will Depend On Buybacks Dividends And Sector Risk Repricing
Analysts have trimmed Telstra Group's fair value estimate slightly to A$5.27, reflecting a modestly higher discount rate and updated sector comparisons after recent software stock weakness, while still pointing to steady expectations for revenue growth, profit margins and a future P/E near 28x. Analyst Commentary Recent sector commentary on software and security-focused stocks highlights a mix of optimism about operational execution and caution around valuation for companies exposed to government and federal spending, which investors often compare to Telstra's infrastructure and service profile.Mise à jour du récit • May 05
TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing
Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.Mise à jour du récit • Apr 20
TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience
Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.Mise à jour du récit • Apr 03
TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience
Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.Mise à jour du récit • Mar 18
TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.Mise à jour du récit • Mar 03
TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support
Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).Mise à jour du récit • Feb 17
TLS: Stable Fair Value Will Rely On Modest Margin And Multiple Support
Analysts have kept their A$4.97 price target for Telstra Group broadly unchanged, noting only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that offset one another in their updated model. Valuation Changes Fair Value: A$4.97 remains unchanged, with no movement in the modelled fair value estimate.Mise à jour du récit • Feb 03
TLS: Modest Model Tweaks Will Shape Future Margins And Measured Upside
Analysts have nudged their price target for Telstra Group slightly higher to about A$4.97 from A$4.93, citing modest model updates that reflect small adjustments to discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on a different company in the broader telecom and technology space highlights what bullish and cautious analysts tend to focus on when they revisit models and targets.Mise à jour du récit • Jan 19
TLS: Future Margins And Discount Rate Assumptions Will Shape Measured Upside Potential
Analysts have nudged their fair value estimate for Telstra Group slightly lower to A$4.93, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin trends, while keeping future P/E expectations broadly steady. Analyst Commentary Recent Street research on a peer company, Telos, has centered on earnings quality and guidance revisions, which can be useful context when you think about how analysts frame valuation and execution risk for Telstra Group.Article d’analyse • Dec 28
Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected
When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...Mise à jour du récit • Dec 20
TLS: Future Margins And Cash Flow Will Support Measured Upside Potential
Analysts have raised their price target on Telstra Group to $9.00 from $7.00, citing stronger than expected revenue and EBITDA performance, as well as improving margin expansion and free cash flow visibility that supports a higher valuation multiple. Analyst Commentary Street research has turned increasingly constructive on Telstra Group, with multiple firms lifting price targets as they recalibrate models to reflect stronger operating trends and improved visibility into medium term cash generation.Mise à jour du récit • Dec 06
TLS Margins And Cash Flow Will Shape Measured Upside Outlook
Analysts have nudged their price target on Telstra Group modestly higher to reflect a slightly increased fair value estimate of about $4.94, citing ongoing revenue growth, resilient margins, and expectations for stronger future earnings multiples despite a marginally higher discount rate. Analyst Commentary Bullish analysts view Telstra Group's recent performance and guidance as evidence that the company is entering a more durable growth phase, with improving earnings quality and greater visibility on cash generation.Article d’analyse • Dec 01
Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • Sep 22
Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking
Telstra Group Limited's ( ASX:TLS ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...
Nouveau récit • Feb 23
Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership
Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.Rendement pour les actionnaires
| TLS | AU Telecom | AU Marché | |
|---|---|---|---|
| 7D | -3.8% | -3.5% | -1.4% |
| 1Y | -2.4% | -10.3% | 1.0% |
Rendement vs Industrie: TLS a dépassé le secteur Australian Telecom qui a rapporté -10.3 % au cours de l'année écoulée.
Rendement vs marché: TLS a sous-performé le marché Australian qui a rapporté 1 % au cours de l'année écoulée.
Volatilité des prix
| TLS volatility | |
|---|---|
| TLS Average Weekly Movement | 2.8% |
| Telecom Industry Average Movement | 5.5% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 17.1% |
| 10% least volatile stocks in AU Market | 3.8% |
Cours de l'action stable: TLS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Australian.
Volatilité au fil du temps: La volatilité hebdomadaire de TLS ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1901 | 29,334 | Vicki Brady | www.telstra.com.au |
Telstra Group Limited fournit des services de télécommunications en Australie et à l'international. La société exerce ses activités à travers six segments : Telstra Consumer ; Telstra Business ; Telstra Enterprise ; Telstra International ; Réseaux, Produits et Technologie ; et Telstra InfraCo. Elle propose des produits et services de télécommunications et de technologie aux particuliers et aux petites et moyennes entreprises grâce à des technologies de réseaux mobiles et fixes, et gère également des centres d’appels, des magasins de détail, un réseau de distribution au détail, des canaux numériques, des systèmes de distribution, ainsi que le programme de fidélité client Telstra Plus.
Telstra Group Limited Résumé des fondamentaux
| TLS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | AU$52.97b |
| Bénéfices(TTM) | AU$2.24b |
| Recettes(TTM) | AU$22.94b |
23.8x
Ratio P/E2.3x
Ratio P/SLe site TLS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TLS compte de résultat (TTM) | |
|---|---|
| Recettes | AU$22.94b |
| Coût des recettes | AU$11.45b |
| Marge brute | AU$11.49b |
| Autres dépenses | AU$9.25b |
| Les revenus | AU$2.24b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
Feb 18, 2027
| Résultat par action (EPS) | 0.20 |
| Marge brute | 50.09% |
| Marge bénéficiaire nette | 9.77% |
| Ratio dettes/capitaux propres | 102.9% |
Quelles ont été les performances à long terme de TLS?
Voir les performances historiques et les comparaisonsDividendes
4.4%
Rendement actuel des dividendes106%
Ratio de distributionLe site TLS verse-t-il des dividendes fiables ?
Voir TLS l'historique des dividendes et les indices de référence| Telstra Group dates des dividendes | |
|---|---|
| Date ex-dividende | Aug 26 2026 |
| Date de paiement du dividende | Sep 24 2026 |
| Jours jusqu'au dividende Ex | 8 days |
| Jours jusqu'à la date de paiement du dividende | 37 days |
Le site TLS verse-t-il des dividendes fiables ?
Voir TLS l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/17 15:10 |
| Cours de l'action en fin de journée | 2026/08/17 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2026/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Telstra Group Limited est couverte par 26 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |
| Chris Lane | Bernstein |