Cogeco Communications Inc.

TSX:CCA Rapport sur les actions

Capitalisation boursière : CA$2.6b

Cogeco Communications Gestion

Gestion contrôle des critères 1/4

Le PDG Cogeco Communications est Fred Perron, nommé en Mar2024, a un mandat de 2.08 ans. La rémunération annuelle totale est CA$ 7.22M, composée du salaire de 14.3% et des bonus 85.7%, y compris les actions et options de la société. détient directement 0.033% des actions de la société, d'une valeur de CA$ 870.63K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 2.3 ans.

Informations clés

Fred Perron

Directeur général

CA$7.2m

Rémunération totale

Pourcentage du salaire du PDG14.31%
Durée du mandat du directeur général2.1yrs
Propriété du PDG0.03%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration2.3yrs

Mises à jour récentes de la gestion

Recent updates

CCA: Execution On U.S. Turnaround And Margin Resilience Will Support Upside Potential

Cogeco Communications' updated analyst price target has been trimmed by about CA$0.09 to CA$73.27. This reflects a mix of recent target cuts from RBC Capital and Scotiabank, a downgrade from TD Securities on weaker U.S. results and sentiment, and an earlier upgrade to Outperform from National Bank with a CA$80 target, as analysts reassess discount rates, revenue trends, margins, and future P/E expectations.

CCA: Mixed U.S. Sentiment And Execution Risks Will Shape Fairly Valued Shares

Analysts have kept their fair value estimate for Cogeco Communications steady at CA$67.00. Recent changes in discount rate and growth and margin assumptions reflect mixed sentiment following both fresh downgrades tied to weaker U.S. results and earlier price target increases from several Canadian banks.

CCA: Mixed Ratings And Fair Value Outlook Will Shape Return Expectations

Analysts have trimmed their fair value estimate for Cogeco Communications from about CA$91.87 to around CA$84.96, citing a higher required return, slightly softer long term revenue expectations, a modestly better profit margin outlook, and a lower future P/E multiple, even as recent Street targets around CA$74 to CA$80 reflect a mix of more cautious and more constructive views. Analyst Commentary Recent research on Cogeco Communications points to a split in views, with some firms turning more cautious while several bullish analysts are leaning into the valuation after recent share price moves.

CCA: Tighter Risk Profile And Earnings Assumptions Will Anchor Fairly Valued Shares

Analysts have nudged their price targets on Cogeco Communications higher into the low to mid CA$70s, with one upgrade to Outperform and several incremental target raises of CA$1 to CA$5. These changes reflect refreshed views on the company’s risk profile and earnings power.

CCA: Modest Discount Shift And Margins Will Frame Fairly Valued Shares

Narrative Update on Cogeco Communications The analyst price target for Cogeco Communications has moved higher by several Canadian dollars, with recent CA$1 to CA$5 target increases from multiple firms as analysts point to slightly improved margin assumptions, a modestly lower discount rate, and a small adjustment to the forward P/E used in their models. Analyst Commentary Recent research updates on Cogeco Communications cluster around modest price target revisions, with several firms adjusting their models by CA$1 to CA$5.

CCA: Slightly Higher Multiples And Margins Will Shape Fairly Valued Shares

Analysts have nudged their targets on Cogeco Communications slightly higher, with price objectives moving up by C$1 to C$5 across several firms. They cited updated assumptions around discount rate, revenue trends, profit margins and forward P/E multiples.

CCA: Future Revenue Pressures And Higher Margins Will Shape Fairly Valued Shares

Analysts have increased their fair value estimate for Cogeco Communications to $67 from $64. They cite recent price target increases, slightly less severe revenue contraction assumptions, firmer profit margin expectations near 13%, and a lower future P/E multiple closer to 9.8x in their updated models.

CCA: Fine Tuned Outlook Will Support Modest Returns On Balanced Fundamentals

Analysts have nudged their price target on Cogeco Communications higher to C$75.50 from C$75, citing updated assumptions around discount rates, profit margins and future P/E that support a slightly richer valuation. Analyst Commentary Analysts are largely treating the latest move in the C$75.50 price target as a fine tuning of their existing view, reflecting refreshed assumptions rather than a shift in stance on the company.

CCA: Québec Network Expansion Will Support Modest Returns Amid Balanced Outlook

Analysts have nudged their price target for Cogeco Communications slightly higher, lifting it by C$0.50 to C$75.50 as they refine their valuation assumptions while maintaining a neutral sector stance. Analyst Commentary Recent research highlights a measured shift in sentiment as bullish analysts modestly increase their valuation assumptions while keeping overall expectations in check.

CCA: Dividend Increase And Québec Rollout Will Drive Steady Performance Ahead

Analysts have increased their price target for Cogeco Communications by C$0.50 to C$75.50, reflecting updated estimates for discount rate and profit margin. Analyst Commentary Analyst perspectives on Cogeco Communications reflect a balanced view, with recent adjustments to the price target incorporating both supportive and cautionary factors related to the company's outlook.

CCA: Dividend Growth and Québec Expansion Will Drive Share Performance Ahead

Narrative Update on Cogeco Communications Analysts have slightly lowered their price target for Cogeco Communications, reducing it from $74.09 to $73.36. This change is attributed to minor adjustments to revenue growth projections and profit margin estimates.

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Nov 07
Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

CCA: Margin Improvements And Cost Discipline Will Drive Shareholder Value

Narrative Update on Cogeco Communications Analysts have modestly raised their price target on Cogeco Communications from C$75.00 to C$75.50, citing a slightly improved profit margin outlook despite ongoing revenue headwinds. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's improved profit margins as a key factor supporting a modest price target increase.

Here's Why Cogeco Communications (TSE:CCA) Is Weighed Down By Its Debt Load

Oct 19
Here's Why Cogeco Communications (TSE:CCA) Is Weighed Down By Its Debt Load

Earnings Miss: Cogeco Communications Inc. Missed EPS By 8.7% And Analysts Are Revising Their Forecasts

Jul 18
Earnings Miss: Cogeco Communications Inc. Missed EPS By 8.7% And Analysts Are Revising Their Forecasts

Little Excitement Around Cogeco Communications Inc.'s (TSE:CCA) Earnings

Feb 15
Little Excitement Around Cogeco Communications Inc.'s (TSE:CCA) Earnings
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Rollout Of Breezeline Mobile Will Expand Future Service Offerings

Network expansion and structured transformation initiatives in Canada and the U.S. aim to boost revenue and operational efficiency.

Cogeco Communications (TSE:CCA) Has Announced A Dividend Of CA$0.922

Jan 18
Cogeco Communications (TSE:CCA) Has Announced A Dividend Of CA$0.922

These 4 Measures Indicate That Cogeco Communications (TSE:CCA) Is Using Debt Extensively

Dec 03
These 4 Measures Indicate That Cogeco Communications (TSE:CCA) Is Using Debt Extensively

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Nov 11
Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Some May Be Optimistic About Cogeco Communications' (TSE:CCA) Earnings

Nov 07
Some May Be Optimistic About Cogeco Communications' (TSE:CCA) Earnings

Cogeco Communications Inc. (TSE:CCA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Aug 09
Cogeco Communications Inc. (TSE:CCA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

There's No Escaping Cogeco Communications Inc.'s (TSE:CCA) Muted Earnings

Jun 21
There's No Escaping Cogeco Communications Inc.'s (TSE:CCA) Muted Earnings

Cogeco Communications (TSE:CCA) Seems To Be Using A Lot Of Debt

May 08
Cogeco Communications (TSE:CCA) Seems To Be Using A Lot Of Debt

Cogeco Communications Inc.'s (TSE:CCA) Intrinsic Value Is Potentially 74% Above Its Share Price

Apr 03
Cogeco Communications Inc.'s (TSE:CCA) Intrinsic Value Is Potentially 74% Above Its Share Price

Shareholders Will Probably Not Have Any Issues With Cogeco Communications Inc.'s (TSE:CCA) CEO Compensation

Jan 05
Shareholders Will Probably Not Have Any Issues With Cogeco Communications Inc.'s (TSE:CCA) CEO Compensation

Cogeco Communications (TSE:CCA) Is Paying Out A Larger Dividend Than Last Year

Nov 06
Cogeco Communications (TSE:CCA) Is Paying Out A Larger Dividend Than Last Year

Is Cogeco Communications (TSE:CCA) A Risky Investment?

Oct 26
Is Cogeco Communications (TSE:CCA) A Risky Investment?

Is There An Opportunity With Cogeco Communications Inc.'s (TSE:CCA) 30% Undervaluation?

Oct 05
Is There An Opportunity With Cogeco Communications Inc.'s (TSE:CCA) 30% Undervaluation?

Analyse de la rémunération des PDG

Comment la rémunération de Fred Perron a-t-elle évolué par rapport aux bénéfices de Cogeco Communications?
DateRémunération totaleSalaireBénéfices de l'entreprise
Feb 28 2026n/an/a

CA$316m

Nov 30 2025n/an/a

CA$311m

Aug 31 2025CA$7mCA$1m

CA$323m

May 31 2025n/an/a

CA$327m

Feb 28 2025n/an/a

CA$328m

Nov 30 2024n/an/a

CA$347m

Aug 31 2024CA$4mCA$837k

CA$336m

May 31 2024n/an/a

CA$340m

Feb 29 2024n/an/a

CA$366m

Nov 30 2023n/an/a

CA$370m

Aug 31 2023CA$2mCA$670k

CA$392m

May 31 2023n/an/a

CA$411m

Feb 28 2023n/an/a

CA$415m

Nov 30 2022n/an/a

CA$428m

Aug 31 2022CA$2mCA$647k

CA$423m

May 31 2022n/an/a

CA$415m

Feb 28 2022n/an/a

CA$410m

Nov 30 2021n/an/a

CA$402m

Aug 31 2021CA$2mCA$630k

CA$402m

Rémunération vs marché: La rémunération totale de Fred ($USD 5.28M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Canadian ($USD 2.09M ).

Rémunération et revenus: La rémunération de Fred a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.

PDG

Fred Perron (49 yo)

2.1yrs
Titularisation
CA$7,222,874
Compensation

Mr. Frederic Perron, BComm, MIM, Msc., also known as Fred, is Director of Cable Television Laboratories, Inc. Mr. Perron serves as President, CEO & Director at Cogeco Communications Inc. & Cogeco Inc. sinc...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Frederic Perron
President2.1yrsCA$7.22m0.033%
CA$ 870.6k
Patrice Ouimet
CFO & Senior VP11.4yrsCA$3.04m0.031%
CA$ 815.5k
Sean Brushett
Chief Operating Officer1.6yrsCA$2.19m0.012%
CA$ 302.5k
Paul Cowling
Chief Legal & Corporate Affairs Officer and Secretary1.8yrsCA$1.76m0.0021%
CA$ 56.0k
Linda Gillespie
Senior VP & Chief Human Resources Officer4yrsCA$2.08m0.0068%
CA$ 178.6k
Tim Dinesen
Chief Technology & Information Officer2.6yrsCA$992.07k0.0014%
CA$ 37.1k
Troy Crandall
Head of Investor Relationsno datapas de donnéespas de données
Francois-Philippe Lessard
Vice President of Corporate Development4.1yrspas de données0.00040%
CA$ 10.5k
Nancy Audette
Chief Growth Officer1.6yrspas de données0.0063%
CA$ 165.8k
Bart Nickerson
Chief Commercial Officer1.3yrspas de donnéespas de données
Julie Latreille
VP & Treasurer4yrspas de données0.0017%
CA$ 44.7k
2.3yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de CCA est considérée comme expérimentée (ancienneté moyenne 2.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Frederic Perron
President2.1yrsCA$7.22m0.033%
CA$ 870.6k
Louis Audet
Chairman of the Board33.3yrsCA$225.00k0.28%
CA$ 7.2m
James Cherry
Lead Independent Director7.3yrsCA$142.00k0.0024%
CA$ 62.2k
Bart Demosky
Independent Directorless than a yearpas de donnéespas de données
Pippa Dunn
Independent Director7.3yrsCA$205.00kpas de données
Colleen Abdoulah
Independent Director7.3yrsCA$280.41k0.0067%
CA$ 174.1k
Dahra Granovsky
Independent Directorless than a yearpas de donnéespas de données
Robin Bienenstock
Independent Director5.5yrsCA$182.00k0.011%
CA$ 287.9k
Michael Hanley
Independent Directorless than a yearpas de données0.012%
CA$ 311.1k
Arun Bajaj
Independent Director2.3yrsCA$235.00kpas de données
Emilie Audet
Directorless than a yearpas de données0.00012%
CA$ 3.1k
2.3yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la CCA n'est pas considéré comme expérimenté ( 2.3 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/30 13:10
Cours de l'action en fin de journée2026/04/29 00:00
Les revenus2026/02/28
Revenus annuels2025/08/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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

Cogeco Communications Inc. est couverte par 19 analystes. 10 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.

AnalysteInstitution
Phillip HuangBarclays
Tim CaseyBMO Capital Markets Equity Research
Matthew GriffithsBofA Global Research