TELUS Gestion
Gestion contrôle des critères 3/4
Le PDG TELUS est Victor Dodig, nommé en Jul2026, a un mandat de moins d'un an. détient directement 0.019% des actions de la société, d'une valeur de CA$ 4.13M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 9.5 ans.
Informations clés
Victor Dodig
Directeur général
CA$321.6k
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 0.02% |
| Durée moyenne d'occupation des postes de direction | 3.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 04
T: Deleveraging Plan And Dividend Reset Will Support Future Upside Potential
Analysts have trimmed their TELUS price target from CA$20.28 to CA$16.50 as they factor in more subdued revenue growth expectations, slightly lower profit margins and a modestly higher discount rate, while keeping future P/E assumptions broadly similar. What's in the News for TELUS Telus reported a Q2 2026 loss of $1.8b and a 27% decline in adjusted earnings, and cut its quarterly dividend by 55% to $0.1875 per share to support debt reduction and a revised growth plan.
Mise à jour du récit • Jul 21
T: Dividend Strains And AI Expansion Will Shape Future Returns And Risks
Analysts have reduced their TELUS price target from CA$17.00 to CA$15.50 as they incorporate updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for TELUS Dividend sustainability is under scrutiny as TELUS pays out cash close to the upper end of its long term payout targets, with dividend growth paused while management focuses on debt reduction and faces competitive pricing pressures and middling or declining earnings growth.
Mise à jour du récit • Jul 07
T: Rural Fibre Expansion And AI Networking Will Support Future Upside
Analysts have trimmed their fair value estimate for TELUS to about CA$26.29 from roughly CA$28.36, reflecting a slightly higher discount rate, a modestly adjusted revenue growth outlook, a lower projected profit margin, and a marginally higher future P/E assumption. What’s in the News for TELUS Canada Infrastructure Bank agreed to lend $49.3 million to TELUS to support a $379 million broadband build out in British Columbia, extending fibre to about 17,000 rural and Indigenous households, including roughly 380 Indigenous households.Mise à jour du récit • Jun 23
T: AI Infrastructure Expansion And Ontario Investment Will Support Future Upside Potential
Analysts have maintained their CA$20.28 price target on TELUS. The slight adjustment in discount rate and future P/E assumptions reflects updated views on the company's risk profile and valuation inputs, rather than a change in overall fair value.Article d’analyse • Jun 19
TELUS (TSX:T) Stock Could Be 19.5% Undervalued After Its Arrcus AI Network Push
Interest in TELUS (TSX:T) stock has picked up after the company began working with Arrcus on a proof of concept for an AI policy aware networking fabric targeting secure, sovereign inferencing across Canada. See our latest analysis for TELUS. Despite the AI networking proof of concept and recent Optik TV expansions in Quebec and Ontario, TELUS’s share price has been under pressure. The 90 day share price return has declined 9.53%, and the 1 year total shareholder return has fallen 18.38%...Mise à jour du récit • Jun 05
T: AI Safety Investments And Infrastructure Expansion Will Support Future Upside Potential
Analysts now see TELUS's fair value at about CA$20.28, slightly below the previous CA$20.65. The new estimate reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations.Mise à jour du récit • May 09
T: New Spectrum And AI Alliances Will Drive Future Upside Potential
Analysts have modestly adjusted their CA$ fair value estimate for TELUS to CA$20.65 from CA$20.59, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News CEO transition set for 2026, with long-serving CEO Darren Entwistle retiring on June 30, 2026, and Victor Dodig, currently an independent director and former CIBC CEO, appointed CEO Designate and scheduled to take over on July 1, 2026 (Executive Changes).Mise à jour du récit • Apr 22
T: Space Connectivity And 5G Spectrum Expansion Will Drive Future Upside Potential
Analysts now set a slightly lower TELUS price target of CA$20.59, down from CA$21.00, citing modest adjustments to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News CEO transition planned, with long-time Chief Executive Darren Entwistle set to retire on June 30, 2026, and Board member Victor Dodig, former CIBC President and CEO, appointed CEO Designate and scheduled to assume the role on July 1, 2026, following a multiyear succession process (Executive changes).Mise à jour du récit • Apr 08
T: Quantum And Space Connectivity Will Drive Future Upside Potential
Analysts now set their average TELUS price target at roughly CA$21.00, slightly below the prior fair value estimate of about CA$21.38. This reflects updated views on discount rate, revenue growth, profit margins and future P/E assumptions.Mise à jour du récit • Mar 24
T: Quantum And Space Connectivity Will Drive Future Upside Potential
Analysts now set TELUS's fair value estimate at CA$21.38, compared with CA$21.26 previously, reflecting updated assumptions for the discount rate, modest revenue growth, profit margin and future P/E levels. What's in the News TELUS launched the SmartHome Assistant, described as the world's first smart home AI assistant with Generative UI, designed to unify more than 2,000 device models into a single interface for SmartHome+ customers across Canada (Product-Related Announcements).Mise à jour du récit • Mar 09
T: Quantum Networking And Space Connectivity Will Support Future Upside Potential
Analysts have slightly reduced their fair value estimate for TELUS, with the implied price target moving from about CA$21.44 to roughly CA$21.26 as they refresh their assumptions on discount rates, long term revenue growth, profit margins, and forward P/E expectations. What's in the News TELUS plans to partner with AST SpaceMobile to offer space based cellular broadband across remote parts of Canada.Mise à jour du récit • Feb 22
T: Share Buybacks And Quantum Secure Networking Will Support Future Upside Potential
Analysts have trimmed their TELUS price target slightly from CA$21.71 to CA$21.44. This reflects updated views that combine more cautious revenue growth expectations with a stronger profit margin profile and a lower assumed future P/E multiple.Mise à jour du récit • Feb 08
T: Share Buybacks And Quantum Safe Security Will Support Future Upside Potential
Analysts have kept their fair value estimate for TELUS steady at $21.71, with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E that reflect modest refinements to their models rather than a change in overall view. What's in the News TELUS launched a share repurchase program authorizing the purchase of up to 28,000,000 shares, or 1.81% of shares outstanding, for a total of $500 million.Mise à jour du récit • Jan 24
T: Quantum-Safe Security And Share Buybacks Will Support Future Upside Potential
Analysts have slightly trimmed their TELUS fair value estimate from $22.00 to about $21.71, reflecting modest tweaks to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News kini mobile partnered with TELUS to launch Made for Pinoys 5G prepaid plans, offering Filipino-Canadians one plan with both Philippine and Canadian numbers, international calling and texting, GCash cashbacks, and Pinoy customer support on TELUS' 5G network.Mise à jour du récit • Jan 10
T: Quantum-Safe Network Rollout And Buybacks Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for TELUS slightly from about $22.21 to $22.00. This reflects small adjustments to assumptions on discount rate, revenue growth, profit margins and future P/E multiples.Mise à jour du récit • Dec 18
T: Quantum-Safe Network And AI Infrastructure Will Drive Future Upside Potential
Analysts have modestly reduced their price target on TELUS, trimming fair value by about $0.86 per share as slightly higher discount rates and marginally softer long term growth and margin assumptions temper the company’s forward valuation multiple. What's in the News The board has authorized a new normal course issuer bid allowing TELUS to repurchase up to 28 million shares (about 1.81% of shares outstanding) for approximately CAD 500 million by December 16, 2026, with all repurchased shares to be cancelled (share repurchase program).Mise à jour du récit • Dec 04
T: Quantum-Safe Network And AI Infrastructure Will Support Long-Term Opportunity
Analysts have modestly raised their price target on TELUS to approximately $23.06 from $22.97, reflecting slightly improved profit margin expectations that more than offset a small reduction in long term revenue growth assumptions. What's in the News TELUS launched a Quantum Safe VPN service using post quantum cryptography to protect government and business clients against future quantum enabled cyber threats, integrated with its Managed Next Generation Firewall platform (Product Related Announcements).Mise à jour du récit • Nov 20
T: Rising Discount Rate Will Drive Long-Term Opportunity With New Developments
Analyst Price Target for TELUS Adjusted Slightly Lower Analysts have revised their fair value estimate for TELUS, reducing the price target from $23.38 to $22.97. This change is due to updated assumptions regarding discount rates and future profitability.Article d’analyse • Nov 10
TELUS (TSE:T) Is Paying Out A Larger Dividend Than Last Year
TELUS Corporation ( TSE:T ) has announced that it will be increasing its dividend from last year's comparable payment...PDG
Victor Dodig (60 yo)
less than a year
Titularisation
CA$321,629
Compensation
Mr. Victor G. Dodig is Director of TELUS Agriculture & Consumer Goods. Mr. Victor G. Dodig served as President, CEO & Director of CIBC INC. (Ontario, Canada) until 2025.Mr. Dodig is Director at TELUS Corp...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | less than a year | CA$321.63k | 0.019% CA$ 4.1m | |
| Executive VP of People & Culture and Chief Human Resources Officer | no data | CA$3.66m | 0.011% CA$ 2.5m | |
| Adviser | less than a year | CA$19.65m | 0% CA$ 0 | |
| EVP and President of Business Solutions | no data | CA$5.60m | 0.015% CA$ 3.2m | |
| EVP & President of Telus Consumer Solutions | 7.8yrs | CA$5.51m | 0.017% CA$ 3.8m | |
| Chief Financial Officer | less than a year | pas de données | 0.0010% CA$ 227.2k | |
| Head of Investor Relations | 6.5yrs | pas de données | pas de données | |
| Executive VP and Chief Legal & Governance Officer | no data | pas de données | 0.0019% CA$ 421.7k | |
| Chief Communications & Brand Officer | no data | pas de données | pas de données | |
| Executive Vice President | no data | CA$2.05m | pas de données | |
| EVP & Chief Product Officer of Consumer Solutions | 7.8yrs | pas de données | pas de données | |
| President & CEO of TELUS International | no data | pas de données | pas de données |
3.3yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Gestion expérimentée: L'équipe de direction de T est considérée comme expérimentée (ancienneté moyenne 3.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 4.3yrs | CA$321.63k | 0.019% CA$ 4.1m | |
| Independent Director | 8yrs | CA$323.64k | 0.000030% CA$ 6.6k | |
| Chairman Emeritus | 12.3yrs | CA$255.63k | pas de données | |
| Independent Director | 11.5yrs | CA$375.90k | 0.000020% CA$ 4.4k | |
| Independent Director | 10.3yrs | CA$328.29k | 0.00099% CA$ 216.3k | |
| Independent Director | 13.1yrs | CA$318.79k | 0.0059% CA$ 1.3m | |
| Independent Chairman | 14.6yrs | CA$557.82k | 0.00053% CA$ 115.8k | |
| Independent Director | 12.3yrs | CA$378.97k | pas de données | |
| Independent Director | 8.8yrs | CA$320.14k | 0.0066% CA$ 1.5m | |
| Independent Director | 6.3yrs | CA$364.67k | 0.00093% CA$ 203.2k | |
| Independent Director | 7.8yrs | CA$316.12k | 0.00035% CA$ 76.5k | |
| Independent Director | 5.3yrs | CA$319.14k | pas de données |
9.5yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de T sont considérés comme expérimentés (ancienneté moyenne 9.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/07 23:41 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
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.
| 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
TELUS Corporation est couverte par 32 analystes. 16 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 |
|---|---|
| Amman Saeed | Accountability Research Corporation |
| David McFadgen | ATB Cormark |
| Phillip Huang | Barclays |