ATCO Ltd.

TSX:ACO.X Rapport sur les actions

Capitalisation boursière : CA$7.6b

ATCO Gestion

Gestion contrôle des critères 3/4

Le PDG ATCO est Nancy Southern, nommé en Jan2000, a un mandat de 26.33 ans. La rémunération annuelle totale est CA$ 9.00M, composée du salaire de 11.1% et des bonus 88.9%, y compris les actions et options de la société. détient directement 0.44% des actions de la société, d'une valeur de CA$ 33.91M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.1 ans et 4.7 ans.

Informations clés

Nancy Southern

Directeur général

CA$9.0m

Rémunération totale

Pourcentage du salaire du PDG11.11%
Durée du mandat du directeur général26.3yrs
Propriété du PDG0.4%
Durée moyenne d'occupation des postes de direction4.1yrs
Durée moyenne du mandat des membres du conseil d'administration4.7yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour de l'analyse • May 01

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns As Sentiment Improves

The analyst fair value estimate for ATCO has moved from CA$67.43 to CA$68.86. This change reflects a series of recent Street price target increases in the CA$66 to CA$72 range that analysts attribute to updated assumptions on future P/E, as well as stable profit margin and revenue growth inputs.
Mise à jour de l'analyse • Apr 16

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns At Current Pricing

Analysts have lifted the consolidated ATCO price target to CA$67, a move influenced by a series of Street updates that now cluster between CA$66 and CA$72 and reflect reassessments of the company based on recent research views rather than changes to the underlying model inputs. Analyst Commentary Recent Street commentary around ATCO centers on a tighter band of price targets between CA$66 and CA$72, with most firms reiterating neutral to moderately positive ratings.
Mise à jour de l'analyse • Mar 31

ACO.X: Regulated Utilities And Payout Policy Will Support Steady Returns And Buybacks

Analysts have lifted the consensus price target for ATCO to CA$67, from a previous range of CA$57 to CA$72 in recent reports, citing updated views on the company that support a CA$67 fair value in the current model. Analyst Commentary Recent research updates point to a tighter cluster of fair value estimates around CA$67, with several firms adjusting their price targets into a CA$66 to CA$72 range.
Mise à jour de l'analyse • Mar 17

ACO.X: Regulated Utilities And Dividend Policy Will Support Steady Returns And Buybacks

Analyst price targets for ATCO have moved higher to CA$67 from CA$65.43, reflecting a cluster of recent target increases from TD Securities, Scotiabank, RBC Capital, BMO Capital and CIBC, with analysts linking their updates to revised fair value estimates and slightly adjusted discount rate and forward P/E assumptions. Analyst Commentary Recent research updates on ATCO cluster around higher fair value estimates and modestly revised valuation inputs, with new price targets ranging from CA$66 to CA$72.
Mise à jour de l'analyse • Mar 03

ACO.X: Regulated Utilities And Dividend Policy Will Likely Support Steady Total Return

The analyst price target for ATCO has moved up from CA$60.43 to CA$65.43, with analysts pointing to updated assumptions around revenue growth, profit margins, and a lower future P/E as key drivers of their refreshed view. Analyst Commentary Recent Street research has clustered around higher fair value estimates for ATCO, with targets ranging from CA$66 to CA$72.
Article d'analyse • Feb 07

ATCO's (TSE:ACO.X) Shareholders Will Receive A Bigger Dividend Than Last Year

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its dividend from last year's comparable payment on...
Mise à jour de l'analyse • Jan 27

ACO.X: Regulated Utilities And Dividend Increases Will Likely Support Neutral Return Profile

The analyst price target for ATCO has inched up from C$60.29 to C$60.43 as analysts factor in slightly higher modeled revenue growth and a marginally lower discount rate, consistent with recent price target increases across several firms that maintain more neutral ratings on the shares. Analyst Commentary Recent Street research on ATCO clusters around moderate price target increases, with ratings that remain broadly neutral.
Article d'analyse • Jan 13

ATCO's (TSE:ACO.X) Dividend Will Be Increased To CA$0.5196

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its periodic dividend on the 31st of March to...
Mise à jour de l'analyse • Jan 12

ACO.X: Regulated Utilities And Dividend Increases Will Likely Offset Power Headwinds

Analysts have nudged their 12 month price targets on ATCO higher, to a range of C$51 to C$64, citing expectations for solid regulated utility performance in upcoming Q3 results, softer power generation trends, and a preference for maintaining some regulated exposure as markets and credit spreads remain volatile. Analyst Commentary Recent research points to a more constructive tone around ATCO, with several price targets now clustered in the C$51 to C$64 range.
Article d'analyse • Jan 04

Here's Why ATCO (TSE:ACO.X) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour de l'analyse • Dec 25

ACO.X: Regulated Utilities Will Likely Support Modest Upside Despite Power Segment Headwinds

ATCO's analyst price target has edged higher by roughly C$2, as analysts point to slightly stronger long term revenue growth assumptions, a marginally lower discount rate, and modestly higher future valuation multiples despite a small pullback in projected profit margins. Analyst Commentary Recent Street research reflects a generally constructive stance on ATCO, with a series of incremental price target increases clustered in the mid C$50s.
Mise à jour de l'analyse • Dec 11

ACO.X: Regulated Utilities Will Likely Support Modest Upside Amid Fair Valuation

ATCO's analyst price target has inched higher to approximately C$58, reflecting a series of upward revisions from C$51 to C$64 as analysts factor in steadier regulated utility performance, alongside moderated expectations for its power operations in a more volatile market backdrop. Analyst Commentary Bullish analysts continue to edge price targets higher across the board, signaling improving confidence in ATCO's ability to execute on its regulated utility strategy while managing exposure to more cyclical power markets.
Mise à jour de l'analyse • Nov 26

ACO.X: Regulated Utilities Will Likely Sustain Performance as Sector Trends Remain Steady

ATCO's analyst price target has modestly increased from $57.50 to $58.33, as analysts cite resilient regulated utility performance and steady sector trends as reasons for their upward revisions. Analyst Commentary Recently, analysts have updated their perspectives and target prices for ATCO, reflecting a blend of optimism for the company’s regulated utility segment and tempered caution for areas like power generation and market volatility.
Article d'analyse • Nov 23

ATCO (TSE:ACO.X) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Mise à jour de l'analyse • Nov 11

ACO.X: Regulated Utilities Segment Will Likely Support Steady Performance Amid Volatility

The consensus analyst price target for ATCO has increased from approximately C$55.71 to C$57.50. This reflects analysts’ expectations for continued strength in the company’s regulated utilities and a favorable industry outlook, despite recent volatility in markets and credit spreads.
Article d'analyse • Oct 15

There Is A Reason ATCO Ltd.'s (TSE:ACO.X) Price Is Undemanding

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider ATCO...
Article d'analyse • Oct 01

ATCO (TSE:ACO.X) Seems To Be Using A Lot Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nouvelle analyse • Jun 29

Canadian Housing And Energy Trends Will Drive Future Opportunity

Expanding modular housing and international acquisitions position ATCO for revenue diversification and higher-margin growth across global infrastructure and energy markets.
Article d'analyse • Jun 22

ATCO (TSE:ACO.X) Will Want To Turn Around Its Return Trends

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Analyse de la rémunération des PDG

Comment la rémunération de Nancy Southern a-t-elle évolué par rapport aux bénéfices de ATCO?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

CA$158m

Dec 31 2025CA$9mCA$1m

CA$150m

Sep 30 2025n/an/a

CA$431m

Jun 30 2025n/an/a

CA$439m

Mar 31 2025n/an/a

CA$427m

Dec 31 2024CA$9mCA$1m

CA$430m

Sep 30 2024n/an/a

CA$387m

Jun 30 2024n/an/a

CA$385m

Mar 31 2024n/an/a

CA$412m

Dec 31 2023CA$7mCA$1m

CA$432m

Sep 30 2023n/an/a

CA$418m

Jun 30 2023n/an/a

CA$398m

Mar 31 2023n/an/a

CA$409m

Dec 31 2022CA$8mCA$1m

CA$370m

Sep 30 2022n/an/a

CA$388m

Jun 30 2022n/an/a

CA$369m

Mar 31 2022n/an/a

CA$291m

Dec 31 2021CA$5mCA$1m

CA$246m

Sep 30 2021n/an/a

CA$213m

Jun 30 2021n/an/a

CA$215m

Mar 31 2021n/an/a

CA$248m

Dec 31 2020CA$6mCA$708k

CA$252m

Sep 30 2020n/an/a

CA$269m

Jun 30 2020n/an/a

CA$375m

Mar 31 2020n/an/a

CA$488m

Dec 31 2019CA$2mCA$1m

CA$513m

Rémunération vs marché: La rémunération totale de Nancy ($USD 6.59M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Canadian ($USD 4.08M ).

Rémunération et revenus: La rémunération de Nancy a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Nancy Southern (68 yo)

26.3yrs
Titularisation
CA$9,003,251
Compensation

Ms. Nancy C. Southern, A.O.E., B.E.M., has been Executive Chairman at Canadian Utilities Limited since May 8, 2025 and served as its Chief Executive Officer until May 8, 2025. She serves as Chief Executive...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Nancy Southern
Chair & CEO26.3yrsCA$9.00m0.44%
CA$ 33.9m
Katherine-Jane Patrick
Executive VP and Chief Financial & Investment Officer4.6yrsCA$3.38m0%
CA$ 0
Rebecca Penrice
Executive VP & Chief Administration Officer1.3yrsCA$2.44m0%
CA$ 0
Adam Beattie
President of ATCO Structures & Logistics Ltd.no dataCA$3.19m0.0043%
CA$ 330.4k
Robert Myles
Chief Executive Officer of Canadian Utilities Limited1yrCA$4.49m0%
CA$ 0
Kyle Brunner
Senior VP3.5yrspas de données0%
CA$ 0
Kurt Kadatz
Senior Manager of Corporate Communicationsno datapas de donnéespas de données
Lisa Cooke
Senior VP & Chief Marketing Officer3.7yrspas de données0%
CA$ 0
James Landon
President of Frontecno datapas de données0%
CA$ 0
Colin Jackson
Senior VP of Financeno datapas de données0.0026%
CA$ 197.6k
G. Friesen
Senior VP of Corporate Affairs & Chief Government Affairs Officer6.3yrspas de données0%
CA$ 0
P. Cook
Senior VP & Controller7.4yrspas de données0%
CA$ 0
4.1yrs
Durée moyenne de l'emploi
50yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ACO.X est considérée comme expérimentée (ancienneté moyenne 4.1 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Nancy Southern
Chair & CEO37.3yrsCA$9.00m0.44%
CA$ 33.9m
John Ivulich
CEO & Country Chair of ATCO Australia2.6yrspas de données0.0029%
CA$ 220.5k
Robert Routs
Lead Independent Director14yrsCA$800.94k0.028%
CA$ 2.1m
Susan Werth
Independent Director11.8yrsCA$325.50k0.021%
CA$ 1.6m
Linda Southern-Heathcott
Vice Chairman of the Board14yrsCA$588.00k0.047%
CA$ 3.6m
Norman Steinberg
Independent Director4.7yrsCA$322.50k0.016%
CA$ 1.2m
Robert Peabody
Independent Directorless than a yearCA$47.50k0.00042%
CA$ 32.0k
Jason Kenney
Independent Director3yrsCA$289.50k0.0040%
CA$ 306.7k
Kelly Koss-Brix
Non Independent Director1.3yrsCA$566.94k0.0049%
CA$ 375.4k
4.7yrs
Durée moyenne de l'emploi
68yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de ACO.X sont considérés comme expérimentés (ancienneté moyenne 4.7 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 10:50
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

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

ATCO Ltd. est couverte par 8 analystes. 3 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
Benjamin PhamBMO Capital Markets Equity Research
Mark JarviCIBC Capital Markets
Mark JarviDesjardins Securities Inc.