Hydro One Limited

TSX:H Rapport sur les actions

Capitalisation boursière : CA$35.2b

Hydro One Gestion

Gestion contrôle des critères 3/4

Le PDG Hydro One est David Lebeter, nommé en Feb2023, a un mandat de 3.25 ans. La rémunération annuelle totale est CA$ 4.27M, composée du salaire de 17.9% et des bonus 82.1%, y compris les actions et options de la société. détient directement 0.001% des actions de la société, d'une valeur de CA$ 408.13K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.9 ans et 3.3 ans.

Informations clés

David Lebeter

Directeur général

CA$4.3m

Rémunération totale

Pourcentage du salaire du PDG17.88%
Durée du mandat du directeur général3.3yrs
Propriété du PDG0.001%
Durée moyenne d'occupation des postes de direction1.9yrs
Durée moyenne du mandat des membres du conseil d'administration3.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 19

H: Clustered C$58 Views And CEO Transition Will Shape A Measured Outlook

Analysts have raised the Hydro One price target to CA$58, an increase from the previous range of CA$53 to CA$57 cited in recent research. This revision reflects updated views on fair value, discount rates and profitability assumptions.
Mise à jour du récit May 04

H: Tight Price Range And Planned CEO Shift Will Guide A Steady Outlook

Hydro One's updated fair value has moved slightly higher, with analysts nudging their average price target up by about CA$1. This adjustment is supported by a series of recent target increases from major banks that reflect steady assumptions for growth, margins, and future P/E.
Mise à jour du récit Apr 19

H: Tight Pricing Band And CEO Transition Will Shape A Steady Outlook

Hydro One's analyst fair value estimate has edged up from CA$55.53 to CA$56.00, reflecting analysts' slightly higher price targets in the CA$55 to CA$58 range and their broadly steady views on the company's earnings profile and P/E assumptions. Analyst Commentary Recent research points to a cluster of price targets in the CA$55 to CA$58 range.
Mise à jour du récit Apr 04

H: Incremental Repricing And Leadership Transition Will Shape A Steady Forward Outlook

Hydro One's analyst price target has been revised slightly higher from about CA$54.79 to CA$55.53, reflecting analysts' updated view after a series of recent price target increases across major firms. Analyst Commentary Recent Street research on Hydro One has centered on modestly higher price targets and generally neutral stock ratings, which together suggest a balanced view of upside potential and execution risk.
Mise à jour du récit Mar 21

H: Stable Outlook And Recent Commentary Will Shape Measured Repricing Expectations

Hydro One's analyst fair value estimate has shifted from CA$53.68 to CA$54.79. This change reflects a series of recent price target increases from analysts who point to updated revenue and earnings assumptions while generally maintaining mid range ratings on the stock.
Mise à jour du récit Mar 06

H: Stable Outlook And Higher P E Assumptions Will Shape Modest Repricing Potential

Our updated fair value estimate for Hydro One edges up by about CA$0.50 per share, reflecting a modest adjustment in projected growth assumptions as analysts lift their price targets into the CA$55 to CA$58 range while largely maintaining neutral to hold style ratings. Analyst Commentary Recent Street research on Hydro One points to a fairly clustered set of views, with several firms lifting their price targets into the mid CA$50s while keeping neutral style ratings.
Mise à jour du récit Feb 19

H: Stable Outlook And Higher P E Assumptions Will Guide Measured Repricing Potential

Analysts have nudged our Hydro One fair value estimate higher to CA$53.18 from CA$52.07, reflecting recent upward revisions to Street price targets in the CA$55 to CA$58 range and updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research centers on a cluster of higher price targets in the CA$55 to CA$58 range, which sit modestly above our updated fair value estimate of CA$53.18.
Mise à jour du récit Feb 04

H: Stable Outlook And Labour Negotiations Will Shape Measured Repricing Potential

Hydro One’s updated analyst price target ticks slightly lower to about C$52.07 from C$52.21. Analysts outline higher revenue growth assumptions, modestly softer profit margins and a small adjustment to future P/E expectations, with recent Street targets ranging from C$52 to C$57.
Mise à jour du récit Jan 21

H: Stable Returns And EPS Outlook Will Support Measured Repricing Potential

Narrative update on Hydro One The analyst price target for Hydro One has been revised modestly higher, supported by recent Street updates that lifted targets to C$57 and C$52 as analysts factor in small adjustments to fair value, discount rate, profit margin assumptions and future P/E. Analyst Commentary Recent Street updates on Hydro One point to a slightly higher view of fair value, with price targets clustered in the low to mid C$50s and ratings maintained at neutral levels.
Mise à jour du récit Jan 06

H: Regulated Returns And EPS Outlook Will Support Defensive Positioning

Analysts have nudged their average price target on Hydro One higher into the low C$50s, reflecting updated sector views that emphasize the role of regulated utilities as a defensive hedge, alongside expectations for generally solid loads and new rates. Analyst Commentary Recent Street research has clustered around higher fair value estimates for Hydro One, with several firms lifting their price targets into a C$52 to C$57 range while maintaining mid tier ratings such as Market Perform, Sector Perform and Neutral.
Article d’analyse Dec 29

Hydro One (TSE:H) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Dec 23

H: Updated Earnings Outlook And Regulated Returns Will Support Defensive Exposure

Hydro One's analyst-derived fair value has edged higher to approximately C$52.14 from about C$51.57, as analysts modestly increase their price targets based on stable regulated returns, slightly improved profit margin expectations, and supportive sector dynamics. Analyst Commentary Recent target price increases reflect a generally constructive view on Hydro One, driven by the stability of its regulated business model and modest upgrades to earnings expectations.
Article d’analyse Dec 11

With EPS Growth And More, Hydro One (TSE:H) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit Dec 09

H: Updated Earnings Outlook And Stable Loads Will Support Defensive Exposure

Analysts have nudged their average price target for Hydro One modestly higher, with recent increases to approximately C$52 to C$57. This reflects confidence in stable regulated earnings and new rate structures amid a more volatile broader power market.
Mise à jour du récit Nov 25

H: Updated Price Objective And Stable Loads Will Support Defensive Exposure

Hydro One's analyst price target has been raised, with updated valuations increasing from approximately C$50.21 to C$51.57. Analysts cite stronger revenue growth forecasts and a slight improvement in profit margins as reasons for the upgrade.
Mise à jour du récit Nov 07

H: Defensive Exposure And Stable Returns Will Remain Key Amid Volatility

Analyst price targets for Hydro One have been raised, with the consensus moving up by up to C$2 per share. Analysts cite solid Q3 results, resilient regulated utility performance, and the appeal of defensive exposure amid increased market volatility.
Mise à jour du récit Oct 24

Electricity Demand Trends Will Strengthen Stability Amid Shifting Market Dynamics

Analysts have modestly increased their fair value estimate for Hydro One following a C$2 price target uptick. The outlook is supported by solid Q3 performance expectations and the stability of regulated utilities in a volatile market environment.
Article d’analyse Sep 09

Is Hydro One (TSE:H) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Mise à jour du récit Sep 04

Ontario Grid Modernization Will Unlock 70% Electricity Demand Potential

Analysts view Hydro One's earnings visibility and strong financial position as supportive, but premium valuation concerns relative to peers have led most to see the stock as fairly valued, with the consensus price target unchanged at CA$49.68. Analyst Commentary Bullish analysts cite Hydro One's 100% electric utility weighting as a key differentiator supporting premium valuation.
Article d’analyse Aug 01

Returns On Capital At Hydro One (TSE:H) Have Stalled

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Jul 14

If EPS Growth Is Important To You, Hydro One (TSE:H) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Jun 26

Hydro One Limited (TSE:H) Investors Are Less Pessimistic Than Expected

With a price-to-earnings (or "P/E") ratio of 23.9x Hydro One Limited ( TSE:H ) may be sending very bearish signals at...
Article d’analyse Jun 10

Hydro One (TSE:H) Is Increasing Its Dividend To CA$0.3331

The board of Hydro One Limited ( TSE:H ) has announced that it will be paying its dividend of CA$0.3331 on the 30th of...
Article d’analyse May 27

Hydro One (TSE:H) Is Increasing Its Dividend To CA$0.3331

Hydro One Limited ( TSE:H ) will increase its dividend from last year's comparable payment on the 30th of June to...
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Nouveau récit Nov 07

Calculated Investments Drive Revenue And Margins Up

Population growth and new projects are expected to boost Hydro One's revenue through investments in transmission and distribution.

Analyse de la rémunération des PDG

Comment la rémunération de David Lebeter a-t-elle évolué par rapport aux bénéfices de Hydro One?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

CA$1b

Dec 31 2025CA$4mCA$763k

CA$1b

Sep 30 2025n/an/a

CA$1b

Jun 30 2025n/an/a

CA$1b

Mar 31 2025n/an/a

CA$1b

Dec 31 2024CA$4mCA$705k

CA$1b

Sep 30 2024n/an/a

CA$1b

Jun 30 2024n/an/a

CA$1b

Mar 31 2024n/an/a

CA$1b

Dec 31 2023CA$3mCA$600k

CA$1b

Sep 30 2023n/an/a

CA$1b

Jun 30 2023n/an/a

CA$1b

Mar 31 2023n/an/a

CA$1b

Dec 31 2022CA$1mCA$412k

CA$1b

Sep 30 2022n/an/a

CA$1b

Jun 30 2022n/an/a

CA$1b

Mar 31 2022n/an/a

CA$1b

Dec 31 2021CA$772kCA$402k

CA$965m

Sep 30 2021n/an/a

CA$967m

Jun 30 2021n/an/a

CA$948m

Mar 31 2021n/an/a

CA$2b

Dec 31 2020CA$742kCA$399k

CA$2b

Rémunération vs marché: La rémunération totale de David ($USD 3.10M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché Canadian ($USD 7.97M ).

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


PDG

David Lebeter (65 yo)

3.3yrs
Titularisation
CA$4,266,066
Compensation

Mr. David Lebeter served as Chief Operating Officer of Hydro One Limited since January 2, 2020 until April 2023 and serves as its Chief Executive Officer and President since February 01, 2023 and serves as...


Équipe de direction

NomPositionTitularisationCompensationPropriété
David Lebeter
President3.3yrsCA$4.27m0.0012%
CA$ 408.1k
Henry Taylor
Executive VP1.9yrsCA$2.07m0.00014%
CA$ 49.3k
Megan Telford
Chief Operating Officerless than a yearCA$1.92m0.00083%
CA$ 292.0k
Teri French
Executive VP of Safetyless than a yearCA$1.16m0.00037%
CA$ 130.2k
Renee McKenzie
Executive VP of Digital & Technology Solutions2.2yrsCA$1.42m0.00012%
CA$ 42.2k
Wassem Khalil
Director of Investor Relationsno datapas de donnéespas de données
Joseph Agostino
Chief Compliance Officerno dataCA$402.38kpas de données
Cassidy McFarlane
General Counsel2.3yrspas de donnéespas de données
Gillian Whitebread
Executive VP & Head of Human Resources1.3yrspas de données0.000020%
CA$ 7.0k
Lisa Pearson
Executive Vice President of Corporate Affairs2.3yrspas de données0.000030%
CA$ 10.6k
Ryan Docherty
Executive VP of Capital Portfolio Delivery1.4yrspas de donnéespas de données
Louise Meegan
Corporate Secretaryno datapas de donnéespas de données
1.9yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de H n'est pas considérée comme expérimentée (ancienneté moyenne 1.9 ans), ce qui suggère une nouvelle équipe.


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
David Lebeter
President3.3yrsCA$4.27m0.0012%
CA$ 408.1k
Brian Vaasjo
Independent Director2.9yrsCA$129.35k0.0032%
CA$ 1.1m
Michael Rencheck
Independent Directorless than a yearCA$50.27kpas de données
Stacey Mowbray
Independent Director5.8yrsCA$138.00k0.00017%
CA$ 59.8k
Susan Jenah
Independent Director6.3yrsCA$149.84k0.00027%
CA$ 95.0k
David Hay
Independent Director7.8yrsCA$120.00kpas de données
Melissa Sonberg
Independent Chairman7.8yrsCA$163.15kpas de données
Debbie Hutton
Independent Directorless than a yearpas de donnéespas de données
Helga Reidel
Independent Director2.9yrsCA$120.00kpas de données
Mark Podlasly
Independent Director3.9yrsCA$120.00kpas de données
Mitch Panciuk
Independent Director2.9yrsCA$129.35kpas de données
3.3yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de H sont considérés comme expérimentés (ancienneté moyenne 3.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 16:02
Cours de l'action en fin de journée2026/05/20 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

Hydro One Limited est couverte par 18 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
Harshit GuptaAccountability Research Corporation
Michael LoneganBarclays
Benjamin PhamBMO Capital Markets Equity Research