DSV Gestion
Gestion contrôle des critères 3/4
Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.
Informations clés
Jens Lund
Directeur général
DKK 35.5m
Rémunération totale
| Pourcentage du salaire du PDG | 45.63% |
| Durée du mandat du directeur général | 24.5yrs |
| Propriété du PDG | n/a |
| Durée moyenne d'occupation des postes de direction | 2.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 24
DSV: Logistics Expansion And Automation Will Support Future Upside Repricing Potential
The analyst price target for DSV has been reduced from DKK 2,059.80 to DKK 2,006.90 as analysts factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E, along with a series of recent Street price target cuts in the DKK 1,823 to DKK 2,165 range. Analyst Commentary Recent Street research on DSV shows a cluster of price target revisions that tighten the valuation range but keep the stock framed as a quality operator within its sector.Article d’analyse • Jul 25
Earnings Miss: DSV A/S Missed EPS By 5.8% And Analysts Are Revising Their Forecasts
It's been a sad week for DSV A/S ( CPH:DSV ), who've watched their investment drop 14% to kr.1,449 in the week since...Mise à jour du récit • Jun 25
DSV: Logistics Expansion And Automation Will Support Future Repricing Potential
The analyst price target for DSV has been nudged higher to reflect a fair value increase of about DKK 12 to DKK 2,059.80. Analysts attribute this to incremental adjustments in revenue growth assumptions, a slightly lower discount rate and updated forward P/E expectations, alongside a series of recent price target raises across the Street, including moves up to DKK 2,150 and DKK 2,200.Mise à jour du récit • Jun 07
DSV: Schenker Synergies And Moerdijk Expansion Will Support Future Repricing Potential
Narrative Update The analyst price target for DSV is now set at DKK 2,047.80, a change of DKK 5.25. Analysts point to a series of recent target increases in the DKK 1,782 to DKK 2,200 range and generally supportive views on the stock as the key drivers of this adjustment.Mise à jour du récit • May 23
DSV: Schenker Synergies And 2026 Guidance Will Support Repricing Potential
Analysts have modestly lifted the DSV fair value estimate to DKK 2,042.55, reflecting recent price target increases from banks such as Deutsche Bank, Citi, Morgan Stanley and JPMorgan, partly offset by a reduction from Wolfe Research. Analyst Commentary Recent Street research on DSV shows a mix of optimism and caution as analysts adjust price targets and ratings, contributing to a modest uplift in the aggregated fair value estimate.Article d’analyse • May 02
DSV A/S (CPH:DSV) Just Released Its First-Quarter Earnings: Here's What Analysts Think
DSV A/S ( CPH:DSV ) shareholders are probably feeling a little disappointed, since its shares fell 6.4% to kr.1,571 in...Mise à jour du récit • Apr 27
DSV: Schenker Synergies And 2026 Guidance Will Drive Repricing Higher
The analyst price target for DSV has been adjusted slightly lower by around DKK 8, as analysts balance recent target increases from firms such as Morgan Stanley, Citi and JPMorgan with reduced targets from others like Wolfe Research and Deutsche Bank. Analyst Commentary Recent research shows a clear split in how analysts view DSV, with some lifting price targets and ratings while others trim targets at the same time.
Nouveau récit • Apr 18
DSV profits will jump by 7.4% thanks to growth trends
DSV A/S (CPH:DSV) — My Investment Thesis Hey everyone I'm Bejgal , and I want to share why I believe DSV is one of the most compelling logistics plays in Europe right now. My model points to a fair value of DKK 2,190 — a 22% discount to where it trades today.Mise à jour du récit • Apr 10
DSV: Schenker Synergies And 2026 Guidance Will Support Rebalanced Market Expectations
Analysts have trimmed the DSV fair value estimate by about DKK 12 to DKK 2,045.89, reflecting a slightly higher discount rate, a modestly lower revenue growth outlook, and a small adjustment to the expected future P/E, with recent target cuts and raises across firms contributing to a more balanced view on the shares. Analyst Commentary Recent Street research on DSV shows a mix of higher and lower price targets, along with at least one rating upgrade.Mise à jour du récit • Mar 27
DSV: Schenker Synergies And 2026 Guidance Will Support Stronger Earnings Power
DSV's analyst price targets have edged higher, with recent upward revisions of up to DKK 414 as analysts adjust fair value assumptions slightly, including a marginally higher projected profit margin and P/E multiple. Analyst Commentary Recent research updates cluster around higher price targets for DSV, with several banks adjusting their fair value assumptions and published target ranges.Mise à jour du récit • Mar 12
DSV: Schenker Synergies Will Support Higher Earnings Power Over Time
Analysts have in aggregate lifted their DSV price targets by several hundred DKK, with updates from firms such as Citi, Morgan Stanley, Deutsche Bank and Wolfe Research, while only making slight adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research updates cluster around higher price targets for DSV, with analysts fine tuning their valuation and execution assumptions rather than overhauling their broader view of the business.Mise à jour du récit • Feb 26
DSV: Schenker Synergies And Resilient Margins Will Shape Future Returns
The updated analyst price target for DSV moves slightly higher to reflect a fair value adjustment from DKK 2,030.45 to DKK 2,062.05, with analysts pointing to modestly higher profit margin expectations and a steady long term P/E outlook, despite more muted revenue growth assumptions. Analyst Commentary Recent research updates cluster around higher price targets for DSV, pointing to a reassessment of what analysts see as fair value rather than a shift in the underlying rating stance.Article d’analyse • Feb 12
DSV's (CPH:DSV) Soft Earnings Are Actually Better Than They Appear
DSV A/S' ( CPH:DSV ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Mise à jour du récit • Feb 11
DSV: Higher Freight Cycle Hopes And Synergies Will Shape Future Returns
The analyst price target for DSV has been raised from DKK 1,901.25 to DKK 2,030.45. This reflects updated assumptions on revenue growth, profit margins and long-term P/E, along with recent price target increases from multiple research houses, according to analysts.Mise à jour du récit • Jan 27
DSV: Freight Cycle Recovery Hopes And Margin Discipline Will Shape Future Returns
Analysts have raised their fair value estimate for DSV from DKK 1,825.84 to DKK 1,901.25. This revision reflects higher Street price targets and updated assumptions for the discount rate, revenue growth, profit margins, and future P/E multiples.Mise à jour du récit • Jan 12
DSV: Margin Discipline And Freight Cycle Trends Will Shape Future Upside Potential
Analysts have nudged their fair value estimate for DSV higher from DKK 1,805.61 to DKK 1,825.84, reflecting recent price target increases from several firms and updated views on transport cycle trends and future P/E assumptions. Analyst Commentary Recent price target moves around DSV point to a generally constructive stance, with some caution around the freight cycle and earnings visibility.Article d’analyse • Jan 12
DSV A/S' (CPH:DSV) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 41.9x DSV A/S ( CPH:DSV ) may be sending very bearish signals at the...Mise à jour du récit • Dec 24
DSV Margin Discipline Will Support Upside Despite Slight Price Objective Cut
Analysts have trimmed their price target on DSV slightly, to DKK 1,915 from DKK 1,925. This reflects marginally slower expected revenue growth, offset by a modest improvement in profit margins and valuation multiples.Article d’analyse • Dec 11
DSV (CPH:DSV) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Dec 09
DSV Will Benefit From Margin Strength Despite Softer Freight Demand
DSV's analyst price target has been modestly reduced to around DKK 1,900 from closer to DKK 1,950, as analysts factor in slower expected revenue growth, offset by slightly improved profit margins and a marginally lower future P E multiple. Analyst Commentary Recent Street research on DSV reflects a nuanced view, with price targets being trimmed but ratings remaining supportive, indicating confidence in the company’s medium term earnings power despite near term headwinds.Article d’analyse • Oct 03
At kr.1,305, Is DSV A/S (CPH:DSV) Worth Looking At Closely?
DSV A/S ( CPH:DSV ) received a lot of attention from a substantial price movement on the CPSE over the last few months...Mise à jour du récit • Sep 04
Schenker Integration Will Streamline Global Logistics And Digital Systems
Analysts maintain an Overweight rating on DSV but have adopted short-term caution due to integration uncertainties following the Schenker acquisition, anticipating a nuanced Q2 and modestly reducing the price target to DKK1779. Analyst Commentary JPMorgan reduces price target in anticipation of a "nuanced quarter" due to the first-time consolidation of Schenker following the recent acquisition.
Nouveau récit • Nov 07
Tactical Acquisitions And Efficiency Initiatives Drive Optimistic Future Growth
The acquisition of Schenker and focus on operational efficiency are likely to improve revenue growth and net margins through increased market share and cost reduction.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | DKK 7b |
| Mar 31 2026 | n/a | n/a | DKK 7b |
| Dec 31 2025 | DKK 36m | DKK 16m | DKK 8b |
| Sep 30 2025 | n/a | n/a | DKK 9b |
| Jun 30 2025 | n/a | n/a | DKK 10b |
| Mar 31 2025 | n/a | n/a | DKK 11b |
| Dec 31 2024 | DKK 26m | DKK 16m | DKK 10b |
| Sep 30 2024 | n/a | n/a | DKK 11b |
| Jun 30 2024 | n/a | n/a | DKK 11b |
| Mar 31 2024 | n/a | n/a | DKK 11b |
| Dec 31 2023 | DKK 22m | DKK 13m | DKK 12b |
| Sep 30 2023 | n/a | n/a | DKK 13b |
| Jun 30 2023 | n/a | n/a | DKK 15b |
| Mar 31 2023 | n/a | n/a | DKK 16b |
| Dec 31 2022 | DKK 20m | DKK 13m | DKK 18b |
| Sep 30 2022 | n/a | n/a | DKK 17b |
| Jun 30 2022 | n/a | n/a | DKK 16b |
| Mar 31 2022 | n/a | n/a | DKK 13b |
| Dec 31 2021 | DKK 17m | DKK 11m | DKK 11b |
| Sep 30 2021 | n/a | n/a | DKK 9b |
| Jun 30 2021 | n/a | n/a | DKK 7b |
| Mar 31 2021 | n/a | n/a | DKK 6b |
| Dec 31 2020 | DKK 16m | DKK 11m | DKK 4b |
| Sep 30 2020 | n/a | n/a | DKK 3b |
| Jun 30 2020 | n/a | n/a | DKK 3b |
| Mar 31 2020 | n/a | n/a | DKK 3b |
| Dec 31 2019 | DKK 16m | DKK 9m | DKK 4b |
Rémunération vs marché: La rémunération totale de Jens ($USD 5.52M ) est dans la moyenne des entreprises de taille similaire sur le marché Danish ($USD 6.02M ).
Rémunération et revenus: La rémunération de Jens 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
Jens Lund (57 yo)
24.5yrs
Titularisation
DKK 35,500,000
Compensation
Mr. Jens Hesselberg Lund serves as Group CEO at DSV A/S since February 01, 2024. He served as Group Chief Operating Officer of DSV A/S (formerly known as DSV Panalpina A/S) since October 2021 until Februar...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Group CEO & Member of the Executive Board | 24.5yrs | DKK 35.50m | pas de données | |
| Group CFO & Member of Executive Board | 4.9yrs | DKK 22.70m | pas de données | |
| Group COO | 2.6yrs | DKK 17.20m | pas de données | |
| Group Chief Information Officer | 7.8yrs | pas de données | pas de données | |
| Group Chief Commercial Officer | 1.3yrs | pas de données | pas de données | |
| Group Chief People & Strategy Officer | 1.3yrs | pas de données | pas de données | |
| CEO of Contract Logistics Division | less than a year | pas de données | pas de données | |
| President of DSV Solutions North America | 9.9yrs | pas de données | pas de données | |
| Chief Executive Officer of Air & Sea Division | 2.3yrs | pas de données | pas de données |
2.6yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de DSV est considérée comme expérimentée (ancienneté moyenne 2.6 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Independent Director | 1.5yrs | DKK 1.10m | pas de données | |
| Deputy Chairman | less than a year | pas de données | pas de données | |
| Independent Director | 5yrs | DKK 800.00k | pas de données | |
| Chairman of the Board | 15.7yrs | DKK 3.20m | pas de données | |
| Director | less than a year | pas de données | pas de données | |
| Independent Director | 7yrs | DKK 1.20m | pas de données | |
| Independent Director | 4.5yrs | DKK 1.40m | pas de données | |
| Independent Director | 1.5yrs | DKK 1.25m | pas de données |
3.0yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de DSV sont considérés comme expérimentés (ancienneté moyenne 3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 17:25 |
| Cours de l'action en fin de journée | 2026/09/10 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' 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
DSV A/S est couverte par 39 analystes. 18 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 |
|---|---|
| null null | ABG Sundal Collier |
| Marco Limite | Barclays |
| David Fintzen | Barclays |