The Sage Group plc

LSE:SGE Rapport sur les actions

Capitalisation boursière : UK£8.0b

Sage Group Gestion

Gestion contrôle des critères 4/4

Le PDG Sage Group est Steve Hare, nommé en Nov2018, a un mandat de 7.5 ans. La rémunération annuelle totale est £ 4.56M, composée du salaire de 22.6% et des bonus 77.4%, y compris les actions et options de la société. détient directement 0.074% des actions de la société, d'une valeur de £ 5.95M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5 ans et 5.2 ans.

Informations clés

Steve Hare

Directeur général

UK£4.6m

Rémunération totale

Pourcentage du salaire du PDG22.56%
Durée du mandat du directeur général7.5yrs
Propriété du PDG0.07%
Durée moyenne d'occupation des postes de direction5yrs
Durée moyenne du mandat des membres du conseil d'administration5.2yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 17

SGE: AI Rollout And Buyback Will Shape Measured Outlook After Cautious Repricing

Analysts have adjusted Sage Group's fair value estimate from about £8.50 to roughly £8.77 per share, aligning with recent price target changes to £11.50 from £13.00 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Sage Group has leaned more cautious, with price targets adjusted to reflect what bearish analysts see as a less generous backdrop for valuation and execution.
Mise à jour du récit May 01

SGE: Mixed Views On AI Rollout And Buyback Will Shape Future Upside

Analysts have trimmed Sage Group's fair value estimate to £8.50 from £9.00, reflecting recent reductions in Street price targets to around £11.50 and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has tilted more cautious on Sage Group, with several Bearish analysts cutting price targets and reassessing the risk and reward trade off.
Mise à jour du récit Apr 16

SGE: Banking Partnerships And Share Buybacks Will Support Future Share Price Upside

Narrative Update The analyst price target for Sage Group has been reduced by £200, with analysts attributing this change to a lower fair value estimate, a reduced future P/E assumption and updated margin expectations. Analyst Commentary Recent research on Sage Group has focused on recalibrating valuation assumptions rather than making wholesale changes to the fundamental story.
Mise à jour du récit Apr 01

SGE: Mixed Research Views And Partnerships Will Shape Future Upside Potential

Analysts have reduced Sage Group's fair value estimate from £9.50 to £9.00. This reflects recent price target revisions from £14.00 to £11.50, along with mixed updates that balance slightly adjusted growth, margin and future P/E assumptions.
Mise à jour du récit Mar 18

SGE: Cloud Partnerships And Buybacks Will Support Durable Long Term Upside

Analysts have trimmed the Sage Group fair value estimate from about £16.20 to roughly £15.22, citing lower price targets such as Citi's move to £11.50 per share, alongside more supportive views from other firms that still regard the company's growth outlook as attractively priced at current levels. Analyst Commentary Recent research shows a mixed but generally constructive tone around Sage Group, with some trimming of upside targets alongside fresh upgrades that point to confidence in the current share price as an entry point.
Mise à jour du récit Mar 04

SGE: Upgrades And Execution Will Shape Future Upside Potential

Analysts have nudged their blended price target for Sage Group to £1,425, up £25, citing what they see as attractively priced growth and slight tweaks to assumptions around the discount rate, revenue growth, margins and future P/E. Analyst Commentary Recent research points to what some analysts see as attractively priced growth for Sage Group at current share levels, with price targets such as £1,425 being cited as consistent with this view.
Mise à jour du récit Feb 18

SGE: Embedded Banking Partnerships Will Support Further Share Price Upside

The analyst price target for Sage Group has been adjusted to £1,250 from £1,350, as analysts refine fair value, discount rate, growth, margin and P/E assumptions in light of recent mixed research that includes both upgrades and a reduced target. Analyst Commentary Recent research on Sage Group reflects a mix of optimism on growth prospects and caution on valuation and execution, which helps explain the adjustment in the consensus price target.
Mise à jour du récit Feb 03

SGE: Mixed Rating Signals And Execution Risks Will Shape Future Fair Value Outlook

The analyst price target for Sage Group has shifted to £12.50 from £13.50, as analysts balance softer assumptions around future P/E with still supportive views on revenue growth, margins and recent upgrades that present current growth as attractively priced and the shares as undervalued. Analyst Commentary Recent Street research shows a mixed but generally constructive stance on Sage Group, with several firms adjusting price targets while reiterating positive views on the business model and revenue profile.
Article d’analyse Feb 02

Subdued Growth No Barrier To The Sage Group plc's (LON:SGE) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Article d’analyse Jan 21

Estimating The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£11.44 based on 2 Stage Free Cash Flow to Equity With UK£10.42...
Mise à jour du récit Jan 20

SGE: Durable Model And Capital Returns Will Support Further Share Price Upside

Narrative update on Sage Group The updated analyst price target for Sage Group reflects a modest fair value adjustment to £13.02. Analysts point to recent mixed target changes across £12.50 to £14.25 and differing views on growth, valuation and the durability of its model.
Article d’analyse Jan 07

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

The Sage Group plc ( LON:SGE ) has announced that it will be increasing its dividend from last year's comparable...
Mise à jour du récit Jan 06

SGE: Mixed Rating Signals And Execution Risks Will Shape Fair Value Outlook

We have trimmed our fair value estimate for Sage Group from £10.50 to £10.00 per share. This reflects analysts' mixed price target revisions around £12.50 to £13.50, which weigh a higher discount rate and slightly lower margin expectations against steady growth assumptions and a more moderate future P/E of about 22.4x.
Article d’analyse Dec 29

Does Sage Group (LON:SGE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Dec 16

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Mise à jour du récit Dec 15

SGE: Cloud Transition And Buybacks Will Support Durable Long Term Upside

Analysts now set a modestly higher fair value for Sage Group at approximately £16.20 per share, up from about £16.00. This reflects confidence in its durable growth model and recent earnings delivery, even as they factor in slightly slower revenue growth and margin expectations.
Article d’analyse Dec 06

Analyst Estimates: Here's What Brokers Think Of The Sage Group plc (LON:SGE) After Its Annual Report

The full-year results for The Sage Group plc ( LON:SGE ) were released last week, making it a good time to revisit its...
Mise à jour du récit Dec 01

SGE: Share Buyback and New Dividend Plan Set to Drive Upside

Analysts have revised Sage Group's price target downward from £13.49 to £13.23 per share. This reflects a modest reduction as they incorporate mixed views on growth prospects and recent updates to revenue and discount rate assumptions.
Article d’analyse Nov 30

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Article d’analyse Nov 22

The Sage Group plc (LON:SGE) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The Sage Group plc ( LON:SGE ) shareholders are probably feeling a little disappointed, since its shares fell 2.3% to...
Article d’analyse Nov 12

Returns On Capital At Sage Group (LON:SGE) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Article d’analyse Sep 13

Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Sep 01

A Look At The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£10.44 based on 2 Stage Free Cash Flow to Equity Sage Group's...
Article d’analyse Aug 20

The Sage Group plc's (LON:SGE) Price In Tune With Earnings

LSE:SGE 1 Year Share Price vs Fair Value Explore Sage Group's Fair Values from the Community and select yours The Sage...
Article d’analyse Jul 27

Here's What To Make Of Sage Group's (LON:SGE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Article d’analyse Jul 13

Here's Why Sage Group (LON:SGE) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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Nouveau récit Nov 24

AI Integration And Global Expansion Propel Exciting Revenue Growth And Market Opportunities

Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention.

Analyse de la rémunération des PDG

Comment la rémunération de Steve Hare a-t-elle évolué par rapport aux bénéfices de Sage Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Sep 30 2025UK£5mUK£1m

UK£369m

Jun 30 2025n/an/a

UK£358m

Mar 31 2025n/an/a

UK£347m

Dec 31 2024n/an/a

UK£335m

Sep 30 2024UK£5mUK£904k

UK£323m

Jun 30 2024n/an/a

UK£295m

Mar 31 2024n/an/a

UK£267m

Dec 31 2023n/an/a

UK£239m

Sep 30 2023UK£4mUK£833k

UK£211m

Jun 30 2023n/an/a

UK£210m

Mar 31 2023n/an/a

UK£208m

Dec 31 2022n/an/a

UK£234m

Sep 30 2022UK£3mUK£803k

UK£260m

Jun 30 2022n/an/a

UK£276m

Mar 31 2022n/an/a

UK£291m

Dec 31 2021n/an/a

UK£288m

Sep 30 2021UK£3mUK£785k

UK£285m

Jun 30 2021n/an/a

UK£259m

Mar 31 2021n/an/a

UK£232m

Dec 31 2020n/an/a

UK£271m

Sep 30 2020UK£2mUK£781k

UK£310m

Jun 30 2020n/an/a

UK£323m

Mar 31 2020n/an/a

UK£336m

Dec 31 2019n/an/a

UK£301m

Sep 30 2019UK£2mUK£765k

UK£266m

Rémunération vs marché: La rémunération totale de Steve ($USD 6.13M ) est dans la moyenne des entreprises de taille similaire sur le marché UK ($USD 6.97M ).

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


PDG

Steve Hare (64 yo)

7.5yrs
Titularisation
UK£4,562,000
Compensation

Mr. Stephen Hare, also known as Steve, BA, ACA, B.com, is Non-Executive Director of Sainsbury's Supermarkets Ltd from July 3, 2025. Mr. Hare is Independent Non-Executive Director of J Sainsbury plc from Ju...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Stephen Hare
CEO & Executive Director7.5yrsUK£4.56m0.074%
£ 6.0m
Jacqui Cartin
Executive VPless than a yearpas de données0.000040%
£ 3.2k
Aaron Harris
Chief Technology Officer7.1yrspas de données0.030%
£ 2.4m
James Sandford
Vice President of Investor Relationsno datapas de donnéespas de données
Victoria Bradin
General Counsel & Company Secretary9.6yrspas de données0.016%
£ 1.3m
Amanda Cusdin
Chief People Officer8.6yrspas de données0.017%
£ 1.4m
Rainer Downar
Managing Director of Central Europeno datapas de donnéespas de données
Derk Bleeker
Chief Commercial Officer4.6yrspas de données0.029%
£ 2.3m
Amy Lawson
Chief Brand & Corporate Affairs Officer5.3yrspas de données0.012%
£ 936.7k
Mark Hickman
Managing Director of North America2.2yrspas de donnéespas de données
Simon Longbottom
Chief Growth Officerless than a yearpas de données0.0015%
£ 122.8k
Krish Vitaldevara
Chief Product Officerno datapas de donnéespas de données
5.0yrs
Durée moyenne de l'emploi
48yo
Âge moyen

Gestion expérimentée: L'équipe de direction de SGE est considérée comme expérimentée (ancienneté moyenne 5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Stephen Hare
CEO & Executive Director12.3yrsUK£4.56m0.074%
£ 6.0m
Jacqui Cartin
Executive VPno datapas de données0.000040%
£ 3.2k
Andrew Duff
Independent Non-Executive Chairman5yrsUK£454.00k0.0015%
£ 117.2k
John Bates
Independent Non-Executive Director7yrsUK£90.00k0.0058%
£ 462.3k
Lori Mitchell-Keller
Independent Non-Executive Director1.3yrsUK£60.00k0.0011%
£ 89.1k
Annette Court
Senior Independent Non-Executive Director7.1yrsUK£120.00k0.00081%
£ 65.0k
Derek Harding
Independent Non-Executive Director5.2yrsUK£86.00k0.0022%
£ 179.0k
Jonathan Michael Bewes
Independent Non-Executive Director7.1yrsUK£107.00k0.0011%
£ 89.1k
Roisin Jane Donnelly
Independent Non-Executive Director3.3yrsUK£103.00k0.0011%
£ 89.1k
Maggie Jones
Independent Non-Executive Director3.4yrsUK£96.00k0.0011%
£ 89.1k
5.2yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SGE sont considérés comme expérimentés (ancienneté moyenne 5.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 06:19
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

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

The Sage Group plc est couverte par 37 analystes. 17 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
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays