BT Group plc

LSE:BT.A Rapport sur les actions

Capitalisation boursière : UK£21.3b

BT Group Gestion

Gestion contrôle des critères 3/4

Le PDG BT Group est Allison Kirkby, nommé en Jan2024, a un mandat de 2.25 ans. La rémunération annuelle totale est £ 2.49M, composée du salaire de 44.2% et des bonus 55.8%, y compris les actions et options de la société. détient directement 0.016% des actions de la société, d'une valeur de £ 3.32M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.6 ans et 5 ans.

Informations clés

Allison Kirkby

Directeur général

UK£2.5m

Rémunération totale

Pourcentage du salaire du PDG44.21%
Durée du mandat du directeur général2.3yrs
Propriété du PDG0.02%
Durée moyenne d'occupation des postes de direction3.6yrs
Durée moyenne du mandat des membres du conseil d'administration5yrs

Mises à jour récentes de la gestion

Recent updates

BT.A: Fibre Monetisation And Execution Risks Will Likely Cap Future Upside

Narrative Update on BT Group The analyst price target for BT Group has increased to £1.43 from £1.40. Analysts attribute this change to updated assumptions around softer expected revenue declines, a much stronger profit margin profile, a lower discount rate, a recalibrated future P/E, recent target increases from £1.40 to £1.50, and a continued focus on fibre-driven free cash flow potential.

BT.A: Fiber Monetisation Will Support Future Re Rating On Cash Generation Potential

BT Group's analyst price targets have moved higher, with recent raises to £1.50 and £2.50 and fresh conviction list inclusion, as analysts point to updated fair value assumptions, expectations around fiber monetization, and future P/E levels. Analyst Commentary Recent research updates cluster around higher price targets and renewed attention on BT Group, with several bullish analysts highlighting valuation support and execution on long term initiatives such as fiber.

BT.A: Execution Risks In Fiber Monetization Will Limit Future Upside

The analyst price target for BT Group has moved higher into a £1.50 to £2.50 range, with analysts pointing to improving fiber monetization and free cash flow potential as key reasons for the shift. Analyst Commentary Recent Street research highlights a mixed backdrop for BT Group, with price targets now spread across a relatively wide £1.50 to £2.50 range and different views on how quickly fiber investments might translate into cash returns.

BT.A: Fiber Monetisation Will Support Re-Rating On Stronger Cash Generation

Analysts have nudged their average price target on BT Group higher, with recent moves ranging from £1.40 to £2.50. They point to fibre monetisation and improved cash flow expectations, alongside slightly adjusted discount rate, revenue growth and profit margin assumptions.

BT.A: Execution Risks Around Margin Assumptions Will Limit Future Upside

Analysts have lifted their fair value estimate for BT Group from £1.35 to £1.40, reflecting updated assumptions around the discount rate, margins, future P/E and a recent move in Street price targets, including an increase from £2.40 to £2.50 by one firm. Analyst Commentary While the latest fair value adjustment and some Street targets support a modestly higher valuation for BT Group, not every analyst is leaning positive.

BT.A: Fiber And 5G Execution Will Support Re-Rating On Improved Confidence

Analysts recently lifted their price target on BT Group to £2.50 from £2.40, citing updated assumptions around discount rates, profit margins, and forward P/E expectations as key drivers of the revised view. Analyst Commentary Bullish analysts are signaling increased confidence in BT Group's equity story, reflected in the adjusted price target to £2.50.

BT.A: Fiber And 5G Execution Will Support Re-Rating On Rising Confidence

Analysts have nudged their price target on BT Group from £2.40 to £2.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts lifting the price target to £2.50 signal increased confidence that recent assumptions on discount rate, revenue trends, margins and future P/E can justify a higher valuation range.

BT.A: Higher Cybersecurity Spend And Thin Margins Will Restrain Future Upside

Analysts have lifted their price target for BT Group to £1.35, highlighting updated assumptions for revenue trends, profit margins, and a higher future P/E multiple as key drivers of the revised view. What's in the News BT partnered with Pindrop to offer voice security solutions to UK enterprise customers, integrating technologies such as Pindrop Protect and Pindrop Passport to address rising contact centre fraud and deepfake risks.

What You Can Learn From BT Group plc's (LON:BT.A) P/E

Dec 30
What You Can Learn From BT Group plc's (LON:BT.A) P/E

BT.A: Fiber And 5G Execution Will Drive Re-Rating Potential Ahead

Analysts have trimmed their price target on BT Group to GBP 1.50 from GBP 2.25, reflecting more cautious expectations for sector consolidation benefits and a modestly lower projected valuation multiple, despite slightly improved growth and margin assumptions. Analyst Commentary Recent Street research indicates that sentiment around BT Group remains mixed, with some caution on execution and sector dynamics offset by pockets of optimism on valuation and potential strategic catalysts.

BT.A: Sector Mergers Will Drive Future Upside Despite Recent Rating Downgrades

Analysts have trimmed their average price target on BT Group from 225 GBp to 150 GBp, citing a less favorable relative outlook as sector merger dynamics and modestly softer growth expectations temper the company’s risk reward profile. Analyst Commentary Recent rating changes reflect a more balanced, wait and see stance on BT Group, with analysts reassessing the companys relative positioning as sector consolidation and shifting capital allocation priorities reshape the competitive landscape.

BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

Nov 24
BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

BT.A: Sector Mergers Will Drive Near-Term Share Momentum Despite Operational Risks

BT Group's analyst price target has been adjusted slightly lower to approximately £2.06 per share from £2.07. This reflects analysts’ updated views on sector dynamics and modest changes to growth and profitability expectations.

BT Group's (LON:BT.A) Dividend Will Be £0.0245

Nov 09
BT Group's (LON:BT.A) Dividend Will Be £0.0245

BT Group's (LON:BT.A) Returns Have Hit A Wall

Nov 07
BT Group's (LON:BT.A) Returns Have Hit A Wall

BT.A: Telecom Sector Resilience And Industry Mergers Will Drive Near-Term Outperformance

Analysts have lowered their price targets on BT Group, with reductions ranging from £2.25 to £1.40 per share. They cite concerns about ongoing revenue pressures and expected further declines in key business segments.

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

BT Group’s updated analyst price targets reflect a modest range of downward and upward revisions, now spanning from £1.40 to £2.25 per share. Analysts cite imminent telecom sector mergers and declining Openreach performance among the key factors behind these changed outlooks.

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

The consensus analyst price target for BT Group has decreased slightly, falling by £0.03 to £2.07. Analysts cite sector downgrades and expectations of slower revenue growth as key drivers for the revised outlook.

Is BT Group (LON:BT.A) Using Too Much Debt?

Sep 26
Is BT Group (LON:BT.A) Using Too Much Debt?

Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

Sep 08
Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

Analysts maintain a cautious view on BT Group due to persistent concerns over Openreach’s declining external revenue and ongoing business uncertainty, resulting in an unchanged consensus price target of £2.10. Analyst Commentary Bearish analysts highlight continued concerns about Openreach's external revenue, which transitioned to decline in 2024/25 with expectations for further deterioration.

BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

Jul 24
BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Jul 09
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Returns On Capital At BT Group (LON:BT.A) Have Stalled

Jul 02
Returns On Capital At BT Group (LON:BT.A) Have Stalled

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Jun 12
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

May 29
BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576

May 25
BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576
User avatar

Fiber And 5G Expansion To Drive Growth Amidst Global Transformation

Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth.

Analyse de la rémunération des PDG

Comment la rémunération de Allison Kirkby a-t-elle évolué par rapport aux bénéfices de BT Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Sep 30 2025n/an/a

UK£950m

Jun 30 2025n/an/a

UK£1b

Mar 31 2025UK£2mUK£1m

UK£1b

Dec 31 2024n/an/a

UK£910m

Sep 30 2024n/an/a

UK£766m

Jun 30 2024n/an/a

UK£811m

Mar 31 2024UK£2mUK£288k

UK£855m

Dec 31 2023n/an/a

UK£1b

Sep 30 2023n/an/a

UK£2b

Jun 30 2023n/an/a

UK£2b

Mar 31 2023UK£133kn/a

UK£2b

Dec 31 2022n/an/a

UK£2b

Sep 30 2022n/an/a

UK£2b

Jun 30 2022n/an/a

UK£2b

Mar 31 2022UK£124kn/a

UK£1b

Dec 31 2021n/an/a

UK£1b

Sep 30 2021n/an/a

UK£1b

Jun 30 2021n/an/a

UK£1b

Mar 31 2021UK£124kn/a

UK£1b

Dec 31 2020n/an/a

UK£1b

Sep 30 2020n/an/a

UK£2b

Jun 30 2020n/an/a

UK£2b

Mar 31 2020UK£117kn/a

UK£2b

Rémunération vs marché: La rémunération totale de Allison ($USD 3.37M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché UK ($USD 7.22M ).

Rémunération et revenus: La rémunération de Allison a augmenté de plus de 20 % au cours de l'année écoulée.

PDG

Allison Kirkby (58 yo)

2.3yrs
Titularisation
UK£2,488,000
Compensation

Ms. Allison Kirkby, FCMA, was Director of Brookfield Asset Management Ltd. until March 17, 2025. She serves as Chief Executive Officer of BT Group plc since Janyary 31, 2024.She is Senior Advisor of Infra...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Allison Kirkby
CEO & Director2.3yrsUK£2.49m0.016%
£ 3.3m
Simon Lowth
CFO & Executive Director9.8yrsUK£3.40m0.029%
£ 6.1m
Nicholas Delfas
Director of Investor Relationsno datapas de donnéespas de données
Sabine Chalmers
Group General Counsel8yrspas de donnéespas de données
Alison Wilcox
Chief People & Culture Officerless than a yearpas de donnéespas de données
Clive Selley
Chief Executive Officer of BT Internationalno datapas de donnéespas de données
John Watson
Interim Head of Digital Team & Chief Security and Networks Officer3.6yrspas de données0.0084%
£ 1.8m
Ashish Gupta
Chief Operating Officer of Enterprise Business7.5yrspas de donnéespas de données
Gabrielle Ginér
Head of Sustainable Business Policyno datapas de donnéespas de données
Chris Sims
Managing Director of Strategyno datapas de donnéespas de données
Stephen Best
Managing Director of Enterprise Productsno datapas de donnéespas de données
Neil McRae
Managing Director & Chief Architectno datapas de donnéespas de données
3.6yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BT.A est considérée comme expérimentée (ancienneté moyenne 3.6 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Allison Kirkby
CEO & Director7.1yrsUK£2.49m0.016%
£ 3.3m
Simon Lowth
CFO & Executive Director9.8yrsUK£3.40m0.029%
£ 6.1m
Robert McTighe
Chairman of Openreach9.3yrspas de donnéespas de données
Sara Weller
Independent Non-Executive Director5.8yrsUK£135.00k0.00053%
£ 112.8k
Matthew Key
Independent Non-Executive Director7.5yrsUK£168.00k0.0021%
£ 447.1k
Adam Crozier
Independent Non-Executive Chairman4.4yrsUK£711.00k0.00063%
£ 134.1k
Raphael Kübler
Non-Independent Non-Executive Director2.3yrspas de donnéespas de données
Steven Guggenheimer
Independent Non-Executive Director3.5yrsUK£154.00k0.00010%
£ 21.3k
Dame Linda Cairnie
Senior Independent Non-Executive Director3yrsUK£172.00k0.00030%
£ 63.9k
Maggie Jones
Independent Non-Executive Director3.1yrsUK£162.00k0.00070%
£ 149.0k
Daniela Rus
Member of Technology Advisory Board5yrspas de donnéespas de données
John Stecher
Member of Technology Advisory Board5yrspas de donnéespas de données
5.0yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BT.A sont considérés comme expérimentés (ancienneté moyenne 5 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/30 17:54
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2025/09/30
Revenus annuels2025/03/31

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

BT Group plc est couverte par 40 analystes. 13 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
Andrew Charles BealeArete Research Services LLP
John DaviesBanco Santander
Maurice PatrickBarclays