FirstGroup plc

LSE:FGP Rapport sur les actions

Capitalisation boursière : UK£979.3m

FirstGroup Gestion

Gestion contrôle des critères 3/4

Le PDG FirstGroup est Graham Sutherland, nommé en May2022, a un mandat de 4.25 ans. La rémunération annuelle totale est £ 2.97M, composée du salaire de 20.4% et des bonus 79.6%, y compris les actions et options de la société. détient directement 0.14% des actions de la société, d'une valeur de £ 1.34M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.3 ans et 4.9 ans.

Informations clés

Graham Sutherland

Directeur général

UK£3.0m

Rémunération totale

Pourcentage du salaire du PDG20.38%
Durée du mandat du directeur général4.3yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction4.3yrs
Durée moyenne du mandat des membres du conseil d'administration4.9yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse Jun 25

Some Investors May Be Willing To Look Past FirstGroup's (LON:FGP) Soft Earnings

FirstGroup plc's ( LON:FGP ) stock was strong despite it releasing a soft earnings report last week. We think that...
Mise à jour du récit Jun 18

FGP: Lower Discount Rate Will Support Future Share Price Upside

Analysts have maintained their fair value estimate for FirstGroup at £2.50 per share and made only marginal adjustments to inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a change in their overall view.
Mise à jour du récit Jun 04

FGP: Higher Future P/E And Lower Discount Rate Will Support Upside

Analysts have slightly raised their price target on FirstGroup to £2.50, citing modest adjustments to the discount rate, revenue expectations, profit margin assumptions, and a higher future P/E multiple as the key drivers behind the change. What's in the News Analysts adjust the price target for FirstGroup to £2.50, reflecting updated views on the discount rate, revenue expectations, profit margin assumptions, and the future P/E multiple.
Mise à jour du récit May 10

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have adjusted their price target on FirstGroup, with the latest fair value estimate holding at £2.50. Updated assumptions on the discount rate and future P/E have contributed to a more refined view of the stock.
Mise à jour du récit Apr 24

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have reduced their price target on FirstGroup to £2.50 per share, citing only minor adjustments to the discount rate, revenue expectations, profit margins and future P/E assumptions, rather than any major shift in the investment case. Valuation Changes Fair Value: Fair value per share is held at £2.50, with no change to the central estimate.
Mise à jour du récit Apr 10

FGP: Stronger Margin Outlook And Steady P/E Will Support Upside

Analysts have trimmed their price target on FirstGroup slightly, citing marginally higher discount rate assumptions, a small extra revenue decline and a modestly stronger profit margin outlook, which leaves their overall fair value estimate at £2.50 per share. Valuation Changes Fair Value: £2.50 per share is unchanged in the updated assessment.
Mise à jour du récit Mar 26

FGP: Higher Future P/E Assumptions Will Support Upside Potential

Analysts have trimmed their price target on FirstGroup by £0.01, reflecting slightly lower fair value and profit margin assumptions, alongside a modestly higher discount rate and future P/E multiple in their models. Valuation Changes Fair value has been reduced slightly from £2.51 to £2.50 per share.
Mise à jour du récit Mar 12

FGP: Stable Assumptions And Earnings Multiple Will Support Future Upside

Analysts have nudged their price target on FirstGroup to £2.51, with the small adjustment reflecting steady assumptions on fair value, discount rate, revenue trends, profit margins and future P/E. Together, these factors support a broadly unchanged view of the shares.
Mise à jour du récit Feb 26

FGP: New Overground Contract Will Drive Future Returns

Analysts have kept their £2.51 price target for FirstGroup broadly steady, citing only minor tweaks to assumptions such as a slightly higher discount rate and modestly adjusted revenue growth, profit margin and forward P/E inputs. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17 million.
Mise à jour du récit Feb 11

FGP: New Overground Contract And Dividend Policy Will Support Future Returns

Analysts have kept their fair value view broadly unchanged for FirstGroup, with only small adjustments to inputs such as the discount rate, revenue expectations, profit margin and future P/E. This has led to a marginal tweak in their £ price target rather than a significant reset of their outlook.
Mise à jour du récit Jan 27

FGP: New Overground Win And Dividend Policy Will Support Future Returns

Analysts have nudged their price target on FirstGroup slightly higher to £2.51 per share, reflecting updated assumptions around discount rates, revenue trends and profit margins, while keeping the long term P/E outlook broadly unchanged. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17m, adding 63 buses across London and Bath, two depots and around 190 employees to the First Bus business (Key Developments).
Mise à jour du récit Jan 09

FGP: Higher Interim Dividend Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target for FirstGroup slightly higher to around £2.51. This reflects small adjustments to fair value estimates, discount rate assumptions and expectations for revenue contraction, profit margins and future P/E multiples.
Article d’analyse Dec 15

We Think FirstGroup (LON:FGP) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Mise à jour du récit Dec 14

FGP: Dividend And Buyback Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target on FirstGroup higher, lifting fair value from £2.39 to £2.50 as they factor in slightly improved revenue expectations despite a modestly softer margin and higher discount rate. What's in the News Board proposes an interim dividend of 2.2 pence per share for H1 2026, up from 1.7 pence in H1 2025.
Article d’analyse Nov 21

FirstGroup (LON:FGP) Will Pay A Dividend Of £0.022

The board of FirstGroup plc ( LON:FGP ) has announced that it will pay a dividend on the 30th of December, with...
Article d’analyse Oct 22

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it received a lot of attention from a substantial...
Article d’analyse Sep 03

Investors Don't See Light At End Of FirstGroup plc's (LON:FGP) Tunnel

When you see that almost half of the companies in the Transportation industry in the United Kingdom have price-to-sales...
Article d’analyse Jun 15

Analysts Are Betting On FirstGroup plc (LON:FGP) With A Big Upgrade This Week

FirstGroup plc ( LON:FGP ) shareholders will have a reason to smile today, with the analysts making substantial...
Article d’analyse May 08

FirstGroup plc's (LON:FGP) Price Is Right But Growth Is Lacking After Shares Rocket 26%

FirstGroup plc ( LON:FGP ) shareholders would be excited to see that the share price has had a great month, posting a...
Article d’analyse Apr 21

Should You Think About Buying FirstGroup plc (LON:FGP) Now?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw a double-digit share price rise of over...
Article d’analyse Mar 25

Is FirstGroup (LON:FGP) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nouveau récit Feb 08

Bus Electrification And London-Stirling Rail Route Will Improve Future Operations

Electrification of the bus fleet, supported by partnerships and CapEx, aims to improve efficiency and margins long-term.
Article d’analyse Nov 21

Shareholders Will Be Pleased With The Quality of FirstGroup's (LON:FGP) Earnings

When companies post strong earnings, the stock generally performs well, just like FirstGroup plc's ( LON:FGP ) stock...
Article d’analyse Oct 04

Calculating The Intrinsic Value Of FirstGroup plc (LON:FGP)

Key Insights Using the 2 Stage Free Cash Flow to Equity, FirstGroup fair value estimate is UK£1.36 Current share price...
Article d’analyse Sep 12

What FirstGroup plc's (LON:FGP) P/S Is Not Telling You

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Transportation industry in the United Kingdom...
Article d’analyse Aug 06

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw significant share price movement during...
Article d’analyse Jul 02

Estimating The Fair Value Of FirstGroup plc (LON:FGP)

Key Insights The projected fair value for FirstGroup is UK£1.51 based on 2 Stage Free Cash Flow to Equity Current share...

Analyse de la rémunération des PDG

Comment la rémunération de Graham Sutherland a-t-elle évolué par rapport aux bénéfices de FirstGroup?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 28 2026n/an/a

UK£116m

Dec 28 2025n/an/a

UK£122m

Sep 27 2025n/an/a

UK£129m

Jun 27 2025n/an/a

UK£126m

Mar 29 2025n/an/a

UK£123m

Dec 29 2024n/an/a

UK£109m

Sep 28 2024n/an/a

UK£95m

Jun 28 2024n/an/a

UK£42m

Mar 30 2024UK£1mUK£567k

-UK£10m

Dec 30 2023n/an/a

-UK£8m

Sep 30 2023n/an/a

-UK£7m

Jun 30 2023n/an/a

UK£36m

Mar 25 2023UK£1mUK£484k

UK£79m

Rémunération vs marché: La rémunération totale de Graham ($USD 4.00M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché UK ($USD 2.29M ).

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


PDG

Graham Sutherland (63 yo)

4.3yrs
Titularisation
UK£2,974,000
Compensation

Mr. Graham F. Sutherland is Independent Non-Executive Director of HICL Infrastructure PLC from May 21, 2025. He serves as Chief Executive Officer & Executive Director at FirstGroup plc since May 16, 2022....


Équipe de direction

NomPositionTitularisationCompensationPropriété
Graham Sutherland
CEO & Executive Director4.3yrsUK£2.97m0.14%
£ 1.3m
Ryan Mangold
CFO & Director7.3yrsUK£2.38m0.33%
£ 3.2m
Marianna Bowes
Head of Investor Relationsno datapas de donnéespas de données
David John Blizzard
General Counsel & Company Secretary4.3yrspas de donnéespas de données
Stuart Butchers
Group Head of Communicationsno datapas de donnéespas de données
Janette Bell
Managing Director of First Bus5.8yrspas de donnéespas de données
Mike Nelson
Managing Director of First Railless than a yearpas de donnéespas de données
4.3yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de FGP est considérée comme expérimentée (ancienneté moyenne 4.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Graham Sutherland
CEO & Executive Director4.3yrsUK£2.97m0.14%
£ 1.3m
Ryan Mangold
CFO & Director7.3yrsUK£2.38m0.33%
£ 3.2m
Peter Lynas
Senior Independent Non-Executive Director5.2yrsUK£81.00k0.015%
£ 148.1k
Lena Wilson
Chairman of the Board1.5yrsUK£300.00k0.0059%
£ 57.4k
Jane Lodge
Independent Non-Executive Director5.2yrsUK£84.00k0.0028%
£ 27.8k
Sally Cabrini
Independent Non-Executive Director6.6yrsUK£81.00k0.0019%
£ 18.5k
Claire Hawkings
Independent Non-Executive Director4.6yrsUK£78.00k0.0019%
£ 18.5k
Myrtle Dawes
Independent Non-Executive Director4.3yrsUK£85.00k0.00066%
£ 6.5k
4.9yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de FGP sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/05 05:09
Cours de l'action en fin de journée2026/08/05 00:00
Les revenus2026/03/28
Revenus annuels2026/03/28

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 sur la façon d’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

FirstGroup plc est couverte par 20 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
David FintzenBarclays
Jack CummingsBerenberg
James Edward HollinsBNP Paribas