PLDT Gestion
Gestion contrôle des critères 3/4
Le PDG PLDT est Manny Pangilinan, nommé en Jan2024, a un mandat de 2.33 ans. détient directement 0.17% des actions de la société, d'une valeur de ₱ 459.80M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.7 ans et 13.8 ans.
Informations clés
Manny Pangilinan
Directeur général
₱5.9m
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | 2.3yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 2.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 13.8yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour de l'analyse • Apr 25
TEL: Dividend Payouts And Governance Moves Will Shape Balanced Future Upside
Analysts have nudged their PLDT fair value estimate slightly higher to about ₱1,253, reflecting small adjustments to revenue growth, profit margin and forward P/E assumptions in their refreshed price target. What's in the News At its board meeting on February 26, 2026, the company approved a regular cash dividend of ₱46.00 per common share.
Mise à jour de l'analyse • Apr 10
TEL: Future Cash Dividends Will Support Stronger Earnings Outlook
Analysts have maintained their ₱2,000 price target for PLDT, noting that higher assumed revenue growth and a lower profit margin outlook are balanced by a slightly higher future P/E multiple. What's in the News The Board of Directors will meet on February 26, 2026 to consider and approve a cash dividend declaration on PLDT common stock, the audited consolidated financial statements for the year ended December 31, 2025, and the appointment of Juancho Paolo L.Mise à jour de l'analyse • Mar 27
TEL: Future Dividends And Governance Changes Will Keep Upside In Check
Analysts have lifted their price target for PLDT from ₱1,226 to about ₱1,251, reflecting updated forecasts that point to higher revenue, a stronger profit margin and a lower assumed future P/E multiple. What's in the News The board approved a regular cash dividend of ₱46.00 per common share, with payment scheduled for April 16, 2026, to shareholders on record as of March 26, 2026 (company board disclosure).Mise à jour de l'analyse • Mar 12
TEL: Higher Margins And Dividends Will Support Stronger Future Earnings
Analysts have kept their ₱2,000 price target for PLDT unchanged, citing slightly lower assumed discount rates, more conservative revenue growth expectations, and somewhat higher forecast profit margins and future P/E as the main factors supporting their stable view. What's in the News The Board of Directors declared a regular cash dividend of ₱46.00 per common share, payable on April 16, 2026 to holders of record as of March 26, 2026 (Board meeting held on February 26, 2026).Mise à jour de l'analyse • Feb 26
TEL: Steady Fair Value And Board Moves Will Restrain Future Upside
Analysts have kept their ₱1,226.39 price target for PLDT broadly steady, with small tweaks to revenue growth, profit margin and future P/E assumptions that reflect modestly updated views on the company’s earnings profile and valuation. What's in the News A board meeting is scheduled for Feb 26, 2026 to consider a cash dividend declaration on PLDT common stock, approval of audited consolidated financial statements for the year ended Dec 31, 2025, and the appointment of Juancho Paolo L.Mise à jour de l'analyse • Feb 12
TEL: Weaker Margins And Management Uncertainty Will Pressure Future Returns
Analysts have made a marginal trim to their PLDT fair value estimate to about ₱1,226, reflecting updated views on discount rates, revenue growth assumptions and future P/E, while keeping the overall price target effectively unchanged. What's in the News PLDT has scheduled a board meeting on December 2, 2025 to consider the appointment of officers and the extension of employment of an officer, which could affect senior management continuity and governance.Mise à jour de l'analyse • Jan 09
TEL: Fair Outlook Will Balance Lower Margins With Board Governance Decisions
Analysts have nudged their price target for PLDT higher from ₱1,200.00 to about ₱1,226.62, citing updated assumptions that include a lower discount rate, slightly different revenue growth and profit margin inputs, and a revised future P/E of roughly 10.38x. What's in the News Board meeting scheduled for November 11, 2025, to consider the unaudited consolidated financial results for the nine months ended September 30, 2025 (Key Developments).Mise à jour de l'analyse • Dec 26
TEL: Improved Operating Leverage Will Drive Stronger Earnings And Share Price
Analysts have modestly raised their price target on PLDT by refining assumptions on long term revenue growth and profit margins, while keeping fair value anchored at PHP 2,000.00, as they see slightly better operating leverage and earnings visibility. What's in the News Board meeting scheduled for December 2, 2025, to consider the appointment of officers and the extension of employment of an officer (company filing) Board meeting set for November 11, 2025, to review unaudited consolidated financial results for the nine months ended September 30, 2025 (company filing) Valuation Changes Fair Value: Unchanged at ₱2,000.00 per share, indicating no revision to the target price despite updated assumptions.Mise à jour de l'analyse • Dec 12
TEL: Lower Risk Profile And Margins Will Drive Stronger Future Performance
Analysts have trimmed their price target for PLDT from PHP 2,070 to PHP 2,000. This reflects a balanced view that slightly stronger revenue growth and improved profit margins are partly offset by a lower future price-to-earnings multiple and adjusted discount rate assumptions.
Mise à jour de l'analyse • Aug 28
Philippines Digital Expansion And 5G Adoption Will Unlock Value
The marginal decline in PLDT's consensus revenue growth forecast has weighed on sentiment, resulting in a slight reduction of the analyst price target from ₱1689 to ₱1664. What's in the News PLDT plans to reduce its capital expenditures, targeting a capex intensity of around 30%-32% of service revenues, with 2026 capex guided to the PHP 50–60 billion range and potential for further reductions depending on market conditions.
Nouvelle analyse • Dec 10
Data Center Expansion And FinTech Ventures To Boost Revenue Growth And Enhance Net Margins
Strategic investments in mobile data, fiber, and data centers are expected to drive revenue growth and capture enterprise market opportunities.PDG
Manny Pangilinan (79 yo)
2.3yrs
Titularisation
₱5,875,000
Compensation
Mr. Manuel Velez Pangilinan, also known as Manny, serves as Director since December 22, 2023 at Axelum Resources Corp. He has been Chairman of SP New Energy Corporation since 2023. He had been President an...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.3yrs | ₱5.88m | 0.17% ₱ 459.8m | |
| Senior VP | 4.3yrs | ₱3.75m | 0.013% ₱ 33.7m | |
| Senior VP | 3yrs | pas de données | pas de données | |
| Executive VP | 1.7yrs | pas de données | 0.0037% ₱ 9.9m | |
| First VP & Chief Information Security Officer | no data | pas de données | pas de données | |
| Vice President & Investor Relations Head | 1.5yrs | pas de données | pas de données | |
| First VP & Chief Legal Counsel | 1.3yrs | pas de données | 0.00011% ₱ 292.6k | |
| Senior VP & Chief People Officer | 7.2yrs | pas de données | 0.0024% ₱ 6.3m | |
| Head of Business Transformation Office & Leadership Transition Officer | 26.3yrs | pas de données | 0.0083% ₱ 22.1m | |
| First Vice President | no data | pas de données | 0.0013% ₱ 3.3m | |
| First VP & Chief Sustainability Officer | 4.5yrs | pas de données | 0.0019% ₱ 4.9m | |
| First Vice President | less than a year | pas de données | 0.0014% ₱ 3.8m |
2.7yrs
Durée moyenne de l'emploi
62.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de TEL est considérée comme expérimentée (ancienneté moyenne 2.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 27.5yrs | ₱5.88m | 0.17% ₱ 459.8m | |
| Senior VP | 3yrs | ₱3.75m | 0.013% ₱ 33.7m | |
| Executive VP | less than a year | pas de données | 0.0037% ₱ 9.9m | |
| Director | 4.9yrs | ₱3.25m | 0.0014% ₱ 3.7m | |
| Non-Executive Director | 27.5yrs | ₱5.38m | 0.021% ₱ 55.1m | |
| Non-Executive Director | 39.9yrs | ₱2.50m | 0.025% ₱ 66.1m | |
| Member of Advisory Committee | 18.9yrs | pas de données | pas de données | |
| Member of Advisory Committee | 18.9yrs | pas de données | pas de données | |
| Non-Executive Director | 14.5yrs | ₱6.88m | 0.45% ₱ 1.2b | |
| Lead Independent Director | 13.1yrs | ₱5.75m | 0.0036% ₱ 9.6m | |
| Independent Director | 10.7yrs | ₱6.13m | 0% ₱ 0 | |
| Independent Director | 4.9yrs | ₱5.75m | 0.00069% ₱ 1.8m |
13.8yrs
Durée moyenne de l'emploi
68.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la TEL est chevronné et expérimenté ( 13.8 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/09 19:37 |
| Cours de l'action en fin de journée | 2026/05/08 00:00 |
| Les revenus | 2025/12/31 |
| 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 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
PLDT Inc. est couverte par 22 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.
| Analyste | Institution |
|---|---|
| Emeterio Gonzales | BofA Global Research |
| Eunice Dolatre | CGS International |
| Bertram Lai | CGS International |