Roche Holding Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Thomas Schinecker
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 3.4yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 6.3yrs |
| Durata media del Consiglio di amministrazione | 6.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
ROP: Pipeline Partnerships And Oncology Catalysts Will Shape Measured 2027 Outlook
Analysts have lifted their fair value estimate for Roche Holding to CHF 370.31 from CHF 359.22, citing a combination of visible growth, incremental pipeline contributions including giredestrant, and recent partnership activity. They view these factors as supporting revenue growth assumptions and profit margin resilience, despite a slightly higher discount rate and a modestly lower future P/E multiple.Roche Holding (VTX:ROP) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Investors signalled that they were pleased with Roche Holding AG's ( VTX:ROP ) most recent earnings report. According...
ROP: Partnership Reliance And Pipeline Skepticism Will Likely Restrain Future Upside
Analysts lifted their fair value estimate for Roche Holding, implying a new price target of about CHF 260. They incorporated updated assumptions on revenue growth, margins and P/E following a series of partnership-focused research notes around the company's Nurix collaboration and a recent HSBC rating change.Analyst Estimates: Here's What Brokers Think Of Roche Holding AG (VTX:ROP) After Its Half-Yearly Report
Investors in Roche Holding AG ( VTX:ROP ) had a good week, as its shares rose 7.1% to close at CHF355 following the...ROP: Pipeline Partnerships And Oncology Data Will Shape Balanced Outlook
Analysts have modestly lifted their fair value estimate for Roche Holding to CHF 359.22 from CHF 352.00, citing updated assumptions around revenue growth, profit margins and future P/E, along with mixed but generally constructive readthroughs from recent pipeline and partnership research. Analyst Commentary Recent Street research around Roche Holding points to a mixed but constructive setup, with optimism around specific products and partnerships balanced by more cautious views on the risk and timing of future growth and execution.ROP: External Oncology Collaborations Will Likely Cap Near Term Upside
Analysts have updated their fair value estimate for Roche Holding to CHF 253.81 from CHF 295.00, reflecting refreshed assumptions on revenue growth, margins, and future P/E multiples in light of recent co-development agreements with partners such as Nurix Therapeutics. Analyst Commentary Recent Street research around Roche Holding and its partners gives you a mixed picture, with enthusiasm for the co-development agreements alongside more cautious voices highlighting execution and valuation risks.
Roche is a cash-generating, defensive large-cap pharma, with upside driven by pipeline execution.
Investment Memo – Roche Holding AG (Pharmaceutical Division / “Roche Pharma”) 1. Executive Summary Roche is a leading global pharmaceutical and diagnostics company with a strong focus on oncology, immunology, neuroscience, and rare diseases.
Late Stage Pipeline And Diagnostics Expansion Will Transform Long Term Healthcare Leadership
Catalysts About Roche Holding Roche is a global healthcare company focused on pharmaceuticals and diagnostics across oncology, neurology, immunology, ophthalmology and cardiometabolic diseases. What are the underlying business or industry changes driving this perspective?Late Stage Pipeline And Diagnostics Expansion Will Reshape Long Term Prospects
Catalysts About Roche Holding Roche Holding is a global healthcare company with large pharmaceutical and diagnostics businesses focused on prescription medicines, biologics and lab testing solutions. What are the underlying business or industry changes driving this perspective?Large Late Stage Pipeline And US Investment Will Support Steady Healthcare Demand
Catalysts About Roche Holding Roche Holding is a global healthcare group focused on pharmaceuticals and diagnostics, with a large late stage pipeline and extensive manufacturing and R&D infrastructure. What are the underlying business or industry changes driving this perspective?Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | CHF 12b |
| Mar 31 2026 | n/a | n/a | CHF 13b |
| Dec 31 2025 | n/a | n/a | CHF 13b |
| Sep 30 2025 | n/a | n/a | CHF 11b |
| Jun 30 2025 | n/a | n/a | CHF 9b |
| Mar 31 2025 | n/a | n/a | CHF 9b |
| Dec 31 2024 | n/a | n/a | CHF 8b |
| Sep 30 2024 | n/a | n/a | CHF 9b |
| Jun 30 2024 | n/a | n/a | CHF 11b |
| Mar 31 2024 | n/a | n/a | CHF 11b |
| Dec 31 2023 | n/a | n/a | CHF 11b |
| Sep 30 2023 | n/a | n/a | CHF 11b |
| Jun 30 2023 | n/a | n/a | CHF 11b |
| Mar 31 2023 | n/a | n/a | CHF 12b |
| Dec 31 2022 | CHF 5m | CHF 1m | CHF 12b |
| Sep 30 2022 | n/a | n/a | CHF 14b |
| Jun 30 2022 | n/a | n/a | CHF 15b |
| Mar 31 2022 | n/a | n/a | CHF 14b |
| Dec 31 2021 | CHF 4m | CHF 1m | CHF 14b |
| Sep 30 2021 | n/a | n/a | CHF 14b |
| Jun 30 2021 | n/a | n/a | CHF 14b |
| Mar 31 2021 | n/a | n/a | CHF 14b |
| Dec 31 2020 | CHF 4m | CHF 879k | CHF 14b |
| Sep 30 2020 | n/a | n/a | CHF 14b |
| Jun 30 2020 | n/a | n/a | CHF 13b |
| Mar 31 2020 | n/a | n/a | CHF 13b |
| Dec 31 2019 | CHF 2m | CHF 609k | CHF 13b |
Compensazione vs Mercato: Dati insufficienti per stabilire se la retribuzione totale di Thomas sia ragionevole rispetto ad aziende di dimensioni simili nel mercato Swiss.
Compensazione vs guadagni: La retribuzione di Thomas è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Thomas Schinecker (51 yo)
Dr. Thomas Schinecker serves as Chief Executive Officer at Roche Venture Fund. He is Chairman of the Board of Roche Holdings, Inc. from March 14, 2023. Dr. Schinecker is Director since March 27, 2025 at Ch...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 13.4yrs | CHF 11.48m | 0.032% CHF 94.6m | |
| Group Chief Executive Officer | 3.4yrs | CHF 5.34m | Nessun dato | |
| Chief Financial Officer | 15.3yrs | CHF 6.05m | 0.00087% CHF 2.6m | |
| Chief Digital & Technology Officer | no data | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | 6.3yrs | Nessun dato | Nessun dato | |
| Head of Group Communications | less than a year | Nessun dato | Nessun dato | |
| Chief People Officer | 10.4yrs | CHF 4.25m | Nessun dato | |
| Head of Group Media Relations | no data | Nessun dato | Nessun dato | |
| Head of Corporate Business Development | no data | Nessun dato | Nessun dato | |
| Global Head of Ophthalmology Roche pRED | no data | Nessun dato | Nessun dato | |
| Global Head of Operations & Center Head Roche Pharmaceutical Research and Early Development | no data | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di ROP è esperto e expertise (durata media dell'incarico 6.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 13.4yrs | CHF 11.48m | 0.032% CHF 94.6m | |
| Non-Executive Independent Director | 3.4yrs | Nessun dato | 0.00031% CHF 919.7k | |
| Independent Vice Chairman | 30.6yrs | CHF 400.00k | 3.53% CHF 10.5b | |
| Independent Non Executive Director | 6.4yrs | CHF 360.00k | 0.00050% CHF 1.5m | |
| Non-Executive Independent Director | 11.6yrs | CHF 346.71k | 0% CHF 0 | |
| Non-Executive Independent Director | 9.4yrs | CHF 336.16k | 0.00038% CHF 1.1m | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Non-Executive Independent Director | 6.4yrs | CHF 394.67k | Nessun dato | |
| Independent Non Executive Director | 3.4yrs | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 4.4yrs | CHF 272.50k | Nessun dato |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ROP sono considerati esperti (durata media dell'incarico 6.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 07:09 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Roche Holding AG è coperta da 44 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Gerhard Schwarz | Baader Helvea Equity Research |
| Mark Purcell | Barclays |