TF1 Gestione
Criteri Gestione verificati 3/4
TF1 Il CEO è Rodolphe Belmer, nominato in Oct2022, e ha un mandato di 3.58 anni. la retribuzione annua totale è € 2.61M, composta da 35.3% di stipendio e 64.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.001% delle azioni della società, per un valore di € 10.14K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.7 anni e 4.6 anni.
Informazioni chiave
Rodolphe Belmer
Amministratore delegato
€2.6m
Compenso totale
| Percentuale dello stipendio del CEO | 35.27% |
| Mandato del CEO | 3.6yrs |
| Proprietà del CEO | 0.0007% |
| Durata media del management | 5.7yrs |
| Durata media del Consiglio di amministrazione | 4.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 02
TFI: Future P/E Reset Will Support Dividend Led Upside Potential
TF1's analyst price target has been reset lower from about €9.72 to €8.15 as analysts factor in reduced fair value estimates and lower future P/E assumptions, along with recent target cuts and a downgrade that reference the company's positioning in European media. Analyst Commentary Recent research points to a series of price target resets for TF1, with JPMorgan and other firms revising their views as they reassess valuation assumptions and sector risks.
Aggiornamento della narrazione • Apr 17
TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating
Narrative Update on TF1 The analyst price target for TF1 has shifted to a range anchored by recent cuts from €12.40 to €9.90 and then to €9.60, as analysts factor in weaker relative positioning in European media and reassess valuation assumptions, including P/E expectations and margin sustainability. Analyst Commentary Recent Street research on TF1 highlights a mix of cautious and constructive views, with price targets shifting as analysts reassess the company’s positioning in European media and revisit assumptions around margins and P/E levels.
Aggiornamento della narrazione • Apr 03
TFI: Dividend Commitment Will Face Pressure From Softer European Media Position
Analyst price targets on TF1 have been revised lower toward €7, with the shift reflecting a more cautious view on the group's position in European media and its earnings outlook, as highlighted in recent research downgrades and target cuts. Analyst Commentary Recent research on TF1 has shifted toward a more cautious tone, with several bearish analysts reducing ratings and cutting price targets closer to €7.Aggiornamento della narrazione • Mar 20
TFI: Dividend Commitment And Overweight Rating Will Support Bullish Re Rating
Analysts have trimmed their fair value estimate for TF1 to €10.00 from €12.40, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research on TF1 has shifted more cautious overall, with cuts to fair value and ratings.Aggiornamento della narrazione • Mar 05
TFI: Dividend Pledge Will Be Tested By Softer Media Positioning
TF1's analyst price target has shifted down to around €7, with analysts pointing to the stock's weaker relative positioning in European media, as well as updated assumptions on revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent research updates on TF1 have leaned more cautious, with several bearish analysts cutting price targets and reassessing where the shares should trade relative to the broader European media peer group.Aggiornamento della narrazione • Feb 19
TFI: Dividend Commitment Will Face Test From Softer Margins And Advertising Risks
Analysts have trimmed their price target on TF1 from €7.90 to €7.30, citing weaker assumptions for revenue growth and profit margins, along with a higher expected P/E multiple. Analyst Commentary Bearish analysts are turning more cautious on TF1, with at least one research house moving to a more negative stance on the shares and cutting its price target.Aggiornamento della narrazione • Feb 05
TFI: Higher Future P/E Will Support Repriced Earnings Upside Potential
Analysts have trimmed their fair value estimate for TF1 from €10.13 to €9.72, pointing to softer revenue expectations, a lower projected profit margin, and a higher future P/E multiple as key drivers behind the reduced price target. Analyst Commentary Bullish Takeaways Bullish analysts still see support for TF1's revised fair value of €9.72, suggesting that the current valuation already reflects softer revenue expectations and tighter profit assumptions.Aggiornamento della narrazione • Jan 22
TFI: Higher Future P/E Assumptions Will Drive Bullish Re Rating
Analysts have trimmed their price target on TF1 to €12.40, reflecting updated assumptions for slightly lower revenue growth, a meaningfully lower profit margin profile, and a higher future P/E multiple, in part following more cautious recent research commentary on the shares. Analyst Commentary Recent research has grown more cautious on TF1, with some price targets adjusted to reflect expectations for softer revenue trends and profitability.Aggiornamento della narrazione • Jan 08
TFI: Stable Assumptions And P/E Will Support Bullish Upside Potential
Analysts have kept their TF1 price target broadly steady at about €10.13, reflecting only marginal tweaks to assumptions on revenue growth, profit margins and future P/E that do not materially change their overall view of the shares. Valuation Changes Fair Value: Kept unchanged at about €10.13 per share, indicating no revision to the central valuation estimate.Aggiornamento della narrazione • Dec 24
TFI: Margin Upside And Cost Control Will Drive Bullish Re-Rating
Analysts have nudged their fair value estimate for TF1 down slightly to EUR 12.40 from EUR 13.50, despite a higher EUR 13.70 Street price target. This reflects modestly softer long term revenue growth assumptions, partly offset by a slightly improved profit margin outlook and a lower future P E multiple.Articolo di analisi • Dec 12
We Think TF1 (EPA:TFI) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Aggiornamento della narrazione • Dec 10
TFI: Raised EUR 13.70 Outlook Will Rely On Stronger Cash Generation
Analysts have modestly raised their fair value estimate for TF1 to EUR 13.70 from EUR 13.50, reflecting slightly higher long term valuation expectations despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent commentary has highlighted a cautiously constructive stance on TF1.Articolo di analisi • Nov 02
Analysts Have Made A Financial Statement On TF1 SA's (EPA:TFI) Third-Quarter Report
Shareholders might have noticed that TF1 SA ( EPA:TFI ) filed its quarterly result this time last week. The early...Articolo di analisi • Aug 27
Should You Think About Buying TF1 SA (EPA:TFI) Now?
While TF1 SA ( EPA:TFI ) might not have the largest market cap around , it saw significant share price movement during...Articolo di analisi • Jul 22
TF1 (EPA:TFI) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Apr 11
TF1 (EPA:TFI) Is Paying Out A Larger Dividend Than Last Year
The board of TF1 SA ( EPA:TFI ) has announced that it will be paying its dividend of €0.60 on the 28th of April, an...Articolo di analisi • Mar 26
There Is A Reason TF1 SA's (EPA:TFI) Price Is Undemanding
When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...Articolo di analisi • Mar 08
Is It Time To Consider Buying TF1 SA (EPA:TFI)?
TF1 SA ( EPA:TFI ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in the...Articolo di analisi • Feb 18
TF1 SA (EPA:TFI) Annual Results: Here's What Analysts Are Forecasting For This Year
Investors in TF1 SA ( EPA:TFI ) had a good week, as its shares rose 3.7% to close at €8.07 following the release of its...
Nuova narrazione • Feb 08
Upcoming Releases From Newen Studios Will Broaden Content Offerings And Reach In The Future
TF1+'s growth in digital advertising and content expansion is set to boost revenue and enhance geographic reach.Articolo di analisi • Nov 07
TF1's (EPA:TFI) Performance Is Even Better Than Its Earnings Suggest
TF1 SA's ( EPA:TFI ) earnings announcement last week was disappointing for investors, despite the decent profit...Articolo di analisi • Nov 02
TF1 SA (EPA:TFI) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Last week, you might have seen that TF1 SA ( EPA:TFI ) released its third-quarter result to the market. The early...Articolo di analisi • Jul 28
Analysts Are Updating Their TF1 SA (EPA:TFI) Estimates After Its Half-Yearly Results
Last week saw the newest half-year earnings release from TF1 SA ( EPA:TFI ), an important milestone in the company's...Articolo di analisi • Mar 20
We Think TF1's (EPA:TFI) Solid Earnings Are Understated
TF1 SA's ( EPA:TFI ) recent earnings report didn't offer any surprises, with the shares unchanged over the last week...Articolo di analisi • Feb 24
TF1 (EPA:TFI) Is Increasing Its Dividend To €0.55
TF1 SA ( EPA:TFI ) will increase its dividend from last year's comparable payment on the 24th of April to €0.55. This...Articolo di analisi • Feb 18
TF1 SA (EPA:TFI) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Shareholders of TF1 SA ( EPA:TFI ) will be pleased this week, given that the stock price is up 12% to €8.74 following...Articolo di analisi • Jan 27
TF1 SA's (EPA:TFI) Shares Not Telling The Full Story
When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...Articolo di analisi • Jan 09
Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?
TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth of 15% on the ENXTPA over...Articolo di analisi • Oct 26
These 4 Measures Indicate That TF1 (EPA:TFI) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Sep 28
Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?
TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth in the teens level on the...Articolo di analisi • Jun 22
Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?
While TF1 SA ( EPA:TFI ) might not be the most widely known stock at the moment, it received a lot of attention from a...Articolo di analisi • May 07
TF1 (EPA:TFI) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Apr 05
Télévision Française 1 Société anonyme's (EPA:TFI) Upcoming Dividend Will Be Larger Than Last Year's
Télévision Française 1 Société anonyme's ( EPA:TFI ) dividend will be increasing from last year's payment of the same...Articolo di analisi • Mar 09
Is It Time To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?
Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it saw a double-digit...Articolo di analisi • Feb 18
Télévision Française 1 Société anonyme (EPA:TFI) Is Increasing Its Dividend To €0.50
Télévision Française 1 Société anonyme ( EPA:TFI ) has announced that it will be increasing its dividend from last...Articolo di analisi • Jan 05
Are Investors Undervaluing Télévision Française 1 Société anonyme (EPA:TFI) By 28%?
Key Insights Télévision Française 1 Société anonyme's estimated fair value is €10.3 based on 2 Stage Free Cash Flow to...Articolo di analisi • Oct 19
What Does Télévision Française 1 Société anonyme's (EPA:TFI) Share Price Indicate?
Télévision Française 1 Société anonyme ( EPA:TFI ), might not be a large cap stock, but it received a lot of attention...Articolo di analisi • Sep 28
We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Jul 03
When Should You Buy Télévision Française 1 Société anonyme (EPA:TFI)?
Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...Articolo di analisi • Jun 12
We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Mar 26
Should You Investigate Télévision Française 1 Société anonyme (EPA:TFI) At €9.11?
While Télévision Française 1 Société anonyme ( EPA:TFI ) might not be the most widely known stock at the moment, it saw...Articolo di analisi • Mar 03
Is Télévision Française 1 Société anonyme (EPA:TFI) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 21
Is It Too Late To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?
Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...Articolo di analisi • Nov 29
We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Nov 11
Télévision Française 1 Société anonyme's (EPA:TFI) Intrinsic Value Is Potentially 65% Above Its Share Price
In this article we are going to estimate the intrinsic value of Télévision Française 1 Société anonyme ( EPA:TFI ) by...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | €142m |
| Dec 31 2025 | €3m | €920k | €153m |
| Sep 30 2025 | n/a | n/a | €183m |
| Jun 30 2025 | n/a | n/a | €188m |
| Mar 31 2025 | n/a | n/a | €191m |
| Dec 31 2024 | €3m | €920k | €206m |
| Sep 30 2024 | n/a | n/a | €198m |
| Jun 30 2024 | n/a | n/a | €187m |
| Mar 31 2024 | n/a | n/a | €194m |
| Dec 31 2023 | €3m | €920k | €192m |
| Sep 30 2023 | n/a | n/a | €165m |
| Jun 30 2023 | n/a | n/a | €151m |
| Mar 31 2023 | n/a | n/a | €170m |
| Dec 31 2022 | €1m | €212k | €176m |
Compensazione vs Mercato: La retribuzione totale di Rodolphe ($USD 3.03M ) è superiore alla media delle aziende di dimensioni simili nel mercato French ($USD 1.37M ).
Compensazione vs guadagni: La retribuzione di Rodolphe è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Rodolphe Belmer (56 yo)
3.6yrs
Mandato
€2,608,720
Compensazione
Mr. Rodolphe Belmer serves as Chief Executive Officer of TF1 SA (Formerly, Télévision Française 1 Société anonyme) since October 27, 2022 and also serves as its Chairman of the Board since February 13, 202...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 3.6yrs | €2.61m | 0.00071% € 10.1k | |
| Executive Vice President of Finance & Procurement | 10.3yrs | Nessun dato | Nessun dato | |
| Head of Technologies & Information Systems | 3yrs | Nessun dato | Nessun dato | |
| Head of Financial Communication and Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | 3.3yrs | Nessun dato | Nessun dato | |
| Chief Communications & Brand Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Human Resources & CSR | 3.7yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Content | 10.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of News | 8.7yrs | Nessun dato | Nessun dato | |
| Head of International Advertising | no data | Nessun dato | Nessun dato | |
| Head of External Relations | 7.9yrs | Nessun dato | Nessun dato | |
| Head of Special Features Channels | 7.7yrs | Nessun dato | Nessun dato |
5.7yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di TFI è esperto e expertise (durata media dell'incarico 5.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 3.3yrs | €2.61m | 0.00071% € 10.1k | |
| CEO of Newen Studios & Chairman of Newen Group | no data | Nessun dato | Nessun dato | |
| Independent Director | 4.1yrs | €60.00k | 0.0014% € 20.4k | |
| Non-Independent Director | 13.1yrs | €40.00k | 0.000050% € 714.3 | |
| Non-Voting Director | no data | Nessun dato | 0.010% € 149.0k | |
| Independent Director | 7.1yrs | €50.00k | 0.00024% € 3.4k | |
| Employee Representative Non-Independent Director | 12.1yrs | €40.00k | 0% € 0 | |
| Independent Director | 1.1yrs | €50.16k | 0.00024% € 3.4k | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Representative Director | 6yrs | €30.00k | Nessun dato | |
| Employee Shareholder Representative Director | 5.1yrs | €40.00k | 0% € 0 | |
| Employee Representative Director | 2.1yrs | €40.00k | 0.000010% € 142.9 |
4.6yrs
Durata media
55yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TFI sono considerati esperti (durata media dell'incarico 4.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 22:58 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| 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 |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 guide su come utilizzare i nostri report e 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
TF1 SA è coperta da 22 analisti. 5 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 |
|---|---|
| JULIEN ROCH | Barclays |
| Christophe Cherblanc | Bernstein |
| Annick Maas | Bernstein |