The Sage Group plc

Report azionario LSE:SGE

Capitalizzazione di mercato: UK£8.1b

Sage Group Gestione

Criteri Gestione verificati 4/4

Sage Group Il CEO è Steve Hare, nominato in Nov2018, e ha un mandato di 7.5 anni. la retribuzione annua totale è £ 4.56M, composta da 22.6% di stipendio e 77.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.074% delle azioni della società, per un valore di £ 5.98M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5 anni e 5.2 anni.

Informazioni chiave

Steve Hare

Amministratore delegato

UK£4.6m

Compenso totale

Percentuale dello stipendio del CEO22.56%
Mandato del CEO7.5yrs
Proprietà del CEO0.07%
Durata media del management5yrs
Durata media del Consiglio di amministrazione5.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 17

SGE: AI Rollout And Buyback Will Shape Measured Outlook After Cautious Repricing

Analysts have adjusted Sage Group's fair value estimate from about £8.50 to roughly £8.77 per share, aligning with recent price target changes to £11.50 from £13.00 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Sage Group has leaned more cautious, with price targets adjusted to reflect what bearish analysts see as a less generous backdrop for valuation and execution.
Aggiornamento della narrazione May 01

SGE: Mixed Views On AI Rollout And Buyback Will Shape Future Upside

Analysts have trimmed Sage Group's fair value estimate to £8.50 from £9.00, reflecting recent reductions in Street price targets to around £11.50 and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has tilted more cautious on Sage Group, with several Bearish analysts cutting price targets and reassessing the risk and reward trade off.
Aggiornamento della narrazione Apr 16

SGE: Banking Partnerships And Share Buybacks Will Support Future Share Price Upside

Narrative Update The analyst price target for Sage Group has been reduced by £200, with analysts attributing this change to a lower fair value estimate, a reduced future P/E assumption and updated margin expectations. Analyst Commentary Recent research on Sage Group has focused on recalibrating valuation assumptions rather than making wholesale changes to the fundamental story.
Aggiornamento della narrazione Apr 01

SGE: Mixed Research Views And Partnerships Will Shape Future Upside Potential

Analysts have reduced Sage Group's fair value estimate from £9.50 to £9.00. This reflects recent price target revisions from £14.00 to £11.50, along with mixed updates that balance slightly adjusted growth, margin and future P/E assumptions.
Aggiornamento della narrazione Mar 18

SGE: Cloud Partnerships And Buybacks Will Support Durable Long Term Upside

Analysts have trimmed the Sage Group fair value estimate from about £16.20 to roughly £15.22, citing lower price targets such as Citi's move to £11.50 per share, alongside more supportive views from other firms that still regard the company's growth outlook as attractively priced at current levels. Analyst Commentary Recent research shows a mixed but generally constructive tone around Sage Group, with some trimming of upside targets alongside fresh upgrades that point to confidence in the current share price as an entry point.
Aggiornamento della narrazione Mar 04

SGE: Upgrades And Execution Will Shape Future Upside Potential

Analysts have nudged their blended price target for Sage Group to £1,425, up £25, citing what they see as attractively priced growth and slight tweaks to assumptions around the discount rate, revenue growth, margins and future P/E. Analyst Commentary Recent research points to what some analysts see as attractively priced growth for Sage Group at current share levels, with price targets such as £1,425 being cited as consistent with this view.
Aggiornamento della narrazione Feb 18

SGE: Embedded Banking Partnerships Will Support Further Share Price Upside

The analyst price target for Sage Group has been adjusted to £1,250 from £1,350, as analysts refine fair value, discount rate, growth, margin and P/E assumptions in light of recent mixed research that includes both upgrades and a reduced target. Analyst Commentary Recent research on Sage Group reflects a mix of optimism on growth prospects and caution on valuation and execution, which helps explain the adjustment in the consensus price target.
Aggiornamento della narrazione Feb 03

SGE: Mixed Rating Signals And Execution Risks Will Shape Future Fair Value Outlook

The analyst price target for Sage Group has shifted to £12.50 from £13.50, as analysts balance softer assumptions around future P/E with still supportive views on revenue growth, margins and recent upgrades that present current growth as attractively priced and the shares as undervalued. Analyst Commentary Recent Street research shows a mixed but generally constructive stance on Sage Group, with several firms adjusting price targets while reiterating positive views on the business model and revenue profile.
Articolo di analisi Feb 02

Subdued Growth No Barrier To The Sage Group plc's (LON:SGE) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Articolo di analisi Jan 21

Estimating The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£11.44 based on 2 Stage Free Cash Flow to Equity With UK£10.42...
Aggiornamento della narrazione Jan 20

SGE: Durable Model And Capital Returns Will Support Further Share Price Upside

Narrative update on Sage Group The updated analyst price target for Sage Group reflects a modest fair value adjustment to £13.02. Analysts point to recent mixed target changes across £12.50 to £14.25 and differing views on growth, valuation and the durability of its model.
Articolo di analisi Jan 07

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

The Sage Group plc ( LON:SGE ) has announced that it will be increasing its dividend from last year's comparable...
Aggiornamento della narrazione Jan 06

SGE: Mixed Rating Signals And Execution Risks Will Shape Fair Value Outlook

We have trimmed our fair value estimate for Sage Group from £10.50 to £10.00 per share. This reflects analysts' mixed price target revisions around £12.50 to £13.50, which weigh a higher discount rate and slightly lower margin expectations against steady growth assumptions and a more moderate future P/E of about 22.4x.
Articolo di analisi Dec 29

Does Sage Group (LON:SGE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Dec 16

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Aggiornamento della narrazione Dec 15

SGE: Cloud Transition And Buybacks Will Support Durable Long Term Upside

Analysts now set a modestly higher fair value for Sage Group at approximately £16.20 per share, up from about £16.00. This reflects confidence in its durable growth model and recent earnings delivery, even as they factor in slightly slower revenue growth and margin expectations.
Articolo di analisi Dec 06

Analyst Estimates: Here's What Brokers Think Of The Sage Group plc (LON:SGE) After Its Annual Report

The full-year results for The Sage Group plc ( LON:SGE ) were released last week, making it a good time to revisit its...
Aggiornamento della narrazione Dec 01

SGE: Share Buyback and New Dividend Plan Set to Drive Upside

Analysts have revised Sage Group's price target downward from £13.49 to £13.23 per share. This reflects a modest reduction as they incorporate mixed views on growth prospects and recent updates to revenue and discount rate assumptions.
Articolo di analisi Nov 30

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Articolo di analisi Nov 22

The Sage Group plc (LON:SGE) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The Sage Group plc ( LON:SGE ) shareholders are probably feeling a little disappointed, since its shares fell 2.3% to...
Articolo di analisi Nov 12

Returns On Capital At Sage Group (LON:SGE) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Articolo di analisi Sep 13

Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi Sep 01

A Look At The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£10.44 based on 2 Stage Free Cash Flow to Equity Sage Group's...
Articolo di analisi Aug 20

The Sage Group plc's (LON:SGE) Price In Tune With Earnings

LSE:SGE 1 Year Share Price vs Fair Value Explore Sage Group's Fair Values from the Community and select yours The Sage...
Articolo di analisi Jul 27

Here's What To Make Of Sage Group's (LON:SGE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Articolo di analisi Jul 13

Here's Why Sage Group (LON:SGE) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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Nuova narrazione Nov 24

AI Integration And Global Expansion Propel Exciting Revenue Growth And Market Opportunities

Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Steve Hare rispetto agli utili di Sage Group?
DataCompenso totaleStipendioUtili della società
Sep 30 2025UK£5mUK£1m

UK£369m

Jun 30 2025n/an/a

UK£358m

Mar 31 2025n/an/a

UK£347m

Dec 31 2024n/an/a

UK£335m

Sep 30 2024UK£5mUK£904k

UK£323m

Jun 30 2024n/an/a

UK£295m

Mar 31 2024n/an/a

UK£267m

Dec 31 2023n/an/a

UK£239m

Sep 30 2023UK£4mUK£833k

UK£211m

Jun 30 2023n/an/a

UK£210m

Mar 31 2023n/an/a

UK£208m

Dec 31 2022n/an/a

UK£234m

Sep 30 2022UK£3mUK£803k

UK£260m

Jun 30 2022n/an/a

UK£276m

Mar 31 2022n/an/a

UK£291m

Dec 31 2021n/an/a

UK£288m

Sep 30 2021UK£3mUK£785k

UK£285m

Jun 30 2021n/an/a

UK£259m

Mar 31 2021n/an/a

UK£232m

Dec 31 2020n/an/a

UK£271m

Sep 30 2020UK£2mUK£781k

UK£310m

Jun 30 2020n/an/a

UK£323m

Mar 31 2020n/an/a

UK£336m

Dec 31 2019n/an/a

UK£301m

Sep 30 2019UK£2mUK£765k

UK£266m

Compensazione vs Mercato: La retribuzione totale di Steve ($USD 6.13M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 6.97M ).

Compensazione vs guadagni: La retribuzione di Steve è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Steve Hare (64 yo)

7.5yrs
Mandato
UK£4,562,000
Compensazione

Mr. Stephen Hare, also known as Steve, BA, ACA, B.com, is Non-Executive Director of Sainsbury's Supermarkets Ltd from July 3, 2025. Mr. Hare is Independent Non-Executive Director of J Sainsbury plc from Ju...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Stephen Hare
CEO & Executive Director7.5yrsUK£4.56m0.074%
£ 6.0m
Jacqui Cartin
Executive VPless than a yearNessun dato0.000040%
£ 3.2k
Aaron Harris
Chief Technology Officer7.1yrsNessun dato0.030%
£ 2.4m
James Sandford
Vice President of Investor Relationsno dataNessun datoNessun dato
Victoria Bradin
General Counsel & Company Secretary9.6yrsNessun dato0.016%
£ 1.3m
Amanda Cusdin
Chief People Officer8.6yrsNessun dato0.017%
£ 1.4m
Rainer Downar
Managing Director of Central Europeno dataNessun datoNessun dato
Derk Bleeker
Chief Commercial Officer4.6yrsNessun dato0.029%
£ 2.3m
Amy Lawson
Chief Brand & Corporate Affairs Officer5.3yrsNessun dato0.012%
£ 940.7k
Mark Hickman
Managing Director of North America2.2yrsNessun datoNessun dato
Simon Longbottom
Chief Growth Officerless than a yearNessun dato0.0015%
£ 123.3k
Krish Vitaldevara
Chief Product Officerno dataNessun datoNessun dato
5.0yrs
Durata media
48yo
Età media

Gestione esperta: Il team dirigenziale di SGE è considerato esperto (durata media dell'incarico 5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Stephen Hare
CEO & Executive Director12.3yrsUK£4.56m0.074%
£ 6.0m
Jacqui Cartin
Executive VPno dataNessun dato0.000040%
£ 3.2k
Andrew Duff
Independent Non-Executive Chairman5yrsUK£454.00k0.0015%
£ 117.7k
John Bates
Independent Non-Executive Director7yrsUK£90.00k0.0058%
£ 464.3k
Lori Mitchell-Keller
Independent Non-Executive Director1.3yrsUK£60.00k0.0011%
£ 89.5k
Annette Court
Senior Independent Non-Executive Director7.1yrsUK£120.00k0.00081%
£ 65.3k
Derek Harding
Independent Non-Executive Director5.2yrsUK£86.00k0.0022%
£ 179.8k
Jonathan Michael Bewes
Independent Non-Executive Director7.1yrsUK£107.00k0.0011%
£ 89.5k
Roisin Jane Donnelly
Independent Non-Executive Director3.3yrsUK£103.00k0.0011%
£ 89.5k
Maggie Jones
Independent Non-Executive Director3.4yrsUK£96.00k0.0011%
£ 89.5k
5.2yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SGE sono considerati esperti (durata media dell'incarico 5.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 12:41
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/09/30
Utili annuali2025/09/30

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

The Sage Group plc è coperta da 37 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.

AnalistaIstituzione
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays