PLDT Gestione
Criteri Gestione verificati 3/4
PLDT Il CEO è Manny Pangilinan, nominato in Jan2024, ha un mandato di 2.33 anni. possiede direttamente 0.17% delle azioni della società, per un valore di ₱ 440.75M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.7 anni e 13.8 anni.
Informazioni chiave
Manny Pangilinan
Amministratore delegato
₱5.9m
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 2.7yrs |
| Durata media del Consiglio di amministrazione | 13.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.AMMINISTRATORE DELEGATO
Manny Pangilinan (79 yo)
2.3yrs
Mandato
₱5,875,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | ₱5.88m | 0.17% ₱ 440.8m | |
| Senior VP | 4.3yrs | ₱3.75m | 0.013% ₱ 32.3m | |
| Senior VP | 3yrs | Nessun dato | Nessun dato | |
| Executive VP | 1.7yrs | Nessun dato | 0.0037% ₱ 9.5m | |
| First VP & Chief Information Security Officer | no data | Nessun dato | Nessun dato | |
| Vice President & Investor Relations Head | 1.5yrs | Nessun dato | Nessun dato | |
| First VP & Chief Legal Counsel | 1.3yrs | Nessun dato | 0.00011% ₱ 280.4k | |
| Senior VP & Chief People Officer | 7.2yrs | Nessun dato | 0.0024% ₱ 6.1m | |
| Head of Business Transformation Office & Leadership Transition Officer | 26.3yrs | Nessun dato | 0.0083% ₱ 21.2m | |
| First Vice President | no data | Nessun dato | 0.0013% ₱ 3.2m | |
| First VP & Chief Sustainability Officer | 4.5yrs | Nessun dato | 0.0019% ₱ 4.7m | |
| First Vice President | less than a year | Nessun dato | 0.0014% ₱ 3.6m |
2.7yrs
Durata media
62.5yo
Età media
Gestione esperta: Il team dirigenziale di TEL è considerato esperto (durata media dell'incarico 2.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 27.5yrs | ₱5.88m | 0.17% ₱ 440.8m | |
| Senior VP | 3yrs | ₱3.75m | 0.013% ₱ 32.3m | |
| Executive VP | less than a year | Nessun dato | 0.0037% ₱ 9.5m | |
| Director | 4.9yrs | ₱3.25m | 0.0014% ₱ 3.5m | |
| Non-Executive Director | 27.5yrs | ₱5.38m | 0.021% ₱ 52.8m | |
| Non-Executive Director | 39.9yrs | ₱2.50m | 0.025% ₱ 63.4m | |
| Member of Advisory Committee | 18.9yrs | Nessun dato | Nessun dato | |
| Member of Advisory Committee | 18.9yrs | Nessun dato | Nessun dato | |
| Non-Executive Director | 14.5yrs | ₱6.88m | 0.45% ₱ 1.2b | |
| Lead Independent Director | 13.1yrs | ₱5.75m | 0.0036% ₱ 9.2m | |
| Independent Director | 10.7yrs | ₱6.13m | 0% ₱ 0 | |
| Independent Director | 4.9yrs | ₱5.75m | 0.00069% ₱ 1.8m |
13.8yrs
Durata media
68.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di TEL è composto da personale esperto e esperto (durata media dell'incarico 13.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 18:54 |
| Prezzo dell'azione a fine giornata | 2026/05/21 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| 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 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
PLDT Inc. è coperta da 23 analisti. 13 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 |
|---|---|
| Emeterio Gonzales | BofA Global Research |
| Eunice Dolatre | CGS International |
| Bertram Lai | CGS International |