Tele2 Gestione
Criteri Gestione verificati 2/4
Tele2 Il CEO è Jean-Marc Harion, nominato in Nov2024, e ha un mandato di 1.5 anni. la retribuzione annua totale è SEK 29.50M, composta da 29.8% di stipendio e 70.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.002% delle azioni della società, per un valore di SEK 2.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 2 anni.
Informazioni chiave
Jean-Marc Harion
Amministratore delegato
SEK 29.5m
Compenso totale
| Percentuale dello stipendio del CEO | 29.83% |
| Mandato del CEO | 1.5yrs |
| Proprietà del CEO | 0.002% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Apr 30
TEL2 B: Higher Payout Policy And Retail Expansion Will Support Future Returns
Analysts have lifted the average price target for Tele2 by SEK 10 to SEK 225, with recent SEK 7 to SEK 34 target hikes balanced by several downgrades and slightly lower revenue growth and profit margin assumptions, alongside a marginally higher future P/E multiple in updated models. Analyst Commentary Recent Street research on Tele2 shows a split view, with several bullish analysts lifting price targets while others turn more cautious or downgrade their ratings.Aggiornamento della narrazione • Apr 16
TEL2 B: Elevated Payout Policy Will Drive Future Return Profile
The analyst price target for Tele2 has been raised from SEK 210.00 to SEK 225.00. This change reflects updated views from analysts who are weighing mixed recent research, including several downgrades alongside selective target increases around the sector.
Aggiornamento della narrazione • Apr 02
TEL2 B: Limited Upside Will Constrain Returns Despite Supportive Capital Actions
The analyst price target for Tele2 has increased by about SEK 6 to SEK 170, reflecting recent mixed research updates in which some analysts raised their targets while others became more cautious on the stock’s upside potential. Analyst Commentary Recent research on Tele2 presents a split picture, with some bullish analysts lifting price targets and others turning more cautious or stepping back from high conviction ratings.Aggiornamento della narrazione • Mar 19
TEL2 B: Mixed Ratings And Rich Dividend Policy Will Shape Returns
Analysts now place Tele2's fair value at about SEK 210, up from SEK 200, as they weigh slightly higher long term revenue growth, profit margins and future P/E expectations against a mixed set of recent price target revisions and rating changes across the Street. Analyst Commentary Recent Street research provides a mixed but generally constructive view on Tele2, with some firms trimming price targets or shifting ratings, while others see enough support to justify higher valuation levels.Aggiornamento della narrazione • Mar 05
TEL2 B: Mixed Street Views And High Dividend Will Shape Returns
The analyst fair value estimate for Tele2 has moved from SEK 190 to SEK 200. This reflects mixed recent price target changes from several banks and adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E multiples by analysts.Articolo di analisi • Feb 13
Tele2 AB (publ)'s (STO:TEL2 B) 25% Price Boost Is Out Of Tune With Earnings
The Tele2 AB (publ) ( STO:TEL2 B ) share price has done very well over the last month, posting an excellent gain of...
Aggiornamento della narrazione • Feb 04
TEL2 B: Rich P/E And Dividend Payout Will Likely Limit Future Upside
The analyst price target for Tele2 has increased from SEK 122.0 to approximately SEK 128.4, reflecting updated views from analysts who have recently adjusted their targets in both directions based on revised expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates around Tele2 show a mix of views, with some analysts raising their targets and others trimming them by small amounts.Articolo di analisi • Feb 01
Tele2's (STO:TEL2 B) Dividend Will Be Increased To SEK5.25
Tele2 AB (publ) ( STO:TEL2 B ) will increase its dividend from last year's comparable payment on the 25th of May to...Articolo di analisi • Jan 31
Tele2 AB (publ) (STO:TEL2 B) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year
As you might know, Tele2 AB (publ) ( STO:TEL2 B ) recently reported its yearly numbers. Tele2 reported in line with...Aggiornamento della narrazione • Jan 21
TEL2 B: Sector Mergers Will Drive Near-Term Outperformance With Stable Fairly Priced Outlook
Analysts have nudged their fair value estimate for Tele2 to SEK164.33 from SEK161.63 as small tweaks to assumptions on long term revenue growth, profit margin and future P/E filter through their models. Valuation Changes The fair value estimate has increased modestly from SEK161.63 to SEK164.33 per share.Aggiornamento della narrazione • Jan 07
TEL2 B: Lower Revenue Assumptions Will Likely Cap Upside At Current Levels
Analysts have revised their price target on Tele2 to SEK 122.0. This reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: Unchanged at SEK 122.0 per share.Articolo di analisi • Dec 30
Here's Why Tele2 (STO:TEL2 B) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Articolo di analisi • Dec 17
Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B)
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 21x, you may consider Tele2...Aggiornamento della narrazione • Dec 15
TEL2 B: Merger Driven Upside Will Likely Disappoint At Current Levels
Analysts have raised their price target on Tele2 to SEK 190, reflecting stronger expected revenue growth, higher profit margins, and a richer merger-driven outlook for telecom operators compared to previous forecasts. Analyst Commentary The latest upgrade to Outperform with a SEK 190 price target underscores a more constructive stance on Tele2's ability to benefit from sector consolidation and merger related synergies.Articolo di analisi • Dec 03
Returns At Tele2 (STO:TEL2 B) Are On The Way Up
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Aggiornamento della narrazione • Dec 01
TEL2 B: Sector Mergers Will Drive Near-Term Outperformance Amid Fair Valuation
Analysts have raised their price target for Tele2 from SEK 161.02 to SEK 161.63, citing expectations of favorable industry conditions and improved margins, which they believe could support near-term share performance. Analyst Commentary Recent analyst activity reflects evolving sentiment on Tele2, with upward revisions and renewed attention to potential sector tailwinds.Aggiornamento della narrazione • Nov 17
TEL2 B: Sector Mergers Will Shape Near-Term Outperformance Amid Stable Outlook
Narrative Update on Tele2 Analysts have revised Tele2's fair value price target to SEK 161.02, maintaining their outlook as positive in light of recent sector upgrades and expectations that upcoming telecom mergers will drive outperformance. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded Tele2's rating, reflecting increased confidence in the company's growth prospects.Aggiornamento della narrazione • Nov 03
TEL2 B: Sector Mergers And Baltic Tower Deal Will Shape Outlook
Tele2's analyst price target has been raised from SEK 160 to SEK 161.02, as analysts cite expectations of revenue growth and improved profit margins due to anticipated sector consolidation. Analyst Commentary Following recent sector reviews, analysts have updated their views on Tele2, highlighting both encouraging prospects and areas of caution regarding the company's path forward.Aggiornamento della narrazione • Oct 20
Digitalization And 5G Will Shape Future Connectivity Markets
Analysts have raised their fair value estimate for Tele2 from SEK 159.26 to SEK 160.00. They cite anticipated benefits from industry mergers expected to boost performance in the near term.Aggiornamento della narrazione • Oct 05
Digitalization And 5G Will Shape Future Connectivity Markets
Analysts have raised their price target for Tele2 from SEK 154 to SEK 159, citing expectations of higher profit margins and improved shareholder returns as key drivers for the upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades reflect confidence in Tele2's ability to capture near-term outperformance, especially in the wake of potential telecom sector mergers.Aggiornamento della narrazione • Sep 20
Digitalization And 5G Will Shape Future Connectivity Markets
Analysts have raised Tele2’s price target to SEK153.98, driven by improved shareholder return catalysts and operational stability, though some reservations persist among bearish analysts. Analyst Commentary Bullish analysts cite improved shareholder return catalysts as a key reason for increased optimism.Aggiornamento della narrazione • Sep 05
Digitalization And 5G Will Shape Future Connectivity Markets
Analysts have turned more optimistic on Tele2 due to enhanced shareholder return catalysts and improved confidence in capital allocation, leading to upward price target revisions, with the consensus Analyst Price Target remaining effectively unchanged at SEK152.14. Analyst Commentary Bullish analysts highlight enhanced shareholder return catalysts as a key reason for an upgraded outlook.Articolo di analisi • Aug 31
Are Investors Undervaluing Tele2 AB (publ) (STO:TEL2 B) By 26%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Tele2 fair value estimate is kr226 Tele2's kr167 share price...Articolo di analisi • Jul 30
Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B) After Shares Rise 35%
Tele2 AB (publ) ( STO:TEL2 B ) shareholders have had their patience rewarded with a 35% share price jump in the last...Articolo di analisi • Jul 12
We Like These Underlying Return On Capital Trends At Tele2 (STO:TEL2 B)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Articolo di analisi • Jun 26
Tele2's (STO:TEL2 B) Dividend Will Be Reduced To SEK3.15
Tele2 AB (publ) ( STO:TEL2 B ) is reducing its dividend from last year's comparable payment to SEK3.15 on the 15th of...Articolo di analisi • Jun 10
Tele2 (STO:TEL2 B) Is Reducing Its Dividend To SEK3.15
Tele2 AB (publ) ( STO:TEL2 B ) has announced that on 15th of October, it will be paying a dividend ofSEK3.15, which a...Articolo di analisi • May 27
Tele2's (STO:TEL2 B) Shareholders Will Receive A Smaller Dividend Than Last Year
Tele2 AB (publ)'s ( STO:TEL2 B ) dividend is being reduced from last year's payment covering the same period to SEK3.15...
Nuova narrazione • Nov 30
Unified IT Stack And 5G Expansion Set To Elevate Revenue And Drive Competitive Edge
Unified IT stack and 5G expansion enhance customer experience, competitive position, and revenue through improved offerings and service expansion.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | SEK 10b |
| Dec 31 2025 | SEK 30m | SEK 9m | SEK 5b |
| Sep 30 2025 | n/a | n/a | SEK 4b |
| Jun 30 2025 | n/a | n/a | SEK 4b |
| Mar 31 2025 | n/a | n/a | SEK 4b |
| Dec 31 2024 | SEK 11m | SEK 1m | SEK 4b |
Compensazione vs Mercato: La retribuzione totale di Jean-Marc ($USD 3.17M ) è circa la media per le aziende di dimensioni simili nel mercato Swedish ($USD 3.18M ).
Compensazione vs guadagni: La retribuzione di Jean-Marc è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Jean-Marc Harion (64 yo)
1.5yrs
Mandato
SEK 29,500,000
Compensazione
Mr. Jean-Marc Harion was President of the Management Board and Chief Executive Officer of P4 Sp. z o.o. until November 10, 2024. He serves as Director at Tele2 AB (publ) since May 15, 2024 and as its Presi...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 1.5yrs | SEK 29.50m | 0.0022% SEK 2.8m | |
| EVP, Chief Commercial Officer & Deputy CEO Sweden | less than a year | SEK 469.21k | 0.00022% SEK 273.6k | |
| Head of Financial Reporting & Operations | 1.3yrs | Nessun dato | 0.0026% SEK 3.2m | |
| Executive VP | 1.5yrs | Nessun dato | 0.0017% SEK 2.1m | |
| Head of Investor Relations | 3.3yrs | Nessun dato | Nessun dato | |
| Director of Legal Affairs & Corporate Management | 4.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Corporate Communications & Sustainability | 3.3yrs | Nessun dato | 0.0029% SEK 3.6m | |
| EVP & Chief People Officer | 1.3yrs | Nessun dato | 0.00079% SEK 982.6k | |
| Chief Operations Officer of Tele2 | no data | Nessun dato | Nessun dato | |
| Chief Technology Officer of Tele2 Russia | 7.8yrs | Nessun dato | Nessun dato | |
| Advisor | 6.7yrs | Nessun dato | Nessun dato | |
| Head of External Communications | no data | Nessun dato | Nessun dato |
2.4yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di TEL2 B è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2yrs | SEK 29.50m | 0.0022% SEK 2.8m | |
| Director | 1yr | SEK 939.00k | 0.00019% SEK 236.3k | |
| Chairman of the Board | 2.3yrs | SEK 1.45m | 0.0037% SEK 4.7m | |
| Director | no data | Nessun dato | Nessun dato | |
| Independent Director | 5.1yrs | SEK 745.13k | 0.00075% SEK 932.9k | |
| Director | no data | Nessun dato | Nessun dato | |
| Director | 2yrs | SEK 784.12k | 0.00080% SEK 995.0k |
2.0yrs
Durata media
52.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di TEL2 B non è considerato esperto (durata media del mandato 2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 01:27 |
| Prezzo dell'azione a fine giornata | 2026/05/26 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
Tele2 AB (publ) è coperta da 34 analisti. 15 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 |
|---|---|
| null null | ABG Sundal Collier |
| Jonathan Dann | Barclays |
| Maurice Patrick | Barclays |