Algonquin Power & Utilities Corp.

Report azionario NYSE:AQN

Capitalizzazione di mercato: US$4.3b

Algonquin Power & Utilities Gestione

Criteri Gestione verificati 1/4

Algonquin Power & Utilities Il CEO è Rod West, nominato in Mar2025, e ha un mandato di 1.33 anni. la retribuzione annua totale è $ 5.55M, composta da 12.9% di stipendio e 87.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.012% delle azioni della società, per un valore di $ 502.49K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.8 anni e 2.3 anni.

Informazioni chiave

Rod West

Amministratore delegato

US$5.6m

Compenso totale

Percentuale dello stipendio del CEO12.86%
Mandato del CEO1.3yrs
Proprietà del CEO0.01%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione2.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • May 13

Algonquin Power: Updating For 2026 With An Upside

Summary Algonquin Power & Utilities Corp. is rated 'Buy' with a $6.50/share price target, reflecting attractive valuation and improving fundamentals. AQN's shift from renewables to a pure regulated utility lowers risk, boosts cash flow visibility, and supports a well-covered 4.45% dividend yield. Recent rate case successes, strong Q1 results, and proactive debt refinancing enhance AQN's stability and growth outlook. Despite limited organic growth, AQN offers 11-17% annualized upside potential, with risk/reward skewed favorably at the current valuation. Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

This Forgotten Utility Is Transforming Before Your Eyes: Algonquin Power

Summary Algonquin Power & Utilities Corp. has torn the company in half, removing the underperforming and over-leveraged non-regulated side of the business. This half generated all the prior excitement but led to the recent calamity. The new CEO needs time to set a clear vision for the company. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Algonquin Power: A Failed Investment Thesis, Updated For 2025-2027E

Summary Algonquin Power has significantly underperformed, with a 50% decline in my small position, but its valuation shows potential upside if held long-term. The company's shift from renewables to a pure-play regulated utility, driven by asset sales, aims to stabilize and de-risk its operations. Despite a 4% yield and a BBB rating, better-valued peers like Enel offer higher stability, yield, and upside, making AQN less attractive. I rate AQN a conservative "Buy" with a $9/share target, emphasizing that asset sales and restructuring are critical for future performance. Read the full article on Seeking Alpha
Seeking Alpha • Oct 27

Algonquin Power: Has Growth Potential, But Patience Will Be Needed

Summary Algonquin is divesting renewable assets to focus on regulated services, aiming for stable profits and dividends. The company’s regulated services are under-earning but expected to improve with new rate approvals, particularly in New York and Bermuda. Algonquin’s financial leverage will decline post-renewables separation, aided by recent dividend cuts. Despite challenges, Algonquin is undervalued, with potential equity growth from pending rate cases and improved operating profits. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

Algonquin Power: On The Right Track, But EPS Pressure Ahead

Summary Algonquin Power's quality assets and well-equipped personnel are overshadowed by its significant debt challenges and low return on assets. The company's financial struggles stem from its founder's accumulation of low-margin power supply contracts without price escalators. The Fed's interest rate hikes are a symptom, not the cause, of AQN's troubles. Moving forward, the critical question is how Algonquin Power can navigate its current financial predicament. Read the full article on Seeking Alpha
Seeking Alpha • Jun 19

Get Paid 7.5% From This Forgotten Utility: Algonquin Power

Summary Algonquin is in the midst of a transformation for the better. It has fallen from grace and sports a 7.5% yield and discounted valuations vs peers. We examine its outlook to see if buying now is worthwhile. Read the full article on Seeking Alpha
Seeking Alpha • Jan 26

Algonquin: Searching For Value After The Collapse, 7.1% Dividend Yield

Summary Algonquin is looking to divest its renewable energy group to address debt and keep its investment-grade credit rating. The utility is currently paying out a 7.1% dividend yield that's 224% covered by adjusted FFO realized during its most recent quarter. A sale of its 42% stake in Atlantica Sustainable Infrastructure would have to be completed against poor stock market conditions for renewables. Read the full article on Seeking Alpha
Seeking Alpha • Nov 26

Algonquin Power's Valuation Gap: Uncovering The Investment Potential

Summary Algonquin Power & Utilities Corp. trades at a discount to utility peers with a solid portfolio of generating assets. The company is focused on simplifying and streamlining its operations. Algonquin is selling its renewable energy business to capture the valuation uplift and secure future investment grade bond ratings. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Algonquin: Billionaire Says Observe Carefully When The Tide Goes Out

Summary Algonquin Power & Utilities Corp. has faced challenges due to high debt and poor capital allocation policy. Valuation entered a buy-zone in the last few days. We go over expected returns and tell you why the 9.6% yield on the preferred shares can be an attractive alternative. Read the full article on Seeking Alpha
Seeking Alpha • Aug 22

Algonquin: Battered By High-Interest Rates, A Strategy Shift Might Be The Answer

Summary Algonquin Power faces challenges from higher interest rates, which resulted in a 40% dividend reduction. The attempted acquisition of Kentucky Power raised regulatory concerns and was canceled due to potential debt escalations. AQN's strategic response involves selling its Renewable Energy Segment to boost financial flexibility. Key risks include regulatory changes, dilution, and influence from activist investors, potentially hastening decisions. Lower interest rates could alleviate financial pressure, allowing AQN to focus on dividends, buybacks, and growth initiatives. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Algonquin: More Challenges Than Upside

Summary AQN's strategic review has resulted in a decision to seek a buyer for its renewable energy segment, driven by the company's precarious financial status. Even after a re-rating of its remaining regulated operations in-line with peers, the company shares do not appear undervalued. I rate AQN shares an avoid. Even if shares do not appear overvalued, investors should look elsewhere or wait for a significantly better entry point. Read the full article on Seeking Alpha
Seeking Alpha • Jul 06

Algonquin: Why We Think It's A "Hold" At Best

Summary Algonquin Power & Utilities' stock has declined by 38% in the last 12 months, partly due to a 40% cut in its dividend in March. The company's higher cost of capital due to increased interest rates has impacted its performance, with interest expenses jumping by $84.2 million (or 40%) from 2021 to 2022. Despite a 6% increase in Q1 2023 revenue, adjusted earnings declined 15% to $119.9 million, indicating higher operating costs, including interest expenses. Because there are higher-quality utilities out there, we rate Algonquin as a "Hold". Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Rod West rispetto agli utili di Algonquin Power & Utilities?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$198m

Dec 31 2025US$6mUS$714k

US$208m

Compensazione vs Mercato: La retribuzione totale di Rod ($USD 5.55M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 6.91M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Rod con le performance aziendali.

AMMINISTRATORE DELEGATO

Rod West (57 yo)

1.3yrs
Mandato
US$5,552,907
Compensazione

Mr. Roderick K. West, also known as Rod, is Chief Executive Officer of Algonquin Power & Utilities Corp. from March 7, 2025 and serves as its Director since March 13, 2025. Mr. West was Group President of...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Roderick West
CEO & Director1.3yrsUS$5.55m0.012%
$ 502.5k
Brian Chin
Vice President of Investor Relationsno dataUS$826.97kNessun dato
Jennifer Tindale
Chief Legal Officer9.4yrsUS$2.06m0.016%
$ 697.5k
Robert Stefani
Chief Financial Officerless than a yearNessun datoNessun dato
Peter Norgeot
Chief Operating Officerless than a yearNessun dato0.014%
$ 608.5k
Stephanie Bose
Senior Director of Corporate Communicationsno dataNessun datoNessun dato
Kristin von Fischer
Chief Human Resources Officerless than a yearNessun datoNessun dato
Amy Walt
Chief Customer Officer1.1yrsNessun datoNessun dato
Ryan Elger
Corporate Secretaryno dataNessun datoNessun dato
Jane Tran
Senior Director of Legal and Business Affairsno dataNessun datoNessun dato
Alison Holditch
Investor Relations Officerno dataNessun datoNessun dato
0.8yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di AQN non è considerato esperto (durata media 0.8 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Roderick West
CEO & Director1.3yrsUS$5.55m0.012%
$ 502.5k
D. Laney
Independent Chair of the Board9.4yrsUS$342.04k0.0041%
$ 173.3k
Dilek Samil
Independent Director11.8yrsUS$271.09kNessun dato
Brett C. Carter
Independent Director2.3yrsUS$263.94k0.00027%
$ 11.5k
Gavin Molinelli
Independent Director1.2yrsUS$153.64kNessun dato
Amee Chande
Independent Director4.1yrsUS$266.02k0.0033%
$ 142.2k
Christopher Lopez
Independent Director2.1yrsUS$250.82k0.00037%
$ 15.8k
David Levenson
Independent Director2.4yrsUS$243.25k0.0081%
$ 343.2k
DeAnn Walker
Independent Director1.1yrsUS$143.63kNessun dato
2.3yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di AQN non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/06 03:08
Prezzo dell'azione a fine giornata2026/07/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

Algonquin Power & Utilities Corp. è coperta da 24 analisti. 8 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
Harshit GuptaAccountability Research Corporation
MacMurray WhaleATB Cormark Historical (Cormark Securities)
Michael LoneganBarclays