Absa Group Limited

Report azionario JSE:ABG

Capitalizzazione di mercato: R181.7b

Absa Group Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Kenny Fihla

Amministratore delegato

R148.0m

Compenso totale

Percentuale dello stipendio del CEO3.85%
Mandato del CEO1.1yrs
Proprietà del CEOn/a
Durata media del management2.9yrs
Durata media del Consiglio di amministrazione4.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa Jun 17

ABG: Dividend Payout And Digital Remittances Will Support Future Upside Potential

Analysts have slightly adjusted their fair value estimate for Absa Group, trimming the price target from ZAR269.19 to ZAR268.75 as they refine assumptions around discount rates, profit margins and future P/E expectations. What’s in the News for Absa Group No recent Absa Group news items were identified in the provided sources, so investors may need to rely on the latest company filings, official announcements or exchange disclosures for current updates.
Aggiornamento narrativa Jun 03

ABG: Dividend Payout And Digital Remittances Will Support Future Upside Potential

Analysts have adjusted their price target on Absa Group slightly lower to reflect an updated fair value of about ZAR269.19, with modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Absa Group declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026, ex dividend on 22 April 2026, a record date of 24 April 2026, and payment on 28 April 2026.
Aggiornamento narrativa Apr 28

ABG: Dividend Strength And Digital Remittances Will Support Future Upside Potential

Analysts have kept Absa Group's fair value estimate broadly unchanged at about ZAR273.25 per share, reflecting only marginal tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E. What's in the News Declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026, ex-dividend date on 22 April 2026, record date on 24 April 2026, and payment on 28 April 2026 (Key Developments).
Aggiornamento narrativa Apr 10

ABG: Dividend Outlook And Digital Payments Expansion Will Shape Future Returns

Analysts have slightly raised their Absa Group price target to about ZAR273.25 from ZAR271.91, reflecting updated inputs on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Absa Group declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026 and payment scheduled for 28 April 2026 (company announcement).
Aggiornamento narrativa Mar 27

ABG: Dividend Strength And Higher P/E Expectations Will Support Future Upside

Analysts have adjusted their price target for Absa Group to ZAR271.91 from ZAR265.05, reflecting updated assumptions on revenue growth, profit margin, and a slightly higher future P/E multiple. What's in the News Absa Group declared a final ordinary dividend of 850 cents per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026 and payment scheduled for 28 April 2026 (Key Developments).
Aggiornamento narrativa Mar 12

ABG: Dividend Momentum And Higher Profitability Assumptions Will Support Future Upside

Analysts have modestly adjusted their fair value price target for Absa Group to ZAR265.05. This reflects updated assumptions around a slightly lower discount rate, marginally higher revenue growth, stronger profit margins and a reduced future P/E multiple.
Aggiornamento narrativa Feb 26

ABG: Larger Domestic Stake And Revised Assumptions Will Support Measured Future Returns

Analysts have nudged their price target on Absa Group higher to ZAR265.05 from ZAR260.61, citing updated fair value estimates and slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Public Investment Corporation Limited completed the acquisition of an additional minority stake in Absa Group Limited, taking its holding to 15.32% as of December 10, 2025 (Key Developments).
Aggiornamento narrativa Feb 11

ABG: Larger Domestic Stake Will Support Balanced Revenue Mix And Measured Shareholder Returns

Analysts have nudged their ZAR based price target for Absa Group higher to ZAR260.61 from ZAR259.61, reflecting updated assumptions around fair value, a slightly lower discount rate, and a modestly reduced future P/E multiple. What's in the News Public Investment Corporation Limited increased its minority stake in Absa Group Limited, reaching a 15.32% holding after completing an additional share acquisition on December 10, 2025 (Key Developments).
Aggiornamento narrativa Jan 28

ABG: Larger Domestic Stake Will Support Stable Mix Shift And Measured Shareholder Returns

Analysts have nudged their price target for Absa Group higher by about R9, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Public Investment Corporation Limited completed the purchase of an additional minority stake in Absa Group Limited on December 10, 2025, increasing its holding to 15.32% of the company (Key Developments).
Aggiornamento narrativa Jan 12

ABG: Larger Domestic Stake Will Support Moderate Revenue Mix Shift And Shareholder Returns

Analysts have kept their fair value estimate for Absa Group steady at R250.61 per share. A slightly lower discount rate and a marginally adjusted future P/E assumption help explain the modest refinement in their price target rationale.
Aggiornamento narrativa Dec 24

ABG: Larger Domestic Stake Will Support Future Margins And Measured Shareholder Returns

Analysts have modestly raised their price target on Absa Group from R243.84 to approximately R250.61. They cite slightly stronger expected profitability and a marginally higher future valuation multiple, while growth and risk assumptions remain largely unchanged.
Aggiornamento narrativa Dec 10

ABG: Larger Domestic Stake Will Support Margins And Measured Shareholder Returns

Analysts have raised their price target for Absa Group to R243.84 from R235.28, citing slightly stronger projected revenue growth, modestly higher expected profit margins and a small uplift in future valuation multiples. What's in the News Public Investment Corporation Limited completed the acquisition of an additional minority stake in Absa Group Limited on December 10, 2025, increasing its shareholding to 15.32 percent (Key Developments) The larger strategic stake held by Public Investment Corporation Limited is expected to strengthen Absa Group's local institutional shareholder base and potentially enhance long term governance stability (Key Developments) Market observers note that the heightened ownership by a major domestic investor may influence Absa Group's capital allocation priorities and future engagement with regulators and policymakers (Key Developments) Valuation Changes Fair Value Estimate increased slightly from ZAR 235.28 to ZAR 243.84 per share, reflecting a modestly higher intrinsic valuation.
Aggiornamento narrativa Nov 26

ABG: Sustained Profit Margin Improvement Will Drive Shareholder Value Into September

Narrative Update on Absa Group Analysts have raised their price target for Absa Group to R235.28 from R227.82. They cite sustained improvements in profit margin and a stable discount rate as key drivers behind the upward revision.
Aggiornamento narrativa Nov 12

ABG: Dividend Announcement Will Drive Greater Shareholder Value Into September

Narrative Update: Absa Group Price Target Adjustment Analysts have raised their fair value estimate for Absa Group from R224.19 to R227.82. This change is attributed to incremental improvements in growth assumptions and a slightly lower discount rate.
Aggiornamento narrativa Sep 04

Pan-African Integration And Digital Transformation Will Unlock Potential

With both the Future P/E ratio and Consensus Revenue Growth forecasts for Absa Group holding steady, the analyst price target likewise remains unchanged at ZAR224.19. What's in the News Absa Group declared an interim ordinary dividend of 785 cents per share for the period ended 30 June 2025, payable on 15 September 2025.
Articolo di analisi Aug 21

Absa Group's (JSE:ABG) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Absa Group Limited ( JSE:ABG ) has announced that it will be paying its dividend of ZAR7.85 on the 15th of...
User avatar
Nuova narrativa Feb 09

Expansion Into African Markets And Digital Initiatives Will Boost Future Performance

Expansion into African markets and digital channels is set to drive capital-light revenue growth, enhancing profitability and shareholder value.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Kenny Fihla rispetto agli utili di Absa Group?
DataCompenso totaleStipendioUtili della società
Dec 31 2025R148mR6m

R22b

Sep 30 2025n/an/a

R23b

Jun 30 2025n/an/a

R23b

Mar 31 2025n/an/a

R22b

Dec 31 2024R20mn/a

R22b

Compensazione vs Mercato: La retribuzione totale di Kenny ($USD 9.03M ) è superiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 3.50M ).

Compensazione vs guadagni: La retribuzione di Kenny è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Kenny Fihla (59 yo)

1.1yrs
Mandato
R148,041,077
Compensazione

Mr. Andile Kenneth Livuyo Fihla, also known as Kenny, has been Group Chief Executive Officer and Executive Director at Absa Bank Limited and Absa Group Limited since June 17, 2025. He has been an Executive...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Andile Kenneth Fihla
CEO & Executive Director1.1yrsR148.04mNessun dato
Deon Raju
Group Financial Director & Executive Director2.3yrsR32.61m0.011%
ZAR 19.6m
Charles Russon
Executive Director & Group Executive of Africa Regions1.1yrsR39.33m0.032%
ZAR 59.0m
Mike Harvey
Co-Chief Executive Officer-CIBno dataR24.82m0.013%
ZAR 23.9m
Johnson Idesoh
Group Chief Information & Technology Officer3.5yrsNessun datoNessun dato
Alan Hartdegen
Head of Investor Relationsno dataNessun datoNessun dato
Fatima Newman
Chief Compliance Officerless than a yearNessun datoNessun dato
Sydney Mbhele
Group Chief Brand3.5yrsNessun datoNessun dato
Jeanett Modise
Group Chief Human Capital Officer3.5yrsNessun datoNessun dato
John Annandale
Head of Financial Controlno dataNessun datoNessun dato
Rajal Vaidya
Group Chief Risk Officerno dataNessun datoNessun dato
Prabashni Naidoo
Ex Officio Member & Group Chief Governance Officer5.3yrsNessun datoNessun dato
2.9yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di ABG è considerato esperto (durata media dell'incarico 2.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Andile Kenneth Fihla
CEO & Executive Director1.1yrsR148.04mNessun dato
Deon Raju
Group Financial Director & Executive Director2.3yrsR32.61m0.011%
ZAR 19.6m
Charles Russon
Executive Director & Group Executive of Africa Regions1.8yrsR39.33m0.032%
ZAR 59.0m
Prabashni Naidoo
Ex Officio Member & Group Chief Governance Officer5.3yrsNessun datoNessun dato
Paul Smith
Independent Non-Executive Directorless than a yearNessun datoNessun dato
Nkateko Mageza
Independent Non-Executive Director2.9yrsR2.72m0.0025%
ZAR 4.5m
Nonhlanhla Mjoli-Mncube
Lead Independent Director5.8yrsR2.46mNessun dato
Rose Keanly
Independent Non-Executive Director6.8yrsR3.74mNessun dato
Rene van Wyk
Independent Chairman of the Board5.9yrsR5.32mNessun dato
Tasneem Abdool-Samad
Independent Non-Executive Director8.4yrsR4.41mNessun dato
Alpheus Mangale
Independent Non-Executive Director3yrsR1.81mNessun dato
Fulvio Tonelli
Independent Non-Executive Director6yrsR3.18mNessun dato
4.1yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ABG sono considerati esperti (durata media dell'incarico 4.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/23 08:43
Prezzo dell'azione a fine giornata2026/07/22 00:00
Utili2025/12/31
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; abbiamo anche delle guide su come utilizzare i nostri report e dei 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

Absa Group Limited è coperta da 16 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
Ilan StermerAnchor Stockbrokers Proprietary Limited
Jaap MeijerArqaam Capital Research Offshore S.A.L.
Adrienne DamantAvior Capital Markets