TIM S.A.

BOVESPA:TIMS3 株式レポート

時価総額:R$54.0b

TIM 配当と自社株買い

配当金 基準チェック /46

TIMは配当を支払う会社で、現在の利回りは7%ですが、利益によって十分にカバーされています。次の支払い日は 30th June, 2026で、権利落ち日は23rd December, 2025 。

主要情報

7.0%

配当利回り

1.4%

バイバック利回り

総株主利回り8.4%
将来の配当利回り10.1%
配当成長18.9%
次回配当支払日30 Jun 26
配当落ち日23 Dec 25
一株当たり配当金n/a
配当性向81%

最近の配当と自社株買いの更新

Recent updates

分析記事 May 16

Statutory Profit Doesn't Reflect How Good TIM's (BVMF:TIMS3) Earnings Are

Even though TIM S.A. ( BVMF:TIMS3 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...
分析記事 May 10

TIM S.A. (BVMF:TIMS3) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that TIM S.A. ( BVMF:TIMS3 ) released its quarterly result to the market. The early...
ナラティブの更新 May 05

TIMS3: Governance Resolutions And Buybacks Will Support A Steady Outlook

Analysts now see TIM's fair value edging up from R$27.31 to R$27.81. This reflects slightly higher assumptions for long term profit margins and future P/E, while revenue growth and the discount rate are kept broadly unchanged.
ナラティブの更新 Apr 20

TIMS3: Lease Efficiency And Governance Changes Will Shape Measured Outlook

Analysts have nudged their fair value estimate for TIM slightly higher to R$27.31, reflecting small tweaks to assumptions about revenue growth, profit margins, and the forward P/E outlook. What's in the News TIM issued earnings guidance for 2026, indicating expected service revenue growth of around 5% year over year.
新しいナラティブ Apr 13

5G Expansion And ESG Commitments Will Constrain Margins And Future Cash Generation

Catalysts About TIM TIM operates mobile, broadband and B2B connectivity and digital services in Brazil. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 04

TIMS3: Governance Updates And Lease Efficiency Plan Will Support Balanced Outlook

Analysts have raised their price target for TIM to R$26.98 from R$26.22, citing updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a largely unchanged forward P/E. What's in the News Shareholders approved an amendment and restatement of TIM S.A.'s by laws at the Ordinary and Extraordinary General Meeting held on March 30, 2026, updating the company's formal governance framework (Key Developments).
ナラティブの更新 Mar 20

TIMS3: Buybacks And Fibre Stake Talks Will Shape Balanced Outlook

Analysts now see TIM’s fair value edging up from R$26.02 to R$26.22, reflecting slightly different views on revenue growth, profit margins and future P/E, which together support a modestly higher price target. What's in the News TIM scheduled a board meeting on March 18, 2026, to decide on a proposal for paying interest on shareholders' equity, which directly relates to how cash returns may be allocated to investors.
ナラティブの更新 Mar 06

TIMS3: Tower Deal And Buyback Activity Will Shape Balanced Outlook

Analysts nudged their fair value estimate for TIM higher to R$26.02 from R$25.81, citing only small adjustments to long term revenue growth assumptions, profit margins and future P/E expectations. What's in the News TIM set a Special and Extraordinary Shareholders Meeting for March 31, 2026, in Rio de Janeiro, with details indicating a broad agenda for shareholder decisions (company event filing).
ナラティブの更新 Feb 19

TIMS3: Fibre Buyback Talks And Tower Deal Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for TIM higher to R$25.81 from R$25.66, supported by updated assumptions that include slightly different revenue growth, profit margin and forward P/E expectations, along with a small adjustment to the discount rate. What's in the News TIM is in talks to buy back a 51% stake in fibre network unit I-Systems, which it previously sold to IHS Towers in 2021, with the stake described as potentially worth around US$170 million.
分析記事 Feb 13

TIM S.A. (BVMF:TIMS3) Full-Year Results: Here's What Analysts Are Forecasting For This Year

It's been a pretty great week for TIM S.A. ( BVMF:TIMS3 ) shareholders, with its shares surging 11% to R$28.29 in the...
ナラティブの更新 Feb 05

TIMS3: Fibre Unit Reacquisition Talks And Board Agenda Will Guide Steady Outlook

Analysts have nudged their price target on TIM slightly higher to reflect updated assumptions around revenue growth of about 4.37% and a P/E near 19.62x, while keeping fair value broadly in line at about $25.66 per share. What's in the News TIM S.A. is in talks to buy back a 51% stake in fibre network unit I Systems, a business it previously controlled, in a potential deal valued around $170 million.
ナラティブの更新 Jan 22

TIMS3: Upcoming Board Agendas And Stable Outlook Will Shape Measured Upside Potential

Analysts have nudged their price target on TIM slightly lower to $25.66 from $25.81, reflecting fine tuning of assumptions around revenue growth, profit margins and future P/E expectations. What's in the News TIM has scheduled a board meeting for Dec 16, 2025, at 09:00 US Eastern Standard Time to review activities of the Environmental, Social & Governance Committee, Control and Risks Committee, and Statutory Audit Committee; consider profit distribution to shareholders; review the Industrial Plan; and approve the 2026 budget (Key Developments).
分析記事 Jan 16

Returns On Capital Are Showing Encouraging Signs At TIM (BVMF:TIMS3)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
ナラティブの更新 Jan 06

TIMS3: Future Board Actions And New Site Buildout Will Unlock Upside

Analysts have kept their price target for TIM effectively unchanged at about $25.81. This reflects only minimal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions.
分析記事 Dec 26

Unpleasant Surprises Could Be In Store For TIM S.A.'s (BVMF:TIMS3) Shares

With a price-to-earnings (or "P/E") ratio of 12.8x TIM S.A. ( BVMF:TIMS3 ) may be sending bearish signals at the...
ナラティブの更新 Dec 20

TIMS3: Future Board Decisions Will Support Upside From Expanded Infrastructure Partnership

Narrative Update on TIM Analyst Price Target Analysts have raised their price target on TIM slightly, to approximately $25.81 from about $25.59, citing marginal improvements in forward valuation multiples and profit margin expectations while keeping growth assumptions largely unchanged. What's in the News TIM has scheduled a December 16, 2025 board meeting to review ESG, risk, and audit committee activities, decide on profit distribution to shareholders, and approve the 2026 industrial plan and budget (company filing).
ナラティブの更新 Dec 06

TIMS3: Future Board Actions And Network Buildout Will Support Balanced Outlook

Narrative Update on TIM Analyst Price Target Analysts have trimmed their price target on TIM slightly, lowering it by approximately $0.07 as they incorporate marginally softer long term assumptions for valuation multiples, while leaving core growth and profitability expectations largely unchanged. What's in the News IHS Brazil signed a New Site agreement with TIM S.A. to build up to 3,000 telecom sites across multiple Brazilian regions, with an initial minimum deployment of 500 sites, extending their infrastructure partnership that began in 2020 (Key Developments).
ナラティブの更新 Nov 22

TIMS3: Board Oversight And Network Expansion Will Support Measured Performance Ahead

Analysts have raised their price target for TIM slightly, from $25.42 to approximately $25.66. They cite incremental improvements in profit margin forecasts and overall valuation metrics as reasons for the change.
分析記事 Nov 14

TIM's (BVMF:TIMS3) Performance Is Even Better Than Its Earnings Suggest

The subdued stock price reaction suggests that TIM S.A.'s ( BVMF:TIMS3 ) strong earnings didn't offer any surprises...
ナラティブの更新 Nov 07

TIMS3: Board Decisions And Infrastructure Expansion Will Drive Steady Performance

Narrative Update on TIM: Analyst Price Target Revision Analysts have increased their price target for TIM from $24.69 to $25.42. This reflects slightly higher profit margin forecasts and only minor changes to growth and valuation assumptions.
分析記事 Nov 06

TIM S.A. Just Beat EPS By 33%: Here's What Analysts Think Will Happen Next

Last week saw the newest third-quarter earnings release from TIM S.A. ( BVMF:TIMS3 ), an important milestone in the...
分析記事 Oct 09

TIM's (BVMF:TIMS3) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 Sep 26

5G Expansion And IoT Integration Will Unlock Telecom Potential

With consensus forecasts for TIM’s future P/E and revenue growth essentially flat, the analyst price target saw only a marginal upward revision to R$24.69. What's in the News Board meeting held to resolve agreements related to the company's energy self-production project.
分析記事 Sep 18

TIM (BVMF:TIMS3) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Sep 11

5G Expansion And IoT Integration Will Unlock Telecom Potential

TIM’s future P/E has risen markedly while its net profit margin has declined, suggesting higher investor expectations despite weaker profitability, resulting in a negligible analyst price target increase from R$24.09 to R$24.35. What's in the News Board meeting scheduled to review activities of ESG, Control & Risks, and Statutory Audit Committees, consider amendments to Corporate Risk Management Policy, acknowledge quarterly financial report, and discuss other matters.
ナラティブの更新 Aug 27

5G Expansion And IoT Integration Will Unlock Telecom Potential

TIM’s consensus revenue growth forecast has edged down while its future P/E multiple has ticked up, leaving the analyst price target largely unchanged with a marginal increase to R$23.74. What's in the News Board to review ESG, Audit, and Control & Risks Committee activities, consider amendment to Corporate Risk Management Policy, and acknowledge quarterly financial report.
分析記事 Aug 07

Pinning Down TIM S.A.'s (BVMF:TIMS3) P/E Is Difficult Right Now

When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 8x, you may consider TIM...
分析記事 Jun 26

There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
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新しいナラティブ Dec 01

Rock-Solid Expansion And Tactical Innovation To Propel Earnings Growth

Aggressive sponsorship initiatives and network investments may boost brand perception, customer base, and mobile services revenue, enhancing net margins through efficiencies.

決済の安定と成長

配当データの取得

安定した配当: TIMS3の配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: TIMS3の配当金は過去10年間にわたって増加しています。


配当利回り対市場

TIM 配当利回り対市場
TIMS3 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (TIMS3)7.0%
市場下位25% (BR)3.5%
市場トップ25% (BR)11.9%
業界平均 (Wireless Telecom)2.9%
アナリスト予想 (TIMS3) (最長3年)10.1%

注目すべき配当: TIMS3の配当金 ( 7% ) はBR市場の配当金支払者の下位 25% ( 3.53% ) よりも高くなっています。

高配当: TIMS3の配当金 ( 7% ) はBR市場の配当金支払者の上位 25% ( 11.88% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: 現在の配当性向( 81% )では、 TIMS3の支払いは利益によってカバーされています。


株主配当金

キャッシュフローカバレッジ: TIMS3の 現金配当性向 ( 41.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/28 04:07
終値2026/05/27 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TIM S.A. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Michel MorinBarclays
Maurice PatrickBarclays
Mathieu RobilliardBarclays