Cogeco Communications Inc.

TSX:CCA 株式レポート

時価総額:CA$2.7b

Cogeco Communications マネジメント

マネジメント 基準チェック /14

Cogeco Communicationsの CEO はFred Perronで、 Mar2024年に任命され、 の在任期間は 2.17年です。 の年間総報酬はCA$ 7.22Mで、 14.3%給与と85.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.033%を直接所有しており、その価値はCA$ 898.75K 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と2.3年です。

主要情報

Fred Perron

最高経営責任者

CA$7.2m

報酬総額

CEO給与比率14.31%
CEO在任期間2.2yrs
CEOの所有権0.03%
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間2.3yrs

経営陣の近況

Recent updates

ナラティブの更新 May 08

CCA: Mixed Ratings And New U.S. Push Will Shape Return Prospects

Cogeco Communications' updated fair value estimate edges down by about CA$2.40, reflecting analysts' lower price targets, mixed views on sentiment and recent U.S. results, and at least one recent upgrade that partly offsets these factors. Analyst Commentary Recent research on Cogeco Communications reflects a mix of lowered price targets and rating changes, with one upgrade helping to support the updated fair value estimate.
ナラティブの更新 Apr 23

CCA: Execution On U.S. Turnaround And Margin Resilience Will Support Upside Potential

Cogeco Communications' updated analyst price target has been trimmed by about CA$0.09 to CA$73.27. This reflects a mix of recent target cuts from RBC Capital and Scotiabank, a downgrade from TD Securities on weaker U.S. results and sentiment, and an earlier upgrade to Outperform from National Bank with a CA$80 target, as analysts reassess discount rates, revenue trends, margins, and future P/E expectations.
ナラティブの更新 Apr 09

CCA: Mixed U.S. Sentiment And Execution Risks Will Shape Fairly Valued Shares

Analysts have kept their fair value estimate for Cogeco Communications steady at CA$67.00. Recent changes in discount rate and growth and margin assumptions reflect mixed sentiment following both fresh downgrades tied to weaker U.S. results and earlier price target increases from several Canadian banks.
ナラティブの更新 Mar 26

CCA: Mixed Ratings And Fair Value Outlook Will Shape Return Expectations

Analysts have trimmed their fair value estimate for Cogeco Communications from about CA$91.87 to around CA$84.96, citing a higher required return, slightly softer long term revenue expectations, a modestly better profit margin outlook, and a lower future P/E multiple, even as recent Street targets around CA$74 to CA$80 reflect a mix of more cautious and more constructive views. Analyst Commentary Recent research on Cogeco Communications points to a split in views, with some firms turning more cautious while several bullish analysts are leaning into the valuation after recent share price moves.
ナラティブの更新 Mar 09

CCA: Tighter Risk Profile And Earnings Assumptions Will Anchor Fairly Valued Shares

Analysts have nudged their price targets on Cogeco Communications higher into the low to mid CA$70s, with one upgrade to Outperform and several incremental target raises of CA$1 to CA$5. These changes reflect refreshed views on the company’s risk profile and earnings power.
ナラティブの更新 Feb 23

CCA: Modest Discount Shift And Margins Will Frame Fairly Valued Shares

Narrative Update on Cogeco Communications The analyst price target for Cogeco Communications has moved higher by several Canadian dollars, with recent CA$1 to CA$5 target increases from multiple firms as analysts point to slightly improved margin assumptions, a modestly lower discount rate, and a small adjustment to the forward P/E used in their models. Analyst Commentary Recent research updates on Cogeco Communications cluster around modest price target revisions, with several firms adjusting their models by CA$1 to CA$5.
ナラティブの更新 Feb 08

CCA: Slightly Higher Multiples And Margins Will Shape Fairly Valued Shares

Analysts have nudged their targets on Cogeco Communications slightly higher, with price objectives moving up by C$1 to C$5 across several firms. They cited updated assumptions around discount rate, revenue trends, profit margins and forward P/E multiples.
ナラティブの更新 Jan 25

CCA: Future Revenue Pressures And Higher Margins Will Shape Fairly Valued Shares

Analysts have increased their fair value estimate for Cogeco Communications to $67 from $64. They cite recent price target increases, slightly less severe revenue contraction assumptions, firmer profit margin expectations near 13%, and a lower future P/E multiple closer to 9.8x in their updated models.
ナラティブの更新 Jan 10

CCA: Fine Tuned Outlook Will Support Modest Returns On Balanced Fundamentals

Analysts have nudged their price target on Cogeco Communications higher to C$75.50 from C$75, citing updated assumptions around discount rates, profit margins and future P/E that support a slightly richer valuation. Analyst Commentary Analysts are largely treating the latest move in the C$75.50 price target as a fine tuning of their existing view, reflecting refreshed assumptions rather than a shift in stance on the company.
ナラティブの更新 Dec 14

CCA: Québec Network Expansion Will Support Modest Returns Amid Balanced Outlook

Analysts have nudged their price target for Cogeco Communications slightly higher, lifting it by C$0.50 to C$75.50 as they refine their valuation assumptions while maintaining a neutral sector stance. Analyst Commentary Recent research highlights a measured shift in sentiment as bullish analysts modestly increase their valuation assumptions while keeping overall expectations in check.
ナラティブの更新 Nov 29

CCA: Dividend Increase And Québec Rollout Will Drive Steady Performance Ahead

Analysts have increased their price target for Cogeco Communications by C$0.50 to C$75.50, reflecting updated estimates for discount rate and profit margin. Analyst Commentary Analyst perspectives on Cogeco Communications reflect a balanced view, with recent adjustments to the price target incorporating both supportive and cautionary factors related to the company's outlook.
ナラティブの更新 Nov 15

CCA: Dividend Growth and Québec Expansion Will Drive Share Performance Ahead

Narrative Update on Cogeco Communications Analysts have slightly lowered their price target for Cogeco Communications, reducing it from $74.09 to $73.36. This change is attributed to minor adjustments to revenue growth projections and profit margin estimates.
分析記事 Nov 07

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 26th of...
ナラティブの更新 Nov 01

CCA: Margin Improvements And Cost Discipline Will Drive Shareholder Value

Narrative Update on Cogeco Communications Analysts have modestly raised their price target on Cogeco Communications from C$75.00 to C$75.50, citing a slightly improved profit margin outlook despite ongoing revenue headwinds. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's improved profit margins as a key factor supporting a modest price target increase.
分析記事 Oct 19

Here's Why Cogeco Communications (TSE:CCA) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 18

Earnings Miss: Cogeco Communications Inc. Missed EPS By 8.7% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Cogeco Communications Inc. ( TSE:CCA ) filed its third-quarter result this time...
分析記事 Feb 15

Little Excitement Around Cogeco Communications Inc.'s (TSE:CCA) Earnings

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
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新しいナラティブ Feb 02

Rollout Of Breezeline Mobile Will Expand Future Service Offerings

Network expansion and structured transformation initiatives in Canada and the U.S. aim to boost revenue and operational efficiency.
分析記事 Jan 18

Cogeco Communications (TSE:CCA) Has Announced A Dividend Of CA$0.922

The board of Cogeco Communications Inc. ( TSE:CCA ) has announced that it will pay a dividend of CA$0.922 per share on...
分析記事 Dec 03

These 4 Measures Indicate That Cogeco Communications (TSE:CCA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Nov 11

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 28th of...
分析記事 Nov 07

Some May Be Optimistic About Cogeco Communications' (TSE:CCA) Earnings

Shareholders appeared unconcerned with Cogeco Communications Inc.'s ( TSE:CCA ) lackluster earnings report last week...
分析記事 Aug 09

Cogeco Communications Inc. (TSE:CCA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Cogeco Communications Inc. ( TSE:CCA ) shares have had a really impressive month, gaining 27% after a shaky period...
分析記事 Jun 21

There's No Escaping Cogeco Communications Inc.'s (TSE:CCA) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 5.9x Cogeco Communications Inc. ( TSE:CCA ) may be sending very bullish...
分析記事 May 08

Cogeco Communications (TSE:CCA) Seems To Be Using A Lot Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 03

Cogeco Communications Inc.'s (TSE:CCA) Intrinsic Value Is Potentially 74% Above Its Share Price

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$99.63 Current share...
分析記事 Jan 05

Shareholders Will Probably Not Have Any Issues With Cogeco Communications Inc.'s (TSE:CCA) CEO Compensation

Key Insights Cogeco Communications' Annual General Meeting to take place on 11th of January Total pay for CEO Philippe...
分析記事 Nov 06

Cogeco Communications (TSE:CCA) Is Paying Out A Larger Dividend Than Last Year

Cogeco Communications Inc.'s ( TSE:CCA ) periodic dividend will be increasing on the 29th of November to CA$0.854, with...
分析記事 Oct 26

Is Cogeco Communications (TSE:CCA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Oct 05

Is There An Opportunity With Cogeco Communications Inc.'s (TSE:CCA) 30% Undervaluation?

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$86.20 Cogeco...

CEO報酬分析

Cogeco Communications の収益と比較して、Fred Perron の報酬はどのように変化したか?
日付総報酬給与会社業績
Feb 28 2026n/an/a

CA$316m

Nov 30 2025n/an/a

CA$311m

Aug 31 2025CA$7mCA$1m

CA$323m

May 31 2025n/an/a

CA$327m

Feb 28 2025n/an/a

CA$328m

Nov 30 2024n/an/a

CA$347m

Aug 31 2024CA$4mCA$837k

CA$336m

May 31 2024n/an/a

CA$340m

Feb 29 2024n/an/a

CA$366m

Nov 30 2023n/an/a

CA$370m

Aug 31 2023CA$2mCA$670k

CA$392m

May 31 2023n/an/a

CA$411m

Feb 28 2023n/an/a

CA$415m

Nov 30 2022n/an/a

CA$428m

Aug 31 2022CA$2mCA$647k

CA$423m

May 31 2022n/an/a

CA$415m

Feb 28 2022n/an/a

CA$410m

Nov 30 2021n/an/a

CA$402m

Aug 31 2021CA$2mCA$630k

CA$402m

報酬と市場: Fredの 総報酬 ($USD 5.24M ) は、 Canadian市場 ($USD 2.07M ) の同規模の企業の平均を上回っています。

報酬と収益: Fredの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Fred Perron (49 yo)

2.2yrs
在職期間
CA$7,222,874
報酬

Mr. Frederic Perron, BComm, MIM, Msc., also known as Fred, is Director of Cable Television Laboratories, Inc. Mr. Perron serves as President, CEO & Director at Cogeco Communications Inc. & Cogeco Inc. sinc...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Frederic Perron
President2.2yrsCA$7.22m0.033%
CA$ 898.7k
Patrice Ouimet
CFO & Senior VP11.5yrsCA$3.04m0.031%
CA$ 841.8k
Sean Brushett
Chief Operating Officer1.7yrsCA$2.19m0.012%
CA$ 312.3k
Paul Cowling
Chief Legal & Corporate Affairs Officer and Secretary1.8yrsCA$1.76m0.0021%
CA$ 57.8k
Linda Gillespie
Senior VP & Chief Human Resources Officer4.1yrsCA$2.08m0.0068%
CA$ 184.3k
Tim Dinesen
Chief Technology & Information Officer2.7yrsCA$992.07k0.0014%
CA$ 38.3k
Troy Crandall
Head of Investor Relationsno dataデータなしデータなし
Francois-Philippe Lessard
Vice President of Corporate Development4.2yrsデータなし0.00040%
CA$ 10.8k
Nancy Audette
Chief Growth Officer1.7yrsデータなし0.0063%
CA$ 171.1k
Bart Nickerson
Chief Commercial Officer1.3yrsデータなしデータなし
Julie Latreille
VP & Treasurer4.1yrsデータなし0.0017%
CA$ 46.2k
2.4yrs
平均在職期間

経験豊富な経営陣: CCAの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Frederic Perron
President2.2yrsCA$7.22m0.033%
CA$ 898.7k
Louis Audet
Chairman of the Board33.3yrsCA$225.00k0.28%
CA$ 7.5m
James Cherry
Lead Independent Director7.3yrsCA$142.00k0.0024%
CA$ 64.2k
Bart Demosky
Independent Directorless than a yearデータなしデータなし
Pippa Dunn
Independent Director7.3yrsCA$205.00kデータなし
Colleen Abdoulah
Independent Director7.3yrsCA$280.41k0.0067%
CA$ 179.7k
Dahra Granovsky
Independent Directorless than a yearデータなしデータなし
Robin Bienenstock
Independent Director5.6yrsCA$182.00k0.011%
CA$ 297.2k
Michael Hanley
Independent Directorless than a yearデータなし0.012%
CA$ 321.2k
Arun Bajaj
Independent Director2.3yrsCA$235.00kデータなし
Emilie Audet
Directorless than a yearデータなし0.00012%
CA$ 3.2k
2.3yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: CCAの 取締役会経験豊富 ではない ( 2.3年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/21 15:14
終値2026/05/21 00:00
収益2026/02/28
年間収益2025/08/31

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。

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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

Cogeco Communications Inc. 10 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。19

アナリスト機関
Phillip HuangBarclays
Tim CaseyBMO Capital Markets Equity Research
Matthew GriffithsBofA Global Research