TELUS マネジメント
マネジメント 基準チェック /34
TELUSの CEO はVictor Dodigで、 Jul2026年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.019%を直接所有しており、その価値はCA$ 4.15M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と9.5年です。
主要情報
Victor Dodig
最高経営責任者
CA$321.6k
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | less than a year |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 3.3yrs |
| 取締役会の平均在任期間 | 9.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Aug 18
T: Dividend Reset And Writedown Will Drive Weaker Future Return Potential
Analysts have reduced their fair value estimate for TELUS from CA$15.50 to CA$11.50, citing a softer revenue growth outlook, a modestly higher discount rate, and a lower assumed future P/E multiple, partly offset by slightly stronger long term profit margin expectations. What's in the News for TELUS TELUS cut its quarterly dividend by 55% to CA$0.1875 per share, or CA$0.75 on an annualized basis, with the board declaring this payout for October 1, 2026, to holders of record on September 10, 2026.
ナラティブ更新 • Aug 04
T: Deleveraging Plan And Dividend Reset Will Support Future Upside Potential
Analysts have trimmed their TELUS price target from CA$20.28 to CA$16.50 as they factor in more subdued revenue growth expectations, slightly lower profit margins and a modestly higher discount rate, while keeping future P/E assumptions broadly similar. What's in the News for TELUS Telus reported a Q2 2026 loss of $1.8b and a 27% decline in adjusted earnings, and cut its quarterly dividend by 55% to $0.1875 per share to support debt reduction and a revised growth plan.ナラティブ更新 • Jul 21
T: Dividend Strains And AI Expansion Will Shape Future Returns And Risks
Analysts have reduced their TELUS price target from CA$17.00 to CA$15.50 as they incorporate updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for TELUS Dividend sustainability is under scrutiny as TELUS pays out cash close to the upper end of its long term payout targets, with dividend growth paused while management focuses on debt reduction and faces competitive pricing pressures and middling or declining earnings growth.
ナラティブ更新 • Jul 07
T: Rural Fibre Expansion And AI Networking Will Support Future Upside
Analysts have trimmed their fair value estimate for TELUS to about CA$26.29 from roughly CA$28.36, reflecting a slightly higher discount rate, a modestly adjusted revenue growth outlook, a lower projected profit margin, and a marginally higher future P/E assumption. What’s in the News for TELUS Canada Infrastructure Bank agreed to lend $49.3 million to TELUS to support a $379 million broadband build out in British Columbia, extending fibre to about 17,000 rural and Indigenous households, including roughly 380 Indigenous households.ナラティブ更新 • Jun 23
T: AI Infrastructure Expansion And Ontario Investment Will Support Future Upside Potential
Analysts have maintained their CA$20.28 price target on TELUS. The slight adjustment in discount rate and future P/E assumptions reflects updated views on the company's risk profile and valuation inputs, rather than a change in overall fair value.分析記事 • Jun 19
TELUS (TSX:T) Stock Could Be 19.5% Undervalued After Its Arrcus AI Network Push
Interest in TELUS (TSX:T) stock has picked up after the company began working with Arrcus on a proof of concept for an AI policy aware networking fabric targeting secure, sovereign inferencing across Canada. See our latest analysis for TELUS. Despite the AI networking proof of concept and recent Optik TV expansions in Quebec and Ontario, TELUS’s share price has been under pressure. The 90 day share price return has declined 9.53%, and the 1 year total shareholder return has fallen 18.38%...ナラティブ更新 • Jun 05
T: AI Safety Investments And Infrastructure Expansion Will Support Future Upside Potential
Analysts now see TELUS's fair value at about CA$20.28, slightly below the previous CA$20.65. The new estimate reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations.ナラティブ更新 • May 09
T: New Spectrum And AI Alliances Will Drive Future Upside Potential
Analysts have modestly adjusted their CA$ fair value estimate for TELUS to CA$20.65 from CA$20.59, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News CEO transition set for 2026, with long-serving CEO Darren Entwistle retiring on June 30, 2026, and Victor Dodig, currently an independent director and former CIBC CEO, appointed CEO Designate and scheduled to take over on July 1, 2026 (Executive Changes).ナラティブ更新 • Apr 22
T: Space Connectivity And 5G Spectrum Expansion Will Drive Future Upside Potential
Analysts now set a slightly lower TELUS price target of CA$20.59, down from CA$21.00, citing modest adjustments to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News CEO transition planned, with long-time Chief Executive Darren Entwistle set to retire on June 30, 2026, and Board member Victor Dodig, former CIBC President and CEO, appointed CEO Designate and scheduled to assume the role on July 1, 2026, following a multiyear succession process (Executive changes).ナラティブ更新 • Apr 08
T: Quantum And Space Connectivity Will Drive Future Upside Potential
Analysts now set their average TELUS price target at roughly CA$21.00, slightly below the prior fair value estimate of about CA$21.38. This reflects updated views on discount rate, revenue growth, profit margins and future P/E assumptions.ナラティブ更新 • Mar 24
T: Quantum And Space Connectivity Will Drive Future Upside Potential
Analysts now set TELUS's fair value estimate at CA$21.38, compared with CA$21.26 previously, reflecting updated assumptions for the discount rate, modest revenue growth, profit margin and future P/E levels. What's in the News TELUS launched the SmartHome Assistant, described as the world's first smart home AI assistant with Generative UI, designed to unify more than 2,000 device models into a single interface for SmartHome+ customers across Canada (Product-Related Announcements).ナラティブ更新 • Mar 09
T: Quantum Networking And Space Connectivity Will Support Future Upside Potential
Analysts have slightly reduced their fair value estimate for TELUS, with the implied price target moving from about CA$21.44 to roughly CA$21.26 as they refresh their assumptions on discount rates, long term revenue growth, profit margins, and forward P/E expectations. What's in the News TELUS plans to partner with AST SpaceMobile to offer space based cellular broadband across remote parts of Canada.ナラティブ更新 • Feb 22
T: Share Buybacks And Quantum Secure Networking Will Support Future Upside Potential
Analysts have trimmed their TELUS price target slightly from CA$21.71 to CA$21.44. This reflects updated views that combine more cautious revenue growth expectations with a stronger profit margin profile and a lower assumed future P/E multiple.ナラティブ更新 • Feb 08
T: Share Buybacks And Quantum Safe Security Will Support Future Upside Potential
Analysts have kept their fair value estimate for TELUS steady at $21.71, with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E that reflect modest refinements to their models rather than a change in overall view. What's in the News TELUS launched a share repurchase program authorizing the purchase of up to 28,000,000 shares, or 1.81% of shares outstanding, for a total of $500 million.ナラティブ更新 • Jan 24
T: Quantum-Safe Security And Share Buybacks Will Support Future Upside Potential
Analysts have slightly trimmed their TELUS fair value estimate from $22.00 to about $21.71, reflecting modest tweaks to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News kini mobile partnered with TELUS to launch Made for Pinoys 5G prepaid plans, offering Filipino-Canadians one plan with both Philippine and Canadian numbers, international calling and texting, GCash cashbacks, and Pinoy customer support on TELUS' 5G network.ナラティブ更新 • Jan 10
T: Quantum-Safe Network Rollout And Buybacks Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for TELUS slightly from about $22.21 to $22.00. This reflects small adjustments to assumptions on discount rate, revenue growth, profit margins and future P/E multiples.ナラティブ更新 • Dec 18
T: Quantum-Safe Network And AI Infrastructure Will Drive Future Upside Potential
Analysts have modestly reduced their price target on TELUS, trimming fair value by about $0.86 per share as slightly higher discount rates and marginally softer long term growth and margin assumptions temper the company’s forward valuation multiple. What's in the News The board has authorized a new normal course issuer bid allowing TELUS to repurchase up to 28 million shares (about 1.81% of shares outstanding) for approximately CAD 500 million by December 16, 2026, with all repurchased shares to be cancelled (share repurchase program).ナラティブ更新 • Dec 04
T: Quantum-Safe Network And AI Infrastructure Will Support Long-Term Opportunity
Analysts have modestly raised their price target on TELUS to approximately $23.06 from $22.97, reflecting slightly improved profit margin expectations that more than offset a small reduction in long term revenue growth assumptions. What's in the News TELUS launched a Quantum Safe VPN service using post quantum cryptography to protect government and business clients against future quantum enabled cyber threats, integrated with its Managed Next Generation Firewall platform (Product Related Announcements).ナラティブ更新 • Nov 20
T: Rising Discount Rate Will Drive Long-Term Opportunity With New Developments
Analyst Price Target for TELUS Adjusted Slightly Lower Analysts have revised their fair value estimate for TELUS, reducing the price target from $23.38 to $22.97. This change is due to updated assumptions regarding discount rates and future profitability.分析記事 • Nov 10
TELUS (TSE:T) Is Paying Out A Larger Dividend Than Last Year
TELUS Corporation ( TSE:T ) has announced that it will be increasing its dividend from last year's comparable payment...CEO
Victor Dodig (60 yo)
less than a year
在職期間
CA$321,629
報酬
Mr. Victor G. Dodig is Director of TELUS Agriculture & Consumer Goods. Mr. Victor G. Dodig served as President, CEO & Director of CIBC INC. (Ontario, Canada) until 2025.Mr. Dodig is Director at TELUS Corp...
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 |
|---|---|---|---|---|
| CEO, President & Director | less than a year | CA$321.63k | 0.019% CA$ 4.1m | |
| Executive VP of People & Culture and Chief Human Resources Officer | no data | CA$3.66m | 0.011% CA$ 2.5m | |
| Adviser | less than a year | CA$19.65m | 0% CA$ 0 | |
| EVP and President of Business Solutions | no data | CA$5.60m | 0.015% CA$ 3.2m | |
| EVP & President of Telus Consumer Solutions | 7.8yrs | CA$5.51m | 0.017% CA$ 3.8m | |
| Chief Financial Officer | less than a year | データなし | 0.0010% CA$ 228.5k | |
| Head of Investor Relations | 6.5yrs | データなし | データなし | |
| Executive VP and Chief Legal & Governance Officer | no data | データなし | 0.0019% CA$ 424.1k | |
| Chief Communications & Brand Officer | no data | データなし | データなし | |
| Executive Vice President | no data | CA$2.05m | データなし | |
| EVP & Chief Product Officer of Consumer Solutions | 7.8yrs | データなし | データなし | |
| President & CEO of TELUS International | no data | データなし | データなし |
3.3yrs
平均在職期間
62yo
平均年齢
経験豊富な経営陣: Tの経営陣は 経験豊富 であると考えられます ( 3.3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 |
|---|---|---|---|---|
| CEO, President & Director | 4.3yrs | CA$321.63k | 0.019% CA$ 4.1m | |
| Independent Director | 8yrs | CA$323.64k | 0.000030% CA$ 6.6k | |
| Chairman Emeritus | 12.3yrs | CA$255.63k | データなし | |
| Independent Director | 11.5yrs | CA$375.90k | 0.000020% CA$ 4.4k | |
| Independent Director | 10.3yrs | CA$328.29k | 0.00099% CA$ 217.6k | |
| Independent Director | 13.1yrs | CA$318.79k | 0.0059% CA$ 1.3m | |
| Independent Chairman | 14.6yrs | CA$557.82k | 0.00053% CA$ 116.5k | |
| Independent Director | 12.3yrs | CA$378.97k | データなし | |
| Independent Director | 8.8yrs | CA$320.14k | 0.0066% CA$ 1.5m | |
| Independent Director | 6.3yrs | CA$364.67k | 0.00093% CA$ 204.4k | |
| Independent Director | 7.8yrs | CA$316.12k | 0.00035% CA$ 76.9k | |
| Independent Director | 5.3yrs | CA$319.14k | データなし |
9.5yrs
平均在職期間
68yo
平均年齢
経験豊富なボード: Tの 取締役会 は 経験豊富 であると考えられます ( 9.5年の平均在任期間)。
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 | 2026/08/20 04:48 |
| 終値 | 2026/08/20 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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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
TELUS Corporation 16 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 |
|---|---|
| Amman Saeed | Accountability Research Corporation |
| David McFadgen | ATB Cormark |
| Phillip Huang | Barclays |