View Financial HealthTelstra Group 配当と自社株買い配当金 基準チェック /26Telstra Group配当を支払う会社であり、現在の利回りは3.94%です。主要情報3.9%配当利回り2.4%バイバック利回り総株主利回り6.3%将来の配当利回り4.4%配当成長-6.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向101%最近の配当と自社株買いの更新お知らせ • Feb 20Telstra Group Limited Announces Dividend for the Six Months Period Ended December 31, 2025, Payable on March 27, 2026Telstra Group Limited announced dividend of AUD 0.10500000 per share for the six months period ended December 31, 2025, payable on March 27, 2026. Record date is on February 26, 2026 with Ex date is on February 25, 2026.お知らせ • Aug 14+ 1 more updateTelstra Group Limited (ASX:TLS) announces an Equity Buyback for $1,000 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 1,000 million worth of its common stock. The repurchase program will be valid till June 30, 2026.お知らせ • Feb 20Telstra Group Limited (ASX:TLS) announces an Equity Buyback for AUD 750 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 750 million worth of its common stock. The purpose of the program is efficient capital management. The repurchase program will be valid till December 31, 2025. As of February 20, 2025, the company had 11,554,427,353 shares issued and outstanding.Declared Dividend • Aug 18Final dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 28th August 2024 Payment date: 26th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (128% earnings payout ratio) nor is it covered by cash flows (105% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 42% to bring the payout ratio under control. EPS is expected to grow by 37% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Aug 15Telstra Corporation Limited Announces Fully Franked Final Dividend, Payable on 26 September 2024The Board of Telstra Group Limited resolved to pay a fully franked final dividend of 9 cents per share, bringing total dividends for the year to 18 cents and representing a 5.9% increase compared to last year. This outcome is consistent with policy to maximise the fully franked dividend and seek to grow it over time. Record date is 29 August 2024. Payment date 26 September 2024.Upcoming Dividend • Feb 21Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 28 March 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 77% respectively. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (3.2%).すべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Bridget Loudon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20Telstra Group Limited Announces Board and Board Committee Changes, Effective March 20, 2026Telstra Group Limited announced Holly Kramer has been appointed as a non-Executive Director to the Telstra Board, and will also chair Telstra’s People and Remuneration Committee. Holly is widely respected and exceptionally well-credentialled, bringing a broad range of executive and non-executive leadership experience across retail, banking, media, academia and the public sector. Holly also brings understanding of the telecommunications market through her ten years in executive roles with Telstra up to 2009. Ms. Kramer sits on the boards of ANZ and Fonterra, is President of the Commonwealth Remuneration Tribunal and Chair of the McKinnon Foundation. She has a BA (Hons) in Political Science from Yale and an MBA from Georgetown. Ms. Kramer's appointment to the Board will be effective March 20, 2026 and she will stand for election at the Telstra Annual General Meeting in October. The company also announced current Director and Chair of the People and Remuneration Committee, Elana Rubin AM, had announced her retirement from the Board, effective March 20, 2026. Elana has served 6 years as a director since being appointed to the Board in February 2020 and has been Chair of the People and Remuneration Committee since February 2022. As Chair of the People and Remuneration Committee, Elana played a key role in revamping its approach to executive remuneration, and supporting enhancements to its culture, talent and safe working environment for its people.お知らせ • Feb 20Telstra Group Limited Announces Dividend for the Six Months Period Ended December 31, 2025, Payable on March 27, 2026Telstra Group Limited announced dividend of AUD 0.10500000 per share for the six months period ended December 31, 2025, payable on March 27, 2026. Record date is on February 26, 2026 with Ex date is on February 25, 2026.お知らせ • Aug 26Telstra Group Limited, Annual General Meeting, Oct 14, 2025Telstra Group Limited, Annual General Meeting, Oct 14, 2025. Location: melbourne convention and exhibition, level 1, 1 convention centre place, south wharf, melbourne, victoria, 3006 Australiaお知らせ • Aug 25+ 1 more updateTelstra Group Limited to Report First Half, 2026 Results on Feb 19, 2026Telstra Group Limited announced that they will report first half, 2026 results on Feb 19, 2026お知らせ • Aug 14+ 1 more updateTelstra Group Limited (ASX:TLS) announces an Equity Buyback for $1,000 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 1,000 million worth of its common stock. The repurchase program will be valid till June 30, 2026.お知らせ • Apr 04DAZN Group Limited completed the acquisition of Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA).DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion on December 22, 2024. Under the terms of the agreement, shareholder loans in the amount of AUD 578 million outstanding and owing to News Corp will be repaid in full in cash at closing. Foxtel’s current debt will be refinanced at closing and transfer with Foxtel, and News Corp will hold a minority equity interest in DAZN of approximately 6% as well as one seat on its Board of Directors. Telstra Group Ltd will also sell its minority interest in Foxtel, have its shareholder loans of AUD 128 million repaid, and take a minority stake in DAZN of approximately 3%. The proposed transaction values Foxtel at an enterprise value of AUD 3.4 billion, representing more than 7x fiscal 2024 Foxtel EBITDA. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the second half of fiscal 2025. The Goldman Sachs Group, Inc. acted as financial advisor, Gibson, Dunn & Crutcher LLP and Allens acted as legal advisors for News Corporation. BofA acted as the financial advisor to DAZN. Latham & Watkins (London) LLP acted as legal advisor to DAZN Group Limited. DAZN Group Limited completed the acquisition of Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) on April 2, 2025. Foreign Investment Review Board, the Australian Competition and Consumer Commission and other regulatory authorities approvals obtained. Foxtel, Kayo Sports, BINGE, and Hubbl will retain their brand identities, continuing to produce the world-class programming, sports coverage and entertainment that Australians know and love. At completion, AUD 592 million in shareholder loans were repaid to News Corp, and News Corp received a minority equity interest in DAZN of approximately 6%. News Corp’s Senior Vice President and Deputy Chief Financial OfficerAndrew Cramer also joined the board of DAZN effective upon completion, and News Corp and its platforms remain committed in their passionate support for Australian sport and entertainment. Timothy McIver of Debevoise & Plimpton LLP acted legal advisor to DAZN Group ltd.お知らせ • Feb 20Telstra Group Limited (ASX:TLS) announces an Equity Buyback for AUD 750 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 750 million worth of its common stock. The purpose of the program is efficient capital management. The repurchase program will be valid till December 31, 2025. As of February 20, 2025, the company had 11,554,427,353 shares issued and outstanding.お知らせ • Dec 24DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion.DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion on December 22, 2024. Under the terms of the agreement, shareholder loans in the amount of AUD 578 million outstanding and owing to News Corp will be repaid in full in cash at closing. Foxtel’s current debt will be refinanced at closing and transfer with Foxtel, and News Corp will hold a minority equity interest in DAZN of approximately 6% as well as one seat on its Board of Directors. Telstra Group Ltd will also sell its minority interest in Foxtel, have its shareholder loans of AUD 128 million repaid, and take a minority stake in DAZN of approximately 3%. The proposed transaction values Foxtel at an enterprise value of A$3.4 billion, representing more than 7x fiscal 2024 Foxtel EBITDA. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the second half of fiscal 2025. The Goldman Sachs Group, Inc. acted as financial advisor, Gibson, Dunn & Crutcher LLP and Allens acted as legal advisors for News Corporation. BofA acted as the financial advisor to DAZN.お知らせ • Oct 18Telstra Group Limited Announces the Cessation of Niek Jan Van Damme as DirectorTelstra Group Limited announced the cessation of Niek Jan van Damme as director. Date that director ceased to be director on 15 October 2024.お知らせ • Oct 15Telstra Group Limited Appoints David Lumont as Non-Executive Director, Effective 3 December 2024On October 15, 2024, Chair Craig Dunn announced the appointment of David Lamont as a non-Executive Director to the Telstra Board. Mr. Lamont, who will remain in his current role of Senior Executive Officer with BHP until February 2025. Mr. Lamont holds a Bachelor of Commerce degree from Deakin University, and is a member of the Institute of Chartered Accountants (Australia) and a Director of Financial Executives Institute of Australia. Mr. Lamont's appointment to the Board is effective 3 December 2024. He will stand for election at the Telstra Annual General Meeting in October next year.お知らせ • Sep 19Equipsuper Superannuation Fund signed a non-binding Memorandum of Understanding to acquire Telstra Super Pty Ltd. from Telstra Group Limited (ASX:TLS) in a merger of equals transaction.Equipsuper Superannuation Fund signed a non-binding Memorandum of Understanding to acquire Telstra Super Pty Ltd. from Telstra Group Limited (ASX:TLS) in a merger of equals transaction on September 17, 2024. The transaction is subject to consummation of due diligence investigation. It is expected that the merger would be executed via a Successor Fund Transfer in late 2025.お知らせ • Aug 28+ 1 more updateTelstra Group Limited to Report First Half, 2025 Results on Feb 20, 2025Telstra Group Limited announced that they will report first half, 2025 results on Feb 20, 2025Declared Dividend • Aug 18Final dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 28th August 2024 Payment date: 26th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (128% earnings payout ratio) nor is it covered by cash flows (105% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 42% to bring the payout ratio under control. EPS is expected to grow by 37% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 15Full year 2024 earnings released: EPS: AU$0.14 (vs AU$0.17 in FY 2023)Full year 2024 results: EPS: AU$0.14 (down from AU$0.17 in FY 2023). Revenue: AU$23.5b (up 3.4% from FY 2023). Net income: AU$1.62b (down 16% from FY 2023). Profit margin: 6.9% (down from 8.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 15Telstra Corporation Limited Announces Fully Franked Final Dividend, Payable on 26 September 2024The Board of Telstra Group Limited resolved to pay a fully franked final dividend of 9 cents per share, bringing total dividends for the year to 18 cents and representing a 5.9% increase compared to last year. This outcome is consistent with policy to maximise the fully franked dividend and seek to grow it over time. Record date is 29 August 2024. Payment date 26 September 2024.お知らせ • Jul 04Telstra Group Appoints Craig Emery as New Group Company Secretary, Effective 15 October 2024Telstra's board has announced it will appoint Craig Emery to the role of group company secretary to Telstra Group. The appointment will take effect immediately after the Annual General Meeting on 15 October 2024. Emery, currently Telstra legal executive and chief compliance officer, has worked with Telstra since 2006 and has held various senior legal roles since 2011. He will undertake the company secretary role in addition to his legal executive role.Upcoming Dividend • Feb 21Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 28 March 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 77% respectively. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (3.2%).Declared Dividend • Feb 18First half dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 28th February 2024 Payment date: 28th March 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 18% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.084 (vs AU$0.075 in 1H 2023)First half 2024 results: EPS: AU$0.084 (up from AU$0.075 in 1H 2023). Revenue: AU$11.4b (up 1.1% from 1H 2023). Net income: AU$964.0m (up 11% from 1H 2023). Profit margin: 8.4% (up from 7.7% in 1H 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • Feb 06Telstra Announces Management ChangesTelstra announced its Group Executive of Telstra Enterprise, David Burns, would be leaving the company at the end of February. Oliver Camplin-Warner, the Head of Telstra Purple, will be promoted to lead the Enterprise business from 1 March 2024.お知らせ • Nov 14Telstra Reaffirms Earnings Guidance for the Fiscal Year 2024Telstra reaffirmed earnings guidance for the fiscal year 2024. For the year, the company expects total income to be in the range of $22.8 billion to $24.8 billion.お知らせ • Oct 20Telstra Group Limited Announces Cessation of John Mullen as DirectorTelstra Group Limited announced cessation of John Mullen as director. Date that director ceased to be director: 17 October 2023.お知らせ • Oct 12Telstra Group Limited (ASX:TLS) agreed to acquire Versent Pty Ltd from Washington H. Soul Pattinson and Company Limited, founders, employees and investors for approximately AUD 260 million.Telstra Group Limited (ASX:TLS) agreed to acquire Versent Pty Ltd from Washington H. Soul Pattinson and Company Limited, founders, employees and investors for approximately AUD 260 million on October 11, 2023. Versent Pty Ltd reported revenue of AUD 130 million in FY23. Transaction is subject to various conditions being met, including certain securityholder processes. Completion is expected to occur within the next six weeks .お知らせ • Sep 01+ 2 more updatesTelstra Group Limited to Report First Half, 2024 Results on Feb 15, 2024Telstra Group Limited announced that they will report first half, 2024 results on Feb 15, 2024お知らせ • Aug 28Telstra Group Limited Announces Board ChangesTelstra Group Limited Chairman John Mullen announced his intention to retire from the Telstra Board at the conclusion of this year’s Annual General Meeting, to be held on 17 October 2023. Mr. Mullen will be succeeded as chairman by current director Craig Dunn. Craig Dunn first joined the Telstra Board in April 2016 and was re-elected at last year’s AGM. He is currently chairman of the Audit & Risk Committee and a member of the Nomination Committee. Craig has more than 20 years’ experience in financial services in Australia and Asia, including being Chief Executive Officer and Managing Director of AMP from 2008 to 2013. He held various roles at AMP in a 13- year career including Managing Director of AMP Financial Services, Managing Director for AMP Bank and head of Corporate Strategy and M&A. From 1991 to 2000 he was at Colonial Mutual Group, including Managing Director for EON CMB Life Insurance in Malaysia and other senior roles in Group Strategy, M&A and Finance. Craig was a non-executive director at Westpac from 2015 to 2021, and is currently on the boards of MLC Life Insurance (from March 2023), Lion Pty Limited and Lion Global Craft Beverages Pty Limited (from 2021). He is also the chair of the ISO Blockchain Standards Committee (from 2017) and chair of The Australian Ballet (joined 2014, chair from 2015).Upcoming Dividend • Aug 23Upcoming dividend of AU$0.085 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.2%).お知らせ • Aug 18+ 1 more updateTelstra Corporation Limited Announces Ordinary Fully-Franked Final Dividend for the Year 2023, Payable on 28 September 2023Telstra Group Limited announced that, on 17 August 2023, the Directors resolved to pay a fully franked final dividend for the financial year 2023 of 8.5 cents per share ($982 million). The record date for the final dividend will be 31 August 2023, with payment to be made on 28 September 2023. Shares will trade excluding entitlement to the final dividend on 30 August 2023.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.17 (vs AU$0.14 in FY 2022)Full year 2023 results: EPS: AU$0.17 (up from AU$0.14 in FY 2022). Revenue: AU$23.2b (up 9.2% from FY 2022). Net income: AU$1.93b (up 14% from FY 2022). Profit margin: 8.3% (up from 7.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 16Non-Executive Director recently bought €65k worth of stockOn the 13th of March, Ming Long bought around 26k shares on-market at roughly €2.56 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €92k more in shares than they have sold in the last 12 months.Upcoming Dividend • Feb 22Upcoming dividend of AU$0.085 per share at 4.1% yieldEligible shareholders must have bought the stock before 01 March 2023. Payment date: 31 March 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.3%).お知らせ • Feb 17+ 1 more updateTelstra Corporation Limited Provides Earnings Guidance for 2023Telstra Corporation Limited provided earnings guidance for 2023. For the period, the company expects total income of $23.0 billion to $25.0 billion.Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.075 (vs AU$0.059 in 1H 2022)First half 2023 results: EPS: AU$0.075 (up from AU$0.059 in 1H 2022). Net income: AU$865.0m (up 24% from 1H 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 16Telstra Group Limited Appoints Maxine Brenner as Non-Executive DirectorTelstra Board Chairman announced the appointment of Maxine Brenner as a non-executive Director of the Telstra Board. Ms Brenner is an experienced ASX top-20 director with 14 years of board experience in some of the country's most high-profile companies. Her current Board roles include Woolworths, Qantas and Origin Energy. She is a former Managing Director of Investment Banking at Investec Bank (Australia) Limited. She also practised as a corporate lawyer with Freehill Hollingdale & Page (now Herbert Smith Freehills) and spent several years as a lecturer in the Faculty of Law at both the University of NSW and the University of Sydney. Ms Brenner will join the Board effective 17 February. She will stand for election at the Telstra Annual General Meeting in October this year.お知らせ • Aug 26+ 2 more updatesTelstra Corporation Limited to Report First Half, 2023 Results on Feb 16, 2023Telstra Corporation Limited announced that they will report first half, 2023 results on Feb 16, 2023Upcoming Dividend • Aug 17Upcoming dividend of AU$0.085 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 22 September 2022. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.4%).Reported Earnings • Aug 12Full year 2022 earnings released: EPS: AU$0.14 (vs AU$0.16 in FY 2021)Full year 2022 results: EPS: AU$0.14 (down from AU$0.16 in FY 2021). Revenue: AU$22.0b (up 2.3% from FY 2021). Net income: AU$1.69b (down 9.1% from FY 2021). Profit margin: 7.7% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.1%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Buying Opportunity • Jun 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €3.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.2% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 10.0% per annum over the same time period.Upcoming Dividend • Feb 23Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 02 March 2022. Payment date: 01 April 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (3.7%).Reported Earnings • Feb 18First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.059 (down from AU$0.092 in 1H 2021). Revenue: AU$10.5b (down 4.4% from 1H 2021). Net income: AU$698.0m (down 36% from 1H 2021). Profit margin: 6.6% (down from 10.0% in 1H 2021). Revenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 5.9%, compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Recent Insider Transactions • Nov 03Independent Chairman of the Board recently bought €63k worth of stockOn the 28th of October, John Mullen bought around 25k shares on-market at roughly €2.53 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Upcoming Dividend • Aug 18Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 23 September 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.2%).Reported Earnings • Aug 12Full year 2021 earnings released: EPS AU$0.16 (vs AU$0.15 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$23.1b (down 2.4% from FY 2020). Net income: AU$1.86b (up 2.1% from FY 2020). Profit margin: 8.0% (up from 7.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Feb 12First half 2021 earnings released: EPS AU$0.092 (vs AU$0.096 in 1H 2020)The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$11.0b (down 9.7% from 1H 2020). Net income: AU$1.10b (down 3.6% from 1H 2020). Profit margin: 10.0% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 12Revenue misses expectationsRevenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 2.7%, compared to a 6.9% growth forecast for the Telecom industry in Germany.Is New 90 Day High Low • Feb 12New 90-day high: €2.04The company is up 5.0% from its price of €1.93 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.17 per share.お知らせ • Nov 12Telstra Corporation Limited Proposes Corporate RestructureTelstra Corporation Limited announced an important milestone in its T22 strategy with the proposed restructuring of the organisation to create three separate legal entities within the Telstra Group. The proposed legal structure within the Telstra Group, expected to be completed by December 2021, would be: InfraCo Fixed, which would own and operate Telstra's passive or physical infrastructure assets: the ducts, fibre, data centres, subsea cables and exchanges that underpin Telstra's fixed telecommunications network. InfraCo Towers, which would own and operate Telstra's passive or physical mobile tower assets, which Telstra will look to monetise over time given the strong demand and compelling valuations for this type of high-quality infrastructure. ServeCo, which would continue to focus on creating innovative products and services, supporting customers and delivering the best possible customer experience. ServeCo would own the active parts of the network, including the radio access network and spectrum assets to ensure Telstra continues to maintain its industry leading mobile coverage and network superiority. Telstra InfraCo was established as a standalone business unit in 2018 as part of Telstra's T22 strategy, for three reasons to provide greater transparency of the value of Telstra's infrastructure assets; to improve infrastructure operating efficiency; and thirdly to create optionality post the roll out of the nbn, including the flexibility to monetise different asset groups.お知らせ • Oct 27Telstra Corporation Limited Announces Group Executive ChangesTelstra Corporation Limited announced that Michael Ebeid who has been Group Executive for the Enterprise business for the past two years will be leaving Telstra to pursue other business interests and will be replaced by David Burns who currently leads Telstra Global Business Services. Dean Salter, Chief Operating Officer, Jetstar Airways has been appointed Group Executive, Global Business Services replacing David.決済の安定と成長配当データの取得安定した配当: 5KBA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: 5KBAの配当金支払額は過去10年間減少しています。配当利回り対市場Telstra Group 配当利回り対市場5KBA 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 (5KBA)3.9%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Telecom)4.2%アナリスト予想 (5KBA) (最長3年)4.4%注目すべき配当: 5KBAの配当金 ( 3.94% ) はGerman市場の配当金支払者の下位 25% ( 1.51% ) よりも高くなっています。高配当: 5KBAの配当金 ( 3.94% ) はGerman市場の配当金支払者の上位 25% ( 4.55% ) 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: 5KBAは高い 配当性向 ( 100.7% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: 5KBAは合理的な 現金配当性向 ( 59% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/25 23:04終値2026/05/25 00:00収益2025/12/31年間収益2025/06/30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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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Telstra Group Limited 12 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。27 アナリスト機関Eric ChoiBarrenjoey Markets Pty LimitedAryan NoroziBarrenjoey Markets Pty LimitedChris SavageBell Potter24 その他のアナリストを表示
お知らせ • Feb 20Telstra Group Limited Announces Dividend for the Six Months Period Ended December 31, 2025, Payable on March 27, 2026Telstra Group Limited announced dividend of AUD 0.10500000 per share for the six months period ended December 31, 2025, payable on March 27, 2026. Record date is on February 26, 2026 with Ex date is on February 25, 2026.
お知らせ • Aug 14+ 1 more updateTelstra Group Limited (ASX:TLS) announces an Equity Buyback for $1,000 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 1,000 million worth of its common stock. The repurchase program will be valid till June 30, 2026.
お知らせ • Feb 20Telstra Group Limited (ASX:TLS) announces an Equity Buyback for AUD 750 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 750 million worth of its common stock. The purpose of the program is efficient capital management. The repurchase program will be valid till December 31, 2025. As of February 20, 2025, the company had 11,554,427,353 shares issued and outstanding.
Declared Dividend • Aug 18Final dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 28th August 2024 Payment date: 26th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (128% earnings payout ratio) nor is it covered by cash flows (105% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 42% to bring the payout ratio under control. EPS is expected to grow by 37% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Aug 15Telstra Corporation Limited Announces Fully Franked Final Dividend, Payable on 26 September 2024The Board of Telstra Group Limited resolved to pay a fully franked final dividend of 9 cents per share, bringing total dividends for the year to 18 cents and representing a 5.9% increase compared to last year. This outcome is consistent with policy to maximise the fully franked dividend and seek to grow it over time. Record date is 29 August 2024. Payment date 26 September 2024.
Upcoming Dividend • Feb 21Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 28 March 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 77% respectively. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (3.2%).
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Bridget Loudon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20Telstra Group Limited Announces Board and Board Committee Changes, Effective March 20, 2026Telstra Group Limited announced Holly Kramer has been appointed as a non-Executive Director to the Telstra Board, and will also chair Telstra’s People and Remuneration Committee. Holly is widely respected and exceptionally well-credentialled, bringing a broad range of executive and non-executive leadership experience across retail, banking, media, academia and the public sector. Holly also brings understanding of the telecommunications market through her ten years in executive roles with Telstra up to 2009. Ms. Kramer sits on the boards of ANZ and Fonterra, is President of the Commonwealth Remuneration Tribunal and Chair of the McKinnon Foundation. She has a BA (Hons) in Political Science from Yale and an MBA from Georgetown. Ms. Kramer's appointment to the Board will be effective March 20, 2026 and she will stand for election at the Telstra Annual General Meeting in October. The company also announced current Director and Chair of the People and Remuneration Committee, Elana Rubin AM, had announced her retirement from the Board, effective March 20, 2026. Elana has served 6 years as a director since being appointed to the Board in February 2020 and has been Chair of the People and Remuneration Committee since February 2022. As Chair of the People and Remuneration Committee, Elana played a key role in revamping its approach to executive remuneration, and supporting enhancements to its culture, talent and safe working environment for its people.
お知らせ • Feb 20Telstra Group Limited Announces Dividend for the Six Months Period Ended December 31, 2025, Payable on March 27, 2026Telstra Group Limited announced dividend of AUD 0.10500000 per share for the six months period ended December 31, 2025, payable on March 27, 2026. Record date is on February 26, 2026 with Ex date is on February 25, 2026.
お知らせ • Aug 26Telstra Group Limited, Annual General Meeting, Oct 14, 2025Telstra Group Limited, Annual General Meeting, Oct 14, 2025. Location: melbourne convention and exhibition, level 1, 1 convention centre place, south wharf, melbourne, victoria, 3006 Australia
お知らせ • Aug 25+ 1 more updateTelstra Group Limited to Report First Half, 2026 Results on Feb 19, 2026Telstra Group Limited announced that they will report first half, 2026 results on Feb 19, 2026
お知らせ • Aug 14+ 1 more updateTelstra Group Limited (ASX:TLS) announces an Equity Buyback for $1,000 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 1,000 million worth of its common stock. The repurchase program will be valid till June 30, 2026.
お知らせ • Apr 04DAZN Group Limited completed the acquisition of Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA).DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion on December 22, 2024. Under the terms of the agreement, shareholder loans in the amount of AUD 578 million outstanding and owing to News Corp will be repaid in full in cash at closing. Foxtel’s current debt will be refinanced at closing and transfer with Foxtel, and News Corp will hold a minority equity interest in DAZN of approximately 6% as well as one seat on its Board of Directors. Telstra Group Ltd will also sell its minority interest in Foxtel, have its shareholder loans of AUD 128 million repaid, and take a minority stake in DAZN of approximately 3%. The proposed transaction values Foxtel at an enterprise value of AUD 3.4 billion, representing more than 7x fiscal 2024 Foxtel EBITDA. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the second half of fiscal 2025. The Goldman Sachs Group, Inc. acted as financial advisor, Gibson, Dunn & Crutcher LLP and Allens acted as legal advisors for News Corporation. BofA acted as the financial advisor to DAZN. Latham & Watkins (London) LLP acted as legal advisor to DAZN Group Limited. DAZN Group Limited completed the acquisition of Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) on April 2, 2025. Foreign Investment Review Board, the Australian Competition and Consumer Commission and other regulatory authorities approvals obtained. Foxtel, Kayo Sports, BINGE, and Hubbl will retain their brand identities, continuing to produce the world-class programming, sports coverage and entertainment that Australians know and love. At completion, AUD 592 million in shareholder loans were repaid to News Corp, and News Corp received a minority equity interest in DAZN of approximately 6%. News Corp’s Senior Vice President and Deputy Chief Financial OfficerAndrew Cramer also joined the board of DAZN effective upon completion, and News Corp and its platforms remain committed in their passionate support for Australian sport and entertainment. Timothy McIver of Debevoise & Plimpton LLP acted legal advisor to DAZN Group ltd.
お知らせ • Feb 20Telstra Group Limited (ASX:TLS) announces an Equity Buyback for AUD 750 million worth of its shares.Telstra Group Limited (ASX:TLS) announces a share repurchase program. Under the program, the company will repurchase up to AUD 750 million worth of its common stock. The purpose of the program is efficient capital management. The repurchase program will be valid till December 31, 2025. As of February 20, 2025, the company had 11,554,427,353 shares issued and outstanding.
お知らせ • Dec 24DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion.DAZN Group Limited entered into a definitive agreement to acquire Foxtel Management Pty Limited from Telstra Group Limited (ASX:TLS) and News Corporation (NasdaqGS:NWSA) for an enterprise value of AUD 3.4 billion on December 22, 2024. Under the terms of the agreement, shareholder loans in the amount of AUD 578 million outstanding and owing to News Corp will be repaid in full in cash at closing. Foxtel’s current debt will be refinanced at closing and transfer with Foxtel, and News Corp will hold a minority equity interest in DAZN of approximately 6% as well as one seat on its Board of Directors. Telstra Group Ltd will also sell its minority interest in Foxtel, have its shareholder loans of AUD 128 million repaid, and take a minority stake in DAZN of approximately 3%. The proposed transaction values Foxtel at an enterprise value of A$3.4 billion, representing more than 7x fiscal 2024 Foxtel EBITDA. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the second half of fiscal 2025. The Goldman Sachs Group, Inc. acted as financial advisor, Gibson, Dunn & Crutcher LLP and Allens acted as legal advisors for News Corporation. BofA acted as the financial advisor to DAZN.
お知らせ • Oct 18Telstra Group Limited Announces the Cessation of Niek Jan Van Damme as DirectorTelstra Group Limited announced the cessation of Niek Jan van Damme as director. Date that director ceased to be director on 15 October 2024.
お知らせ • Oct 15Telstra Group Limited Appoints David Lumont as Non-Executive Director, Effective 3 December 2024On October 15, 2024, Chair Craig Dunn announced the appointment of David Lamont as a non-Executive Director to the Telstra Board. Mr. Lamont, who will remain in his current role of Senior Executive Officer with BHP until February 2025. Mr. Lamont holds a Bachelor of Commerce degree from Deakin University, and is a member of the Institute of Chartered Accountants (Australia) and a Director of Financial Executives Institute of Australia. Mr. Lamont's appointment to the Board is effective 3 December 2024. He will stand for election at the Telstra Annual General Meeting in October next year.
お知らせ • Sep 19Equipsuper Superannuation Fund signed a non-binding Memorandum of Understanding to acquire Telstra Super Pty Ltd. from Telstra Group Limited (ASX:TLS) in a merger of equals transaction.Equipsuper Superannuation Fund signed a non-binding Memorandum of Understanding to acquire Telstra Super Pty Ltd. from Telstra Group Limited (ASX:TLS) in a merger of equals transaction on September 17, 2024. The transaction is subject to consummation of due diligence investigation. It is expected that the merger would be executed via a Successor Fund Transfer in late 2025.
お知らせ • Aug 28+ 1 more updateTelstra Group Limited to Report First Half, 2025 Results on Feb 20, 2025Telstra Group Limited announced that they will report first half, 2025 results on Feb 20, 2025
Declared Dividend • Aug 18Final dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 28th August 2024 Payment date: 26th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (128% earnings payout ratio) nor is it covered by cash flows (105% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 42% to bring the payout ratio under control. EPS is expected to grow by 37% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 15Full year 2024 earnings released: EPS: AU$0.14 (vs AU$0.17 in FY 2023)Full year 2024 results: EPS: AU$0.14 (down from AU$0.17 in FY 2023). Revenue: AU$23.5b (up 3.4% from FY 2023). Net income: AU$1.62b (down 16% from FY 2023). Profit margin: 6.9% (down from 8.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15Telstra Corporation Limited Announces Fully Franked Final Dividend, Payable on 26 September 2024The Board of Telstra Group Limited resolved to pay a fully franked final dividend of 9 cents per share, bringing total dividends for the year to 18 cents and representing a 5.9% increase compared to last year. This outcome is consistent with policy to maximise the fully franked dividend and seek to grow it over time. Record date is 29 August 2024. Payment date 26 September 2024.
お知らせ • Jul 04Telstra Group Appoints Craig Emery as New Group Company Secretary, Effective 15 October 2024Telstra's board has announced it will appoint Craig Emery to the role of group company secretary to Telstra Group. The appointment will take effect immediately after the Annual General Meeting on 15 October 2024. Emery, currently Telstra legal executive and chief compliance officer, has worked with Telstra since 2006 and has held various senior legal roles since 2011. He will undertake the company secretary role in addition to his legal executive role.
Upcoming Dividend • Feb 21Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 28 March 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 77% respectively. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (3.2%).
Declared Dividend • Feb 18First half dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 28th February 2024 Payment date: 28th March 2024 Dividend yield will be 6.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 18% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.084 (vs AU$0.075 in 1H 2023)First half 2024 results: EPS: AU$0.084 (up from AU$0.075 in 1H 2023). Revenue: AU$11.4b (up 1.1% from 1H 2023). Net income: AU$964.0m (up 11% from 1H 2023). Profit margin: 8.4% (up from 7.7% in 1H 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Feb 06Telstra Announces Management ChangesTelstra announced its Group Executive of Telstra Enterprise, David Burns, would be leaving the company at the end of February. Oliver Camplin-Warner, the Head of Telstra Purple, will be promoted to lead the Enterprise business from 1 March 2024.
お知らせ • Nov 14Telstra Reaffirms Earnings Guidance for the Fiscal Year 2024Telstra reaffirmed earnings guidance for the fiscal year 2024. For the year, the company expects total income to be in the range of $22.8 billion to $24.8 billion.
お知らせ • Oct 20Telstra Group Limited Announces Cessation of John Mullen as DirectorTelstra Group Limited announced cessation of John Mullen as director. Date that director ceased to be director: 17 October 2023.
お知らせ • Oct 12Telstra Group Limited (ASX:TLS) agreed to acquire Versent Pty Ltd from Washington H. Soul Pattinson and Company Limited, founders, employees and investors for approximately AUD 260 million.Telstra Group Limited (ASX:TLS) agreed to acquire Versent Pty Ltd from Washington H. Soul Pattinson and Company Limited, founders, employees and investors for approximately AUD 260 million on October 11, 2023. Versent Pty Ltd reported revenue of AUD 130 million in FY23. Transaction is subject to various conditions being met, including certain securityholder processes. Completion is expected to occur within the next six weeks .
お知らせ • Sep 01+ 2 more updatesTelstra Group Limited to Report First Half, 2024 Results on Feb 15, 2024Telstra Group Limited announced that they will report first half, 2024 results on Feb 15, 2024
お知らせ • Aug 28Telstra Group Limited Announces Board ChangesTelstra Group Limited Chairman John Mullen announced his intention to retire from the Telstra Board at the conclusion of this year’s Annual General Meeting, to be held on 17 October 2023. Mr. Mullen will be succeeded as chairman by current director Craig Dunn. Craig Dunn first joined the Telstra Board in April 2016 and was re-elected at last year’s AGM. He is currently chairman of the Audit & Risk Committee and a member of the Nomination Committee. Craig has more than 20 years’ experience in financial services in Australia and Asia, including being Chief Executive Officer and Managing Director of AMP from 2008 to 2013. He held various roles at AMP in a 13- year career including Managing Director of AMP Financial Services, Managing Director for AMP Bank and head of Corporate Strategy and M&A. From 1991 to 2000 he was at Colonial Mutual Group, including Managing Director for EON CMB Life Insurance in Malaysia and other senior roles in Group Strategy, M&A and Finance. Craig was a non-executive director at Westpac from 2015 to 2021, and is currently on the boards of MLC Life Insurance (from March 2023), Lion Pty Limited and Lion Global Craft Beverages Pty Limited (from 2021). He is also the chair of the ISO Blockchain Standards Committee (from 2017) and chair of The Australian Ballet (joined 2014, chair from 2015).
Upcoming Dividend • Aug 23Upcoming dividend of AU$0.085 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.2%).
お知らせ • Aug 18+ 1 more updateTelstra Corporation Limited Announces Ordinary Fully-Franked Final Dividend for the Year 2023, Payable on 28 September 2023Telstra Group Limited announced that, on 17 August 2023, the Directors resolved to pay a fully franked final dividend for the financial year 2023 of 8.5 cents per share ($982 million). The record date for the final dividend will be 31 August 2023, with payment to be made on 28 September 2023. Shares will trade excluding entitlement to the final dividend on 30 August 2023.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.17 (vs AU$0.14 in FY 2022)Full year 2023 results: EPS: AU$0.17 (up from AU$0.14 in FY 2022). Revenue: AU$23.2b (up 9.2% from FY 2022). Net income: AU$1.93b (up 14% from FY 2022). Profit margin: 8.3% (up from 7.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 16Non-Executive Director recently bought €65k worth of stockOn the 13th of March, Ming Long bought around 26k shares on-market at roughly €2.56 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €92k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Feb 22Upcoming dividend of AU$0.085 per share at 4.1% yieldEligible shareholders must have bought the stock before 01 March 2023. Payment date: 31 March 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.3%).
お知らせ • Feb 17+ 1 more updateTelstra Corporation Limited Provides Earnings Guidance for 2023Telstra Corporation Limited provided earnings guidance for 2023. For the period, the company expects total income of $23.0 billion to $25.0 billion.
Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.075 (vs AU$0.059 in 1H 2022)First half 2023 results: EPS: AU$0.075 (up from AU$0.059 in 1H 2022). Net income: AU$865.0m (up 24% from 1H 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 16Telstra Group Limited Appoints Maxine Brenner as Non-Executive DirectorTelstra Board Chairman announced the appointment of Maxine Brenner as a non-executive Director of the Telstra Board. Ms Brenner is an experienced ASX top-20 director with 14 years of board experience in some of the country's most high-profile companies. Her current Board roles include Woolworths, Qantas and Origin Energy. She is a former Managing Director of Investment Banking at Investec Bank (Australia) Limited. She also practised as a corporate lawyer with Freehill Hollingdale & Page (now Herbert Smith Freehills) and spent several years as a lecturer in the Faculty of Law at both the University of NSW and the University of Sydney. Ms Brenner will join the Board effective 17 February. She will stand for election at the Telstra Annual General Meeting in October this year.
お知らせ • Aug 26+ 2 more updatesTelstra Corporation Limited to Report First Half, 2023 Results on Feb 16, 2023Telstra Corporation Limited announced that they will report first half, 2023 results on Feb 16, 2023
Upcoming Dividend • Aug 17Upcoming dividend of AU$0.085 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 22 September 2022. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.4%).
Reported Earnings • Aug 12Full year 2022 earnings released: EPS: AU$0.14 (vs AU$0.16 in FY 2021)Full year 2022 results: EPS: AU$0.14 (down from AU$0.16 in FY 2021). Revenue: AU$22.0b (up 2.3% from FY 2021). Net income: AU$1.69b (down 9.1% from FY 2021). Profit margin: 7.7% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.1%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Buying Opportunity • Jun 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €3.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.2% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 10.0% per annum over the same time period.
Upcoming Dividend • Feb 23Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 02 March 2022. Payment date: 01 April 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (3.7%).
Reported Earnings • Feb 18First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.059 (down from AU$0.092 in 1H 2021). Revenue: AU$10.5b (down 4.4% from 1H 2021). Net income: AU$698.0m (down 36% from 1H 2021). Profit margin: 6.6% (down from 10.0% in 1H 2021). Revenue missed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 5.9%, compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Nov 03Independent Chairman of the Board recently bought €63k worth of stockOn the 28th of October, John Mullen bought around 25k shares on-market at roughly €2.53 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Upcoming Dividend • Aug 18Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 23 September 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.2%).
Reported Earnings • Aug 12Full year 2021 earnings released: EPS AU$0.16 (vs AU$0.15 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$23.1b (down 2.4% from FY 2020). Net income: AU$1.86b (up 2.1% from FY 2020). Profit margin: 8.0% (up from 7.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 12First half 2021 earnings released: EPS AU$0.092 (vs AU$0.096 in 1H 2020)The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$11.0b (down 9.7% from 1H 2020). Net income: AU$1.10b (down 3.6% from 1H 2020). Profit margin: 10.0% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue misses expectationsRevenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 2.7%, compared to a 6.9% growth forecast for the Telecom industry in Germany.
Is New 90 Day High Low • Feb 12New 90-day high: €2.04The company is up 5.0% from its price of €1.93 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.17 per share.
お知らせ • Nov 12Telstra Corporation Limited Proposes Corporate RestructureTelstra Corporation Limited announced an important milestone in its T22 strategy with the proposed restructuring of the organisation to create three separate legal entities within the Telstra Group. The proposed legal structure within the Telstra Group, expected to be completed by December 2021, would be: InfraCo Fixed, which would own and operate Telstra's passive or physical infrastructure assets: the ducts, fibre, data centres, subsea cables and exchanges that underpin Telstra's fixed telecommunications network. InfraCo Towers, which would own and operate Telstra's passive or physical mobile tower assets, which Telstra will look to monetise over time given the strong demand and compelling valuations for this type of high-quality infrastructure. ServeCo, which would continue to focus on creating innovative products and services, supporting customers and delivering the best possible customer experience. ServeCo would own the active parts of the network, including the radio access network and spectrum assets to ensure Telstra continues to maintain its industry leading mobile coverage and network superiority. Telstra InfraCo was established as a standalone business unit in 2018 as part of Telstra's T22 strategy, for three reasons to provide greater transparency of the value of Telstra's infrastructure assets; to improve infrastructure operating efficiency; and thirdly to create optionality post the roll out of the nbn, including the flexibility to monetise different asset groups.
お知らせ • Oct 27Telstra Corporation Limited Announces Group Executive ChangesTelstra Corporation Limited announced that Michael Ebeid who has been Group Executive for the Enterprise business for the past two years will be leaving Telstra to pursue other business interests and will be replaced by David Burns who currently leads Telstra Global Business Services. Dean Salter, Chief Operating Officer, Jetstar Airways has been appointed Group Executive, Global Business Services replacing David.