AXA SA

ENXTPA:CS 株式レポート

時価総額:€81.6b

AXA マネジメント

マネジメント 基準チェック /34

AXAの CEO はThomas Buberlで、 Sep2016年に任命され、 の在任期間は 9.75年です。 の年間総報酬は€ 6.14Mで、 26.9%給与と73.1%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0.062%を直接所有しており、その価値は€ 50.23M 。経営陣と取締役会の平均在任期間はそれぞれ6.1年と6年です。

主要情報

Thomas Buberl

最高経営責任者

€6.1m

報酬総額

CEO給与比率26.85%
CEO在任期間9.8yrs
CEOの所有権0.06%
経営陣の平均在職期間6.1yrs
取締役会の平均在任期間6yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 03

CS: Higher Fair Value And P/E Assumptions Will Support Measured Re Rating

AXA's analyst price target has edged higher by about €0.35, with analysts pointing to modestly revised assumptions around fair value, discount rate, profit margin and future P/E. This move is supported by recent research that includes both a €1 target increase and a €1 reduction from different banks, alongside a bullish initiation.
ナラティブの更新 May 08

CS: Technical And Fee-Based Shift Plus Buybacks Will Support Measured Re-Rating

AXA's fair value estimate edges higher to €46.12 from €46.07 as analysts refine assumptions around revenue growth, profit margins and future P/E, supported by a series of recent price target increases and bullish initiations on the stock. Analyst Commentary Recent Street research around AXA has been active, with several price target revisions and fresh initiations feeding into the updated fair value estimate.
ナラティブの更新 Apr 22

CS: Technical And Fee-Based Earnings Mix Will Support Re-Rating As Discount Persists

Analysts have nudged their average price target for AXA slightly higher to about €46.07. This reflects modest tweaks to assumptions around discount rates, profit margins and future P/E multiples, alongside recent Street research that includes both upward and downward target revisions clustered around the €46 to €50 range.
ナラティブの更新 Apr 07

CS: Technical And Fee-Based Earnings Shift Will Support Re-Rating As Discount Persists

AXA's analyst price targets have edged higher into a €46 to €50.70 range, as analysts point to improved profitability from technical insurance and fee-based earnings, along with what they view as an ongoing discount to European composite peers. Analyst Commentary Recent research points to a cluster of higher price targets for AXA, with analysts largely focused on the mix of technical insurance and fee-based earnings and how that feeds into profitability, earnings stability, and valuation relative to European peers.
ナラティブの更新 Mar 24

CS: Technical And Fee-Based Shift Will Support Re-Rating As Discount Persists

Analysts have nudged AXA's average price target higher to around €48 to €51, citing improved profitability from its focus on technical insurance and fee-based earnings and pointing out that the current valuation still sits at a discount to European composite peers. Analyst Commentary Recent Street research has tilted positive on AXA, with several banks lifting their price targets into a relatively tight band between €46 and about €51.
ナラティブの更新 Mar 10

CS: Technical And Fee-Based Shift Will Support Re-Rating Versus European Composite Peers

Our AXA fair value estimate has been adjusted from €45.27 to €46.05. This reflects higher analyst price targets in the €46 to €50.70 range and their focus on improved profitability, lower earnings volatility and a reduced P/E assumption.
ナラティブの更新 Feb 23

CS: Technical And Fee-Based Shift Will Support Higher Future Earnings Multiple

Analysts have nudged their price target for AXA slightly higher to about €45.27 from roughly €45.11, citing continued focus on technical insurance and fee-based earnings that they say is supporting improved profitability and a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the shift towards technical insurance and fee-based earnings as a key support for more stable and higher quality profit streams, which they see as supportive of a stronger P/E multiple over time.
ナラティブの更新 Feb 08

CS: Slightly Lower Discount Rate Will Support Forward Earnings Appeal

The analyst fair value estimate for AXA has been adjusted slightly higher to €45.11 from €45.06, as analysts refine their assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate adjusted slightly higher to €45.11 from €45.06.
ナラティブの更新 Jan 24

CS: Stable Assumptions And Slightly Higher Required Return Will Support Forward Earnings Appeal

Analysts have slightly raised their fair value estimate for AXA to €45.06 from €44.98, citing adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a marginally higher price target. Valuation Changes Fair value estimate is now set at €45.06, up slightly from €44.98, reflecting a very small adjustment in the model.
ナラティブの更新 Jan 10

CS: Stable Assumptions And Slightly Lower P/E Will Support Forward Earnings Appeal

Analysts have reduced their price target for AXA slightly to about €45, reflecting small adjustments to fair value estimates, discount rate assumptions and future P/E expectations, while keeping revenue growth and profit margin forecasts broadly unchanged. Valuation Changes Fair Value: Adjusted slightly from €45.07 to €44.98, indicating a very small reduction in the estimated fair value per share.
ナラティブの更新 Dec 17

CS: Lower Discount Rate Will Support Stronger Forward Earnings Appeal

Analysts have nudged their price target on AXA slightly higher to approximately €45.07 from about €45.04, citing a marginally lower discount rate and modest improvements in projected profit margins that together support a slightly richer valuation multiple. Valuation Changes Fair Value has risen slightly from approximately €45.04 to about €45.07, reflecting a marginal uplift in the intrinsic valuation estimate.
ナラティブの更新 Dec 03

CS: Modestly Higher Future Multiple Will Support Attractive Upside Potential

Analysts have modestly raised their price target on AXA to €45.04, citing a slightly higher assumed future price to earnings multiple, which more than offsets marginal adjustments to the discount rate and profit margin forecasts. Valuation Changes Fair Value Estimate unchanged at approximately €45.04 per share, indicating no revision to the intrinsic value assessment.
ナラティブの更新 Nov 19

CS: Strong Profit Margins And Stable P/E Will Drive Future Gains

Analysts have slightly raised their price target for AXA, increasing it from €44.96 to €45.04. This change is based on modest adjustments to projected revenue growth, profit margins, and discount rates.
ナラティブの更新 Nov 02

CS: Rising Profit Margins And Multiples Will Drive Global Expansion

Analysts have slightly raised their price target for AXA from €44.58 to €44.96, citing incremental improvements in profit margin and expected future earnings multiples as key factors supporting the revision. Valuation Changes Fair Value has increased slightly from €44.58 to €44.96.
分析記事 Aug 05

These Analysts Think AXA SA's (EPA:CS) Sales Are Under Threat

ENXTPA:CS 1 Year Share Price vs Fair Value Explore AXA's Fair Values from the Community and select yours One thing we...
分析記事 Jul 04

Here's Why AXA (EPA:CS) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
User avatar
新しいナラティブ Nov 07

Calculated Market Expansion And Innovative Products Drive Revenue Growth And Profitability

AXA's disciplined pricing and focus on operational excellence aim to enhance profitability in international markets.

CEO報酬分析

AXA の収益と比較して、Thomas Buberl 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
Dec 31 2025€6m€2m

€7b

Sep 30 2025n/an/a

€7b

Jun 30 2025n/an/a

€7b

Mar 31 2025n/an/a

€7b

Dec 31 2024€6m€2m

€7b

Sep 30 2024n/an/a

€7b

Jun 30 2024n/an/a

€7b

Mar 31 2024n/an/a

€7b

Dec 31 2023€6m€2m

€7b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€5b

Mar 31 2023n/an/a

€5b

Dec 31 2022€5m€2m

€5b

Sep 30 2022n/an/a

€6b

Jun 30 2022n/an/a

€7b

Mar 31 2022n/an/a

€7b

Dec 31 2021€5m€1m

€7b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€6b

Mar 31 2021n/an/a

€4b

Dec 31 2020€4m€1m

€3b

Jun 30 2020n/an/a

€3b

Mar 31 2020n/an/a

€3b

Dec 31 2019€5m€3m

€4b

報酬と市場: Thomasの 総報酬 ($USD 7.09M ) は、 French市場 ($USD 5.45M ) の同規模の企業の平均を上回っています。

報酬と収益: Thomasの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Thomas Buberl (53 yo)

9.8yrs
在職期間
€6,144,119
報酬

Dr. Thomas Buberl, Ph D., is Independent Director of International Business Machines Corporation from April 28, 2020. Dr. Buberl is CEO & Director of AXA SA from September 01, 2016.Dr. Buberl is CEO & Dir...


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
Thomas Buberl
CEO & Director9.8yrs€6.14m0.062%
€ 50.2m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director10yrs€106.42k0.0089%
€ 7.2m
Alban de Mailly Nesle
Group Chief Financial Officer4.9yrsデータなしデータなし
Gregoire Montchalin
Chief Accounting & Reporting Officerno dataデータなしデータなし
Matthieu Caillat
Group Chief Technology & AI Officer1.4yrsデータなしデータなし
Anu Venkataraman
Group Chief Strategy Officer & Head of Investor Relations3.8yrsデータなしデータなし
Ulrike Decoene
Group Chief Communication7.3yrsデータなしデータなし
Karima Silvent
Deputy General Secretary8.6yrsデータなしデータなし
Hassan El-Shabrawishi
Chief Executive Officer of International Marketsno dataデータなしデータなし
Guillaume Borie
Global Head of Finance1.4yrsデータなしデータなし
Patrick Cohen
Chief Executive Officer of European Markets & Health9.5yrsデータなしデータなし
Claudio Gienal
Chief Transformation Officer for European Markets & Health2.9yrsデータなしデータなし
6.1yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: CSの経営陣は経験豊富で経験豊富です(平均在職期間は6.1年)。


取締役

名称ポジション在職期間報酬所有権
Thomas Buberl
CEO & Director9.8yrs€6.14m0.062%
€ 50.2m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director6yrs€106.42k0.0089%
€ 7.2m
Claude Bébéar
Honorary Chairman16.2yrsデータなしデータなし
Angelien G. Kemna
Independent Director10.2yrs€172.04k0.00035%
€ 285.6k
Gerald Harlin
Director4.2yrs€171.05k0.024%
€ 19.3m
Ramon Fernandez
Independent Director5.2yrs€233.81k0.00037%
€ 301.9k
Guillaume M. J. Faury
Independent Director5.2yrs€173.92k0.00024%
€ 195.8k
Antoine Gosset-Grainville
Independent Chairman of the Board6yrsデータなし0.00021%
€ 171.4k
Martine Bievre
Employees Representative Director8yrs€106.42k0.000020%
€ 16.3k
Bettina Cramm
Employees Representative Director8yrs€140.17k0.00014%
€ 114.2k
Ewout Steenbergen
Independent Director1.4yrs€184.14kデータなし
Marie-France Tschudin
Independent Director6yrs€140.17k0.00019%
€ 155.0k
6.0yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: CSの 取締役会経験豊富 であると考えられます ( 6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2026/06/08 04:01
終値2026/06/08 00:00
収益2025/12/31
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

AXA SA 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。34

アナリスト機関
Markus MayerBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.
Valvanera Gómez PastorBanco Santander