AXA SA

ENXTPA:CS 株式レポート

時価総額：€87.4b

AXA マネジメント

マネジメント 基準チェック /44

現在、CEO に関する十分な情報がありません。

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10yrs
CEOの所有権0.07%
経営陣の平均在職期間4.6yrs
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

ナラティブ更新 • Sep 03

CS: Higher Earnings Multiple Will Be Supported By AI Governance Progress

Analysts have lifted the fair value estimate for AXA to €66.18 from €64.68, reflecting higher Street price targets that now reach up to €77.10 as they point to updated assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on AXA points to a cluster of higher price targets and supportive ratings that highlight constructive views on the stock.
ナラティブ更新 • Aug 13

CS: Raised Price Views Will Support A Higher Future Earnings Multiple

AXA’s updated analyst price target has risen to €64.68 from €62.41. This reflects adjustments in fair value, discount rate, revenue growth, profit margin and future P/E that are broadly consistent with recent target increases from several research firms.
ナラティブ更新 • Jul 30

CS: Higher Revenue Assumptions And Lower Discount Rate Will Test Execution

AXA's analyst price target has increased to €42.40 from €40.00, with analysts citing updated assumptions for revenue growth, margins, P/E and discount rates that are broadly consistent with recent upward revisions to Street targets in the range of approximately €50 to €77.10 per share. Analyst Commentary Recent Street research on AXA shows a wide spread in price targets, ranging from around €50 to €77.10 per share.
ナラティブ更新 • Jul 16

CS: Updated Fair Value And P/E Assumptions Will Shape Balanced Re Rating

AXA's analyst price target has been nudged higher to €50, with analysts pointing to slightly adjusted fair value estimates, updated revenue growth and margin assumptions, and modestly refined future P/E expectations as key factors supporting the change. Analyst Commentary Recent research commentary on AXA points to a mixed but generally constructive view, with several price target increases and one reduction reflecting different opinions on valuation, growth assumptions, and execution risk.
新しいナラティブ • Jun 30

Climate And Aging Trends Will Shape Insurance Demand While Returns Stay Steady

Catalysts About AXA AXA is a global insurance group offering property and casualty, life, health, savings and retirement products to retail clients, businesses and institutions. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jun 18

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

Analysts have nudged the fair value estimate for AXA higher to €47.51 from €46.48, citing a series of upward revisions to price targets, including recent increases to around €77.10 from €57.40 and by €1 in other Street updates, alongside broadly supportive new coverage. Analyst Commentary Recent Street research on AXA offers a mix of optimism and caution that investors can weigh against the revised fair value estimate.
新しいナラティブ • Jun 15

AI And Climate Risk Tailwinds Will Reshape This Global Insurer’s Next Decade

Catalysts About AXA AXA is a global insurance group active in Property & Casualty, Life, Health, Savings and reinsurance across Europe, Asia, Africa and other markets. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • 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.
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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
Jun 30 2026n/an/a

€8b

Mar 31 2026n/an/a

€7b

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 ($USD 7.12M ) は、 French市場 ($USD 5.64M ) の同様の規模の企業の平均とほぼ同じです。

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)

10yrs
在職期間
€6,144,119
報酬

Dr. Thomas Buberl, Ph D., serves as Advisory Board Member at Planet First Partners Gérant Sàrl. He is Independent Director of International Business Machines Corporation from April 28, 2020.Dr. Buberl is...

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 & Director10yrs€6.14m0.066%
€ 58.0m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director10.3yrs€106.42k0.011%
€ 9.5m
Alban de Mailly Nesle
Group Chief Financial Officer5.2yrs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 Officer1.7yrsデータなしデータなし
Anu Venkataraman
Group Chief Strategy Officer & Head of Investor Relations4yrsデータなしデータなし
Ulrike Decoene
Group Chief Communication7.5yrsデータなしデータなし
Astrid Panosyan-Bouvet
Group Chief Human Resources Officerno data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 Finance1.7yrsデータなしデータなし
Patrick Cohen
Chief Executive Officer of European Markets & Health9.8yrsデータなしデータなし
Claudio Gienal
Chief Transformation Officer for European Markets & Health3.2yrsデータなしデータなし
4.6yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: CSの経営陣は 経験豊富 であると考えられます ( 4.6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
Thomas Buberl
CEO & Director10yrs€6.14m0.066%
€ 58.0m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director6.3yrs€106.42k0.011%
€ 9.5m
Claude Bébéar
Honorary Chairman16.4yrsデータなしデータなし
Angelien G. Kemna
Independent Director10.4yrs€172.04k0.00036%
€ 314.6k
Gerald Harlin
Director4.4yrs€171.05k0.024%
€ 21.0m
Ramon Fernandez
Independent Director5.4yrs€233.81k0.00037%
€ 323.3k
Guillaume M. J. Faury
Independent Director5.4yrs€173.92k0.00025%
€ 218.5k
Antoine Gosset-Grainville
Independent Chairman of the Board6.3yrsデータなし0.00021%
€ 183.5k
Martine Bievre
Employees Representative Director8.3yrs€106.42k0.000020%
€ 17.5k
Bettina Cramm
Employees Representative Director8.3yrs€140.17k0.00017%
€ 148.5k
Ewout Steenbergen
Independent Director1.7yrs€184.14k0.00010%
€ 87.4k
Marie-France Tschudin
Independent Director6.3yrs€140.17k0.00020%
€ 174.8k
6.3yrs
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 は 経験豊富 であると考えられます ( 6.3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2026/09/13 16:44
終値2026/09/11 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
  • 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

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。

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 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 13 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