The Sage Group plc

LSE:SGE 株式レポート

時価総額:UK£8.0b

Sage Group マネジメント

マネジメント 基準チェック /44

Sage Groupの CEO はSteve Hareで、 Nov2018年に任命され、 の在任期間は 7.5年です。 の年間総報酬は£ 4.56Mで、 22.6%給与と77.4%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0.074%を直接所有しており、その価値は£ 5.95M 。経営陣と取締役会の平均在任期間はそれぞれ5年と5.2年です。

主要情報

Steve Hare

最高経営責任者

UK£4.6m

報酬総額

CEO給与比率22.56%
CEO在任期間7.5yrs
CEOの所有権0.07%
経営陣の平均在職期間5yrs
取締役会の平均在任期間5.2yrs

経営陣の近況

Recent updates

ナラティブの更新 May 17

SGE: AI Rollout And Buyback Will Shape Measured Outlook After Cautious Repricing

Analysts have adjusted Sage Group's fair value estimate from about £8.50 to roughly £8.77 per share, aligning with recent price target changes to £11.50 from £13.00 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Sage Group has leaned more cautious, with price targets adjusted to reflect what bearish analysts see as a less generous backdrop for valuation and execution.
ナラティブの更新 May 01

SGE: Mixed Views On AI Rollout And Buyback Will Shape Future Upside

Analysts have trimmed Sage Group's fair value estimate to £8.50 from £9.00, reflecting recent reductions in Street price targets to around £11.50 and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has tilted more cautious on Sage Group, with several Bearish analysts cutting price targets and reassessing the risk and reward trade off.
ナラティブの更新 Apr 16

SGE: Banking Partnerships And Share Buybacks Will Support Future Share Price Upside

Narrative Update The analyst price target for Sage Group has been reduced by £200, with analysts attributing this change to a lower fair value estimate, a reduced future P/E assumption and updated margin expectations. Analyst Commentary Recent research on Sage Group has focused on recalibrating valuation assumptions rather than making wholesale changes to the fundamental story.
ナラティブの更新 Apr 01

SGE: Mixed Research Views And Partnerships Will Shape Future Upside Potential

Analysts have reduced Sage Group's fair value estimate from £9.50 to £9.00. This reflects recent price target revisions from £14.00 to £11.50, along with mixed updates that balance slightly adjusted growth, margin and future P/E assumptions.
ナラティブの更新 Mar 18

SGE: Cloud Partnerships And Buybacks Will Support Durable Long Term Upside

Analysts have trimmed the Sage Group fair value estimate from about £16.20 to roughly £15.22, citing lower price targets such as Citi's move to £11.50 per share, alongside more supportive views from other firms that still regard the company's growth outlook as attractively priced at current levels. Analyst Commentary Recent research shows a mixed but generally constructive tone around Sage Group, with some trimming of upside targets alongside fresh upgrades that point to confidence in the current share price as an entry point.
ナラティブの更新 Mar 04

SGE: Upgrades And Execution Will Shape Future Upside Potential

Analysts have nudged their blended price target for Sage Group to £1,425, up £25, citing what they see as attractively priced growth and slight tweaks to assumptions around the discount rate, revenue growth, margins and future P/E. Analyst Commentary Recent research points to what some analysts see as attractively priced growth for Sage Group at current share levels, with price targets such as £1,425 being cited as consistent with this view.
ナラティブの更新 Feb 18

SGE: Embedded Banking Partnerships Will Support Further Share Price Upside

The analyst price target for Sage Group has been adjusted to £1,250 from £1,350, as analysts refine fair value, discount rate, growth, margin and P/E assumptions in light of recent mixed research that includes both upgrades and a reduced target. Analyst Commentary Recent research on Sage Group reflects a mix of optimism on growth prospects and caution on valuation and execution, which helps explain the adjustment in the consensus price target.
ナラティブの更新 Feb 03

SGE: Mixed Rating Signals And Execution Risks Will Shape Future Fair Value Outlook

The analyst price target for Sage Group has shifted to £12.50 from £13.50, as analysts balance softer assumptions around future P/E with still supportive views on revenue growth, margins and recent upgrades that present current growth as attractively priced and the shares as undervalued. Analyst Commentary Recent Street research shows a mixed but generally constructive stance on Sage Group, with several firms adjusting price targets while reiterating positive views on the business model and revenue profile.
分析記事 Feb 02

Subdued Growth No Barrier To The Sage Group plc's (LON:SGE) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
分析記事 Jan 21

Estimating The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£11.44 based on 2 Stage Free Cash Flow to Equity With UK£10.42...
ナラティブの更新 Jan 20

SGE: Durable Model And Capital Returns Will Support Further Share Price Upside

Narrative update on Sage Group The updated analyst price target for Sage Group reflects a modest fair value adjustment to £13.02. Analysts point to recent mixed target changes across £12.50 to £14.25 and differing views on growth, valuation and the durability of its model.
分析記事 Jan 07

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

The Sage Group plc ( LON:SGE ) has announced that it will be increasing its dividend from last year's comparable...
ナラティブの更新 Jan 06

SGE: Mixed Rating Signals And Execution Risks Will Shape Fair Value Outlook

We have trimmed our fair value estimate for Sage Group from £10.50 to £10.00 per share. This reflects analysts' mixed price target revisions around £12.50 to £13.50, which weigh a higher discount rate and slightly lower margin expectations against steady growth assumptions and a more moderate future P/E of about 22.4x.
分析記事 Dec 29

Does Sage Group (LON:SGE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Dec 16

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
ナラティブの更新 Dec 15

SGE: Cloud Transition And Buybacks Will Support Durable Long Term Upside

Analysts now set a modestly higher fair value for Sage Group at approximately £16.20 per share, up from about £16.00. This reflects confidence in its durable growth model and recent earnings delivery, even as they factor in slightly slower revenue growth and margin expectations.
分析記事 Dec 06

Analyst Estimates: Here's What Brokers Think Of The Sage Group plc (LON:SGE) After Its Annual Report

The full-year results for The Sage Group plc ( LON:SGE ) were released last week, making it a good time to revisit its...
ナラティブの更新 Dec 01

SGE: Share Buyback and New Dividend Plan Set to Drive Upside

Analysts have revised Sage Group's price target downward from £13.49 to £13.23 per share. This reflects a modest reduction as they incorporate mixed views on growth prospects and recent updates to revenue and discount rate assumptions.
分析記事 Nov 30

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
分析記事 Nov 22

The Sage Group plc (LON:SGE) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The Sage Group plc ( LON:SGE ) shareholders are probably feeling a little disappointed, since its shares fell 2.3% to...
分析記事 Nov 12

Returns On Capital At Sage Group (LON:SGE) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 Sep 13

Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Sep 01

A Look At The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£10.44 based on 2 Stage Free Cash Flow to Equity Sage Group's...
分析記事 Aug 20

The Sage Group plc's (LON:SGE) Price In Tune With Earnings

LSE:SGE 1 Year Share Price vs Fair Value Explore Sage Group's Fair Values from the Community and select yours The Sage...
分析記事 Jul 27

Here's What To Make Of Sage Group's (LON:SGE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 Jul 13

Here's Why Sage Group (LON:SGE) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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新しいナラティブ Nov 24

AI Integration And Global Expansion Propel Exciting Revenue Growth And Market Opportunities

Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention.

CEO報酬分析

Sage Group の収益と比較して、Steve Hare 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
Sep 30 2025UK£5mUK£1m

UK£369m

Jun 30 2025n/an/a

UK£358m

Mar 31 2025n/an/a

UK£347m

Dec 31 2024n/an/a

UK£335m

Sep 30 2024UK£5mUK£904k

UK£323m

Jun 30 2024n/an/a

UK£295m

Mar 31 2024n/an/a

UK£267m

Dec 31 2023n/an/a

UK£239m

Sep 30 2023UK£4mUK£833k

UK£211m

Jun 30 2023n/an/a

UK£210m

Mar 31 2023n/an/a

UK£208m

Dec 31 2022n/an/a

UK£234m

Sep 30 2022UK£3mUK£803k

UK£260m

Jun 30 2022n/an/a

UK£276m

Mar 31 2022n/an/a

UK£291m

Dec 31 2021n/an/a

UK£288m

Sep 30 2021UK£3mUK£785k

UK£285m

Jun 30 2021n/an/a

UK£259m

Mar 31 2021n/an/a

UK£232m

Dec 31 2020n/an/a

UK£271m

Sep 30 2020UK£2mUK£781k

UK£310m

Jun 30 2020n/an/a

UK£323m

Mar 31 2020n/an/a

UK£336m

Dec 31 2019n/an/a

UK£301m

Sep 30 2019UK£2mUK£765k

UK£266m

報酬と市場: Steveの 総報酬 ($USD 6.13M ) は、 UK市場 ($USD 6.97M ) の同様の規模の企業の平均とほぼ同じです。

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


CEO

Steve Hare (64 yo)

7.5yrs
在職期間
UK£4,562,000
報酬

Mr. Stephen Hare, also known as Steve, BA, ACA, B.com, is Non-Executive Director of Sainsbury's Supermarkets Ltd from July 3, 2025. Mr. Hare is Independent Non-Executive Director of J Sainsbury plc from Ju...


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
Stephen Hare
CEO & Executive Director7.5yrsUK£4.56m0.074%
£ 6.0m
Jacqui Cartin
Executive VPless than a yearデータなし0.000040%
£ 3.2k
Aaron Harris
Chief Technology Officer7.1yrsデータなし0.030%
£ 2.4m
James Sandford
Vice President of Investor Relationsno dataデータなしデータなし
Victoria Bradin
General Counsel & Company Secretary9.6yrsデータなし0.016%
£ 1.3m
Amanda Cusdin
Chief People Officer8.6yrsデータなし0.017%
£ 1.4m
Rainer Downar
Managing Director of Central Europeno dataデータなしデータなし
Derk Bleeker
Chief Commercial Officer4.6yrsデータなし0.029%
£ 2.3m
Amy Lawson
Chief Brand & Corporate Affairs Officer5.3yrsデータなし0.012%
£ 936.7k
Mark Hickman
Managing Director of North America2.2yrsデータなしデータなし
Simon Longbottom
Chief Growth Officerless than a yearデータなし0.0015%
£ 122.8k
Krish Vitaldevara
Chief Product Officerno dataデータなしデータなし
5.0yrs
平均在職期間
48yo
平均年齢

経験豊富な経営陣: SGEの経営陣は 経験豊富 であると考えられます ( 5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
Stephen Hare
CEO & Executive Director12.3yrsUK£4.56m0.074%
£ 6.0m
Jacqui Cartin
Executive VPno dataデータなし0.000040%
£ 3.2k
Andrew Duff
Independent Non-Executive Chairman5yrsUK£454.00k0.0015%
£ 117.2k
John Bates
Independent Non-Executive Director7yrsUK£90.00k0.0058%
£ 462.3k
Lori Mitchell-Keller
Independent Non-Executive Director1.3yrsUK£60.00k0.0011%
£ 89.1k
Annette Court
Senior Independent Non-Executive Director7.1yrsUK£120.00k0.00081%
£ 65.0k
Derek Harding
Independent Non-Executive Director5.2yrsUK£86.00k0.0022%
£ 179.0k
Jonathan Michael Bewes
Independent Non-Executive Director7.1yrsUK£107.00k0.0011%
£ 89.1k
Roisin Jane Donnelly
Independent Non-Executive Director3.3yrsUK£103.00k0.0011%
£ 89.1k
Maggie Jones
Independent Non-Executive Director3.4yrsUK£96.00k0.0011%
£ 89.1k
5.2yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: SGEの 取締役会経験豊富 であると考えられます ( 5.2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2026/05/21 10:33
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/09/30

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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Sage Group plc 17 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。37

アナリスト機関
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays