BT Group plc

LSE:BT.A 株式レポート

時価総額：UK£21.6b

BT Group マネジメント

マネジメント 基準チェック /34

BT Groupの CEO はAllison Kirkbyで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は£ 2.49Mで、 44.2%給与と55.8%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0.016%を直接所有しており、その価値は£ 3.36M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と5.1年です。

主要情報

Allison Kirkby

最高経営責任者

UK£2.5m

報酬総額

CEO給与比率44.21%
CEO在任期間2.3yrs
CEOの所有権0.02%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間5.1yrs

経営陣の近況

Recent updates

BT.A: Fibre Monetisation And Execution Risks Will Likely Cap Future Upside

Narrative Update on BT Group The analyst price target for BT Group has increased to £1.43 from £1.40. Analysts attribute this change to updated assumptions around softer expected revenue declines, a much stronger profit margin profile, a lower discount rate, a recalibrated future P/E, recent target increases from £1.40 to £1.50, and a continued focus on fibre-driven free cash flow potential.

BT.A: Fiber Monetisation Will Support Future Re Rating On Cash Generation Potential

BT Group's analyst price targets have moved higher, with recent raises to £1.50 and £2.50 and fresh conviction list inclusion, as analysts point to updated fair value assumptions, expectations around fiber monetization, and future P/E levels. Analyst Commentary Recent research updates cluster around higher price targets and renewed attention on BT Group, with several bullish analysts highlighting valuation support and execution on long term initiatives such as fiber.

BT.A: Execution Risks In Fiber Monetization Will Limit Future Upside

The analyst price target for BT Group has moved higher into a £1.50 to £2.50 range, with analysts pointing to improving fiber monetization and free cash flow potential as key reasons for the shift. Analyst Commentary Recent Street research highlights a mixed backdrop for BT Group, with price targets now spread across a relatively wide £1.50 to £2.50 range and different views on how quickly fiber investments might translate into cash returns.

BT.A: Fiber Monetisation Will Support Re-Rating On Stronger Cash Generation

Analysts have nudged their average price target on BT Group higher, with recent moves ranging from £1.40 to £2.50. They point to fibre monetisation and improved cash flow expectations, alongside slightly adjusted discount rate, revenue growth and profit margin assumptions.

BT.A: Execution Risks Around Margin Assumptions Will Limit Future Upside

Analysts have lifted their fair value estimate for BT Group from £1.35 to £1.40, reflecting updated assumptions around the discount rate, margins, future P/E and a recent move in Street price targets, including an increase from £2.40 to £2.50 by one firm. Analyst Commentary While the latest fair value adjustment and some Street targets support a modestly higher valuation for BT Group, not every analyst is leaning positive.

BT.A: Fiber And 5G Execution Will Support Re-Rating On Improved Confidence

Analysts recently lifted their price target on BT Group to £2.50 from £2.40, citing updated assumptions around discount rates, profit margins, and forward P/E expectations as key drivers of the revised view. Analyst Commentary Bullish analysts are signaling increased confidence in BT Group's equity story, reflected in the adjusted price target to £2.50.

BT.A: Fiber And 5G Execution Will Support Re-Rating On Rising Confidence

Analysts have nudged their price target on BT Group from £2.40 to £2.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts lifting the price target to £2.50 signal increased confidence that recent assumptions on discount rate, revenue trends, margins and future P/E can justify a higher valuation range.

BT.A: Higher Cybersecurity Spend And Thin Margins Will Restrain Future Upside

Analysts have lifted their price target for BT Group to £1.35, highlighting updated assumptions for revenue trends, profit margins, and a higher future P/E multiple as key drivers of the revised view. What's in the News BT partnered with Pindrop to offer voice security solutions to UK enterprise customers, integrating technologies such as Pindrop Protect and Pindrop Passport to address rising contact centre fraud and deepfake risks.

What You Can Learn From BT Group plc's (LON:BT.A) P/E

Dec 30
What You Can Learn From BT Group plc's (LON:BT.A) P/E

BT.A: Fiber And 5G Execution Will Drive Re-Rating Potential Ahead

Analysts have trimmed their price target on BT Group to GBP 1.50 from GBP 2.25, reflecting more cautious expectations for sector consolidation benefits and a modestly lower projected valuation multiple, despite slightly improved growth and margin assumptions. Analyst Commentary Recent Street research indicates that sentiment around BT Group remains mixed, with some caution on execution and sector dynamics offset by pockets of optimism on valuation and potential strategic catalysts.

BT.A: Sector Mergers Will Drive Future Upside Despite Recent Rating Downgrades

Analysts have trimmed their average price target on BT Group from 225 GBp to 150 GBp, citing a less favorable relative outlook as sector merger dynamics and modestly softer growth expectations temper the company’s risk reward profile. Analyst Commentary Recent rating changes reflect a more balanced, wait and see stance on BT Group, with analysts reassessing the companys relative positioning as sector consolidation and shifting capital allocation priorities reshape the competitive landscape.

BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

Nov 24
BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

BT.A: Sector Mergers Will Drive Near-Term Share Momentum Despite Operational Risks

BT Group's analyst price target has been adjusted slightly lower to approximately £2.06 per share from £2.07. This reflects analysts’ updated views on sector dynamics and modest changes to growth and profitability expectations.

BT Group's (LON:BT.A) Dividend Will Be £0.0245

Nov 09
BT Group's (LON:BT.A) Dividend Will Be £0.0245

BT Group's (LON:BT.A) Returns Have Hit A Wall

Nov 07
BT Group's (LON:BT.A) Returns Have Hit A Wall

BT.A: Telecom Sector Resilience And Industry Mergers Will Drive Near-Term Outperformance

Analysts have lowered their price targets on BT Group, with reductions ranging from £2.25 to £1.40 per share. They cite concerns about ongoing revenue pressures and expected further declines in key business segments.

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

BT Group’s updated analyst price targets reflect a modest range of downward and upward revisions, now spanning from £1.40 to £2.25 per share. Analysts cite imminent telecom sector mergers and declining Openreach performance among the key factors behind these changed outlooks.

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

The consensus analyst price target for BT Group has decreased slightly, falling by £0.03 to £2.07. Analysts cite sector downgrades and expectations of slower revenue growth as key drivers for the revised outlook.

Is BT Group (LON:BT.A) Using Too Much Debt?

Sep 26
Is BT Group (LON:BT.A) Using Too Much Debt?

Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

Sep 08
Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

Analysts maintain a cautious view on BT Group due to persistent concerns over Openreach’s declining external revenue and ongoing business uncertainty, resulting in an unchanged consensus price target of £2.10. Analyst Commentary Bearish analysts highlight continued concerns about Openreach's external revenue, which transitioned to decline in 2024/25 with expectations for further deterioration.

BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

Jul 24
BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Jul 09
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Returns On Capital At BT Group (LON:BT.A) Have Stalled

Jul 02
Returns On Capital At BT Group (LON:BT.A) Have Stalled

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Jun 12
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

May 29
BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576

May 25
BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576
User avatar

Fiber And 5G Expansion To Drive Growth Amidst Global Transformation

Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth.

CEO報酬分析

BT Group の収益と比較して、Allison Kirkby 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 2025n/an/a

UK£950m

Jun 30 2025n/an/a

UK£1b

Mar 31 2025UK£2mUK£1m

UK£1b

Dec 31 2024n/an/a

UK£910m

Sep 30 2024n/an/a

UK£766m

Jun 30 2024n/an/a

UK£811m

Mar 31 2024UK£2mUK£288k

UK£855m

Dec 31 2023n/an/a

UK£1b

Sep 30 2023n/an/a

UK£2b

Jun 30 2023n/an/a

UK£2b

Mar 31 2023UK£133kn/a

UK£2b

Dec 31 2022n/an/a

UK£2b

Sep 30 2022n/an/a

UK£2b

Jun 30 2022n/an/a

UK£2b

Mar 31 2022UK£124kn/a

UK£1b

Dec 31 2021n/an/a

UK£1b

Sep 30 2021n/an/a

UK£1b

Jun 30 2021n/an/a

UK£1b

Mar 31 2021UK£124kn/a

UK£1b

Dec 31 2020n/an/a

UK£1b

Sep 30 2020n/an/a

UK£2b

Jun 30 2020n/an/a

UK£2b

Mar 31 2020UK£117kn/a

UK£2b

報酬と市場: Allisonの 総報酬 ($USD 3.39M ) は、 UK市場 ($USD 7.22M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Allisonの報酬は過去 1 年間で 20% 以上増加しました。

CEO

Allison Kirkby (58 yo)

2.3yrs
在職期間
UK£2,488,000
報酬

Ms. Allison Kirkby, FCMA, was Director of Brookfield Asset Management Ltd. until March 17, 2025. She serves as Chief Executive Officer of BT Group plc since Janyary 31, 2024.She is Senior Advisor of Infra...

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
Allison Kirkby
CEO & Director2.3yrsUK£2.49m0.016%
£ 3.4m
Simon Lowth
CFO & Executive Director9.8yrsUK£3.40m0.029%
£ 6.2m
Nicholas Delfas
Director of Investor Relationsno dataデータなしデータなし
Sabine Chalmers
Group General Counsel8.1yrsデータなしデータなし
Alison Wilcox
Chief People & Culture Officerless than a yearデータなしデータなし
Clive Selley
Chief Executive Officer of BT Internationalless than a yearデータなしデータなし
John Watson
Interim Head of Digital Team & Chief Security and Networks Officer3.7yrsデータなし0.0084%
£ 1.8m
Ashish Gupta
Chief Operating Officer of Enterprise Business7.6yrsデータなしデータなし
Gabrielle Ginér
Head of Sustainable Business Policyno dataデータなしデータなし
Chris Sims
Managing Director of Strategyno dataデータなしデータなし
Stephen Best
Managing Director of Enterprise Productsno dataデータなしデータなし
Neil McRae
Managing Director & Chief Architectno dataデータなしデータなし
3.7yrs
平均在職期間
60yo
平均年齢

経験豊富な経営陣: BT.Aの経営陣は 経験豊富 であると考えられます ( 3.7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
Allison Kirkby
CEO & Director7.2yrsUK£2.49m0.016%
£ 3.4m
Simon Lowth
CFO & Executive Director9.8yrsUK£3.40m0.029%
£ 6.2m
Robert McTighe
Chairman of Openreach9.3yrsデータなしデータなし
Sara Weller
Independent Non-Executive Director5.8yrsUK£135.00k0.00053%
£ 114.4k
Matthew Key
Independent Non-Executive Director7.6yrsUK£168.00k0.0021%
£ 453.3k
Adam Crozier
Independent Non-Executive Chairman4.5yrsUK£711.00k0.00063%
£ 136.0k
Raphael Kübler
Non-Independent Non-Executive Director2.3yrsデータなしデータなし
Steven Guggenheimer
Independent Non-Executive Director3.6yrsUK£154.00k0.00010%
£ 21.6k
Dame Linda Cairnie
Senior Independent Non-Executive Director3.1yrsUK£172.00k0.00030%
£ 64.8k
Maggie Jones
Independent Non-Executive Director3.2yrsUK£162.00k0.00070%
£ 151.1k
Daniela Rus
Member of Technology Advisory Board5.1yrsデータなしデータなし
John Stecher
Member of Technology Advisory Board5.1yrsデータなしデータなし
5.1yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: BT.Aの 取締役会 は 経験豊富 であると考えられます ( 5.1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2026/05/01 00:34
終値2026/05/01 00:00
収益2025/09/30
年間収益2025/03/31

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

BT Group plc 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。40

アナリスト機関
Andrew Charles BealeArete Research Services LLP
John DaviesBanco Santander
Maurice PatrickBarclays