View Past PerformanceConstellation Software バランスシートの健全性財務の健全性 基準チェック /26Constellation Softwareの総株主資本は$4.3B 、総負債は$5.4Bで、負債比率は125.7%となります。総資産と総負債はそれぞれ$16.2Bと$11.9Bです。 Constellation Softwareの EBIT は$1.9Bで、利息カバレッジ比率8.9です。現金および短期投資は$3.1Bです。主要情報125.68%負債資本比率US$5.36b負債インタレスト・カバレッジ・レシオ8.9x現金US$3.14bエクイティUS$4.27b負債合計US$11.90b総資産US$16.17b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 16Constellation Software Inc. to Report Q1, 2026 Results on May 12, 2026Constellation Software Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026お知らせ • Mar 28Constellation Software Inc. Announces Mark Leonard’s Decision to Not Stand for Re-Election to Board of Directors, Effective May 15, 2026Constellation Software Inc. announced that Mark Leonard, the founder and former President of Constellation, will not stand for re-election to the Board of Directors. His current term will conclude following Constellation’s annual meeting of shareholders on May 15, 2026. Mr. Leonard will continue to serve as an advisor to Constellation, with a particular focus on supporting the company’s Permanent Engaged Minority Shareholder (“PEMS”) strategy—an initiative centered on selective, long-term, and engaged minority investments that complement Constellation’s longstanding acquisition model.Recent Insider Transactions • Mar 18Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 15Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: US$24.16 (vs US$34.50 in FY 2024)Full year 2025 results: EPS: US$24.16 (down from US$34.50 in FY 2024). Revenue: US$11.6b (up 16% from FY 2024). Net income: US$512.0m (down 30% from FY 2024). Profit margin: 4.4% (down from 7.3% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.お知らせ • Mar 10+ 1 more updateConstellation Software Inc., Annual General Meeting, May 15, 2026Constellation Software Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto Canadaお知らせ • Feb 18Constellation Software Inc. to Report Q4, 2025 Results on Mar 09, 2026Constellation Software Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026お知らせ • Feb 11Constellation Homebuilder Systems Announces Stella AI- the Purpose-Built Ai Agent Delivering Instant, Decision-Ready Insights for HomebuildersConstellation HomeBuilder Systems announced Stella AI, an enterprise-grade AI agent for homebuilders. Built for executives and frontline teams alike, Stella AI blends industry-specific intelligence, data security, and integration with builder workflows. Stella AI gives builders immediate visibility into market trends, performance shifts, and opportunities for improvement by surfacing insights from BuilderMetrix - Constellation's proprietary real-time data, analytics, and benchmarking platform. BuilderMetrix features a robust homebuilding dataset which includes aggregated and anonymized financial and operational data from live builder ERP systems, and other third-party data that a builder may subscribe to.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$35,000, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$61,286 per share.Recent Insider Transactions • Dec 19President recently bought Mex$65m worth of stockOn the 12th of December, Mark Miller bought around 2k shares on-market at roughly Mex$43,008 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of Mex$79m worth in shares.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to Mex$44,054, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 23x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$65,173 per share.お知らせ • Dec 10Constellation Software Inc. Announces Appointment of Mark Miller to Board of DirectorsConstellation Software Inc. announced the appointment of Mark Miller to Constellation’s Board of Directors. Mr. Miller is the President of Constellation, and Executive Chairman of the Volaris Group. Mr. Miller has worked with Constellation, Volaris Group and its subsidiaries for more than 30 years. Mr. Miller co-founded Trapeze Group in 1988, which was the first company acquired by Constellation in 1995.お知らせ • Nov 08Constellation Software Inc. Declares Quarterly Dividend, Payable on January 12, 2026Constellation Software Inc. declared a $1.00 per share dividend payable on January 12, 2026 to all common shareholders of record at close of business on December 19, 2025. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).お知らせ • Oct 22+ 2 more updatesConstellation Software Inc. to Report Nine Months, 2026 Results on Oct 21, 2026Constellation Software Inc. announced that they will report nine months, 2026 results on Oct 21, 2026お知らせ • Oct 21Constellation Software Inc. to Report Q3, 2025 Results on Nov 07, 2025Constellation Software Inc. announced that they will report Q3, 2025 results After-Market on Nov 07, 2025お知らせ • Sep 26Constellation Software Inc. Announces President ChangesConstellation Software Inc. announced that Mark Leonard has made the decision to resign from his position as President of Constellation for health reasons, effective immediately. Mark Miller, who is currently the Chief Operating Officer of Constellation, has been appointed President by the Constellation Board of Directors. Mr. Leonard will remain as a Director on the Board, and Mr. Miller’s other roles within Constellation will remain unchanged.Declared Dividend • Sep 06Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 19th September 2025 Payment date: 10th October 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.お知らせ • Jul 15Constellation Software Inc. to Report Q2, 2025 Results on Aug 08, 2025Constellation Software Inc. announced that they will report Q2, 2025 results After-Market on Aug 08, 2025お知らせ • May 13Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2025Constellation Software Inc. declared a quarterly cash dividend of $1.00 per share, payable on July 11, 2025 to all common shareholders of record at close of business on June 20, 2025.お知らせ • Apr 15Constellation Software Inc. to Report Q1, 2025 Results on May 12, 2025Constellation Software Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025お知らせ • Mar 11Constellation Software Inc., Annual General Meeting, May 13, 2025Constellation Software Inc., Annual General Meeting, May 13, 2025.お知らせ • Mar 08Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2025 to all common shareholders of record at close of business on March 28, 2025.お知らせ • Feb 12Constellation Software Inc. to Report Q4, 2024 Results on Mar 07, 2025Constellation Software Inc. announced that they will report Q4, 2024 results After-Market on Mar 07, 2025お知らせ • Nov 09Constellation Software Inc. Declares Quarterly Cash Dividend, Payable on January 10, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on January 10, 2025 to all common shareholders of record at close of business on December 20, 2024. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).お知らせ • Oct 16Constellation Software Inc. to Report Q3, 2024 Results on Nov 08, 2024Constellation Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024Declared Dividend • Aug 16Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 20th September 2024 Payment date: 10th October 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: US$8.35 (vs US$4.86 in 2Q 2023)Second quarter 2024 results: EPS: US$8.35 (up from US$4.86 in 2Q 2023). Revenue: US$2.47b (up 21% from 2Q 2023). Net income: US$177.0m (up 72% from 2Q 2023). Profit margin: 7.2% (up from 5.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.Recent Insider Transactions • Jul 23General Counsel & Secretary recently sold Mex$4.6m worth of stockOn the 19th of July, Mark Dennison sold around 83.0 shares on-market at roughly Mex$55,058 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.3b. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.お知らせ • Jul 16Constellation Software Inc. to Report Q2, 2024 Results on Aug 09, 2024Constellation Software Inc. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024お知らせ • Jun 25Constellation Software Inc. Announces Executive Appointments of OmegroConstellation Software Inc. announced that Kevin Bradley and Troy O’Connor have been named Omegro’s Co-CEOs responsible for capital generation and capital deployment respectively. Both Bradley and O’Connor have deep global experience managing software businesses across the wide spectrum of software solutions. Bradley has had an impressive career leading successful software businesses across multiple sectors including financial services, supply chain and FMCG. Having joined Constellation Software Inc. over a decade ago through acquisition and having acquired and grown multiple businesses along the way, Bradley is an expert on the best practices required to run a world-class software business. O’Connor’s career spans over 25 years in the software industry having started in consulting before spending 10+ years as a co-founder of a software business. He joined Constellation Software Inc. in 2017 via the acquisition of Smartrak, where he was the CEO. Smartrak remains an Omegro portfolio company today. During his time at Constellation Software, O’Connor has had senior roles across both operations and M&A that has included leading numerous acquisitions of Omegro portfolio companies.お知らせ • May 16Constellation Software Inc. Announces Several Changes to the Harris Executive Team, Effective June 1, 2024The Harris operating group of Constellation Software Inc. announced several changes to the Harris executive team which will go into effect June 1, 2024: Jeff Bender will take on the newly created role of Executive Chairman of Harris and will continue to oversee the Harris Operating Group on behalf of Constellation Software. Jeff will also continue as a Director of Constellation. As Executive Chairman of Harris, Jeff will continue to drive overall strategy, provide oversight on complex M&A transactions, and support the development of Harris' senior business leaders. Jean Soucy to be appointed as Harris Group CEO. Jean was previously the President of the Harris Public Sector group.お知らせ • May 11Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2024Constellation Software Inc. declared a $1.00 per share quarterly dividend payable on July 11, 2024 to all common shareholders of record at close of business on June 20, 2024.お知らせ • Apr 17Constellation Software Inc. to Report Q1, 2024 Results on May 10, 2024Constellation Software Inc. announced that they will report Q1, 2024 results After-Market on May 10, 2024お知らせ • Mar 09Constellation Software Inc., Annual General Meeting, May 13, 2024Constellation Software Inc., Annual General Meeting, May 13, 2024.お知らせ • Mar 07Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2024Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2024 to all common shareholders of record at close of business on March 28, 2024.お知らせ • Feb 09Constellation Software Inc. announced that it expects to receive $1 billion in fundingConstellation Software Inc. announced private placement of 5.158% senior unsecured notes due 2029 for the gross proceeds of $500 million and 5.461% unsecured senior notes due 2034 for the gross proceeds of $500 million for the aggregate gross proceeds of $1,000 million on February 7, 2024. The notes will be senior unsecured obligations of the company and will rank equally in right of payment to all of the company’s existing and future senior unsecured indebtedness, including its amended and restated credit facility agreement announced on January 31, 2024. The notes will be guaranteed by certain subsidiaries of the company on the same basis as such subsidiaries have guaranteed the credit facility. The transaction is expected to close on February 16, 2024.お知らせ • Jan 18Constellation Software Inc. to Report Q4, 2023 Results on Mar 06, 2024Constellation Software Inc. announced that they will report Q4, 2023 results After-Market on Mar 06, 2024お知らせ • Dec 20Constellation Software Inc. Announces the Retirement of Dexter Salna as DirectorConstellation Software Inc. announced the retirement of Dexter Salna, effective December 31, 2023. Perseus is one of the six operating groups within CSI. Mr. Salna will continue to serve on the board of Perseus, along with Mark Leonard and Bernie Anzarouth. Mr. Salna will also continue as a member of the board of directors at CSI. Dexter was the chief executive and architect of Perseus and its predecessors. He founded the group with a 40 employee, Toronto-based acquisition, in early 2004. The group has completed more than 50 acquisitions, has over 4000 employees, and manages a half billion dollars of CSI's capital.Upcoming Dividend • Dec 12Upcoming dividend of US$1.00 per share at 0.2% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (0.9%).Recent Insider Transactions • Nov 19Director recently sold Mex$39m worth of stockOn the 15th of November, Barry Symons sold around 1k shares on-market at roughly Mex$39,039 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$72m more than they bought in the last 12 months.お知らせ • Nov 11+ 1 more updateConstellation Software Inc. Announces Appointment of Lawrence Cunningham and Dexter Salna to the Board of DirectorsConstellation Software Inc. board of directors of Constellation announced the appointment of Lawrence Cunningham and Dexter Salna to the Company's Board of Directors. Lawrence A. Cunningham is the Managing Partner of the Quality Shareholders Group (a boutique investor relations consultancy) since 2017 and Special Counsel, Mayer Brown LLP, since January 2023. Mr. Cunningham served as the Henry St. George Tucker III Research Professor of Law at George Washington University from 2007 to 2022 (elected emeritus in 2022). He has served on several public, private, and non-profit boards. He currently is a Director of Markel Group (New York Stock Exchange) and of Kelly Partners Group (Australia Stock Exchange). Mr. Cunningham also is a Trustee of the Museum of American Finance; a member of the Dean's Council of Lerner College of Business at the University of Delaware; a member of the Editorial Board of Financial History; and a member of the Advisory Board for the Ben Graham Centre for Value Investing at Ivey Business School. Mr. Cunningham has written extensively on corporate affairs, including the best-selling book, The Essays of Warren Buffett. In 2018, he received the B. Kenneth West Lifetime Achievement Award from the National Association of Corporate Directors (NACD; in 2023, he delivered Delaware Law School's 37th Annual F.G. Pileggi Distinguished Lecture in Corporate Law. Dexter Salna joined Constellation in 1995 and is currently the Chairman of the Perseus operating group within Constellation and oversees its Romulus and Digital Marketing portfolios of software businesses. Prior to his current position, Mr. Salna held various senior executive positions within the Volaris operating group of Constellation.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$8.36 (vs US$6.42 in 3Q 2022)Third quarter 2023 results: EPS: US$8.36 (up from US$6.42 in 3Q 2022). Revenue: US$2.13b (up 23% from 3Q 2022). Net income: US$177.0m (up 30% from 3Q 2022). Profit margin: 8.3% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.お知らせ • Oct 18Constellation Software Inc. to Report Q3, 2023 Results on Nov 09, 2023Constellation Software Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023財務状況分析短期負債: CSU Nの 短期資産 ( $5.8B ) は 短期負債 ( $6.1B ) をカバーしていません。長期負債: CSU Nの短期資産 ( $5.8B ) は 長期負債 ( $5.8B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: CSU Nの 純負債対資本比率 ( 52.1% ) は 高い と見なされます。負債の削減: CSU Nの負債対資本比率は、過去 5 年間で72.6%から125.7%に増加しました。債務返済能力: CSU Nの負債は 営業キャッシュフロー によって 十分にカバー されています ( 50.9% )。インタレストカバレッジ: CSU Nの負債に対する 利息支払い は EBIT ( 8.9 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/06 12:59終値2026/04/09 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Constellation Software Inc. 11 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。21 アナリスト機関Harriet LiAccountability Research CorporationRichard TseATB Cormark Historical (Cormark Securities)Phillip HuangBarclays18 その他のアナリストを表示
お知らせ • Apr 16Constellation Software Inc. to Report Q1, 2026 Results on May 12, 2026Constellation Software Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026
お知らせ • Mar 28Constellation Software Inc. Announces Mark Leonard’s Decision to Not Stand for Re-Election to Board of Directors, Effective May 15, 2026Constellation Software Inc. announced that Mark Leonard, the founder and former President of Constellation, will not stand for re-election to the Board of Directors. His current term will conclude following Constellation’s annual meeting of shareholders on May 15, 2026. Mr. Leonard will continue to serve as an advisor to Constellation, with a particular focus on supporting the company’s Permanent Engaged Minority Shareholder (“PEMS”) strategy—an initiative centered on selective, long-term, and engaged minority investments that complement Constellation’s longstanding acquisition model.
Recent Insider Transactions • Mar 18Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 15Insider recently bought Mex$11m worth of stockOn the 12th of March, Dexter Salna bought around 300 shares on-market at roughly Mex$35,326 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$1.1b more in shares than they bought in the last 12 months.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: US$24.16 (vs US$34.50 in FY 2024)Full year 2025 results: EPS: US$24.16 (down from US$34.50 in FY 2024). Revenue: US$11.6b (up 16% from FY 2024). Net income: US$512.0m (down 30% from FY 2024). Profit margin: 4.4% (down from 7.3% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
お知らせ • Mar 10+ 1 more updateConstellation Software Inc., Annual General Meeting, May 15, 2026Constellation Software Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto Canada
お知らせ • Feb 18Constellation Software Inc. to Report Q4, 2025 Results on Mar 09, 2026Constellation Software Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026
お知らせ • Feb 11Constellation Homebuilder Systems Announces Stella AI- the Purpose-Built Ai Agent Delivering Instant, Decision-Ready Insights for HomebuildersConstellation HomeBuilder Systems announced Stella AI, an enterprise-grade AI agent for homebuilders. Built for executives and frontline teams alike, Stella AI blends industry-specific intelligence, data security, and integration with builder workflows. Stella AI gives builders immediate visibility into market trends, performance shifts, and opportunities for improvement by surfacing insights from BuilderMetrix - Constellation's proprietary real-time data, analytics, and benchmarking platform. BuilderMetrix features a robust homebuilding dataset which includes aggregated and anonymized financial and operational data from live builder ERP systems, and other third-party data that a builder may subscribe to.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$35,000, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$61,286 per share.
Recent Insider Transactions • Dec 19President recently bought Mex$65m worth of stockOn the 12th of December, Mark Miller bought around 2k shares on-market at roughly Mex$43,008 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of Mex$79m worth in shares.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to Mex$44,054, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 23x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$65,173 per share.
お知らせ • Dec 10Constellation Software Inc. Announces Appointment of Mark Miller to Board of DirectorsConstellation Software Inc. announced the appointment of Mark Miller to Constellation’s Board of Directors. Mr. Miller is the President of Constellation, and Executive Chairman of the Volaris Group. Mr. Miller has worked with Constellation, Volaris Group and its subsidiaries for more than 30 years. Mr. Miller co-founded Trapeze Group in 1988, which was the first company acquired by Constellation in 1995.
お知らせ • Nov 08Constellation Software Inc. Declares Quarterly Dividend, Payable on January 12, 2026Constellation Software Inc. declared a $1.00 per share dividend payable on January 12, 2026 to all common shareholders of record at close of business on December 19, 2025. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).
お知らせ • Oct 22+ 2 more updatesConstellation Software Inc. to Report Nine Months, 2026 Results on Oct 21, 2026Constellation Software Inc. announced that they will report nine months, 2026 results on Oct 21, 2026
お知らせ • Oct 21Constellation Software Inc. to Report Q3, 2025 Results on Nov 07, 2025Constellation Software Inc. announced that they will report Q3, 2025 results After-Market on Nov 07, 2025
お知らせ • Sep 26Constellation Software Inc. Announces President ChangesConstellation Software Inc. announced that Mark Leonard has made the decision to resign from his position as President of Constellation for health reasons, effective immediately. Mark Miller, who is currently the Chief Operating Officer of Constellation, has been appointed President by the Constellation Board of Directors. Mr. Leonard will remain as a Director on the Board, and Mr. Miller’s other roles within Constellation will remain unchanged.
Declared Dividend • Sep 06Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 19th September 2025 Payment date: 10th October 2025 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.
お知らせ • Jul 15Constellation Software Inc. to Report Q2, 2025 Results on Aug 08, 2025Constellation Software Inc. announced that they will report Q2, 2025 results After-Market on Aug 08, 2025
お知らせ • May 13Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2025Constellation Software Inc. declared a quarterly cash dividend of $1.00 per share, payable on July 11, 2025 to all common shareholders of record at close of business on June 20, 2025.
お知らせ • Apr 15Constellation Software Inc. to Report Q1, 2025 Results on May 12, 2025Constellation Software Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025
お知らせ • Mar 11Constellation Software Inc., Annual General Meeting, May 13, 2025Constellation Software Inc., Annual General Meeting, May 13, 2025.
お知らせ • Mar 08Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2025 to all common shareholders of record at close of business on March 28, 2025.
お知らせ • Feb 12Constellation Software Inc. to Report Q4, 2024 Results on Mar 07, 2025Constellation Software Inc. announced that they will report Q4, 2024 results After-Market on Mar 07, 2025
お知らせ • Nov 09Constellation Software Inc. Declares Quarterly Cash Dividend, Payable on January 10, 2025Constellation Software Inc. declared a $1.00 per share dividend payable on January 10, 2025 to all common shareholders of record at close of business on December 20, 2024. This dividend has been designated as an eligible dividend for the purposes of the Income Tax Act (Canada).
お知らせ • Oct 16Constellation Software Inc. to Report Q3, 2024 Results on Nov 08, 2024Constellation Software Inc. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024
Declared Dividend • Aug 16Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 20th September 2024 Payment date: 10th October 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 4%.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: US$8.35 (vs US$4.86 in 2Q 2023)Second quarter 2024 results: EPS: US$8.35 (up from US$4.86 in 2Q 2023). Revenue: US$2.47b (up 21% from 2Q 2023). Net income: US$177.0m (up 72% from 2Q 2023). Profit margin: 7.2% (up from 5.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
Recent Insider Transactions • Jul 23General Counsel & Secretary recently sold Mex$4.6m worth of stockOn the 19th of July, Mark Dennison sold around 83.0 shares on-market at roughly Mex$55,058 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.3b. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.
お知らせ • Jul 16Constellation Software Inc. to Report Q2, 2024 Results on Aug 09, 2024Constellation Software Inc. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024
お知らせ • Jun 25Constellation Software Inc. Announces Executive Appointments of OmegroConstellation Software Inc. announced that Kevin Bradley and Troy O’Connor have been named Omegro’s Co-CEOs responsible for capital generation and capital deployment respectively. Both Bradley and O’Connor have deep global experience managing software businesses across the wide spectrum of software solutions. Bradley has had an impressive career leading successful software businesses across multiple sectors including financial services, supply chain and FMCG. Having joined Constellation Software Inc. over a decade ago through acquisition and having acquired and grown multiple businesses along the way, Bradley is an expert on the best practices required to run a world-class software business. O’Connor’s career spans over 25 years in the software industry having started in consulting before spending 10+ years as a co-founder of a software business. He joined Constellation Software Inc. in 2017 via the acquisition of Smartrak, where he was the CEO. Smartrak remains an Omegro portfolio company today. During his time at Constellation Software, O’Connor has had senior roles across both operations and M&A that has included leading numerous acquisitions of Omegro portfolio companies.
お知らせ • May 16Constellation Software Inc. Announces Several Changes to the Harris Executive Team, Effective June 1, 2024The Harris operating group of Constellation Software Inc. announced several changes to the Harris executive team which will go into effect June 1, 2024: Jeff Bender will take on the newly created role of Executive Chairman of Harris and will continue to oversee the Harris Operating Group on behalf of Constellation Software. Jeff will also continue as a Director of Constellation. As Executive Chairman of Harris, Jeff will continue to drive overall strategy, provide oversight on complex M&A transactions, and support the development of Harris' senior business leaders. Jean Soucy to be appointed as Harris Group CEO. Jean was previously the President of the Harris Public Sector group.
お知らせ • May 11Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2024Constellation Software Inc. declared a $1.00 per share quarterly dividend payable on July 11, 2024 to all common shareholders of record at close of business on June 20, 2024.
お知らせ • Apr 17Constellation Software Inc. to Report Q1, 2024 Results on May 10, 2024Constellation Software Inc. announced that they will report Q1, 2024 results After-Market on May 10, 2024
お知らせ • Mar 09Constellation Software Inc., Annual General Meeting, May 13, 2024Constellation Software Inc., Annual General Meeting, May 13, 2024.
お知らせ • Mar 07Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2024Constellation Software Inc. declared a $1.00 per share dividend payable on April 15, 2024 to all common shareholders of record at close of business on March 28, 2024.
お知らせ • Feb 09Constellation Software Inc. announced that it expects to receive $1 billion in fundingConstellation Software Inc. announced private placement of 5.158% senior unsecured notes due 2029 for the gross proceeds of $500 million and 5.461% unsecured senior notes due 2034 for the gross proceeds of $500 million for the aggregate gross proceeds of $1,000 million on February 7, 2024. The notes will be senior unsecured obligations of the company and will rank equally in right of payment to all of the company’s existing and future senior unsecured indebtedness, including its amended and restated credit facility agreement announced on January 31, 2024. The notes will be guaranteed by certain subsidiaries of the company on the same basis as such subsidiaries have guaranteed the credit facility. The transaction is expected to close on February 16, 2024.
お知らせ • Jan 18Constellation Software Inc. to Report Q4, 2023 Results on Mar 06, 2024Constellation Software Inc. announced that they will report Q4, 2023 results After-Market on Mar 06, 2024
お知らせ • Dec 20Constellation Software Inc. Announces the Retirement of Dexter Salna as DirectorConstellation Software Inc. announced the retirement of Dexter Salna, effective December 31, 2023. Perseus is one of the six operating groups within CSI. Mr. Salna will continue to serve on the board of Perseus, along with Mark Leonard and Bernie Anzarouth. Mr. Salna will also continue as a member of the board of directors at CSI. Dexter was the chief executive and architect of Perseus and its predecessors. He founded the group with a 40 employee, Toronto-based acquisition, in early 2004. The group has completed more than 50 acquisitions, has over 4000 employees, and manages a half billion dollars of CSI's capital.
Upcoming Dividend • Dec 12Upcoming dividend of US$1.00 per share at 0.2% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 11 January 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (0.9%).
Recent Insider Transactions • Nov 19Director recently sold Mex$39m worth of stockOn the 15th of November, Barry Symons sold around 1k shares on-market at roughly Mex$39,039 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$72m more than they bought in the last 12 months.
お知らせ • Nov 11+ 1 more updateConstellation Software Inc. Announces Appointment of Lawrence Cunningham and Dexter Salna to the Board of DirectorsConstellation Software Inc. board of directors of Constellation announced the appointment of Lawrence Cunningham and Dexter Salna to the Company's Board of Directors. Lawrence A. Cunningham is the Managing Partner of the Quality Shareholders Group (a boutique investor relations consultancy) since 2017 and Special Counsel, Mayer Brown LLP, since January 2023. Mr. Cunningham served as the Henry St. George Tucker III Research Professor of Law at George Washington University from 2007 to 2022 (elected emeritus in 2022). He has served on several public, private, and non-profit boards. He currently is a Director of Markel Group (New York Stock Exchange) and of Kelly Partners Group (Australia Stock Exchange). Mr. Cunningham also is a Trustee of the Museum of American Finance; a member of the Dean's Council of Lerner College of Business at the University of Delaware; a member of the Editorial Board of Financial History; and a member of the Advisory Board for the Ben Graham Centre for Value Investing at Ivey Business School. Mr. Cunningham has written extensively on corporate affairs, including the best-selling book, The Essays of Warren Buffett. In 2018, he received the B. Kenneth West Lifetime Achievement Award from the National Association of Corporate Directors (NACD; in 2023, he delivered Delaware Law School's 37th Annual F.G. Pileggi Distinguished Lecture in Corporate Law. Dexter Salna joined Constellation in 1995 and is currently the Chairman of the Perseus operating group within Constellation and oversees its Romulus and Digital Marketing portfolios of software businesses. Prior to his current position, Mr. Salna held various senior executive positions within the Volaris operating group of Constellation.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$8.36 (vs US$6.42 in 3Q 2022)Third quarter 2023 results: EPS: US$8.36 (up from US$6.42 in 3Q 2022). Revenue: US$2.13b (up 23% from 3Q 2022). Net income: US$177.0m (up 30% from 3Q 2022). Profit margin: 8.3% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
お知らせ • Oct 18Constellation Software Inc. to Report Q3, 2023 Results on Nov 09, 2023Constellation Software Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023