PLDT Inc.

PSE:TEL 株式レポート

時価総額:₱254.9b

PLDT マネジメント

マネジメント 基準チェック /34

PLDTの CEO はManny Pangilinanで、 Jan2024年に任命され、 の在任期間は 2.33年です。 は、会社の株式の0.17%を直接所有しており、その価値は₱ 440.75M 。経営陣と取締役会の平均在任期間はそれぞれ2.7年と13.8年です。

主要情報

Manny Pangilinan

最高経営責任者

₱5.9m

報酬総額

CEO給与比率n/a
CEO在任期間2.3yrs
CEOの所有権0.2%
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間13.8yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 25

TEL: Dividend Payouts And Governance Moves Will Shape Balanced Future Upside

Analysts have nudged their PLDT fair value estimate slightly higher to about ₱1,253, reflecting small adjustments to revenue growth, profit margin and forward P/E assumptions in their refreshed price target. What's in the News At its board meeting on February 26, 2026, the company approved a regular cash dividend of ₱46.00 per common share.
ナラティブの更新 Apr 10

TEL: Future Cash Dividends Will Support Stronger Earnings Outlook

Analysts have maintained their ₱2,000 price target for PLDT, noting that higher assumed revenue growth and a lower profit margin outlook are balanced by a slightly higher future P/E multiple. What's in the News The Board of Directors will meet on February 26, 2026 to consider and approve a cash dividend declaration on PLDT common stock, the audited consolidated financial statements for the year ended December 31, 2025, and the appointment of Juancho Paolo L.
ナラティブの更新 Mar 27

TEL: Future Dividends And Governance Changes Will Keep Upside In Check

Analysts have lifted their price target for PLDT from ₱1,226 to about ₱1,251, reflecting updated forecasts that point to higher revenue, a stronger profit margin and a lower assumed future P/E multiple. What's in the News The board approved a regular cash dividend of ₱46.00 per common share, with payment scheduled for April 16, 2026, to shareholders on record as of March 26, 2026 (company board disclosure).
ナラティブの更新 Mar 12

TEL: Higher Margins And Dividends Will Support Stronger Future Earnings

Analysts have kept their ₱2,000 price target for PLDT unchanged, citing slightly lower assumed discount rates, more conservative revenue growth expectations, and somewhat higher forecast profit margins and future P/E as the main factors supporting their stable view. What's in the News The Board of Directors declared a regular cash dividend of ₱46.00 per common share, payable on April 16, 2026 to holders of record as of March 26, 2026 (Board meeting held on February 26, 2026).
ナラティブの更新 Feb 26

TEL: Steady Fair Value And Board Moves Will Restrain Future Upside

Analysts have kept their ₱1,226.39 price target for PLDT broadly steady, with small tweaks to revenue growth, profit margin and future P/E assumptions that reflect modestly updated views on the company’s earnings profile and valuation. What's in the News A board meeting is scheduled for Feb 26, 2026 to consider a cash dividend declaration on PLDT common stock, approval of audited consolidated financial statements for the year ended Dec 31, 2025, and the appointment of Juancho Paolo L.
ナラティブの更新 Feb 12

TEL: Weaker Margins And Management Uncertainty Will Pressure Future Returns

Analysts have made a marginal trim to their PLDT fair value estimate to about ₱1,226, reflecting updated views on discount rates, revenue growth assumptions and future P/E, while keeping the overall price target effectively unchanged. What's in the News PLDT has scheduled a board meeting on December 2, 2025 to consider the appointment of officers and the extension of employment of an officer, which could affect senior management continuity and governance.
ナラティブの更新 Jan 09

TEL: Fair Outlook Will Balance Lower Margins With Board Governance Decisions

Analysts have nudged their price target for PLDT higher from ₱1,200.00 to about ₱1,226.62, citing updated assumptions that include a lower discount rate, slightly different revenue growth and profit margin inputs, and a revised future P/E of roughly 10.38x. What's in the News Board meeting scheduled for November 11, 2025, to consider the unaudited consolidated financial results for the nine months ended September 30, 2025 (Key Developments).
ナラティブの更新 Dec 26

TEL: Improved Operating Leverage Will Drive Stronger Earnings And Share Price

Analysts have modestly raised their price target on PLDT by refining assumptions on long term revenue growth and profit margins, while keeping fair value anchored at PHP 2,000.00, as they see slightly better operating leverage and earnings visibility. What's in the News Board meeting scheduled for December 2, 2025, to consider the appointment of officers and the extension of employment of an officer (company filing) Board meeting set for November 11, 2025, to review unaudited consolidated financial results for the nine months ended September 30, 2025 (company filing) Valuation Changes Fair Value: Unchanged at ₱2,000.00 per share, indicating no revision to the target price despite updated assumptions.
ナラティブの更新 Dec 12

TEL: Lower Risk Profile And Margins Will Drive Stronger Future Performance

Analysts have trimmed their price target for PLDT from PHP 2,070 to PHP 2,000. This reflects a balanced view that slightly stronger revenue growth and improved profit margins are partly offset by a lower future price-to-earnings multiple and adjusted discount rate assumptions.
ナラティブの更新 Aug 28

Philippines Digital Expansion And 5G Adoption Will Unlock Value

The marginal decline in PLDT's consensus revenue growth forecast has weighed on sentiment, resulting in a slight reduction of the analyst price target from ₱1689 to ₱1664. What's in the News PLDT plans to reduce its capital expenditures, targeting a capex intensity of around 30%-32% of service revenues, with 2026 capex guided to the PHP 50–60 billion range and potential for further reductions depending on market conditions.
User avatar
新しいナラティブ Dec 10

Data Center Expansion And FinTech Ventures To Boost Revenue Growth And Enhance Net Margins

Strategic investments in mobile data, fiber, and data centers are expected to drive revenue growth and capture enterprise market opportunities.

CEO

Manny Pangilinan (79 yo)

2.3yrs
在職期間
₱5,875,000
報酬

Mr. Manuel Velez Pangilinan, also known as Manny, serves as Director since December 22, 2023 at Axelum Resources Corp. He has been Chairman of SP New Energy Corporation since 2023. He had been President an...


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
Manuel Pangilinan
President2.3yrs₱5.88m0.17%
₱ 440.8m
Marilyn Victorio-Aquino
Senior VP4.3yrs₱3.75m0.013%
₱ 32.3m
Danny Yu
Senior VP3yrsデータなしデータなし
Menardo Jimenez
Executive VP1.7yrsデータなし0.0037%
₱ 9.5m
Patrick Santos
First VP & Chief Information Security Officerno dataデータなしデータなし
Marseille Nograles
Vice President & Investor Relations Head1.5yrsデータなしデータなし
Joan De Venecia-Fabul
First VP & Chief Legal Counsel1.3yrsデータなし0.00011%
₱ 280.4k
Gina Marina Ordonez
Senior VP & Chief People Officer7.2yrsデータなし0.0024%
₱ 6.1m
Victorico P. Vargas
Head of Business Transformation Office & Leadership Transition Officer26.3yrsデータなし0.0083%
₱ 21.2m
Maria Criselda Guhit
First Vice Presidentno dataデータなし0.0013%
₱ 3.2m
Melissa V. de Dios
First VP & Chief Sustainability Officer4.5yrsデータなし0.0019%
₱ 4.7m
Marco Alejandro Borlongan
First Vice Presidentless than a yearデータなし0.0014%
₱ 3.6m
2.7yrs
平均在職期間
62.5yo
平均年齢

経験豊富な経営陣: TELの経営陣は 経験豊富 であると考えられます ( 2.7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
Manuel Pangilinan
President27.5yrs₱5.88m0.17%
₱ 440.8m
Marilyn Victorio-Aquino
Senior VP3yrs₱3.75m0.013%
₱ 32.3m
Menardo Jimenez
Executive VPless than a yearデータなし0.0037%
₱ 9.5m
Alfredo Panlilio
Director4.9yrs₱3.25m0.0014%
₱ 3.5m
Ray Espinosa
Non-Executive Director27.5yrs₱5.38m0.021%
₱ 52.8m
Helen Dee
Non-Executive Director39.9yrs₱2.50m0.025%
₱ 63.4m
Christopher Huxley Young
Member of Advisory Committee18.9yrsデータなしデータなし
Benny Santoso
Member of Advisory Committee18.9yrsデータなしデータなし
James Gokongwei
Non-Executive Director14.5yrs₱6.88m0.45%
₱ 1.2b
Artemio Panganiban
Lead Independent Director13.1yrs₱5.75m0.0036%
₱ 9.2m
Bernido Liu
Independent Director10.7yrs₱6.13m0%
₱ 0
Bernadine Siy
Independent Director4.9yrs₱5.75m0.00069%
₱ 1.8m
13.8yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: TELの 取締役会 は経験豊富で 経験豊富 です ( 13.8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 20:11
終値2026/05/21 00:00
収益2026/03/31
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。

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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

PLDT Inc. 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。23

アナリスト機関
Emeterio GonzalesBofA Global Research
Eunice DolatreCGS International
Bertram LaiCGS International