BCE Inc.

NYSE:BCE 株式レポート

時価総額:US$22.9b

BCE マネジメント

マネジメント 基準チェック /44

BCEの CEO はMirko Bibicで、 Jan2020年に任命され、 の在任期間は 6.33年です。 の年間総報酬はCA$ 13.45Mで、 10.4%給与と89.6%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0.02%を直接所有しており、その価値は$ 4.66M 。経営陣と取締役会の平均在任期間はそれぞれ2.6年と6.2年です。

主要情報

Mirko Bibic

最高経営責任者

CA$13.5m

報酬総額

CEO給与比率10.41%
CEO在任期間6.3yrs
CEOの所有権0.02%
経営陣の平均在職期間2.6yrs
取締役会の平均在任期間6.2yrs

経営陣の近況

Recent updates

Seeking Alpha May 11

BCE Inc.: AI And Fiber Growth Could Power A Rebound

Summary BCE Inc. remains an undervalued income stock, supported by a 5.3% yield and a forward P/E of 12.7. Momentum in broadband, enterprise AI solutions, and digital media is driving revenue and EBITDA growth, with AI investments showing strong early returns. BCE’s Bell AI Fabric and new data center partnerships are expected to deliver high-margin, high-IRR free cash flow contributions over time. I maintain a 'buy' rating on BCE, citing improved financial flexibility, robust cash flow, and long-term value for patient investors. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

BCE Tees Up The Big Dividend Cut And Stops Digging That Hole

Summary We had previously suggested that BCE had a very high probability of cutting its outsized dividend. Management set that up with the Q4-2024 results. We go over the hints dropped and speculate on the size of the cut and its timing. We update our thesis and tell you which Canadian telecom is the best value today. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

BCE: The Ziply Deal Is Not As Bad As It Seems

Summary BCE's sale of MLSE stake to Rogers aimed to streamline the company, but the $5B Ziply Fiber acquisition raised management concerns, leading to a rating downgrade. Despite the market's negative reaction, Ziply Fiber aligns better with BCE's telecom operations, potentially offering higher operating revenues than MLSE. Lower Canadian interest rates and potential tax-loss selling create a buying opportunity for dividend investors, even with the risk of dividend cuts. BCE's current price suggests a dividend cut is priced in, and the company remains a vital player in the Canadian telecom sector. Read the full article on Seeking Alpha
Seeking Alpha Nov 15

BCE: Don't Get Caught By The Double-Digit Yield

Summary BCE Inc.'s dividend yield is over 10%, raising concerns about a potential cut due to poor cash flow and rising debt costs. The company's recent capital allocation, including the Ziply acquisition, has not improved cash flow, and debt refinancing costs are increasing. Regulatory pressures and high mobility costs in Canada further strain BCE's financial outlook, making dividend maintenance challenging. Despite a 40+ year history of stable dividends, financial realities suggest BCE may struggle to sustain its current payout in my opinion. Read the full article on Seeking Alpha
Seeking Alpha Oct 14

BCE: $3.5 Billion MLSE Sale And Lower Rates Are Catalysts For Rebound

Summary BCE has underperformed, down 14% this past year and nearly 35% in the last three, despite high dividend yields of 8.84%. Regulatory pressures and increased debt levels have raised concerns about dividend cuts, but payments have remained stable. Recent macroeconomic changes and strategic pivots suggest BCE is undervalued and can sustain dividends into 2025. I rate BCE stock a Strong Buy, anticipating its successful transition from a telco to a techco. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

BCE Is Dead To Me - August Dividend Income Report

Summary Telcos are capital-intensive. It means they must spend considerable amounts of money to maintain and improve their networks. Since 2017, BCE has been on a streak of securing more and more debt. ATD reported a mixed quarter as revenue jumped by 17%, but EPS declined by 4%. Read the full article on Seeking Alpha
Seeking Alpha Sep 09

BCE's 8.3% Yield: A Telecom Giant Ready For A Comeback

Summary BCE offers an 8.3% dividend yield and trades at a discounted Price-to-Cash Flow ratio of 5.9x, making it an attractive value play. Despite recent stock underperformance, BCE shows resilience with growth in mobile subscribers, broadband, and business solutions, driven by strategic investments in fiber and 5G. Cost-saving initiatives, including AI-driven customer service, enhance future cash flow and improve dividend coverage, with $20 million saved in Q2 alone. BCE's strong balance sheet, BBB+ credit rating, and well-laddered debt schedule support its potential for market-level returns, despite regulatory risks. Read the full article on Seeking Alpha
Seeking Alpha Jul 07

BCE: Downgrade On Deteriorating Economy

Summary BCE is a leading telecommunications provider in Canada with a strong market share and a diverse media business. BCE's first-quarter results were steady and in line with analyst estimates. However, I worry about the effects of a deteriorating Canadian economy. Looking farther out, tightening immigration rules may curb the new customers in the wireless markets, leading to increased price competition between carriers. I am also worried that management has moved the goalpost on leverage, suggesting they do not have any plans to delever the business. Read the full article on Seeking Alpha
Seeking Alpha Jun 17

BCE: The Canadian Bell Rings With 8.9% Dividend Yield + 3 High Yield Telecommunication Stocks - ATT, Verizon, And Vodafone

Summary Telecommunication companies in the communication sector offer high yields, investible S&P credit ratings, and 6%+ dividend yields. BCE Inc. has an 8.9% yield, Verizon has a 6.7% yield, AT&T Inc. has a 6.3% yield, and Vodafone Group PLC has an 11.1% yield. Despite challenges like regulatory rulings and dividend cuts, these telecom companies provide reliable high-yield income and are considered good investments for income portfolios. The Rose Take and Recommendation is made for each company. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

BCE: Why I Added This 9% Yield To My Portfolio

Summary BCE is a leading telecommunications provider in Canada with a strong market share and a diverse media business. BCE shares have plummeted while the market has rallied, creating an attractive entry point. While BCE does face increased competition in wireless, I believe the company's cheap valuation more than prices that in. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

BCE Inc.: Is This Succulent 7.9% Dividend Safe?

Summary BCE, a Canadian telecom giant, is projected to pay out more in dividends than it earns in 2024. The company's dividend is at risk of being cut due to its unsustainable payout ratio. However, I believe that BCE's dividend is safe in the long term, with potential for improvement in 2025 and beyond. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

BCE Inc. Is A Great Bargain Back At 7.6% Yield

Summary BCE Inc. has seen a material decline in share price but has strong operating fundamentals, including revenue and adjusted EPS growth. The company is benefiting from its fiber buildout and surpassing its 5G coverage objectives, which has led to growth in its mobile and internet business. BCE has a strong credit rating, liquidity position, and a history of dividend growth, making it an appealing choice for income investors while it's undervalued. Read the full article on Seeking Alpha
Seeking Alpha Jan 22

BCE: Attractive Valuation Relative To TELUS And Rogers

Summary Our covered call strategy for BCE outperformed a straight buy and hold, providing the same dividends with lower capital deployment and less volatility. We examine the Q3-2023 results and tell you where the soft spots were. We run BCE's valuation against its 2 rivals, TELUS and Rogers, and show you why this one makes more sense today. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

BCE: A Deep Value Play With An Above 7% Dividend Yield

Summary BCE is a Canadian dividend aristocrat in the telecommunications industry with a dominant positioning and strong profitability metrics. The company has a stellar track record of dividend hikes and offers an above 7% forward dividend yield, making it appealing for risk-averse investors. My valuation analysis suggests BCE stock is substantially undervalued. Read the full article on Seeking Alpha

CEO報酬分析

BCE の収益と比較して、Mirko Bibic 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
Mar 31 2026n/an/a

CA$6b

Dec 31 2025CA$13mCA$1m

CA$6b

Sep 30 2025n/an/a

CA$6b

Jun 30 2025n/an/a

CA$433m

Mar 31 2025n/an/a

CA$391m

Dec 31 2024CA$13mCA$1m

CA$163m

Sep 30 2024n/an/a

CA$84m

Jun 30 2024n/an/a

CA$2b

Mar 31 2024n/an/a

CA$2b

Dec 31 2023CA$13mCA$1m

CA$2b

Sep 30 2023n/an/a

CA$2b

Jun 30 2023n/an/a

CA$2b

Mar 31 2023n/an/a

CA$3b

Dec 31 2022CA$14mCA$1m

CA$3b

Sep 30 2022n/an/a

CA$3b

Jun 30 2022n/an/a

CA$3b

Mar 31 2022n/an/a

CA$3b

Dec 31 2021CA$11mCA$1m

CA$3b

Sep 30 2021n/an/a

CA$3b

Jun 30 2021n/an/a

CA$3b

Mar 31 2021n/an/a

CA$2b

Dec 31 2020CA$9mCA$1m

CA$2b

Sep 30 2020n/an/a

CA$2b

Jun 30 2020n/an/a

CA$2b

Mar 31 2020n/an/a

CA$3b

Dec 31 2019CA$5mCA$750k

CA$3b

報酬と市場: Mirkoの 総報酬 ($USD 9.74M ) は、 US市場 ($USD 14.79M ) 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: Mirkoの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mirko Bibic (57 yo)

6.3yrs
在職期間
CA$13,452,136
報酬

Mr. Mirko Bibic serves as an Independent Director of Royal Bank of Canada since August 01, 2022. He has been President and Chief Executive Officer of BCE Inc. and Bell Canada since January 6, 2020. Mr. Bib...


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
Mirko Bibic
CEO, President & Director6.3yrsCA$13.45m0.020%
$ 4.7m
Curtis Millen
Executive VP & CFO2.7yrsCA$3.61m0.0025%
$ 571.3k
John Watson
Group President of Business Markets3.5yrsCA$6.13m0.0048%
$ 1.1m
Blaik Kirby
Group President of Consumer & Small Business11.1yrsCA$4.48m0.0089%
$ 2.0m
Sean Cohan
President of Bell Media2.5yrsCA$4.55m0.00016%
$ 36.7k
Mark McDonald
Executive VP & CTO1yrデータなしデータなし
Hadeer Hassaan
Executive VP and Chief Information & Customer Experience Officer1yrデータなしデータなし
Krishna Somers
Senior Vice President of Investor Relationsno dataデータなしデータなし
Robert Malcolmson
Executive VP and Chief Legal & Regulatory Officer5.3yrsデータなし0.0030%
$ 686.0k
Karine Moses
Senior VP of Sales & Vice Chair of Québec2.3yrsデータなし0.00096%
$ 220.3k
Nikki Moffat
Chief Human Resources Officer & Executive VP of Corporate Servicesno dataデータなし0.0026%
$ 592.0k
Devorah Lithwick
Senior VP & Chief Brand Officerless than a yearデータなし0.0011%
$ 261.6k
2.6yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: BCEの経営陣は 経験豊富 であると考えられます ( 2.6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
Mirko Bibic
CEO, President & Director6.3yrsCA$13.45m0.020%
$ 4.7m
Calin Rovinescu
Independent Director10.1yrsCA$330.00k0.0012%
$ 277.6k
Louis Vachon
Independent Chair of the Board3.6yrsCA$265.00k0.0080%
$ 1.8m
Robert Dexter
Independent Director11.5yrsCA$265.00k0.0020%
$ 456.6k
Karen Sheriff
Independent Director9.1yrsCA$265.00k0.00087%
$ 199.6k
Monique Leroux
Independent Director10.1yrsCA$330.00k0.00021%
$ 48.2k
Jennifer Tory
Independent Director5.1yrsCA$265.00k0.0016%
$ 378.6k
Sheila Murray
Independent Director6yrsCA$330.00k0.0018%
$ 419.9k
Katherine Lee
Independent Director10.8yrsCA$265.00k0.00064%
$ 146.8k
Johan Wibergh
Independent Director2.5yrsCA$265.00k0.00054%
$ 123.9k
Cornell Wright
Independent Director5.1yrsCA$265.00k0.00019%
$ 43.6k
Louis Pagnutti
Independent Director5.5yrsCA$330.00k0.00034%
$ 78.0k
6.2yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: BCEの 取締役会経験豊富 であると考えられます ( 6.2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2026/05/24 17:08
終値2026/05/22 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。

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

BCE Inc. 15 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。29

アナリスト機関
Amman SaeedAccountability Research Corporation
null nullArgus Research Company
David McFadgenATB Cormark