KBC Group NV

ENXTBR:KBC 주식 리포트

시가총액: €43.8b

KBC Group 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Johan Thijs

최고경영자

€4.2m

총 보수

CEO 급여 비율53.87%
CEO 재임 기간14yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간5yrs
이사회 평균 재임 기간10yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 16

KBC: Future Cash Returns May Struggle To Justify Elevated Expectations

Analysts have nudged their fair value estimate for KBC Group higher from €87.00 to about €90.84, reflecting updated assumptions around revenue growth, profit margins and future P/E levels. These are broadly consistent with the series of recent price target increases from €94 to €122 by major banks.
분석 기사 May 15

KBC Group NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, KBC Group NV ( EBR:KBC ) recently reported its quarterly numbers. Revenues of €3.2b were in line...
내러티브 업데이트 Apr 30

KBC: Future Returns Will Hinge On Steady Dividends And Cautious Earnings Expectations

The analyst fair value estimate for KBC Group edges slightly higher to about €121.17, as analysts factor in updated Street price targets clustered around €116 to €122 and largely steady assumptions on revenue growth, profit margin and forward P/E. Analyst Commentary Recent Street research on KBC Group clusters around price targets between €116 and €122.
내러티브 업데이트 Apr 15

KBC: Future Returns Will Depend On Dividend Payouts And Execution Versus Cautious Street Revisions

The analyst price target for KBC Group is now set at €121.05, a slight adjustment supported by recent Street research in which firms have lifted their targets into a €116 to €122 range as analysts factor in updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on KBC Group clusters around a tighter price target range between €116 and €122, with large banks such as JPMorgan now at the upper end of this band.
내러티브 업데이트 Apr 01

KBC: Future Returns Will Hinge On Dividend Strength And Execution Versus Street Expectations

The analyst price target for KBC Group is updated to €121 from €115, with analysts pointing to revised assumptions around fair value, discount rate, revenue growth, profit margin and future P/E in the context of recent Street target increases to €116, €119 and €122. Analyst Commentary Recent Street research shows a cluster of revised targets between €116 and €122.
내러티브 업데이트 Mar 17

KBC: Higher Dividend Commitment And Margin Assumptions Will Support Future Repricing

Analysts have lifted their average price targets on KBC Group into a range of about €116 to €122, with recent increases of roughly €10 to €22 per share, as they point to updated assumptions on revenue growth, profit margins and P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for KBC Group, with bullish analysts moving into a band between about €116 and €122.
내러티브 업데이트 Mar 03

KBC: Higher Payout Commitment And Rising Profitability Assumptions Will Support Repricing

The analyst price target for KBC Group has been raised from €120 to €145 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, along with a series of recent Street target hikes from €94 to up to €122. Analyst Commentary Bullish analysts have been lifting their targets for KBC Group, pushing the top end of recent Street estimates toward €122 and providing a more supportive backdrop for the newly raised €145 target.
내러티브 업데이트 Feb 17

KBC: Limited Upside Signals Future Pressure On Earnings Delivery

Analysts have made only minimal adjustments to their models, with recent price target changes around €0.20 and €1 reflecting fine tuning of discount rate, growth, margin, and P/E assumptions rather than a major shift in their view on KBC Group. Analyst Commentary Recent research has highlighted relatively small absolute shifts in KBC Group price targets, but the tone of some commentary leans cautious, especially around how current expectations line up with execution and growth risks.
분석 기사 Feb 15

Here's What Analysts Are Forecasting For KBC Group NV (EBR:KBC) After Its Yearly Results

Shareholders might have noticed that KBC Group NV ( EBR:KBC ) filed its yearly result this time last week. The early...
내러티브 업데이트 Feb 03

KBC: Future Returns Will Depend On Rate Backdrop And Execution Versus Street Expectations

The analyst price target for KBC Group has been raised from €108.97 to €115.09, as analysts factor in Street research that points to adjusted revenue growth assumptions, slightly higher profit margins, and updated future P/E expectations reflected in recent target changes from JPMorgan, Citi, and Morgan Stanley. Analyst Commentary Recent Street research around KBC Group reflects a mix of cautious and more optimistic adjustments, with price targets clustered in a relatively tight range and ratings split between Neutral and Overweight.
내러티브 업데이트 Jan 20

KBC: Higher Deal Ambitions Will Likely Pressure Earnings Quality And P/E

Analysts have made only slight adjustments to their price targets for KBC Group, with changes of €0.20 lower at Citi, €4 higher at JPMorgan, and €1 higher at Morgan Stanley. These reflect updated views on revenue growth, profit margins, and future P/E assumptions, while our €87 fair value estimate remains unchanged.
내러티브 업데이트 Jan 05

KBC: Future Returns Will Rely On Rate Backdrop And Execution Delivery

Analysts recently adjusted their stance on KBC Group with small shifts in price targets, including Citi trimming its view to €101 from €101.20, while JPMorgan and Morgan Stanley moved higher to €110 and €122 respectively. This led to only marginal tweaks in the underlying discount rate and assumed future P/E in our model without changing fair value.
내러티브 업데이트 Dec 21

KBC: Rising Deal Ambitions Will Likely Expose Earnings Multiple To Compression

The analyst fair value estimate for KBC Group has been raised from EUR 74.53 to EUR 87.00. This reflects analysts' view that slightly lower discount rate assumptions, modestly improved profit margins, and higher long term valuation multiples justify a higher price target despite only incremental changes in revenue growth expectations.
내러티브 업데이트 Dec 07

KBC: Future Returns Will Depend On ABN Amro Deal Path And Rate Backdrop

We trim our KBC Group price target slightly lower, reflecting a modestly reduced fair value of approximately EUR 109 from about EUR 109.50 as analysts balance marginally higher discount rate assumptions with steady improvements in revenue growth, profit margins, and longer term valuation multiples highlighted in recent Street research. Analyst Commentary Recent Street research on KBC Group reflects a broadly constructive stance on medium term fundamentals, with a minority of more cautious voices tempering upside expectations.
내러티브 업데이트 Nov 23

KBC: Near-Term Outlook Will Hinge On ABN Amro M&A Developments And Market Stability

KBC Group's analyst price target has been raised from EUR 106.73 to EUR 109.47, as analysts cite increased projected revenue growth and stronger profit margins as key drivers for the higher valuation. Analyst Commentary Recent street research reflects a range of perspectives on KBC Group's outlook, with several major institutions raising their price targets in response to evolving performance and market dynamics.
내러티브 업데이트 Nov 06

KBC: Recent Acquisition Discussions And Market Resilience Will Shape Near-Term Outlook

The analyst price target for KBC Group has been revised upward from €105.51 to €106.73. This reflects modest improvement in profit margin and overall outlook as highlighted by recent analyst updates.
내러티브 업데이트 Oct 22

Analyst Commentary Highlights Rising Price Targets and Improved Outlook for KBC Group

The analyst price target for KBC Group has increased modestly to €105.51 from €104.83. This reflects analysts' recognition of improved revenue growth expectations and continued sector support.
내러티브 업데이트 Oct 08

Digital Transformation And European Expansion Will Unlock Future Potential

The analyst price target for KBC Group has been increased from €102.96 to €104.83, reflecting modest upward revisions by analysts. These revisions are driven by improvements in forecast revenue growth and profit margins.
내러티브 업데이트 Sep 19

Digital Transformation And European Expansion Will Unlock Future Potential

Analysts have raised KBC Group’s price target to €102.96, citing improving earnings momentum, robust capital generation, better asset quality, and operational efficiency amid a supportive macro environment. Analyst Commentary Bullish analysts cite improving earnings momentum and ongoing revenue growth as key drivers behind upward price target revisions.
내러티브 업데이트 Sep 04

Digital Transformation And European Expansion Will Unlock Future Potential

Analysts maintain a positive view on KBC Group due to robust earnings growth, resilient operations, and attractive valuation, resulting in an unchanged consensus price target of €100.84. Analyst Commentary Bullish analysts cite stronger-than-expected earnings growth and operational resilience despite macroeconomic headwinds.
분석 기사 Jun 20

Here's Why We Think KBC Group (EBR:KBC) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
새로운 내러티브 Nov 07

AI And Mobile App Transformation Set To Boost Productivity And Drive Revenue Growth

Digital transformation initiatives and strong market positioning could enhance productivity, sales, and revenue, improving net margins and interest income.

CEO 보수 분석

Johan Thijs의 보수는 KBC Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€3b

Dec 31 2025€4m€2m

€3b

Sep 30 2025n/an/a

€4b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€4m€2m

€3b

Sep 30 2024n/an/a

€3b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€4m€2m

€3b

Sep 30 2023n/an/a

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022€3m€2m

€3b

Sep 30 2022n/an/a

€3b

Jun 30 2022n/an/a

€3b

Mar 31 2022n/an/a

€2b

Dec 31 2021€2m€1m

€3b

Sep 30 2021n/an/a

€2b

Jun 30 2021n/an/a

€3b

Mar 31 2021n/an/a

€2b

Dec 31 2020€2m€1m

€1b

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€1b

Mar 31 2020n/an/a

€2b

Dec 31 2019€2m€1m

€2b

보상 대 시장: Johan의 총 보수(USD4.92M)는 Belgian 시장에서 비슷한 규모 기업의 평균(USD2.86M)보다 높습니다.

보상과 수익: Johan의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Johan Thijs (60 yo)

14yrs
재임 기간
€4,231,896
보수

Mr. Johan Thijs has been Group Chief Executive Officer and Executive Director of KBC Group NV and KBC Bank NV since May 3, 2012 and September 1, 2009 respectively and serves as it's Managing Director. He s...


리더십 팀

이름직위재임 기간보수지분
Johan Thijs
Group CEO14yrs€4.23m데이터 없음
Bartel Puelinckx
CFO & Executive Director1.7yrs€1.93m데이터 없음
Christine Van Rijsseghem
Chief Risk Officer & Executive Director12yrs€1.84m데이터 없음
Erik Marcel Luts
Chief Innovation Officer9yrs€1.91m데이터 없음
Peter Andronov
Chief Executive Officer of International Markets Business Unit5yrs€1.81m데이터 없음
David Moucheron
Chief Executive Officer of Belgium Business Unit5yrs€1.93m데이터 없음
Ales Blazek
Chief Executive Officer of Czech Republic Business Unit4yrs€1.33m데이터 없음
Kurt De Baenst
General Manager of Investor Relations Officeno data데이터 없음데이터 없음
Katleen Dewaele
General Manager of Corporate & Internal Communicationno data데이터 없음데이터 없음
Johan Thiers
Chief Financial Officer of Kbc Belgium B.U.no data데이터 없음데이터 없음
Filip Ferrante
Senior General Manager of Corporate Sustainabilityno data데이터 없음데이터 없음
Wilfried Kupers
Secretary to the Boardno data데이터 없음데이터 없음
5.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 관리: KBC의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5 년).


이사회 구성원

이름직위재임 기간보수지분
Johan Thijs
Group CEO16.7yrs€4.23m데이터 없음
Bartel Puelinckx
CFO & Executive Directorno data€1.93m데이터 없음
Christine Van Rijsseghem
Chief Risk Officer & Executive Director12yrs€1.84m데이터 없음
Koenraad Debackere
Independent Chairman of the Board7yrs€300.00k데이터 없음
Frank Donck
Non-Executive Director23.1yrs€145.00k데이터 없음
Franky Depickere
Non-Executive Director19.7yrs€282.50k데이터 없음
Sonja De Becker
Non-Executive Director10yrs€155.00k데이터 없음
Alain Bostoen
Non-Executive Director16.1yrs€85.00k데이터 없음
Marc De Ceuster
Non-Executive Director3yrs€217.50k데이터 없음
Liesbet Okkerse
Director6yrs€95.00k데이터 없음
Erik Clinck
Director6yrs€85.00k데이터 없음
Alicia Revuelta
Non-Executive Independent Director4yrs€165.00k데이터 없음
10.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: KBC의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 14:02
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

KBC Group NV는 34명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Juan Lopez CoboBanco Santander
Flora Benhakoun BocahutBarclays
Kirishanthan VijayarajahBarclays