View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTelefónica 배당 및 자사주 매입배당 기준 점검 3/6Telefónica 은(는) 현재 수익률이 7.95% 인 배당금 지급 회사입니다. 마지막 지급일: 14th December, 2023 이며 배당락일은 다음과 같습니다. 12th December, 2023.핵심 정보7.9%배당 수익률2.5%자사주 매입 수익률총 주주 수익률10.4%미래 배당 수익률8.2%배당 성장률-8.9%다음 배당 지급일14 Dec 23배당락일12 Dec 23주당 배당금n/a배당 성향117%최근 배당 및 자사주 매입 업데이트공시 • May 10Telefónica, S.A. Announces Dividend for the Year 2024Telefónica, S.A. announced 2024 dividend of €0.30 per share in cash will be paid the 19th December 2024 (€0.15) and June 2025 (€0.15).공시 • Apr 13Telefónica, S.A. Approves Distribution of Cash Dividend for the Year 2024, Payable on June 20, 2024 and December 19, 2024Telefónica, S.A. at its AGM held on April 12, 2024 approved distribution of dividends in cash with a charge to unrestricted reserves, through the payment in 2024 of the fixed amount of EUR 0.30, payable in two tranches, to each of the existing shares of Telefónica, S.A. entitled to participate in such distribution on the following payment dates. -The first payment of EUR 0.15 per share in cash will be carried out on June 20, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). -The second payment of EUR 0.15 per share in cash will be paid on December 19, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). ex date for June payment is June 18, 2024 and for December payment is December 17, 2024, record date for the June payment is June 19, 2024 and for December payment is December 18, 2024.Upcoming Dividend • Jun 07Upcoming dividend of €0.12 per share at 7.8% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.8%. Within top quartile of Belgian dividend payers (6.7%). Higher than average of industry peers (4.3%).Upcoming Dividend • Dec 06Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 15 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.5%. Within top quartile of Belgian dividend payers (7.3%). Higher than average of industry peers (4.6%).모든 업데이트 보기Recent updates공시 • Nov 07+ 3 more updatesTelefónica, S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025Telefónica, S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025공시 • May 10Telefónica, S.A. Announces Dividend for the Year 2024Telefónica, S.A. announced 2024 dividend of €0.30 per share in cash will be paid the 19th December 2024 (€0.15) and June 2025 (€0.15).공시 • May 09Telefónica, S.A. Announces Board ChangesThe Board of Directors of Telefónica unanimously resolved, at its meeting held May 8,2024, to accept the voluntary resignation presented by Ms. Carmen García de Andrés from her position as Director of Telefónica, for personal reasons and in order to contribute to the process of orderly renewal of the Board of Directors of Telefónica. The Board of Directors has expressed its gratitude to Ms. Carmen García de Andrés for the services rendered to Telefónica during her tenure. Consequently, Ms. Carmen García de Andrés is no longer member of the Board of Directors' Committees of which she was member. In particular, the Audit and Control Committee and the Sustainability and Regulation Committee. In order to fill the abovementioned vacancy, and following a favorable report from the Nominating, Compensation and Corporate Governance Committee, the Board of Directors of the Company has resolved to appoint, by co-optation, Mr. Carlos Ocaña Orbis as Proprietary Director to the Board of Directors of Telefónica, nominated by the shareholder Sociedad Estatal de Participaciones Industriales. Likewise, the Board of Directors of the Company has resolved, following a favorable report from the Nominating, Compensation and Corporate Governance Committee to appoint Mr. Carlos Ocaña Orbis as Member of the Executive Commission and the Audit and Control Committee.공시 • Apr 13Telefónica, S.A. Approves Distribution of Cash Dividend for the Year 2024, Payable on June 20, 2024 and December 19, 2024Telefónica, S.A. at its AGM held on April 12, 2024 approved distribution of dividends in cash with a charge to unrestricted reserves, through the payment in 2024 of the fixed amount of EUR 0.30, payable in two tranches, to each of the existing shares of Telefónica, S.A. entitled to participate in such distribution on the following payment dates. -The first payment of EUR 0.15 per share in cash will be carried out on June 20, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). -The second payment of EUR 0.15 per share in cash will be paid on December 19, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). ex date for June payment is June 18, 2024 and for December payment is December 17, 2024, record date for the June payment is June 19, 2024 and for December payment is December 18, 2024.공시 • Apr 12Criteria Caixa, S.A.U Engages in Discussions with Management of TelefónicaOn April 12, 2024, Criteria Caixa, S.A.U announced that it intends to review its investment in Telefónica, S.A and have discussions with representatives of the Company and/or other stockholders of the Company from time to time and, as a result thereof, may at any time and from time to time determine to take any available course of action and may take any steps to implement any such course of action.공시 • Mar 26Sociedad Estatal de Participaciones Industriales acquired a 3.04% stake in Telefónica, S.A. for €700 million.Sociedad Estatal de Participaciones Industriales acquired a 3.04% stake in Telefónica, S.A. for €700 million on March 25, 2024.Sociedad Estatal de Participaciones Industriales completed the acquisition of a 3.04% stake in Telefónica, S.A. on March 25, 2024.공시 • Mar 09Telefónica, S.A., Annual General Meeting, Apr 12, 2024Telefónica, S.A., Annual General Meeting, Apr 12, 2024, at 11:00 Central European Standard Time. Location: Madrid, at the offices of Telefónica, S.A. located in Distrito Telefónica, Ronda de la Comunicación s/n, Central Building Auditorium Madrid Spain Agenda: To discuss re-election of independent directors; to discuss Reduction of share capital through the cancellation of own shares, excluding the right of creditors to object, amending the text of Article 6 of the By-Laws relating to share capital; to discuss Shareholder compensation Distribution of dividends from unrestricted reserves; to approval of a Long-Term Incentive Plan consisting of the delivery of shares of Telefónica, S.A. to Senior Executives of the Telefónica Group; to discuss Delegation of powers to formalize, interpret, rectify and carry out the resolutions adopted by the shareholders at the General Shareholders’ Meeting; and to discuss consultative vote on the 2023 Annual Report on Directors Remuneration.공시 • Dec 21Telefonica's Shares Soar After Spanish Government Unveils Plan to Buy StakeTelefónica, S.A.'s (BME:TEF) shares soared on December 20, 2023 morning after the Spanish government said on December 19, 2023 it would buy a stake of up to 10% in the company in a counter balance to a similar acquisition by Saudi Arabia's STC. Telefonica shares were up 6% at €3.78 in early morning trading, on track to its best day since Nov. 22, 2021. The share is the top gainer in the STOXX 600 index. State holding company SEPI (Sociedad Estatal de Participaciones Industriales) said on December 19, 2023 it would buy the shares in a way that would minimise the impact on market price though it did not give a time frame. A 10% stake had a market value of around €2 billion ($2.19 billion) as of December 19, 2023 evening. The move is a response to the STC announcement it had built a 9.9% stake in Telefonica in September.공시 • Dec 13Telefónica, S.A. Announces Board and Committee ChangesThe Board of Directors of Telefónica, S.A., following a favorable report from the Nominating, Compensation and Corporate Governance Committee, unanimously adopted, at its meeting held on December 13, 2023, the following resolutions in relation to its Board of Directors and its Committees: Changes relating to the Board of Directors: To accept the voluntary resignations presented by Mr. Peter Erskine (Director Other External) and Mr. Juan Ignacio Cirac Sasturain (Independent Director) from their positions as Directors of Telefónica, for personal reasons and in order to contribute to the process of orderly renewal of the Board of Directors of Telefónica. The Board of Directors has expressed its gratitude for the services rendered to Telefónica during their respective tenures. Consequently, Mr. Peter Erskine and Mr. Juan Ignacio Cirac Sasturain are no longer members of the Board of Directors' Committees of which they were members. In particular, Mr. Erskine was Chairman of the Strategy and Innovation Committee and Member of the Nominating, Compensation and Corporate Governance Committee. Mr. Cirac Sasturain was Member of the Regulation and Institutional Affairs Committee and of the Strategy and Innovation Committee. -In order to fill the vacancies described above, and at the proposal of the Nominating, Compensation and Corporate Governance Committee, to appoint Mr. Alejandro Reynal Ample and Ms. Solange Sobral Targa, both as Independent Directors, to the Board of Directors of Telefónica, by interim appointment procedure. Changes relating to the Board of Directors’ Committees: In order to simplify and adapt the organizational structure of the Board of Directors' Committees to the current composition of the Company's governing body, and to strengthen the strategic definition and supervision function of the Company's Board of Directors: to eliminate the Strategy and Innovation Committee, and to integrate the Regulation and Institutional Affairs Committee and the Sustainability and Quality Committee into a single Committee, which will be renamed as the Sustainability and Regulation Committee. To appoint Member of the Executive Commission Ms. Claudia Sender Ramírez. To appoint Member of the Audit and Control Committee Ms. María Luisa García Blanco. To appoint Member of the Nominating, Compensation and Corporate Governance Committee Ms. Verónica Pascual Boé. To appoint Members of the new Sustainability and Regulation Committee Mr. Francisco Javier de Paz Mancho, Mr. José María Abril Pérez, Ms. María Luisa García Blanco, Ms. Carmen García de Andrés, Ms. María Rotondo Urcola and Ms. Solange Sobral Targa. Likewise, the new Sustainability and Regulation Committee has agreed to appoint Mr. Francisco Javier de Paz Mancho as its Chairman. Consequently, the composition of the Committees is the following: Executive Commission: Mr. José María Álvarez-Pallete López (Chairman); Mr. Isidro Fainé Casas; Mr. José María Abril Pérez; Mr. José Javier Echenique Landiríbar; Mr. Ángel Vilá Boix; Mr. Peter Löscher; Mr. Francisco Javier de Paz Mancho; Ms. Claudia Sender Ramírez. Audit and Control Committee: Mr. Peter Löscher (Chairman); Mr. José Javier Echenique Landiríbar; Ms. María Luisa García Blanco; Ms. Carmen García de Andrés; Ms. María Rotondo Urcola. Nominating, Compensation and Corporate Governance Committee: Mr. José Javier Echenique Landiríbar (Chairman); Ms. María Luisa García Blanco; Mr. Peter Löscher; Ms. Verónica Pascual Boé; Mr. Francisco Javier de Paz Mancho. Sustainability and Regulation Committee: Mr. Francisco Javier de Paz Mancho (Chairman); Mr. José María Abril Pérez; Ms. María Luisa García Blanco; Ms. Carmen García de Andrés; Ms. María Rotondo Urcola; Ms. Solange Sobral Targa. In Madrid, December 13, 2023.공시 • Nov 14+ 2 more updatesTelefónica, S.A. to Report Q3, 2024 Results on Nov 07, 2024Telefónica, S.A. announced that they will report Q3, 2024 results on Nov 07, 2024공시 • Nov 10+ 1 more updateTelefónica, S.A. Provides Revenue Guidance for the Year of 2023Telefónica, S.A. provided revenue guidance for the year of 2023. For the year, company expects revenue of 4% growth” (+3.5% in 9M 23).공시 • Nov 09Telefónica, S.A. to Report Fiscal Year 2023 Results on Feb 22, 2024Telefónica, S.A. announced that they will report fiscal year 2023 results on Feb 22, 2024공시 • Nov 08Telefonica to Launch EUR 1.97 Billion Bid to Fully Acquire German UnitSpanish telecoms giant Telefonica SA (BME:TEF) said it has decided to launch an offer to acquire the 28.19% stake in its German unit it still does not own for up to EUR 1.97 billion (USD 2.12 billion). The Spanish company, which holds about 71.81% in Telefónica Deutschland Holding AG (ETR:O2D), will propose EUR 2.35 apiece for the remaining up to 838.45 million shares. The bid represents a premium of about 37.6% over the closing price on November 6 as well as a premium of 36.3% over the preceding three-month average share price. The offer is in line with Telefonica’s strategy to focus on its core geographies, including Spain, Brazil, Germany and the UK. The move will also help the Spanish giant streamline its organisation. The partial bid will not be subject to a minimum acceptance threshold. It is expected to begin in December 2023 and run until the middle of January. The offer highlights Telefonica’s commitment to the German market, “representing one of the most attractive and stable telecom markets in Europe”, the Spanish firm said.공시 • Sep 07Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion.Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion on September 5, 2023. The investment has been conducted, according to STC Group, through the acquisition of shares representing 4.9% of the share capital of Telefónica and through financial instruments that provides an economic exposure over other 5% of the share capital of the Company. Saudi Telecom Company (SASE:7010) completed the acquisition of a 9.9% stake in Telefónica, S.A. (BME : TEF) on September 5, 2023.New Risk • Aug 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (117% payout ratio). Share price has been volatile over the past 3 months (5.0% average weekly change). Large one-off items impacting financial results.공시 • Jul 28+ 1 more updateTelefónica, S.A. Upgrades Earnings Guidance for the Year 2023Telefónica, S.A. upgraded earnings guidance for the year 2023. For the year, the company expects Revenues: from low single digit growth to 4% growth.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.093 (vs €0.053 in 2Q 2022)Second quarter 2023 results: EPS: €0.093 (up from €0.053 in 2Q 2022). Revenue: €10.1b (flat on 2Q 2022). Net income: €528.0m (up 42% from 2Q 2022). Profit margin: 5.2% (up from 3.7% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Jul 16Asterion, Telefonica Reportedly Explore Sale of Spanish IT Infrastructure GroupThe owners of Nabiax, a Madrid-based operator of computer data centres, are exploring a sale of the group that could value it at close to EUR 1 billion ($1.12 billion), people familiar with the matter told Reuters. Infrastructure fund Asterion Industrial Partners, which owns 80% of Nabiax, has engaged bankers at BBVA (BBVA.MC) and Citigroup (C.N) to gauge interest in its holding, said the people, who spoke on condition of anonymity. Junior partner Telefónica, S.A. (BME:TEF) may also sell its 20% stake as part of any deal, they said. A sale process is expected to kick off after the summer lull, one of the people added. However, the plans may still be changed or dropped, the people cautioned. Data centres are facilities that host IT systems and applications. Investors have been drawn to these assets, as the use of data grows and businesses outsource their IT infrastructure. In April, Brookfield Infrastructure acquired French data centre group Data4 in a deal said to have valued the company at close to EUR 3.5 billion, including debt. Besides ongoing consolidation in the sector, the possible sale of Nabiax also comes amid efforts by Madrid to attract more than EUR 6 billion in investments to establish itself as a data centre hub. Asterion formed Nabiax in 2019 through the acquisition of 11 data centres from Telefonica across Spain and Latin America. In March, the group sold its Latin American operations to British infrastructure fund Actis, with a view to focusing on its home market. It is targeting 120 megawatts of installed capacity in Spain in the coming years, according to a press release at the time. A sale of Nabiax could help Telefonica pay down debt, a focus for the Spanish telecoms giant. Telefonica has accelerated its deleveraging efforts by selling non-core assets such as its tower division and stakes in some Latin American businesses.New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Dividend is not well covered by earnings (124% payout ratio). Share price has been volatile over the past 3 months (4.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.3% net profit margin).Upcoming Dividend • Jun 07Upcoming dividend of €0.12 per share at 7.8% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.8%. Within top quartile of Belgian dividend payers (6.7%). Higher than average of industry peers (4.3%).Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.052 (vs €0.12 in 1Q 2022)First quarter 2023 results: EPS: €0.052 (down from €0.12 in 1Q 2022). Revenue: €10.3b (up 9.8% from 1Q 2022). Net income: €298.0m (down 55% from 1Q 2022). Profit margin: 2.9% (down from 7.0% in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €0.35 (vs €1.38 in FY 2021)Full year 2022 results: EPS: €0.35 (down from €1.38 in FY 2021). Revenue: €42.1b (up 5.0% from FY 2021). Net income: €2.01b (down 75% from FY 2021). Profit margin: 4.8% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Telecom industry in Europe are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 06Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 15 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.5%. Within top quartile of Belgian dividend payers (7.3%). Higher than average of industry peers (4.6%).공시 • Nov 07+ 2 more updatesTelefónica, S.A. to Report Q1, 2023 Results on May 11, 2023Telefónica, S.A. announced that they will report Q1, 2023 results on May 11, 2023공시 • Nov 05Telefónica, S.A. to Report Fiscal Year 2022 Results on Feb 23, 2023Telefónica, S.A. announced that they will report fiscal year 2022 results on Feb 23, 2023지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: TFA 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: TFA 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Telefónica 배당 수익률 vs 시장TFA의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (TFA)7.9%시장 하위 25% (BE)2.4%시장 상위 25% (BE)6.5%업계 평균 (Telecom)4.2%분석가 예측 (TFA) (최대 3년)8.2%주목할만한 배당금: TFA 의 배당금( 7.95% )은 Belgian 시장에서 배당금 지급자의 하위 25%( 2.41% )보다 높습니다.고배당: TFA 의 배당금( 7.95% )은 Belgian 시장( 6.53% )주주 대상 이익 배당수익 보장: 지급 비율 ( 117% )이 높기 때문에 TFA 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 29.4% )로 TFA 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YBE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/10/04 16:58종가2023/09/29 00:00수익2023/06/30연간 수익2022/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Telefónica, S.A.는 41명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPnull nullBanco de Sabadell. S.A.Fernando Cordero BarreiraBanco Santander38명의 분석가 더 보기
공시 • May 10Telefónica, S.A. Announces Dividend for the Year 2024Telefónica, S.A. announced 2024 dividend of €0.30 per share in cash will be paid the 19th December 2024 (€0.15) and June 2025 (€0.15).
공시 • Apr 13Telefónica, S.A. Approves Distribution of Cash Dividend for the Year 2024, Payable on June 20, 2024 and December 19, 2024Telefónica, S.A. at its AGM held on April 12, 2024 approved distribution of dividends in cash with a charge to unrestricted reserves, through the payment in 2024 of the fixed amount of EUR 0.30, payable in two tranches, to each of the existing shares of Telefónica, S.A. entitled to participate in such distribution on the following payment dates. -The first payment of EUR 0.15 per share in cash will be carried out on June 20, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). -The second payment of EUR 0.15 per share in cash will be paid on December 19, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). ex date for June payment is June 18, 2024 and for December payment is December 17, 2024, record date for the June payment is June 19, 2024 and for December payment is December 18, 2024.
Upcoming Dividend • Jun 07Upcoming dividend of €0.12 per share at 7.8% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.8%. Within top quartile of Belgian dividend payers (6.7%). Higher than average of industry peers (4.3%).
Upcoming Dividend • Dec 06Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 15 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.5%. Within top quartile of Belgian dividend payers (7.3%). Higher than average of industry peers (4.6%).
공시 • Nov 07+ 3 more updatesTelefónica, S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025Telefónica, S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025
공시 • May 10Telefónica, S.A. Announces Dividend for the Year 2024Telefónica, S.A. announced 2024 dividend of €0.30 per share in cash will be paid the 19th December 2024 (€0.15) and June 2025 (€0.15).
공시 • May 09Telefónica, S.A. Announces Board ChangesThe Board of Directors of Telefónica unanimously resolved, at its meeting held May 8,2024, to accept the voluntary resignation presented by Ms. Carmen García de Andrés from her position as Director of Telefónica, for personal reasons and in order to contribute to the process of orderly renewal of the Board of Directors of Telefónica. The Board of Directors has expressed its gratitude to Ms. Carmen García de Andrés for the services rendered to Telefónica during her tenure. Consequently, Ms. Carmen García de Andrés is no longer member of the Board of Directors' Committees of which she was member. In particular, the Audit and Control Committee and the Sustainability and Regulation Committee. In order to fill the abovementioned vacancy, and following a favorable report from the Nominating, Compensation and Corporate Governance Committee, the Board of Directors of the Company has resolved to appoint, by co-optation, Mr. Carlos Ocaña Orbis as Proprietary Director to the Board of Directors of Telefónica, nominated by the shareholder Sociedad Estatal de Participaciones Industriales. Likewise, the Board of Directors of the Company has resolved, following a favorable report from the Nominating, Compensation and Corporate Governance Committee to appoint Mr. Carlos Ocaña Orbis as Member of the Executive Commission and the Audit and Control Committee.
공시 • Apr 13Telefónica, S.A. Approves Distribution of Cash Dividend for the Year 2024, Payable on June 20, 2024 and December 19, 2024Telefónica, S.A. at its AGM held on April 12, 2024 approved distribution of dividends in cash with a charge to unrestricted reserves, through the payment in 2024 of the fixed amount of EUR 0.30, payable in two tranches, to each of the existing shares of Telefónica, S.A. entitled to participate in such distribution on the following payment dates. -The first payment of EUR 0.15 per share in cash will be carried out on June 20, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). -The second payment of EUR 0.15 per share in cash will be paid on December 19, 2024 through the entities participating in Sociedad de Gestión de los Sistemas de Registro, Compensación y Liquidación de Valores, S.A.U. (IBERCLEAR). ex date for June payment is June 18, 2024 and for December payment is December 17, 2024, record date for the June payment is June 19, 2024 and for December payment is December 18, 2024.
공시 • Apr 12Criteria Caixa, S.A.U Engages in Discussions with Management of TelefónicaOn April 12, 2024, Criteria Caixa, S.A.U announced that it intends to review its investment in Telefónica, S.A and have discussions with representatives of the Company and/or other stockholders of the Company from time to time and, as a result thereof, may at any time and from time to time determine to take any available course of action and may take any steps to implement any such course of action.
공시 • Mar 26Sociedad Estatal de Participaciones Industriales acquired a 3.04% stake in Telefónica, S.A. for €700 million.Sociedad Estatal de Participaciones Industriales acquired a 3.04% stake in Telefónica, S.A. for €700 million on March 25, 2024.Sociedad Estatal de Participaciones Industriales completed the acquisition of a 3.04% stake in Telefónica, S.A. on March 25, 2024.
공시 • Mar 09Telefónica, S.A., Annual General Meeting, Apr 12, 2024Telefónica, S.A., Annual General Meeting, Apr 12, 2024, at 11:00 Central European Standard Time. Location: Madrid, at the offices of Telefónica, S.A. located in Distrito Telefónica, Ronda de la Comunicación s/n, Central Building Auditorium Madrid Spain Agenda: To discuss re-election of independent directors; to discuss Reduction of share capital through the cancellation of own shares, excluding the right of creditors to object, amending the text of Article 6 of the By-Laws relating to share capital; to discuss Shareholder compensation Distribution of dividends from unrestricted reserves; to approval of a Long-Term Incentive Plan consisting of the delivery of shares of Telefónica, S.A. to Senior Executives of the Telefónica Group; to discuss Delegation of powers to formalize, interpret, rectify and carry out the resolutions adopted by the shareholders at the General Shareholders’ Meeting; and to discuss consultative vote on the 2023 Annual Report on Directors Remuneration.
공시 • Dec 21Telefonica's Shares Soar After Spanish Government Unveils Plan to Buy StakeTelefónica, S.A.'s (BME:TEF) shares soared on December 20, 2023 morning after the Spanish government said on December 19, 2023 it would buy a stake of up to 10% in the company in a counter balance to a similar acquisition by Saudi Arabia's STC. Telefonica shares were up 6% at €3.78 in early morning trading, on track to its best day since Nov. 22, 2021. The share is the top gainer in the STOXX 600 index. State holding company SEPI (Sociedad Estatal de Participaciones Industriales) said on December 19, 2023 it would buy the shares in a way that would minimise the impact on market price though it did not give a time frame. A 10% stake had a market value of around €2 billion ($2.19 billion) as of December 19, 2023 evening. The move is a response to the STC announcement it had built a 9.9% stake in Telefonica in September.
공시 • Dec 13Telefónica, S.A. Announces Board and Committee ChangesThe Board of Directors of Telefónica, S.A., following a favorable report from the Nominating, Compensation and Corporate Governance Committee, unanimously adopted, at its meeting held on December 13, 2023, the following resolutions in relation to its Board of Directors and its Committees: Changes relating to the Board of Directors: To accept the voluntary resignations presented by Mr. Peter Erskine (Director Other External) and Mr. Juan Ignacio Cirac Sasturain (Independent Director) from their positions as Directors of Telefónica, for personal reasons and in order to contribute to the process of orderly renewal of the Board of Directors of Telefónica. The Board of Directors has expressed its gratitude for the services rendered to Telefónica during their respective tenures. Consequently, Mr. Peter Erskine and Mr. Juan Ignacio Cirac Sasturain are no longer members of the Board of Directors' Committees of which they were members. In particular, Mr. Erskine was Chairman of the Strategy and Innovation Committee and Member of the Nominating, Compensation and Corporate Governance Committee. Mr. Cirac Sasturain was Member of the Regulation and Institutional Affairs Committee and of the Strategy and Innovation Committee. -In order to fill the vacancies described above, and at the proposal of the Nominating, Compensation and Corporate Governance Committee, to appoint Mr. Alejandro Reynal Ample and Ms. Solange Sobral Targa, both as Independent Directors, to the Board of Directors of Telefónica, by interim appointment procedure. Changes relating to the Board of Directors’ Committees: In order to simplify and adapt the organizational structure of the Board of Directors' Committees to the current composition of the Company's governing body, and to strengthen the strategic definition and supervision function of the Company's Board of Directors: to eliminate the Strategy and Innovation Committee, and to integrate the Regulation and Institutional Affairs Committee and the Sustainability and Quality Committee into a single Committee, which will be renamed as the Sustainability and Regulation Committee. To appoint Member of the Executive Commission Ms. Claudia Sender Ramírez. To appoint Member of the Audit and Control Committee Ms. María Luisa García Blanco. To appoint Member of the Nominating, Compensation and Corporate Governance Committee Ms. Verónica Pascual Boé. To appoint Members of the new Sustainability and Regulation Committee Mr. Francisco Javier de Paz Mancho, Mr. José María Abril Pérez, Ms. María Luisa García Blanco, Ms. Carmen García de Andrés, Ms. María Rotondo Urcola and Ms. Solange Sobral Targa. Likewise, the new Sustainability and Regulation Committee has agreed to appoint Mr. Francisco Javier de Paz Mancho as its Chairman. Consequently, the composition of the Committees is the following: Executive Commission: Mr. José María Álvarez-Pallete López (Chairman); Mr. Isidro Fainé Casas; Mr. José María Abril Pérez; Mr. José Javier Echenique Landiríbar; Mr. Ángel Vilá Boix; Mr. Peter Löscher; Mr. Francisco Javier de Paz Mancho; Ms. Claudia Sender Ramírez. Audit and Control Committee: Mr. Peter Löscher (Chairman); Mr. José Javier Echenique Landiríbar; Ms. María Luisa García Blanco; Ms. Carmen García de Andrés; Ms. María Rotondo Urcola. Nominating, Compensation and Corporate Governance Committee: Mr. José Javier Echenique Landiríbar (Chairman); Ms. María Luisa García Blanco; Mr. Peter Löscher; Ms. Verónica Pascual Boé; Mr. Francisco Javier de Paz Mancho. Sustainability and Regulation Committee: Mr. Francisco Javier de Paz Mancho (Chairman); Mr. José María Abril Pérez; Ms. María Luisa García Blanco; Ms. Carmen García de Andrés; Ms. María Rotondo Urcola; Ms. Solange Sobral Targa. In Madrid, December 13, 2023.
공시 • Nov 14+ 2 more updatesTelefónica, S.A. to Report Q3, 2024 Results on Nov 07, 2024Telefónica, S.A. announced that they will report Q3, 2024 results on Nov 07, 2024
공시 • Nov 10+ 1 more updateTelefónica, S.A. Provides Revenue Guidance for the Year of 2023Telefónica, S.A. provided revenue guidance for the year of 2023. For the year, company expects revenue of 4% growth” (+3.5% in 9M 23).
공시 • Nov 09Telefónica, S.A. to Report Fiscal Year 2023 Results on Feb 22, 2024Telefónica, S.A. announced that they will report fiscal year 2023 results on Feb 22, 2024
공시 • Nov 08Telefonica to Launch EUR 1.97 Billion Bid to Fully Acquire German UnitSpanish telecoms giant Telefonica SA (BME:TEF) said it has decided to launch an offer to acquire the 28.19% stake in its German unit it still does not own for up to EUR 1.97 billion (USD 2.12 billion). The Spanish company, which holds about 71.81% in Telefónica Deutschland Holding AG (ETR:O2D), will propose EUR 2.35 apiece for the remaining up to 838.45 million shares. The bid represents a premium of about 37.6% over the closing price on November 6 as well as a premium of 36.3% over the preceding three-month average share price. The offer is in line with Telefonica’s strategy to focus on its core geographies, including Spain, Brazil, Germany and the UK. The move will also help the Spanish giant streamline its organisation. The partial bid will not be subject to a minimum acceptance threshold. It is expected to begin in December 2023 and run until the middle of January. The offer highlights Telefonica’s commitment to the German market, “representing one of the most attractive and stable telecom markets in Europe”, the Spanish firm said.
공시 • Sep 07Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion.Saudi Telecom Company (SASE:7010) acquired a 9.9% stake in Telefónica, S.A. (BME : TEF) for SAR 8.5 billion on September 5, 2023. The investment has been conducted, according to STC Group, through the acquisition of shares representing 4.9% of the share capital of Telefónica and through financial instruments that provides an economic exposure over other 5% of the share capital of the Company. Saudi Telecom Company (SASE:7010) completed the acquisition of a 9.9% stake in Telefónica, S.A. (BME : TEF) on September 5, 2023.
New Risk • Aug 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (117% payout ratio). Share price has been volatile over the past 3 months (5.0% average weekly change). Large one-off items impacting financial results.
공시 • Jul 28+ 1 more updateTelefónica, S.A. Upgrades Earnings Guidance for the Year 2023Telefónica, S.A. upgraded earnings guidance for the year 2023. For the year, the company expects Revenues: from low single digit growth to 4% growth.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.093 (vs €0.053 in 2Q 2022)Second quarter 2023 results: EPS: €0.093 (up from €0.053 in 2Q 2022). Revenue: €10.1b (flat on 2Q 2022). Net income: €528.0m (up 42% from 2Q 2022). Profit margin: 5.2% (up from 3.7% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Jul 16Asterion, Telefonica Reportedly Explore Sale of Spanish IT Infrastructure GroupThe owners of Nabiax, a Madrid-based operator of computer data centres, are exploring a sale of the group that could value it at close to EUR 1 billion ($1.12 billion), people familiar with the matter told Reuters. Infrastructure fund Asterion Industrial Partners, which owns 80% of Nabiax, has engaged bankers at BBVA (BBVA.MC) and Citigroup (C.N) to gauge interest in its holding, said the people, who spoke on condition of anonymity. Junior partner Telefónica, S.A. (BME:TEF) may also sell its 20% stake as part of any deal, they said. A sale process is expected to kick off after the summer lull, one of the people added. However, the plans may still be changed or dropped, the people cautioned. Data centres are facilities that host IT systems and applications. Investors have been drawn to these assets, as the use of data grows and businesses outsource their IT infrastructure. In April, Brookfield Infrastructure acquired French data centre group Data4 in a deal said to have valued the company at close to EUR 3.5 billion, including debt. Besides ongoing consolidation in the sector, the possible sale of Nabiax also comes amid efforts by Madrid to attract more than EUR 6 billion in investments to establish itself as a data centre hub. Asterion formed Nabiax in 2019 through the acquisition of 11 data centres from Telefonica across Spain and Latin America. In March, the group sold its Latin American operations to British infrastructure fund Actis, with a view to focusing on its home market. It is targeting 120 megawatts of installed capacity in Spain in the coming years, according to a press release at the time. A sale of Nabiax could help Telefonica pay down debt, a focus for the Spanish telecoms giant. Telefonica has accelerated its deleveraging efforts by selling non-core assets such as its tower division and stakes in some Latin American businesses.
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Dividend is not well covered by earnings (124% payout ratio). Share price has been volatile over the past 3 months (4.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.3% net profit margin).
Upcoming Dividend • Jun 07Upcoming dividend of €0.12 per share at 7.8% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.8%. Within top quartile of Belgian dividend payers (6.7%). Higher than average of industry peers (4.3%).
Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.052 (vs €0.12 in 1Q 2022)First quarter 2023 results: EPS: €0.052 (down from €0.12 in 1Q 2022). Revenue: €10.3b (up 9.8% from 1Q 2022). Net income: €298.0m (down 55% from 1Q 2022). Profit margin: 2.9% (down from 7.0% in 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €0.35 (vs €1.38 in FY 2021)Full year 2022 results: EPS: €0.35 (down from €1.38 in FY 2021). Revenue: €42.1b (up 5.0% from FY 2021). Net income: €2.01b (down 75% from FY 2021). Profit margin: 4.8% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Telecom industry in Europe are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 06Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 15 December 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.5%. Within top quartile of Belgian dividend payers (7.3%). Higher than average of industry peers (4.6%).
공시 • Nov 07+ 2 more updatesTelefónica, S.A. to Report Q1, 2023 Results on May 11, 2023Telefónica, S.A. announced that they will report Q1, 2023 results on May 11, 2023
공시 • Nov 05Telefónica, S.A. to Report Fiscal Year 2022 Results on Feb 23, 2023Telefónica, S.A. announced that they will report fiscal year 2022 results on Feb 23, 2023