Cogeco Communications Inc.

TSX:CCA 주식 리포트

시가총액: CA$2.7b

Cogeco Communications 경영진

경영진 기준 점검 1/4

Cogeco Communications CEO는 Fred Perron, Mar2024 에 임명되었습니다 의 임기는 2.25 년입니다. 총 연간 보상은 CA$7.22M, 14.3% 급여 및 85.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$904.20K 가치에 해당하는 회사 주식의 0.033% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.5 년과 2.4 년입니다.

핵심 정보

Fred Perron

최고경영자

CA$7.2m

총 보수

CEO 급여 비율14.31%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간2.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 26

CCA: Weaker U.S. Results And Sentiment Will Shape Fairly Valued Shares

Narrative Update Analysts have trimmed their average price target for Cogeco Communications by a few Canadian dollars to reflect weaker sentiment and recent U.S. results. Several firms have reduced their targets to around CA$80 and below, while one firm shifted to an Outperform rating with a CA$80 target.
내러티브 업데이트 May 08

CCA: Mixed Ratings And New U.S. Push Will Shape Return Prospects

Cogeco Communications' updated fair value estimate edges down by about CA$2.40, reflecting analysts' lower price targets, mixed views on sentiment and recent U.S. results, and at least one recent upgrade that partly offsets these factors. Analyst Commentary Recent research on Cogeco Communications reflects a mix of lowered price targets and rating changes, with one upgrade helping to support the updated fair value estimate.
내러티브 업데이트 Apr 23

CCA: Execution On U.S. Turnaround And Margin Resilience Will Support Upside Potential

Cogeco Communications' updated analyst price target has been trimmed by about CA$0.09 to CA$73.27. This reflects a mix of recent target cuts from RBC Capital and Scotiabank, a downgrade from TD Securities on weaker U.S. results and sentiment, and an earlier upgrade to Outperform from National Bank with a CA$80 target, as analysts reassess discount rates, revenue trends, margins, and future P/E expectations.
내러티브 업데이트 Apr 09

CCA: Mixed U.S. Sentiment And Execution Risks Will Shape Fairly Valued Shares

Analysts have kept their fair value estimate for Cogeco Communications steady at CA$67.00. Recent changes in discount rate and growth and margin assumptions reflect mixed sentiment following both fresh downgrades tied to weaker U.S. results and earlier price target increases from several Canadian banks.
내러티브 업데이트 Mar 26

CCA: Mixed Ratings And Fair Value Outlook Will Shape Return Expectations

Analysts have trimmed their fair value estimate for Cogeco Communications from about CA$91.87 to around CA$84.96, citing a higher required return, slightly softer long term revenue expectations, a modestly better profit margin outlook, and a lower future P/E multiple, even as recent Street targets around CA$74 to CA$80 reflect a mix of more cautious and more constructive views. Analyst Commentary Recent research on Cogeco Communications points to a split in views, with some firms turning more cautious while several bullish analysts are leaning into the valuation after recent share price moves.
내러티브 업데이트 Mar 09

CCA: Tighter Risk Profile And Earnings Assumptions Will Anchor Fairly Valued Shares

Analysts have nudged their price targets on Cogeco Communications higher into the low to mid CA$70s, with one upgrade to Outperform and several incremental target raises of CA$1 to CA$5. These changes reflect refreshed views on the company’s risk profile and earnings power.
내러티브 업데이트 Feb 23

CCA: Modest Discount Shift And Margins Will Frame Fairly Valued Shares

Narrative Update on Cogeco Communications The analyst price target for Cogeco Communications has moved higher by several Canadian dollars, with recent CA$1 to CA$5 target increases from multiple firms as analysts point to slightly improved margin assumptions, a modestly lower discount rate, and a small adjustment to the forward P/E used in their models. Analyst Commentary Recent research updates on Cogeco Communications cluster around modest price target revisions, with several firms adjusting their models by CA$1 to CA$5.
내러티브 업데이트 Feb 08

CCA: Slightly Higher Multiples And Margins Will Shape Fairly Valued Shares

Analysts have nudged their targets on Cogeco Communications slightly higher, with price objectives moving up by C$1 to C$5 across several firms. They cited updated assumptions around discount rate, revenue trends, profit margins and forward P/E multiples.
내러티브 업데이트 Jan 25

CCA: Future Revenue Pressures And Higher Margins Will Shape Fairly Valued Shares

Analysts have increased their fair value estimate for Cogeco Communications to $67 from $64. They cite recent price target increases, slightly less severe revenue contraction assumptions, firmer profit margin expectations near 13%, and a lower future P/E multiple closer to 9.8x in their updated models.
내러티브 업데이트 Jan 10

CCA: Fine Tuned Outlook Will Support Modest Returns On Balanced Fundamentals

Analysts have nudged their price target on Cogeco Communications higher to C$75.50 from C$75, citing updated assumptions around discount rates, profit margins and future P/E that support a slightly richer valuation. Analyst Commentary Analysts are largely treating the latest move in the C$75.50 price target as a fine tuning of their existing view, reflecting refreshed assumptions rather than a shift in stance on the company.
내러티브 업데이트 Dec 14

CCA: Québec Network Expansion Will Support Modest Returns Amid Balanced Outlook

Analysts have nudged their price target for Cogeco Communications slightly higher, lifting it by C$0.50 to C$75.50 as they refine their valuation assumptions while maintaining a neutral sector stance. Analyst Commentary Recent research highlights a measured shift in sentiment as bullish analysts modestly increase their valuation assumptions while keeping overall expectations in check.
내러티브 업데이트 Nov 29

CCA: Dividend Increase And Québec Rollout Will Drive Steady Performance Ahead

Analysts have increased their price target for Cogeco Communications by C$0.50 to C$75.50, reflecting updated estimates for discount rate and profit margin. Analyst Commentary Analyst perspectives on Cogeco Communications reflect a balanced view, with recent adjustments to the price target incorporating both supportive and cautionary factors related to the company's outlook.
내러티브 업데이트 Nov 15

CCA: Dividend Growth and Québec Expansion Will Drive Share Performance Ahead

Narrative Update on Cogeco Communications Analysts have slightly lowered their price target for Cogeco Communications, reducing it from $74.09 to $73.36. This change is attributed to minor adjustments to revenue growth projections and profit margin estimates.
분석 기사 Nov 07

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 26th of...
내러티브 업데이트 Nov 01

CCA: Margin Improvements And Cost Discipline Will Drive Shareholder Value

Narrative Update on Cogeco Communications Analysts have modestly raised their price target on Cogeco Communications from C$75.00 to C$75.50, citing a slightly improved profit margin outlook despite ongoing revenue headwinds. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's improved profit margins as a key factor supporting a modest price target increase.
분석 기사 Oct 19

Here's Why Cogeco Communications (TSE:CCA) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jul 18

Earnings Miss: Cogeco Communications Inc. Missed EPS By 8.7% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Cogeco Communications Inc. ( TSE:CCA ) filed its third-quarter result this time...
분석 기사 Feb 15

Little Excitement Around Cogeco Communications Inc.'s (TSE:CCA) Earnings

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
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새로운 내러티브 Feb 02

Rollout Of Breezeline Mobile Will Expand Future Service Offerings

Network expansion and structured transformation initiatives in Canada and the U.S. aim to boost revenue and operational efficiency.
분석 기사 Jan 18

Cogeco Communications (TSE:CCA) Has Announced A Dividend Of CA$0.922

The board of Cogeco Communications Inc. ( TSE:CCA ) has announced that it will pay a dividend of CA$0.922 per share on...
분석 기사 Dec 03

These 4 Measures Indicate That Cogeco Communications (TSE:CCA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Nov 11

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 28th of...
분석 기사 Nov 07

Some May Be Optimistic About Cogeco Communications' (TSE:CCA) Earnings

Shareholders appeared unconcerned with Cogeco Communications Inc.'s ( TSE:CCA ) lackluster earnings report last week...
분석 기사 Aug 09

Cogeco Communications Inc. (TSE:CCA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Cogeco Communications Inc. ( TSE:CCA ) shares have had a really impressive month, gaining 27% after a shaky period...
분석 기사 Jun 21

There's No Escaping Cogeco Communications Inc.'s (TSE:CCA) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 5.9x Cogeco Communications Inc. ( TSE:CCA ) may be sending very bullish...
분석 기사 May 08

Cogeco Communications (TSE:CCA) Seems To Be Using A Lot Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Apr 03

Cogeco Communications Inc.'s (TSE:CCA) Intrinsic Value Is Potentially 74% Above Its Share Price

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$99.63 Current share...
분석 기사 Jan 05

Shareholders Will Probably Not Have Any Issues With Cogeco Communications Inc.'s (TSE:CCA) CEO Compensation

Key Insights Cogeco Communications' Annual General Meeting to take place on 11th of January Total pay for CEO Philippe...
분석 기사 Nov 06

Cogeco Communications (TSE:CCA) Is Paying Out A Larger Dividend Than Last Year

Cogeco Communications Inc.'s ( TSE:CCA ) periodic dividend will be increasing on the 29th of November to CA$0.854, with...
분석 기사 Oct 26

Is Cogeco Communications (TSE:CCA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Oct 05

Is There An Opportunity With Cogeco Communications Inc.'s (TSE:CCA) 30% Undervaluation?

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$86.20 Cogeco...

CEO 보수 분석

Fred Perron의 보수는 Cogeco Communications의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Feb 28 2026n/an/a

CA$316m

Nov 30 2025n/an/a

CA$311m

Aug 31 2025CA$7mCA$1m

CA$323m

May 31 2025n/an/a

CA$327m

Feb 28 2025n/an/a

CA$328m

Nov 30 2024n/an/a

CA$347m

Aug 31 2024CA$4mCA$837k

CA$336m

May 31 2024n/an/a

CA$340m

Feb 29 2024n/an/a

CA$366m

Nov 30 2023n/an/a

CA$370m

Aug 31 2023CA$2mCA$670k

CA$392m

May 31 2023n/an/a

CA$411m

Feb 28 2023n/an/a

CA$415m

Nov 30 2022n/an/a

CA$428m

Aug 31 2022CA$2mCA$647k

CA$423m

May 31 2022n/an/a

CA$415m

Feb 28 2022n/an/a

CA$410m

Nov 30 2021n/an/a

CA$402m

Aug 31 2021CA$2mCA$630k

CA$402m

보상 대 시장: Fred의 총 보수(USD5.18M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD2.10M)보다 높습니다.

보상과 수익: Fred의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Fred Perron (50 yo)

2.3yrs
재임 기간
CA$7,222,874
보수

Mr. Frederic Perron, BComm, MIM, Msc., also known as Fred, is Director of Cable Television Laboratories, Inc. Mr. Perron serves as President, CEO & Director at Cogeco Communications Inc. & Cogeco Inc. sinc...


리더십 팀

이름직위재임 기간보수지분
Frederic Perron
President2.3yrsCA$7.22m0.033%
CA$ 904.2k
Patrice Ouimet
CFO & Senior VP11.6yrsCA$3.04m0.031%
CA$ 846.9k
Sean Brushett
Chief Operating Officer1.8yrsCA$2.19m0.012%
CA$ 314.2k
Paul Cowling
Chief Legal & Corporate Affairs Officer and Secretary1.9yrsCA$1.76m0.0021%
CA$ 58.1k
Linda Gillespie
Senior VP & Chief Human Resources Officer4.2yrsCA$2.08m0.0068%
CA$ 185.5k
Tim Dinesen
Chief Technology & Information Officer2.8yrsCA$992.07k0.0014%
CA$ 38.6k
Troy Crandall
Head of Investor Relationsno data데이터 없음데이터 없음
Francois-Philippe Lessard
Vice President of Corporate Development4.3yrs데이터 없음0.00040%
CA$ 10.9k
Nancy Audette
Chief Growth Officer1.8yrs데이터 없음0.0063%
CA$ 172.2k
Bart Nickerson
Chief Commercial Officer1.4yrs데이터 없음데이터 없음
Julie Latreille
VP & Treasurer4.2yrs데이터 없음0.0017%
CA$ 46.4k
2.5yrs
평균 재임 기간

경험이 풍부한 관리: CCA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).


이사회 구성원

이름직위재임 기간보수지분
Frederic Perron
President2.3yrsCA$7.22m0.033%
CA$ 904.2k
Louis Audet
Chairman of the Board33.4yrsCA$225.00k0.28%
CA$ 7.5m
James Cherry
Lead Independent Director7.4yrsCA$142.00k0.0024%
CA$ 64.6k
Bart Demosky
Independent Directorless than a year데이터 없음데이터 없음
Pippa Dunn
Independent Director7.4yrsCA$205.00k데이터 없음
Colleen Abdoulah
Independent Director7.4yrsCA$280.41k0.0067%
CA$ 180.8k
Dahra Granovsky
Independent Directorless than a year데이터 없음데이터 없음
Robin Bienenstock
Independent Director5.7yrsCA$182.00k0.011%
CA$ 299.0k
Michael Hanley
Independent Directorless than a year데이터 없음0.012%
CA$ 323.1k
Arun Bajaj
Independent Director2.4yrsCA$235.00k데이터 없음
Emilie Audet
Directorless than a year데이터 없음0.00012%
CA$ 3.3k
2.4yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: CCA의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.4 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/08 19:10
종가2026/06/05 00:00
수익2026/02/28
연간 수익2025/08/31

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

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분석가 소스

Cogeco Communications Inc.는 19명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Phillip HuangBarclays
Tim CaseyBMO Capital Markets Equity Research
Matthew GriffithsBofA Global Research