ATCO Ltd.

TSX:ACO.X 주식 리포트

시가총액: CA$7.6b

ATCO 경영진

경영진 기준 점검 3/4

ATCO CEO는 Nancy Southern, Jan2000 에 임명되었습니다 의 임기는 26.33 년입니다. 총 연간 보상은 CA$9.00M, 11.1% 급여 및 88.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$33.91M 가치에 해당하는 회사 주식의 0.44% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.1 년과 4.7 년입니다.

핵심 정보

Nancy Southern

최고경영자

CA$9.0m

총 보수

CEO 급여 비율11.11%
CEO 재임 기간26.3yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간4.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 01

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns As Sentiment Improves

The analyst fair value estimate for ATCO has moved from CA$67.43 to CA$68.86. This change reflects a series of recent Street price target increases in the CA$66 to CA$72 range that analysts attribute to updated assumptions on future P/E, as well as stable profit margin and revenue growth inputs.
내러티브 업데이트 Apr 16

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns At Current Pricing

Analysts have lifted the consolidated ATCO price target to CA$67, a move influenced by a series of Street updates that now cluster between CA$66 and CA$72 and reflect reassessments of the company based on recent research views rather than changes to the underlying model inputs. Analyst Commentary Recent Street commentary around ATCO centers on a tighter band of price targets between CA$66 and CA$72, with most firms reiterating neutral to moderately positive ratings.
내러티브 업데이트 Mar 31

ACO.X: Regulated Utilities And Payout Policy Will Support Steady Returns And Buybacks

Analysts have lifted the consensus price target for ATCO to CA$67, from a previous range of CA$57 to CA$72 in recent reports, citing updated views on the company that support a CA$67 fair value in the current model. Analyst Commentary Recent research updates point to a tighter cluster of fair value estimates around CA$67, with several firms adjusting their price targets into a CA$66 to CA$72 range.
내러티브 업데이트 Mar 17

ACO.X: Regulated Utilities And Dividend Policy Will Support Steady Returns And Buybacks

Analyst price targets for ATCO have moved higher to CA$67 from CA$65.43, reflecting a cluster of recent target increases from TD Securities, Scotiabank, RBC Capital, BMO Capital and CIBC, with analysts linking their updates to revised fair value estimates and slightly adjusted discount rate and forward P/E assumptions. Analyst Commentary Recent research updates on ATCO cluster around higher fair value estimates and modestly revised valuation inputs, with new price targets ranging from CA$66 to CA$72.
내러티브 업데이트 Mar 03

ACO.X: Regulated Utilities And Dividend Policy Will Likely Support Steady Total Return

The analyst price target for ATCO has moved up from CA$60.43 to CA$65.43, with analysts pointing to updated assumptions around revenue growth, profit margins, and a lower future P/E as key drivers of their refreshed view. Analyst Commentary Recent Street research has clustered around higher fair value estimates for ATCO, with targets ranging from CA$66 to CA$72.
분석 기사 Feb 07

ATCO's (TSE:ACO.X) Shareholders Will Receive A Bigger Dividend Than Last Year

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its dividend from last year's comparable payment on...
내러티브 업데이트 Jan 27

ACO.X: Regulated Utilities And Dividend Increases Will Likely Support Neutral Return Profile

The analyst price target for ATCO has inched up from C$60.29 to C$60.43 as analysts factor in slightly higher modeled revenue growth and a marginally lower discount rate, consistent with recent price target increases across several firms that maintain more neutral ratings on the shares. Analyst Commentary Recent Street research on ATCO clusters around moderate price target increases, with ratings that remain broadly neutral.
분석 기사 Jan 13

ATCO's (TSE:ACO.X) Dividend Will Be Increased To CA$0.5196

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its periodic dividend on the 31st of March to...
내러티브 업데이트 Jan 12

ACO.X: Regulated Utilities And Dividend Increases Will Likely Offset Power Headwinds

Analysts have nudged their 12 month price targets on ATCO higher, to a range of C$51 to C$64, citing expectations for solid regulated utility performance in upcoming Q3 results, softer power generation trends, and a preference for maintaining some regulated exposure as markets and credit spreads remain volatile. Analyst Commentary Recent research points to a more constructive tone around ATCO, with several price targets now clustered in the C$51 to C$64 range.
분석 기사 Jan 04

Here's Why ATCO (TSE:ACO.X) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Dec 25

ACO.X: Regulated Utilities Will Likely Support Modest Upside Despite Power Segment Headwinds

ATCO's analyst price target has edged higher by roughly C$2, as analysts point to slightly stronger long term revenue growth assumptions, a marginally lower discount rate, and modestly higher future valuation multiples despite a small pullback in projected profit margins. Analyst Commentary Recent Street research reflects a generally constructive stance on ATCO, with a series of incremental price target increases clustered in the mid C$50s.
내러티브 업데이트 Dec 11

ACO.X: Regulated Utilities Will Likely Support Modest Upside Amid Fair Valuation

ATCO's analyst price target has inched higher to approximately C$58, reflecting a series of upward revisions from C$51 to C$64 as analysts factor in steadier regulated utility performance, alongside moderated expectations for its power operations in a more volatile market backdrop. Analyst Commentary Bullish analysts continue to edge price targets higher across the board, signaling improving confidence in ATCO's ability to execute on its regulated utility strategy while managing exposure to more cyclical power markets.
내러티브 업데이트 Nov 26

ACO.X: Regulated Utilities Will Likely Sustain Performance as Sector Trends Remain Steady

ATCO's analyst price target has modestly increased from $57.50 to $58.33, as analysts cite resilient regulated utility performance and steady sector trends as reasons for their upward revisions. Analyst Commentary Recently, analysts have updated their perspectives and target prices for ATCO, reflecting a blend of optimism for the company’s regulated utility segment and tempered caution for areas like power generation and market volatility.
분석 기사 Nov 23

ATCO (TSE:ACO.X) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 Nov 11

ACO.X: Regulated Utilities Segment Will Likely Support Steady Performance Amid Volatility

The consensus analyst price target for ATCO has increased from approximately C$55.71 to C$57.50. This reflects analysts’ expectations for continued strength in the company’s regulated utilities and a favorable industry outlook, despite recent volatility in markets and credit spreads.
분석 기사 Oct 15

There Is A Reason ATCO Ltd.'s (TSE:ACO.X) Price Is Undemanding

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider ATCO...
분석 기사 Oct 01

ATCO (TSE:ACO.X) Seems To Be Using A Lot Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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새 내러티브 Jun 29

Canadian Housing And Energy Trends Will Drive Future Opportunity

Expanding modular housing and international acquisitions position ATCO for revenue diversification and higher-margin growth across global infrastructure and energy markets.
분석 기사 Jun 22

ATCO (TSE:ACO.X) Will Want To Turn Around Its Return Trends

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

CEO 보수 분석

Nancy Southern의 보수는 ATCO의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

CA$158m

Dec 31 2025CA$9mCA$1m

CA$150m

Sep 30 2025n/an/a

CA$431m

Jun 30 2025n/an/a

CA$439m

Mar 31 2025n/an/a

CA$427m

Dec 31 2024CA$9mCA$1m

CA$430m

Sep 30 2024n/an/a

CA$387m

Jun 30 2024n/an/a

CA$385m

Mar 31 2024n/an/a

CA$412m

Dec 31 2023CA$7mCA$1m

CA$432m

Sep 30 2023n/an/a

CA$418m

Jun 30 2023n/an/a

CA$398m

Mar 31 2023n/an/a

CA$409m

Dec 31 2022CA$8mCA$1m

CA$370m

Sep 30 2022n/an/a

CA$388m

Jun 30 2022n/an/a

CA$369m

Mar 31 2022n/an/a

CA$291m

Dec 31 2021CA$5mCA$1m

CA$246m

Sep 30 2021n/an/a

CA$213m

Jun 30 2021n/an/a

CA$215m

Mar 31 2021n/an/a

CA$248m

Dec 31 2020CA$6mCA$708k

CA$252m

Sep 30 2020n/an/a

CA$269m

Jun 30 2020n/an/a

CA$375m

Mar 31 2020n/an/a

CA$488m

Dec 31 2019CA$2mCA$1m

CA$513m

보상 대 시장: Nancy의 총 보수(USD6.59M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD4.08M)보다 높습니다.

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


CEO

Nancy Southern (68 yo)

26.3yrs
재임 기간
CA$9,003,251
보수

Ms. Nancy C. Southern, A.O.E., B.E.M., has been Executive Chairman at Canadian Utilities Limited since May 8, 2025 and served as its Chief Executive Officer until May 8, 2025. She serves as Chief Executive...


리더십 팀

이름직위재임 기간보수지분
Nancy Southern
Chair & CEO26.3yrsCA$9.00m0.44%
CA$ 33.9m
Katherine-Jane Patrick
Executive VP and Chief Financial & Investment Officer4.6yrsCA$3.38m0%
CA$ 0
Rebecca Penrice
Executive VP & Chief Administration Officer1.3yrsCA$2.44m0%
CA$ 0
Adam Beattie
President of ATCO Structures & Logistics Ltd.no dataCA$3.19m0.0043%
CA$ 330.4k
Robert Myles
Chief Executive Officer of Canadian Utilities Limited1yrCA$4.49m0%
CA$ 0
Kyle Brunner
Senior VP3.5yrs데이터 없음0%
CA$ 0
Kurt Kadatz
Senior Manager of Corporate Communicationsno data데이터 없음데이터 없음
Lisa Cooke
Senior VP & Chief Marketing Officer3.7yrs데이터 없음0%
CA$ 0
James Landon
President of Frontecno data데이터 없음0%
CA$ 0
Colin Jackson
Senior VP of Financeno data데이터 없음0.0026%
CA$ 197.6k
G. Friesen
Senior VP of Corporate Affairs & Chief Government Affairs Officer6.3yrs데이터 없음0%
CA$ 0
P. Cook
Senior VP & Controller7.4yrs데이터 없음0%
CA$ 0
4.1yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: ACO.X의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.1 년).


이사회 구성원

이름직위재임 기간보수지분
Nancy Southern
Chair & CEO37.3yrsCA$9.00m0.44%
CA$ 33.9m
John Ivulich
CEO & Country Chair of ATCO Australia2.6yrs데이터 없음0.0029%
CA$ 220.5k
Robert Routs
Lead Independent Director14yrsCA$800.94k0.028%
CA$ 2.1m
Susan Werth
Independent Director11.8yrsCA$325.50k0.021%
CA$ 1.6m
Linda Southern-Heathcott
Vice Chairman of the Board14yrsCA$588.00k0.047%
CA$ 3.6m
Norman Steinberg
Independent Director4.7yrsCA$322.50k0.016%
CA$ 1.2m
Robert Peabody
Independent Directorless than a yearCA$47.50k0.00042%
CA$ 32.0k
Jason Kenney
Independent Director3yrsCA$289.50k0.0040%
CA$ 306.7k
Kelly Koss-Brix
Non Independent Director1.3yrsCA$566.94k0.0049%
CA$ 375.4k
4.7yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: ACO.X의 이사회경험이 있음으로 간주됩니다(평균 재임 4.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 05:21
종가2026/05/07 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.

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산업 및 섹터 지표

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분석가 소스

ATCO Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin PhamBMO Capital Markets Equity Research
Mark JarviCIBC Capital Markets
Mark JarviDesjardins Securities Inc.