AltaGas Ltd.

TSX:ALA 주식 리포트

시가총액: CA$16.8b

AltaGas 경영진

경영진 기준 점검 4/4

AltaGas CEO는 Vern Yu, Jul2023 에 임명되었습니다 의 임기는 2.83 년입니다. 총 연간 보상은 CA$9.90M, 12% 급여 및 88% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$9.61M 가치에 해당하는 회사 주식의 0.057% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.4 년과 6.3 년입니다.

핵심 정보

Vern Yu

최고경영자

CA$9.9m

총 보수

CEO 급여 비율11.97%
CEO 재임 기간2.8yrs
CEO 지분 보유율0.06%
경영진 평균 재임 기간6.4yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 09

ALA: Reaffirmed 2026 Outlook And Storage Exports Should Support Balanced Return Profile

AltaGas' updated analyst price target has moved higher by about CA$4, with analysts pointing to revised expectations for revenue growth, profit margins and a slightly lower assumed future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research shows a cluster of price target increases for AltaGas, with several firms adjusting their models following updated views on revenue, margins and the appropriate P/E multiple.
내러티브 업데이트 Apr 22

ALA: Montney Storage And Exports Will Support Balanced Long Term Return Outlook

The AltaGas analyst price target is nudging higher, with the fair value estimate moving by about CA$0.27 to CA$50.18 as analysts factor in updated revenue growth, margin assumptions, and slightly higher forward P/E expectations, alongside a series of recent Street target increases in the CA$49 to CA$52 range. Analyst Commentary Recent Street research has clustered AltaGas price targets in the CA$49 to CA$52 range, which lines up closely with the updated fair value estimate of about CA$50.
내러티브 업데이트 Apr 08

ALA: Montney Storage And Exports Will Support Steady Long Term Return Potential

Narrative Update AltaGas' updated analyst price target edges higher to about CA$49.91 from CA$49.73, as analysts factor in recent rounds of target increases from CA$49 to CA$52 across several major firms, while keeping core growth and margin assumptions broadly consistent. Analyst Commentary Recent Street research on AltaGas is centered on a cluster of higher price targets, with several firms lifting their views into the C$49 to C$52 range.
내러티브 업데이트 Mar 25

ALA: Montney Storage And Exports Will Support Future Balanced Return Outlook

AltaGas' updated fair value estimate has been nudged to CA$49.73 from CA$48.91 as analysts point to a series of refreshed price targets in the CA$49 to CA$52 range, supported by adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research on AltaGas has been clustered around higher price targets in the CA$49 to CA$52 range, signaling a tighter consensus on where analysts see fair value under their current assumptions.
내러티브 업데이트 Mar 10

ALA: Montney Storage And Exports Will Support Balanced Future Return Potential

AltaGas' updated fair value estimate moves to CA$48.91 from CA$47.09, reflecting analysts' higher price targets in the CA$49 to CA$52 range, supported by revised assumptions on the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research has clustered around higher price targets for AltaGas in the CA$49 to CA$52 range, which aligns with the updated fair value estimate of CA$48.91.
내러티브 업데이트 Feb 24

ALA: Montney Storage And Export Projects Will Support Steady Future Returns

AltaGas’s analyst price target is unchanged at CA$47.09, as analysts keep their views steady with only small model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Pipestone II has reached full commercial operations, with Train II running at more than 90% of design capacity and fully contracted under long term take or pay agreements, alongside Pipestone I as an integrated two train complex providing gas processing and liquids handling in the Alberta Montney.
내러티브 업데이트 Feb 09

ALA: Montney Storage Expansion And Higher Dividend Will Support Future Upside

Analysts have adjusted their price outlook for AltaGas, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E expectations. Together, these factors have led to a revised price target of $47.09.
분석 기사 Feb 06

AltaGas (TSE:ALA) Is Increasing Its Dividend To CA$0.334

AltaGas Ltd. ( TSE:ALA ) has announced that it will be increasing its dividend from last year's comparable payment on...
내러티브 업데이트 Jan 25

ALA: Dividend Growth And New Equity Offering Will Support Future Upside

Narrative Update: AltaGas Analysts have kept their fair value target for AltaGas steady at $47.09. Updated assumptions point to a lower revenue growth outlook of about 0.66% and a higher profit margin of about 6.18%, along with a slightly higher future P/E of about 21.54x, which together frame how they see the current risk and return trade off.
내러티브 업데이트 Jan 11

ALA: Dividend Increase And New CFO Will Support Future Upside

Analysts have nudged their price target on AltaGas slightly higher to about $47.09 from $47.00, reflecting updated views on revenue growth assumptions, margin expectations, and a modestly higher future P/E multiple. What's in the News AltaGas announced that long-time Chief Financial Officer James Harbilas will retire on April 1, 2026.
분석 기사 Jan 02

AltaGas (TSE:ALA) Is Paying Out A Larger Dividend Than Last Year

AltaGas Ltd. ( TSE:ALA ) will increase its dividend from last year's comparable payment on the 31st of March to...
내러티브 업데이트 Dec 18

ALA: Rising Earnings Visibility Will Support Dividend Upside Despite Execution Risks

Analysts raised their price target on AltaGas from C$46.18 to C$47.00, citing a slightly higher valuation multiple and a modestly improved margin outlook supported by recent target increases from the Street. Analyst Commentary Recent target revisions suggest that bullish analysts see AltaGas as executing well against its strategic plan, with improving fundamentals helping to justify a slightly richer valuation.
내러티브 업데이트 Dec 04

ALA: Higher Price Outlook Will Highlight Dividend Increase Amid Execution Risks

Analysts have nudged their price target on AltaGas higher, from about C$46.00 to approximately C$48.00, citing slightly improved growth expectations and valuation multiples that support a modestly richer outlook for the shares. Analyst Commentary Analyst commentary surrounding the updated price target highlights a constructive view on AltaGas, with the revised target reflecting both refined growth expectations and confidence in the company’s execution track record.
내러티브 업데이트 Nov 20

ALA: Price Target Increase Will Balance Improved Margins With Execution Risks

Narrative Update on AltaGas Analysts have increased their price target for AltaGas from C$46 to C$48, citing stronger revenue growth projections and improved profit margins. Analyst Commentary Bullish Takeaways Bullish analysts are encouraged by the upward revision in the price target, which reflects confidence in AltaGas's growth potential.
내러티브 업데이트 Nov 04

ALA: Price Target Increase Will Drive Stronger Returns Amid Global Index Expansion

Analysts have increased their price target for AltaGas to C$48 from C$46, citing improved revenue growth and profit margin expectations as key drivers for the upward revision. Analyst Commentary The latest updates from Street research highlight a cautiously optimistic view on AltaGas, as reflected in the recent price target increase.
내러티브 업데이트 Oct 20

Utility Modernization And LPG Exports Will Secure Future Energy Value

AltaGas’s analyst price target has been raised from approximately C$44.27 to C$45.00. This reflects analyst confidence in the company’s outlook, as recent research updates support a stronger valuation.
분석 기사 Oct 10

Is AltaGas (TSE:ALA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Sep 09

Utility Modernization And LPG Exports Will Secure Future Energy Value

Analysts have raised AltaGas's price target to CA$44.27, citing improved risk profile, sector-leading earnings growth, and greater confidence in its de-risked, high-growth midstream business. Analyst Commentary Bullish analysts see potential for attractive valuation expansion driven by AltaGas's de-risked and contracted high-growth midstream business.
분석 기사 Aug 25

Here's Why We Think AltaGas (TSE:ALA) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jun 18

AltaGas (TSE:ALA) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 27

Getting In Cheap On AltaGas Ltd. (TSE:ALA) Might Be Difficult

With a price-to-earnings (or "P/E") ratio of 20.2x AltaGas Ltd. ( TSE:ALA ) may be sending bearish signals at the...
User avatar
새로운 내러티브 Nov 28

Rising LPG Demand And Strategic Utilities Expansion Power Revenue Growth Potential

Capitalizing on Asian LPG demand and long-term contracts could enhance revenue stability and potential growth for AltaGas.

CEO 보수 분석

Vern Yu의 보수는 AltaGas의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

CA$502m

Dec 31 2025CA$10mCA$1m

CA$747m

Sep 30 2025n/an/a

CA$745m

Jun 30 2025n/an/a

CA$779m

Mar 31 2025n/an/a

CA$562m

Dec 31 2024CA$9mCA$1m

CA$578m

Sep 30 2024n/an/a

CA$488m

Jun 30 2024n/an/a

CA$429m

Mar 31 2024n/an/a

CA$604m

Dec 31 2023CA$13mCA$529k

CA$641m

보상 대 시장: Vern의 총 보수(USD7.20M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD7.97M) 수준입니다.

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


CEO

Vern Yu (58 yo)

2.8yrs
재임 기간
CA$9,900,924
보수

Mr. Vernon D. Yu, also known as Vern, serves as President, Chief Executive Officer and Non-Independent Director at AltaGas Ltd. since July 01, 2023. Mr. Yu serves as Chairman of Board Washington Gas Light...


리더십 팀

이름직위재임 기간보수지분
Vernon Yu
President2.8yrsCA$9.90m0.057%
CA$ 9.6m
Corine Renne Bushfield
Executive VP & Chief Administrative Officer9.4yrsCA$2.69m0.0091%
CA$ 1.5m
Randy Toone
Executive VP & President of Midstream13.4yrsCA$3.15m0.090%
CA$ 15.2m
Donald Jenkins
Executive VP6.4yrsCA$4.31m0.0040%
CA$ 673.0k
Sean Brown
Executive VP & CFOless than a year데이터 없음0.017%
CA$ 2.9m
Jon Morrison
Senior Vice President of Investor Relations & Corporate Developmentno data데이터 없음데이터 없음
Karen Uehara
Executive VP & Chief Legal Officerno data데이터 없음데이터 없음
Hejdi Feick
Senior VP and Chief Safetyless than a year데이터 없음0.0011%
CA$ 179.6k
Kent Stout
Senior Vice President of Organizational Development9.4yrsCA$991.41k데이터 없음
Jimmi Duce
Corporate Secretaryno data데이터 없음데이터 없음
Aaron Swanson
Vice President of Investor Relationsno data데이터 없음데이터 없음
6.4yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: ALA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.4 년).


이사회 구성원

이름직위재임 기간보수지분
Vernon Yu
President2.8yrsCA$9.90m0.057%
CA$ 9.6m
Derek Evans
Independent Chair1.3yrsCA$294.63k0.0082%
CA$ 1.4m
David Cornhill
Independent Director32.1yrsCA$290.18k0.52%
CA$ 87.8m
Nancy Tower
Independent Director6.3yrsCA$316.90k0.0041%
CA$ 691.5k
Pentti Karkkainen
Independent Director7.8yrsCA$458.54k0.0061%
CA$ 1.0m
Phillip Knoll
Independent Director10.5yrsCA$313.54k0.0073%
CA$ 1.2m
Cynthia Johnston
Independent Director7.8yrsCA$309.81k0.0024%
CA$ 404.5k
Angela Lekatsas
Independent Director2.7yrsCA$318.63k0.0026%
CA$ 431.3k
Jon-Al Duplantier
Independent Director5.3yrsCA$378.22k데이터 없음
Victoria Calvert
Independent Director10.5yrsCA$303.54k0.0029%
CA$ 491.8k
William Bullock
Independent Directorless than a yearCA$102.18k데이터 없음
6.3yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: ALA의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 19:42
종가2026/05/20 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

AltaGas Ltd.는 24명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nathan HeywoodATB Cormark
Brent WatsonATB Cormark Historical (Cormark Securities)
Anthony LintonBarclays