Hydro One Limited

TSX:H 주식 리포트

시가총액: CA$35.2b

Hydro One 경영진

경영진 기준 점검 3/4

Hydro One CEO는 David Lebeter, Feb2023 에 임명되었습니다 의 임기는 3.25 년입니다. 총 연간 보상은 CA$4.27M, 17.9% 급여 및 82.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$408.13K 가치에 해당하는 회사 주식의 0.001% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.9 년과 3.3 년입니다.

핵심 정보

David Lebeter

최고경영자

CA$4.3m

총 보수

CEO 급여 비율17.88%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.001%
경영진 평균 재임 기간1.9yrs
이사회 평균 재임 기간3.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 19

H: Clustered C$58 Views And CEO Transition Will Shape A Measured Outlook

Analysts have raised the Hydro One price target to CA$58, an increase from the previous range of CA$53 to CA$57 cited in recent research. This revision reflects updated views on fair value, discount rates and profitability assumptions.
내러티브 업데이트 May 04

H: Tight Price Range And Planned CEO Shift Will Guide A Steady Outlook

Hydro One's updated fair value has moved slightly higher, with analysts nudging their average price target up by about CA$1. This adjustment is supported by a series of recent target increases from major banks that reflect steady assumptions for growth, margins, and future P/E.
내러티브 업데이트 Apr 19

H: Tight Pricing Band And CEO Transition Will Shape A Steady Outlook

Hydro One's analyst fair value estimate has edged up from CA$55.53 to CA$56.00, reflecting analysts' slightly higher price targets in the CA$55 to CA$58 range and their broadly steady views on the company's earnings profile and P/E assumptions. Analyst Commentary Recent research points to a cluster of price targets in the CA$55 to CA$58 range.
내러티브 업데이트 Apr 04

H: Incremental Repricing And Leadership Transition Will Shape A Steady Forward Outlook

Hydro One's analyst price target has been revised slightly higher from about CA$54.79 to CA$55.53, reflecting analysts' updated view after a series of recent price target increases across major firms. Analyst Commentary Recent Street research on Hydro One has centered on modestly higher price targets and generally neutral stock ratings, which together suggest a balanced view of upside potential and execution risk.
내러티브 업데이트 Mar 21

H: Stable Outlook And Recent Commentary Will Shape Measured Repricing Expectations

Hydro One's analyst fair value estimate has shifted from CA$53.68 to CA$54.79. This change reflects a series of recent price target increases from analysts who point to updated revenue and earnings assumptions while generally maintaining mid range ratings on the stock.
내러티브 업데이트 Mar 06

H: Stable Outlook And Higher P E Assumptions Will Shape Modest Repricing Potential

Our updated fair value estimate for Hydro One edges up by about CA$0.50 per share, reflecting a modest adjustment in projected growth assumptions as analysts lift their price targets into the CA$55 to CA$58 range while largely maintaining neutral to hold style ratings. Analyst Commentary Recent Street research on Hydro One points to a fairly clustered set of views, with several firms lifting their price targets into the mid CA$50s while keeping neutral style ratings.
내러티브 업데이트 Feb 19

H: Stable Outlook And Higher P E Assumptions Will Guide Measured Repricing Potential

Analysts have nudged our Hydro One fair value estimate higher to CA$53.18 from CA$52.07, reflecting recent upward revisions to Street price targets in the CA$55 to CA$58 range and updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research centers on a cluster of higher price targets in the CA$55 to CA$58 range, which sit modestly above our updated fair value estimate of CA$53.18.
내러티브 업데이트 Feb 04

H: Stable Outlook And Labour Negotiations Will Shape Measured Repricing Potential

Hydro One’s updated analyst price target ticks slightly lower to about C$52.07 from C$52.21. Analysts outline higher revenue growth assumptions, modestly softer profit margins and a small adjustment to future P/E expectations, with recent Street targets ranging from C$52 to C$57.
내러티브 업데이트 Jan 21

H: Stable Returns And EPS Outlook Will Support Measured Repricing Potential

Narrative update on Hydro One The analyst price target for Hydro One has been revised modestly higher, supported by recent Street updates that lifted targets to C$57 and C$52 as analysts factor in small adjustments to fair value, discount rate, profit margin assumptions and future P/E. Analyst Commentary Recent Street updates on Hydro One point to a slightly higher view of fair value, with price targets clustered in the low to mid C$50s and ratings maintained at neutral levels.
내러티브 업데이트 Jan 06

H: Regulated Returns And EPS Outlook Will Support Defensive Positioning

Analysts have nudged their average price target on Hydro One higher into the low C$50s, reflecting updated sector views that emphasize the role of regulated utilities as a defensive hedge, alongside expectations for generally solid loads and new rates. Analyst Commentary Recent Street research has clustered around higher fair value estimates for Hydro One, with several firms lifting their price targets into a C$52 to C$57 range while maintaining mid tier ratings such as Market Perform, Sector Perform and Neutral.
분석 기사 Dec 29

Hydro One (TSE:H) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Dec 23

H: Updated Earnings Outlook And Regulated Returns Will Support Defensive Exposure

Hydro One's analyst-derived fair value has edged higher to approximately C$52.14 from about C$51.57, as analysts modestly increase their price targets based on stable regulated returns, slightly improved profit margin expectations, and supportive sector dynamics. Analyst Commentary Recent target price increases reflect a generally constructive view on Hydro One, driven by the stability of its regulated business model and modest upgrades to earnings expectations.
분석 기사 Dec 11

With EPS Growth And More, Hydro One (TSE:H) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 Dec 09

H: Updated Earnings Outlook And Stable Loads Will Support Defensive Exposure

Analysts have nudged their average price target for Hydro One modestly higher, with recent increases to approximately C$52 to C$57. This reflects confidence in stable regulated earnings and new rate structures amid a more volatile broader power market.
내러티브 업데이트 Nov 25

H: Updated Price Objective And Stable Loads Will Support Defensive Exposure

Hydro One's analyst price target has been raised, with updated valuations increasing from approximately C$50.21 to C$51.57. Analysts cite stronger revenue growth forecasts and a slight improvement in profit margins as reasons for the upgrade.
내러티브 업데이트 Nov 07

H: Defensive Exposure And Stable Returns Will Remain Key Amid Volatility

Analyst price targets for Hydro One have been raised, with the consensus moving up by up to C$2 per share. Analysts cite solid Q3 results, resilient regulated utility performance, and the appeal of defensive exposure amid increased market volatility.
내러티브 업데이트 Oct 24

Electricity Demand Trends Will Strengthen Stability Amid Shifting Market Dynamics

Analysts have modestly increased their fair value estimate for Hydro One following a C$2 price target uptick. The outlook is supported by solid Q3 performance expectations and the stability of regulated utilities in a volatile market environment.
분석 기사 Sep 09

Is Hydro One (TSE:H) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
내러티브 업데이트 Sep 04

Ontario Grid Modernization Will Unlock 70% Electricity Demand Potential

Analysts view Hydro One's earnings visibility and strong financial position as supportive, but premium valuation concerns relative to peers have led most to see the stock as fairly valued, with the consensus price target unchanged at CA$49.68. Analyst Commentary Bullish analysts cite Hydro One's 100% electric utility weighting as a key differentiator supporting premium valuation.
분석 기사 Aug 01

Returns On Capital At Hydro One (TSE:H) Have Stalled

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Jul 14

If EPS Growth Is Important To You, Hydro One (TSE:H) Presents An Opportunity

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 26

Hydro One Limited (TSE:H) Investors Are Less Pessimistic Than Expected

With a price-to-earnings (or "P/E") ratio of 23.9x Hydro One Limited ( TSE:H ) may be sending very bearish signals at...
분석 기사 Jun 10

Hydro One (TSE:H) Is Increasing Its Dividend To CA$0.3331

The board of Hydro One Limited ( TSE:H ) has announced that it will be paying its dividend of CA$0.3331 on the 30th of...
분석 기사 May 27

Hydro One (TSE:H) Is Increasing Its Dividend To CA$0.3331

Hydro One Limited ( TSE:H ) will increase its dividend from last year's comparable payment on the 30th of June to...
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새로운 내러티브 Nov 07

Calculated Investments Drive Revenue And Margins Up

Population growth and new projects are expected to boost Hydro One's revenue through investments in transmission and distribution.

CEO 보수 분석

David Lebeter의 보수는 Hydro One의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

CA$1b

Dec 31 2025CA$4mCA$763k

CA$1b

Sep 30 2025n/an/a

CA$1b

Jun 30 2025n/an/a

CA$1b

Mar 31 2025n/an/a

CA$1b

Dec 31 2024CA$4mCA$705k

CA$1b

Sep 30 2024n/an/a

CA$1b

Jun 30 2024n/an/a

CA$1b

Mar 31 2024n/an/a

CA$1b

Dec 31 2023CA$3mCA$600k

CA$1b

Sep 30 2023n/an/a

CA$1b

Jun 30 2023n/an/a

CA$1b

Mar 31 2023n/an/a

CA$1b

Dec 31 2022CA$1mCA$412k

CA$1b

Sep 30 2022n/an/a

CA$1b

Jun 30 2022n/an/a

CA$1b

Mar 31 2022n/an/a

CA$1b

Dec 31 2021CA$772kCA$402k

CA$965m

Sep 30 2021n/an/a

CA$967m

Jun 30 2021n/an/a

CA$948m

Mar 31 2021n/an/a

CA$2b

Dec 31 2020CA$742kCA$399k

CA$2b

보상 대 시장: David의 총 보수(USD3.10M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD7.97M)보다 낮습니다.

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


CEO

David Lebeter (65 yo)

3.3yrs
재임 기간
CA$4,266,066
보수

Mr. David Lebeter served as Chief Operating Officer of Hydro One Limited since January 2, 2020 until April 2023 and serves as its Chief Executive Officer and President since February 01, 2023 and serves as...


리더십 팀

이름직위재임 기간보수지분
David Lebeter
President3.3yrsCA$4.27m0.0012%
CA$ 408.1k
Henry Taylor
Executive VP1.9yrsCA$2.07m0.00014%
CA$ 49.3k
Megan Telford
Chief Operating Officerless than a yearCA$1.92m0.00083%
CA$ 292.0k
Teri French
Executive VP of Safetyless than a yearCA$1.16m0.00037%
CA$ 130.2k
Renee McKenzie
Executive VP of Digital & Technology Solutions2.2yrsCA$1.42m0.00012%
CA$ 42.2k
Wassem Khalil
Director of Investor Relationsno data데이터 없음데이터 없음
Joseph Agostino
Chief Compliance Officerno dataCA$402.38k데이터 없음
Cassidy McFarlane
General Counsel2.3yrs데이터 없음데이터 없음
Gillian Whitebread
Executive VP & Head of Human Resources1.3yrs데이터 없음0.000020%
CA$ 7.0k
Lisa Pearson
Executive Vice President of Corporate Affairs2.3yrs데이터 없음0.000030%
CA$ 10.6k
Ryan Docherty
Executive VP of Capital Portfolio Delivery1.4yrs데이터 없음데이터 없음
Louise Meegan
Corporate Secretaryno data데이터 없음데이터 없음
1.9yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: H의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
David Lebeter
President3.3yrsCA$4.27m0.0012%
CA$ 408.1k
Brian Vaasjo
Independent Director2.9yrsCA$129.35k0.0032%
CA$ 1.1m
Michael Rencheck
Independent Directorless than a yearCA$50.27k데이터 없음
Stacey Mowbray
Independent Director5.8yrsCA$138.00k0.00017%
CA$ 59.8k
Susan Jenah
Independent Director6.3yrsCA$149.84k0.00027%
CA$ 95.0k
David Hay
Independent Director7.8yrsCA$120.00k데이터 없음
Melissa Sonberg
Independent Chairman7.8yrsCA$163.15k데이터 없음
Debbie Hutton
Independent Directorless than a year데이터 없음데이터 없음
Helga Reidel
Independent Director2.9yrsCA$120.00k데이터 없음
Mark Podlasly
Independent Director3.9yrsCA$120.00k데이터 없음
Mitch Panciuk
Independent Director2.9yrsCA$129.35k데이터 없음
3.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: H의 이사회경험이 있음으로 간주됩니다(평균 재임 3.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 16:52
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

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분석가 소스

Hydro One Limited는 18명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Harshit GuptaAccountability Research Corporation
Michael LoneganBarclays
Benjamin PhamBMO Capital Markets Equity Research