Glencore plc

LSE:GLEN 주식 리포트

시가총액: UK£67.2b

Glencore 경영진

경영진 기준 점검 4/4

Glencore CEO는 Gary Nagle, Jul2021 에 임명되었습니다 의 임기는 4.83 년입니다. 총 연간 보상은 $7.48M, 26.8% 급여 및 73.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £28.62M 가치에 해당하는 회사 주식의 0.043% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 5 년입니다.

핵심 정보

Gary Nagle

최고경영자

US$7.5m

총 보수

CEO 급여 비율26.76%
CEO 재임 기간4.8yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Apr 27

GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations

Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.
내러티브 업데이트 Apr 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.
내러티브 업데이트 Mar 28

GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations

Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.
내러티브 업데이트 Mar 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.
내러티브 업데이트 Feb 26

GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions

Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.
내러티브 업데이트 Feb 10

GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power

Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.
내러티브 업데이트 Jan 27

GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance

Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.
분석 기사 Jan 14

Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry

Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...
내러티브 업데이트 Jan 12

GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures

Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.
내러티브 업데이트 Dec 15

GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery

Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.
내러티브 업데이트 Nov 30

GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements

The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.
분석 기사 Nov 19

Calculating The Fair Value Of Glencore plc (LON:GLEN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...
내러티브 업데이트 Nov 16

GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution

The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.
내러티브 업데이트 Nov 02

GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance

Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.
내러티브 업데이트 Oct 18

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.
내러티브 업데이트 Oct 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.
내러티브 업데이트 Sep 19

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.
내러티브 업데이트 Sep 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.
분석 기사 Jul 07

Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)

With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...
분석 기사 Jun 16

Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
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새로운 내러티브 Apr 22

Integration Of EVR And Rising Copper Output Will Drive Success

Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.

CEO 보수 분석

Gary Nagle의 보수는 Glencore의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$7mUS$2m

US$363m

Sep 30 2025n/an/a

-US$846m

Jun 30 2025n/an/a

-US$2b

Mar 31 2025n/an/a

-US$2b

Dec 31 2024US$5mUS$2m

-US$2b

Sep 30 2024n/an/a

-US$1b

Jun 30 2024n/an/a

-US$521m

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$6mUS$2m

US$4b

Sep 30 2023n/an/a

US$7b

Jun 30 2023n/an/a

US$10b

Mar 31 2023n/an/a

US$14b

Dec 31 2022US$6mUS$2m

US$17b

Sep 30 2022n/an/a

US$17b

Jun 30 2022n/an/a

US$16b

Mar 31 2022n/an/a

US$10b

Dec 31 2021US$4mUS$900k

US$5b

보상 대 시장: Gary의 총 보수(USD7.48M)는 UK 시장에서 비슷한 규모 기업의 평균(USD6.97M) 수준입니다.

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


CEO

Gary Nagle (50 yo)

4.8yrs
재임 기간
US$7,475,000
보수

Mr. Gary Nagle, CA is CEO & Director of Glencore plc from July 01, 2021. Mr. Nagle was Global Head of Coal Assets of Glencore plc from December 2018 to July 01, 2021. Mr. Nagle joined the Glencore plc in 2...


리더십 팀

이름직위재임 기간보수지분
Gary Nagle
CEO & Director4.8yrsUS$7.48m0.043%
£ 28.6m
Steven Kalmin
Chief Financial Officer20.9yrsUS$400.89k데이터 없음
Xavier Wagner
Chief Operating Officerless than a year데이터 없음데이터 없음
Martin Fewings
Head of Investor Relations & Communicationsno data데이터 없음데이터 없음
Shaun Teichner
General Counsel6.9yrs데이터 없음데이터 없음
Derrick Crowley
Head of Human Resources2.3yrs데이터 없음데이터 없음
Japie Fullard
Head of Ferroalloys Assets7.4yrs데이터 없음데이터 없음
Jyothish George
Head of Marketing for Metals & Bulksno data데이터 없음데이터 없음
Robin Scheiner
Head of Alumina & Aluminium Marketingno data데이터 없음데이터 없음
Peter Edward Hill
Head of Steelmaking Raw Materials Marketing5.3yrs데이터 없음데이터 없음
Inigo Segura
Co-Head of the Zinc (concentrates) Marketing2.7yrs데이터 없음데이터 없음
Anna Krutikov
Head of Sustainability2.3yrs데이터 없음데이터 없음
4.8yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: GLEN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
Gary Nagle
CEO & Director4.8yrsUS$7.48m0.043%
£ 28.6m
Martin Gilbert
Independent Non-Executive Director9yrsUS$275.00k0.00098%
£ 659.0k
Cynthia Blum Carroll
Independent Non-Executive Director5.3yrsUS$305.00k데이터 없음
Kalidas Madhavpeddi
Chairman6.3yrsUS$1.15m데이터 없음
Elizabeth Hewitt
Independent Non-Executive Director3.8yrsUS$285.00k0.00073%
£ 490.9k
John Wallington
Independent Non-Executive Director1.9yrsUS$243.00k0%
£ 0
Gill Marcus
Senior Independent Non-Executive Director8.3yrsUS$325.00k데이터 없음
María Zuleta
Independent Non-Executive Director1.3yrsUS$213.00k0.00056%
£ 376.6k
5.0yrs
평균 재임 기간
69yo
평균 나이

경험이 풍부한 이사회: GLEN의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 13:20
종가2026/05/21 00:00
수익2025/12/31
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

Glencore plc는 33명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Wade NapierAvior Capital Markets
David Simon ButlerBarclays
Izak RossouwBarclays