Stellantis 경영진
경영진 기준 점검 2/4
Stellantis CEO는 Antonio Filosa, Jun2025 에 임명되었습니다 의 임기는 1.25 년입니다. 총 연간 보상은 €5.42M, 26.3% 급여 및 73.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €1.91M 가치에 해당하는 회사 주식의 0.015% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.6 년과 4.5 년입니다.
핵심 정보
Antonio Filosa
최고경영자
€5.4m
총 보수
| CEO 급여 비율 | 26.26% |
| CEO 재임 기간 | 1.3yrs |
| CEO 지분 보유율 | 0.01% |
| 경영진 평균 재임 기간 | 1.6yrs |
| 이사회 평균 재임 기간 | 4.5yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Sep 17
STLAM: Cost Actions And Capacity Shifts Will Support Future Re Rating Potential
Stellantis' analyst price target has been reduced by about €0.22 as analysts point to sector-wide pressure, weaker U.S. execution, rising inventory, and concerns that the product pipeline and earnings visibility now appear less supportive. Analyst Commentary Recent research on Stellantis has turned more cautious, with several firms shifting ratings lower and cutting price targets in both euro and dollar terms.
새로운 내러티브 • Sep 09
Stellantis Trades Around $5.40. Industrial Net Financial Assets Fell From €29.5 Billion to Roughly €5.1 Billion.
Stellantis trades around $5.40 per share. With roughly 2.9 billion ordinary shares outstanding, the equity is worth about $15.7 billion.내러티브 업데이트 • Sep 03
STLAM: Cost Actions And Inventory Normalization Will Drive Future Re Rating Potential
Stellantis' updated analyst price target has been reduced from about €11.32 to about €8.44, reflecting broader cuts to Street targets as analysts factor in softer revenue growth expectations, ongoing U.S. and European challenges, and lower assumed future price-to-earnings multiples. Analyst Commentary Recent research on Stellantis has turned more cautious, with several firms cutting ratings and price targets in mid 2026.
내러티브 업데이트 • Aug 19
STLAM: U.S. Inventory Reset And Cost Actions Will Drive 2027 Earnings Rebound
The updated analyst price target for Stellantis has been reduced from about €6.37 to roughly €5.78 as analysts factor in weaker recent U.S. sales, higher inventory levels, and expectations for lower earnings estimates across key regions. Analyst Commentary Recent research on Stellantis shows a clear tilt toward caution, with multiple price target cuts and rating downgrades.내러티브 업데이트 • Aug 05
STLAM: U.S. Inventory Discipline And Q2 Turnaround Will Shape 2027 Upside
The updated analyst price target for Stellantis moves lower to about €6.37 from about €7.61. Analysts point to weaker than hoped U.S. sales momentum, high inventories in key regions, pressure from AI enabled and vertically integrated competitors, and a shift toward more cautious assumptions on revenue growth, margins, and future P/E.내러티브 업데이트 • Jul 21
STLAM: 2026 Product Reset And Inventory Normalization Will Drive Re Rating Potential
Analysts have trimmed their fair value estimate for Stellantis from €11.97 to €11.32, reflecting a series of lower price targets in the €4 to €7.10 range as they weigh inventory overhang, U.S. sales softness, and more cautious expectations for a rapid improvement in key markets. Analyst Commentary Recent research on Stellantis reflects a cautious stance, with several firms lowering price targets and, in some cases, downgrading ratings as they reassess the balance between inventory levels, U.S. sales trends, and the timing of cost benefits from component purchasing.내러티브 업데이트 • Jul 07
STLAM: U.S. Inventory Resolution And China Partnerships Will Shape 2027 Upside
The updated analyst price target for Stellantis edges lower to about €7.60 from €8.06. This reflects revised assumptions for fair value, a slightly higher discount rate, and modestly softer revenue growth and profit margin expectations that align with recent research pointing to inventory and pricing risks, along with tempered views on earnings recovery.
내러티브 업데이트 • Jun 23
STLAM: FaSTLAne 2030 Spending And China Partnerships Will Pressure Margins
Stellantis' analyst price target has been raised to €7.10 from €6.50, as analysts update their models following Q1 results and suggest that earlier pessimism and uncertainty around further losses may have reached a low point. Analyst Commentary Recent Street research on Stellantis presents a mixed picture, with some investors pointing to the higher €7.10 target as a sign that the worst of the pessimism may be behind the stock, while others remain cautious on execution and earnings visibility.내러티브 업데이트 • Jun 07
STLAM: FaSTLAne 2030 Spending And China Deals Will Pressure Margins
Stellantis' analyst price target has been revised higher to €7.10 from €6.50, as analysts factor in Q1 results and suggest that earlier pessimism around potential losses has largely run its course. Analyst Commentary Recent research on Stellantis reflects a split view, with some firms lifting price targets while others have turned more cautious or trimmed their expectations.내러티브 업데이트 • May 24
STLAM: China Partnerships And 2026 Margin Pressure Will Drive Further Downside
Stellantis' updated analyst price target has been trimmed by €1.00, with analysts pointing to slightly higher discount rates, more cautious revenue growth and margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has turned more cautious on Stellantis, with several bearish analysts trimming price targets or shifting to less favorable ratings.내러티브 업데이트 • May 02
STLAM: 2026 Transition And China Partnerships Will Drive Re Rating Potential
Analysts have made a small upward adjustment to the blended price target for Stellantis to €11.97. This reflects slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple after a mix of recent target cuts, downgrades, and one upgrade from major banks and brokers.내러티브 업데이트 • Apr 18
STLAM: 2027 Earnings Reset And China EV Deals Will Shape Upside
Analyst price targets for Stellantis have been adjusted in a mixed but slightly lower range, with various firms cutting their targets by about €0.50 to €2.20 per share, citing tighter margin expectations for 2026 and a shift toward valuing the stock on later-year earnings. Analyst Commentary Recent research on Stellantis reflects a split view, with some analysts adjusting targets slightly higher and others trimming them or changing ratings as they reassess margin assumptions and the timing used in their valuation models.내러티브 업데이트 • Apr 03
STLAM: 2027 Margin Expansion And EV Partnerships Are Expected To Improve Upside
Analysts have trimmed the implied fair value for Stellantis by about €0.59, reflecting a series of reduced price targets and more cautious assumptions around revenue growth. This has been partially offset by slightly higher profit margin expectations and a lower future P/E of 5.80x.내러티브 업데이트 • Mar 20
STLAM: 2026 Transition And China Deals Will Support Re Rating Potential
Stellantis' updated analyst price target has moved lower to €11.92 from €13.68 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and recent Street research highlighting margin pressure in 2026 alongside a mix of target cuts and selected upgrades. Analyst Commentary Recent Street research around Stellantis has been active, with a mix of target cuts, rating changes, and a few more optimistic voices.내러티브 업데이트 • Mar 06
STLAM: 2026 Margin Pressure And EV Retrenchment Will Drive Near-Term Downside
The updated analyst price target for Stellantis reflects a lower fair value estimate of €5.00 and a slightly higher discount rate. Analysts are factoring in softer revenue growth, lower profit margin assumptions and mixed Street views on 2026 earnings pressure versus longer term recovery potential.내러티브 업데이트 • Feb 20
STLAM: Transition To 2027 Earnings Is Expected To Improve Risk Reward
The updated analyst price target for Stellantis has been reduced by roughly €1.30 per share. This reflects a lower fair value estimate that incorporates slightly softer revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E multiple, as analysts factor in a transition period before any potential earnings recovery.내러티브 업데이트 • Feb 05
STLAM: Margin Expansion In 2026 Is Expected To Improve Risk Reward
Narrative Update Our fair value estimate for Stellantis has edged up to €9.93 per share from €9.90. This reflects modestly higher Street price targets and analysts' mixed but generally constructive views on valuation, margin potential and sector visibility into 2026.내러티브 업데이트 • Jan 22
STLAM: Electrification Shift And Margin Upside Are Expected To Improve Risk Reward
Analysts have lifted their price target on Stellantis from about €9.75 to €9.90, reflecting a mix of higher published targets such as €10 and $15, as well as updated assumptions around slightly lower growth, modestly softer margins and a somewhat higher future P/E multiple. Analyst Commentary Recent research on Stellantis shows a split between those who see value at current levels and those who are more cautious about the sector backdrop and execution risk.내러티브 업데이트 • Jan 08
STLAM: Future Execution And Tariff Relief Will Support A Re Rating
Narrative Update: Stellantis Stellantis' updated fair value estimate has shifted from €12.68 to about €13.68 as analysts weigh a higher future P/E assumption, reflect slightly higher perceived risk, and factor in more cautious views on revenue growth and profit margins, while recent Neutral ratings and modest price target moves highlight a balanced outlook on the stock. Analyst Commentary Recent Street research on Stellantis has struck a cautious tone overall, but there are a few clear positives that stand out for investors focused on valuation support and execution in a tougher European auto backdrop.내러티브 업데이트 • Dec 17
STLAM: U.S. Turnaround Spend And Product Pipeline Will Support Balanced Risk Reward Outlook
Analysts have lifted their price target on Stellantis slightly to about $10 per share, citing a modest upgrade to revenue growth expectations, a richer but still undemanding future earnings multiple, and improving inventory and product cycle dynamics despite a challenging European auto backdrop. Analyst Commentary Recent Street research paints a mixed but gradually improving picture for Stellantis, with valuation support emerging even as execution and macro risks remain elevated.내러티브 업데이트 • Dec 03
STLAM: U.S. Turnaround Investments And Product Pipeline Will Shape Balanced Outlook
Stellantis's analyst price target has been modestly raised to about $9.66 from $9.38, as analysts cite gradually improving earnings visibility, a more supportive product pipeline, and balanced Neutral to Buy stances despite ongoing macro and competitive pressures in European autos. Analyst Commentary Recent research updates present a mixed but gradually improving picture for Stellantis, with modest target price increases and at least one notable upgrade reflecting better confidence in the company’s medium term trajectory.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -€19b |
| Mar 31 2026 | n/a | n/a | -€22b |
| Dec 31 2025 | €5m | €1m | -€22b |
보상 대 시장: Antonio의 총 보수(USD6.23M)는 Italian 시장에서 비슷한 규모 기업의 평균(USD5.37M) 수준입니다.
보상과 수익: Antonio의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.
CEO
Antonio Filosa (53 yo)
1.3yrs
재임 기간
€5,424,683
보수
Mr. Antonio Filosa is Chairman of the Board of Banco Stellantis S.A. Mr. Filosa was Jeep Brand CEO at Stellantis N.V. since November 1, 2023 until February 2025, serves as Chief executive Officer since Jun...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Executive Chairman of the Board | 5.7yrs | €2.45m | 0.043% € 5.5m | |
| CEO, COO of North America American brands & Executive Director | 1.3yrs | €5.42m | 0.015% € 1.9m | |
| Chief Financial Officer | 1yr | 데이터 없음 | 데이터 없음 | |
| Chief Engineering & Technology Officer | 5.1yrs | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relations | less than a year | 데이터 없음 | 데이터 없음 | |
| General Counsel | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Communications Officer | no data | 데이터 없음 | 데이터 없음 | |
| Brand Chief Executive Officer of Lancia and Chief Sales & Marketing Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 1.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources | 11yrs | 데이터 없음 | 데이터 없음 | |
| Chief Executive Officer of Citron | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Head of the DS Automobiles brand | 1.6yrs | 데이터 없음 | 데이터 없음 |
1.6yrs
평균 재임 기간
56yo
평균 나이
경험이 풍부한 관리: STLAM의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.6 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Executive Chairman of the Board | 5.7yrs | €2.45m | 0.043% € 5.5m | |
| CEO, COO of North America American brands & Executive Director | 1.2yrs | €5.42m | 0.015% € 1.9m | |
| Senior Independent Director | 5.7yrs | €291.02k | 0.00072% € 92.6k | |
| Independent Non-Executive Director | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Non-Executive Vice Chairman of the Board | 5.7yrs | €225.20k | 0.00052% € 66.9k | |
| Independent Non–Executive Director | 5.7yrs | €235.56k | 0.00033% € 42.5k | |
| Non-Executive Director | 1.4yrs | €174.41k | 데이터 없음 | |
| Non-Executive Director | 3.4yrs | 데이터 없음 | 데이터 없음 | |
| Independent Non-Executive Director | 5.7yrs | €262.70k | 0.00040% € 51.5k | |
| Independent Non-Executive Director | 2.4yrs | €222.35k | 데이터 없음 | |
| Non-Executive Director | 1.4yrs | €165.29k | 데이터 없음 | |
| Non-Executive Director | less than a year | 데이터 없음 | 데이터 없음 |
4.5yrs
평균 재임 기간
57.5yo
평균 나이
경험이 풍부한 이사회: STLAM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/17 06:19 |
| 종가 | 2026/09/17 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 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
Stellantis N.V.는 52명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Dominique Descours | Banca Akros S.p.A. (ESN) |
| Vincenzo Antonio Buono | Banca Akros S.p.A. (ESN) |
| Eduardo González Martín | Banco Santander |