SK Telecom 배당 및 자사주 매입
배당 기준 점검 4/6
SK Telecom 수익으로 충분히 충당되는 현재 수익률 3.72% 보유한 배당금 지급 회사입니다.
핵심 정보
3.7%
배당 수익률
0%
자사주 매입 수익률
| 총 주주 수익률 | 3.7% |
| 미래 배당 수익률 | 4.1% |
| 배당 성장률 | 0.7% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 49% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • Sep 17
A017670: AI Data Center Buildout Will Support Long Term Upside Potential
Analysts now set a fair value price target of ₩150,000 for SK Telecom, compared with the prior ₩143,716, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for SK Telecom SK Telecom announced plans to pursue construction of an AI data center network targeting up to 15GW of capacity, using an Ulsan AI Data Center as the core hub and referring to this as a third major national infrastructure project for Korea.
내러티브 업데이트 • Sep 03
A017670: Large-Scale AI Data Centers Will Drive Future Upside
Analysts have lifted their price target on SK Telecom to about ₩102,700 from roughly ₩98,800, citing updated assumptions that combine slightly different revenue growth and discount rate inputs with a higher projected profit margin and a lower future P/E multiple. What’s in the News for SK Telecom SK Telecom plans to pursue construction of AI data centers with total capacity of up to 15GW in Korea, including the Ulsan AI Data Center, as part of a long term buildout of high performance AI infrastructure.내러티브 업데이트 • Aug 04
A017670: AI Data Center Expansion Will Support Long Term Appeal
Analysts have lifted their fair value price target for SK Telecom from about ₩107,500 to roughly ₩143,700, pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers behind the change. What’s in the News for SK Telecom SK Telecom plans to pursue construction of an AI data center network with capacity of up to 15GW, anchored by the Ulsan AI Data Center and aligned with the Korean government's AI G3 strategy and regional development priorities.내러티브 업데이트 • Jul 21
A017670: AI Data Center Expansion Will Drive Future Upside Despite Dividend Halt
Analysts have lifted their fair value estimate for SK Telecom from ₩96,062.50 to ₩98,795.83, citing updated assumptions around long term revenue growth, profit margins, and a slightly higher future P/E multiple. What’s in the News for SK Telecom SK Telecom outlined a plan to pursue construction of AI data centers with total capacity of up to 15GW, starting with a 5GW rollout from 2029 and potential expansion by an additional 10GW from 2035, aimed at addressing AI infrastructure demand.내러티브 업데이트 • Jul 07
A017670: AI Data Center Buildout Will Support Future Upside Despite Dividend Halt
Analysts have modestly lifted their fair value estimate for SK Telecom, raising the implied price target from ₩93,740 to ₩96,062.50, citing updated assumptions for profit margins and future P/E while keeping the discount rate broadly unchanged. What’s in the News for SK Telecom SK Telecom plans to pursue construction of AI data centers with total capacity of 15GW, including the Ulsan AI Data Center, aiming to open 5GW of domestic capacity in stages starting in 2029 as part of Korea’s "AI G3" ambitions and regional development efforts.
내러티브 업데이트 • Jun 23
A017670: AI Infrastructure Plans Will Likely Struggle To Justify Rich Earnings Multiple
Analysts are keeping their ₩55,000 price target for SK Telecom unchanged, citing only minor adjustments to long term revenue growth and profit margin assumptions, as well as a slightly lower future P/E multiple in their updated models. What’s in the News for SK Telecom SK Telecom clarified media reports about its collaboration with NVIDIA, stating that the AI factory planned for 2027 in Korea is not gigawatt scale, and that any build out to gigawatt scale capacity is expected to proceed in phases.내러티브 업데이트 • Jun 06
A017670: Higher Multiple And Margin Assumptions Will Likely Pressure Future Returns
Analysts have raised their price target for SK Telecom from ₩43,000 to ₩55,000, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they view as better reflecting the stock's current risk and earnings profile. What's in the News SK Telecom joined BlackBerry, JVCKENWOOD, Huawei, LG Electronics and Nokia in making patents available for license through Sisvel’s point of sale device patent pool, which covers 2G, 3G, 4G and 5G technologies, according to a client announcement.내러티브 업데이트 • May 23
A017670: Dividend Halt Will Continue To Offset AI Data Center Initiatives
Analysts have lifted their fair value estimate for SK Telecom from ₩82,144 to ₩93,740, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Rebellions, SK Telecom and Arm are collaborating to develop an AI server that combines Arm’s AGI CPU with Rebellions’ RebelCard accelerators.내러티브 업데이트 • May 02
A017670: Dividend Halt Will Outweigh AI Data Center Expansion Plans
Analysts have raised their SK Telecom price target slightly from ₩80,676.92 to ₩82,144.00, citing small model tweaks in discount rate, revenue growth, profit margin and forward P/E assumptions as the key drivers of this adjustment. What's in the News Rebellions, SK Telecom and Arm are working together on AI inference infrastructure that combines Arm AGI CPUs with Rebellions’ AI chips.내러티브 업데이트 • Apr 18
A017670: Dividend Halt Will Outweigh AI Data Center Partnerships Going Forward
Analysts have raised their fair value estimate for SK Telecom from ₩76,138 to ₩80,677, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a modestly lower future P/E multiple. What's in the News Rebellions, SK Telecom and Arm agreed to collaborate on AI inference infrastructure that combines Arm's AGI CPU with Rebellions' RebelCard accelerator, with validation planned in SK Telecom's AI data centers before any broader rollout (Key Developments).내러티브 업데이트 • Apr 04
A017670: Index Inclusion And AI Data Center Partnerships Will Support Long Term Appeal
Analysts have nudged their fair value estimate for SK Telecom to ₩107,504 from ₩105,369, reflecting updated assumptions on revenue growth, profit margins and a slightly adjusted forward P/E outlook. What's in the News SK Telecom is being added to the FTSE All-World Index (USD), which can affect how index-tracking funds and ETFs allocate capital to the stock.내러티브 업데이트 • Mar 20
A017670: AI Data Center Alliances And Dividend Halt Will Shape Balanced Outlook
Analysts have adjusted their fair value estimate for SK Telecom from ₩72,600 to about ₩76,138, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Signed a three party memorandum of understanding with Supermicro and Schneider Electric to co develop prefabricated modular solutions for AI data centers.내러티브 업데이트 • Mar 06
A017670: AI Data Center Buildout Will Support Stronger Long Term Equity Appeal
Analysts now see SK Telecom’s fair value at around ₩105,369 per share, up from about ₩76,474. This reflects updated assumptions for slightly higher revenue growth, a marginally stronger profit margin, a modestly adjusted discount rate and a higher future P/E multiple.내러티브 업데이트 • Feb 20
A017670: AI Expansion And Dividend Halt Will Keep Shares Exposed To Downside
Analysts have raised their fair value estimate for SK Telecom from ₩62,311.54 to ₩72,600, reflecting updated assumptions for revenue growth, margins, discount rate and a higher future P/E multiple. What's in the News On February 5, 2026, SK Telecom announced that it will not distribute any cash year end dividends for 2025, citing the company’s results of operations and changes in the business environment, following a management report to the board of directors on the same date (company announcement).내러티브 업데이트 • Feb 06
A017670: Expanding AI Ambitions Will Keep Shares Vulnerable To Downside Risk
Analysts have slightly lifted their price target for SK Telecom to ₩62,312 from ₩59,696, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Together, these factors point to a modestly higher assessed fair value.분석 기사 • Jan 27
SK Telecom Co., Ltd.'s (KRX:017670) P/E Is Still On The Mark Following 31% Share Price Bounce
The SK Telecom Co., Ltd. ( KRX:017670 ) share price has done very well over the last month, posting an excellent gain...내러티브 업데이트 • Jan 23
A017670: AI Expansion And Dividend Pause Will Shape Measured 2025 Outlook
Analysts have nudged their price target for SK Telecom slightly higher to ₩59,696 from ₩59,377, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News SK Telecom introduced A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, designed to act as a teacher model that transfers knowledge to smaller models below the 70 billion parameter range (Key Developments).분석 기사 • Jan 14
SK Telecom (KRX:017670) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Jan 08
A017670: Hyperscale AI Rollout Will Support Stronger Long Term Equity Appeal
Analysts have trimmed their fair value estimate for SK Telecom to ₩76,474 from ₩77,938, citing updated assumptions for slower revenue growth, slightly softer profit margins, and a higher future P/E multiple in their revised models. What's in the News SK Telecom unveiled A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, positioned as a core foundation for a full-stack AI ecosystem spanning semiconductors, data centers, models, and services (Key Developments).내러티브 업데이트 • Dec 14
A017670 Signals Future Pressure As Dividend Pause Overshadows Profit Outlook
Analysts have modestly trimmed their price target on SK Telecom from ₩44,355 to ₩43,000, reflecting slightly lower fair value assumptions. They also highlight improving revenue growth prospects, a firmer profit margin profile, and a more attractive forward P/E multiple.내러티브 업데이트 • Nov 30
A017670: Dividend Suspension And Index Addition Will Influence 2025 Sentiment
Analysts have slightly lowered their price target for SK Telecom from ₩59,762 to ₩59,377. They cite marginal adjustments to their revenue growth and profit margin assumptions.분석 기사 • Nov 21
There's Been No Shortage Of Growth Recently For SK Telecom's (KRX:017670) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...내러티브 업데이트 • Nov 15
A017670: Dividend Suspension And Marginal Discount Rate Increase Will Shape 2025 Outlook
Analysts have slightly lowered their price target for SK Telecom from ₩60,108 to ₩59,762. They cite improved revenue growth and profitability outlook, but this is tempered by a modestly higher discount rate.내러티브 업데이트 • Nov 01
A017670: Future Shareholder Returns Will Improve As Conditions Stabilize
Analysts have slightly lowered their fair value estimate for SK Telecom from ₩61,146 to ₩60,108, citing modestly reduced expectations for revenue growth and profit margins. What's in the News SK Telecom announced it will not distribute any cash dividends for the third quarter of 2025 because of recent operational results and changes in the business environment (Key Developments).분석 기사 • Oct 16
SK Telecom Co., Ltd.'s (KRX:017670) Earnings Are Not Doing Enough For Some Investors
With a price-to-earnings (or "P/E") ratio of 11.7x SK Telecom Co., Ltd. ( KRX:017670 ) may be sending bullish signals...분석 기사 • Sep 28
Is SK Telecom (KRX:017670) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Sep 05
AI And Data Center Demand Will Unlock Enduring Value
With both the discount rate and future P/E ratio for SK Telecom remaining effectively unchanged, analysts see no meaningful shift in valuation, as reflected in the stable consensus price target of ₩61,146. What's in the News SK Telecom lowered its 2025 earnings guidance, forecasting operating revenue of KRW 17.0 trillion and an operating profit decline versus 2024, factoring in a KRW 500 billion customer appreciation package following a cybersecurity incident.
새로운 내러티브 • Nov 25
Leveraging AI Expertise For Tactical Growth And Transformative Market Leadership
Strategic focus on AI infrastructure and B2B solutions aims to boost revenue and market expansion through partnerships and new contracts.지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: A017670 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: A017670 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| SK Telecom 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (A017670) | 3.7% |
| 시장 하위 25% (KR) | 1.4% |
| 시장 상위 25% (KR) | 4.4% |
| 업계 평균 (Wireless Telecom) | 3.3% |
| 분석가 예측 (A017670) (최대 3년) | 4.1% |
주목할만한 배당금: A017670 의 배당금( 3.72% )은 KR 시장에서 배당금 지급자의 하위 25%( 1.39% )보다 높습니다.
고배당: A017670 의 배당금( 3.72% )은 KR 시장에서 배당금 지급자의 상위 25%( 4.36% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 합리적으로 낮은 지불 비율 ( 48.6% )로 A017670 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 합리적인 현금 지급 비율 ( 56% )로 A017670 의 배당금 지급은 현금 흐름으로 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/19 19:56 |
| 종가 | 2026/09/18 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
SK Telecom Co., Ltd.는 39명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Seyon Park | Barclays |
| Sun Jung Lee | BofA Global Research |
| Joshua Kim | CGS International |