Keyera Beheer
Beheer criteriumcontroles 4/4
De CEO Keyera is C. Setoguchi, benoemd in Feb2020, heeft een ambtstermijn van 6.58 jaar. De totale jaarlijkse vergoeding van { bedraagt CA$ 5.64M, bestaande uit 13.8% salaris en 86.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.09% van de aandelen van het bedrijf, ter waarde CA$ 14.40M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.3 jaar en 5.5 jaar.
Belangrijke informatie
C. Setoguchi
Algemeen directeur
CA$5.6m
Totale compensatie
| Percentage CEO-salaris | 13.75% |
| Dienstverband CEO | 6.6yrs |
| Eigendom CEO | 0.09% |
| Management gemiddelde ambtstermijn | 6.3yrs |
| Gemiddelde ambtstermijn bestuur | 5.5yrs |
Recente managementupdates
Recent updates
KEY: Expanded KAPS Ownership And NGL Acquisition Will Shape Bullish Forward Outlook
Analysts have lifted the Keyera fair value estimate from CA$62.93 to CA$64.36, citing a series of higher CA$60 to CA$70 price targets across the Street that reference recent acquisitions, updated midstream group models and a constructive outlook for the company's marketing business. Analyst Commentary Recent commentary on Keyera points to a cluster of higher price targets in the CA$60 to CA$70 range, with most updates tied to acquisition activity, refreshed midstream models and views on the marketing segment.KEY: KAPS Ownership And Rail Terminal Partnership Will Shape Balanced Forward Outlook
Keyera's fair value estimate has been revised modestly higher to CA$62.93, supported by a series of analyst price target increases into the low to high CA$60s. These reflect updated models, recent equity and acquisition activity around the Key Access Pipeline System, and views that recent results and marketing conditions are constructive for the company.Keyera (TSX:KEY) Stock Could Be 8% Below Fair Value After Recent Pullback
How Keyera Stock Has Been Performing Keyera (TSX:KEY) has been on the radar for investors after a steady run, with the stock closing at CA$55.96 and showing mixed short term moves alongside stronger longer term total returns. Over the past week, the share price declined about 5%, and it is down roughly 5% over the past month. In contrast, year to date the total return is about 25%, with the past year around 33% and the past 3 years and 5 years each posting very large gains above 7x on a total...KEY: Plains NGL Deal And Rail Project Will Shape Balanced Future Outlook
Keyera's updated analyst price target edges higher by about CA$0.36 to roughly CA$60.86. Analysts cite stronger recent results, supportive energy infrastructure updates, and positive views on the company’s marketing environment and recent natural gas liquids acquisition.KEY: Recent Acquisition And ACE Rail Project Will Shape Future Upside And Execution Risks
Analysts have lifted their fair value estimate for Keyera to CA$60.50 from CA$56.00. This reflects updated models that incorporate higher price targets from several firms and analyst views on stronger recent results, a supportive marketing backdrop and expected benefits from the recent natural gas liquids acquisition.KEY: Balance Sheet Capacity Will Support Execution And Future Upside Potential
Keyera's updated fair value estimate has risen from CA$54.69 to CA$56.00, reflecting analysts' recent price target increases that highlight factors such as balance sheet capacity and modestly adjusted assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Keyera has focused on a series of higher price targets in the CA$54 to CA$58 range, with several firms reaffirming positive ratings on the shares.KEY: Balance Sheet Capacity And Execution Risk Will Guide Future Fairly Valued Returns
Narrative Update on Keyera The updated analyst price target for Keyera edges higher to CA$54.69 from CA$54.46, reflecting recent target increases across several firms, as analysts point to what they see as underappreciated balance sheet capacity and adjust their P/E and growth assumptions. Analyst Commentary Recent Street research on Keyera clusters around higher price targets, with several firms adjusting their models and only a few trimming expectations.KEY: Balance Sheet Capacity And Execution Risk Will Shape Future Fairly Valued Returns
Keyera's analyst price target is nudged higher as the model fair value edges up to CA$54.46. Analysts generally point to stronger perceived balance sheet capacity and a series of recent price target hikes across major firms.KEY: Balance Sheet Capacity And Execution Risk Will Guide Balanced Future Returns
Keyera's fair value estimate edges up to about CA$54.31 from CA$54, as analysts lift price targets into the CA$54 to CA$58 range. They cite underappreciated balance sheet capacity and reaffirmed positive ratings across multiple firms.KEY: Balance Sheet Capacity And Execution Risk Will Shape Future Share Performance
Analysts have nudged their average fair value estimate for Keyera higher to CA$54.00 from CA$51.69, citing a series of recent CA$1 to CA$7 price target increases across major firms that highlight what they see as underappreciated balance sheet capacity. Analyst Commentary Recent research updates show a cluster of price target changes around the low to high CA$50s, with several firms focusing on what they see as Keyera's financial flexibility and execution risk.KEY: Mixed Margin Outlook And Steady Assumptions Will Shape Future Share Performance
Narrative Update on Keyera The analyst price target for Keyera has shifted as recent Street research, including a C$2 reduction at TD Securities, a C$1 increase at Scotiabank, and a move to C$51 from C$54 at BMO Capital, reflects updated views on its profit margin outlook and future P/E assumptions. Analyst Commentary Recent research around Keyera centers on how its profit margins and P/E assumptions line up with current valuation, with some analysts trimming targets and others nudging them higher.KEY: Execution On Projects And Cost Control Will Support Future Share Price Upside
Narrative Update on Keyera Our updated analyst price target for Keyera shifts slightly lower to about C$51.70 from roughly C$51.90. This reflects a mix of recent target cuts and raises from analysts who now factor in modestly adjusted growth, margin, discount rate, and P/E assumptions.KEY: Revised Cash Flow Outlook Will Support Future Share Price Upside
Analysts have reduced their price target on Keyera to C$51 from C$54, reflecting updated views on fair value, discount rates, revenue growth assumptions and expected P/E levels. Analyst Commentary Recent research updates show that analysts are adjusting their fair value views on Keyera, but still see a supportive backdrop for the stock relative to their rating stance.KEY: Higher Uptime Will Drive Stronger Q3 Earnings And Share Price Upside
Analysts have modestly raised their price target on Keyera by C$3 to C$45, citing expectations for sequentially stronger Q3 earnings and steady growth across the company’s core business. Analyst Commentary Bullish analysts view the higher price target as supported by improving operational performance, particularly the anticipated sequential uplift in Q3 earnings driven by stronger uptime across base assets.KEY: Improved Asset Uptime Will Support Stronger Earnings And Share Price Upside
Analysts have modestly raised their price target on Keyera, with fair value estimates increasing from about C$50.71 to C$51.43. They cite expectations for sequential Q3 earnings improvement driven by higher base asset uptime and steady growth across the core business.
Unlocking Growth Potential With Innovative Expansion And Strategic Resilience
Advancements in growth projects and infrastructure could boost net capacity, revenue, and margins through increased demand and service expansion.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | CA$361m |
| Mar 31 2026 | n/a | n/a | CA$180m |
| Dec 31 2025 | CA$6m | CA$775k | CA$432m |
| Sep 30 2025 | n/a | n/a | CA$431m |
| Jun 30 2025 | n/a | n/a | CA$530m |
| Mar 31 2025 | n/a | n/a | CA$546m |
| Dec 31 2024 | CA$5m | CA$735k | CA$487m |
| Sep 30 2024 | n/a | n/a | CA$447m |
| Jun 30 2024 | n/a | n/a | CA$340m |
| Mar 31 2024 | n/a | n/a | CA$357m |
| Dec 31 2023 | CA$5m | CA$700k | CA$424m |
| Sep 30 2023 | n/a | n/a | CA$293m |
| Jun 30 2023 | n/a | n/a | CA$338m |
| Mar 31 2023 | n/a | n/a | CA$352m |
| Dec 31 2022 | CA$5m | CA$670k | CA$328m |
| Sep 30 2022 | n/a | n/a | CA$500m |
| Jun 30 2022 | n/a | n/a | CA$447m |
| Mar 31 2022 | n/a | n/a | CA$352m |
| Dec 31 2021 | CA$5m | CA$650k | CA$324m |
| Sep 30 2021 | n/a | n/a | CA$159m |
| Jun 30 2021 | n/a | n/a | CA$123m |
| Mar 31 2021 | n/a | n/a | CA$62m |
| Dec 31 2020 | CA$2m | CA$387k | CA$62m |
| Sep 30 2020 | n/a | n/a | CA$167m |
| Jun 30 2020 | n/a | n/a | CA$288m |
| Mar 31 2020 | n/a | n/a | CA$494m |
| Dec 31 2019 | CA$2m | CA$390k | CA$444m |
Compensatie versus markt: De totale vergoeding ($USD 4.05M ) C. } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de Canadian markt ($USD 7.88M ).
Compensatie versus inkomsten: De vergoeding van C. is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
C. Setoguchi (59 yo)
Mr. C. Dean Setoguchi has been Chief Executive Officer and Director at Keyera Corp. since January 1, 2021. Mr. Setoguchi serves as President of Keyera Corporation since February 2020 and served as its Chie...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 6.6yrs | CA$5.64m | 0.090% CA$ 14.4m | |
| Senior VP & CFO | 6.3yrs | CA$2.49m | 0.014% CA$ 2.3m | |
| Senior VP of Sustainability & External Affairs | 3.7yrs | CA$1.63m | 0.0064% CA$ 1.0m | |
| Senior Vice President of Liquids Business Unit | 9.6yrs | CA$2.14m | 0.013% CA$ 2.2m | |
| General Manager of Investor Relations | no data | geen gegevens | geen gegevens | |
| Manager of Corporate Communications | no data | geen gegevens | geen gegevens | |
| Senior Vice President of G&P and NGL Pipelines Business Unit | less than a year | geen gegevens | 0.0049% CA$ 787.4k | |
| Manager of Investor Relations | no data | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van KEY is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 5.7yrs | CA$5.64m | 0.090% CA$ 14.4m | |
| Lead Independent Director | 7.1yrs | CA$366.17k | 0.0078% CA$ 1.3m | |
| Independent Director | 1.3yrs | CA$174.60k | 0.0026% CA$ 411.4k | |
| Independent Director | 9.3yrs | CA$370.46k | 0.000060% CA$ 9.6k | |
| Independent Chairman of the Board | 23.5yrs | CA$343.16k | 0.17% CA$ 27.9m | |
| Independent Director | 11.3yrs | CA$336.67k | 0.00073% CA$ 117.3k | |
| Independent Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | 4.3yrs | CA$271.84k | geen gegevens | |
| Independent Director | 5.3yrs | CA$271.76k | 0.0014% CA$ 218.5k | |
| Independent Director | 1.3yrs | CA$174.60k | 0.0069% CA$ 1.1m |
Ervaren bestuur: De raad van bestuur van KEY wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/15 22:39 |
| Aandelenkoers aan het einde van de dag | 2026/09/15 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Keyera Corp. wordt gevolgd door 30 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Nathan Heywood | ATB Cormark |
| Brent Watson | ATB Cormark Historical (Cormark Securities) |
| Theresa Chen | Barclays |