Cogeco Communications Inc.

TSX:CCA Voorraadrapport

Marktkapitalisatie: CA$2.7b

Cogeco Communications Beheer

Beheer criteriumcontroles 1/4

De CEO Cogeco Communications is Fred Perron, benoemd in Mar2024, heeft een ambtstermijn van 2.17 jaar. De totale jaarlijkse vergoeding van { bedraagt CA$ 7.22M, bestaande uit 14.3% salaris en 85.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.033% van de aandelen van het bedrijf, ter waarde CA$ 914.84K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.4 jaar en 2.3 jaar.

Belangrijke informatie

Fred Perron

Algemeen directeur

CA$7.2m

Totale compensatie

Percentage CEO-salaris14.31%
Dienstverband CEO2.2yrs
Eigendom CEO0.03%
Management gemiddelde ambtstermijn2.4yrs
Gemiddelde ambtstermijn bestuur2.3yrs

Recente managementupdates

Recent updates

Narratiefupdate May 08

CCA: Mixed Ratings And New U.S. Push Will Shape Return Prospects

Cogeco Communications' updated fair value estimate edges down by about CA$2.40, reflecting analysts' lower price targets, mixed views on sentiment and recent U.S. results, and at least one recent upgrade that partly offsets these factors. Analyst Commentary Recent research on Cogeco Communications reflects a mix of lowered price targets and rating changes, with one upgrade helping to support the updated fair value estimate.
Narratiefupdate Apr 23

CCA: Execution On U.S. Turnaround And Margin Resilience Will Support Upside Potential

Cogeco Communications' updated analyst price target has been trimmed by about CA$0.09 to CA$73.27. This reflects a mix of recent target cuts from RBC Capital and Scotiabank, a downgrade from TD Securities on weaker U.S. results and sentiment, and an earlier upgrade to Outperform from National Bank with a CA$80 target, as analysts reassess discount rates, revenue trends, margins, and future P/E expectations.
Narratiefupdate Apr 09

CCA: Mixed U.S. Sentiment And Execution Risks Will Shape Fairly Valued Shares

Analysts have kept their fair value estimate for Cogeco Communications steady at CA$67.00. Recent changes in discount rate and growth and margin assumptions reflect mixed sentiment following both fresh downgrades tied to weaker U.S. results and earlier price target increases from several Canadian banks.
Narratiefupdate Mar 26

CCA: Mixed Ratings And Fair Value Outlook Will Shape Return Expectations

Analysts have trimmed their fair value estimate for Cogeco Communications from about CA$91.87 to around CA$84.96, citing a higher required return, slightly softer long term revenue expectations, a modestly better profit margin outlook, and a lower future P/E multiple, even as recent Street targets around CA$74 to CA$80 reflect a mix of more cautious and more constructive views. Analyst Commentary Recent research on Cogeco Communications points to a split in views, with some firms turning more cautious while several bullish analysts are leaning into the valuation after recent share price moves.
Narratiefupdate Mar 09

CCA: Tighter Risk Profile And Earnings Assumptions Will Anchor Fairly Valued Shares

Analysts have nudged their price targets on Cogeco Communications higher into the low to mid CA$70s, with one upgrade to Outperform and several incremental target raises of CA$1 to CA$5. These changes reflect refreshed views on the company’s risk profile and earnings power.
Narratiefupdate Feb 23

CCA: Modest Discount Shift And Margins Will Frame Fairly Valued Shares

Narrative Update on Cogeco Communications The analyst price target for Cogeco Communications has moved higher by several Canadian dollars, with recent CA$1 to CA$5 target increases from multiple firms as analysts point to slightly improved margin assumptions, a modestly lower discount rate, and a small adjustment to the forward P/E used in their models. Analyst Commentary Recent research updates on Cogeco Communications cluster around modest price target revisions, with several firms adjusting their models by CA$1 to CA$5.
Narratiefupdate Feb 08

CCA: Slightly Higher Multiples And Margins Will Shape Fairly Valued Shares

Analysts have nudged their targets on Cogeco Communications slightly higher, with price objectives moving up by C$1 to C$5 across several firms. They cited updated assumptions around discount rate, revenue trends, profit margins and forward P/E multiples.
Narratiefupdate Jan 25

CCA: Future Revenue Pressures And Higher Margins Will Shape Fairly Valued Shares

Analysts have increased their fair value estimate for Cogeco Communications to $67 from $64. They cite recent price target increases, slightly less severe revenue contraction assumptions, firmer profit margin expectations near 13%, and a lower future P/E multiple closer to 9.8x in their updated models.
Narratiefupdate Jan 10

CCA: Fine Tuned Outlook Will Support Modest Returns On Balanced Fundamentals

Analysts have nudged their price target on Cogeco Communications higher to C$75.50 from C$75, citing updated assumptions around discount rates, profit margins and future P/E that support a slightly richer valuation. Analyst Commentary Analysts are largely treating the latest move in the C$75.50 price target as a fine tuning of their existing view, reflecting refreshed assumptions rather than a shift in stance on the company.
Narratiefupdate Dec 14

CCA: Québec Network Expansion Will Support Modest Returns Amid Balanced Outlook

Analysts have nudged their price target for Cogeco Communications slightly higher, lifting it by C$0.50 to C$75.50 as they refine their valuation assumptions while maintaining a neutral sector stance. Analyst Commentary Recent research highlights a measured shift in sentiment as bullish analysts modestly increase their valuation assumptions while keeping overall expectations in check.
Narratiefupdate Nov 29

CCA: Dividend Increase And Québec Rollout Will Drive Steady Performance Ahead

Analysts have increased their price target for Cogeco Communications by C$0.50 to C$75.50, reflecting updated estimates for discount rate and profit margin. Analyst Commentary Analyst perspectives on Cogeco Communications reflect a balanced view, with recent adjustments to the price target incorporating both supportive and cautionary factors related to the company's outlook.
Narratiefupdate Nov 15

CCA: Dividend Growth and Québec Expansion Will Drive Share Performance Ahead

Narrative Update on Cogeco Communications Analysts have slightly lowered their price target for Cogeco Communications, reducing it from $74.09 to $73.36. This change is attributed to minor adjustments to revenue growth projections and profit margin estimates.
Analyseartikel Nov 07

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 26th of...
Narratiefupdate Nov 01

CCA: Margin Improvements And Cost Discipline Will Drive Shareholder Value

Narrative Update on Cogeco Communications Analysts have modestly raised their price target on Cogeco Communications from C$75.00 to C$75.50, citing a slightly improved profit margin outlook despite ongoing revenue headwinds. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's improved profit margins as a key factor supporting a modest price target increase.
Analyseartikel Oct 19

Here's Why Cogeco Communications (TSE:CCA) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jul 18

Earnings Miss: Cogeco Communications Inc. Missed EPS By 8.7% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Cogeco Communications Inc. ( TSE:CCA ) filed its third-quarter result this time...
Analyseartikel Feb 15

Little Excitement Around Cogeco Communications Inc.'s (TSE:CCA) Earnings

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
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Nieuw narratief Feb 02

Rollout Of Breezeline Mobile Will Expand Future Service Offerings

Network expansion and structured transformation initiatives in Canada and the U.S. aim to boost revenue and operational efficiency.
Analyseartikel Jan 18

Cogeco Communications (TSE:CCA) Has Announced A Dividend Of CA$0.922

The board of Cogeco Communications Inc. ( TSE:CCA ) has announced that it will pay a dividend of CA$0.922 per share on...
Analyseartikel Dec 03

These 4 Measures Indicate That Cogeco Communications (TSE:CCA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Nov 11

Cogeco Communications' (TSE:CCA) Shareholders Will Receive A Bigger Dividend Than Last Year

Cogeco Communications Inc. ( TSE:CCA ) will increase its dividend from last year's comparable payment on the 28th of...
Analyseartikel Nov 07

Some May Be Optimistic About Cogeco Communications' (TSE:CCA) Earnings

Shareholders appeared unconcerned with Cogeco Communications Inc.'s ( TSE:CCA ) lackluster earnings report last week...
Analyseartikel Aug 09

Cogeco Communications Inc. (TSE:CCA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Cogeco Communications Inc. ( TSE:CCA ) shares have had a really impressive month, gaining 27% after a shaky period...
Analyseartikel Jun 21

There's No Escaping Cogeco Communications Inc.'s (TSE:CCA) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 5.9x Cogeco Communications Inc. ( TSE:CCA ) may be sending very bullish...
Analyseartikel May 08

Cogeco Communications (TSE:CCA) Seems To Be Using A Lot Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Apr 03

Cogeco Communications Inc.'s (TSE:CCA) Intrinsic Value Is Potentially 74% Above Its Share Price

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$99.63 Current share...
Analyseartikel Jan 05

Shareholders Will Probably Not Have Any Issues With Cogeco Communications Inc.'s (TSE:CCA) CEO Compensation

Key Insights Cogeco Communications' Annual General Meeting to take place on 11th of January Total pay for CEO Philippe...
Analyseartikel Nov 06

Cogeco Communications (TSE:CCA) Is Paying Out A Larger Dividend Than Last Year

Cogeco Communications Inc.'s ( TSE:CCA ) periodic dividend will be increasing on the 29th of November to CA$0.854, with...
Analyseartikel Oct 26

Is Cogeco Communications (TSE:CCA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Oct 05

Is There An Opportunity With Cogeco Communications Inc.'s (TSE:CCA) 30% Undervaluation?

Key Insights Using the Dividend Discount Model, Cogeco Communications fair value estimate is CA$86.20 Cogeco...

Analyse CEO-vergoeding

Hoe is Fred Perron's beloning veranderd ten opzichte van Cogeco Communications's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Feb 28 2026n/an/a

CA$316m

Nov 30 2025n/an/a

CA$311m

Aug 31 2025CA$7mCA$1m

CA$323m

May 31 2025n/an/a

CA$327m

Feb 28 2025n/an/a

CA$328m

Nov 30 2024n/an/a

CA$347m

Aug 31 2024CA$4mCA$837k

CA$336m

May 31 2024n/an/a

CA$340m

Feb 29 2024n/an/a

CA$366m

Nov 30 2023n/an/a

CA$370m

Aug 31 2023CA$2mCA$670k

CA$392m

May 31 2023n/an/a

CA$411m

Feb 28 2023n/an/a

CA$415m

Nov 30 2022n/an/a

CA$428m

Aug 31 2022CA$2mCA$647k

CA$423m

May 31 2022n/an/a

CA$415m

Feb 28 2022n/an/a

CA$410m

Nov 30 2021n/an/a

CA$402m

Aug 31 2021CA$2mCA$630k

CA$402m

Compensatie versus markt: De totale vergoeding ($USD 5.23M ) Fred } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Canadian markt ($USD 2.06M ).

Compensatie versus inkomsten: De beloning van Fred is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.


CEO

Fred Perron (49 yo)

2.2yrs
Tenure
CA$7,222,874
Compensatie

Mr. Frederic Perron, BComm, MIM, Msc., also known as Fred, is Director of Cable Television Laboratories, Inc. Mr. Perron serves as President, CEO & Director at Cogeco Communications Inc. & Cogeco Inc. sinc...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Frederic Perron
President2.2yrsCA$7.22m0.033%
CA$ 914.8k
Patrice Ouimet
CFO & Senior VP11.5yrsCA$3.04m0.031%
CA$ 856.9k
Sean Brushett
Chief Operating Officer1.7yrsCA$2.19m0.012%
CA$ 317.9k
Paul Cowling
Chief Legal & Corporate Affairs Officer and Secretary1.8yrsCA$1.76m0.0021%
CA$ 58.8k
Linda Gillespie
Senior VP & Chief Human Resources Officer4.1yrsCA$2.08m0.0068%
CA$ 187.6k
Tim Dinesen
Chief Technology & Information Officer2.7yrsCA$992.07k0.0014%
CA$ 39.0k
Troy Crandall
Head of Investor Relationsno datageen gegevensgeen gegevens
Francois-Philippe Lessard
Vice President of Corporate Development4.2yrsgeen gegevens0.00040%
CA$ 11.0k
Nancy Audette
Chief Growth Officer1.7yrsgeen gegevens0.0063%
CA$ 174.2k
Bart Nickerson
Chief Commercial Officer1.3yrsgeen gegevensgeen gegevens
Julie Latreille
VP & Treasurer4.1yrsgeen gegevens0.0017%
CA$ 47.0k
2.4yrs
Gemiddelde duur

Ervaren management: Het managementteam van CCA wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Frederic Perron
President2.2yrsCA$7.22m0.033%
CA$ 914.8k
Louis Audet
Chairman of the Board33.3yrsCA$225.00k0.28%
CA$ 7.6m
James Cherry
Lead Independent Director7.3yrsCA$142.00k0.0024%
CA$ 65.4k
Bart Demosky
Independent Directorless than a yeargeen gegevensgeen gegevens
Pippa Dunn
Independent Director7.3yrsCA$205.00kgeen gegevens
Colleen Abdoulah
Independent Director7.3yrsCA$280.41k0.0067%
CA$ 183.0k
Dahra Granovsky
Independent Directorless than a yeargeen gegevensgeen gegevens
Robin Bienenstock
Independent Director5.6yrsCA$182.00k0.011%
CA$ 302.5k
Michael Hanley
Independent Directorless than a yeargeen gegevens0.012%
CA$ 326.9k
Arun Bajaj
Independent Director2.3yrsCA$235.00kgeen gegevens
Emilie Audet
Directorless than a yeargeen gegevens0.00012%
CA$ 3.3k
2.3yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CCA wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.3 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/24 12:25
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/02/28
Jaarlijkse inkomsten2025/08/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse 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

Cogeco Communications Inc. wordt gevolgd door 19 analisten. 10 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.

AnalistInstelling
Phillip HuangBarclays
Tim CaseyBMO Capital Markets Equity Research
Matthew GriffithsBofA Global Research