Tele2 AB (publ)

OM:TEL2 B Voorraadrapport

Marktkapitalisatie: SEK 131.4b

Tele2 Beheer

Beheer criteriumcontroles 2/4

De CEO Tele2 is Jean-Marc Harion, benoemd in Nov2024, heeft een ambtstermijn van 1.5 jaar. De totale jaarlijkse vergoeding van { bedraagt SEK 29.50M, bestaande uit 29.8% salaris en 70.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.002% van de aandelen van het bedrijf, ter waarde SEK 2.93M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.4 jaar en 2 jaar.

Belangrijke informatie

Jean-Marc Harion

Algemeen directeur

SEK 29.5m

Totale compensatie

Percentage CEO-salaris29.83%
Dienstverband CEO1.5yrs
Eigendom CEO0.002%
Management gemiddelde ambtstermijn2.4yrs
Gemiddelde ambtstermijn bestuur2yrs

Recente managementupdates

Recent updates

TEL2 B: Higher Payout Policy And Retail Expansion Will Support Future Returns

Analysts have lifted the average price target for Tele2 by SEK 10 to SEK 225, with recent SEK 7 to SEK 34 target hikes balanced by several downgrades and slightly lower revenue growth and profit margin assumptions, alongside a marginally higher future P/E multiple in updated models. Analyst Commentary Recent Street research on Tele2 shows a split view, with several bullish analysts lifting price targets while others turn more cautious or downgrade their ratings.

TEL2 B: Elevated Payout Policy Will Drive Future Return Profile

The analyst price target for Tele2 has been raised from SEK 210.00 to SEK 225.00. This change reflects updated views from analysts who are weighing mixed recent research, including several downgrades alongside selective target increases around the sector.

TEL2 B: Limited Upside Will Constrain Returns Despite Supportive Capital Actions

The analyst price target for Tele2 has increased by about SEK 6 to SEK 170, reflecting recent mixed research updates in which some analysts raised their targets while others became more cautious on the stock’s upside potential. Analyst Commentary Recent research on Tele2 presents a split picture, with some bullish analysts lifting price targets and others turning more cautious or stepping back from high conviction ratings.

TEL2 B: Mixed Ratings And Rich Dividend Policy Will Shape Returns

Analysts now place Tele2's fair value at about SEK 210, up from SEK 200, as they weigh slightly higher long term revenue growth, profit margins and future P/E expectations against a mixed set of recent price target revisions and rating changes across the Street. Analyst Commentary Recent Street research provides a mixed but generally constructive view on Tele2, with some firms trimming price targets or shifting ratings, while others see enough support to justify higher valuation levels.

TEL2 B: Mixed Street Views And High Dividend Will Shape Returns

The analyst fair value estimate for Tele2 has moved from SEK 190 to SEK 200. This reflects mixed recent price target changes from several banks and adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E multiples by analysts.

Tele2 AB (publ)'s (STO:TEL2 B) 25% Price Boost Is Out Of Tune With Earnings

Feb 13
Tele2 AB (publ)'s (STO:TEL2 B) 25% Price Boost Is Out Of Tune With Earnings

TEL2 B: Rich P/E And Dividend Payout Will Likely Limit Future Upside

The analyst price target for Tele2 has increased from SEK 122.0 to approximately SEK 128.4, reflecting updated views from analysts who have recently adjusted their targets in both directions based on revised expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates around Tele2 show a mix of views, with some analysts raising their targets and others trimming them by small amounts.

Tele2's (STO:TEL2 B) Dividend Will Be Increased To SEK5.25

Feb 01
Tele2's (STO:TEL2 B) Dividend Will Be Increased To SEK5.25

Tele2 AB (publ) (STO:TEL2 B) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Jan 31
Tele2 AB (publ) (STO:TEL2 B) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

TEL2 B: Sector Mergers Will Drive Near-Term Outperformance With Stable Fairly Priced Outlook

Analysts have nudged their fair value estimate for Tele2 to SEK164.33 from SEK161.63 as small tweaks to assumptions on long term revenue growth, profit margin and future P/E filter through their models. Valuation Changes The fair value estimate has increased modestly from SEK161.63 to SEK164.33 per share.

TEL2 B: Lower Revenue Assumptions Will Likely Cap Upside At Current Levels

Analysts have revised their price target on Tele2 to SEK 122.0. This reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: Unchanged at SEK 122.0 per share.

Here's Why Tele2 (STO:TEL2 B) Can Manage Its Debt Responsibly

Dec 30
Here's Why Tele2 (STO:TEL2 B) Can Manage Its Debt Responsibly

Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B)

Dec 17
Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B)

TEL2 B: Merger Driven Upside Will Likely Disappoint At Current Levels

Analysts have raised their price target on Tele2 to SEK 190, reflecting stronger expected revenue growth, higher profit margins, and a richer merger-driven outlook for telecom operators compared to previous forecasts. Analyst Commentary The latest upgrade to Outperform with a SEK 190 price target underscores a more constructive stance on Tele2's ability to benefit from sector consolidation and merger related synergies.

Returns At Tele2 (STO:TEL2 B) Are On The Way Up

Dec 03
Returns At Tele2 (STO:TEL2 B) Are On The Way Up

TEL2 B: Sector Mergers Will Drive Near-Term Outperformance Amid Fair Valuation

Analysts have raised their price target for Tele2 from SEK 161.02 to SEK 161.63, citing expectations of favorable industry conditions and improved margins, which they believe could support near-term share performance. Analyst Commentary Recent analyst activity reflects evolving sentiment on Tele2, with upward revisions and renewed attention to potential sector tailwinds.

TEL2 B: Sector Mergers Will Shape Near-Term Outperformance Amid Stable Outlook

Narrative Update on Tele2 Analysts have revised Tele2's fair value price target to SEK 161.02, maintaining their outlook as positive in light of recent sector upgrades and expectations that upcoming telecom mergers will drive outperformance. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded Tele2's rating, reflecting increased confidence in the company's growth prospects.

TEL2 B: Sector Mergers And Baltic Tower Deal Will Shape Outlook

Tele2's analyst price target has been raised from SEK 160 to SEK 161.02, as analysts cite expectations of revenue growth and improved profit margins due to anticipated sector consolidation. Analyst Commentary Following recent sector reviews, analysts have updated their views on Tele2, highlighting both encouraging prospects and areas of caution regarding the company's path forward.

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised their fair value estimate for Tele2 from SEK 159.26 to SEK 160.00. They cite anticipated benefits from industry mergers expected to boost performance in the near term.

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised their price target for Tele2 from SEK 154 to SEK 159, citing expectations of higher profit margins and improved shareholder returns as key drivers for the upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades reflect confidence in Tele2's ability to capture near-term outperformance, especially in the wake of potential telecom sector mergers.

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have raised Tele2’s price target to SEK153.98, driven by improved shareholder return catalysts and operational stability, though some reservations persist among bearish analysts. Analyst Commentary Bullish analysts cite improved shareholder return catalysts as a key reason for increased optimism.

Digitalization And 5G Will Shape Future Connectivity Markets

Analysts have turned more optimistic on Tele2 due to enhanced shareholder return catalysts and improved confidence in capital allocation, leading to upward price target revisions, with the consensus Analyst Price Target remaining effectively unchanged at SEK152.14. Analyst Commentary Bullish analysts highlight enhanced shareholder return catalysts as a key reason for an upgraded outlook.

Are Investors Undervaluing Tele2 AB (publ) (STO:TEL2 B) By 26%?

Aug 31
Are Investors Undervaluing Tele2 AB (publ) (STO:TEL2 B) By 26%?

Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B) After Shares Rise 35%

Jul 30
Earnings Not Telling The Story For Tele2 AB (publ) (STO:TEL2 B) After Shares Rise 35%

We Like These Underlying Return On Capital Trends At Tele2 (STO:TEL2 B)

Jul 12
We Like These Underlying Return On Capital Trends At Tele2 (STO:TEL2 B)

Tele2's (STO:TEL2 B) Dividend Will Be Reduced To SEK3.15

Jun 26
Tele2's (STO:TEL2 B) Dividend Will Be Reduced To SEK3.15

Tele2 (STO:TEL2 B) Is Reducing Its Dividend To SEK3.15

Jun 10
Tele2 (STO:TEL2 B) Is Reducing Its Dividend To SEK3.15

Tele2's (STO:TEL2 B) Shareholders Will Receive A Smaller Dividend Than Last Year

May 27
Tele2's (STO:TEL2 B) Shareholders Will Receive A Smaller Dividend Than Last Year

Tele2 (STO:TEL2 B) Will Pay A Smaller Dividend Than Last Year

May 13
Tele2 (STO:TEL2 B) Will Pay A Smaller Dividend Than Last Year

Tele2 AB (publ)'s (STO:TEL2 B) Shareholders Might Be Looking For Exit

May 09
Tele2 AB (publ)'s (STO:TEL2 B) Shareholders Might Be Looking For Exit
User avatar

Unified IT Stack And 5G Expansion Set To Elevate Revenue And Drive Competitive Edge

Unified IT stack and 5G expansion enhance customer experience, competitive position, and revenue through improved offerings and service expansion.

Analyse CEO-vergoeding

Hoe is Jean-Marc Harion's beloning veranderd ten opzichte van Tele2's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

SEK 10b

Dec 31 2025SEK 30mSEK 9m

SEK 5b

Sep 30 2025n/an/a

SEK 4b

Jun 30 2025n/an/a

SEK 4b

Mar 31 2025n/an/a

SEK 4b

Dec 31 2024SEK 11mSEK 1m

SEK 4b

Compensatie versus markt: De totale vergoeding ($USD 3.20M ) Jean-Marc } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de Swedish markt ($USD 3.34M ).

Compensatie versus inkomsten: De vergoeding van Jean-Marc is het afgelopen jaar met meer dan 20% gestegen.


CEO

Jean-Marc Harion (64 yo)

1.5yrs
Tenure
SEK 29,500,000
Compensatie

Mr. Jean-Marc Harion was President of the Management Board and Chief Executive Officer of P4 Sp. z o.o. until November 10, 2024. He serves as Director at Tele2 AB (publ) since May 15, 2024 and as its Presi...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Jean-Marc Harion
CEO, President & Director1.5yrsSEK 29.50m0.0022%
SEK 2.9m
Nicholas Hogberg
EVP, Chief Commercial Officer & Deputy CEO Swedenless than a yearSEK 469.21k0.00022%
SEK 289.0k
Peter Landgren
Head of Financial Reporting & Operations1.3yrsgeen gegevens0.0026%
SEK 3.4m
Ove Wik
Executive VP1.5yrsgeen gegevens0.0017%
SEK 2.2m
Stefan Billing
Head of Investor Relations3.3yrsgeen gegevensgeen gegevens
Dmirty Petrov
Director of Legal Affairs & Corporate Management4.3yrsgeen gegevensgeen gegevens
Johan Gustafsson
Executive Vice President of Corporate Communications & Sustainability3.3yrsgeen gegevens0.0029%
SEK 3.8m
Karin Sjostedt
EVP & Chief People Officer1.3yrsgeen gegevens0.00079%
SEK 1.0m
Dmitriy Lopatukhin
Chief Operations Officer of Tele2no datageen gegevensgeen gegevens
Aleksey Dmitriyev
Chief Technology Officer of Tele2 Russia7.8yrsgeen gegevensgeen gegevens
Tom Craig
Advisor6.7yrsgeen gegevensgeen gegevens
Fredrik Hallstan
Head of External Communicationsno datageen gegevensgeen gegevens
2.4yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TEL2 B wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Jean-Marc Harion
CEO, President & Director2yrsSEK 29.50m0.0022%
SEK 2.9m
Maxime Lombardini
Director1yrSEK 810.00k0.00019%
SEK 249.6k
Mathias Hermansson
Director1yrSEK 939.00k0.00019%
SEK 249.6k
Thomas Reynaud
Chairman of the Board2.3yrsSEK 1.45m0.0037%
SEK 4.9m
Stina Bergfors
Independent Director5.1yrsSEK 745.13k0.00075%
SEK 985.4k
Sam Kini
Independent Director5.1yrsSEK 835.15kgeen gegevens
Aude Durand
Director2yrsSEK 784.12k0.00080%
SEK 1.1m
2.0yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TEL2 B wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 10:16
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

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

Tele2 AB (publ) wordt gevolgd door 32 analisten. 14 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
null nullABG Sundal Collier
Maurice PatrickBarclays
Jonathan DannBarclays