ATCO Ltd.

TSX:ACO.X Stock Report

Market Cap: CA$5.4b

ATCO Management

Management criteria checks 3/4

ATCO's CEO is Nancy Southern, appointed in Jan 2000, has a tenure of 24.83 years. total yearly compensation is CA$7.11M, comprised of 14.1% salary and 85.9% bonuses, including company stock and options. directly owns 0.64% of the company’s shares, worth CA$34.02M. The average tenure of the management team and the board of directors is 4 years and 10.5 years respectively.

Key information

Nancy Southern

Chief executive officer

CA$7.1m

Total compensation

CEO salary percentage14.1%
CEO tenure24.8yrs
CEO ownership0.6%
Management average tenure4yrs
Board average tenure10.5yrs

Recent management updates

Recent updates

Is ATCO (TSE:ACO.X) Using Too Much Debt?

Nov 02
Is ATCO (TSE:ACO.X) Using Too Much Debt?

Is There An Opportunity With ATCO Ltd.'s (TSE:ACO.X) 24% Undervaluation?

Sep 14
Is There An Opportunity With ATCO Ltd.'s (TSE:ACO.X) 24% Undervaluation?

ATCO (TSE:ACO.X) Use Of Debt Could Be Considered Risky

Jul 23
ATCO (TSE:ACO.X) Use Of Debt Could Be Considered Risky

Here's What To Make Of ATCO's (TSE:ACO.X) Decelerating Rates Of Return

Jul 05
Here's What To Make Of ATCO's (TSE:ACO.X) Decelerating Rates Of Return

ATCO Ltd. (TSE:ACO.X) Shares Could Be 27% Below Their Intrinsic Value Estimate

Jun 13
ATCO Ltd. (TSE:ACO.X) Shares Could Be 27% Below Their Intrinsic Value Estimate

ATCO (TSE:ACO.X) Seems To Be Using A Lot Of Debt

Apr 16
ATCO (TSE:ACO.X) Seems To Be Using A Lot Of Debt

ATCO Ltd.'s (TSE:ACO.X) Intrinsic Value Is Potentially 44% Above Its Share Price

Mar 15
ATCO Ltd.'s (TSE:ACO.X) Intrinsic Value Is Potentially 44% Above Its Share Price

ATCO (TSE:ACO.X) Is Increasing Its Dividend To CA$0.4898

Feb 09
ATCO (TSE:ACO.X) Is Increasing Its Dividend To CA$0.4898

ATCO (TSE:ACO.X) Will Pay A Larger Dividend Than Last Year At CA$0.4898

Jan 19
ATCO (TSE:ACO.X) Will Pay A Larger Dividend Than Last Year At CA$0.4898

Here's Why We Think ATCO (TSE:ACO.X) Might Deserve Your Attention Today

Jan 02
Here's Why We Think ATCO (TSE:ACO.X) Might Deserve Your Attention Today

Return Trends At ATCO (TSE:ACO.X) Aren't Appealing

Dec 01
Return Trends At ATCO (TSE:ACO.X) Aren't Appealing

Does ATCO (TSE:ACO.X) Have A Healthy Balance Sheet?

Oct 23
Does ATCO (TSE:ACO.X) Have A Healthy Balance Sheet?

Here's What To Make Of ATCO's (TSE:ACO.X) Decelerating Rates Of Return

Aug 29
Here's What To Make Of ATCO's (TSE:ACO.X) Decelerating Rates Of Return

Here's Why ATCO (TSE:ACO.X) Has A Meaningful Debt Burden

Jul 17
Here's Why ATCO (TSE:ACO.X) Has A Meaningful Debt Burden

A Look At The Intrinsic Value Of ATCO Ltd. (TSE:ACO.X)

Jun 10
A Look At The Intrinsic Value Of ATCO Ltd. (TSE:ACO.X)

ATCO (TSE:ACO.X) Is Increasing Its Dividend To CA$0.4756

May 07
ATCO (TSE:ACO.X) Is Increasing Its Dividend To CA$0.4756

ATCO (TSE:ACO.X) Has Announced That It Will Be Increasing Its Dividend To CA$0.4756

Apr 18
ATCO (TSE:ACO.X) Has Announced That It Will Be Increasing Its Dividend To CA$0.4756

Returns On Capital At ATCO (TSE:ACO.X) Have Stalled

Mar 30
Returns On Capital At ATCO (TSE:ACO.X) Have Stalled

ATCO (TSE:ACO.X) Is Increasing Its Dividend To CA$0.4756

Feb 07
ATCO (TSE:ACO.X) Is Increasing Its Dividend To CA$0.4756

ATCO (TSE:ACO.X) Has Announced That It Will Be Increasing Its Dividend To CA$0.4756

Jan 20
ATCO (TSE:ACO.X) Has Announced That It Will Be Increasing Its Dividend To CA$0.4756

Are Investors Undervaluing ATCO Ltd. (TSE:ACO.X) By 24%?

Nov 10
Are Investors Undervaluing ATCO Ltd. (TSE:ACO.X) By 24%?

ATCO (TSE:ACO.X) Takes On Some Risk With Its Use Of Debt

Oct 26
ATCO (TSE:ACO.X) Takes On Some Risk With Its Use Of Debt

Here's What To Make Of ATCO's (TSE:ACO.X) Decelerating Rates Of Return

Sep 29
Here's What To Make Of ATCO's (TSE:ACO.X) Decelerating Rates Of Return

An Intrinsic Calculation For ATCO Ltd. (TSE:ACO.X) Suggests It's 43% Undervalued

Aug 06
An Intrinsic Calculation For ATCO Ltd. (TSE:ACO.X) Suggests It's 43% Undervalued

Does ATCO (TSE:ACO.X) Have A Healthy Balance Sheet?

Jul 22
Does ATCO (TSE:ACO.X) Have A Healthy Balance Sheet?

ATCO (TSE:ACO.X) May Have Issues Allocating Its Capital

Jun 30
ATCO (TSE:ACO.X) May Have Issues Allocating Its Capital

Here's Why ATCO (TSE:ACO.X) Is Weighed Down By Its Debt Load

Apr 21
Here's Why ATCO (TSE:ACO.X) Is Weighed Down By Its Debt Load

These Return Metrics Don't Make ATCO (TSE:ACO.X) Look Too Strong

Mar 30
These Return Metrics Don't Make ATCO (TSE:ACO.X) Look Too Strong

ATCO's (TSE:ACO.X) Upcoming Dividend Will Be Larger Than Last Year's

Feb 04
ATCO's (TSE:ACO.X) Upcoming Dividend Will Be Larger Than Last Year's

ATCO (TSE:ACO.X) Has Announced That It Will Be Increasing Its Dividend To CA$0.46

Jan 21
ATCO (TSE:ACO.X) Has Announced That It Will Be Increasing Its Dividend To CA$0.46

CEO Compensation Analysis

How has Nancy Southern's remuneration changed compared to ATCO's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024n/an/a

CA$385m

Mar 31 2024n/an/a

CA$412m

Dec 31 2023CA$7mCA$1m

CA$432m

Sep 30 2023n/an/a

CA$418m

Jun 30 2023n/an/a

CA$398m

Mar 31 2023n/an/a

CA$409m

Dec 31 2022CA$8mCA$1m

CA$370m

Sep 30 2022n/an/a

CA$388m

Jun 30 2022n/an/a

CA$369m

Mar 31 2022n/an/a

CA$291m

Dec 31 2021CA$5mCA$1m

CA$246m

Sep 30 2021n/an/a

CA$213m

Jun 30 2021n/an/a

CA$215m

Mar 31 2021n/an/a

CA$248m

Dec 31 2020CA$6mCA$708k

CA$252m

Sep 30 2020n/an/a

CA$269m

Jun 30 2020n/an/a

CA$375m

Mar 31 2020n/an/a

CA$488m

Dec 31 2019CA$2mCA$1m

CA$513m

Sep 30 2019n/an/a

CA$565m

Jun 30 2019n/an/a

CA$520m

Mar 31 2019n/an/a

CA$350m

Dec 31 2018CA$5mCA$1m

CA$328m

Sep 30 2018n/an/a

CA$225m

Jun 30 2018n/an/a

CA$155m

Mar 31 2018n/an/a

CA$209m

Dec 31 2017CA$6mCA$1m

CA$219m

Compensation vs Market: Nancy's total compensation ($USD5.09M) is above average for companies of similar size in the Canadian market ($USD3.20M).

Compensation vs Earnings: Nancy's compensation has been consistent with company performance over the past year.

CEO

Nancy Southern (67 yo)

24.8yrs

Tenure

CA$7,113,027

Compensation

Ms. Nancy C. Southern has been Executive Chairman at Canadian Utilities Limited and serves as its Chief Executive Officer. She serves as Chief Executive Officer of ATCO Ltd. since January 2000.Ms. Souther...

Leadership Team

NamePositionTenureCompensationOwnership
Nancy Southern
Chair & CEO24.8yrsCA$7.11m0.64%
CA$ 34.0m
Katherine-Jane Patrick
Executive VP and Chief Financial & Investment Officer3.1yrsCA$1.49m0.0013%
CA$ 71.2k
Robert Myles
Chief Operating Officer of ATCO EnPower1.8yrsCA$1.84m0.0029%
CA$ 155.3k
Wayne Stensby
Chief Operating Officer of ATCO Energy Systems4.8yrsCA$2.62m0.027%
CA$ 1.4m
Adam Beattie
President of Structures - ATCO Structures & Logistics Ltd.no dataCA$1.75m0.0033%
CA$ 175.6k
Myles Dougan
Director of Investor Relationsno datano datano data
Kyle Brunner
Senior VP2yrsno data0.0020%
CA$ 107.6k
Kurt Kadatz
Senior Manager of Corporate Communicationsno datano datano data
Lisa Cooke
Senior VP & Chief Marketing Officer2.2yrsno data0.00020%
CA$ 10.7k
James Landon
President of Frontecno datano data0.0020%
CA$ 108.7k
M. Constantinescu
Executive VP & Chief Transformation Officer6.8yrsno data0.0055%
CA$ 293.4k
Marshall Wilmot
President of ATCO Retail5.8yrsno data0.0070%
CA$ 375.8k

4.0yrs

Average Tenure

58yo

Average Age

Experienced Management: ACO.X's management team is considered experienced (4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Nancy Southern
Chair & CEO35.8yrsCA$7.11m0.64%
CA$ 34.0m
John Ivulich
CEO & Country Chair of ATCO Australia1.1yrsno data0.0015%
CA$ 79.2k
Roger Urwin
Independent Director10.5yrsCA$891.69k0.013%
CA$ 679.4k
Robert Routs
Lead Independent Director12.5yrsCA$592.84k0.024%
CA$ 1.3m
Robert Booth
Director16.8yrsCA$248.50k0.025%
CA$ 1.3m
Susan Werth
Independent Director10.3yrsCA$260.50k0.019%
CA$ 1.0m
Linda Southern-Heathcott
Vice Chairman of the Board12.5yrsCA$452.73k0.26%
CA$ 13.7m
Norman Steinberg
Independent Director3.2yrsCA$245.82k0.0094%
CA$ 505.4k
Jason Kenney
Independent Director1.5yrsCA$145.06k0.00079%
CA$ 42.3k

10.5yrs

Average Tenure

69yo

Average Age

Experienced Board: ACO.X's board of directors are seasoned and experienced ( 10.5 years average tenure).