PLDT Inc.

PSE:TEL Stock Report

Market Cap: ₱270.1b

PLDT Management

Management criteria checks 3/4

PLDT's CEO is Manny Pangilinan, appointed in Jan 2024, has a tenure of 2.33 years. directly owns 0.17% of the company’s shares, worth ₱466.90M. The average tenure of the management team and the board of directors is 2.7 years and 13.8 years respectively.

Key information

Manny Pangilinan

Chief executive officer

₱5.9m

Total compensation

CEO salary percentagen/a
CEO tenure2.3yrs
CEO ownership0.2%
Management average tenure2.7yrs
Board average tenure13.8yrs

Recent management updates

Recent updates

TEL: Dividend Payouts And Governance Moves Will Shape Balanced Future Upside

Analysts have nudged their PLDT fair value estimate slightly higher to about ₱1,253, reflecting small adjustments to revenue growth, profit margin and forward P/E assumptions in their refreshed price target. What's in the News At its board meeting on February 26, 2026, the company approved a regular cash dividend of ₱46.00 per common share.

TEL: Future Cash Dividends Will Support Stronger Earnings Outlook

Analysts have maintained their ₱2,000 price target for PLDT, noting that higher assumed revenue growth and a lower profit margin outlook are balanced by a slightly higher future P/E multiple. What's in the News The Board of Directors will meet on February 26, 2026 to consider and approve a cash dividend declaration on PLDT common stock, the audited consolidated financial statements for the year ended December 31, 2025, and the appointment of Juancho Paolo L.

TEL: Future Dividends And Governance Changes Will Keep Upside In Check

Analysts have lifted their price target for PLDT from ₱1,226 to about ₱1,251, reflecting updated forecasts that point to higher revenue, a stronger profit margin and a lower assumed future P/E multiple. What's in the News The board approved a regular cash dividend of ₱46.00 per common share, with payment scheduled for April 16, 2026, to shareholders on record as of March 26, 2026 (company board disclosure).

TEL: Higher Margins And Dividends Will Support Stronger Future Earnings

Analysts have kept their ₱2,000 price target for PLDT unchanged, citing slightly lower assumed discount rates, more conservative revenue growth expectations, and somewhat higher forecast profit margins and future P/E as the main factors supporting their stable view. What's in the News The Board of Directors declared a regular cash dividend of ₱46.00 per common share, payable on April 16, 2026 to holders of record as of March 26, 2026 (Board meeting held on February 26, 2026).

TEL: Steady Fair Value And Board Moves Will Restrain Future Upside

Analysts have kept their ₱1,226.39 price target for PLDT broadly steady, with small tweaks to revenue growth, profit margin and future P/E assumptions that reflect modestly updated views on the company’s earnings profile and valuation. What's in the News A board meeting is scheduled for Feb 26, 2026 to consider a cash dividend declaration on PLDT common stock, approval of audited consolidated financial statements for the year ended Dec 31, 2025, and the appointment of Juancho Paolo L.

TEL: Weaker Margins And Management Uncertainty Will Pressure Future Returns

Analysts have made a marginal trim to their PLDT fair value estimate to about ₱1,226, reflecting updated views on discount rates, revenue growth assumptions and future P/E, while keeping the overall price target effectively unchanged. What's in the News PLDT has scheduled a board meeting on December 2, 2025 to consider the appointment of officers and the extension of employment of an officer, which could affect senior management continuity and governance.

TEL: Fair Outlook Will Balance Lower Margins With Board Governance Decisions

Analysts have nudged their price target for PLDT higher from ₱1,200.00 to about ₱1,226.62, citing updated assumptions that include a lower discount rate, slightly different revenue growth and profit margin inputs, and a revised future P/E of roughly 10.38x. What's in the News Board meeting scheduled for November 11, 2025, to consider the unaudited consolidated financial results for the nine months ended September 30, 2025 (Key Developments).

TEL: Improved Operating Leverage Will Drive Stronger Earnings And Share Price

Analysts have modestly raised their price target on PLDT by refining assumptions on long term revenue growth and profit margins, while keeping fair value anchored at PHP 2,000.00, as they see slightly better operating leverage and earnings visibility. What's in the News Board meeting scheduled for December 2, 2025, to consider the appointment of officers and the extension of employment of an officer (company filing) Board meeting set for November 11, 2025, to review unaudited consolidated financial results for the nine months ended September 30, 2025 (company filing) Valuation Changes Fair Value: Unchanged at ₱2,000.00 per share, indicating no revision to the target price despite updated assumptions.

TEL: Lower Risk Profile And Margins Will Drive Stronger Future Performance

Analysts have trimmed their price target for PLDT from PHP 2,070 to PHP 2,000. This reflects a balanced view that slightly stronger revenue growth and improved profit margins are partly offset by a lower future price-to-earnings multiple and adjusted discount rate assumptions.

Philippines Digital Expansion And 5G Adoption Will Unlock Value

The marginal decline in PLDT's consensus revenue growth forecast has weighed on sentiment, resulting in a slight reduction of the analyst price target from ₱1689 to ₱1664. What's in the News PLDT plans to reduce its capital expenditures, targeting a capex intensity of around 30%-32% of service revenues, with 2026 capex guided to the PHP 50–60 billion range and potential for further reductions depending on market conditions.
User avatar

Data Center Expansion And FinTech Ventures To Boost Revenue Growth And Enhance Net Margins

Strategic investments in mobile data, fiber, and data centers are expected to drive revenue growth and capture enterprise market opportunities.

CEO

Manny Pangilinan (79 yo)

2.3yrs
Tenure
₱5,875,000
Compensation

Mr. Manuel Velez Pangilinan, also known as Manny, serves as Director since December 22, 2023 at Axelum Resources Corp. He has been Chairman of SP New Energy Corporation since 2023. He had been President an...


Leadership Team

NamePositionTenureCompensationOwnership
Manuel Pangilinan
President2.3yrs₱5.88m0.17%
₱ 466.9m
Marilyn Victorio-Aquino
Senior VP4.3yrs₱3.75m0.013%
₱ 34.2m
Danny Yu
Senior VP3yrsno datano data
Menardo Jimenez
Executive VP1.7yrsno data0.0037%
₱ 10.0m
Patrick Santos
First VP & Chief Information Security Officerno datano datano data
Marseille Nograles
Vice President & Investor Relations Head1.5yrsno datano data
Joan De Venecia-Fabul
First VP & Chief Legal Counsel1.3yrsno data0.00011%
₱ 297.1k
Gina Marina Ordonez
Senior VP & Chief People Officer7.2yrsno data0.0024%
₱ 6.4m
Victorico P. Vargas
Head of Business Transformation Office & Leadership Transition Officer26.3yrsno data0.0083%
₱ 22.4m
Maria Criselda Guhit
First Vice Presidentno datano data0.0013%
₱ 3.4m
Melissa V. de Dios
First VP & Chief Sustainability Officer4.5yrsno data0.0019%
₱ 5.0m
Marco Alejandro Borlongan
First Vice Presidentless than a yearno data0.0014%
₱ 3.8m
2.7yrs
Average Tenure
62.5yo
Average Age

Experienced Management: TEL's management team is considered experienced (2.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Manuel Pangilinan
President27.5yrs₱5.88m0.17%
₱ 466.9m
Marilyn Victorio-Aquino
Senior VP3yrs₱3.75m0.013%
₱ 34.2m
Menardo Jimenez
Executive VPless than a yearno data0.0037%
₱ 10.0m
Alfredo Panlilio
Director4.9yrs₱3.25m0.0014%
₱ 3.8m
Ray Espinosa
Non-Executive Director27.5yrs₱5.38m0.021%
₱ 55.9m
Helen Dee
Non-Executive Director39.9yrs₱2.50m0.025%
₱ 67.2m
Christopher Huxley Young
Member of Advisory Committee18.9yrsno datano data
Benny Santoso
Member of Advisory Committee18.9yrsno datano data
James Gokongwei
Non-Executive Director14.5yrs₱6.88m0.45%
₱ 1.2b
Artemio Panganiban
Lead Independent Director13.1yrs₱5.75m0.0036%
₱ 9.7m
Bernido Liu
Independent Director10.7yrs₱6.13m0%
₱ 0
Bernadine Siy
Independent Director4.9yrs₱5.75m0.00069%
₱ 1.9m
13.8yrs
Average Tenure
68.5yo
Average Age

Experienced Board: TEL's board of directors are seasoned and experienced ( 13.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 19:32
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

PLDT Inc. is covered by 22 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Emeterio GonzalesBofA Global Research
Eunice DolatreCGS International
Bertram LaiCGS International