Telstra Group (TLS) Aktievy
Telstra Group Limited tillhandahåller telekommunikationstjänster i Australien och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 4/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 2/6 |
| Utdelningar | 2/6 |
TLS Community Fair Values
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Analyst Price Targets
Telstra Group Limited Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | AU$4.72 |
| 52 veckors högsta | AU$5.58 |
| 52 veckors lägsta | AU$4.67 |
| Beta | 0.13 |
| 1 månads förändring | -3.48% |
| 3 månaders förändring | -10.61% |
| 1 års förändring | -5.79% |
| 3 års förändring | 17.71% |
| 5 års förändring | 23.24% |
| Förändring sedan börsintroduktionen | 27.22% |
Senaste nyheter och uppdateringar
Analysartikel • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...
Uppdatering av berättelse • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Recent updates
Analysartikel • Aug 14
Analysts Are Updating Their Telstra Group Limited (ASX:TLS) Estimates After Its Full-Year Results
Telstra Group Limited ( ASX:TLS ) just released its latest yearly report and things are not looking great. Telstra...Uppdatering av berättelse • Aug 13
TLS: Future Returns Will Rely On Buybacks Margins And Pricing Power
Analysts have trimmed their Telstra Group fair value estimate from A$5.28 to A$5.06, citing adjusted assumptions around discount rates, revenue growth, profit margins and future P/E multiples, alongside neutral coverage initiation that highlights valuation and potential upside to medium term margin targets. What's in the News for Telstra Group Telstra Group announced an A$1 billion share buyback alongside its latest annual results, according to recent news reports.Uppdatering av berättelse • Jun 25
TLS: Future Returns Will Rely On Buybacks Dividends And Pricing Power
Analysts have nudged their fair value estimate for Telstra Group slightly higher to about A$5.28 from A$5.27, reflecting updated assumptions around discount rates, margin potential and longer term valuation that align with a recent Neutral initiation carrying a A$5.50 price target. What’s in the News for Telstra Group Telstra Group reported an 8.1% change in underlying NPAT for the first half of FY2026, alongside higher interim dividends, as part of its Connected Future 30 plan, according to recent earnings coverage.Uppdatering av berättelse • Jun 06
TLS: Future Returns Will Depend On Buybacks Dividends And Sector Risk Repricing
Analysts have trimmed Telstra Group's fair value estimate slightly to A$5.27, reflecting a modestly higher discount rate and updated sector comparisons after recent software stock weakness, while still pointing to steady expectations for revenue growth, profit margins and a future P/E near 28x. Analyst Commentary Recent sector commentary on software and security-focused stocks highlights a mix of optimism about operational execution and caution around valuation for companies exposed to government and federal spending, which investors often compare to Telstra's infrastructure and service profile.Uppdatering av berättelse • May 05
TLS: Future Returns Will Rely On Buybacks Dividends And Risk Repricing
Analysts have trimmed their Telstra Group price targets, citing slightly higher discount rate assumptions and cautious readthrough from recent software sector weakness. Fair value, long term revenue growth, margin and P/E inputs remain broadly unchanged.Uppdatering av berättelse • Apr 20
TLS: Future Returns Will Rely On Buybacks Dividends And Sentiment Resilience
Analysts have made a small adjustment to Telstra Group's price target, reflecting largely unchanged fair value estimates with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, following recent sector wide software volatility rather than company specific drivers. Analyst Commentary Recent Street research on a peer name in the software and security space shows that price target changes can sit alongside relatively steady views on business quality and long term prospects.Uppdatering av berättelse • Apr 03
TLS: Future Returns Will Rely On Buybacks Dividends And Execution Resilience
Analysts have slightly lifted their fair value estimate for Telstra Group, taking the implied price target from about A$5.21 to around A$5.27. This reflects modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in light of recent research commentary on peers facing software sector pressure but still reporting solid results and in-line guidance.Uppdatering av berättelse • Mar 18
TLS: Future Returns Will Rely On Buybacks Dividends And Margin Resilience
Analysts have made only a modest adjustment to Telstra Group's valuation, with the updated A$ fair value per share held at A$5.21. They cite steady profit margin assumptions and a slightly higher discount rate as key drivers behind the refreshed price target outlook.Uppdatering av berättelse • Mar 03
TLS: Future Returns Will Depend On Buybacks Dividends And P/E Support
Analysts have raised their price target on Telstra Group to A$5.21 from A$4.97, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Telstra Group announced an increase in its equity buyback authority by A$250 million on February 19, 2026, bringing the total authorization to A$1.25 billion (Key Developments).Uppdatering av berättelse • Feb 17
TLS: Stable Fair Value Will Rely On Modest Margin And Multiple Support
Analysts have kept their A$4.97 price target for Telstra Group broadly unchanged, noting only slight adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that offset one another in their updated model. Valuation Changes Fair Value: A$4.97 remains unchanged, with no movement in the modelled fair value estimate.Uppdatering av berättelse • Feb 03
TLS: Modest Model Tweaks Will Shape Future Margins And Measured Upside
Analysts have nudged their price target for Telstra Group slightly higher to about A$4.97 from A$4.93, citing modest model updates that reflect small adjustments to discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on a different company in the broader telecom and technology space highlights what bullish and cautious analysts tend to focus on when they revisit models and targets.Uppdatering av berättelse • Jan 19
TLS: Future Margins And Discount Rate Assumptions Will Shape Measured Upside Potential
Analysts have nudged their fair value estimate for Telstra Group slightly lower to A$4.93, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin trends, while keeping future P/E expectations broadly steady. Analyst Commentary Recent Street research on a peer company, Telos, has centered on earnings quality and guidance revisions, which can be useful context when you think about how analysts frame valuation and execution risk for Telstra Group.Analysartikel • Dec 28
Telstra Group Limited (ASX:TLS) Investors Are Less Pessimistic Than Expected
When you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...Uppdatering av berättelse • Dec 20
TLS: Future Margins And Cash Flow Will Support Measured Upside Potential
Analysts have raised their price target on Telstra Group to $9.00 from $7.00, citing stronger than expected revenue and EBITDA performance, as well as improving margin expansion and free cash flow visibility that supports a higher valuation multiple. Analyst Commentary Street research has turned increasingly constructive on Telstra Group, with multiple firms lifting price targets as they recalibrate models to reflect stronger operating trends and improved visibility into medium term cash generation.Uppdatering av berättelse • Dec 06
TLS Margins And Cash Flow Will Shape Measured Upside Outlook
Analysts have nudged their price target on Telstra Group modestly higher to reflect a slightly increased fair value estimate of about $4.94, citing ongoing revenue growth, resilient margins, and expectations for stronger future earnings multiples despite a marginally higher discount rate. Analyst Commentary Bullish analysts view Telstra Group's recent performance and guidance as evidence that the company is entering a more durable growth phase, with improving earnings quality and greater visibility on cash generation.Analysartikel • Dec 01
Do Telstra Group's (ASX:TLS) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysartikel • Sep 22
Investor Optimism Abounds Telstra Group Limited (ASX:TLS) But Growth Is Lacking
Telstra Group Limited's ( ASX:TLS ) price-to-sales (or "P/S") ratio of 2.4x may not look like an appealing investment...
Ny berättelse • Feb 23
Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership
Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity.Aktieägarnas avkastning
| TLS | AU Telecom | AU Marknad | |
|---|---|---|---|
| 7D | -1.9% | -0.2% | -0.6% |
| 1Y | -5.8% | -12.5% | 0.03% |
Avkastning vs industri: TLS översteg Australian Telecom branschen som gav -12.5 % under det senaste året.
Avkastning vs Marknaden: TLS presterade sämre än Australian marknaden som gav 0 % under det senaste året.
Prisvolatilitet
| TLS volatility | |
|---|---|
| TLS Average Weekly Movement | 2.7% |
| Telecom Industry Average Movement | 5.7% |
| Market Average Movement | 9.8% |
| 10% most volatile stocks in AU Market | 16.9% |
| 10% least volatile stocks in AU Market | 3.9% |
Stabil aktiekurs: TLS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Australian.
Volatilitet över tid: TLS s veckovolatilitet ( 3% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1901 | 29,334 | Vicki Brady | www.telstra.com.au |
Telstra Group Limited tillhandahåller telekommunikationstjänster i Australien och internationellt. Företaget bedriver sin verksamhet inom sex segment: Telstra Consumer, Telstra Business, Telstra Enterprise, Telstra International, Networks, Product and Technology samt Telstra InfraCo. Företaget erbjuder telekommunikations- och teknikprodukter samt tjänster till konsumenter och små och medelstora företagskunder med hjälp av mobil- och fastnätsteknik, och driver dessutom callcenter, butiker, ett distributionsnätverk för detaljhandeln, digitala kanaler, distributionssystem samt kundlojalitetsprogrammet Telstra Plus.
Telstra Group Limited Sammanfattning av grunderna
| TLS grundläggande statistik | |
|---|---|
| Börsvärde | AU$52.41b |
| Vinst(TTM) | AU$2.24b |
| Intäkter(TTM) | AU$22.94b |
23.3x
P/E-förhållande2.3x
P/S-förhållandeÄr TLS övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| TLS resultaträkning (TTM) | |
|---|---|
| Intäkter | AU$22.94b |
| Kostnad för intäkter | AU$11.45b |
| Bruttovinst | AU$11.49b |
| Övriga kostnader | AU$9.25b |
| Intäkter | AU$2.24b |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
Feb 18, 2027
| Vinst per aktie (EPS) | 0.20 |
| Bruttomarginal | 50.09% |
| Nettovinstmarginal | 9.77% |
| Skuld/egenkapitalförhållande | 102.9% |
Hur har TLS utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
4.4%
Aktuell utdelningsavkastning106%
UtbetalningskvotGer TLS en tillförlitlig utdelning?
Se TLS utdelningshistorik och jämförelsetal| Telstra Group datum för utdelning | |
|---|---|
| Ex utdelningsdag | Aug 26 2026 |
| Utbetalningsdag för utdelning | Sep 24 2026 |
| Dagar till Ex-utdelning | 1 day |
| Dagar till utdelningsdag | 30 days |
Ger TLS en tillförlitlig utdelning?
Se TLS utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/24 12:35 |
| Aktiekurs vid dagens slut | 2026/08/24 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2026/06/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Telstra Group Limited bevakas av 26 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Eric Choi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |
| Chris Lane | Bernstein |