Transcontinental Inc.

TSX:TCL.A Aktierapport

Börsvärde: CA$451.3m

Transcontinental Förvaltning

Förvaltning kriterier kontrolleras 3/4

Transcontinental VD är Sam Bendavid, utsedd i Apr 2026, har en mandatperiod på mindre än ett år. totala årliga ersättningen är CA$ 1.10M, bestående av 35.6% lön 64.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.007% av företagets aktier, värda CA$ 30.78K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.5 år respektive 10.8 år.

Viktig information

Sam Bendavid

Verkställande direktör

CA$1.1m

Total ersättning

VD-lön i procent35.61%
Anställning som VDless than a year
Ägande av VD0.007%
Ledningens genomsnittliga anställningstid1.5yrs
Styrelsens genomsnittliga mandatperiod10.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse May 11

TCL.A: Special Dividend And New CEO Will Shape Future Returns

Analysts have cut their average 12 month price target for Transcontinental by about CA$20, citing revised expectations for the business that are reflected in updated discount rate, revenue and margin assumptions. Analyst Commentary Recent research reports broadly align around lower 12 month price targets for Transcontinental, with cuts clustered around CA$20 to CA$20.75.
Uppdatering av berättelse Apr 21

TCL.A: Special Dividend And New CEO Will Support Future Returns

Analysts have trimmed their average 12 month price target on Transcontinental by CA$0.14 to CA$7.71, citing updated fair value estimates, a slightly higher discount rate, and a modestly lower future P/E assumption. Analyst Commentary Recent Street research has focused on resetting price targets for Transcontinental, with several firms cutting their 12 month views while keeping the discussion anchored on valuation assumptions and execution risks.
Uppdatering av berättelse Apr 06

TCL.A: Special Dividend Will Support Higher Future Returns Despite Lower P E Expectations

Analysts have cut their 12 month price target for Transcontinental from about CA$27.50 to roughly CA$7.85. They point to higher required returns, a lower assumed future P/E multiple and only modest improvements in profitability as key drivers of the reset.
Uppdatering av berättelse Mar 23

TCL.A: Special Dividend And Leadership Transition Will Support Future Capital Returns

Analysts now set their price target for Transcontinental at about CA$27.50, a small adjustment from roughly CA$27.67. This reflects updated views on revenue pressure, margin expectations and future P/E assumptions.
Uppdatering av berättelse Mar 08

TCL.A: Printing Contract Renewal And Sector Sale Will Support Future Capital Returns

Analysts have trimmed their CA$ price target on Transcontinental, pointing to slightly softer revenue growth and profit margin assumptions, along with a marginally higher forward P/E outlook to justify the updated valuation. What's in the News Transcontinental has called a special shareholders meeting on February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of entities that operate the Packaging Sector to ProAmpac Holdings Inc., under a stock purchase agreement dated December 7, 2025 (management proxy circular Schedule A).
Uppdatering av berättelse Feb 22

TCL.A: Long-Term Printing Contracts Will Support Future Capital Returns

Analysts have nudged their average price target for Transcontinental slightly higher to CA$27.67. This reflects updated assumptions around discount rates, revenue trends, profit margins and forward P/E that remain broadly in line with prior estimates.
Uppdatering av berättelse Feb 06

TCL.A: Long-Term Printing Contracts Will Support Future Capital Return Changes

Analysts have nudged their price target for Transcontinental slightly higher to about CA$27.67 from roughly CA$27.14, citing updated fair value estimates and modest adjustments to the discount rate and future P/E assumptions. What's in the News Transcontinental has called a special meeting of shareholders for February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of the entities that operate the Packaging Sector under a stock purchase agreement with ProAmpac Holdings Inc.
Uppdatering av berättelse Jan 22

TCL.A: Long-Term Printing Contracts Will Support Future Acquisition Opportunities

Analysts have slightly lowered their price target on Transcontinental to account for minor revisions to the discount rate, revenue growth expectations and profit margin assumptions, while keeping fair value steady at about $27.14 and the implied future P/E close to 41x. What's in the News Transcontinental extended its agreement with METRO for three years to provide multiple marketing services, including continued participation in the raddar print and digital flyer in Quebec and other potential Canadian markets, along with printing, in store marketing and content solutions (company client announcement).
Uppdatering av berättelse Jan 08

TCL.A: Long-Term Printing Deals Will Support Future M&A Upside

Analysts have slightly adjusted their price expectations for Transcontinental. The updated target is now aligned to a fair value of about $27.14 per share, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions, without a change to the core valuation view.
Uppdatering av berättelse Dec 24

TCL.A: Future Printing Agreements Will Drive M&A And Shareholder Upside

Analysts have modestly raised their price target on Transcontinental to approximately $27.14 from about $26.86 per share, citing a higher long term valuation multiple despite weaker near term revenue growth expectations and a slightly softer profit margin outlook. What's in the News TC Transcontinental and The Globe and Mail renewed their long standing partnership with a new 10 year printing agreement, extending a 40 year relationship that is the longest in Canadian newspaper printing history (company announcement).
Analysartikel Dec 16

Transcontinental (TSE:TCL.A) Will Pay A Dividend Of CA$0.225

Transcontinental Inc. ( TSE:TCL.A ) will pay a dividend of CA$0.225 on the 20th of January. The dividend yield will be...
Uppdatering av berättelse Dec 10

TCL.A: Future M&A Expansion Will Drive Shareholder Value Upside

Analysts have raised their price target for Transcontinental from approximately $24.46 to $26.86 per share. This reflects slightly higher discount rate and future P/E assumptions, despite tempered expectations for revenue growth and profit margins.
Analysartikel Nov 28

The Returns At Transcontinental (TSE:TCL.A) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Analysartikel Jul 31

Do Transcontinental's (TSE:TCL.A) 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 May 01

Transcontinental (TSE:TCL.A) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Apr 04

Here's Why We Think Transcontinental (TSE:TCL.A) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysartikel Mar 14

Transcontinental Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Shareholders of Transcontinental Inc. ( TSE:TCL.A ) will be pleased this week, given that the stock price is up 11% to...
Analysartikel Feb 12

Many Still Looking Away From Transcontinental Inc. (TSE:TCL.A)

With a price-to-earnings (or "P/E") ratio of 12.1x Transcontinental Inc. ( TSE:TCL.A ) may be sending bullish signals...
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Ny berättelse Jan 27

Cost Optimization And Sustainable Packaging Will Drive Future Success

Focus on cost structure improvement and strategic divestments enhances profitability and streamlines operations toward higher-margin growth opportunities.
Analysartikel Jan 11

Is Now An Opportune Moment To Examine Transcontinental Inc. (TSE:TCL.A)?

While Transcontinental Inc. ( TSE:TCL.A ) might not have the largest market cap around , it received a lot of attention...
Analysartikel Dec 15

Transcontinental (TSE:TCL.A) Is Due To Pay A Dividend Of CA$0.225

The board of Transcontinental Inc. ( TSE:TCL.A ) has announced that it will pay a dividend on the 20th of January, with...
Analysartikel Oct 01

Here's Why Transcontinental (TSE:TCL.A) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Jun 13

There May Be Reason For Hope In Transcontinental's (TSE:TCL.A) Disappointing Earnings

Transcontinental Inc.'s ( TSE:TCL.A ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Analysartikel Jun 07

Some Shareholders Feeling Restless Over Transcontinental Inc.'s (TSE:TCL.A) P/E Ratio

With a median price-to-earnings (or "P/E") ratio of close to 14x in Canada, you could be forgiven for feeling...
Analysartikel Nov 18

At CA$11.10, Is Transcontinental Inc. (TSE:TCL.A) Worth Looking At Closely?

Transcontinental Inc. ( TSE:TCL.A ), might not be a large cap stock, but it received a lot of attention from a...

Analys av ersättningar till VD

Hur har Sam Bendavid:s ersättning förändrats jämfört med Transcontinental:s resultat?
DatumTotal ersättningLönFöretagets resultat
Jan 25 2026n/an/a

CA$166m

Oct 26 2025CA$1mCA$392k

CA$171m

Jul 27 2025n/an/a

CA$125m

Apr 27 2025n/an/a

CA$130m

Jan 26 2025n/an/a

CA$112m

Oct 27 2024CA$1mCA$358k

CA$121m

Jul 28 2024n/an/a

CA$115m

Apr 28 2024n/an/a

CA$92m

Jan 28 2024n/an/a

CA$99m

Oct 29 2023CA$665kCA$296k

CA$86m

Jul 30 2023n/an/a

CA$105m

Apr 30 2023n/an/a

CA$118m

Jan 29 2023n/an/a

CA$124m

Oct 30 2022CA$511kCA$261k

CA$141m

Ersättning vs marknad: Sam s total kompensation ($USD 799.07K ) är ungefär genomsnittet för företag av liknande storlek på Canadian marknaden ($USD 895.18K ).

Ersättning vs inkomst: Ersättningen från Sam har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Sam Bendavid (45 yo)

less than a year
Anställning
CA$1,101,059
Kompensation

Mr. Sam Bendavid served as Chief Corporate Development and Procurement Officer at Transcontinental Inc. since July 2023 until April 06, 2026 and is its Chief Executive Officer from April 06, 2026. In this...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Isabelle Marcoux
Executive Chair of the Board21.2yrsCA$3.58m0.0060%
CA$ 27.0k
Sam Bendavid
Chief Executive Officerless than a yearCA$1.10m0.0068%
CA$ 30.8k
Donald LeCavalier
Executive VP & CFO7.7yrsCA$2.49m0.023%
CA$ 101.7k
Patrick Brayley
Chief Operating Officerless than a yearCA$1.05m0.0092%
CA$ 41.6k
Yan Lapointe
Senior Director of Investor Relations & Treasuryno datainga uppgifteringa uppgifter
Viktorya Aksoy
Vice President of Legal Affairs & Corporate Secretaryless than a yearinga uppgifter0.00047%
CA$ 2.1k
Francois Taschereau
Vice President of Corporate Communications & Public Affairs6.3yrsinga uppgifteringa uppgifter
Elise Dunberry-Gibeau
Vice President of Human Resourcesless than a yearinga uppgifteringa uppgifter
Norrie Meth
Senior Vice President of Retail Group Transcontinental Printing - Marketing Productsno datainga uppgifteringa uppgifter
Jacques Grégoire
Chief Development Officer of Printing & Mediano dataCA$729.25kinga uppgifter
Sylvain Levert
Senior Vice President of Recycling Group6.3yrsinga uppgifteringa uppgifter
Pierre Deslongchamps
Senior Vice President of Québec & Atlantic - Printingno datainga uppgifteringa uppgifter
1.5yrs
Genomsnittlig anställningstid
45yo
Genomsnittlig ålder

Erfaren ledning: TCL.A s ledningsgrupp anses inte vara erfaren ( 1.5 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Isabelle Marcoux
Executive Chair of the Board21.2yrsCA$3.58m0.0060%
CA$ 27.0k
Mario Plourde
Independent Director11.2yrsCA$328.21k0.012%
CA$ 53.4k
Nelson Gentiletti
Independent Director5yrsCA$236.46k0.0096%
CA$ 43.2k
Serge Boulanger
Independent Director1.7yrsCA$183.12k0.036%
CA$ 161.9k
Pierre Marcoux
Non-Independent Director21.2yrsCA$150.00k0.0072%
CA$ 32.4k
Jacynthe Cote
Independent Lead Director10.2yrsCA$339.86k0.021%
CA$ 93.4k
Anna Martini
Independent Director15.2yrsCA$417.84k0.0045%
CA$ 20.2k
Annie Thabet
Independent Director10.5yrsCA$263.45k0.017%
CA$ 77.1k
Nathalie Marcoux
Non-Independent Director15.2yrsCA$220.03kinga uppgifter
Jean Raymond
Independent Director9.2yrsCA$293.26k0.012%
CA$ 54.0k
10.8yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder

Erfaren styrelse: TCL.A s styrelse är rutinerade och erfaren ( 10.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 10:06
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/01/25
Årlig intjäning2025/10/26

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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

Transcontinental Inc. bevakas av 12 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
David McFadgenATB Cormark
David McFadgenATB Cormark Historical (Cormark Securities)
Stephen MacLeodBMO Capital Markets Equity Research