BCE Förvaltning
Förvaltning kriterier kontrolleras 4/4
BCE VD är Mirko Bibic, utsedd i Jan 2020, har en mandatperiod på 6.67 år. totala årliga ersättningen är CA$ 13.45M, bestående av 10.4% lön 89.6% bonusar, inklusive företagsaktier och optioner. äger direkt 0.021% av företagets aktier, värda CA$ 6.40M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.9 år respektive 6.1 år.
Viktig information
Mirko Bibic
Verkställande direktör
CA$13.5m
Total ersättning
| VD-lön i procent | 10.41% |
| Anställning som VD | 6.7yrs |
| Ägande av VD | 0.02% |
| Ledningens genomsnittliga anställningstid | 2.9yrs |
| Styrelsens genomsnittliga mandatperiod | 6.1yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Sep 03
BCE: Data Center Contracts And AI Infrastructure Will Drive Renewed Equity Interest
Analysts have trimmed their fair value estimate for BCE to CA$42.91 from CA$44.33, reflecting updated assumptions that factor in a lower projected future P/E multiple, along with recent price target revisions and a mix of rating upgrades and modest target cuts across the Street. Analyst Commentary Recent commentary on BCE shows a split between cautious views on sector headwinds and a more constructive tone from bullish analysts who see value at current levels.
Uppdatering av berättelse • Aug 08
BCE: AI And Data Center Pivot Will Balance Dividend And Competition Risks
Analysts trimmed the BCE fair value estimate to CA$32.00 from CA$33.00 as they updated models for slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E, while still recognizing stable profit margins, as highlighted in recent price target changes and research views across the Canadian telecom sector. Analyst Commentary Recent research on BCE shows a mix of opinions, with some firms lifting targets while others trim expectations or flag ongoing sector challenges.Uppdatering av berättelse • Jul 21
BCE: Data Center And AI Expansion Will Offset Dividend And Competition Risks
For BCE, the analyst price framework now points to an updated fair value of CA$33.00, up from CA$31.00. Analysts attribute this to sector-wide target revisions, recalibrated growth and profitability assumptions, and mixed but generally cautious research commentary around wireless competition, Starlink risk, and dividend sustainability.Analysartikel • Jun 20
BCE (TSX:BCE) Stock Could Be 12.7% Undervalued After Its New AI Alliance
BCE (TSX:BCE) is back in focus after Bell Canada announced a new AI infrastructure alliance with Cohere, Hypertec and BUZZ High Performance Computing, centered on Canadian-built hardware and sovereign data centre capacity. See our latest analysis for BCE. Despite the AI alliance headlines, BCE’s share price has been under pressure recently. The stock is down over the past week and quarter, while the 1-year total shareholder return of 15.58% contrasts with weaker multi year results. This...Uppdatering av berättelse • Jun 12
BCE: Price War Risk Will Constrain Returns From New Data Center Projects
Analysts have lifted their average 12 month price target for BCE to about CA$41, up roughly CA$2 from prior levels, citing updated views on revenue growth, capital costs and profitability in light of recent data center project developments and sector research. Analyst Commentary Recent BCE research has included both higher price targets and some cautious views, which together help frame how the market is thinking about the stock's risk and reward trade off.Uppdatering av berättelse • May 29
BCE: Price War Risk Will Define Returns From New Data Center Project
Analysts have inched their average BCE price target higher to about CA$41, pointing to the new 300 MW data center project and updated expectations for revenue growth, margins and P/E as key reasons for the recalibration. Analyst Commentary Recent Street research around BCE has tilted more cautious, even as some firms recalibrate price targets.Analysartikel • May 11
BCE Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
BCE Inc. ( TSE:BCE ) last week reported its latest first-quarter results, which makes it a good time for investors to...Uppdatering av berättelse • May 11
BCE: Data Center Expansion And Price Competition Will Shape Future Risk Balance
Analysts have modestly lifted their average price target on BCE to about CA$41, citing updated models that reflect slightly lower growth expectations, a small adjustment to the discount rate, steady profit margins, and Street research highlighting the potential contribution from BCE's newly announced 300 MW data center project. Analyst Commentary Recent research on BCE shows a mixed backdrop, with some firms lifting price targets around CA$41 while others flag risks around competition and execution.
Uppdatering av berättelse • Apr 19
BCE: AI Data Centres Will Drive Returns Despite Wireless Price War
Analysts have made a modest upward adjustment to the CA$41 Street price target for BCE, highlighting updated views on pricing risk, recent target hikes from several firms, and refined assumptions around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on BCE reflects a mix of optimism around valuation support and growth projects, alongside fresh concerns about competitive pressure in Canadian telecom.Uppdatering av berättelse • Apr 05
BCE: Price War Risks And AI Data Centres Will Shape 2026 Outlook
Analysts made a modest upward adjustment to the BCE fair value estimate to CA$37.53. This reflects slightly higher assumed revenue growth and profit margin expectations, along with a marginally lower future P/E multiple and a small change in the discount rate, following recent price target increases across several firms and ongoing sector price war concerns.Uppdatering av berättelse • Mar 22
BCE: Execution Risks Around Profitability Assumptions Will Drive Future Share Pressure
Analysts have nudged BCE's fair value estimate higher to CA$31.00 from CA$30.00, citing recent target hikes into the CA$39 to CA$41 range, as well as updated assumptions around profitability, discount rate, and future P/E as key supports for the change. Analyst Commentary Recent Street research on BCE has featured a mix of supportive and cautious views, with several price target adjustments clustering in the CA$39 to CA$41 range.Uppdatering av berättelse • Mar 08
BCE: Fair Outlook Balances 2026 Guidance With Tight Range Rating Revisions
Analysts have inched their average price target on BCE higher to CA$40, with small tweaks to discount rate and P/E assumptions. These adjustments reflect updated views on risk and valuation inputs rather than big shifts in the core earnings outlook.Uppdatering av berättelse • Feb 22
BCE: Fair Outlook Weighs 2026 Guidance Against Mixed Rating Revisions
Analysts have nudged their fair value estimate for BCE higher to CA$37.38 from CA$37.01, citing recent price target moves around CA$40 and updated assumptions for revenue growth, margins and future P/E as the main drivers of this change. Analyst Commentary Recent research on BCE reflects a mix of cautious tweaks and more constructive moves on valuation, with price targets broadly clustering around the CA$40 mark.Uppdatering av berättelse • Feb 07
BCE: Fair Outlook Balances Mixed Rating Moves And 2026 Guidance
Analysts have nudged their BCE valuation slightly higher, with the fair value estimate moving to $37.01 from $36.47, as they balance mixed price target moves on the Street with updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Street research on BCE in recent days has been mixed, with some price targets nudged lower and at least one upgrade.Uppdatering av berättelse • Jan 24
BCE: Modest Discount Rate Shift Supports Multiyear Outlook And Post Selloff Opportunity
Analysts have made a modest downward adjustment to their BCE price target to about C$40.75. This reflects slightly higher discount rate assumptions and some pressure on profit margins, even as revenue growth expectations and future P/E estimates remain relatively steady.Uppdatering av berättelse • Jan 10
BCE: Recent Upgrades Highlight Multiyear Outlook And Post Selloff Entry Opportunity
Analysts have lifted their price targets on BCE to a range around C$34 to C$37, a C$2 move at the low end, citing a clearer multiyear outlook, an improved growth and risk profile, and what they view as a more appealing entry point after the recent selloff. Analyst Commentary Bullish analysts see the recent round of target changes and upgrades as a reset in how BCE is being valued, with more confidence in the multiyear plan outlined at the investor day.Analysartikel • Jan 04
Does BCE (TSE:BCE) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Uppdatering av berättelse • Dec 25
BCE: Multi-Year Outlook Will Shape Risk Profile And Share Performance
Our updated narrative on BCE reflects a modest upward revision in the analyst price target to C$34 from C$32, as analysts point to a clearer multi year growth outlook and an improving risk profile, despite a higher assumed discount rate and lower profit margin expectations. Analyst Commentary Recent Street research on BCE highlights a constructive but still measured stance from the sell side.Uppdatering av berättelse • Dec 11
BCE: Share Price Will Rise On Clearer Outlook And Recent Rating Upgrades
Analysts have nudged their average price target for BCE modestly higher to C$34 to C$37 per share, citing improved confidence in the company’s multi year outlook, a better growth and balance sheet trajectory, and expectations for gradual revenue and EBITDA reacceleration from 2026. Analyst Commentary Recent research updates reflect a more constructive stance on BCE, with several firms lifting ratings and targets as they recalibrate models to the company’s longer term guidance and post selloff valuation.Uppdatering av berättelse • Nov 27
BCE: Share Price Will Rise On Improved Outlook And Recent Upgrades
The analyst price target for BCE has increased modestly, with several firms now seeing improved growth prospects and balance sheet strength. This has led to higher targets such as C$37 from C$35, as analysts cite greater confidence in the company's outlook through 2028.Analysartikel • Nov 13
Solid Earnings May Not Tell The Whole Story For BCE (TSE:BCE)
The recent earnings posted by BCE Inc. ( TSE:BCE ) were solid, but the stock didn't move as much as we expected. We...Uppdatering av berättelse • Nov 13
BCE: Share Price Will Benefit From Improved Outlook Through 2028
Analysts have raised their price targets for BCE by approximately C$2 to C$3 per share. This reflects increased confidence in the company's improving growth prospects and balance sheet outlook.Uppdatering av berättelse • Oct 30
Improved Long-Term Outlook And Ongoing Risks Will Shape Performance Through 2028
BCE's analyst price target has modestly increased from C$35.97 to C$36.15 as analysts cite improved confidence in the company's long-term outlook and gradual earnings growth following recent upgrades and an encouraging investor day. Analyst Commentary Recent analyst actions reflect a shift in sentiment toward BCE, as well as a recognition of both the company's improved prospects and remaining challenges.Uppdatering av berättelse • Oct 15
High-speed Fiber Expansion And AI Will Transform North American Connectivity
BCE's analyst price target has increased from C$35.41 to C$35.97 as analysts express greater confidence in the company's growth outlook and balance sheet trajectory, following recent upgrades and positive research commentary. Analyst Commentary Recent analyst activity around BCE has been notably positive, reflecting shifting outlooks following the company's recent investor event and quarterly results.Uppdatering av berättelse • Sep 04
High-speed Fiber Expansion And AI Will Transform North American Connectivity
Analysts modestly raised their price targets for BCE reflecting improved long-term growth prospects and synergies from the Ziply acquisition, but maintained a balanced risk-reward view amid stable fundamentals, resulting in no net change to the consensus price target, which remains at CA$35.41. Analyst Commentary Bullish analysts increased price targets following the completion of the Ziply deal, which is expected to enhance BCE's long-term growth prospects.
Ny berättelse • Nov 10
Expanding Fiber Ventures Boost Future Revenue And Margin Transformation In Media And Wireless
BCE's strategic acquisitions and digital shift drive growth and stabilize earnings by enhancing market presence, technology integration, and media revenue.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | CA$6b |
| Mar 31 2026 | n/a | n/a | CA$6b |
| Dec 31 2025 | CA$13m | CA$1m | CA$6b |
| Sep 30 2025 | n/a | n/a | CA$6b |
| Jun 30 2025 | n/a | n/a | CA$433m |
| Mar 31 2025 | n/a | n/a | CA$391m |
| Dec 31 2024 | CA$13m | CA$1m | CA$163m |
| Sep 30 2024 | n/a | n/a | CA$84m |
| Jun 30 2024 | n/a | n/a | CA$2b |
| Mar 31 2024 | n/a | n/a | CA$2b |
| Dec 31 2023 | CA$13m | CA$1m | CA$2b |
| Sep 30 2023 | n/a | n/a | CA$2b |
| Jun 30 2023 | n/a | n/a | CA$2b |
| Mar 31 2023 | n/a | n/a | CA$3b |
| Dec 31 2022 | CA$14m | CA$1m | CA$3b |
| Sep 30 2022 | n/a | n/a | CA$3b |
| Jun 30 2022 | n/a | n/a | CA$3b |
| Mar 31 2022 | n/a | n/a | CA$3b |
| Dec 31 2021 | CA$11m | CA$1m | CA$3b |
| Sep 30 2021 | n/a | n/a | CA$3b |
| Jun 30 2021 | n/a | n/a | CA$3b |
| Mar 31 2021 | n/a | n/a | CA$2b |
| Dec 31 2020 | CA$9m | CA$1m | CA$2b |
| Sep 30 2020 | n/a | n/a | CA$2b |
| Jun 30 2020 | n/a | n/a | CA$2b |
| Mar 31 2020 | n/a | n/a | CA$3b |
| Dec 31 2019 | CA$5m | CA$750k | CA$3b |
Ersättning vs marknad: Mirko s total kompensation ($USD 9.70M ) är ungefär genomsnittet för företag av liknande storlek på Canadian marknaden ($USD 7.66M ).
Ersättning vs inkomst: Ersättningen från Mirko har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Mirko Bibic (58 yo)
6.7yrs
Anställning
CA$13,452,136
Kompensation
Mr. Mirko Bibic serves as an Independent Director of Royal Bank of Canada since August 01, 2022. He has been President and Chief Executive Officer of BCE Inc. and Bell Canada since January 6, 2020. Mr. Bib...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Director | 6.7yrs | CA$13.45m | 0.021% CA$ 6.4m | |
| Executive VP & CFO | 3yrs | CA$3.61m | 0.0025% CA$ 749.1k | |
| Group President of Business Markets | 3.8yrs | CA$6.13m | 0.0048% CA$ 1.4m | |
| Group President of Consumer & Small Business | 11.4yrs | CA$4.48m | 0.0089% CA$ 2.7m | |
| President of Bell Media | 2.8yrs | CA$4.55m | 0% CA$ 0 | |
| Executive VP & CTO | 1.3yrs | inga uppgifter | inga uppgifter | |
| Executive VP and Chief Information & Customer Experience Officer | 1.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Executive VP and Chief Legal & Regulatory Officer | 5.7yrs | inga uppgifter | 0% CA$ 0 | |
| Senior VP of Sales & Vice Chair of Québec | 2.7yrs | inga uppgifter | 0.00097% CA$ 290.6k | |
| Chief Human Resources Officer & Executive VP of Corporate Services | no data | inga uppgifter | 0.0024% CA$ 719.1k | |
| Senior VP & Chief Brand Officer | less than a year | inga uppgifter | 0.0011% CA$ 344.6k |
2.9yrs
Genomsnittlig anställningstid
58yo
Genomsnittlig ålder
Erfaren ledning: BCE s ledningsgrupp anses vara erfaren ( 2.9 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Director | 6.7yrs | CA$13.45m | 0.021% CA$ 6.4m | |
| Independent Director | 10.4yrs | CA$330.00k | 0.0012% CA$ 362.5k | |
| Director | less than a year | CA$60.97k | inga uppgifter | |
| Independent Chair of the Board | 3.9yrs | CA$265.00k | 0.0097% CA$ 2.9m | |
| Independent Director | 11.8yrs | CA$265.00k | 0.0020% CA$ 596.2k | |
| Independent Director | 9.4yrs | CA$265.00k | 0.00087% CA$ 260.7k | |
| Independent Director | 10.4yrs | CA$330.00k | 0.00021% CA$ 62.9k | |
| Independent Director | 5.4yrs | CA$265.00k | 0.0016% CA$ 494.4k | |
| Independent Director | 6.3yrs | CA$330.00k | 0.0018% CA$ 548.3k | |
| Independent Director | 2.8yrs | CA$265.00k | 0.00054% CA$ 161.8k | |
| Independent Director | 5.4yrs | CA$265.00k | 0.00019% CA$ 56.9k | |
| Independent Director | 5.8yrs | CA$330.00k | 0.00034% CA$ 101.9k |
6.1yrs
Genomsnittlig anställningstid
67.5yo
Genomsnittlig ålder
Erfaren styrelse: BCE s styrelse anses vara erfaren ( 6.1 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/11 12:53 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
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 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
BCE Inc. bevakas av 31 analytiker. 16 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 |
|---|---|
| Amman Saeed | Accountability Research Corporation |
| null null | Argus Research Company |
| David McFadgen | ATB Cormark |