ATCO Ltd.

TSX:ACO.X Aktierapport

Börsvärde: CA$7.8b

ATCO Förvaltning

Förvaltning kriterier kontrolleras 3/4

ATCO VD är Nancy Southern, utsedd i Jan 2000, har en mandatperiod på 26.33 år. totala årliga ersättningen är CA$ 9.00M, bestående av 11.1% lön 88.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.44% av företagets aktier, värda CA$ 34.79M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.1 år respektive 3.8 år.

Viktig information

Nancy Southern

Verkställande direktör

CA$9.0m

Total ersättning

VD-lön i procent11.11%
Anställning som VD26.3yrs
Ägande av VD0.4%
Ledningens genomsnittliga anställningstid4.1yrs
Styrelsens genomsnittliga mandatperiod3.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse May 01

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns As Sentiment Improves

The analyst fair value estimate for ATCO has moved from CA$67.43 to CA$68.86. This change reflects a series of recent Street price target increases in the CA$66 to CA$72 range that analysts attribute to updated assumptions on future P/E, as well as stable profit margin and revenue growth inputs.
Uppdatering av berättelse Apr 16

ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns At Current Pricing

Analysts have lifted the consolidated ATCO price target to CA$67, a move influenced by a series of Street updates that now cluster between CA$66 and CA$72 and reflect reassessments of the company based on recent research views rather than changes to the underlying model inputs. Analyst Commentary Recent Street commentary around ATCO centers on a tighter band of price targets between CA$66 and CA$72, with most firms reiterating neutral to moderately positive ratings.
Uppdatering av berättelse Mar 31

ACO.X: Regulated Utilities And Payout Policy Will Support Steady Returns And Buybacks

Analysts have lifted the consensus price target for ATCO to CA$67, from a previous range of CA$57 to CA$72 in recent reports, citing updated views on the company that support a CA$67 fair value in the current model. Analyst Commentary Recent research updates point to a tighter cluster of fair value estimates around CA$67, with several firms adjusting their price targets into a CA$66 to CA$72 range.
Uppdatering av berättelse Mar 17

ACO.X: Regulated Utilities And Dividend Policy Will Support Steady Returns And Buybacks

Analyst price targets for ATCO have moved higher to CA$67 from CA$65.43, reflecting a cluster of recent target increases from TD Securities, Scotiabank, RBC Capital, BMO Capital and CIBC, with analysts linking their updates to revised fair value estimates and slightly adjusted discount rate and forward P/E assumptions. Analyst Commentary Recent research updates on ATCO cluster around higher fair value estimates and modestly revised valuation inputs, with new price targets ranging from CA$66 to CA$72.
Uppdatering av berättelse Mar 03

ACO.X: Regulated Utilities And Dividend Policy Will Likely Support Steady Total Return

The analyst price target for ATCO has moved up from CA$60.43 to CA$65.43, with analysts pointing to updated assumptions around revenue growth, profit margins, and a lower future P/E as key drivers of their refreshed view. Analyst Commentary Recent Street research has clustered around higher fair value estimates for ATCO, with targets ranging from CA$66 to CA$72.
Analysartikel Feb 07

ATCO's (TSE:ACO.X) Shareholders Will Receive A Bigger Dividend Than Last Year

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its dividend from last year's comparable payment on...
Uppdatering av berättelse Jan 27

ACO.X: Regulated Utilities And Dividend Increases Will Likely Support Neutral Return Profile

The analyst price target for ATCO has inched up from C$60.29 to C$60.43 as analysts factor in slightly higher modeled revenue growth and a marginally lower discount rate, consistent with recent price target increases across several firms that maintain more neutral ratings on the shares. Analyst Commentary Recent Street research on ATCO clusters around moderate price target increases, with ratings that remain broadly neutral.
Analysartikel Jan 13

ATCO's (TSE:ACO.X) Dividend Will Be Increased To CA$0.5196

ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its periodic dividend on the 31st of March to...
Uppdatering av berättelse Jan 12

ACO.X: Regulated Utilities And Dividend Increases Will Likely Offset Power Headwinds

Analysts have nudged their 12 month price targets on ATCO higher, to a range of C$51 to C$64, citing expectations for solid regulated utility performance in upcoming Q3 results, softer power generation trends, and a preference for maintaining some regulated exposure as markets and credit spreads remain volatile. Analyst Commentary Recent research points to a more constructive tone around ATCO, with several price targets now clustered in the C$51 to C$64 range.
Analysartikel Jan 04

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Uppdatering av berättelse Dec 25

ACO.X: Regulated Utilities Will Likely Support Modest Upside Despite Power Segment Headwinds

ATCO's analyst price target has edged higher by roughly C$2, as analysts point to slightly stronger long term revenue growth assumptions, a marginally lower discount rate, and modestly higher future valuation multiples despite a small pullback in projected profit margins. Analyst Commentary Recent Street research reflects a generally constructive stance on ATCO, with a series of incremental price target increases clustered in the mid C$50s.
Uppdatering av berättelse Dec 11

ACO.X: Regulated Utilities Will Likely Support Modest Upside Amid Fair Valuation

ATCO's analyst price target has inched higher to approximately C$58, reflecting a series of upward revisions from C$51 to C$64 as analysts factor in steadier regulated utility performance, alongside moderated expectations for its power operations in a more volatile market backdrop. Analyst Commentary Bullish analysts continue to edge price targets higher across the board, signaling improving confidence in ATCO's ability to execute on its regulated utility strategy while managing exposure to more cyclical power markets.
Uppdatering av berättelse Nov 26

ACO.X: Regulated Utilities Will Likely Sustain Performance as Sector Trends Remain Steady

ATCO's analyst price target has modestly increased from $57.50 to $58.33, as analysts cite resilient regulated utility performance and steady sector trends as reasons for their upward revisions. Analyst Commentary Recently, analysts have updated their perspectives and target prices for ATCO, reflecting a blend of optimism for the company’s regulated utility segment and tempered caution for areas like power generation and market volatility.
Analysartikel Nov 23

ATCO (TSE:ACO.X) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Uppdatering av berättelse Nov 11

ACO.X: Regulated Utilities Segment Will Likely Support Steady Performance Amid Volatility

The consensus analyst price target for ATCO has increased from approximately C$55.71 to C$57.50. This reflects analysts’ expectations for continued strength in the company’s regulated utilities and a favorable industry outlook, despite recent volatility in markets and credit spreads.
Analysartikel Oct 15

There Is A Reason ATCO Ltd.'s (TSE:ACO.X) Price Is Undemanding

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider ATCO...
Analysartikel Oct 01

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Ny berättelse Jun 29

Canadian Housing And Energy Trends Will Drive Future Opportunity

Expanding modular housing and international acquisitions position ATCO for revenue diversification and higher-margin growth across global infrastructure and energy markets.
Analysartikel Jun 22

ATCO (TSE:ACO.X) Will Want To Turn Around Its Return Trends

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Analys av ersättningar till VD

Hur har Nancy Southern:s ersättning förändrats jämfört med ATCO:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

CA$158m

Dec 31 2025CA$9mCA$1m

CA$150m

Sep 30 2025n/an/a

CA$431m

Jun 30 2025n/an/a

CA$439m

Mar 31 2025n/an/a

CA$427m

Dec 31 2024CA$9mCA$1m

CA$430m

Sep 30 2024n/an/a

CA$387m

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

Ersättning vs marknad: Nancy s total kompensation ($USD 6.55M ) är över genomsnittet för företag av liknande storlek på Canadian marknaden ($USD 4.22M ).

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


VD OCH KONCERNCHEF

Nancy Southern (68 yo)

26.3yrs
Anställning
CA$9,003,251
Kompensation

Ms. Nancy C. Southern, A.O.E., B.E.M., has been Executive Chairman at Canadian Utilities Limited since May 8, 2025 and served as its Chief Executive Officer until May 8, 2025. She serves as Chief Executive...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Nancy Southern
Chair & CEO26.3yrsCA$9.00m0.44%
CA$ 34.8m
Katherine-Jane Patrick
Executive VP and Chief Financial & Investment Officer4.6yrsCA$3.38m0%
CA$ 0
Rebecca Penrice
Executive VP & Chief Administration Officer1.3yrsCA$2.44m0%
CA$ 0
Adam Beattie
President of ATCO Structures & Logistics Ltd.no dataCA$3.19m0.0043%
CA$ 338.9k
Robert Myles
Chief Executive Officer of Canadian Utilities Limited1yrCA$4.49m0%
CA$ 0
Kyle Brunner
Senior VP3.5yrsinga uppgifter0%
CA$ 0
Kurt Kadatz
Senior Manager of Corporate Communicationsno datainga uppgifteringa uppgifter
Lisa Cooke
Senior VP & Chief Marketing Officer3.7yrsinga uppgifter0%
CA$ 0
James Landon
President of Frontecno datainga uppgifter0%
CA$ 0
Colin Jackson
Senior VP of Financeno datainga uppgifter0.0026%
CA$ 202.7k
G. Friesen
Senior VP of Corporate Affairs & Chief Government Affairs Officer6.3yrsinga uppgifter0%
CA$ 0
P. Cook
Senior VP & Controller7.4yrsinga uppgifter0%
CA$ 0
4.1yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder

Erfaren ledning: ACO.X s ledningsgrupp anses vara erfaren ( 4.1 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Nancy Southern
Chair & CEO37.3yrsCA$9.00m0.44%
CA$ 34.8m
John Ivulich
CEO & Country Chair of ATCO Australia2.6yrsinga uppgifter0.0029%
CA$ 226.2k
Robert Routs
Lead Independent Director14yrsCA$800.94k0.028%
CA$ 2.2m
Susan Werth
Independent Director11.8yrsCA$325.50k0.021%
CA$ 1.6m
Linda Southern-Heathcott
Vice Chairman of the Board14yrsCA$588.00k0.047%
CA$ 3.7m
Norman Steinberg
Independent Director4.7yrsCA$322.50k0.016%
CA$ 1.3m
Robert Peabody
Independent Directorless than a yearCA$47.50k0.00042%
CA$ 32.9k
Ronalee Ambrose
Independent Directorno datainga uppgifteringa uppgifter
Jason Kenney
Independent Director3yrsCA$289.50k0.0040%
CA$ 314.7k
Kelly Koss-Brix
Non Independent Director1.3yrsCA$566.94k0.0049%
CA$ 385.1k
3.8yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder

Erfaren styrelse: ACO.X s styrelse anses vara erfaren ( 3.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 19:26
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

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.

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

ATCO Ltd. bevakas av 8 analytiker. 5 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
Benjamin PhamBMO Capital Markets Equity Research
Mark JarviCIBC Capital Markets
Mark JarviDesjardins Securities Inc.