AXA Förvaltning
Förvaltning kriterier kontrolleras 3/4
AXA VD är Thomas Buberl, utsedd i Sep 2016, har en mandatperiod på 9.67 år. totala årliga ersättningen är € 6.14M, bestående av 26.9% lön 73.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.062% av företagets aktier, värda € 51.21M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6 år respektive 5.9 år.
Viktig information
Thomas Buberl
Verkställande direktör
€6.1m
Total ersättning
| VD-lön i procent | 26.85% |
| Anställning som VD | 9.7yrs |
| Ägande av VD | 0.06% |
| Ledningens genomsnittliga anställningstid | 6yrs |
| Styrelsens genomsnittliga mandatperiod | 5.9yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • May 08
CS: Technical And Fee-Based Shift Plus Buybacks Will Support Measured Re-Rating
AXA's fair value estimate edges higher to €46.12 from €46.07 as analysts refine assumptions around revenue growth, profit margins and future P/E, supported by a series of recent price target increases and bullish initiations on the stock. Analyst Commentary Recent Street research around AXA has been active, with several price target revisions and fresh initiations feeding into the updated fair value estimate.Uppdatering av berättelse • Apr 22
CS: Technical And Fee-Based Earnings Mix Will Support Re-Rating As Discount Persists
Analysts have nudged their average price target for AXA slightly higher to about €46.07. This reflects modest tweaks to assumptions around discount rates, profit margins and future P/E multiples, alongside recent Street research that includes both upward and downward target revisions clustered around the €46 to €50 range.Uppdatering av berättelse • Apr 07
CS: Technical And Fee-Based Earnings Shift Will Support Re-Rating As Discount Persists
AXA's analyst price targets have edged higher into a €46 to €50.70 range, as analysts point to improved profitability from technical insurance and fee-based earnings, along with what they view as an ongoing discount to European composite peers. Analyst Commentary Recent research points to a cluster of higher price targets for AXA, with analysts largely focused on the mix of technical insurance and fee-based earnings and how that feeds into profitability, earnings stability, and valuation relative to European peers.Uppdatering av berättelse • Mar 24
CS: Technical And Fee-Based Shift Will Support Re-Rating As Discount Persists
Analysts have nudged AXA's average price target higher to around €48 to €51, citing improved profitability from its focus on technical insurance and fee-based earnings and pointing out that the current valuation still sits at a discount to European composite peers. Analyst Commentary Recent Street research has tilted positive on AXA, with several banks lifting their price targets into a relatively tight band between €46 and about €51.Uppdatering av berättelse • Mar 10
CS: Technical And Fee-Based Shift Will Support Re-Rating Versus European Composite Peers
Our AXA fair value estimate has been adjusted from €45.27 to €46.05. This reflects higher analyst price targets in the €46 to €50.70 range and their focus on improved profitability, lower earnings volatility and a reduced P/E assumption.Uppdatering av berättelse • Feb 23
CS: Technical And Fee-Based Shift Will Support Higher Future Earnings Multiple
Analysts have nudged their price target for AXA slightly higher to about €45.27 from roughly €45.11, citing continued focus on technical insurance and fee-based earnings that they say is supporting improved profitability and a higher assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the shift towards technical insurance and fee-based earnings as a key support for more stable and higher quality profit streams, which they see as supportive of a stronger P/E multiple over time.Uppdatering av berättelse • Feb 08
CS: Slightly Lower Discount Rate Will Support Forward Earnings Appeal
The analyst fair value estimate for AXA has been adjusted slightly higher to €45.11 from €45.06, as analysts refine their assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate adjusted slightly higher to €45.11 from €45.06.Uppdatering av berättelse • Jan 24
CS: Stable Assumptions And Slightly Higher Required Return Will Support Forward Earnings Appeal
Analysts have slightly raised their fair value estimate for AXA to €45.06 from €44.98, citing adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a marginally higher price target. Valuation Changes Fair value estimate is now set at €45.06, up slightly from €44.98, reflecting a very small adjustment in the model.Uppdatering av berättelse • Jan 10
CS: Stable Assumptions And Slightly Lower P/E Will Support Forward Earnings Appeal
Analysts have reduced their price target for AXA slightly to about €45, reflecting small adjustments to fair value estimates, discount rate assumptions and future P/E expectations, while keeping revenue growth and profit margin forecasts broadly unchanged. Valuation Changes Fair Value: Adjusted slightly from €45.07 to €44.98, indicating a very small reduction in the estimated fair value per share.Uppdatering av berättelse • Dec 17
CS: Lower Discount Rate Will Support Stronger Forward Earnings Appeal
Analysts have nudged their price target on AXA slightly higher to approximately €45.07 from about €45.04, citing a marginally lower discount rate and modest improvements in projected profit margins that together support a slightly richer valuation multiple. Valuation Changes Fair Value has risen slightly from approximately €45.04 to about €45.07, reflecting a marginal uplift in the intrinsic valuation estimate.Uppdatering av berättelse • Dec 03
CS: Modestly Higher Future Multiple Will Support Attractive Upside Potential
Analysts have modestly raised their price target on AXA to €45.04, citing a slightly higher assumed future price to earnings multiple, which more than offsets marginal adjustments to the discount rate and profit margin forecasts. Valuation Changes Fair Value Estimate unchanged at approximately €45.04 per share, indicating no revision to the intrinsic value assessment.Uppdatering av berättelse • Nov 19
CS: Strong Profit Margins And Stable P/E Will Drive Future Gains
Analysts have slightly raised their price target for AXA, increasing it from €44.96 to €45.04. This change is based on modest adjustments to projected revenue growth, profit margins, and discount rates.Uppdatering av berättelse • Nov 02
CS: Rising Profit Margins And Multiples Will Drive Global Expansion
Analysts have slightly raised their price target for AXA from €44.58 to €44.96, citing incremental improvements in profit margin and expected future earnings multiples as key factors supporting the revision. Valuation Changes Fair Value has increased slightly from €44.58 to €44.96.Analysartikel • Aug 05
These Analysts Think AXA SA's (EPA:CS) Sales Are Under Threat
ENXTPA:CS 1 Year Share Price vs Fair Value Explore AXA's Fair Values from the Community and select yours One thing we...Analysartikel • Jul 04
Here's Why AXA (EPA:CS) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Ny berättelse • Nov 07
Calculated Market Expansion And Innovative Products Drive Revenue Growth And Profitability
AXA's disciplined pricing and focus on operational excellence aim to enhance profitability in international markets.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Dec 31 2025 | €6m | €2m | €7b |
| Sep 30 2025 | n/a | n/a | €7b |
| Jun 30 2025 | n/a | n/a | €7b |
| Mar 31 2025 | n/a | n/a | €7b |
| Dec 31 2024 | €6m | €2m | €7b |
| Sep 30 2024 | n/a | n/a | €7b |
| Jun 30 2024 | n/a | n/a | €7b |
| Mar 31 2024 | n/a | n/a | €7b |
| Dec 31 2023 | €6m | €2m | €7b |
| Sep 30 2023 | n/a | n/a | €6b |
| Jun 30 2023 | n/a | n/a | €5b |
| Mar 31 2023 | n/a | n/a | €5b |
| Dec 31 2022 | €5m | €2m | €5b |
| Sep 30 2022 | n/a | n/a | €6b |
| Jun 30 2022 | n/a | n/a | €7b |
| Mar 31 2022 | n/a | n/a | €7b |
| Dec 31 2021 | €5m | €1m | €7b |
| Sep 30 2021 | n/a | n/a | €6b |
| Jun 30 2021 | n/a | n/a | €6b |
| Mar 31 2021 | n/a | n/a | €4b |
| Dec 31 2020 | €4m | €1m | €3b |
| Jun 30 2020 | n/a | n/a | €3b |
| Mar 31 2020 | n/a | n/a | €3b |
| Dec 31 2019 | €5m | €3m | €4b |
Ersättning vs marknad: Thomas s total kompensation ($USD 7.15M ) är över genomsnittet för företag av liknande storlek på French marknaden ($USD 5.50M ).
Ersättning vs inkomst: Ersättningen från Thomas har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Thomas Buberl (52 yo)
9.7yrs
Anställning
€6,144,119
Kompensation
Dr. Thomas Buberl, Ph D., is Independent Director of International Business Machines Corporation from April 28, 2020. Dr. Buberl is CEO & Director of AXA SA from September 01, 2016.Dr. Buberl is CEO & Dir...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 9.7yrs | €6.14m | 0.062% € 51.2m | |
| Group General Counsel & Employee Shareholders Representative Director | 9.9yrs | €106.42k | 0.0089% € 7.4m | |
| Group Chief Financial Officer | 4.8yrs | inga uppgifter | inga uppgifter | |
| Chief Accounting & Reporting Officer | no data | inga uppgifter | inga uppgifter | |
| Group Chief Technology & AI Officer | 1.3yrs | inga uppgifter | inga uppgifter | |
| Group Chief Strategy Officer & Head of Investor Relations | 3.7yrs | inga uppgifter | inga uppgifter | |
| Group Chief Communication | 7.2yrs | inga uppgifter | inga uppgifter | |
| Deputy General Secretary | 8.5yrs | inga uppgifter | inga uppgifter | |
| Chief Executive Officer of International Markets | no data | inga uppgifter | inga uppgifter | |
| Global Head of Finance | 1.3yrs | inga uppgifter | inga uppgifter | |
| Chief Executive Officer of European Markets & Health | 9.4yrs | inga uppgifter | inga uppgifter | |
| Chief Transformation Officer for European Markets & Health | 2.8yrs | inga uppgifter | inga uppgifter |
6.0yrs
Genomsnittlig anställningstid
51.5yo
Genomsnittlig ålder
Erfaren ledning: CS s ledningsgrupp är erfaren och erfaren ( 6 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 9.7yrs | €6.14m | 0.062% € 51.2m | |
| Group General Counsel & Employee Shareholders Representative Director | 5.9yrs | €106.42k | 0.0089% € 7.4m | |
| Honorary Chairman | 16.1yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 10.1yrs | €172.04k | 0.00035% € 291.1k | |
| Director | 4.1yrs | €171.05k | 0.024% € 19.6m | |
| Independent Director | 5.1yrs | €233.81k | 0.00037% € 307.8k | |
| Independent Director | 5.1yrs | €173.92k | 0.00024% € 199.6k | |
| Independent Chairman of the Board | 5.9yrs | inga uppgifter | 0.00021% € 174.7k | |
| Employees Representative Director | 7.9yrs | €106.42k | 0.000020% € 16.6k | |
| Employees Representative Director | 7.9yrs | €140.17k | 0.00014% € 116.5k | |
| Independent Director | 1.3yrs | €184.14k | inga uppgifter | |
| Independent Director | 5.9yrs | €140.17k | 0.00019% € 158.0k |
5.9yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder
Erfaren styrelse: CS s styrelse anses vara erfaren ( 5.9 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/26 17:56 |
| Aktiekurs vid dagens slut | 2026/05/26 00:00 |
| Intäkter | 2025/12/31 |
| 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 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
AXA SA bevakas av 35 analytiker. 12 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 |
|---|---|
| Markus Mayer | Baader Helvea Equity Research |
| null null | Banco de Sabadell. S.A. |
| Valvanera Gómez Pastor | Banco Santander |