TF1 SA

ENXTPA:TFI Aktierapport

Börsvärde: €1.4b

TF1 Förvaltning

Förvaltning kriterier kontrolleras 3/4

TF1 VD är Rodolphe Belmer, utsedd i Oct 2022, har en mandatperiod på 3.75 år. totala årliga ersättningen är € 2.61M, bestående av 35.3% lön 64.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.001% av företagets aktier, värda € 10.08K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.8 år respektive 4.8 år.

Viktig information

Rodolphe Belmer

Verkställande direktör

€2.6m

Total ersättning

VD-lön i procent35.27%
Anställning som VD3.8yrs
Ägande av VD0.0007%
Ledningens genomsnittliga anställningstid5.8yrs
Styrelsens genomsnittliga mandatperiod4.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jun 24

TFI: Netflix Partnership Will Offset Softer Margins And Support Dividend Commitment

Analysts have reduced their price target on TF1 to €9.60. This reflects a more cautious view on revenue growth, profit margins and the P/E multiple that investors might be willing to pay for the stock.
Uppdatering av berättelse Jun 09

TFI: Dividend Policy And Higher Margins Will Support Bullish Re Rating

The analyst price target for TF1 has been reduced from €10.00 to €9.60 as analysts incorporate updated assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News No recent TF1 specific news or key developments were identified in the provided sources.
Uppdatering av berättelse May 26

TFI: Future P/E Reset Will Support Rebound From Recent Downgrades

Analysts have reduced their price target on TF1 to €7 from €9.60, reflecting recent downgrades and concerns about the company's relative position in European media during the Middle East conflict. Analyst Commentary Bullish Takeaways Bullish analysts still see value support above the latest €7 target, with earlier research setting a higher level at €9.60, which suggests some room if execution on core TV and advertising operations meets expectations.
Uppdatering av berättelse May 02

TFI: Future P/E Reset Will Support Dividend Led Upside Potential

TF1's analyst price target has been reset lower from about €9.72 to €8.15 as analysts factor in reduced fair value estimates and lower future P/E assumptions, along with recent target cuts and a downgrade that reference the company's positioning in European media. Analyst Commentary Recent research points to a series of price target resets for TF1, with JPMorgan and other firms revising their views as they reassess valuation assumptions and sector risks.
Uppdatering av berättelse Apr 17

TFI: Dividend Policy And Overweight Stance Will Support Bullish Re Rating

Narrative Update on TF1 The analyst price target for TF1 has shifted to a range anchored by recent cuts from €12.40 to €9.90 and then to €9.60, as analysts factor in weaker relative positioning in European media and reassess valuation assumptions, including P/E expectations and margin sustainability. Analyst Commentary Recent Street research on TF1 highlights a mix of cautious and constructive views, with price targets shifting as analysts reassess the company’s positioning in European media and revisit assumptions around margins and P/E levels.
Uppdatering av berättelse Apr 03

TFI: Dividend Commitment Will Face Pressure From Softer European Media Position

Analyst price targets on TF1 have been revised lower toward €7, with the shift reflecting a more cautious view on the group's position in European media and its earnings outlook, as highlighted in recent research downgrades and target cuts. Analyst Commentary Recent research on TF1 has shifted toward a more cautious tone, with several bearish analysts reducing ratings and cutting price targets closer to €7.
Uppdatering av berättelse Mar 20

TFI: Dividend Commitment And Overweight Rating Will Support Bullish Re Rating

Analysts have trimmed their fair value estimate for TF1 to €10.00 from €12.40, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research on TF1 has shifted more cautious overall, with cuts to fair value and ratings.
Uppdatering av berättelse Mar 05

TFI: Dividend Pledge Will Be Tested By Softer Media Positioning

TF1's analyst price target has shifted down to around €7, with analysts pointing to the stock's weaker relative positioning in European media, as well as updated assumptions on revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent research updates on TF1 have leaned more cautious, with several bearish analysts cutting price targets and reassessing where the shares should trade relative to the broader European media peer group.
Uppdatering av berättelse Feb 19

TFI: Dividend Commitment Will Face Test From Softer Margins And Advertising Risks

Analysts have trimmed their price target on TF1 from €7.90 to €7.30, citing weaker assumptions for revenue growth and profit margins, along with a higher expected P/E multiple. Analyst Commentary Bearish analysts are turning more cautious on TF1, with at least one research house moving to a more negative stance on the shares and cutting its price target.
Uppdatering av berättelse Feb 05

TFI: Higher Future P/E Will Support Repriced Earnings Upside Potential

Analysts have trimmed their fair value estimate for TF1 from €10.13 to €9.72, pointing to softer revenue expectations, a lower projected profit margin, and a higher future P/E multiple as key drivers behind the reduced price target. Analyst Commentary Bullish Takeaways Bullish analysts still see support for TF1's revised fair value of €9.72, suggesting that the current valuation already reflects softer revenue expectations and tighter profit assumptions.
Uppdatering av berättelse Jan 22

TFI: Higher Future P/E Assumptions Will Drive Bullish Re Rating

Analysts have trimmed their price target on TF1 to €12.40, reflecting updated assumptions for slightly lower revenue growth, a meaningfully lower profit margin profile, and a higher future P/E multiple, in part following more cautious recent research commentary on the shares. Analyst Commentary Recent research has grown more cautious on TF1, with some price targets adjusted to reflect expectations for softer revenue trends and profitability.
Uppdatering av berättelse Jan 08

TFI: Stable Assumptions And P/E Will Support Bullish Upside Potential

Analysts have kept their TF1 price target broadly steady at about €10.13, reflecting only marginal tweaks to assumptions on revenue growth, profit margins and future P/E that do not materially change their overall view of the shares. Valuation Changes Fair Value: Kept unchanged at about €10.13 per share, indicating no revision to the central valuation estimate.
Uppdatering av berättelse Dec 24

TFI: Margin Upside And Cost Control Will Drive Bullish Re-Rating

Analysts have nudged their fair value estimate for TF1 down slightly to EUR 12.40 from EUR 13.50, despite a higher EUR 13.70 Street price target. This reflects modestly softer long term revenue growth assumptions, partly offset by a slightly improved profit margin outlook and a lower future P E multiple.
Analysartikel Dec 12

We Think TF1 (EPA:TFI) Can Stay On Top Of Its Debt

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 10

TFI: Raised EUR 13.70 Outlook Will Rely On Stronger Cash Generation

Analysts have modestly raised their fair value estimate for TF1 to EUR 13.70 from EUR 13.50, reflecting slightly higher long term valuation expectations despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent commentary has highlighted a cautiously constructive stance on TF1.
Analysartikel Nov 02

Analysts Have Made A Financial Statement On TF1 SA's (EPA:TFI) Third-Quarter Report

Shareholders might have noticed that TF1 SA ( EPA:TFI ) filed its quarterly result this time last week. The early...
Analysartikel Aug 27

Should You Think About Buying TF1 SA (EPA:TFI) Now?

While TF1 SA ( EPA:TFI ) might not have the largest market cap around , it saw significant share price movement during...
Analysartikel Jul 22

TF1 (EPA:TFI) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Apr 11

TF1 (EPA:TFI) Is Paying Out A Larger Dividend Than Last Year

The board of TF1 SA ( EPA:TFI ) has announced that it will be paying its dividend of €0.60 on the 28th of April, an...
Analysartikel Mar 26

There Is A Reason TF1 SA's (EPA:TFI) Price Is Undemanding

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
Analysartikel Mar 08

Is It Time To Consider Buying TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in the...
Analysartikel Feb 18

TF1 SA (EPA:TFI) Annual Results: Here's What Analysts Are Forecasting For This Year

Investors in TF1 SA ( EPA:TFI ) had a good week, as its shares rose 3.7% to close at €8.07 following the release of its...
User avatar
Ny berättelse Feb 08

Upcoming Releases From Newen Studios Will Broaden Content Offerings And Reach In The Future

TF1+'s growth in digital advertising and content expansion is set to boost revenue and enhance geographic reach.
Analysartikel Nov 07

TF1's (EPA:TFI) Performance Is Even Better Than Its Earnings Suggest

TF1 SA's ( EPA:TFI ) earnings announcement last week was disappointing for investors, despite the decent profit...
Analysartikel Nov 02

TF1 SA (EPA:TFI) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Last week, you might have seen that TF1 SA ( EPA:TFI ) released its third-quarter result to the market. The early...
Analysartikel Jul 28

Analysts Are Updating Their TF1 SA (EPA:TFI) Estimates After Its Half-Yearly Results

Last week saw the newest half-year earnings release from TF1 SA ( EPA:TFI ), an important milestone in the company's...
Analysartikel Mar 20

We Think TF1's (EPA:TFI) Solid Earnings Are Understated

TF1 SA's ( EPA:TFI ) recent earnings report didn't offer any surprises, with the shares unchanged over the last week...
Analysartikel Feb 24

TF1 (EPA:TFI) Is Increasing Its Dividend To €0.55

TF1 SA ( EPA:TFI ) will increase its dividend from last year's comparable payment on the 24th of April to €0.55. This...
Analysartikel Feb 18

TF1 SA (EPA:TFI) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Shareholders of TF1 SA ( EPA:TFI ) will be pleased this week, given that the stock price is up 12% to €8.74 following...
Analysartikel Jan 27

TF1 SA's (EPA:TFI) Shares Not Telling The Full Story

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider TF1...
Analysartikel Jan 09

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth of 15% on the ENXTPA over...
Analysartikel Oct 26

These 4 Measures Indicate That TF1 (EPA:TFI) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Sep 28

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

TF1 SA ( EPA:TFI ), might not be a large cap stock, but it saw a decent share price growth in the teens level on the...
Analysartikel Jun 22

Is Now An Opportune Moment To Examine TF1 SA (EPA:TFI)?

While TF1 SA ( EPA:TFI ) might not be the most widely known stock at the moment, it received a lot of attention from a...
Analysartikel May 07

TF1 (EPA:TFI) 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 05

Télévision Française 1 Société anonyme's (EPA:TFI) Upcoming Dividend Will Be Larger Than Last Year's

Télévision Française 1 Société anonyme's ( EPA:TFI ) dividend will be increasing from last year's payment of the same...
Analysartikel Mar 09

Is It Time To Consider Buying Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it saw a double-digit...
Analysartikel Feb 18

Télévision Française 1 Société anonyme (EPA:TFI) Is Increasing Its Dividend To €0.50

Télévision Française 1 Société anonyme ( EPA:TFI ) has announced that it will be increasing its dividend from last...
Analysartikel Jan 05

Are Investors Undervaluing Télévision Française 1 Société anonyme (EPA:TFI) By 28%?

Key Insights Télévision Française 1 Société anonyme's estimated fair value is €10.3 based on 2 Stage Free Cash Flow to...
Analysartikel Oct 19

What Does Télévision Française 1 Société anonyme's (EPA:TFI) Share Price Indicate?

Télévision Française 1 Société anonyme ( EPA:TFI ), might not be a large cap stock, but it received a lot of attention...
Analysartikel Sep 28

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Jul 03

When Should You Buy Télévision Française 1 Société anonyme (EPA:TFI)?

Télévision Française 1 Société anonyme ( EPA:TFI ), is not the largest company out there, but it received a lot of...
Analysartikel Jun 12

We Think Télévision Française 1 Société anonyme (EPA:TFI) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Mar 26

Should You Investigate Télévision Française 1 Société anonyme (EPA:TFI) At €9.11?

While Télévision Française 1 Société anonyme ( EPA:TFI ) might not be the most widely known stock at the moment, it saw...
Analysartikel Mar 03

Is Télévision Française 1 Société anonyme (EPA:TFI) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Analys av ersättningar till VD

Hur har Rodolphe Belmer:s ersättning förändrats jämfört med TF1:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

€142m

Dec 31 2025€3m€920k

€153m

Sep 30 2025n/an/a

€183m

Jun 30 2025n/an/a

€188m

Mar 31 2025n/an/a

€191m

Dec 31 2024€3m€920k

€206m

Sep 30 2024n/an/a

€198m

Jun 30 2024n/an/a

€187m

Mar 31 2024n/an/a

€194m

Dec 31 2023€3m€920k

€192m

Sep 30 2023n/an/a

€165m

Jun 30 2023n/an/a

€151m

Mar 31 2023n/an/a

€170m

Dec 31 2022€1m€212k

€176m

Ersättning vs marknad: Rodolphe s total kompensation ($USD 2.98M ) är över genomsnittet för företag av liknande storlek på French marknaden ($USD 1.69M ).

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


VD OCH KONCERNCHEF

Rodolphe Belmer (57 yo)

3.8yrs
Anställning
€2,608,720
Kompensation

Mr. Rodolphe Belmer serves as Chief Executive Officer of TF1 SA (Formerly, Télévision Française 1 Société anonyme) since October 27, 2022 and also serves as its Chairman of the Board since February 13, 202...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Rodolphe Belmer
CEO & Chairman of the Board3.8yrs€2.61m0.00071%
€ 10.1k
Philippe Denery
Executive Vice President of Finance & Procurement10.4yrsinga uppgifteringa uppgifter
Raphaelle Deflesselle
Head of Technologies & Information Systems3.2yrsinga uppgifteringa uppgifter
Stéphane Feist
Head of Financial Communication and Investor Relationsno datainga uppgifteringa uppgifter
Julie Burguburu
General Counsel3.5yrsinga uppgifteringa uppgifter
Anne-Gabrielle Dauba-Pantanacce
Chief Communications & Brand Officer1.5yrsinga uppgifteringa uppgifter
Valerie Languille
Executive Vice President of Human Resources & CSR3.8yrsinga uppgifteringa uppgifter
Ara Aprikian
Executive Vice President of Content10.4yrsinga uppgifteringa uppgifter
Thierry Thuillier
Executive Vice President of News8.8yrsinga uppgifteringa uppgifter
Olivia Papon
Head of International Advertisingno datainga uppgifteringa uppgifter
Peggy Gouvello
Head of External Relations8.1yrsinga uppgifteringa uppgifter
Christophe Sommet
Head of Special Features Channels7.8yrsinga uppgifteringa uppgifter
5.8yrs
Genomsnittlig anställningstid
58.5yo
Genomsnittlig ålder

Erfaren ledning: TFI s ledningsgrupp är erfaren och erfaren ( 5.8 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Rodolphe Belmer
CEO & Chairman of the Board3.4yrs€2.61m0.00071%
€ 10.1k
Romain Bessi
CEO of Newen Studios & Chairman of Newen Groupno datainga uppgifteringa uppgifter
Orla Noonan
Independent Director4.3yrs€60.00k0.0014%
€ 20.3k
Olivier Roussat
Non-Independent Director13.3yrs€40.00k0.000050%
€ 710.1
Didier Casas
Non-Voting Directorno datainga uppgifter0.010%
€ 148.1k
Marie Pic-Paris Allavena
Independent Director7.3yrs€50.00k0.00024%
€ 3.4k
Sophie Talamoni
Employee Representative Non-Independent Director12.3yrs€40.00k0%
€ 0
Coralie Piton
Independent Director1.3yrs€50.16k0.00024%
€ 3.4k
Cyril Bouygues
Directorless than a yearinga uppgifteringa uppgifter
Charlotte Bouygues
Representative Director6.2yrs€30.00kinga uppgifter
Marie-Aude Morel
Employee Shareholder Representative Director5.3yrs€40.00k0%
€ 0
Yoann Saillon
Employee Representative Director2.3yrs€40.00k0.000010%
€ 142.0
4.8yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren styrelse: TFI s styrelse anses vara erfaren ( 4.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/09 05:52
Aktiekurs vid dagens slut2026/07/09 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 används för att skapa denna rapport 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

TF1 SA bevakas av 22 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
JULIEN ROCHBarclays
Christophe CherblancBernstein
Annick MaasBernstein