Glencore plc

LSE:GLEN Aktierapport

Börsvärde: UK£66.7b

Glencore Förvaltning

Förvaltning kriterier kontrolleras 4/4

Glencore VD är Gary Nagle, utsedd i Jul 2021, har en mandatperiod på 4.83 år. totala årliga ersättningen är $ 7.48M, bestående av 26.8% lön 73.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.043% av företagets aktier, värda £ 28.38M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.8 år respektive 5 år.

Viktig information

Gary Nagle

Verkställande direktör

US$7.5m

Total ersättning

VD-lön i procent26.76%
Anställning som VD4.8yrs
Ägande av VD0.04%
Ledningens genomsnittliga anställningstid4.8yrs
Styrelsens genomsnittliga mandatperiod5yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Apr 27

GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations

Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.
Uppdatering av berättelse Apr 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.
Uppdatering av berättelse Mar 28

GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations

Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.
Uppdatering av berättelse Mar 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.
Uppdatering av berättelse Feb 26

GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions

Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.
Uppdatering av berättelse Feb 10

GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power

Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.
Uppdatering av berättelse Jan 27

GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance

Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.
Analysartikel Jan 14

Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry

Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...
Uppdatering av berättelse Jan 12

GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures

Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.
Uppdatering av berättelse Dec 15

GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery

Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.
Uppdatering av berättelse Nov 30

GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements

The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.
Analysartikel Nov 19

Calculating The Fair Value Of Glencore plc (LON:GLEN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...
Uppdatering av berättelse Nov 16

GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution

The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.
Uppdatering av berättelse Nov 02

GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance

Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.
Uppdatering av berättelse Oct 18

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.
Uppdatering av berättelse Oct 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.
Uppdatering av berättelse Sep 19

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.
Uppdatering av berättelse Sep 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.
Analysartikel Jul 07

Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)

With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...
Analysartikel Jun 16

Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
User avatar
Ny berättelse Apr 22

Integration Of EVR And Rising Copper Output Will Drive Success

Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.

Analys av ersättningar till VD

Hur har Gary Nagle:s ersättning förändrats jämfört med Glencore:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025US$7mUS$2m

US$363m

Sep 30 2025n/an/a

-US$846m

Jun 30 2025n/an/a

-US$2b

Mar 31 2025n/an/a

-US$2b

Dec 31 2024US$5mUS$2m

-US$2b

Sep 30 2024n/an/a

-US$1b

Jun 30 2024n/an/a

-US$521m

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$6mUS$2m

US$4b

Sep 30 2023n/an/a

US$7b

Jun 30 2023n/an/a

US$10b

Mar 31 2023n/an/a

US$14b

Dec 31 2022US$6mUS$2m

US$17b

Sep 30 2022n/an/a

US$17b

Jun 30 2022n/an/a

US$16b

Mar 31 2022n/an/a

US$10b

Dec 31 2021US$4mUS$900k

US$5b

Ersättning vs marknad: Gary s total kompensation ($USD 7.48M ) är ungefär genomsnittet för företag av liknande storlek på UK marknaden ($USD 6.97M ).

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


VD OCH KONCERNCHEF

Gary Nagle (50 yo)

4.8yrs
Anställning
US$7,475,000
Kompensation

Mr. Gary Nagle, CA is CEO & Director of Glencore plc from July 01, 2021. Mr. Nagle was Global Head of Coal Assets of Glencore plc from December 2018 to July 01, 2021. Mr. Nagle joined the Glencore plc in 2...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Gary Nagle
CEO & Director4.8yrsUS$7.48m0.043%
£ 28.4m
Steven Kalmin
Chief Financial Officer20.9yrsUS$400.89kinga uppgifter
Xavier Wagner
Chief Operating Officerless than a yearinga uppgifteringa uppgifter
Martin Fewings
Head of Investor Relations & Communicationsno datainga uppgifteringa uppgifter
Shaun Teichner
General Counsel6.9yrsinga uppgifteringa uppgifter
Derrick Crowley
Head of Human Resources2.3yrsinga uppgifteringa uppgifter
Japie Fullard
Head of Ferroalloys Assets7.4yrsinga uppgifteringa uppgifter
Jyothish George
Head of Marketing for Metals & Bulksno datainga uppgifteringa uppgifter
Robin Scheiner
Head of Alumina & Aluminium Marketingno datainga uppgifteringa uppgifter
Peter Edward Hill
Head of Steelmaking Raw Materials Marketing5.3yrsinga uppgifteringa uppgifter
Inigo Segura
Co-Head of the Zinc (concentrates) Marketing2.7yrsinga uppgifteringa uppgifter
Anna Krutikov
Head of Sustainability2.3yrsinga uppgifteringa uppgifter
4.8yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder

Erfaren ledning: GLEN s ledningsgrupp anses vara erfaren ( 4.8 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Gary Nagle
CEO & Director4.8yrsUS$7.48m0.043%
£ 28.4m
Martin Gilbert
Independent Non-Executive Director9yrsUS$275.00k0.00098%
£ 653.4k
Cynthia Blum Carroll
Independent Non-Executive Director5.3yrsUS$305.00kinga uppgifter
Kalidas Madhavpeddi
Chairman6.3yrsUS$1.15minga uppgifter
Elizabeth Hewitt
Independent Non-Executive Director3.8yrsUS$285.00k0.00073%
£ 486.7k
John Wallington
Independent Non-Executive Director1.9yrsUS$243.00k0%
£ 0
Gill Marcus
Senior Independent Non-Executive Director8.3yrsUS$325.00kinga uppgifter
María Zuleta
Independent Non-Executive Director1.3yrsUS$213.00k0.00056%
£ 373.4k
5.0yrs
Genomsnittlig anställningstid
69yo
Genomsnittlig ålder

Erfaren styrelse: GLEN s styrelse anses vara erfaren ( 5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 16:52
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/12/31
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

Glencore plc bevakas av 33 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.

AnalytikerInstitution
Wade NapierAvior Capital Markets
David Simon ButlerBarclays
Izak RossouwBarclays