Cleveland-Cliffs Förvaltning
Förvaltning kriterier kontrolleras 2/4
Cleveland-Cliffs VD är C. Goncalves, utsedd i Aug 2014, har en mandatperiod på 11.75 år. totala årliga ersättningen är $ 19.02M, bestående av 11.6% lön 88.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.42% av företagets aktier, värda $ 25.33M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.7 år respektive 6.2 år.
Viktig information
C. Goncalves
Verkställande direktör
US$19.0m
Total ersättning
| VD-lön i procent | 11.57% |
| Anställning som VD | 11.8yrs |
| Ägande av VD | 0.4% |
| Ledningens genomsnittliga anställningstid | 4.7yrs |
| Styrelsens genomsnittliga mandatperiod | 6.2yrs |
Senaste uppdateringar av ledningen
Recent updates
CLF: Tariff Policy And Mixed Street Views Will Shape Future Returns
Analysts have trimmed the average price target for Cleveland-Cliffs by about $2.40, reflecting a mix of recent target cuts from several firms and a smaller upward revision from Goldman Sachs. These changes have contributed to more cautious assumptions on margins and valuation multiples, even as revenue growth expectations have remained steady to slightly higher.Cleveland-Cliffs Q1 Earnings: A Mundane Report At A Time Of Uncertainty
Apr 20
CLF: Tariff Policy And Import Share Shifts Will Shape Future Earnings Power
The updated fair value estimate for Cleveland-Cliffs moves slightly lower to $16.80 from $17.00, as analysts factor in softer revenue growth and margins, along with a higher discount rate, despite a wide range of recent price target changes across the Street. Analyst Commentary Recent Street research on Cleveland-Cliffs has been mixed, with a cluster of valuation resets and rating changes as analysts recalibrate expectations after recent company updates and sector notes.
CLF: Tariff Shifts And Higher Costs Will Shape A Cautious Rare Earths Story
Analysts have made only a small adjustment to their $-based price targets for Cleveland-Cliffs, reflecting a mix of higher assumed profit margins, a lower future P/E multiple, and a more cautious view on growth and risk after recent Neutral and Sector Weight calls, along with both minor cuts and raises to published targets. Analyst Commentary Recent research on Cleveland-Cliffs has leaned more cautious, with several Bearish analysts highlighting execution and valuation risks despite some earlier optimism around pricing and policy support for the U.S. steel sector.CLF: Tariff Support And Auto Contract Wins Will Shape Future Returns
The analyst price target for Cleveland-Cliffs has been adjusted slightly lower to reflect a new fair value estimate of about $13.08, as analysts weigh mixed rating changes, valuation concerns, and updated expectations for margins and future P/E multiples. Analyst Commentary Recent research on Cleveland-Cliffs reflects a divided view, with some analysts focusing on potential upside from pricing, tariffs, and growth initiatives, while others point to valuation, costs, and execution risks around upcoming results and leadership actions.CLF: Tariff Support And Auto Contract Wins Will Drive Future Upside
Analysts have adjusted their Cleveland-Cliffs price targets in a tight range, with small upward and downward moves of roughly $0.10 to $2. They are weighing mixed views on sector valuation, CEO stock sales, steel pricing expectations, and the company's cost profile and longer term opportunities.CLF: Tariff Policy And Steel Pricing Will Drive Future Upside Potential
Analysts have nudged their price target on Cleveland-Cliffs slightly lower to around $13.41, reflecting mixed recent research in which some firms cited valuation concerns and insider selling, while others pointed to potential longer term opportunities in U.S. steel and tariff support. Analyst Commentary Recent research on Cleveland-Cliffs splits into two clear camps, with some analysts focused on upside tied to steel pricing and tariffs, and others emphasizing valuation constraints, cost pressures, and insider selling.CLF: Elevated Tariffs And Import Share Gains Will Reshape Future Earnings Power
Analysts have raised their fair value estimate for Cleveland-Cliffs to $17.00 from $14.00, citing updated assumptions on steel pricing, tariffs, and company-specific opportunities outlined in recent research, while noting that views remain divided on costs, valuation, and sector risks. Analyst Commentary Recent research shows a split view on Cleveland-Cliffs, with some firms turning more cautious on valuation and costs, while others highlight potential upside tied to pricing, tariffs, and company specific initiatives.CLF: Tariff Support And Cost Pressures Will Shape Steel Outlook
Analysts have raised their blended price target on Cleveland-Cliffs to about $13.44, up from $12.45. This shift reflects updated views on revenue growth, profit margins, and future P/E assumptions, alongside mixed Street research that notes both tariff support for steel pricing and ongoing concerns about costs and valuation.CLF: Rare Earths Excitement Will Eventually Clash With Rising Cost Pressures
Analysts have trimmed their average price expectations for Cleveland-Cliffs to about US$12.50 to US$16, reflecting concerns about valuation, higher than expected costs and a mixed macro backdrop, even as some still highlight catalysts around auto contracts, liquidity and updated post earnings models. Analyst Commentary Recent Street research around Cleveland-Cliffs has leaned more cautious, with several bearish analysts pulling back on their expectations while a few remain constructive.CLF: Rare Earths Hype Will Likely Fade Against Weak Steel Fundamentals
Analysts have nudged our Cleveland Cliffs fair value estimate higher to approximately $8.62 from about $6.06 per share. This reflects a modestly higher long term valuation multiple even as they factor in softer near term revenue growth, still pressured margins, and a mixed macro backdrop for steel demand.CLF: Cost Discipline And Trade Concerns Will Shape Outlook Into Year End
Analysts have slightly lowered their average price target for Cleveland-Cliffs to $12.45 from $12.58, citing a challenging macro environment for metals and mining. However, this is offset by potential demand rebounds in key regions.CLF: Future Partnerships And Auto Steel Advances Will Support Upside Momentum
The analyst price target for Cleveland-Cliffs has been lowered slightly, from $12.76 to $12.58. Analysts cite muted revenue growth expectations and continued margin pressures, despite recent volatility in the shares.CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook
Analysts have raised their price target for Cleveland-Cliffs by $0.59 to $12.76. This change reflects improved projected revenue growth and profit margin outlooks following the company’s recent earnings report and revised forecasts.US Tariffs And Reshoring Will Support Domestic Steel Demand
Cleveland-Cliffs' analyst price target has increased from $11.57 to $12.17, as analysts point to improving risk and reward following stronger operating efficiency and potential benefits from ongoing industry tariffs and trade policy shifts. Analyst Commentary Analyst reactions to Cleveland-Cliffs’ recent performance and industry trends have been mixed, reflecting both optimism about the company’s trajectory and some caution about underlying challenges.Cleveland-Cliffs Inc. (NYSE:CLF) Surges 26% Yet Its Low P/S Is No Reason For Excitement
Oct 09
US Tariffs And Reshoring Will Support Domestic Steel Demand
Analysts have raised their fair value estimate for Cleveland-Cliffs from $11.31 to $11.57 per share. This update is based on improved cost performance, anticipated tariff benefits, and a more favorable risk/reward outlook for the company.US Tariffs And Reshoring Will Support Domestic Steel Demand
Cleveland-Cliffs’ consensus price target has increased to $11.31 as improved cost and efficiency post-Q2, potential share gains in auto steel from tariffs and onshoring, and supportive trade policies offset soft underlying demand and future supply concerns. Analyst Commentary Bullish analysts note improved risk/reward for Cleveland-Cliffs post-Q2 earnings, citing better cost and efficiency performance.There's No Escaping Cleveland-Cliffs Inc.'s (NYSE:CLF) Muted Revenues Despite A 27% Share Price Rise
Jun 29Cleveland-Cliffs: Even Tariffs Don't Seem To Help
Apr 16Cleveland-Cliffs: No Panic, A Rebound May Be Near
Mar 14Cleveland-Cliffs Could Be At The Beginning Of A Major Pricing Upcycle
Feb 26Cleveland-Cliffs: Trump Tariffs Likely To Boost Results
Feb 11Cleveland-Cliffs: Don't Bite Off More Than You Can Chew
Feb 01Trump, Tariffs, And Turnarounds: Why Cleveland-Cliffs Is A Top Pick For 2025
Dec 10Cleveland-Cliffs Falls On Q3 Earnings - A Gift For Long-Term Buyers
Nov 06Cleveland-Cliffs: The American Steel Industry Is In An Economic Depression
Oct 26Cleveland-Cliffs: There's No Sign Of A Turnaround
Oct 08Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$19m | US$2m | -US$1b |
| Sep 30 2025 | n/a | n/a | -US$2b |
| Jun 30 2025 | n/a | n/a | -US$2b |
| Mar 31 2025 | n/a | n/a | -US$1b |
| Dec 31 2024 | US$15m | US$2m | -US$760m |
| Sep 30 2024 | n/a | n/a | -US$467m |
| Jun 30 2024 | n/a | n/a | US$40m |
| Mar 31 2024 | n/a | n/a | US$389m |
| Dec 31 2023 | US$26m | US$2m | US$384m |
| Sep 30 2023 | n/a | n/a | US$337m |
| Jun 30 2023 | n/a | n/a | US$226m |
| Mar 31 2023 | n/a | n/a | US$474m |
| Dec 31 2022 | US$18m | US$2m | US$1b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$4b |
| Mar 31 2022 | n/a | n/a | US$4b |
| Dec 31 2021 | US$24m | US$2m | US$3b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$743m |
| Mar 31 2021 | n/a | n/a | -US$33m |
| Dec 31 2020 | US$19m | US$2m | -US$123m |
| Sep 30 2020 | n/a | n/a | -US$122m |
| Jun 30 2020 | n/a | n/a | -US$20m |
| Mar 31 2020 | n/a | n/a | US$264m |
| Dec 31 2019 | US$16m | US$1m | US$295m |
Ersättning vs marknad: C. s total kompensation ($USD 19.02M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.41M ).
Ersättning vs inkomst: Ersättningen för C. har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
C. Goncalves (67 yo)
11.8yrs
Anställning
US$19,023,041
Kompensation
Mr. C. Lourenco Goncalves has been the Chairman, Chief Executive Officer and President at Cleveland-Cliffs Inc. since August 07, 2014. Mr. Goncalves serves as Chief Executive Officer and President of Metal...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 11.8yrs | US$19.02m | 0.42% $ 25.3m | |
| Executive VP & CFO | 4.7yrs | US$5.54m | 0.038% $ 2.3m | |
| Executive VP & COO | 2.1yrs | US$5.87m | 0.082% $ 5.0m | |
| Executive VP | 11.5yrs | US$4.27m | 0.059% $ 3.6m | |
| Executive VP & President of Cleveland-Cliffs Services | 4.7yrs | US$4.77m | 0.064% $ 3.9m | |
| Senior VP | 6.1yrs | inga uppgifter | 0.0070% $ 425.2k | |
| Executive VP of Human Resources & Labor Relations | 2.3yrs | inga uppgifter | inga uppgifter | |
| Executive Vice President of Strategic Development | no data | inga uppgifter | inga uppgifter | |
| Executive Vice President of Government Relations | 1.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Commercial | 1.8yrs | inga uppgifter | inga uppgifter |
4.7yrs
Genomsnittlig anställningstid
59.5yo
Genomsnittlig ålder
Erfaren ledning: CLF s ledningsgrupp anses vara erfaren ( 4.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 11.8yrs | US$19.02m | 0.42% $ 25.3m | |
| Lead Independent Director | 6.2yrs | US$316.50k | 0.041% $ 2.5m | |
| Independent Director | 11.7yrs | US$330.00k | 0.023% $ 1.4m | |
| Independent Director | 11.8yrs | US$300.00k | 0.051% $ 3.1m | |
| Independent Director | 6.2yrs | US$300.00k | 0.024% $ 1.5m | |
| Independent Director | 19.3yrs | US$300.00k | 0.020% $ 1.2m | |
| Independent Director | 1.3yrs | US$342.95k | 0.013% $ 789.1k | |
| Independent Director | 2.3yrs | US$300.00k | 0.022% $ 1.3m | |
| Independent Director | 2yrs | US$300.00k | 0.0084% $ 512.1k | |
| Independent Director | less than a year | US$83.87k | 0.010% $ 610.5k |
6.2yrs
Genomsnittlig anställningstid
67yo
Genomsnittlig ålder
Erfaren styrelse: CLF s styrelse anses vara erfaren ( 6.2 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/06 05:56 |
| Aktiekurs vid dagens slut | 2026/05/06 00:00 |
| Intäkter | 2026/03/31 |
| 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 |
|
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| 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
Cleveland-Cliffs Inc. bevakas av 33 analytiker. 11 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 |
|---|---|
| Ignace Proot | Bernstein |
| Tony Robson | BMO Capital Markets Equity Research |
| Tristan Gresser | BNP Paribas |