AXA SA

ENXTPA:CS Stok Raporu

Piyasa değeri: €82.4b

AXA Yönetim

Yönetim kriter kontrolleri 4/4

AXA CEO'su Thomas Buberl, Sep2016 tarihinde atandı, in görev süresi 9.67 yıldır. in toplam yıllık tazminatı € 6.14M olup, şirket hissesi ve opsiyonları dahil olmak üzere 26.9% maaş ve 73.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.062% ine doğrudan sahiptir ve bu hisseler € 50.75M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6 yıl ve 5.9 yıldır.

Anahtar bilgiler

Thomas Buberl

İcra Kurulu Başkanı

€6.1m

Toplam tazminat

CEO maaş yüzdesi26.85%
CEO görev süresi9.7yrs
CEO sahipliği0.06%
Yönetim ortalama görev süresi6yrs
Yönetim Kurulu ortalama görev süresi5.9yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.

CEO Tazminat Analizi

Thomas Buberl'un ücretlendirmesi AXA'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025€6m€2m

€7b

Sep 30 2025n/an/a

€7b

Jun 30 2025n/an/a

€7b

Mar 31 2025n/an/a

€7b

Dec 31 2024€6m€2m

€7b

Sep 30 2024n/an/a

€7b

Jun 30 2024n/an/a

€7b

Mar 31 2024n/an/a

€7b

Dec 31 2023€6m€2m

€7b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€5b

Mar 31 2023n/an/a

€5b

Dec 31 2022€5m€2m

€5b

Sep 30 2022n/an/a

€6b

Jun 30 2022n/an/a

€7b

Mar 31 2022n/an/a

€7b

Dec 31 2021€5m€1m

€7b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€6b

Mar 31 2021n/an/a

€4b

Dec 31 2020€4m€1m

€3b

Jun 30 2020n/an/a

€3b

Mar 31 2020n/an/a

€3b

Dec 31 2019€5m€3m

€4b

Tazminat ve Piyasa: Thomas 'ın toplam tazminatı ($USD 7.12M ) French pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.49M ).

Tazminat ve Kazançlar: Thomas 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Thomas Buberl (52 yo)

9.7yrs
Görev süresi
€6,144,119
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Buberl
CEO & Director9.7yrs€6.14m0.062%
€ 50.8m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director9.9yrs€106.42k0.0089%
€ 7.3m
Alban de Mailly Nesle
Group Chief Financial Officer4.8yrsVeri yokVeri yok
Gregoire Montchalin
Chief Accounting & Reporting Officerno dataVeri yokVeri yok
Matthieu Caillat
Group Chief Technology & AI Officer1.3yrsVeri yokVeri yok
Anu Venkataraman
Group Chief Strategy Officer & Head of Investor Relations3.7yrsVeri yokVeri yok
Ulrike Decoene
Group Chief Communication7.2yrsVeri yokVeri yok
Karima Silvent
Deputy General Secretary8.5yrsVeri yokVeri yok
Hassan El-Shabrawishi
Chief Executive Officer of International Marketsno dataVeri yokVeri yok
Guillaume Borie
Global Head of Finance1.3yrsVeri yokVeri yok
Patrick Cohen
Chief Executive Officer of European Markets & Health9.4yrsVeri yokVeri yok
Claudio Gienal
Chief Transformation Officer for European Markets & Health2.8yrsVeri yokVeri yok
6.0yrs
Ortalama Görev Süresi
51.5yo
Ortalama Yaş

Deneyimli Yönetim: CS 'un yönetim ekibi deneyimli ve deneyimlidir ( 6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Buberl
CEO & Director9.7yrs€6.14m0.062%
€ 50.8m
Helen Browne
Group General Counsel & Employee Shareholders Representative Director5.9yrs€106.42k0.0089%
€ 7.3m
Claude Bébéar
Honorary Chairman16.1yrsVeri yokVeri yok
Angelien G. Kemna
Independent Director10.1yrs€172.04k0.00035%
€ 288.5k
Gerald Harlin
Director4.1yrs€171.05k0.024%
€ 19.5m
Ramon Fernandez
Independent Director5.1yrs€233.81k0.00037%
€ 305.0k
Guillaume M. J. Faury
Independent Director5.1yrs€173.92k0.00024%
€ 197.9k
Antoine Gosset-Grainville
Independent Chairman of the Board5.9yrsVeri yok0.00021%
€ 173.1k
Martine Bievre
Employees Representative Director7.9yrs€106.42k0.000020%
€ 16.5k
Bettina Cramm
Employees Representative Director7.9yrs€140.17k0.00014%
€ 115.4k
Ewout Steenbergen
Independent Director1.3yrs€184.14kVeri yok
Marie-France Tschudin
Independent Director5.9yrs€140.17k0.00019%
€ 156.6k
5.9yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.9 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 21:31
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

AXA SA 35 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Markus MayerBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.
Valvanera Gómez PastorBanco Santander