Stellantis Management
Management criteria checks 2/4
Stellantis' CEO is Antonio Filosa, appointed in Jun 2025, has a tenure of 1.25 years. total yearly compensation is €5.42M, comprised of 26.3% salary and 73.7% bonuses, including company stock and options. directly owns 0.015% of the company’s shares, worth €1.81M. The average tenure of the management team and the board of directors is 1.6 years and 4.5 years respectively.
Key information
Antonio Filosa
Chief executive officer
€5.4m
Total compensation
| CEO salary percentage | 26.26% |
| CEO tenure | 1.3yrs |
| CEO ownership | 0.01% |
| Management average tenure | 1.6yrs |
| Board average tenure | 4.5yrs |
Recent management updates
Recent updates
Narrative Update • Sep 17
STLAM: Cost Actions And Capacity Shifts Will Support Future Re Rating Potential
Stellantis' analyst price target has been reduced by about €0.22 as analysts point to sector-wide pressure, weaker U.S. execution, rising inventory, and concerns that the product pipeline and earnings visibility now appear less supportive. Analyst Commentary Recent research on Stellantis has turned more cautious, with several firms shifting ratings lower and cutting price targets in both euro and dollar terms.
New Narrative • Sep 09
Stellantis Trades Around $5.40. Industrial Net Financial Assets Fell From €29.5 Billion to Roughly €5.1 Billion.
Stellantis trades around $5.40 per share. With roughly 2.9 billion ordinary shares outstanding, the equity is worth about $15.7 billion.Narrative Update • Sep 03
STLAM: Cost Actions And Inventory Normalization Will Drive Future Re Rating Potential
Stellantis' updated analyst price target has been reduced from about €11.32 to about €8.44, reflecting broader cuts to Street targets as analysts factor in softer revenue growth expectations, ongoing U.S. and European challenges, and lower assumed future price-to-earnings multiples. Analyst Commentary Recent research on Stellantis has turned more cautious, with several firms cutting ratings and price targets in mid 2026.
Narrative Update • Aug 19
STLAM: U.S. Inventory Reset And Cost Actions Will Drive 2027 Earnings Rebound
The updated analyst price target for Stellantis has been reduced from about €6.37 to roughly €5.78 as analysts factor in weaker recent U.S. sales, higher inventory levels, and expectations for lower earnings estimates across key regions. Analyst Commentary Recent research on Stellantis shows a clear tilt toward caution, with multiple price target cuts and rating downgrades.Narrative Update • Aug 05
STLAM: U.S. Inventory Discipline And Q2 Turnaround Will Shape 2027 Upside
The updated analyst price target for Stellantis moves lower to about €6.37 from about €7.61. Analysts point to weaker than hoped U.S. sales momentum, high inventories in key regions, pressure from AI enabled and vertically integrated competitors, and a shift toward more cautious assumptions on revenue growth, margins, and future P/E.Narrative Update • Jul 21
STLAM: 2026 Product Reset And Inventory Normalization Will Drive Re Rating Potential
Analysts have trimmed their fair value estimate for Stellantis from €11.97 to €11.32, reflecting a series of lower price targets in the €4 to €7.10 range as they weigh inventory overhang, U.S. sales softness, and more cautious expectations for a rapid improvement in key markets. Analyst Commentary Recent research on Stellantis reflects a cautious stance, with several firms lowering price targets and, in some cases, downgrading ratings as they reassess the balance between inventory levels, U.S. sales trends, and the timing of cost benefits from component purchasing.Narrative Update • Jul 07
STLAM: U.S. Inventory Resolution And China Partnerships Will Shape 2027 Upside
The updated analyst price target for Stellantis edges lower to about €7.60 from €8.06. This reflects revised assumptions for fair value, a slightly higher discount rate, and modestly softer revenue growth and profit margin expectations that align with recent research pointing to inventory and pricing risks, along with tempered views on earnings recovery.
Narrative Update • Jun 23
STLAM: FaSTLAne 2030 Spending And China Partnerships Will Pressure Margins
Stellantis' analyst price target has been raised to €7.10 from €6.50, as analysts update their models following Q1 results and suggest that earlier pessimism and uncertainty around further losses may have reached a low point. Analyst Commentary Recent Street research on Stellantis presents a mixed picture, with some investors pointing to the higher €7.10 target as a sign that the worst of the pessimism may be behind the stock, while others remain cautious on execution and earnings visibility.Narrative Update • Jun 07
STLAM: FaSTLAne 2030 Spending And China Deals Will Pressure Margins
Stellantis' analyst price target has been revised higher to €7.10 from €6.50, as analysts factor in Q1 results and suggest that earlier pessimism around potential losses has largely run its course. Analyst Commentary Recent research on Stellantis reflects a split view, with some firms lifting price targets while others have turned more cautious or trimmed their expectations.Narrative Update • May 24
STLAM: China Partnerships And 2026 Margin Pressure Will Drive Further Downside
Stellantis' updated analyst price target has been trimmed by €1.00, with analysts pointing to slightly higher discount rates, more cautious revenue growth and margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has turned more cautious on Stellantis, with several bearish analysts trimming price targets or shifting to less favorable ratings.Narrative Update • May 02
STLAM: 2026 Transition And China Partnerships Will Drive Re Rating Potential
Analysts have made a small upward adjustment to the blended price target for Stellantis to €11.97. This reflects slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple after a mix of recent target cuts, downgrades, and one upgrade from major banks and brokers.Narrative Update • Apr 18
STLAM: 2027 Earnings Reset And China EV Deals Will Shape Upside
Analyst price targets for Stellantis have been adjusted in a mixed but slightly lower range, with various firms cutting their targets by about €0.50 to €2.20 per share, citing tighter margin expectations for 2026 and a shift toward valuing the stock on later-year earnings. Analyst Commentary Recent research on Stellantis reflects a split view, with some analysts adjusting targets slightly higher and others trimming them or changing ratings as they reassess margin assumptions and the timing used in their valuation models.Narrative Update • Apr 03
STLAM: 2027 Margin Expansion And EV Partnerships Are Expected To Improve Upside
Analysts have trimmed the implied fair value for Stellantis by about €0.59, reflecting a series of reduced price targets and more cautious assumptions around revenue growth. This has been partially offset by slightly higher profit margin expectations and a lower future P/E of 5.80x.Narrative Update • Mar 20
STLAM: 2026 Transition And China Deals Will Support Re Rating Potential
Stellantis' updated analyst price target has moved lower to €11.92 from €13.68 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and recent Street research highlighting margin pressure in 2026 alongside a mix of target cuts and selected upgrades. Analyst Commentary Recent Street research around Stellantis has been active, with a mix of target cuts, rating changes, and a few more optimistic voices.Narrative Update • Mar 06
STLAM: 2026 Margin Pressure And EV Retrenchment Will Drive Near-Term Downside
The updated analyst price target for Stellantis reflects a lower fair value estimate of €5.00 and a slightly higher discount rate. Analysts are factoring in softer revenue growth, lower profit margin assumptions and mixed Street views on 2026 earnings pressure versus longer term recovery potential.Narrative Update • Feb 20
STLAM: Transition To 2027 Earnings Is Expected To Improve Risk Reward
The updated analyst price target for Stellantis has been reduced by roughly €1.30 per share. This reflects a lower fair value estimate that incorporates slightly softer revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E multiple, as analysts factor in a transition period before any potential earnings recovery.Narrative Update • Feb 05
STLAM: Margin Expansion In 2026 Is Expected To Improve Risk Reward
Narrative Update Our fair value estimate for Stellantis has edged up to €9.93 per share from €9.90. This reflects modestly higher Street price targets and analysts' mixed but generally constructive views on valuation, margin potential and sector visibility into 2026.Narrative Update • Jan 22
STLAM: Electrification Shift And Margin Upside Are Expected To Improve Risk Reward
Analysts have lifted their price target on Stellantis from about €9.75 to €9.90, reflecting a mix of higher published targets such as €10 and $15, as well as updated assumptions around slightly lower growth, modestly softer margins and a somewhat higher future P/E multiple. Analyst Commentary Recent research on Stellantis shows a split between those who see value at current levels and those who are more cautious about the sector backdrop and execution risk.Narrative Update • Jan 08
STLAM: Future Execution And Tariff Relief Will Support A Re Rating
Narrative Update: Stellantis Stellantis' updated fair value estimate has shifted from €12.68 to about €13.68 as analysts weigh a higher future P/E assumption, reflect slightly higher perceived risk, and factor in more cautious views on revenue growth and profit margins, while recent Neutral ratings and modest price target moves highlight a balanced outlook on the stock. Analyst Commentary Recent Street research on Stellantis has struck a cautious tone overall, but there are a few clear positives that stand out for investors focused on valuation support and execution in a tougher European auto backdrop.Narrative Update • Dec 17
STLAM: U.S. Turnaround Spend And Product Pipeline Will Support Balanced Risk Reward Outlook
Analysts have lifted their price target on Stellantis slightly to about $10 per share, citing a modest upgrade to revenue growth expectations, a richer but still undemanding future earnings multiple, and improving inventory and product cycle dynamics despite a challenging European auto backdrop. Analyst Commentary Recent Street research paints a mixed but gradually improving picture for Stellantis, with valuation support emerging even as execution and macro risks remain elevated.Narrative Update • Dec 03
STLAM: U.S. Turnaround Investments And Product Pipeline Will Shape Balanced Outlook
Stellantis's analyst price target has been modestly raised to about $9.66 from $9.38, as analysts cite gradually improving earnings visibility, a more supportive product pipeline, and balanced Neutral to Buy stances despite ongoing macro and competitive pressures in European autos. Analyst Commentary Recent research updates present a mixed but gradually improving picture for Stellantis, with modest target price increases and at least one notable upgrade reflecting better confidence in the company’s medium term trajectory.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -€19b |
| Mar 31 2026 | n/a | n/a | -€22b |
| Dec 31 2025 | €5m | €1m | -€22b |
Compensation vs Market: Antonio's total compensation ($USD6.23M) is about average for companies of similar size in the Italian market ($USD5.37M).
Compensation vs Earnings: Insufficient data to compare Antonio's compensation with company performance.
CEO
Antonio Filosa (53 yo)
1.3yrs
Tenure
€5,424,683
Compensation
Mr. Antonio Filosa is Chairman of the Board of Banco Stellantis S.A. Mr. Filosa was Jeep Brand CEO at Stellantis N.V. since November 1, 2023 until February 2025, serves as Chief executive Officer since Jun...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board | 5.7yrs | €2.45m | 0.043% € 5.2m | |
| CEO, COO of North America American brands & Executive Director | 1.3yrs | €5.42m | 0.015% € 1.8m | |
| Chief Financial Officer | 1yr | no data | no data | |
| Chief Engineering & Technology Officer | 5.1yrs | no data | no data | |
| Head of Investor Relations | less than a year | no data | no data | |
| General Counsel | 5.7yrs | no data | no data | |
| Chief Communications Officer | no data | no data | no data | |
| Brand Chief Executive Officer of Lancia and Chief Sales & Marketing Officer | 2.3yrs | no data | no data | |
| Chief Marketing Officer | 1.7yrs | no data | no data | |
| Chief Human Resources | 11yrs | no data | no data | |
| Chief Executive Officer of Citron | 1.3yrs | no data | no data | |
| Head of the DS Automobiles brand | 1.6yrs | no data | no data |
1.6yrs
Average Tenure
56yo
Average Age
Experienced Management: STLAM's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman of the Board | 5.7yrs | €2.45m | 0.043% € 5.2m | |
| CEO, COO of North America American brands & Executive Director | 1.2yrs | €5.42m | 0.015% € 1.8m | |
| Senior Independent Director | 5.7yrs | €291.02k | 0.00072% € 87.8k | |
| Independent Non-Executive Director | 5.7yrs | no data | no data | |
| Non-Executive Vice Chairman of the Board | 5.7yrs | €225.20k | 0.00052% € 63.4k | |
| Independent Non–Executive Director | 5.7yrs | €235.56k | 0.00033% € 40.2k | |
| Non-Executive Director | 1.4yrs | €174.41k | no data | |
| Non-Executive Director | 3.4yrs | no data | no data | |
| Independent Non-Executive Director | 5.7yrs | €262.70k | 0.00040% € 48.8k | |
| Independent Non-Executive Director | 2.4yrs | €222.35k | no data | |
| Non-Executive Director | 1.4yrs | €165.29k | no data | |
| Non-Executive Director | less than a year | no data | no data |
4.5yrs
Average Tenure
57.5yo
Average Age
Experienced Board: STLAM's board of directors are considered experienced (4.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/21 17:43 |
| End of Day Share Price | 2026/09/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Stellantis N.V. is covered by 52 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dominique Descours | Banca Akros S.p.A. (ESN) |
| Vincenzo Antonio Buono | Banca Akros S.p.A. (ESN) |
| Eduardo González Martín | Banco Santander |