Update shared on 11 Dec 2025
Fair value Decreased 0.34%Analysts have trimmed their price target on Autoliv slightly, reducing fair value by about $0.47 to reflect more tempered expectations for revenue growth and profit margins, even as they acknowledge a marginally lower discount rate and a modestly higher future P/E multiple.
What's in the News
- The board approves a 2.4% increase in the quarterly dividend to $0.87 per share for Q4 2025. This lifts the annualized payout to about $260 million, with payments in December to NYSE and Nasdaq Stockholm holders on different dates (company announcement).
- Management reaffirms 2025 guidance, targeting around 3% organic sales growth and about a 1% positive FX impact on net sales. The company expects an adjusted operating margin of roughly 10 to 10.5%, with operating cash flow anticipated to be near $1.2 billion (company guidance).
- Autoliv completes a $100 million share repurchase tranche, buying back 842,129 shares, or about 1.1% of shares outstanding, under the program announced on June 4, 2025 (buyback update).
- Adient and Autoliv finalize co-developed safety solutions for zero gravity seating. The collaboration integrates Adient's Z Guard seat concept with Autoliv restraint and airbag technologies and prepares the system for high volume production with a major global automaker (product announcement).
Valuation Changes
- Fair Value: reduced slightly to about $138.12 per share from $138.59, a marginal downward revision.
- Discount Rate: edged down modestly to roughly 8.29% from 8.36%, reflecting a slightly lower risk assessment.
- Revenue Growth: lowered meaningfully to about 3.6% from 4.2%, signaling more cautious top line expectations.
- Net Profit Margin: trimmed slightly to around 7.39% from 7.52%, indicating a small downgrade to profitability assumptions.
- Future P/E: increased modestly to approximately 14.1x from 13.7x, implying a somewhat higher valuation multiple on forecast earnings.
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