Essity AB (publ)

OM:ESSITY B Rapport sur les actions

Capitalisation boursière : SEK 190.2b

Essity Dividendes et rachats

Dividende contrôle des critères 3/6

Essity est une société versant des dividendes avec un rendement actuel de 3.12% qui est bien couvert par les bénéfices.

Informations clés

3.1%

Rendement du dividende

1.5%

Rendement des rachats

Rendement total pour l'actionnaire4.6%
Rendement futur des dividendes3.7%
Croissance des dividendes5.4%
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution49%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit Jul 15

ESSITY B: Ongoing Pricing And Margin Concerns Will Continue To Pressure Sentiment

The analyst price target for Essity has edged higher from SEK 215 to about SEK 219, with analysts pointing to updated assumptions on fair value, revenue growth and profit margins, even as they weigh recent Street research such as the JPMorgan downgrade. What’s in the News for Essity Essity plans to commence share repurchases on May 12, 2026, under an authorization from the March 26, 2026 Annual General Meeting, with scope to buy back shares so that the company does not hold more than 10% of its issued share capital.
Mise à jour du récit Jul 01

ESSITY B: Capital Returns And Business Review Will Shape Measured Future Upside

Essity's analyst price target has been revised from SEK 320 to SEK 300, as analysts factor in a slightly higher discount rate, updated assumptions on revenue growth and margins, and recent rating and target changes from JPMorgan and UBS. Analyst Commentary Recent research on Essity highlights a mix of caution and optimism, with the reduced SEK 300 price target sitting alongside differing views on how the company can execute on its plans.
Mise à jour du récit Jun 17

ESSITY B: Cautious Rating Shifts And Tissue Review Will Shape Outlook

Analysts have lowered their price targets on Essity, with the consensus reduced by SEK 40 as they incorporate recent rating changes and updated assumptions from the latest research reports. Analyst Commentary Recent updates on Essity show analysts refining their views on the stock, with several price target cuts and a downgrade from JPMorgan shaping a more cautious tone around valuation and execution.
Mise à jour du récit Jun 03

ESSITY B: Neutral View As Discount Rates Rise And Tissue Review Progresses

Essity’s updated analyst price target has been trimmed by about SEK 1 to around SEK 265, as analysts factor in slightly higher discount rates alongside only modest adjustments to revenue growth, profit margin and future P/E assumptions, following a series of recent target cuts and a downgrade across the Street. Analyst Commentary Recent research updates cluster around a more cautious stance, with several firms trimming price targets and JPMorgan moving to a downgrade.
Mise à jour du récit May 20

ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment

Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.
Mise à jour du récit May 05

ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment

Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
Mise à jour du récit Apr 21

ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed

Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
Mise à jour du récit Apr 06

ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious

Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.
Mise à jour du récit Mar 22

ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious

Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.
Mise à jour du récit Mar 08

ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations

Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
Mise à jour du récit Feb 22

ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside

Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.
Mise à jour du récit Feb 08

ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed

Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.
Mise à jour du récit Jan 24

ESSITY B: Dividend And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.
Mise à jour du récit Jan 10

ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan

Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.
Mise à jour du récit Dec 26

ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential

Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.
Mise à jour du récit Dec 12

ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential

Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.
Mise à jour du récit Oct 22

Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower

Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.
Mise à jour du récit Oct 08

Demand In Feminine Care And Incontinence Will Expand Internationally

Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.
Mise à jour du récit Sep 24

Demand In Feminine Care And Incontinence Will Expand Internationally

Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
User avatar
Nouveau récit Nov 07

Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth

Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Bien que les paiements de dividendes soient restés stables, ESSITY B verse un dividende depuis moins de 10 ans.

Dividende croissant: Les paiements de dividendes de ESSITY B ont augmenté, mais la société n'a versé de dividendes que pendant 8 ans.


Rendement des dividendes par rapport au marché

Essity Rendement des dividendes par rapport au marché
Comment le rendement du dividende de ESSITY B se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (ESSITY B)3.1%
25% du marché (SE)1.8%
25% du marché (SE)4.4%
Moyenne du secteur (Household Products)3.5%
Analyste prévisionnel (ESSITY B) (jusqu'à 3 ans)3.7%

Dividende notable: Le dividende de ESSITY B ( 3.12% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché Swedish ( 1.83% ).

Dividende élevé: Le dividende de ESSITY B ( 3.12% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché Swedish ( 4.4% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Avec son taux de distribution relativement faible ( 49.3% ), les paiements de dividendes de ESSITY B sont bien couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son cash payout ratio raisonnable (54.6%), les paiements de dividendes de ESSITY B sont couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/22 00:07
Cours de l'action en fin de journée2026/07/22 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Essity AB (publ) est couverte par 25 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullABG Sundal Collier
Warren AckermanBarclays
Iain SimpsonBarclays