Stora Enso Oyj

Report azionario HLSE:STERV

Capitalizzazione di mercato: €7.9b

Stora Enso Oyj Gestione

Criteri Gestione verificati 3/4

Stora Enso Oyj Il CEO è Hans Sohlstrom, nominato in Sep2023, ha un mandato di 2.83 anni. possiede direttamente 0.019% delle azioni della società, per un valore di € 1.50M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3 anni e 4.3 anni.

Informazioni chiave

Hans Sohlstrom

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO2.8yrs
Proprietà del CEO0.02%
Durata media del management3yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi Jul 26

Stora Enso Oyj Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

Shareholders might have noticed that Stora Enso Oyj ( HEL:STERV ) filed its second-quarter result this time last week...
Aggiornamento narrativa Jul 24

STERV: Reset Expectations And Asset Moves Will Shape Future Share Performance

Analysts have trimmed their price targets on Stora Enso Oyj to around €11, a reduction of roughly €0.40 to €0.80 per share from prior levels. The changes reflect updated assumptions on fair value, discount rates, revenue growth and profit margins.
Aggiornamento narrativa Jun 17

STERV: Execution On Efficiency Plans Will Support Medium Term Upside Potential

Analysts have trimmed their fair value estimate for Stora Enso Oyj stock from about €11.84 to roughly €11.66. This reflects updated assumptions for revenue, profit margins and future P/E in light of recent research pointing to ongoing macro challenges and oversupply in parts of the paper and packaging market.
Aggiornamento narrativa Jun 02

STERV: Mixed Research And Leadership Signals Will Shape Future Share Performance

Analysts have trimmed their average price target on Stora Enso Oyj by about €0.02, reflecting updated views on discount rates, revenue growth assumptions, profit margins, and future P/E expectations based on recent mixed research that includes both lower and higher target revisions. Analyst Commentary Recent research on Stora Enso Oyj highlights a mixed but cautious tone, with some investors seeing upside potential and others focusing on valuation risks and execution challenges.
Aggiornamento narrativa May 01

STERV: Refined Earnings Assumptions Will Support Upside As Revenue Outlook Improves

Analysts have trimmed the blended price target for Stora Enso Oyj by €0.30 to reflect mixed revisions across recent research, with some firms lifting targets into the low €12 range while others adopt a more cautious stance. Analyst Commentary Recent research on Stora Enso Oyj reflects a split view, with some firms lifting their targets into the low €12 range and others taking a more cautious stance, including a small €0.30 trim from JPMorgan.
Aggiornamento narrativa Apr 16

STERV: Bearish Research And Leadership Uncertainty Will Constrain Future Share Returns

The updated analyst price target for Stora Enso Oyj implies a fair value move from about €9.80 to roughly €9.19, reflecting recent mixed research in which some analysts raised targets toward around €12.10 to €12.20, while others trimmed or initiated with more cautious views. Analyst Commentary Recent research opinions on Stora Enso Oyj point to a split view, with several price target increases toward about €12.10 to €12.20 sitting alongside more cautious and bearish signals.
Aggiornamento narrativa Apr 02

STERV: Higher Margin Assumptions Will Support Upside Under Refined Earnings Expectations

Analyst price targets for Stora Enso Oyj have shifted higher toward about €11.74. The change reflects updated views on slightly lower revenue growth expectations, a small uplift in profit margin assumptions, a modest tweak to future P/E estimates, and a series of recent target increases from banks that maintain generally neutral stances on the shares.
Aggiornamento narrativa Mar 19

STERV: Refined Assumptions And Rising Street Views Will Support Future Repricing

Analysts have slightly adjusted the fair value estimate for Stora Enso Oyj from €13.71 to €13.69, reflecting modest tweaks to discount rate, growth and margin assumptions, alongside a series of recent price target increases that now cluster around €10.90 to €12.20. Analyst Commentary Recent Street research points to a cluster of price targets between €10.90 and €12.20, which sits below the revised fair value estimate of €13.69 but reflects a more constructive stance from several firms.
Aggiornamento narrativa Mar 04

STERV: Higher Bank Price Views And Fair Value Assumptions Will Shape Returns

Analysts have lifted their fair value estimate for Stora Enso Oyj from €7.99 to €9.80, reflecting a series of higher price targets from major banks and updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Stora Enso Oyj shows a cluster of price target revisions, with large banks such as JPMorgan and Morgan Stanley updating their views while maintaining broadly neutral stances on the shares.
Aggiornamento narrativa Feb 18

STERV: Modest Margin Recovery Will Support Fairly Valued Shares Under Refined Assumptions

Narrative Update Analysts have nudged their price targets on Stora Enso Oyj higher by around €0.50 to €0.90, reflecting updated views on fair value, discount rates, and profitability assumptions. Analyst Commentary Recent research updates on Stora Enso Oyj cluster around modest upward revisions to price targets, suggesting analysts are fine tuning their views rather than making wholesale changes to their investment cases.
Articolo di analisi Feb 12

We Think That There Are Issues Underlying Stora Enso Oyj's (HEL:STERV) Earnings

Stora Enso Oyj's ( HEL:STERV ) stock was strong after they recently reported robust earnings. However, we think that...
Aggiornamento narrativa Feb 04

STERV: Higher Fair Value Assumptions Will Support Future Bullish Repricing

Analysts have raised their price target on Stora Enso Oyj by about €0.15, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E that are reflected in a series of recent Street research target increases. Analyst Commentary Recent Street research on Stora Enso Oyj points to a cluster of upward price target revisions, with several bullish analysts recalibrating their fair value assumptions.
Aggiornamento narrativa Jan 21

STERV: Higher Future P/E And EBIT Guidance Will Support Bullish Repricing

Stora Enso Oyj's updated analyst narrative reflects a slightly lower fair value estimate of €13.55, with the modest upward revisions to price targets from €10.70 to €10.90 and from €10.10 to €11.50, offset by a trim to €9.80, as analysts balance expectations for revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent research updates on Stora Enso Oyj show a mix of views, with several bullish analysts lifting their price targets into a range between €10.90 and €11.50.
Aggiornamento narrativa Jan 07

STERV: Future Margin Recovery Will Balance Mixed Demand And Maintenance EBIT Headwinds

Analysts have nudged their average price target for Stora Enso Oyj slightly higher to about €11.27 from €11.23, reflecting mixed recent target revisions and updated assumptions on the discount rate, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Stora Enso Oyj shows a mix of optimism and caution, with price targets clustered in a relatively tight range and ratings spread across Buy, Hold and Neutral.
Articolo di analisi Dec 30

Stora Enso Oyj (HEL:STERV) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento narrativa Dec 19

STERV: Future Margin Recovery Will Balance Mixed Demand And Maintenance Headwinds

Analysts have nudged their average price target on Stora Enso Oyj slightly higher, to about EUR 11.23 from roughly EUR 11.21. They cite a modestly improved profit margin outlook and supportive long term valuation assumptions, despite only incremental changes to growth and discount rate forecasts.
Aggiornamento narrativa Dec 05

STERV: Future Margin Gains Will Offset Mixed Outlook For Demand

Analysts have nudged their average price target for Stora Enso Oyj slightly higher to approximately EUR 11.21 from about EUR 11.16, citing a modestly improved profit margin outlook that more than offsets slightly softer long term revenue growth expectations. Analyst Commentary Recent target price revisions present a mixed but generally constructive view on Stora Enso Oyj, with bullish analysts focusing on improving profitability and operational execution, while more cautious voices highlight lingering structural and demand headwinds that could cap upside.
Articolo di analisi Nov 15

Stora Enso Oyj (HEL:STERV) Not Flying Under The Radar

It's not a stretch to say that Stora Enso Oyj's ( HEL:STERV ) price-to-sales (or "P/S") ratio of 0.9x right now seems...
Aggiornamento narrativa Nov 13

STERV: Earnings Outlook Will Balance Margin Gains With Sector Uncertainties

Stora Enso Oyj's analyst price target saw a modest decrease to €11.16. Analysts cite slightly lower revenue growth expectations, balanced by improved profit margin forecasts following recent research updates.
Articolo di analisi Oct 28

Stora Enso Oyj Just Beat EPS By 299%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Stora Enso Oyj ( HEL:STERV ) shareholders, with its shares surging 11% to €9.69 in...
Aggiornamento narrativa Oct 03

Swedish Forest Assets And Renewable Packaging Will Drive Future Efficiency

Analysts have marginally increased their price target for Stora Enso Oyj to €11.17, reflecting cautious optimism as a result of slight improvements in projected revenue growth and profit margins. Analyst Commentary Recent updates from street research reveal a balanced mix of optimism and caution among analysts regarding Stora Enso Oyj's outlook.
Articolo di analisi Sep 14

Here's Why Stora Enso Oyj (HEL:STERV) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nuova narrativa Nov 28

Enso's Profit Improvement And Strategic Moves Set To Boost Earnings And Market Competitiveness

The focus on sustainability and efficiency at the Beihai site could enhance market competitiveness and boost net margins.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Hans Sohlstrom rispetto agli utili di Stora Enso Oyj?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

€577m

Mar 31 2026n/an/a

€614m

Dec 31 2025n/an/a

€695m

Sep 30 2025n/an/a

-€5m

Jun 30 2025n/an/a

-€116m

Mar 31 2025n/an/a

-€102m

Dec 31 2024n/an/a

-€136m

Sep 30 2024n/an/a

-€83m

Jun 30 2024n/an/a

-€203m

Mar 31 2024n/an/a

-€467m

Dec 31 2023€1m€290k

-€357m

Sep 30 2023n/an/a

€516m

Jun 30 2023n/an/a

€921m

Mar 31 2023n/an/a

€1b

Dec 31 2022€86kn/a

€2b

Sep 30 2022n/an/a

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022n/an/a

€1b

Dec 31 2021€82kn/a

€1b

Compensazione vs Mercato: Dati insufficienti per stabilire se la retribuzione totale di Hans sia ragionevole rispetto ad aziende di dimensioni simili nel mercato Finnish.

Compensazione vs guadagni: La retribuzione di Hans è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Hans Sohlstrom (62 yo)

2.8yrs
Mandato
€1,159,410
Compensazione

Mr. Hans Sohlström, M.Sc. (Tech.), M. Sc. (Econ.), is Independent Director of Compagnie de Saint-Gobain S.A. from June 5, 2025. He served as an Independent Director of Uponor Oyj since March 17, 2023 until...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Hans Sohlstrom
President & CEO2.8yrs€1.16m0.019%
€ 1.5m
Niclas Rosenlew
Group Chief Financial Officer1.5yrsNessun dato0.0018%
€ 143.5k
Jutta Mikkola
Senior VP & Head of Investor Relations1.2yrsNessun datoNessun dato
Micaela Thorstrom
Executive VP of People & Legal and General Counsel3.3yrsNessun dato0.00021%
€ 16.6k
Anders Bergkvist
Chief Financial Officer of China and Guangxino dataNessun datoNessun dato
Rickard Arnqvist
Senior Vice President of Sourcing Consumer Board & Categoriesno dataNessun datoNessun dato
Johanna Hagelberg
Executive Vice President of Biomaterials Divisionno dataNessun dato0.0056%
€ 445.4k
Liisa Nyyssonen
Senior Vice President of Communications - Stora Enso Paper Division11.1yrsNessun datoNessun dato
Hanne Karrinaho
Head of Financial Communicationno dataNessun datoNessun dato
Satu Harkonen
Head of Communications for Media Relations - Finland & Wood Supply Finland9.1yrsNessun datoNessun dato
Martin Ros
Senior Vice President of Intelligent Packagingno dataNessun datoNessun dato
Seppo Toikka
Head of Strategy & Business Controlling in Wood Products and Acting Head of Wood Products Divisionno dataNessun datoNessun dato
3.0yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di STERV è considerato esperto (durata media dell'incarico 3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jouko Karvinen
Vice Chair of Board of Directorless than a year€2.38mNessun dato
Richard Nilsson
Director12.3yrs€117.00k0.0051%
€ 398.9k
Hakan Buskhe
Chair of Board of Director6.1yrs€132.00k0.0039%
€ 305.9k
Christiane Kuehne
Independent Director9.3yrs€98.00k0.0035%
€ 273.6k
Helena Hedblom
Independent Director5.3yrs€93.00k0.0021%
€ 163.2k
Astrid Hermann
Independent Director3.3yrs€102.00k0.0016%
€ 127.7k
Antti Vasara
Independent Director1.3yrs€102.00k0.00093%
€ 73.3k
Elena Scaltritti
Independent Director1.3yrs€93.00k0.00093%
€ 73.3k
4.3yrs
Durata media
58.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di STERV sono considerati esperti (durata media dell'incarico 4.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/31 03:43
Prezzo dell'azione a fine giornata2026/07/31 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Stora Enso Oyj è coperta da 26 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullABG Sundal Collier
Pallav MittalBarclays
Andres Castanos-MollorBerenberg