Beijer Ref AB (publ)

Report azionario OM:BEIJ B

Capitalizzazione di mercato: SEK 66.2b

Beijer Ref Dividendi e riacquisti

Criteri Dividendo verificati 3/6

Beijer Ref è una società che paga dividendi con un rendimento attuale di 1.16% ben coperto dagli utili. La prossima data di pagamento è il 30th October, 2026 con una data di stacco della cedola di 26th October, 2026.

Informazioni chiave

1.2%

Rendimento del dividendo

-0.04%

Rendimento del riacquisto

Rendimento totale per gli azionisti1.1%
Rendimento futuro dei dividendi1.5%
Crescita dei dividendi9.5%
Prossima data di pagamento dei dividendi30 Oct 26
Data di stacco del dividendo26 Oct 26
Dividendo per azionen/a
Rapporto di remunerazione33%

Aggiornamenti recenti su dividendi e riacquisti

Articolo di analisi Feb 15

Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75

Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...

Recent updates

Aggiornamento della narrazione Jun 22

BEIJ B: U.S. Consolidation Platform And Inflationary Backdrop Will Support Future Upside

Analysts have trimmed their consolidated fair value estimate for Beijer Ref to around SEK 160 from about SEK 162, reflecting slightly adjusted assumptions on discount rates and growth. The latest research also points to potential benefits from an inflationary backdrop and the company’s U.S. consolidation platform.
Aggiornamento della narrazione Jun 08

BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential

Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.
Aggiornamento della narrazione May 25

BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside

The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.
Nuova narrazione Apr 28

Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance

Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?
Articolo di analisi Apr 26

Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...
Aggiornamento della narrazione Apr 23

BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential

Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
Nuova narrazione Apr 14

Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power

Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Apr 09

BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential

Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).
Articolo di analisi Apr 09

Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Aggiornamento della narrazione Mar 26

BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook

Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.
Aggiornamento della narrazione Mar 05

BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook

Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).
Aggiornamento della narrazione Feb 18

BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook

Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.
Articolo di analisi Feb 15

Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75

Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...
Articolo di analisi Feb 04

Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report

Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
Nuova narrazione Feb 03

The Green Consolidator

1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.
Aggiornamento della narrazione Feb 03

BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook

Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).
Articolo di analisi Jan 28

Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...
Articolo di analisi Jan 14

Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?

While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...
Articolo di analisi Dec 21

Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Articolo di analisi Nov 14

Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...
Articolo di analisi Oct 29

Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...
Articolo di analisi Oct 13

Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi Sep 29

Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...
Aggiornamento della narrazione Sep 17

Sustainable Refrigerants Will Expand Global HVACR Markets

Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.
Articolo di analisi Sep 17

Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70

Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...
Articolo di analisi Sep 03

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...
Articolo di analisi Aug 28

At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?

Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...
Articolo di analisi Aug 01

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...
Articolo di analisi Jul 23

Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...
Articolo di analisi Jul 15

Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

With a price-to-earnings (or "P/E") ratio of 34x Beijer Ref AB (publ) ( STO:BEIJ B ) may be sending bearish signals at...
User avatar
Nuova narrazione Nov 28

Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges

Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.

Prossimo pagamento dei dividendi

OggiJun 23 2026Data di stacco del dividendoOct 26 2026Data di pagamento dei dividendiOct 30 20264 days da Ex DividendoAcquistare nel prossimo 124 days per ricevere il dividendo in arrivo

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I pagamenti dei dividendi di BEIJ B sono stati volatili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di BEIJ B sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

Beijer Ref Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di BEIJ B rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (BEIJ B)1.2%
Fondo del 25% del mercato (SE)1.9%
Top 25% del mercato (SE)4.2%
Media del settore (Trade Distributors)1.1%
Analista previsionale (BEIJ B) (fino a 3 anni)1.5%

Dividendo notevole: Il dividendo di BEIJ B ( 1.16% ) non è degno di nota rispetto al 25% inferiore dei pagatori di dividendi nel mercato Swedish ( 1.87% ).

Dividendo elevato: Il dividendo di BEIJ B ( 1.16% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato Swedish ( 4.25%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Grazie al suo payout ratio ( 32.7% ) ragionevolmente basso, i pagamenti dei dividendi di BEIJ B sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Grazie al suo basso cash payout ratio ( 20.8% ), i pagamenti dei dividendi di BEIJ B sono ben coperti dai flussi di cassa.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/23 23:35
Prezzo dell'azione a fine giornata2026/06/23 00:00
Utili2026/03/31
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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

Beijer Ref AB (publ) è coperta da 20 analisti. 8 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
Rajesh PatkiBarclays
Gerhard OrgonasBerenberg