Billerud Gestione
Criteri Gestione verificati 3/4
Billerud Il CEO è Ivar Vatne, nominato in Jul2023, e ha un mandato di 2.83 anni. la retribuzione annua totale è SEK 12.51M, composta da 69.8% di stipendio e 30.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.021% delle azioni della società, per un valore di SEK 3.31M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 4 anni.
Informazioni chiave
Ivar Vatne
Amministratore delegato
SEK 12.5m
Compenso totale
| Percentuale dello stipendio del CEO | 69.79% |
| Mandato del CEO | 2.8yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 1.9yrs |
| Durata media del Consiglio di amministrazione | 4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • May 07
There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings
Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
Aggiornamento della narrazione • May 05
BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside
Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.Articolo di analisi • May 01
Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report
It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...Aggiornamento della narrazione • Apr 20
BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside
Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.
Aggiornamento della narrazione • Apr 05
BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution
Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.Aggiornamento della narrazione • Mar 22
BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.Aggiornamento della narrazione • Mar 07
BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset
The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.Aggiornamento della narrazione • Feb 21
BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset
Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.Aggiornamento della narrazione • Feb 06
BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs
Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.Articolo di analisi • Jan 30
Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Aggiornamento della narrazione • Jan 23
BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions
Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.Articolo di analisi • Jan 12
Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?
Key Insights The projected fair value for Billerud is kr133 based on 2 Stage Free Cash Flow to Equity Billerud's...Aggiornamento della narrazione • Jan 09
BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows
Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.Aggiornamento della narrazione • Dec 26
BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows
Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.Aggiornamento della narrazione • Dec 12
BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows
Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.Articolo di analisi • Nov 19
We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento della narrazione • Nov 02
BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns
Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.Articolo di analisi • Oct 31
Billerud's (STO:BILL) Earnings Are Weaker Than They Seem
Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...Articolo di analisi • Oct 28
Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Investors in Billerud AB (publ) ( STO:BILL ) had a good week, as its shares rose 7.0% to close at kr89.85 following the...Aggiornamento della narrazione • Oct 18
Accelerating Sustainable Packaging Demand Will Unlock North American Markets
Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.Aggiornamento della narrazione • Oct 04
Accelerating Sustainable Packaging Demand Will Unlock North American Markets
Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.Articolo di analisi • Oct 03
Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Articolo di analisi • Aug 26
Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E
Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now...Articolo di analisi • Jul 22
Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's shaping up to be a tough period for Billerud AB (publ) ( STO:BILL ), which a week ago released some disappointing...Articolo di analisi • May 20
Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50
The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...Articolo di analisi • Apr 30
Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Articolo di analisi • Apr 15
Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...Articolo di analisi • Apr 03
Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)
Despite announcing strong earnings, Billerud AB (publ)'s ( STO:BILL ) stock was sluggish. Our analysis uncovered some...Articolo di analisi • Mar 10
Does Billerud (STO:BILL) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Feb 23
Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market
Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 17.2x might make it look like a buy right now...
Nuova narrazione • Feb 09
Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook
Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.Articolo di analisi • Feb 07
Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts
Billerud AB (publ) ( STO:BILL ) just released its yearly report and things are looking bullish. Billerud beat earnings...Articolo di analisi • Dec 17
Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Articolo di analisi • Nov 28
Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Billerud fair value estimate is kr126 Billerud is estimated to...Articolo di analisi • Aug 31
Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Articolo di analisi • May 21
Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Articolo di analisi • Apr 27
Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report
Billerud AB (publ) ( STO:BILL ) defied analyst predictions to release its first-quarter results, which were ahead of...Articolo di analisi • Apr 26
Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year
Billerud AB (publ) ( STO:BILL ) has announced that on 28th of May, it will be paying a dividend ofSEK2.00, which a...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | SEK 77m |
| Dec 31 2025 | SEK 13m | SEK 9m | SEK 711m |
| Sep 30 2025 | n/a | n/a | SEK 1b |
| Jun 30 2025 | n/a | n/a | SEK 2b |
| Mar 31 2025 | n/a | n/a | SEK 2b |
| Dec 31 2024 | SEK 15m | SEK 8m | SEK 2b |
| Sep 30 2024 | n/a | n/a | SEK 611m |
| Jun 30 2024 | n/a | n/a | SEK 702m |
| Mar 31 2024 | n/a | n/a | SEK 158m |
| Dec 31 2023 | SEK 5m | SEK 3m | SEK 484m |
Compensazione vs Mercato: La retribuzione totale di Ivar ($USD 1.34M ) è circa la media per le aziende di dimensioni simili nel mercato Swedish ($USD 1.19M ).
Compensazione vs guadagni: La retribuzione di Ivar è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Ivar Vatne (47 yo)
2.8yrs
Mandato
SEK 12,511,000
Compensazione
Mr. Ivar Vatne is Director of Yara International ASA from May 12, 2026. Mr. Vatne was Executive Vice President at Billerud AB (publ) (Billerud Aktiebolag (formerly known as BillerudKorsns AB (publ))) since...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President & CEO | 2.8yrs | SEK 12.51m | 0.021% SEK 3.3m | |
| Chief Financial Officer | 2.8yrs | Nessun dato | 0.0039% SEK 626.0k | |
| Head of Investor Relations & Director Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Legal & Strategic Projects | no data | Nessun dato | 0.0047% SEK 745.5k | |
| Executive Vice President of HR | 9.3yrs | Nessun dato | 0.0084% SEK 1.3m | |
| Head of Press | no data | Nessun dato | Nessun dato | |
| SVP Operations of Billerud Europe | 1.3yrs | Nessun dato | 0.0098% SEK 1.6m | |
| Head of Media Relations | 2.1yrs | Nessun dato | Nessun dato | |
| President of North America | 1.7yrs | Nessun dato | 0.0072% SEK 1.1m | |
| President of Billerud Europe | 1yr | Nessun dato | 0.000010% SEK 1.6k | |
| Executive Vice President of Sustainability & Public Affairs | less than a year | Nessun dato | 0.0020% SEK 320.2k | |
| Deputy President of North America | no data | Nessun dato | 0.0010% SEK 167.3k |
1.9yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di BILL non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Director | 4yrs | SEK 760.00k | 0.020% SEK 3.2m | |
| Independent Director | 2yrs | SEK 625.00k | 0.0016% SEK 262.8k | |
| Independent Chairman of the Board | 6yrs | SEK 1.88m | 0.020% SEK 3.2m | |
| Director | 1yr | SEK 625.00k | 0.00097% SEK 154.5k | |
| Director | 4yrs | SEK 905.00k | 0.00080% SEK 127.4k | |
| Independent Director | 9yrs | SEK 655.00k | 0.0023% SEK 360.0k | |
| Independent Director | 3yrs | SEK 760.00k | 0.0043% SEK 685.0k | |
| Employee Representative Director | 9.3yrs | Nessun dato | Nessun dato | |
| Deputy Director | 9.3yrs | Nessun dato | Nessun dato | |
| Director | 1.3yrs | Nessun dato | 0.000050% SEK 8.0k |
4.0yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BILL sono considerati esperti (durata media dell'incarico 4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 04:35 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 guide su come utilizzare i nostri report e 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
Billerud AB (publ) è coperta da 13 analisti. 6 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.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| Patrick Langstrom | ABG Sundal Collier Sponsored |
| Justin Jordan | BNP Paribas |