Holmen AB (publ)

Report azionario OM:HOLM B

Capitalizzazione di mercato: SEK 47.7b

Holmen Gestione

Criteri Gestione verificati 4/4

Holmen Il CEO è Henrik Sjolund, nominato in Apr2014, e ha un mandato di 12.08 anni. la retribuzione annua totale è SEK 21.41M, composta da 53.2% di stipendio e 46.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.035% delle azioni della società, per un valore di SEK 16.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.3 anni e 9.1 anni.

Informazioni chiave

Henrik Sjolund

Amministratore delegato

SEK 21.4m

Compenso totale

Percentuale dello stipendio del CEO53.24%
Mandato del CEO12.1yrs
Proprietà del CEO0.04%
Durata media del management8.3yrs
Durata media del Consiglio di amministrazione9.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 06

Why Holmen's (STO:HOLM B) Shaky Earnings Are Just The Beginning Of Its Problems

A lackluster earnings announcement from Holmen AB (publ) ( STO:HOLM B ) last week didn't sink the stock price. Our...
Articolo di analisi May 01

Earnings Miss: Holmen AB (publ) Missed EPS By 16% And Analysts Are Revising Their Forecasts

It's shaping up to be a tough period for Holmen AB (publ) ( STO:HOLM B ), which a week ago released some disappointing...
Aggiornamento della narrazione Apr 22

HOLM B: Dividend Stability And Slightly Lower P E Assumptions Will Shape Returns

Analysts have trimmed their Holmen price targets, with the consensus fair value estimate moving from about SEK 362.63 to SEK 355.29. This reflects recent SEK 8 and SEK 7 target cuts from Citi and JPMorgan, as well as updated views on discount rates, revenue growth, profit margins and future P/E.
Aggiornamento della narrazione Apr 08

HOLM B: Dividend And Slightly Lower P E Assumptions Will Guide Future Returns

Holmen's analyst price target has been trimmed slightly, with recent cuts of SEK 7 at JPMorgan and to SEK 330 from SEK 335 at Morgan Stanley, as analysts factor in updated assumptions on revenue growth, margins and future P/E. Analyst Commentary Recent research updates point to a slightly more cautious tone on Holmen, with price targets trimmed at both JPMorgan and Morgan Stanley as assumptions on revenue growth, margins and future P/E are refreshed.
Aggiornamento della narrazione Mar 24

HOLM B: Dividend Proposal And Mixed P E Expectations Will Shape Future Share Performance

Holmen's analyst fair value estimate has edged up from SEK 354 to SEK 362, as analysts factor in slightly adjusted discount rate assumptions, a revised revenue growth profile, and a modestly higher projected profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable with a fair value estimate that sits above the SEK 330 to SEK 335 price targets cited in recent research, which implies some confidence in execution against the revised growth and margin profile used in the valuation model.
Aggiornamento della narrazione Mar 10

HOLM B: Dividend Proposal And Refined Earnings Assumptions Will Help Steady Share Performance

Narrative Update on Holmen The analyst price target for Holmen has been trimmed by about SEK 7 to SEK 354, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins and future P/E to support the change. Analyst Commentary Recent research updates on Holmen focus primarily on valuation resets, with price targets adjusted to reflect updated assumptions on discount rates, revenue expectations, profit margins and future P/E levels.
Aggiornamento della narrazione Feb 24

HOLM B: Softer Outlook And Higher Dividend Are Expected To Balance Share Performance

Analysts have trimmed their price targets for Holmen by about SEK 7 to SEK 330. This reflects slightly softer assumptions on revenue growth and profit margins, while keeping valuation multiples like future P/E broadly in line with prior views.
Aggiornamento della narrazione Feb 10

HOLM B: Trimmed Outlook And Dividend Plans Will Shape Future Share Performance

Holmen's updated analyst price target has been trimmed by about SEK 4, as analysts factor in slightly higher discount rates, along with adjusted assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts still see value support at current levels, even with price targets being trimmed.
Articolo di analisi Feb 04

Holmen AB (publ) (STO:HOLM B) Just Released Its Full-Year Earnings: Here's What Analysts Think

Holmen AB (publ) ( STO:HOLM B ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to...
Aggiornamento della narrazione Jan 26

HOLM B: Fine Tuned Expectations And Mixed Research Views Will Guide Future Performance

Analysts have trimmed their average price target for Holmen by about SEK 3 to roughly SEK 360. This reflects updated assumptions around revenue growth, margins and future P/E, while some recent Street research has moved individual targets, such as a cut to SEK 330.
Articolo di analisi Jan 17

Investors Don't See Light At End Of Holmen AB (publ)'s (STO:HOLM B) Tunnel

With a price-to-earnings (or "P/E") ratio of 19.2x Holmen AB (publ) ( STO:HOLM B ) may be sending bullish signals at...
Aggiornamento della narrazione Jan 11

HOLM B: Share Buybacks And Mixed Research Views Will Shape Future Performance

Holmen's updated fair value estimate has edged to SEK 363.0, a change of SEK 1.11, as analysts factor in slightly adjusted discount rate, revenue growth, profit margin and P/E assumptions alongside recent Street target trims to SEK 330 and SEK 379. Analyst Commentary Recent Street research has nudged Holmen's price targets lower, with one cut to SEK 330 and another to SEK 379.
Aggiornamento della narrazione Dec 14

HOLM B: Share Buybacks And Efficiency Execution Will Shape Future Performance

Analysts have nudged down their price target on Holmen by SEK 20 to SEK 379, reflecting slightly lower long term revenue growth and margin expectations, despite broadly stable valuation multiples. Analyst Commentary Analysts highlight a balanced risk reward profile for Holmen, with the modest price target cut reflecting tempered growth and margin assumptions rather than a fundamental shift in the investment case.
Aggiornamento della narrazione Nov 30

HOLM B: Share Buybacks And Market Caution Will Influence Performance Ahead

Holmen's analyst price target has been adjusted downward by approximately SEK 2.78 to reflect updated market assumptions and more cautious revenue growth projections, according to recent analyst commentary. Analyst Commentary Recent analyst commentary reflects a nuanced outlook on Holmen, as price targets were adjusted downward while maintaining neutral or underweight ratings.
Articolo di analisi Nov 19

These 4 Measures Indicate That Holmen (STO:HOLM B) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione Nov 16

HOLM B: Share Buyback Completion And Market Volatility Will Shape Outlook

Narrative Update on Holmen Analysts have slightly reduced their fair value estimate for Holmen to SEK 369.22. This change reflects recent price target downgrades driven by more cautious near-term growth expectations.
Aggiornamento della narrazione Nov 01

HOLM B: Margin Pressures And Market Adaptation Will Define Coming Performance

Holmen’s fair value estimate was revised downward from SEK 384.44 to SEK 369.33. Analysts cite moderating revenue growth and margin pressures, as reflected in recent price target adjustments by major institutions.
Articolo di analisi Oct 31

Holmen's (STO:HOLM B) Shareholders May Want To Dig Deeper Than Statutory Profit

Holmen AB (publ)'s ( STO:HOLM B ) robust recent earnings didn't do much to move the stock. However the statutory profit...
Articolo di analisi Oct 28

Holmen AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Holmen AB (publ) ( STO:HOLM B ) last week reported its latest quarterly results, which makes it a good time for...
Aggiornamento della narrazione Oct 18

Renewable Materials And Process Automation Will Shape Future Trends

Narrative Update on Holmen Holmen's analyst price target has decreased slightly, moving from SEK 387.22 to SEK 384.44. Analysts cite recent reductions in future revenue growth estimates and a higher discount rate, along with nuanced, cautious commentary from multiple firms.
Aggiornamento della narrazione Oct 04

Renewable Materials And Process Automation Will Shape Future Trends

Analysts have reduced their fair value target for Holmen from SEK 398.13 to SEK 387.22. They cite lower profit margin expectations and modest revenue growth updates as key factors for the adjustment.
Articolo di analisi Sep 25

What Holmen AB (publ)'s (STO:HOLM B) P/E Is Not Telling You

With a median price-to-earnings (or "P/E") ratio of close to 23x in Sweden, you could be forgiven for feeling...
Aggiornamento della narrazione Sep 06

Renewable Materials And Process Automation Will Shape Future Trends

With both Holmen’s discount rate and future P/E remaining virtually flat, the consensus analyst price target for Holmen also remained unchanged at SEK398.12. What's in the News Holmen completed the repurchase of 7,520,887 shares (4.72% of share capital) for SEK 3,071.2 million under its buyback program, including 1,823,238 shares repurchased for SEK 743.88 million between April 1, 2025 and June 30, 2025.
Articolo di analisi Aug 17

Holmen AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

OM:HOLM B 1 Year Share Price vs Fair Value Explore Holmen's Fair Values from the Community and select yours As you...
Articolo di analisi Aug 13

We Think Holmen (STO:HOLM B) Can Stay On Top Of 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...
Articolo di analisi Jul 29

Returns At Holmen (STO:HOLM B) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Articolo di analisi Jul 14

Is Holmen AB (publ) (STO:HOLM B) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Holmen is kr306 based on 2 Stage Free Cash Flow to Equity Holmen's kr377...
Articolo di analisi Jun 13

Investor Optimism Abounds Holmen AB (publ) (STO:HOLM B) But Growth Is Lacking

It's not a stretch to say that Holmen AB (publ)'s ( STO:HOLM B ) price-to-earnings (or "P/E") ratio of 21.1x right now...
User avatar
Nuova narrazione Dec 05

Renewable Energy Upside And Packaging Shift At Braviken Mill Set To Boost Earnings

Strategic investments in higher-value products and niche markets could enhance margins and stabilize pricing power over time.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Henrik Sjolund rispetto agli utili di Holmen?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

SEK 3b

Dec 31 2025n/an/a

SEK 3b

Sep 30 2025n/an/a

SEK 3b

Jun 30 2025n/an/a

SEK 3b

Mar 31 2025n/an/a

SEK 3b

Dec 31 2024SEK 21mSEK 11m

SEK 3b

Sep 30 2024n/an/a

SEK 3b

Jun 30 2024n/an/a

SEK 3b

Mar 31 2024n/an/a

SEK 3b

Dec 31 2023SEK 23mSEK 11m

SEK 4b

Sep 30 2023n/an/a

SEK 4b

Jun 30 2023n/an/a

SEK 5b

Mar 31 2023n/an/a

SEK 6b

Dec 31 2022SEK 17mSEK 10m

SEK 6b

Sep 30 2022n/an/a

SEK 5b

Jun 30 2022n/an/a

SEK 5b

Mar 31 2022n/an/a

SEK 4b

Dec 31 2021SEK 16mSEK 9m

SEK 3b

Sep 30 2021n/an/a

SEK 3b

Jun 30 2021n/an/a

SEK 2b

Mar 31 2021n/an/a

SEK 2b

Dec 31 2020SEK 15mSEK 9m

SEK 2b

Compensazione vs Mercato: La retribuzione totale di Henrik ($USD 2.29M ) è circa la media per le aziende di dimensioni simili nel mercato Swedish ($USD 2.29M ).

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


AMMINISTRATORE DELEGATO

Henrik Sjolund (59 yo)

12.1yrs
Mandato

Mr. Henrik Sjolund is Director of Skanska AB (publ) from March 27, 2024. Mr. Sjolund has been the Chief Executive Officer and President of Holmen Aktiebolag (publ) (also known as Holmen AB) since April 9,...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Henrik Sjolund
President12.1yrsNessun dato0.035%
SEK 16.8m
Stefan Lorehn
Chief Financial Officer1.3yrsNessun dato0.0033%
SEK 1.6m
Henrik Andersson
Senior VP of Legal Affairs & Company Secretary7.2yrsNessun dato0.0049%
SEK 2.3m
Stina Sandell
Senior Vice President of Sustainability & Communications9yrsNessun dato0.0020%
SEK 938.8k
Gunilla Rolander
Senior Vice President of Human Resources11.3yrsNessun dato0.0024%
SEK 1.1m
Soren Petersson
Senior Vice President of Forestno dataNessun dato0.019%
SEK 9.1m
Anders Jernhall
Executive VP1.2yrsSEK 10.58m0.015%
SEK 7.0m
Johan Padel
Head of Wood Products Business Area12.3yrsNessun dato0.0027%
SEK 1.3m
Fredrik Nordqvist
Senior Vice President of Renewable Energyno dataNessun dato0.0014%
SEK 643.3k
Lars Lundin
Senior Vice President of Board & Paper7.6yrsNessun dato0.0061%
SEK 2.9m
Karolina Svensson
Head of Business Development of Wood Productsno dataNessun datoNessun dato
8.3yrs
Durata media
57.5yo
Età media

Gestione esperta: Il team dirigenziale di HOLM B è esperto e expertise (durata media dell'incarico 8.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Henrik Sjolund
President12.1yrsNessun dato0.035%
SEK 16.8m
Fredrik Lundberg
Independent Chairman38.3yrsSEK 910.00k1.09%
SEK 521.6m
Ulf Lundahl
Independent Director22.2yrsSEK 455.00k0.0052%
SEK 2.5m
Fredrik Persson
Independent Director4.2yrsSEK 455.00k0.0020%
SEK 934.0k
Alice Kempe
Independent Director7.1yrsSEK 455.00k0.27%
SEK 130.8m
Eva Louise Lindh
Independent Director16.2yrsSEK 455.00k0.13%
SEK 64.0m
Tommy Asenbrygg
Employee Representative Director11.3yrsNessun dato0.00013%
SEK 61.9k
Henriette Zeuchner
Independent Director11.1yrsSEK 455.00k0.0010%
SEK 495.6k
Stefan Widing
Director1.2yrsSEK 455.00k0.0023%
SEK 1.1m
Ari Aula
Employee Representative Director3.3yrsNessun datoNessun dato
Carina Akerstrom
Independent Director3.2yrsSEK 455.00k0.00041%
SEK 195.4k
John Nyberg
Employee Representative Director2.3yrsNessun datoNessun dato
9.1yrs
Durata media
57.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HOLM B sono considerati esperti (durata media dell'incarico 9.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 17:14
Prezzo dell'azione a fine giornata2026/05/22 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; 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

Holmen AB (publ) è coperta da 18 analisti. 7 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
Ross GilardiBofA Global Research