UPM-Kymmene Oyj（UPM）株式概要
UPM-キュンメネ社（UPM-Kymmene Oyj）は、その子会社とともに、ヨーロッパ、北米、アジア、および国際的な森林ベースのバイオ産業に従事している。 詳細
UPM Community Fair Values
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Analyst Price Targets
UPM-Kymmene Oyj 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €22.78 |
| 52週高値 | €27.94 |
| 52週安値 | €21.72 |
| ベータ | 0.22 |
| 1ヶ月の変化 | -2.86% |
| 3ヶ月変化 | -10.00% |
| 1年変化 | -7.51% |
| 3年間の変化 | -23.35% |
| 5年間の変化 | -34.22% |
| IPOからの変化 | 193.98% |
最新ニュース
ナラティブ更新 • Aug 07
UPM: Wood Cost Relief And Plywood Spinoff Will Not Resolve Earnings Risk
Analysts have trimmed the fair value estimate for UPM-Kymmene Oyj by around €0.60 per share to about €18.79. This reflects lower published price targets alongside revised assumptions for revenue growth, margins and future P/E multiples.
ナラティブ更新 • Jul 24
UPM: Spinoffs And Joint Venture Moves Will Unlock Future Upside Potential
Analysts have reduced the fair value estimate for UPM-Kymmene Oyj to €30.00 from €32.00, reflecting recent cuts to Street price targets and updated assumptions around discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on UPM-Kymmene Oyj shows a split view, with some firms turning more cautious on the stock while others see room for upside based on company specific drivers and valuation.ナラティブ更新 • Jul 02
UPM: Lower Wood Costs And Spinoffs Will Struggle To Justify Current Price
Analysts have nudged the fair value estimate for UPM-Kymmene Oyj slightly higher to €19.40 from €19.00, reflecting updated views on input costs, planned spinoffs, and valuation assumptions following recent Street price target revisions. Analyst Commentary on UPM-Kymmene Oyj Recent Street research on UPM-Kymmene Oyj shows a split in views, with some banks highlighting potential benefits from lower Nordic wood costs and planned spinoffs, while others flag valuation and execution risks.Recent updates
ナラティブ更新 • Aug 07
UPM: Wood Cost Relief And Plywood Spinoff Will Not Resolve Earnings Risk
Analysts have trimmed the fair value estimate for UPM-Kymmene Oyj by around €0.60 per share to about €18.79. This reflects lower published price targets alongside revised assumptions for revenue growth, margins and future P/E multiples.ナラティブ更新 • Jul 24
UPM: Spinoffs And Joint Venture Moves Will Unlock Future Upside Potential
Analysts have reduced the fair value estimate for UPM-Kymmene Oyj to €30.00 from €32.00, reflecting recent cuts to Street price targets and updated assumptions around discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on UPM-Kymmene Oyj shows a split view, with some firms turning more cautious on the stock while others see room for upside based on company specific drivers and valuation.ナラティブ更新 • Jul 02
UPM: Lower Wood Costs And Spinoffs Will Struggle To Justify Current Price
Analysts have nudged the fair value estimate for UPM-Kymmene Oyj slightly higher to €19.40 from €19.00, reflecting updated views on input costs, planned spinoffs, and valuation assumptions following recent Street price target revisions. Analyst Commentary on UPM-Kymmene Oyj Recent Street research on UPM-Kymmene Oyj shows a split in views, with some banks highlighting potential benefits from lower Nordic wood costs and planned spinoffs, while others flag valuation and execution risks.分析記事 • Jun 18
UPM Kymmene Oyj (HLSE:UPM) Stock Could Be 26.9% Overvalued After Pulp Mill Shutdowns
UPM-Kymmene Oyj (HLSE:UPM) has announced a temporary six week shutdown of its Kaukas pulp mill from 3 August 2026, with a potential similar measure at Pietarsaari planned for October. See our latest analysis for UPM-Kymmene Oyj. Against the backdrop of these planned pulp mill shutdowns, UPM-Kymmene Oyj’s share price has eased in recent months, with a 30 day share price return of down 5.89% and year to date share price return of down 4.06%. In comparison, the 1 year total shareholder return of...
ナラティブ更新 • Jun 18
UPM: Future Returns Will Depend On Wood Costs Spinoffs And Paper JV Execution
UPM-Kymmene Oyj's updated analyst price target of €26.27, a change of about €0.33 from the prior €25.94 fair value estimate, reflects mixed research views, as some analysts trim targets while others highlight potential benefits from lower Nordic wood costs and planned spinoffs. Analyst Commentary Recent Street research on UPM-Kymmene Oyj shows a split view, with some analysts leaning positive on the stock's medium term prospects and others more cautious on execution risks and valuation levels.ナラティブ更新 • Jun 03
UPM: Future Returns Will Hinge On 2026 Cost Actions And Paper JV Execution
Analysts have trimmed their average price target for UPM-Kymmene Oyj to about €25.94 from roughly €25.81, reflecting recent target cuts from several banks along with updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research suggests the analyst community is split between cautious optimism and a more guarded stance on UPM-Kymmene Oyj, with several high profile firms adjusting price targets and ratings as new information on costs and valuation assumptions comes through.分析記事 • May 04
UPM-Kymmene Oyj Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
The quarterly results for UPM-Kymmene Oyj ( HEL:UPM ) were released last week, making it a good time to revisit its...ナラティブ更新 • Apr 22
UPM: Future Returns Will Reflect 2026 Cost Savings And Execution Risk Balancing
Narrative Update The updated analyst price target for UPM-Kymmene has edged down by about €0.32, as analysts factor in slightly higher discount rates, modestly adjusted revenue growth expectations, a small change in forecast P/E, and recent research that includes a lower target from JPMorgan, a neutral initiation, and a Hold upgrade with a €22.50 target citing meaningful 2026 cost improvements. Analyst Commentary Recent research on UPM-Kymmene Oyj points to a mix of caution and guarded optimism, with price targets and ratings shifting around updated assumptions on cost improvements and execution risk.ナラティブ更新 • Apr 07
UPM: Future Returns Will Balance 2026 Cost Savings And Execution Risks
Analysts have nudged the fair value estimate for UPM-Kymmene slightly higher to €26.13, reflecting updated assumptions on discount rates, modestly stronger long term revenue and margin expectations, and recent research that includes a trimmed price target from one bank, a neutral initiation, and an upgrade to Hold with a higher €22.50 target, citing meaningful 2026 cost improvements. Analyst Commentary Recent research on UPM-Kymmene points to a mixed but constructive tone, with adjustments to price targets and ratings feeding into a slightly higher fair value estimate of €26.13.ナラティブ更新 • Mar 24
UPM: Future Returns Will Reflect Cost Efficiencies And Execution Uncertainties
Analysts have made only a marginal adjustment to UPM-Kymmene Oyj's fair value estimate to €26.12, reflecting slightly different assumptions on growth, margins and future P/E. Recent research highlights meaningful cost improvements into 2026 and mixed price target moves, including the upgrade to Hold with a €22.50 target and a separate €0.30 reduction from another firm.ナラティブ更新 • Mar 09
UPM: Future Returns Will Reflect Fine Tuned Assumptions And Execution Risks
Narrative Update Analysts now see UPM-Kymmene’s fair value edging up by about €0.21 per share to €26.14, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples following recent price target revisions such as JPMorgan’s €0.30 cut. Analyst Commentary Recent commentary circles around how the latest €0.30 cut in the price target fits with the updated fair value of €26.14 per share, and what that implies for execution risk and upside potential from here.ナラティブ更新 • Feb 23
UPM: Future Returns Will Reflect Fine Tuned Assumptions And Capacity Actions
Narrative Update Analysts have trimmed their price target on UPM-Kymmene Oyj by about €0.10, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E after recent research updates such as the €0.30 target cut cited by JPMorgan. Analyst Commentary Recent research, including the €0.30 target cut at JPMorgan, points to a modest recalibration rather than a wholesale shift in how the market views UPM-Kymmene Oyj.ナラティブ更新 • Feb 08
UPM: Future Returns Will Reflect Pulp Prices And Capacity Restructuring
Narrative Update Analysts have trimmed their price target for UPM-Kymmene Oyj by about €0.03, citing slightly more conservative assumptions on discount rates and revenue growth. The revised target still reflects firm profit margin expectations, future P/E considerations, and recent target cuts and rating changes from the Street.ナラティブ更新 • Jan 24
UPM: Future Returns Will Reflect Pulp Prices And Paper Mill Actions
Analysts have inched their fair value estimate for UPM-Kymmene up to €26.07 from €25.81, as recent price target cuts from €28.50 to €27.50 and from €26.70 to €26.20 and a downgrade to Equal Weight are paired with slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research on UPM-Kymmene shows a mix of optimism on execution and value, alongside caution around catalysts and near term momentum.ナラティブ更新 • Jan 09
UPM: Future Returns Will Hinge On Pulp Prices And Mill Restructuring
Analysts have raised their fair value estimate for UPM-Kymmene slightly to about €25.81 and lowered their price targets, as they incorporate more cautious assumptions on revenue growth, profit margins and future P/E multiples following a series of reduced Street targets between €22 and €27.50. Analyst Commentary Recent Street research on UPM-Kymmene Oyj has tilted more cautious on near term upside, even as some firms maintain constructive views on the shares.ナラティブ更新 • Dec 26
UPM: Future Returns Will Depend On Pulp Markets And Mill Restructuring Outcomes
Analysts have trimmed their price target on UPM Kymmene slightly, with fair value edging down by about EUR 0.12 to reflect a modestly lower long term revenue growth and profit margin outlook, as well as reduced pulp price driven upside. Analyst Commentary Recent Street research on UPM Kymmene reflects a more balanced risk reward profile, with adjustments to both ratings and price targets as analysts reassess pulp price leverage and the pace of earnings recovery.ナラティブ更新 • Dec 11
UPM: Future Returns Will Depend On Pulp Prices And Project Execution Stability
Analysts have trimmed their price target for UPM-Kymmene Oyj by approximately EUR 0.12 to reflect a slightly higher discount rate and marginally softer long term revenue growth expectations, even as profit margin and future P/E assumptions remain broadly stable. Analyst Commentary Recent Street research on UPM-Kymmene reflects a more nuanced stance, with several price target cuts but still a mix of constructive and cautious views on the company’s risk or reward profile.ナラティブ更新 • Nov 27
UPM: Future Performance Will Depend On Pulp Price Recovery And Execution
The analyst price target for UPM-Kymmene Oyj has been revised slightly lower from EUR 26.25 to EUR 25.91, as analysts cite the absence of a strong catalyst in the absence of a sustained pulp price recovery and recent downward adjustments across the Street. Analyst Commentary Recent Street research on UPM-Kymmene Oyj reflects a mixed outlook, with both optimism and caution among analysts.ナラティブ更新 • Nov 12
UPM: Near-Term Market Challenges And Execution Will Shape Performance Outlook
The analyst price target for UPM-Kymmene Oyj has been modestly reduced by EUR 0.48 to EUR 26.25, as analysts cite slightly lower expectations for revenue growth and profit margins. Analyst Commentary Analyst sentiment towards UPM-Kymmene Oyj has been mixed in recent updates, reflecting a nuanced outlook on the company’s near-term prospects.ナラティブ更新 • Oct 29
Biofuels And Operational Discipline Will Drive Long-Term Upside Potential
Analysts have slightly reduced their average price target for UPM-Kymmene Oyj from €27.13 to €26.73, citing adjustments to growth outlook and profit margin forecasts. Analyst Commentary Analyst opinions on UPM-Kymmene Oyj remain divided, as recent changes to price targets reflect a combination of optimism about the company's positioning and caution regarding the evolving market environment.ナラティブ更新 • Aug 30
Leuna Biorefinery And Biofuels Will Drive A Sustainable Future
Analysts have slightly lowered their price target for UPM-Kymmene Oyj to €26.99, citing reduced near-term pulp price expectations and persistent demand uncertainty, while maintaining a generally positive long-term outlook. Analyst Commentary Bullish analysts note a downgrade in near-term pulp price expectations, which impacts earnings outlook across the paper and packaging sector.分析記事 • Aug 28
UPM-Kymmene Oyj (HEL:UPM) May Have Issues Allocating Its Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
新しいナラティブ • Nov 09
Innovative Strategies And Green Solutions Propel Future Growth Amidst Market Uncertainty
Optimization in Uruguay and leveraging advanced materials could boost UPM's profitability and revenue growth amid rising demand for CO2-free energy.株主還元
| UPM | FI Forestry | FI 市場 | |
|---|---|---|---|
| 7D | -1.9% | -2.7% | 3.1% |
| 1Y | -7.5% | -7.4% | 25.5% |
業界別リターン: UPM過去 1 年間で-7.4 % のリターンをもたらしたFinnish Forestry業界と一致しました。
リターン対市場: UPMは、過去 1 年間で25.5 % のリターンを上げたFinnish市場を下回りました。
価格変動
| UPM volatility | |
|---|---|
| UPM Average Weekly Movement | 3.2% |
| Forestry Industry Average Movement | 3.5% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in FI Market | 8.0% |
| 10% least volatile stocks in FI Market | 2.7% |
安定した株価: UPM 、 Finnish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: UPMの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1871 | 13,665 | Massimo Reynaudo | www.upm.com |
UPM-Kymmene Oyj はその子会社とともに、欧州、北米、アジア、および国際的な森林ベースのバイオインダストリー事業に従事している。UPMファイバー、UPMエネルギー、UPMラフラタック、UPM特殊紙、UPMコミュニケーション紙、UPM合板、その他事業部門を通じて事業を展開している。同社は、ティッシュペーパー、特殊紙、グラフィック紙、パッケージング向けに針葉樹、バーチ材、ユーカリパルプを、建具、パッケージング、家具、プランニング、建設業界向けに製材を、輸送や石油化学業界向けに木材ベースの再生可能ディーゼルや再生可能ナフサを提供している。また、水力発電所、火力発電所、原子力発電所による発電も行っている。さらに同社は、食品、飲料、パーソナルケア、医薬品、物流分野におけるブランディング・プロモーション、情報、機能性ラベリング用の自己粘着性ラベル材料、ラベリング・包装材料、およびラベリング、商業用シリコンライジング、包装、事務用、印刷、広告、出版、家庭用の事務用紙・グラフィック用紙を提供している。さらに、建築、車両床材、液化天然ガス造船、寄木細工製造、その他の産業用途向けの合板および単板製品、森林投資家および森林所有者向けの木材および木質バイオマス、林業サービス、臨床およびライフサイエンス用途向けのナノフィブリルセルロースなどのバイオメディカル製品、産業用途向けの木質系リグニン製品、化石系原料を代替する木質系バイオケミカル、UPM ProFiデッキ製品およびUPM formi顆粒を提供している。また、財務ポートフォリオ管理サービスも提供している。同社は流通業者や産業ユーザー、出版社、カタログ業者、小売業者、印刷会社、商社、コンバーター、ラベル原紙メーカー、ラベル印刷業者、ブランドオーナー、ティッシュ、ボード、特殊紙、グラフィック紙のメーカーにサービスを提供している。UPM-Kymmene Oyj は1871 年に設立され、本社はフィンランドのヘルシンキにある。
UPM-Kymmene Oyj 基礎のまとめ
| UPM 基礎統計学 | |
|---|---|
| 時価総額 | €12.01b |
| 収益（TTM） | €624.00m |
| 売上高(TTM) | €9.52b |
19.3x
PER（株価収益率1.3x
P/SレシオUPM は割高か？
公正価値と評価分析を参照収益と収入
| UPM 損益計算書（TTM） | |
|---|---|
| 収益 | €9.52b |
| 売上原価 | €8.36b |
| 売上総利益 | €1.16b |
| その他の費用 | €536.00m |
| 収益 | €624.00m |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 28, 2026
| 一株当たり利益（EPS） | 1.18 |
| グロス・マージン | 12.18% |
| 純利益率 | 6.55% |
| 有利子負債／自己資本比率 | 37.6% |
UPM の長期的なパフォーマンスは？
過去の実績と比較を見る| UPM-Kymmene Oyj 配当日 | |
|---|---|
| 配当落ち日 | Oct 29 2026 |
| 配当支払日 | Nov 06 2026 |
| 配当落ちまでの日数 | 71 days |
| 配当支払日までの日数 | 79 days |
UPM 配当は確実ですか？
UPM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/18 22:56 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
UPM-Kymmene Oyj 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Pallav Mittal | Barclays |
| Ramchandra Kamath | Barclays |