Bouvet（0HDU）株式概要Bouvet ASAは、ノルウェー、スウェーデン、および国際的な公共部門および民間部門向けに、情報技術およびデジタル・コミュニケーションの分野でコンサルタント・サービスを提供している。 詳細0HDU ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より42.6%で取引されている 収益は年間7.4%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析6.34%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見る0HDU Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNOK Current PriceNOK 47.5016.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue NOK 5.2bEarnings NOK 452.3mAdvancedSet Fair ValueView all narrativesBouvet ASA 競合他社Kainos GroupSymbol: LSE:KNOSMarket cap: UK£962.5mFDM Group (Holdings)Symbol: LSE:FDMMarket cap: UK£115.2mMade Tech GroupSymbol: AIM:MTECMarket cap: UK£59.8mTriad GroupSymbol: LSE:TRDMarket cap: UK£49.7m価格と性能株価の高値、安値、推移の概要Bouvet過去の株価現在の株価NOK 47.5052週高値NOK 81.3552週安値NOK 44.50ベータ0.341ヶ月の変化-12.04%3ヶ月変化-6.31%1年変化-40.55%3年間の変化-30.15%5年間の変化-25.31%IPOからの変化286.18%最新ニュースUpcoming Dividend • May 08Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 27 May 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 96% respectively. Trailing yield: 5.8%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.7%).Reported Earnings • Apr 17Full year 2025 earnings released: EPS: kr3.49 (vs kr3.72 in FY 2024)Full year 2025 results: EPS: kr3.49 (down from kr3.72 in FY 2024). Revenue: kr3.91b (flat on FY 2024). Net income: kr358.7m (down 6.5% from FY 2024). Profit margin: 9.2% (in line with FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr48.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 9.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr73.26 per share.Declared Dividend • Feb 16Dividend of kr3.00 announcedDividend of kr3.00 is the same as last year. Ex-date: 15th May 2026 Payment date: 27th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 13Bouvet ASA Proposes Cash Dividend for the Financial Year 2025, Payment Date Is 27 May 2026The Board of Directors of Bouvet ASA has decided to propose a cash dividend of NOK 3.00 per share for the financial year 2025. The formal dividend resolution will be made at the company's Annual General Meeting, which will be held on 13 May 2026. Ex-date: 15 May 2026; Record date: 18 May 2026; Payment date: 27 May 2026; Date of approval: 13 May 2026.お知らせ • Feb 04Bouvet ASA to Report Fiscal Year 2025 Results on Apr 15, 2026Bouvet ASA announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Apr 15, 2026最新情報をもっと見るRecent updatesUpcoming Dividend • May 08Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 27 May 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 96% respectively. Trailing yield: 5.8%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.7%).Reported Earnings • Apr 17Full year 2025 earnings released: EPS: kr3.49 (vs kr3.72 in FY 2024)Full year 2025 results: EPS: kr3.49 (down from kr3.72 in FY 2024). Revenue: kr3.91b (flat on FY 2024). Net income: kr358.7m (down 6.5% from FY 2024). Profit margin: 9.2% (in line with FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr48.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 9.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr73.26 per share.Declared Dividend • Feb 16Dividend of kr3.00 announcedDividend of kr3.00 is the same as last year. Ex-date: 15th May 2026 Payment date: 27th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 13Bouvet ASA Proposes Cash Dividend for the Financial Year 2025, Payment Date Is 27 May 2026The Board of Directors of Bouvet ASA has decided to propose a cash dividend of NOK 3.00 per share for the financial year 2025. The formal dividend resolution will be made at the company's Annual General Meeting, which will be held on 13 May 2026. Ex-date: 15 May 2026; Record date: 18 May 2026; Payment date: 27 May 2026; Date of approval: 13 May 2026.お知らせ • Feb 04Bouvet ASA to Report Fiscal Year 2025 Results on Apr 15, 2026Bouvet ASA announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Apr 15, 2026Buy Or Sell Opportunity • Jan 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to kr58.00. The fair value is estimated to be kr73.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.お知らせ • Dec 17Bouvet ASA, Annual General Meeting, May 13, 2026Bouvet ASA, Annual General Meeting, May 13, 2026.お知らせ • Dec 16+ 2 more updatesBouvet ASA to Report Q1, 2026 Results on May 13, 2026Bouvet ASA announced that they will report Q1, 2026 results on May 13, 2026Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: kr0.68 (vs kr0.76 in 3Q 2024)Third quarter 2025 results: EPS: kr0.68 (down from kr0.76 in 3Q 2024). Revenue: kr870.5m (flat on 3Q 2024). Net income: kr70.1m (down 10.0% from 3Q 2024). Profit margin: 8.1% (down from 8.9% in 3Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to kr58.60. The fair value is estimated to be kr74.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.お知らせ • Oct 06Bouvet ASA to Report Q4, 2025 Results on Feb 13, 2026Bouvet ASA announced that they will report Q4, 2025 results on Feb 13, 2026Reported Earnings • Aug 27Second quarter 2025 earnings released: EPS: kr0.93 (vs kr1.01 in 2Q 2024)Second quarter 2025 results: EPS: kr0.93 (down from kr1.01 in 2Q 2024). Revenue: kr968.7m (down 3.2% from 2Q 2024). Net income: kr95.7m (down 8.3% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • May 22First quarter 2025 earnings released: EPS: kr1.17 (vs kr1.02 in 1Q 2024)First quarter 2025 results: EPS: kr1.17 (up from kr1.02 in 1Q 2024). Revenue: kr1.07b (up 5.8% from 1Q 2024). Net income: kr121.0m (up 15% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.お知らせ • May 07+ 2 more updatesBouvet ASA Appoints Linda Vigdel as Board MemberBouvet ASA at it AGM held on 7 May 2025, approved appointment of Linda Vigdel as Newly elected board members for one year.Upcoming Dividend • May 02Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 20 May 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (3.3%).Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.3% to kr76.70. The fair value is estimated to be kr63.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.Recent Insider Transactions • Apr 19Independent Director recently sold kr23m worth of stockOn the 14th of April, Egil Dahl sold around 300k shares on-market at roughly kr75.70 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr47m more than they bought in the last 12 months.Reported Earnings • Apr 14Full year 2024 earnings released: EPS: kr3.72 (vs kr3.15 in FY 2023)Full year 2024 results: EPS: kr3.72 (up from kr3.15 in FY 2023). Revenue: kr3.92b (up 11% from FY 2023). Net income: kr383.4m (up 18% from FY 2023). Profit margin: 9.8% (in line with FY 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 27Bouvet ASA (OB:BOUV) announces an Equity Buyback for 1,000,000 shares, for NOK 90 million.Bouvet ASA (OB:BOUV) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares for NOK 90 million. The repurchased shares will be used in its share program for employees. The program will end no later than October 10, 2025. As of February 25, 2025, the company has 318,632 shares in treasury.Reported Earnings • Feb 19Full year 2024 earnings released: EPS: kr3.72 (vs kr3.15 in FY 2023)Full year 2024 results: EPS: kr3.72 (up from kr3.15 in FY 2023). Revenue: kr3.92b (up 11% from FY 2023). Net income: kr383.4m (up 18% from FY 2023). Profit margin: 9.8% (in line with FY 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 13Bouvet ASA, Annual General Meeting, May 07, 2025Bouvet ASA, Annual General Meeting, May 07, 2025.お知らせ • Dec 12+ 2 more updatesBouvet ASA to Report Q1, 2025 Results on May 21, 2025Bouvet ASA announced that they will report Q1, 2025 results on May 21, 2025Buy Or Sell Opportunity • Dec 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to kr73.60. The fair value is estimated to be kr60.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Buy Or Sell Opportunity • Nov 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to kr75.30. The fair value is estimated to be kr61.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: kr0.76 (vs kr0.61 in 3Q 2023)Third quarter 2024 results: EPS: kr0.76 (up from kr0.61 in 3Q 2023). Revenue: kr878.5m (up 13% from 3Q 2023). Net income: kr77.9m (up 23% from 3Q 2023). Profit margin: 8.9% (up from 8.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Sep 25Director recently sold kr513k worth of stockOn the 20th of September, Sverre Hurum sold around 8k shares on-market at roughly kr68.35 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth kr21m. Insiders have been net sellers, collectively disposing of kr34m more than they bought in the last 12 months.Recent Insider Transactions • Aug 30Director recently sold kr2.0m worth of stockOn the 27th of August, Sverre Hurum sold around 30k shares on-market at roughly kr67.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr12m more than they bought in the last 12 months.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: kr1.01 (vs kr0.67 in 2Q 2023)Second quarter 2024 results: EPS: kr1.01 (up from kr0.67 in 2Q 2023). Revenue: kr1.00b (up 20% from 2Q 2023). Net income: kr104.4m (up 50% from 2Q 2023). Profit margin: 10% (up from 8.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 20Bouvet ASA to Report Q2, 2024 Results on Aug 27, 2024Bouvet ASA announced that they will report Q2, 2024 results on Aug 27, 2024Recent Insider Transactions • Jun 23Director recently sold kr633k worth of stockOn the 17th of June, Sverre Hurum sold around 10k shares on-market at roughly kr63.29 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr9.9m more than they bought in the last 12 months.お知らせ • Jun 05+ 1 more updateBouvet ASA Announces CFO Changes, Effective 1 September 2024Bouvet CFO Trude Hole is taking up a new role as compliance and organisation director, with responsibility for the group’s compliance functions and related organisational development and change projects. Hole will retain her current responsibilities related to ESG and sustainability. Steffen Garder will take over as CFO, joining the group from the role of CFO at Sweco Norge. Garder has extensive experience from the consulting and advisory services industry, as well as many years’ financial management, finance and accounting experience from companies similar to Bouvet. Trude Hole and Steffen Garder will take up their new posts on 1 September 2024.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Director Sverre Hurum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 23+ 1 more updateBouvet ASA Announces Committee ChangesBouvet ASA announced that at its AGM held on 22 May 2024, the shareholders adopted a resolution as proposed to elect members of the nomination committee, and the nomination committee is therefore composed of the following persons: Erik Stubø chair (remaining period of service: two years), Jørgen Stenshagen member (remaining period of service: one year), Marius Heyerdahl member (remaining period of service: two years).Upcoming Dividend • May 16Upcoming dividend of kr2.60 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.5%).Reported Earnings • Apr 28Full year 2023 earnings released: EPS: kr3.15 (vs kr3.06 in FY 2022)Full year 2023 results: EPS: kr3.15 (up from kr3.06 in FY 2022). Revenue: kr3.53b (up 14% from FY 2022). Net income: kr325.4m (up 3.1% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock has risen 10% to kr62.50. The fair value is estimated to be kr78.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.Declared Dividend • Feb 25Final dividend of kr2.60 announcedShareholders will receive a dividend of kr2.60. Ex-date: 23rd May 2024 Payment date: 7th June 2024 Dividend yield will be 5.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 17Full year 2023 earnings released: EPS: kr3.15 (vs kr3.06 in FY 2022)Full year 2023 results: EPS: kr3.15 (up from kr3.06 in FY 2022). Revenue: kr3.53b (up 14% from FY 2022). Net income: kr325.4m (up 3.1% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom.お知らせ • Feb 16Bouvet ASA Proposes Payment of Cash Dividend for the Financial Year 2023, Payable on June 7, 2024The board of directors of Bouvet ASA has decided to propose payment of cash dividend of NOK 2.60 (NOK 2,50) per share for the financial year 2023, due for payment first half 2024. The proposal will be considered at the annual general meeting 22 May 2024. Dividend payable on June 7, 2024, record date of May 24, 2024 and ex-date of May 23, 2024.Buy Or Sell Opportunity • Feb 09Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to kr61.00. The fair value is estimated to be kr76.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 9.2% in the next 2 years.Buying Opportunity • Dec 03Now 20% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be kr72.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 9.2% in the next 2 years.Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be kr71.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 9.2% in the next 2 years.New Risk • Nov 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 41% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Significant insider selling over the past 3 months (kr5.6m sold).お知らせ • Nov 09Bouvet ASA Declares Cash Dividend, Payable on 22 November 2023Bouvet ASA declared cash dividend of NOK 0.55 per share, payable on 22 November 2023 with last day including right date of 10 November 2023, Ex-date of 13 November 2023 and Record date of 14 November 2023.Recent Insider Transactions • Oct 05Director recently sold kr5.6m worth of stockOn the 2nd of October, Sverre Hurum sold around 100k shares on-market at roughly kr56.20 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr4.6m more than they bought in the last 12 months.Recent Insider Transactions • Sep 20Independent Vice Chairman recently bought kr224k worth of stockOn the 12th of September, Tove Raanes bought around 4k shares on-market at roughly kr56.00 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tove has been a buyer over the last 12 months, purchasing a net total of kr445k worth in shares.お知らせ • Sep 12Bouvet ASA (OB:BOUV) signed an agreement to acquire Headit As.Bouvet ASA (OB:BOUV) signed an agreement to acquire Headit As on September 11, 2023.The agreement will take effect from October 2, 2023. Bouvet is purchasing all the shares in Headit AS for a combination of cash and shares in the acquiring company.Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: kr0.67 (vs kr0.68 in 2Q 2022)Second quarter 2023 results: EPS: kr0.67 (down from kr0.68 in 2Q 2022). Revenue: kr833.0m (up 14% from 2Q 2022). Net income: kr69.4m (flat on 2Q 2022). Profit margin: 8.3% (down from 9.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 17Upcoming dividend of kr2.50 per share at 3.7% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 08 June 2023. Payout ratio and cash payout ratio are on the higher end at 82% and 85% respectively. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).Reported Earnings • Apr 30Full year 2022 earnings released: EPS: kr3.06 (vs kr2.58 in FY 2021)Full year 2022 results: EPS: kr3.06 (up from kr2.58 in FY 2021). Revenue: kr3.09b (up 14% from FY 2021). Net income: kr315.7m (up 19% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.Reported Earnings • Feb 19Full year 2022 earnings released: EPS: kr3.06 (vs kr2.58 in FY 2021)Full year 2022 results: EPS: kr3.06 (up from kr2.58 in FY 2021). Revenue: kr3.09b (up 14% from FY 2021). Net income: kr315.7m (up 19% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.お知らせ • Feb 18Bouvet ASA Proposes Cash Dividend for the Financial Year 2022, Payable on 8 June 2023The board of directors of Bouvet ASA has decided to propose payment of cash dividend of NOK 2.50 per share for the financial year 2022. The proposal will be considered at the annual general meeting 23 May 2023. Ex-date is 24 May 2023. Record date is 25 May 2023. Payment date is 8 June 2023.Buying Opportunity • Nov 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be kr69.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.お知らせ • Nov 17+ 4 more updatesBouvet ASA to Report Q1, 2023 Results on May 23, 2023Bouvet ASA announced that they will report Q1, 2023 results on May 23, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: kr0.55 (vs kr0.45 in 3Q 2021)Third quarter 2022 results: EPS: kr0.55 (up from kr0.45 in 3Q 2021). Revenue: kr699.4m (up 20% from 3Q 2021). Net income: kr56.6m (up 23% from 3Q 2021). Profit margin: 8.1% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in the United Kingdom.Recent Insider Transactions • Nov 16Independent Vice Chairman recently bought kr221k worth of stockOn the 10th of November, Tove Raanes bought around 4k shares on-market at roughly kr55.15 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr11m. This was Tove's only on-market trade for the last 12 months.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: kr0.55 (vs kr0.45 in 3Q 2021)Third quarter 2022 results: EPS: kr0.55 (up from kr0.45 in 3Q 2021). Revenue: kr699.4m (up 20% from 3Q 2021). Net income: kr56.6m (up 23% from 3Q 2021). Profit margin: 8.1% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in the United Kingdom.Recent Insider Transactions • Oct 14Independent Chairman recently bought kr559k worth of stockOn the 6th of October, Pal Ronn bought around 10k shares on-market at roughly kr55.89 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr11m. This was Pal's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 13Independent Director recently bought kr11m worth of stockOn the 9th of September, Egil Dahl bought around 200k shares on-market at roughly kr56.20 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr12m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 31President & CEO recently bought kr264k worth of stockOn the 29th of August, Per Tronsli bought around 4k shares on-market at roughly kr60.00 per share. This transaction increased Per's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Per's only on-market trade for the last 12 months.Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: kr0.68 (vs kr0.63 in 2Q 2021)Second quarter 2022 results: EPS: kr0.68 (up from kr0.63 in 2Q 2021). Revenue: kr734.9m (up 8.7% from 2Q 2021). Net income: kr69.7m (up 8.1% from 2Q 2021). Profit margin: 9.5% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 17% growth forecast for the IT industry in the United Kingdom.Upcoming Dividend • May 13Upcoming dividend of kr2.30 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 01 June 2022. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.6%).Buying Opportunity • May 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be kr81.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.Reported Earnings • May 01Full year 2021 earnings released: EPS: kr2.58 (vs kr2.35 in FY 2020)Full year 2021 results: EPS: kr2.58 (up from kr2.35 in FY 2020). Revenue: kr2.70b (up 12% from FY 2020). Net income: kr265.5m (up 10% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Over the next year, revenue is forecast to grow 12%, compared to a 16% growth forecast for the industry in the United Kingdom.Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be kr80.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 18% per annum over the last 3 years.Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.58 (up from kr2.35 in FY 2020). Revenue: kr2.70b (up 12% from FY 2020). Net income: kr265.5m (up 10% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 18% growth forecast for the industry in the United Kingdom.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS kr0.45 (vs kr0.41 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: kr583.6m (up 13% from 3Q 2020). Net income: kr46.1m (up 10.0% from 3Q 2020). Profit margin: 7.9% (down from 8.1% in 3Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS kr0.63 (vs kr0.64 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: kr676.0m (up 13% from 2Q 2020). Net income: kr64.5m (down 1.5% from 2Q 2020). Profit margin: 9.5% (down from 11% in 2Q 2020). The decrease in margin was driven by higher expenses.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 03Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 03Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Jul 03Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Reported Earnings • May 22First quarter 2021 earnings released: EPS kr6.75 (vs kr6.31 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: kr695.9m (up 8.5% from 1Q 2020). Net income: kr69.4m (up 7.3% from 1Q 2020). Profit margin: 10.0% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 14Upcoming dividend of kr22.00 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 02 June 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.9%).株主還元0HDUGB ITGB 市場7D-1.3%2.0%0.5%1Y-40.6%7.7%18.0%株主還元を見る業界別リターン: 0HDU過去 1 年間で7.7 % の収益を上げたUK IT業界を下回りました。リターン対市場: 0HDUは、過去 1 年間で18 % のリターンを上げたUK市場を下回りました。価格変動Is 0HDU's price volatile compared to industry and market?0HDU volatility0HDU Average Weekly Movement4.0%IT Industry Average Movement6.7%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.1%安定した株価: 0HDU 、 UK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: 0HDUの 週次ボラティリティ ( 4% ) 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19952,367Per Tronsliwww.bouvet.noBouvet ASAは、ノルウェー、スウェーデン、および国際的な公共部門および民間部門向けに、情報技術およびデジタル・コミュニケーションの分野でコンサルタント・サービスを提供している。また、戦略・管理からシステム開発、設計、洞察・分析、人工知能、データ、アーキテクチャに至るまで、幅広いサービスを提供している。石油、ガス、再生可能エネルギー、電力供給、行政、防衛、工業、サービス提供、医療、情報通信、運輸、小売などの分野にサービスを提供している。1995年に設立され、本社はノルウェーのオスロにある。もっと見るBouvet ASA 基礎のまとめBouvet の収益と売上を時価総額と比較するとどうか。0HDU 基礎統計学時価総額NOK 4.84b収益（TTM）NOK 334.91m売上高(TTM)NOK 3.87b14.5xPER（株価収益率1.2xP/Sレシオ0HDU は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0HDU 損益計算書（TTM）収益NOK 3.87b売上原価NOK 2.67b売上総利益NOK 1.20bその他の費用NOK 865.64m収益NOK 334.91m直近の収益報告Mar 31, 2026次回決算日Aug 19, 2026一株当たり利益（EPS）3.27グロス・マージン30.98%純利益率8.64%有利子負債／自己資本比率0%0HDU の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.3%現在の配当利回り92%配当性向0HDU 配当は確実ですか？0HDU 配当履歴とベンチマークを見る0HDU 、いつまでに購入すれば配当金を受け取れますか？Bouvet 配当日配当落ち日May 15 2026配当支払日May 27 2026配当落ちまでの日数6 days配当支払日までの日数6 days0HDU 配当は確実ですか？0HDU 配当履歴とベンチマークを見るView Valuation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2026/05/20 04:55終値2026/05/20 00:00収益2026/03/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Bouvet ASA 3 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。4 アナリスト機関null nullABG Sundal CollierErik HjulströmDNB CarnegieAndré AdolfsenNordea Markets1 その他のアナリストを表示
Upcoming Dividend • May 08Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 27 May 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 96% respectively. Trailing yield: 5.8%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Apr 17Full year 2025 earnings released: EPS: kr3.49 (vs kr3.72 in FY 2024)Full year 2025 results: EPS: kr3.49 (down from kr3.72 in FY 2024). Revenue: kr3.91b (flat on FY 2024). Net income: kr358.7m (down 6.5% from FY 2024). Profit margin: 9.2% (in line with FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr48.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 9.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr73.26 per share.
Declared Dividend • Feb 16Dividend of kr3.00 announcedDividend of kr3.00 is the same as last year. Ex-date: 15th May 2026 Payment date: 27th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 13Bouvet ASA Proposes Cash Dividend for the Financial Year 2025, Payment Date Is 27 May 2026The Board of Directors of Bouvet ASA has decided to propose a cash dividend of NOK 3.00 per share for the financial year 2025. The formal dividend resolution will be made at the company's Annual General Meeting, which will be held on 13 May 2026. Ex-date: 15 May 2026; Record date: 18 May 2026; Payment date: 27 May 2026; Date of approval: 13 May 2026.
お知らせ • Feb 04Bouvet ASA to Report Fiscal Year 2025 Results on Apr 15, 2026Bouvet ASA announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Apr 15, 2026
Upcoming Dividend • May 08Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 27 May 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 96% respectively. Trailing yield: 5.8%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Apr 17Full year 2025 earnings released: EPS: kr3.49 (vs kr3.72 in FY 2024)Full year 2025 results: EPS: kr3.49 (down from kr3.72 in FY 2024). Revenue: kr3.91b (flat on FY 2024). Net income: kr358.7m (down 6.5% from FY 2024). Profit margin: 9.2% (in line with FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr48.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 9.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr73.26 per share.
Declared Dividend • Feb 16Dividend of kr3.00 announcedDividend of kr3.00 is the same as last year. Ex-date: 15th May 2026 Payment date: 27th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 13Bouvet ASA Proposes Cash Dividend for the Financial Year 2025, Payment Date Is 27 May 2026The Board of Directors of Bouvet ASA has decided to propose a cash dividend of NOK 3.00 per share for the financial year 2025. The formal dividend resolution will be made at the company's Annual General Meeting, which will be held on 13 May 2026. Ex-date: 15 May 2026; Record date: 18 May 2026; Payment date: 27 May 2026; Date of approval: 13 May 2026.
お知らせ • Feb 04Bouvet ASA to Report Fiscal Year 2025 Results on Apr 15, 2026Bouvet ASA announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Apr 15, 2026
Buy Or Sell Opportunity • Jan 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to kr58.00. The fair value is estimated to be kr73.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.
お知らせ • Dec 17Bouvet ASA, Annual General Meeting, May 13, 2026Bouvet ASA, Annual General Meeting, May 13, 2026.
お知らせ • Dec 16+ 2 more updatesBouvet ASA to Report Q1, 2026 Results on May 13, 2026Bouvet ASA announced that they will report Q1, 2026 results on May 13, 2026
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: kr0.68 (vs kr0.76 in 3Q 2024)Third quarter 2025 results: EPS: kr0.68 (down from kr0.76 in 3Q 2024). Revenue: kr870.5m (flat on 3Q 2024). Net income: kr70.1m (down 10.0% from 3Q 2024). Profit margin: 8.1% (down from 8.9% in 3Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to kr58.60. The fair value is estimated to be kr74.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.8%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
お知らせ • Oct 06Bouvet ASA to Report Q4, 2025 Results on Feb 13, 2026Bouvet ASA announced that they will report Q4, 2025 results on Feb 13, 2026
Reported Earnings • Aug 27Second quarter 2025 earnings released: EPS: kr0.93 (vs kr1.01 in 2Q 2024)Second quarter 2025 results: EPS: kr0.93 (down from kr1.01 in 2Q 2024). Revenue: kr968.7m (down 3.2% from 2Q 2024). Net income: kr95.7m (down 8.3% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • May 22First quarter 2025 earnings released: EPS: kr1.17 (vs kr1.02 in 1Q 2024)First quarter 2025 results: EPS: kr1.17 (up from kr1.02 in 1Q 2024). Revenue: kr1.07b (up 5.8% from 1Q 2024). Net income: kr121.0m (up 15% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
お知らせ • May 07+ 2 more updatesBouvet ASA Appoints Linda Vigdel as Board MemberBouvet ASA at it AGM held on 7 May 2025, approved appointment of Linda Vigdel as Newly elected board members for one year.
Upcoming Dividend • May 02Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 20 May 2025. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (3.3%).
Buy Or Sell Opportunity • Apr 29Now 21% overvaluedOver the last 90 days, the stock has fallen 5.3% to kr76.70. The fair value is estimated to be kr63.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
Recent Insider Transactions • Apr 19Independent Director recently sold kr23m worth of stockOn the 14th of April, Egil Dahl sold around 300k shares on-market at roughly kr75.70 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr47m more than they bought in the last 12 months.
Reported Earnings • Apr 14Full year 2024 earnings released: EPS: kr3.72 (vs kr3.15 in FY 2023)Full year 2024 results: EPS: kr3.72 (up from kr3.15 in FY 2023). Revenue: kr3.92b (up 11% from FY 2023). Net income: kr383.4m (up 18% from FY 2023). Profit margin: 9.8% (in line with FY 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 27Bouvet ASA (OB:BOUV) announces an Equity Buyback for 1,000,000 shares, for NOK 90 million.Bouvet ASA (OB:BOUV) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares for NOK 90 million. The repurchased shares will be used in its share program for employees. The program will end no later than October 10, 2025. As of February 25, 2025, the company has 318,632 shares in treasury.
Reported Earnings • Feb 19Full year 2024 earnings released: EPS: kr3.72 (vs kr3.15 in FY 2023)Full year 2024 results: EPS: kr3.72 (up from kr3.15 in FY 2023). Revenue: kr3.92b (up 11% from FY 2023). Net income: kr383.4m (up 18% from FY 2023). Profit margin: 9.8% (in line with FY 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 13Bouvet ASA, Annual General Meeting, May 07, 2025Bouvet ASA, Annual General Meeting, May 07, 2025.
お知らせ • Dec 12+ 2 more updatesBouvet ASA to Report Q1, 2025 Results on May 21, 2025Bouvet ASA announced that they will report Q1, 2025 results on May 21, 2025
Buy Or Sell Opportunity • Dec 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to kr73.60. The fair value is estimated to be kr60.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Buy Or Sell Opportunity • Nov 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to kr75.30. The fair value is estimated to be kr61.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: kr0.76 (vs kr0.61 in 3Q 2023)Third quarter 2024 results: EPS: kr0.76 (up from kr0.61 in 3Q 2023). Revenue: kr878.5m (up 13% from 3Q 2023). Net income: kr77.9m (up 23% from 3Q 2023). Profit margin: 8.9% (up from 8.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Sep 25Director recently sold kr513k worth of stockOn the 20th of September, Sverre Hurum sold around 8k shares on-market at roughly kr68.35 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth kr21m. Insiders have been net sellers, collectively disposing of kr34m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 30Director recently sold kr2.0m worth of stockOn the 27th of August, Sverre Hurum sold around 30k shares on-market at roughly kr67.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr12m more than they bought in the last 12 months.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: kr1.01 (vs kr0.67 in 2Q 2023)Second quarter 2024 results: EPS: kr1.01 (up from kr0.67 in 2Q 2023). Revenue: kr1.00b (up 20% from 2Q 2023). Net income: kr104.4m (up 50% from 2Q 2023). Profit margin: 10% (up from 8.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 20Bouvet ASA to Report Q2, 2024 Results on Aug 27, 2024Bouvet ASA announced that they will report Q2, 2024 results on Aug 27, 2024
Recent Insider Transactions • Jun 23Director recently sold kr633k worth of stockOn the 17th of June, Sverre Hurum sold around 10k shares on-market at roughly kr63.29 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr9.9m more than they bought in the last 12 months.
お知らせ • Jun 05+ 1 more updateBouvet ASA Announces CFO Changes, Effective 1 September 2024Bouvet CFO Trude Hole is taking up a new role as compliance and organisation director, with responsibility for the group’s compliance functions and related organisational development and change projects. Hole will retain her current responsibilities related to ESG and sustainability. Steffen Garder will take over as CFO, joining the group from the role of CFO at Sweco Norge. Garder has extensive experience from the consulting and advisory services industry, as well as many years’ financial management, finance and accounting experience from companies similar to Bouvet. Trude Hole and Steffen Garder will take up their new posts on 1 September 2024.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Director Sverre Hurum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 23+ 1 more updateBouvet ASA Announces Committee ChangesBouvet ASA announced that at its AGM held on 22 May 2024, the shareholders adopted a resolution as proposed to elect members of the nomination committee, and the nomination committee is therefore composed of the following persons: Erik Stubø chair (remaining period of service: two years), Jørgen Stenshagen member (remaining period of service: one year), Marius Heyerdahl member (remaining period of service: two years).
Upcoming Dividend • May 16Upcoming dividend of kr2.60 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.5%).
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: kr3.15 (vs kr3.06 in FY 2022)Full year 2023 results: EPS: kr3.15 (up from kr3.06 in FY 2022). Revenue: kr3.53b (up 14% from FY 2022). Net income: kr325.4m (up 3.1% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock has risen 10% to kr62.50. The fair value is estimated to be kr78.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
Declared Dividend • Feb 25Final dividend of kr2.60 announcedShareholders will receive a dividend of kr2.60. Ex-date: 23rd May 2024 Payment date: 7th June 2024 Dividend yield will be 5.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 17Full year 2023 earnings released: EPS: kr3.15 (vs kr3.06 in FY 2022)Full year 2023 results: EPS: kr3.15 (up from kr3.06 in FY 2022). Revenue: kr3.53b (up 14% from FY 2022). Net income: kr325.4m (up 3.1% from FY 2022). Profit margin: 9.2% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom.
お知らせ • Feb 16Bouvet ASA Proposes Payment of Cash Dividend for the Financial Year 2023, Payable on June 7, 2024The board of directors of Bouvet ASA has decided to propose payment of cash dividend of NOK 2.60 (NOK 2,50) per share for the financial year 2023, due for payment first half 2024. The proposal will be considered at the annual general meeting 22 May 2024. Dividend payable on June 7, 2024, record date of May 24, 2024 and ex-date of May 23, 2024.
Buy Or Sell Opportunity • Feb 09Now 20% undervaluedOver the last 90 days, the stock has risen 9.5% to kr61.00. The fair value is estimated to be kr76.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 9.2% in the next 2 years.
Buying Opportunity • Dec 03Now 20% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be kr72.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 9.2% in the next 2 years.
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be kr71.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 9.2% in the next 2 years.
New Risk • Nov 11New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 41% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (41% accrual ratio). Minor Risks Dividend is not well covered by cash flows (94% cash payout ratio). Significant insider selling over the past 3 months (kr5.6m sold).
お知らせ • Nov 09Bouvet ASA Declares Cash Dividend, Payable on 22 November 2023Bouvet ASA declared cash dividend of NOK 0.55 per share, payable on 22 November 2023 with last day including right date of 10 November 2023, Ex-date of 13 November 2023 and Record date of 14 November 2023.
Recent Insider Transactions • Oct 05Director recently sold kr5.6m worth of stockOn the 2nd of October, Sverre Hurum sold around 100k shares on-market at roughly kr56.20 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr4.6m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 20Independent Vice Chairman recently bought kr224k worth of stockOn the 12th of September, Tove Raanes bought around 4k shares on-market at roughly kr56.00 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tove has been a buyer over the last 12 months, purchasing a net total of kr445k worth in shares.
お知らせ • Sep 12Bouvet ASA (OB:BOUV) signed an agreement to acquire Headit As.Bouvet ASA (OB:BOUV) signed an agreement to acquire Headit As on September 11, 2023.The agreement will take effect from October 2, 2023. Bouvet is purchasing all the shares in Headit AS for a combination of cash and shares in the acquiring company.
Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: kr0.67 (vs kr0.68 in 2Q 2022)Second quarter 2023 results: EPS: kr0.67 (down from kr0.68 in 2Q 2022). Revenue: kr833.0m (up 14% from 2Q 2022). Net income: kr69.4m (flat on 2Q 2022). Profit margin: 8.3% (down from 9.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 17Upcoming dividend of kr2.50 per share at 3.7% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 08 June 2023. Payout ratio and cash payout ratio are on the higher end at 82% and 85% respectively. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: kr3.06 (vs kr2.58 in FY 2021)Full year 2022 results: EPS: kr3.06 (up from kr2.58 in FY 2021). Revenue: kr3.09b (up 14% from FY 2021). Net income: kr315.7m (up 19% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
Reported Earnings • Feb 19Full year 2022 earnings released: EPS: kr3.06 (vs kr2.58 in FY 2021)Full year 2022 results: EPS: kr3.06 (up from kr2.58 in FY 2021). Revenue: kr3.09b (up 14% from FY 2021). Net income: kr315.7m (up 19% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.
お知らせ • Feb 18Bouvet ASA Proposes Cash Dividend for the Financial Year 2022, Payable on 8 June 2023The board of directors of Bouvet ASA has decided to propose payment of cash dividend of NOK 2.50 per share for the financial year 2022. The proposal will be considered at the annual general meeting 23 May 2023. Ex-date is 24 May 2023. Record date is 25 May 2023. Payment date is 8 June 2023.
Buying Opportunity • Nov 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be kr69.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 11% in the next 2 years.
お知らせ • Nov 17+ 4 more updatesBouvet ASA to Report Q1, 2023 Results on May 23, 2023Bouvet ASA announced that they will report Q1, 2023 results on May 23, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: kr0.55 (vs kr0.45 in 3Q 2021)Third quarter 2022 results: EPS: kr0.55 (up from kr0.45 in 3Q 2021). Revenue: kr699.4m (up 20% from 3Q 2021). Net income: kr56.6m (up 23% from 3Q 2021). Profit margin: 8.1% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in the United Kingdom.
Recent Insider Transactions • Nov 16Independent Vice Chairman recently bought kr221k worth of stockOn the 10th of November, Tove Raanes bought around 4k shares on-market at roughly kr55.15 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr11m. This was Tove's only on-market trade for the last 12 months.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: kr0.55 (vs kr0.45 in 3Q 2021)Third quarter 2022 results: EPS: kr0.55 (up from kr0.45 in 3Q 2021). Revenue: kr699.4m (up 20% from 3Q 2021). Net income: kr56.6m (up 23% from 3Q 2021). Profit margin: 8.1% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in the United Kingdom.
Recent Insider Transactions • Oct 14Independent Chairman recently bought kr559k worth of stockOn the 6th of October, Pal Ronn bought around 10k shares on-market at roughly kr55.89 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr11m. This was Pal's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 13Independent Director recently bought kr11m worth of stockOn the 9th of September, Egil Dahl bought around 200k shares on-market at roughly kr56.20 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr12m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 31President & CEO recently bought kr264k worth of stockOn the 29th of August, Per Tronsli bought around 4k shares on-market at roughly kr60.00 per share. This transaction increased Per's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Per's only on-market trade for the last 12 months.
Reported Earnings • Aug 25Second quarter 2022 earnings released: EPS: kr0.68 (vs kr0.63 in 2Q 2021)Second quarter 2022 results: EPS: kr0.68 (up from kr0.63 in 2Q 2021). Revenue: kr734.9m (up 8.7% from 2Q 2021). Net income: kr69.7m (up 8.1% from 2Q 2021). Profit margin: 9.5% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 17% growth forecast for the IT industry in the United Kingdom.
Upcoming Dividend • May 13Upcoming dividend of kr2.30 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 01 June 2022. Payout ratio is on the higher end at 89%, and the cash payout ratio is above 100%. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.6%).
Buying Opportunity • May 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.7%. The fair value is estimated to be kr81.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 9.4% per annum over the same time period.
Reported Earnings • May 01Full year 2021 earnings released: EPS: kr2.58 (vs kr2.35 in FY 2020)Full year 2021 results: EPS: kr2.58 (up from kr2.35 in FY 2020). Revenue: kr2.70b (up 12% from FY 2020). Net income: kr265.5m (up 10% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Over the next year, revenue is forecast to grow 12%, compared to a 16% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be kr80.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 18% per annum over the last 3 years.
Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.58 (up from kr2.35 in FY 2020). Revenue: kr2.70b (up 12% from FY 2020). Net income: kr265.5m (up 10% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 18% growth forecast for the industry in the United Kingdom.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS kr0.45 (vs kr0.41 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: kr583.6m (up 13% from 3Q 2020). Net income: kr46.1m (up 10.0% from 3Q 2020). Profit margin: 7.9% (down from 8.1% in 3Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS kr0.63 (vs kr0.64 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: kr676.0m (up 13% from 2Q 2020). Net income: kr64.5m (down 1.5% from 2Q 2020). Profit margin: 9.5% (down from 11% in 2Q 2020). The decrease in margin was driven by higher expenses.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 04Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 03Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 03Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Jul 03Chief Financial Officer Erik Stubø has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 5.2%. As of March 2021, Erik still personally held 2.05m shares (kr80m worth at the time). Erik is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Reported Earnings • May 22First quarter 2021 earnings released: EPS kr6.75 (vs kr6.31 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: kr695.9m (up 8.5% from 1Q 2020). Net income: kr69.4m (up 7.3% from 1Q 2020). Profit margin: 10.0% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 14Upcoming dividend of kr22.00 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 02 June 2021. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.9%).
