Kesko Oyj（1KESK）株式概要Kesko Oyjはフィンランド、スウェーデン、ノルウェー、エストニア、ラトビア、リトアニア、デンマーク、ポーランドでチェーン事業を展開している。 詳細1KESK ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績4/6財務の健全性2/6配当金4/6報酬当社が推定した公正価値より52.6%で取引されている 収益は年間8.67%増加すると予測されています 過去1年間で収益は10.3%増加しました リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい多額の負債を抱えている 不安定な配当実績 すべてのリスクチェックを見る1KESK Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW468,491 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA468,491 investors already sharing narrativesYour Fair Value€Current Price€21.9825.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture015b2016201920222025202620282031Revenue €15.2bEarnings €494.6mAdvancedSet Fair ValueView all narrativesKesko Oyj 競合他社J SainsburySymbol: LSE:SBRYMarket cap: UK£7.4bShoprite HoldingsSymbol: JSE:SHPMarket cap: R166.4bZabka GroupSymbol: WSE:ZABMarket cap: zł31.4bEmpireSymbol: TSX:EMP.AMarket cap: CA$11.2b価格と性能株価の高値、安値、推移の概要Kesko Oyj過去の株価現在の株価€21.9852週高値€23.1852週安値€22.08ベータ0.831ヶ月の変化5.88%3ヶ月変化-3.17%1年変化14.54%3年間の変化n/a5年間の変化n/aIPOからの変化17.54%最新ニュースDeclared Dividend • Jul 24Dividend of €0.23 announcedShareholders will receive a dividend of €0.23. Ex-date: 14th October 2026 Payment date: 22nd October 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: €0.32 (vs €0.29 in 2Q 2025)Second quarter 2026 results: EPS: €0.32 (up from €0.29 in 2Q 2025). Revenue: €3.38b (up 6.0% from 2Q 2025). Net income: €128.2m (up 9.5% from 2Q 2025). Profit margin: 3.8% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Jul 08Upcoming dividend of €0.22 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 23 July 2026. Payout ratio and cash payout ratio are on the higher end at 88% and 76% respectively. Trailing yield: 4.7%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (3.5%).New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).お知らせ • Jun 17Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion.Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion on June 15, 2026. The plan is for the equity component of the financing to be implemented through a share issue estimated at approximately €500 million to €700 million and remaining with internal resources. Specialist distribution business in Sweden, Norway and Denmark generated combined revenue of almost €2.1 billion in 2025. The transaction is subject to subject to regulatory approval, antitrust regulations and the completion of the information and consultation procedure with the relevant employee representative bodies. The acquisition is estimated to be finalized by the beginning of 2027. Citigroup Global Markets Europe AG acted as financial advisor for Compagnie de Saint-Gobain S.A. Linklaters Et Paines acted as legal advisor for Compagnie de Saint-Gobain S.A.お知らせ • Jun 13Kesko Oyj, Annual General Meeting, Mar 23, 2027Kesko Oyj, Annual General Meeting, Mar 23, 2027.最新情報をもっと見るRecent updatesDeclared Dividend • Jul 24Dividend of €0.23 announcedShareholders will receive a dividend of €0.23. Ex-date: 14th October 2026 Payment date: 22nd October 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: €0.32 (vs €0.29 in 2Q 2025)Second quarter 2026 results: EPS: €0.32 (up from €0.29 in 2Q 2025). Revenue: €3.38b (up 6.0% from 2Q 2025). Net income: €128.2m (up 9.5% from 2Q 2025). Profit margin: 3.8% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Jul 08Upcoming dividend of €0.22 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 23 July 2026. Payout ratio and cash payout ratio are on the higher end at 88% and 76% respectively. Trailing yield: 4.7%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (3.5%).New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).お知らせ • Jun 17Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion.Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion on June 15, 2026. The plan is for the equity component of the financing to be implemented through a share issue estimated at approximately €500 million to €700 million and remaining with internal resources. Specialist distribution business in Sweden, Norway and Denmark generated combined revenue of almost €2.1 billion in 2025. The transaction is subject to subject to regulatory approval, antitrust regulations and the completion of the information and consultation procedure with the relevant employee representative bodies. The acquisition is estimated to be finalized by the beginning of 2027. Citigroup Global Markets Europe AG acted as financial advisor for Compagnie de Saint-Gobain S.A. Linklaters Et Paines acted as legal advisor for Compagnie de Saint-Gobain S.A.お知らせ • Jun 13Kesko Oyj, Annual General Meeting, Mar 23, 2027Kesko Oyj, Annual General Meeting, Mar 23, 2027.お知らせ • Jun 12+ 3 more updatesKesko Oyj to Report First Half, 2027 Results on Jul 22, 2027Kesko Oyj announced that they will report first half, 2027 results on Jul 22, 2027Declared Dividend • May 21First quarter dividend of €0.22 announcedDividend of €0.22 is the same as last year. Ex-date: 15th July 2026 Payment date: 23rd July 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Tiina Alahuhta-Kasko was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 01Kesko Oyj Repeats Earnings Guidance for the Year 2026Kesko Oyj repeated earnings guidance for the year 2026. Kesko estimates that the comparable operating profit for 2026 will amount to EUR 650 million - EUR 750 million. Kesko estimate that the operating environment, net sales and profit will improve in all divisions and all operating countries in 2026.お知らせ • Mar 28Kesko Oyj Elects Mervi Airaksinen as Member of the Audit CommitteeKesko Oyj at its organisational meeting held after the 2026 Annual General Meeting, the Board elected Mervi Airaksinen as a member of the Audit Committee.お知らせ • Feb 09Kesko Oyj to Report Fiscal Year 2025 Final Results between Feb 09, 2026 and Feb 15, 2026Kesko Oyj announced that they will report fiscal year 2025 final results at 10:00 AM, USSR Zone1 on between Feb 09, 2026 and Feb 15, 2026お知らせ • Feb 06Kesko Oyj Proposes Dividend for the Year 2026, Payable on 8 April 2026, 23 July 2026, 22 October 2026 and 21 January 2027Kesko Oyj proposed a dividend of €0.90 per share, proposed to be paid in four instalments for the year 2026. The first instalment of €0.23 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 30 March 2026. The Board proposes that the dividend instalment pay date be 8 April 2026. The second instalment of €0.22 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 16 July 2026. The Board proposes that the dividend instalment pay date be 23 July 2026. The third instalment of €0.23 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 15 October 2026. The Board proposes that the dividend instalment pay date be 22 October 2026. The fourth instalment of €0.22 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 14 January 2027. The Board proposes that the dividend instalment pay date be 21 January 2027.お知らせ • Oct 30+ 1 more updateKesko Oyj Provides Earnings Guidance for the Year 2026Kesko Oyj provided earnings guidance for the year 2026. For the year, the company expects comparable operating profit is also estimated to improve in 2026 in all divisions and all operating countries.お知らせ • Oct 02Kesko Announces Management Changes, Effective 1 March 2026Minttu Sinisalo, M.Sc. (Econ.), 45, has been appointed as Executive Vice President, HR and a member of Kesko's Group Management Board as of 1 March 2026. Sinisalo comes to Kesko from Terveystalo, where she currently holds the position of Senior Vice President, HR. Before joining Terveystalo, Sinisalo held various HR leadership positions at Finnair. Kesko's current Executive Vice President of HR Matti Mettälä will retire, as per his agreement, on 1 March 2026. To ensure a smooth transfer of duties, Minttu Sinisalo will join Kesko on 1 January 2026.お知らせ • Sep 23Kesko Oyj Announces Composition of Shareholders' Nomination CommitteeKesko's Shareholders' Nomination Committee comprises three members: two are appointed by Kesko’s largest shareholders, and the third is the Chair of Kesko’s Board of Directors. The right of nomination of members representing the shareholders belongs to those two shareholders whose share of votes conferred by all shares in Kesko is the largest according to the register of shareholders maintained by Euroclear Finland Ltd. on 1 September preceding the Annual General Meeting. The two largest shareholders in Kesko on 1 September 2025 were K-Retailers' Association and Ilmarinen Mutual Pension Insurance Company, both of whom used their right of nomination. The members of Kesko’s Shareholders’ Nomination Committee are Pauli Jaakola, retailer, appointed by K-Retailers' Association Annika Ekman, EVP, Investments, appointed by Ilmarinen Mutual Pension Insurance Company, and Esa Kiiskinen, Chair of Kesko’s Board of Directors. At its organisational meeting on 23 September 2025, the Committee elected Pauli Jaakola as Committee Chair. The Committee, established by Kesko’s General Meeting of shareholders, prepares proposals related to the number, election and remuneration of Board members to the General Meeting.お知らせ • Aug 26+ 4 more updatesKesko Oyj, Annual General Meeting, Mar 26, 2026Kesko Oyj, Annual General Meeting, Mar 26, 2026.お知らせ • Jul 22Kesko Oyj Revises Earnings Guidance for the Year 2025Kesko Oyj revised earnings guidance for the year 2025. For the year company now expects comparable operating profit will amount to EUR 640 million - EUR 700 million. Kesko previously estimated that the comparable operating profit would amount to EUR 640 million - EUR 740 million.お知らせ • Mar 24+ 1 more updateKesko Corporation Announces Board and Committee ChangesThe Board of Directors of Kesko Corporation elected Esa Kiiskinen as its Chair and Timo Ritakallio as its Deputy Chair. The Board also elected members for its Audit Committee and Remuneration Committee. The Board elected Jannica Fagerholm as Chair, Timo Ritakallio as Deputy Chair, and Piia Karhu as a member of the Audit Committee, and Esa Kiiskinen as Chair, Timo Ritakallio as Deputy Chair, and Tiina Alahuhta-Kasko as a member of the Remuneration Committee. Based on the Board's independence evaluation, all Board members apart from Pauli Jaakola are independent of the company's significant shareholders. Jaakola is the Chair of Kesko's significant shareholder K-Retailers' Association. Of the Board members, Tiina Alahuhta-Kasko, Jannica Fagerholm, Piia Karhu and Timo Ritakallio are independent also of the company. Esa Kiiskinen, Pauli Jaakola and Jussi Perälä are not considered independent of the company, as they each control a company that has a chain agreement with Kesko.お知らせ • Jul 24Kesko Oyj, Annual General Meeting, Mar 24, 2025Kesko Oyj, Annual General Meeting, Mar 24, 2025.お知らせ • Jul 23Kesko Oyj to Report Q1, 2025 Results on Apr 29, 2025Kesko Oyj announced that they will report Q1, 2025 results on Apr 29, 2025株主還元1KESKIT Consumer RetailingIT 市場7D0.09%0.6%0.07%1Y14.5%0.6%22.9%株主還元を見る業界別リターン: 1KESK過去 1 年間で0.6 % の収益を上げたItalian Consumer Retailing業界を上回りました。リターン対市場: 1KESKは、過去 1 年間で22.9 % のリターンを上げたItalian市場を下回りました。価格変動Is 1KESK's price volatile compared to industry and market?1KESK volatility1KESK Average Weekly Movement8.9%Consumer Retailing Industry Average Movement4.1%Market Average Movement4.4%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market2.8%安定した株価: 1KESKの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1KESKの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト194019,938Jorma Rauhalawww.kesko.fiKesko Oyj はフィンランド、スウェーデン、ノルウェー、エストニア、ラトビア、リトアニア、デンマーク、ポーランドでチェーン事業を展開している。同社は、食料品、建築・技術、自動車販売部門を通じて事業を展開している。食料品取引部門は、食料品の卸売とB2B取引、K-retailerブランドでの家庭用品と専門用品の小売に携わり、食品サービスプロバイダーと卸売業者として、またK-Citymarket、K-Supermarket、K-Marketの店舗小売チェーンとして営業している。建築・技術貿易部門は、建築・住宅設備、HEPACおよび電気製品・サービスの卸売、小売、B2B取引を行い、K-Rauta、K-Bygg、Byggmakker、Davidsen、Onninenのブランド名で小売店チェーンを展開している。自動車貿易部門は、フォルクスワーゲン、アウディ、シート、クプラ、ベントレー、ポルシェの乗用車およびフォルクスワーゲンの商用車の輸入、販売、小売、中古車の購入および小売、個人および法人顧客向けのリース事業の運営、修理およびメンテナンス、スペアパーツおよびアクセサリーの販売を含むその他のサービス、K- Latausの名称による電気自動車用充電ネットワーク、Intersportおよびbudget sportチェーンからなるスポーツ貿易に携わっている。Kesko Oyjは1940年に設立され、本社はフィンランドのヘルシンキにある。もっと見るKesko Oyj 基礎のまとめKesko Oyj の収益と売上を時価総額と比較するとどうか。1KESK 基礎統計学時価総額€8.48b収益（TTM）€418.20m売上高(TTM)€12.87b20.4xPER（株価収益率0.7xP/Sレシオ1KESK 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1KESK 損益計算書（TTM）収益€12.87b売上原価€10.99b売上総利益€1.87bその他の費用€1.45b収益€418.20m直近の収益報告Jun 30, 2026次回決算日Oct 29, 2026一株当たり利益（EPS）1.05グロス・マージン14.56%純利益率3.25%有利子負債／自己資本比率66.3%1KESK 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4.2%現在の配当利回り86%配当性向1KESK 配当は確実ですか？1KESK 配当履歴とベンチマークを見る1KESK 、いつまでに購入すれば配当金を受け取れますか？Kesko Oyj 配当日配当落ち日Oct 14 2026配当支払日Oct 22 2026配当落ちまでの日数62 days配当支払日までの日数70 days1KESK 配当は確実ですか？1KESK 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2026/08/12 10:35終値2026/08/12 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Kesko Oyj 6 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。12 アナリスト機関null nullABG Sundal CollierRobert JoyceBNP ParibasLars TopholmCarnegie Investment Bank AB9 その他のアナリストを表示
Declared Dividend • Jul 24Dividend of €0.23 announcedShareholders will receive a dividend of €0.23. Ex-date: 14th October 2026 Payment date: 22nd October 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: €0.32 (vs €0.29 in 2Q 2025)Second quarter 2026 results: EPS: €0.32 (up from €0.29 in 2Q 2025). Revenue: €3.38b (up 6.0% from 2Q 2025). Net income: €128.2m (up 9.5% from 2Q 2025). Profit margin: 3.8% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Jul 08Upcoming dividend of €0.22 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 23 July 2026. Payout ratio and cash payout ratio are on the higher end at 88% and 76% respectively. Trailing yield: 4.7%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (3.5%).
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
お知らせ • Jun 17Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion.Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion on June 15, 2026. The plan is for the equity component of the financing to be implemented through a share issue estimated at approximately €500 million to €700 million and remaining with internal resources. Specialist distribution business in Sweden, Norway and Denmark generated combined revenue of almost €2.1 billion in 2025. The transaction is subject to subject to regulatory approval, antitrust regulations and the completion of the information and consultation procedure with the relevant employee representative bodies. The acquisition is estimated to be finalized by the beginning of 2027. Citigroup Global Markets Europe AG acted as financial advisor for Compagnie de Saint-Gobain S.A. Linklaters Et Paines acted as legal advisor for Compagnie de Saint-Gobain S.A.
お知らせ • Jun 13Kesko Oyj, Annual General Meeting, Mar 23, 2027Kesko Oyj, Annual General Meeting, Mar 23, 2027.
Declared Dividend • Jul 24Dividend of €0.23 announcedShareholders will receive a dividend of €0.23. Ex-date: 14th October 2026 Payment date: 22nd October 2026 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: €0.32 (vs €0.29 in 2Q 2025)Second quarter 2026 results: EPS: €0.32 (up from €0.29 in 2Q 2025). Revenue: €3.38b (up 6.0% from 2Q 2025). Net income: €128.2m (up 9.5% from 2Q 2025). Profit margin: 3.8% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Jul 08Upcoming dividend of €0.22 per shareEligible shareholders must have bought the stock before 15 July 2026. Payment date: 23 July 2026. Payout ratio and cash payout ratio are on the higher end at 88% and 76% respectively. Trailing yield: 4.7%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (3.5%).
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
お知らせ • Jun 17Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion.Kesko Oyj (HLSE:KESKOB) agreed to acquire Specialist distribution business in Sweden, Norway and Denmark of Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) for an enterprise value of €1.5 billion on June 15, 2026. The plan is for the equity component of the financing to be implemented through a share issue estimated at approximately €500 million to €700 million and remaining with internal resources. Specialist distribution business in Sweden, Norway and Denmark generated combined revenue of almost €2.1 billion in 2025. The transaction is subject to subject to regulatory approval, antitrust regulations and the completion of the information and consultation procedure with the relevant employee representative bodies. The acquisition is estimated to be finalized by the beginning of 2027. Citigroup Global Markets Europe AG acted as financial advisor for Compagnie de Saint-Gobain S.A. Linklaters Et Paines acted as legal advisor for Compagnie de Saint-Gobain S.A.
お知らせ • Jun 13Kesko Oyj, Annual General Meeting, Mar 23, 2027Kesko Oyj, Annual General Meeting, Mar 23, 2027.
お知らせ • Jun 12+ 3 more updatesKesko Oyj to Report First Half, 2027 Results on Jul 22, 2027Kesko Oyj announced that they will report first half, 2027 results on Jul 22, 2027
Declared Dividend • May 21First quarter dividend of €0.22 announcedDividend of €0.22 is the same as last year. Ex-date: 15th July 2026 Payment date: 23rd July 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Tiina Alahuhta-Kasko was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 01Kesko Oyj Repeats Earnings Guidance for the Year 2026Kesko Oyj repeated earnings guidance for the year 2026. Kesko estimates that the comparable operating profit for 2026 will amount to EUR 650 million - EUR 750 million. Kesko estimate that the operating environment, net sales and profit will improve in all divisions and all operating countries in 2026.
お知らせ • Mar 28Kesko Oyj Elects Mervi Airaksinen as Member of the Audit CommitteeKesko Oyj at its organisational meeting held after the 2026 Annual General Meeting, the Board elected Mervi Airaksinen as a member of the Audit Committee.
お知らせ • Feb 09Kesko Oyj to Report Fiscal Year 2025 Final Results between Feb 09, 2026 and Feb 15, 2026Kesko Oyj announced that they will report fiscal year 2025 final results at 10:00 AM, USSR Zone1 on between Feb 09, 2026 and Feb 15, 2026
お知らせ • Feb 06Kesko Oyj Proposes Dividend for the Year 2026, Payable on 8 April 2026, 23 July 2026, 22 October 2026 and 21 January 2027Kesko Oyj proposed a dividend of €0.90 per share, proposed to be paid in four instalments for the year 2026. The first instalment of €0.23 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 30 March 2026. The Board proposes that the dividend instalment pay date be 8 April 2026. The second instalment of €0.22 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 16 July 2026. The Board proposes that the dividend instalment pay date be 23 July 2026. The third instalment of €0.23 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 15 October 2026. The Board proposes that the dividend instalment pay date be 22 October 2026. The fourth instalment of €0.22 per share is to be paid to shareholders registered in the company's register of shareholders kept by Euroclear Finland Ltd. on the instalment's record date 14 January 2027. The Board proposes that the dividend instalment pay date be 21 January 2027.
お知らせ • Oct 30+ 1 more updateKesko Oyj Provides Earnings Guidance for the Year 2026Kesko Oyj provided earnings guidance for the year 2026. For the year, the company expects comparable operating profit is also estimated to improve in 2026 in all divisions and all operating countries.
お知らせ • Oct 02Kesko Announces Management Changes, Effective 1 March 2026Minttu Sinisalo, M.Sc. (Econ.), 45, has been appointed as Executive Vice President, HR and a member of Kesko's Group Management Board as of 1 March 2026. Sinisalo comes to Kesko from Terveystalo, where she currently holds the position of Senior Vice President, HR. Before joining Terveystalo, Sinisalo held various HR leadership positions at Finnair. Kesko's current Executive Vice President of HR Matti Mettälä will retire, as per his agreement, on 1 March 2026. To ensure a smooth transfer of duties, Minttu Sinisalo will join Kesko on 1 January 2026.
お知らせ • Sep 23Kesko Oyj Announces Composition of Shareholders' Nomination CommitteeKesko's Shareholders' Nomination Committee comprises three members: two are appointed by Kesko’s largest shareholders, and the third is the Chair of Kesko’s Board of Directors. The right of nomination of members representing the shareholders belongs to those two shareholders whose share of votes conferred by all shares in Kesko is the largest according to the register of shareholders maintained by Euroclear Finland Ltd. on 1 September preceding the Annual General Meeting. The two largest shareholders in Kesko on 1 September 2025 were K-Retailers' Association and Ilmarinen Mutual Pension Insurance Company, both of whom used their right of nomination. The members of Kesko’s Shareholders’ Nomination Committee are Pauli Jaakola, retailer, appointed by K-Retailers' Association Annika Ekman, EVP, Investments, appointed by Ilmarinen Mutual Pension Insurance Company, and Esa Kiiskinen, Chair of Kesko’s Board of Directors. At its organisational meeting on 23 September 2025, the Committee elected Pauli Jaakola as Committee Chair. The Committee, established by Kesko’s General Meeting of shareholders, prepares proposals related to the number, election and remuneration of Board members to the General Meeting.
お知らせ • Aug 26+ 4 more updatesKesko Oyj, Annual General Meeting, Mar 26, 2026Kesko Oyj, Annual General Meeting, Mar 26, 2026.
お知らせ • Jul 22Kesko Oyj Revises Earnings Guidance for the Year 2025Kesko Oyj revised earnings guidance for the year 2025. For the year company now expects comparable operating profit will amount to EUR 640 million - EUR 700 million. Kesko previously estimated that the comparable operating profit would amount to EUR 640 million - EUR 740 million.
お知らせ • Mar 24+ 1 more updateKesko Corporation Announces Board and Committee ChangesThe Board of Directors of Kesko Corporation elected Esa Kiiskinen as its Chair and Timo Ritakallio as its Deputy Chair. The Board also elected members for its Audit Committee and Remuneration Committee. The Board elected Jannica Fagerholm as Chair, Timo Ritakallio as Deputy Chair, and Piia Karhu as a member of the Audit Committee, and Esa Kiiskinen as Chair, Timo Ritakallio as Deputy Chair, and Tiina Alahuhta-Kasko as a member of the Remuneration Committee. Based on the Board's independence evaluation, all Board members apart from Pauli Jaakola are independent of the company's significant shareholders. Jaakola is the Chair of Kesko's significant shareholder K-Retailers' Association. Of the Board members, Tiina Alahuhta-Kasko, Jannica Fagerholm, Piia Karhu and Timo Ritakallio are independent also of the company. Esa Kiiskinen, Pauli Jaakola and Jussi Perälä are not considered independent of the company, as they each control a company that has a chain agreement with Kesko.
お知らせ • Jul 24Kesko Oyj, Annual General Meeting, Mar 24, 2025Kesko Oyj, Annual General Meeting, Mar 24, 2025.
お知らせ • Jul 23Kesko Oyj to Report Q1, 2025 Results on Apr 29, 2025Kesko Oyj announced that they will report Q1, 2025 results on Apr 29, 2025
