Holmen AB (publ)

OM:HOLM B 株式レポート

時価総額:SEK 45.1b

Holmen マネジメント

マネジメント 基準チェック /34

Holmenの CEO はHenrik Sjolundで、 Apr2014年に任命され、 の在任期間は 12.25年です。 は、会社の株式の0.036%を直接所有しており、その価値はSEK 16.21M 。経営陣と取締役会の平均在任期間はそれぞれ8.5年と9.3年です。

主要情報

Henrik Sjolund

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間12.3yrs
CEOの所有権0.04%
経営陣の平均在職期間8.5yrs
取締役会の平均在任期間9.3yrs

経営陣の近況

Recent updates

ナラティブの更新 Jul 03

HOLM B: Rebased P/E Assumptions Will Shape Future Upside Potential

Holmen's analyst fair value has been revised down from SEK 450 to SEK 420. This change reflects recent cuts to Street price targets as analysts update their assumptions on growth, margins, and future P/E.
ナラティブの更新 Jun 19

HOLM B: Share Repurchases And Dividend Stability Will Support Future Returns

Holmen's analyst price target has been trimmed by about SEK 2 to roughly SEK 346 as analysts factor in slightly higher discount rates and modestly weaker margin and growth assumptions, following recent target reductions of SEK 20 at several brokers. Analyst Commentary Recent research on Holmen continues to cluster around small downward adjustments to price targets, with both JPMorgan and other bearish analysts trimming their valuations by around SEK 20.
ナラティブの更新 Jun 03

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

Analysts have trimmed their price target on Holmen to about SEK 348 from around SEK 355. This reflects updated assumptions for slightly softer revenue trends, lower profit margins and a higher future P/E multiple after recent target cuts of SEK 20 each from several brokers.
分析記事 May 06

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

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

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

It's shaping up to be a tough period for Holmen AB (publ) ( STO:HOLM B ), which a week ago released some disappointing...
ナラティブの更新 Apr 22

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

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

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

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

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

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

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

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

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

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

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

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

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

Holmen AB (publ) ( STO:HOLM B ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to...
ナラティブの更新 Jan 26

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

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

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

With a price-to-earnings (or "P/E") ratio of 19.2x Holmen AB (publ) ( STO:HOLM B ) may be sending bullish signals at...
ナラティブの更新 Jan 11

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

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

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

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

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

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

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Nov 16

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

Narrative Update on Holmen Analysts have slightly reduced their fair value estimate for Holmen to SEK 369.22. This change reflects recent price target downgrades driven by more cautious near-term growth expectations.
ナラティブの更新 Nov 01

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

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

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

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

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

Holmen AB (publ) ( STO:HOLM B ) last week reported its latest quarterly results, which makes it a good time for...
ナラティブの更新 Oct 18

Renewable Materials And Process Automation Will Shape Future Trends

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

Renewable Materials And Process Automation Will Shape Future Trends

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

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

With a median price-to-earnings (or "P/E") ratio of close to 23x in Sweden, you could be forgiven for feeling...
ナラティブの更新 Sep 06

Renewable Materials And Process Automation Will Shape Future Trends

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

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

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

We Think Holmen (STO:HOLM B) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 29

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

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

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

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

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

It's not a stretch to say that Holmen AB (publ)'s ( STO:HOLM B ) price-to-earnings (or "P/E") ratio of 21.1x right now...
分析記事 Apr 15

Holmen (STO:HOLM B) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Mar 15

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

Holmen AB (publ)'s ( STO:HOLM B ) recent weak earnings report didn't cause a big stock movement. We think that...
分析記事 Feb 22

Returns Are Gaining Momentum At Holmen (STO:HOLM B)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 Feb 04

The Holmen AB (publ) (STO:HOLM B) Yearly Results Are Out And Analysts Have Published New Forecasts

Holmen AB (publ) ( STO:HOLM B ) last week reported its latest yearly results, which makes it a good time for investors...
分析記事 Dec 28

A Look At The Intrinsic Value Of Holmen AB (publ) (STO:HOLM B)

Key Insights Holmen's estimated fair value is kr467 based on 2 Stage Free Cash Flow to Equity With kr407 share price...
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新しいナラティブ Dec 05

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

Strategic investments in higher-value products and niche markets could enhance margins and stabilize pricing power over time.
分析記事 Nov 26

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

There wouldn't be many who think Holmen AB (publ)'s ( STO:HOLM B ) price-to-earnings (or "P/E") ratio of 23.3x is worth...
分析記事 Nov 09

The Returns On Capital At Holmen (STO:HOLM B) Don't Inspire Confidence

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 Oct 11

Holmen (STO:HOLM B) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Sep 26

Estimating The Intrinsic Value Of Holmen AB (publ) (STO:HOLM B)

Key Insights Holmen's estimated fair value is kr541 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Aug 22

Holmen's (STO:HOLM B) Shareholders Have More To Worry About Than Only Soft Earnings

The market rallied behind Holmen AB (publ)'s ( STO:HOLM B ) stock, leading do a rise in the share price after its...
分析記事 Aug 18

Holmen AB (publ) Just Recorded A 6.8% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a good week for Holmen AB (publ) ( STO:HOLM B ) shareholders, because the company has just released its...
分析記事 Jul 28

Holmen AB (publ)'s (STO:HOLM B) Popularity With Investors Is Under Threat From Overpricing

With a median price-to-earnings (or "P/E") ratio of close to 23x in Sweden, you could be forgiven for feeling...
分析記事 Jun 28

Some Investors May Be Worried About Holmen's (STO:HOLM B) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 May 21

Calculating The Intrinsic Value Of Holmen AB (publ) (STO:HOLM B)

Key Insights The projected fair value for Holmen is kr395 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Apr 30

Earnings Beat: Holmen AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Holmen AB (publ) ( STO:HOLM B ) just released its latest first-quarter results and things are looking bullish. Holmen...

CEO報酬分析

Holmen の収益と比較して、Henrik Sjolund の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

SEK 3b

Dec 31 2025n/an/a

SEK 3b

Sep 30 2025n/an/a

SEK 3b

Jun 30 2025n/an/a

SEK 3b

Mar 31 2025n/an/a

SEK 3b

Dec 31 2024SEK 21mSEK 11m

SEK 3b

Sep 30 2024n/an/a

SEK 3b

Jun 30 2024n/an/a

SEK 3b

Mar 31 2024n/an/a

SEK 3b

Dec 31 2023SEK 23mSEK 11m

SEK 4b

Sep 30 2023n/an/a

SEK 4b

Jun 30 2023n/an/a

SEK 5b

Mar 31 2023n/an/a

SEK 6b

Dec 31 2022SEK 17mSEK 10m

SEK 6b

Sep 30 2022n/an/a

SEK 5b

Jun 30 2022n/an/a

SEK 5b

Mar 31 2022n/an/a

SEK 4b

Dec 31 2021SEK 16mSEK 9m

SEK 3b

Sep 30 2021n/an/a

SEK 3b

Jun 30 2021n/an/a

SEK 2b

Mar 31 2021n/an/a

SEK 2b

Dec 31 2020SEK 15mSEK 9m

SEK 2b

報酬と市場: Henrikの 総報酬 がSwedish市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。

報酬と収益: Henrikの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Henrik Sjolund (60 yo)

12.3yrs
在職期間

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


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Henrik Sjolund
President12.3yrsデータなし0.036%
SEK 16.2m
Stefan Lorehn
Chief Financial Officer1.4yrsデータなし0.0033%
SEK 1.5m
Henrik Andersson
Senior VP of Legal Affairs & Company Secretary7.3yrsデータなし0.0050%
SEK 2.3m
Stina Sandell
Senior Vice President of Sustainability & Communications9.2yrsデータなし0.0020%
SEK 902.9k
Gunilla Rolander
Senior Vice President of Human Resources11.5yrsデータなし0.0024%
SEK 1.1m
Soren Petersson
Senior Vice President of Forestno dataデータなし0.021%
SEK 9.3m
Anders Jernhall
Executive VP1.3yrsSEK 10.58m0.015%
SEK 6.8m
Johan Padel
Chair of Martinsons Byggsystem12.4yrsデータなし0.0027%
SEK 1.2m
Fredrik Nordqvist
Senior Vice President of Renewable Energyno dataデータなし0.0014%
SEK 623.0k
Lars Lundin
Senior Vice President of Board & Paper7.8yrsデータなし0.0063%
SEK 2.8m
Karolina Svensson
Head of Wood Products Business Areano dataデータなしデータなし
8.5yrs
平均在職期間
58.5yo
平均年齢

経験豊富な経営陣: HOLM Bの経営陣は経験豊富で経験豊富です(平均在職期間は8.5年)。


取締役

名称ポジション在職期間報酬所有権
Henrik Sjolund
President12.3yrsデータなし0.036%
SEK 16.2m
Fredrik Lundberg
Independent Chairman38.5yrsSEK 910.00k1.12%
SEK 504.0m
Ulf Lundahl
Independent Director22.3yrsSEK 455.00k0.0053%
SEK 2.4m
Fredrik Persson
Independent Director4.3yrsSEK 455.00k0.0020%
SEK 898.4k
Alice Kempe
Independent Director7.3yrsSEK 455.00k0.28%
SEK 126.4m
Eva Louise Lindh
Independent Director16.3yrsSEK 455.00k0.14%
SEK 61.8m
Tommy Asenbrygg
Employee Representative Director11.5yrsデータなし0.00013%
SEK 58.7k
Henriette Zeuchner
Independent Director11.3yrsSEK 455.00k0.0011%
SEK 478.5k
Stefan Widing
Director1.3yrsSEK 455.00k0.0023%
SEK 1.1m
Ari Aula
Employee Representative Director3.5yrsデータなしデータなし
Carina Akerstrom
Independent Director3.3yrsSEK 455.00k0.00042%
SEK 189.6k
John Nyberg
Employee Representative Director2.5yrsデータなしデータなし
9.3yrs
平均在職期間
58.5yo
平均年齢

経験豊富なボード: HOLM Bの 取締役会経験豊富 であると考えられます ( 9.3年の平均在任期間)。


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2026/07/10 20:57
終値2026/07/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Holmen AB (publ) 8 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。18

アナリスト機関
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Pallav MittalBarclays
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