View Financial HealthJM 배당 및 자사주 매입배당 기준 점검 2/6JM 은(는) 현재 수익률이 1.75% 인 배당금 지급 회사입니다.핵심 정보1.7%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률6.1%배당 성장률-4.8%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향243%최근 배당 및 자사주 매입 업데이트공시 • Jan 31JM AB (publ) announces Annual dividend, payable on April 23, 2026JM AB (publ) announced Annual dividend of SEK 2.0000 per share payable on April 23, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.공시 • Apr 09JM AB (publ) Resolves to Pay Dividend, Payable on April 16, 2025JM AB (publ) at its annual general meeting held on April 9, 2025, resolved to pay a dividend of SEK 3.25 per share. The record date for payment has been set on April 11, 2025. Euroclear Sweden AB is expected to send the dividend on April 16, 2025.공시 • Jan 31JM AB (Publ) Proposes Dividend for 2024JM AB (publ) proposes a dividend of SEK 3.25 (3.00) for 2024.공시 • Apr 19JM AB (publ) Approves Dividend, Payable on April 25, 2024JM AB (publ) at its Annual General Meeting held on April 18, 2024, resolved to pay a dividend of SEK 3 per share. The record date for payment has been set on April 22, 2024. Euroclear Sweden AB is expected to send the dividend on April 25, 2024.Upcoming Dividend • Apr 12Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 25 April 2024. Payout ratio is a comfortable 19% and the cash payout ratio is 86%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).공시 • Jan 30Jm AB (Publ) Proposes Dividend for 2023JM AB (publ) proposed SEK 3.00 (14.00) in dividend for 2023 with the intention of an extraordinary general meeting in the fourth quarter of 2024 to propose resolution on an additional dividend of SEK 3.00.모든 업데이트 보기Recent updates공시 • Jan 31JM AB (publ) announces Annual dividend, payable on April 23, 2026JM AB (publ) announced Annual dividend of SEK 2.0000 per share payable on April 23, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.공시 • Jan 29JM AB (publ) to Report Fiscal Year 2025 Final Results on Mar 23, 2026JM AB (publ) announced that they will report fiscal year 2025 final results on Mar 23, 2026공시 • Jan 22JM AB Appoints Henrik Brinck Landelius as the new head of the business segment JM Stockholm, Effective February 9, 2026JM AB recruited Henrik Brinck Landelius as the new head of the business segment JM Stockholm. Henrik will take up his position on February 9, 2026, and will be part of JM’s Executive Management Team. Henrik Brinck Landelius will be responsible for leading the Group’s business segment JM Stockholm, which also includes JM Property Development as of January 1, 2026. Henrik most recently served as CEO of Ariem, a Nordic fund manager and property owner. Prior to that, he held roles including Business Area Manager and member of the Executive Management Team at NCC, as well as Head of Project Development at Fastighets AB LE Lundberg.공시 • Nov 29Jm Starting Production of Housing in Kvarnholmen, NackaJM has started the production of the Kvarnholmens Krona project, consisting of 96 tenant-owned apartments. With four buildings and a garage in an adjacent structure, the Kvarnholmens Krona project represents the final stage in the Sillkajen area. Sales are underway, and occupancy is planned to start in the third quarter of 2027, with estimated completion at the turn of the year 2027/2028. The housing start is reported within the JM Residential Stockholm business segment in the fourth quarter of 2025. With the start of Kvarnholmens Krona, JM will have started production of 1,071 residential units in Kvarnholmen, of which 169 are not yet completed. A total of approximately 3,500 residential units are expected to be built in Kvarnholmen, with JM accounting for about half of them.공시 • Nov 09+ 2 more updatesJM AB (publ) to Report First Half, 2026 Results on Jul 10, 2026JM AB (publ) announced that they will report first half, 2026 results on Jul 10, 2026공시 • Oct 15JM AB (publ), Annual General Meeting, Apr 16, 2026JM AB (publ), Annual General Meeting, Apr 16, 2026.공시 • Sep 27JM Starts Production of Housing in Marievik, StockholmJM has started the production of the project Rex, consisting of 128 tenant-owned apartments. Located on Marieviks Udde in a central location next to Lake Malaren just south of Hornstull, the Rex project is part of a larger block and consists of four stairwells with an underlying garage. Sales are underway and occupancy is expected to start in the third quarter of 2028, with estimated completion at the turn of the year28/2029. The housing start is reported within the JM Bostad Stockholm business segment in the third quarter of 2025. This is the second housing start for JM within Marieviks Udde, where there will be a total of four blocks with approximately 620 residential units, a preschool and commercial premises.공시 • Sep 18JM Starts Production of Housing in NackaJM has started the production of 83 freehold apartments in the Akva project in the Centrala Nacka district. Akva is part of a larger block and consists of four stairwells with underground garages next to Nacka Strand and Nacka Forum, centrally located by the upcoming metro. Sales are underway and occupancy is expected to start in the third quarter of 2027, with estimated completion at the turn of the year 2027/2028. The housing start is reported within the JM Bostad Stockholm business segment in the third quarter of 2025.공시 • Aug 05JM AB (publ) to Report Fiscal Year 2025 Results on Jan 30, 2026JM AB (publ) announced that they will report fiscal year 2025 results on Jan 30, 2026공시 • Jun 27Jm Starts Production of 165 Rental Units in SollentunaJM starts the production of a rental project in the Vasjo Port area in Sollentuna. Production of the residential units in the project Vasjo Port will start in the second quarter of 2025 and will be reported as a project property in the business segment JM Property Development's balance sheet until the property is sold. Completion is estimated for the second quarter of 2027. Vasjo is an area under development in the eastern part of Sollentuna municipality, located approximately 15 kilometers north of Stockholm. The rental units in Vasjo Port will be located near the lake with proximity to a ski slope and nature reserve as well as a new school, grocery store and public transportation. There will also be a so-called mobility house directly adjacent, with a garage and rental of various types of transportation.공시 • Jun 19+ 1 more updateJM Starts Production of Freehold Apartments in Brunnshog, LundJM starts the production of 79 residential units in the Brunnshog district of Lund. The production of the residential units in Project Y will begin in the second quarter of 2025 and sales of the homes, which consist of freehold apartments, are underway. Occupancy is planned for the first quarter of 2027. The housing start is reported within the JM Residential Sweden business segment in the second quarter of 2025. The residential units are the first phase in a new area where JM will develop a total of approximately 112 units, with proximity to lush parks and the new tram line that reaches central Lund within 15 minutes.공시 • Apr 09JM AB (publ) Resolves to Pay Dividend, Payable on April 16, 2025JM AB (publ) at its annual general meeting held on April 9, 2025, resolved to pay a dividend of SEK 3.25 per share. The record date for payment has been set on April 11, 2025. Euroclear Sweden AB is expected to send the dividend on April 16, 2025.공시 • Mar 31JM Starts Production of Housing in GothenburgJM has started the production of 67 residential units in the Eriksberg district in central Gothenburg. The production of the two apartment buildings, each with seven floors, has begun in the first quarter of 2025 and the sale of the tenant-owned apartments is ongoing. The apartments will be in a prime location on Hisingen with good communications and proximity to the Gota Alv. Completion is planned for the first quarter of 2027. The residential units are JM's first within the Saterigatan detailed plan, where a total of approximately 1,100 residential units, a new preschool and business premises are planned, where JM will develop a total of approximately 350 residential units.공시 • Mar 28+ 1 more updateJM Starting Production of Rental Project in HelsinkiJM starts the production of approximately 70 rental units in Herttoniemi, Helsinki. Production of the residential units will start in the first quarter of 2025 and will be reported as a project property in the business segment JM Finland's balance sheet until the property is sold. Completion is estimated for the second quarter of 2026.공시 • Feb 04+ 1 more updateJM AB (publ) to Report First Half, 2025 Results on Jul 11, 2025JM AB (publ) announced that they will report first half, 2025 results on Jul 11, 2025공시 • Feb 01JM AB (publ), Annual General Meeting, Apr 09, 2025JM AB (publ), Annual General Meeting, Apr 09, 2025.공시 • Jan 31JM AB (Publ) Proposes Dividend for 2024JM AB (publ) proposes a dividend of SEK 3.25 (3.00) for 2024.공시 • Jan 08JM AB (Publ) Announces Appointment of Maria Branestam as Director of HR, Effective No Later Than July 4, 2025JM AB (publ) announced the appointment of Maria Branestam as Director of HR and will be responsible for leading the Group HR organization. Maria will take up the position no later than July 4, 2025, and will be part of JM's Executive Management. Maria Branestam holds a degree in social work and comes most recently from MAX Burgers AB, where she has been Head of HR Operations since 2021. Prior to that, she has held similar roles in, among others, Martin & Servera and Nordea.공시 • Oct 23JM AB (publ) to Report Q1, 2025 Results on Apr 24, 2025JM AB (publ) announced that they will report Q1, 2025 results on Apr 24, 2025공시 • Aug 20JM AB (publ) Announces Potential Lay-Off Within the Production OrganizationJM AB (publ) announced 145 potential lay-offs within the production organization in Sweden due to redundancy. Despite signs of an improved housing market, it remains cautious. The market situation has led to new housing projects not being able to start at the same pace and with the corresponding number of residential units as in the projects that have been completed. It is therefore necessary to adapt the staffing in the production organization to the redundancy that arises in connection with fewer housing starts. The potential lay-offs mainly concerns wage-earners in the Swedish production organization. Even though JM sees an increased interest from customers, it will take more time for the housing market to recover to the volumes that have been prevalent in the new production of housing in recent years.공시 • Jul 11JM AB (publ) to Report Fiscal Year 2024 Results on Jan 31, 2025JM AB (publ) announced that they will report fiscal year 2024 results on Jan 31, 2025Reported Earnings • Jul 11Second quarter 2024 earnings released: EPS: kr2.54 (vs kr3.44 in 2Q 2023)Second quarter 2024 results: EPS: kr2.54 (down from kr3.44 in 2Q 2023). Revenue: kr4.67b (up 38% from 2Q 2023). Net income: kr164.0m (down 26% from 2Q 2023). Profit margin: 3.5% (down from 6.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 15% per year.공시 • Jun 26JM AB (publ) Announces Resignation of Malin Lundgren as Director of Human Resources, Effective July 5, 2024JM AB (publ) announced Malin Lundgren, Director of Human Resources, has chosen to leave the company. Malin will leave her position on July 5, 2024, after nearly four years with the company. JM's HR work has developed in a more strategic and business-oriented direction during Malin Lundgren's time as Director of Human Resources.Recent Insider Transactions • Jun 13Insider recently bought €692k worth of stockOn the 7th of June, Maria Backman bought around 39k shares on-market at roughly €17.75 per share. This transaction increased Maria's direct individual holding by 29x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €828k more in shares than they have sold in the last 12 months.공시 • Apr 20JM AB (publ) Approves the Appointment of Liia Nõu as New Board MemberJM AB (publ) at its Annual General Meeting held on April 18, 2024, approved the appointment of Liia Nõu as new Board Member.공시 • Apr 19JM AB (publ) Approves Dividend, Payable on April 25, 2024JM AB (publ) at its Annual General Meeting held on April 18, 2024, resolved to pay a dividend of SEK 3 per share. The record date for payment has been set on April 22, 2024. Euroclear Sweden AB is expected to send the dividend on April 25, 2024.공시 • Apr 16+ 1 more updateJM AB Announces CEO Changes, Effective June 1, 2024The board of JM AB appointed Mikael Åslund as CEO from June 1, 2024. He will succeed Johan Skoglund, who will retire at the same time. Mikael Åslund comes most recently from the role of Business Unit Manager JM Property Development and has been employed at JM since 2000. He has a Master of Science degree from Luleå University of Technology and has completed the Master of Science program at the Stockholm School of Business. Mikael resides in the Stockholm region.Upcoming Dividend • Apr 12Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 25 April 2024. Payout ratio is a comfortable 19% and the cash payout ratio is 86%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).Reported Earnings • Mar 27Full year 2023 earnings released: EPS: kr15.95 (vs kr22.80 in FY 2022)Full year 2023 results: EPS: kr15.95 (down from kr22.80 in FY 2022). Revenue: kr15.7b (flat on FY 2022). Net income: kr1.03b (down 33% from FY 2022). Profit margin: 6.5% (down from 9.7% in FY 2022). Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.공시 • Mar 20JM AB (publ) to Report Fiscal Year 2023 Final Results on Mar 25, 2024JM AB (publ) announced that they will report fiscal year 2023 final results on Mar 25, 2024Reported Earnings • Jan 31Full year 2023 earnings released: EPS: kr15.95 (vs kr22.80 in FY 2022)Full year 2023 results: EPS: kr15.95 (down from kr22.80 in FY 2022). Revenue: kr16.0b (up 1.5% from FY 2022). Net income: kr1.03b (down 33% from FY 2022). Profit margin: 6.4% (down from 9.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.8% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • Jan 30Jm AB (Publ) Proposes Dividend for 2023JM AB (publ) proposed SEK 3.00 (14.00) in dividend for 2023 with the intention of an extraordinary general meeting in the fourth quarter of 2024 to propose resolution on an additional dividend of SEK 3.00.공시 • Jan 11JM AB (publ) to Report Fiscal Year 2023 Results on Jan 30, 2024JM AB (publ) announced that they will report fiscal year 2023 results at 8:00 AM, Central European Standard Time on Jan 30, 2024공시 • Dec 20+ 1 more updateJM AB (publ) Announces Retirement of Johan Skoglund as CEO, Effective on June 1, 2024JM's CEO Johan Skoglund will retire in 2024. After 37 years at JM AB (publ), of which 21 as President, Johan Skoglund has informed the board that he has decided to retire in 2024. Johan Skoglund will leave JM in June 2024. The Board will now initiate the process of recruiting a successor. Johan Skoglund will continue as CEO until June 1, 2024 at the latest.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.43, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Consumer Durables industry in Europe. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.66 per share.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €9.36, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total loss to shareholders of 55% over the past three years.New Risk • Oct 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German 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: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 43% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: kr5.46 (vs kr4.14 in 3Q 2022)Third quarter 2023 results: EPS: kr5.46 (up from kr4.14 in 3Q 2022). Revenue: kr4.45b (up 72% from 3Q 2022). Net income: kr352.0m (up 28% from 3Q 2022). Profit margin: 7.9% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 26% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.1%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.공시 • Sep 26+ 1 more updateJM AB (publ), Annual General Meeting, Apr 18, 2024JM AB (publ), Annual General Meeting, Apr 18, 2024. Location: Solna Solna SwedenValuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €11.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Consumer Durables industry in Europe. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.40 per share.New Risk • Jul 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 27% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Jul 13Second quarter 2023 earnings released: EPS: kr3.44 (vs kr4.56 in 2Q 2022)Second quarter 2023 results: EPS: kr3.44 (down from kr4.56 in 2Q 2022). Revenue: kr3.38b (down 7.8% from 2Q 2022). Net income: kr222.0m (down 28% from 2Q 2022). Profit margin: 6.6% (down from 8.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.6%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jun 11Chief Executive Officer of JM Suomi Oy recently bought €27k worth of stockOn the 9th of June, Markus Heino bought around 2k shares on-market at roughly €12.45 per share. This transaction increased Markus' direct individual holding by 22x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €124k. Insiders have collectively bought €598k more in shares than they have sold in the last 12 months.공시 • May 18AMF Fonder AB and AMF Tjänstepension AB acquired an unknown minority stake in JM AB (publ).AMF Fonder AB and AMF Tjänstepension AB acquired an unknown minority stake in JM AB (publ) on May 17, 2023.AMF Fonder AB and AMF Tjänstepension AB completed the acquisition of an unknown minority stake in JM AB (publ) on May 17, 2023.Recent Insider Transactions • May 04Insider recently bought €124k worth of stockOn the 28th of April, Jan Strömberg bought around 8k shares on-market at roughly €14.66 per share. This transaction increased Jan Strömberg'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. Insiders have collectively bought €502k more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €15.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total returns to shareholders of 5.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.89 per share.Upcoming Dividend • Mar 24Upcoming dividend of kr14.00 per share at 8.2% yieldEligible shareholders must have bought the stock before 31 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 8.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 10Full year 2022 earnings released: EPS: kr22.80 (vs kr26.06 in FY 2021)Full year 2022 results: EPS: kr22.80 (down from kr26.06 in FY 2021). Revenue: kr15.7b (flat on FY 2021). Net income: kr1.53b (down 15% from FY 2021). Profit margin: 9.7% (down from 12% in FY 2021). Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.공시 • Feb 06JM AB (publ) to Report Q1, 2023 Results on Apr 27, 2023JM AB (publ) announced that they will report Q1, 2023 results on Apr 27, 2023Reported Earnings • Feb 03Full year 2022 earnings released: EPS: kr22.80 (vs kr26.06 in FY 2021)Full year 2022 results: EPS: kr22.80 (down from kr26.06 in FY 2021). Revenue: kr15.7b (flat on FY 2021). Net income: kr1.53b (down 15% from FY 2021). Profit margin: 9.7% (down from 12% in FY 2021). Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Feb 02+ 1 more updateKaj-Gustaf Bergh Declines Re-Election as Board Member of JM AB (publ)JM AB (publ) announced that Kaj-Gustaf Bergh has declined re-election as board member.공시 • Nov 16JM AB (Publ) Announces Resignation of Carl Bandhold as CFOJM AB (publ) announced Carl Bandhold, CFO, has resigned at his own request. Carl's successor will be announced separately where the recruitment process will be started immediately. Carl will remain in his position during the notice period, up to and including May 2023 at the latest.공시 • Oct 29JM AB (publ) to Report Fiscal Year 2022 Results on Feb 01, 2023JM AB (publ) announced that they will report fiscal year 2022 results at 9:00 AM, Central European Standard Time on Feb 01, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: kr3.69 (vs kr4.40 in 3Q 2021)Third quarter 2022 results: EPS: kr3.69 (down from kr4.40 in 3Q 2021). Revenue: kr3.00b (down 4.2% from 3Q 2021). Net income: kr246.0m (down 19% from 3Q 2021). Profit margin: 8.2% (down from 9.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Oct 13Swedbank Robur Fonder AB acquired a 5.07% stake in JM AB (publ).Swedbank Robur Fonder AB acquired a 5.07% stake in JM AB (publ) on October 12, 2022.Swedbank Robur Fonder AB completed the acquisition of a 5.07% stake in JM AB (publ) on October 12, 2022.공시 • Sep 30+ 1 more updateJM AB (publ), Annual General Meeting, Mar 30, 2023JM AB (publ), Annual General Meeting, Mar 30, 2023. Agenda: Annual General Meeting.공시 • Sep 29JM AB (Publ) Announces Annica Ånäs Leaves Board of DirectorsDue to the recruitment of personnel, representatives of JM assess that there is a risk of a conflict of interest between Annica Ånäs's role as board member of JM and her role as CEO of Atrium Ljungberg AB. Annica Ånäs has therefore chosen to leave JM's Board of Directors.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €18.84, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total loss to shareholders of 4.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.13 per share.Reported Earnings • Jul 13Second quarter 2022 earnings released: EPS: kr4.60 (vs kr6.89 in 2Q 2021)Second quarter 2022 results: EPS: kr4.60 (down from kr6.89 in 2Q 2021). Revenue: kr3.67b (down 9.7% from 2Q 2021). Net income: kr309.0m (down 35% from 2Q 2021). Profit margin: 8.4% (down from 12% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 1.7% compared to a 4.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jun 09Independent Director recently bought €20k worth of stockOn the 1st of June, Thomas Thuresson bought around 1k shares on-market at roughly €20.00 per share. In the last 3 months, there was an even bigger purchase from another insider worth €128k. Despite this recent purchase, insiders have collectively sold €652k more in shares than they bought in the last 12 months.공시 • May 26Swedish Fortifications Agency signed an agreement to acquire office project K1 Karlbergs Strand in Solna from JM AB (publ) (OM:JM) for SEK 2.4 billion.Swedish Fortifications Agency signed an agreement to acquire office project K1 Karlbergs Strand in Solna from JM AB (publ) (OM:JM) for SEK 2.4 billion on May 24, 2022. The property is under construction with planned occupancy in Q1 2025, which is when it is expected to be completed. The acquisition is conditional on a Government Decision, and payment will be made at occupancy. As of the Government’s decision, revenue and profit will be recognized gradually over the course of the build within the business segment JM Property Development.Recent Insider Transactions • May 08CFO & Head of Investor Relations recently bought €128k worth of stockOn the 3rd of May, Carl Bandhold bought around 6k shares on-market at roughly €21.38 per share. This was the largest purchase by an insider in the last 3 months. This was Carl's only on-market trade for the last 12 months.Reported Earnings • May 01First quarter 2022 earnings released: EPS: kr5.03 (vs kr4.99 in 1Q 2021)First quarter 2022 results: EPS: kr5.03. Revenue: kr3.84b (up 7.8% from 1Q 2021). Net income: kr344.0m (flat on 1Q 2021). Profit margin: 9.0% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 8.1% growth forecast for the industry in Germany.공시 • Apr 07JM AB (publ) (OM:JM) agreed to acquire Three Properties in Veddesta, Järfälla for approximately SEK 170 million.JM AB (publ) (OM:JM) agreed to acquire Three Properties in Veddesta, Järfälla for approximately SEK 170 million on April 5, 2022. The acquired properties includes Veddesta 1:21, Veddesta 2:29 and Veddesta 2:55. The transaction is expected to complete in Q2 2022.공시 • Apr 01+ 1 more updateJM AB (publ) Announces Dividend for Year 2021, Payable on April 4, 2022The Annual General Meeting (AGM) of shareholders of JM AB (publ) met on March 31, 2022 resolved to pay a dividend of SEK 13.50 per share. The record date for payment is April 4, 2022. Euroclear Sweden AB will send the dividend on, April 7, 2022.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.58, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.89 per share.Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr26.06 (up from kr22.12 in FY 2020). Revenue: kr15.7b (down 3.8% from FY 2020). Net income: kr1.80b (up 17% from FY 2020). Profit margin: 12% (up from 9.4% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €26.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.36 per share.Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr26.06 (up from kr22.12 in FY 2020). Revenue: kr15.7b (down 3.8% from FY 2020). Net income: kr1.80b (up 17% from FY 2020). Profit margin: 12% (up from 9.4% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 03+ 2 more updatesJM AB (publ) to Report First Half, 2022 Results on Jul 12, 2022JM AB (publ) announced that they will report first half, 2022 results on Jul 12, 2022공시 • Feb 02JM AB (Publ) Proposes Dividend for 2021JM AB (publ) announced that the Board of Directors proposes a dividend of SEK 13.50 for 2021, compared to SEK 12.75 a year ago.Recent Insider Transactions • Dec 29Director of Operations Development recently sold €99k worth of stockOn the 27th of December, Per Lundquist sold around 3k shares on-market at roughly €39.64 per share. In the last 3 months, there was an even bigger sale from another insider worth €445k. This was Per's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 12President & CEO recently sold €445k worth of stockOn the 10th of December, Johan Skoglund sold around 11k shares on-market at roughly €39.82 per share. This was the largest sale by an insider in the last 3 months. This was Johan's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 02Employee Representative Deputy Director recently sold €40k worth of stockOn the 25th of November, Jonny Änges sold around 1k shares on-market at roughly €39.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €296k more than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS kr4.40 (vs kr4.21 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: kr3.12b (down 8.9% from 3Q 2020). Net income: kr304.0m (up 3.8% from 3Q 2020). Profit margin: 9.7% (up from 8.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Aug 18Insider recently sold €198k worth of stockOn the 12th of August, Maria Backman sold around 6k shares on-market at roughly €30.86 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €213k more than they bought in the last 12 months.Executive Departure • Aug 18CFO & Head of IR Claes Akesson has left the companyOn the 16th of August, Claes Akesson's tenure as CFO & Head of IR ended. We don't have any record of a personal shareholding under Claes' name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.00 years.공시 • Jun 08Samhällsbyggnadsbolaget i Norden AB (publ) (OM:SBB B) acquired 20.08% stake in JM AB (publ) (OM:JM) from OBOS BBL for SEK 4.6 billion.Samhällsbyggnadsbolaget i Norden AB (publ) (OM:SBB B) acquired 20.08% stake in JM AB (publ) (OM:JM) from OBOS BBL for SEK 4.6 billion on June 7, 2021. Under the terms of the transaction, SBB acquired 14 million shares for SEK 326.3 per share. The transaction is expected to increase SBB's profit from property management on an annual basis. Morten Nordgård, Per Thurezon and Johan Tisell of Skandinaviska Enskilda Banken AB (publ) (OM:SEB A) acted as financial advisor to the OBOS BBL. Samhällsbyggnadsbolaget i Norden AB (publ) (OM:SBB B) completed the acquisition of 20.08% stake in JM AB (publ) (OM:JM) from OBOS BBL on June 7, 2021.Reported Earnings • May 02First quarter 2021 earnings released: EPS kr4.99 (vs kr5.35 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: kr3.55b (down 8.4% from 1Q 2020). Net income: kr347.0m (down 6.7% from 1Q 2020). Profit margin: 9.8% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Executive Departure • Mar 25Independent Director has left the companyOn the 24th of March, Eva Nygren's tenure as Independent Director ended after 7.9 years in the role. We don't have any record of a personal shareholding under Eva's name. A total of 3 executives have left over the last 12 months.Upcoming Dividend • Mar 18Upcoming Dividend of kr12.75 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 25th of March. The trailing yield of 4.0% is in the top quartile of German dividend payers (3.3%), and it is higher than industry peers (2.2%).Is New 90 Day High Low • Mar 11New 90-day high: €30.91The company is up 13% from its price of €27.42 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.63 per share.Recent Insider Transactions • Feb 21Insider recently sold €15k worth of stockOn the 15th of February, Maria Bäckman sold around 500 shares on-market at roughly €30.17 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €52k more than they sold in the last 12 months.Recent Insider Transactions • Feb 20Insider recently sold €15k worth of stockOn the 15th of February, Maria Bäckman sold around 500 shares on-market at roughly €30.17 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €52k more than they sold in the last 12 months.공시 • Feb 10JM AB (publ) Announces Executive Changes, Effective August 16, 2021JM AB (publ) announced the appointment of Carl Bandhold as the new chief financial officer after current Chief Financial Officer Claes Magnus Ã.kesson retires. Carl Bandhold will take over as CFO of JM on August 16, 2021. Carl is currently CFO of Permobil since 2011, and prior to this he worked at Boston Consulting Group and Deutsche Bank, among others.Reported Earnings • Feb 05Full year 2020 earnings released: EPS kr22.12 (vs kr21.93 in FY 2019)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2020 results: Revenue: kr16.3b (up 3.7% from FY 2019). Net income: kr1.54b (flat on FY 2019). Profit margin: 9.4% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is expected to shrink by 4.5% compared to a 7.2% growth forecast for the Consumer Durables industry in Germany.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: JMM 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: JMM 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장JM 배당 수익률 vs 시장JMM의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (JMM)1.7%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Consumer Durables)5.6%분석가 예측 (JMM) (최대 3년)6.1%주목할만한 배당금: JMM 의 배당금( 1.75% )은 German 시장에서 배당금 지급자의 하위 25%( 1.51% )보다 높습니다.고배당: JMM 의 배당금( 1.75% )은 German 시장에서 배당금 지급자의 상위 25%( 4.51% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 243.4% )이 높기 때문에 JMM 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 59.5% )로 JMM 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 01:51종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스JM AB (publ)는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierKristofer Liljeberg-SvenssonCarnegie Investment Bank ABStefan Erik AnderssonDanske Bank7명의 분석가 더 보기
공시 • Jan 31JM AB (publ) announces Annual dividend, payable on April 23, 2026JM AB (publ) announced Annual dividend of SEK 2.0000 per share payable on April 23, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.
공시 • Apr 09JM AB (publ) Resolves to Pay Dividend, Payable on April 16, 2025JM AB (publ) at its annual general meeting held on April 9, 2025, resolved to pay a dividend of SEK 3.25 per share. The record date for payment has been set on April 11, 2025. Euroclear Sweden AB is expected to send the dividend on April 16, 2025.
공시 • Jan 31JM AB (Publ) Proposes Dividend for 2024JM AB (publ) proposes a dividend of SEK 3.25 (3.00) for 2024.
공시 • Apr 19JM AB (publ) Approves Dividend, Payable on April 25, 2024JM AB (publ) at its Annual General Meeting held on April 18, 2024, resolved to pay a dividend of SEK 3 per share. The record date for payment has been set on April 22, 2024. Euroclear Sweden AB is expected to send the dividend on April 25, 2024.
Upcoming Dividend • Apr 12Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 25 April 2024. Payout ratio is a comfortable 19% and the cash payout ratio is 86%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).
공시 • Jan 30Jm AB (Publ) Proposes Dividend for 2023JM AB (publ) proposed SEK 3.00 (14.00) in dividend for 2023 with the intention of an extraordinary general meeting in the fourth quarter of 2024 to propose resolution on an additional dividend of SEK 3.00.
공시 • Jan 31JM AB (publ) announces Annual dividend, payable on April 23, 2026JM AB (publ) announced Annual dividend of SEK 2.0000 per share payable on April 23, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.
공시 • Jan 29JM AB (publ) to Report Fiscal Year 2025 Final Results on Mar 23, 2026JM AB (publ) announced that they will report fiscal year 2025 final results on Mar 23, 2026
공시 • Jan 22JM AB Appoints Henrik Brinck Landelius as the new head of the business segment JM Stockholm, Effective February 9, 2026JM AB recruited Henrik Brinck Landelius as the new head of the business segment JM Stockholm. Henrik will take up his position on February 9, 2026, and will be part of JM’s Executive Management Team. Henrik Brinck Landelius will be responsible for leading the Group’s business segment JM Stockholm, which also includes JM Property Development as of January 1, 2026. Henrik most recently served as CEO of Ariem, a Nordic fund manager and property owner. Prior to that, he held roles including Business Area Manager and member of the Executive Management Team at NCC, as well as Head of Project Development at Fastighets AB LE Lundberg.
공시 • Nov 29Jm Starting Production of Housing in Kvarnholmen, NackaJM has started the production of the Kvarnholmens Krona project, consisting of 96 tenant-owned apartments. With four buildings and a garage in an adjacent structure, the Kvarnholmens Krona project represents the final stage in the Sillkajen area. Sales are underway, and occupancy is planned to start in the third quarter of 2027, with estimated completion at the turn of the year 2027/2028. The housing start is reported within the JM Residential Stockholm business segment in the fourth quarter of 2025. With the start of Kvarnholmens Krona, JM will have started production of 1,071 residential units in Kvarnholmen, of which 169 are not yet completed. A total of approximately 3,500 residential units are expected to be built in Kvarnholmen, with JM accounting for about half of them.
공시 • Nov 09+ 2 more updatesJM AB (publ) to Report First Half, 2026 Results on Jul 10, 2026JM AB (publ) announced that they will report first half, 2026 results on Jul 10, 2026
공시 • Oct 15JM AB (publ), Annual General Meeting, Apr 16, 2026JM AB (publ), Annual General Meeting, Apr 16, 2026.
공시 • Sep 27JM Starts Production of Housing in Marievik, StockholmJM has started the production of the project Rex, consisting of 128 tenant-owned apartments. Located on Marieviks Udde in a central location next to Lake Malaren just south of Hornstull, the Rex project is part of a larger block and consists of four stairwells with an underlying garage. Sales are underway and occupancy is expected to start in the third quarter of 2028, with estimated completion at the turn of the year28/2029. The housing start is reported within the JM Bostad Stockholm business segment in the third quarter of 2025. This is the second housing start for JM within Marieviks Udde, where there will be a total of four blocks with approximately 620 residential units, a preschool and commercial premises.
공시 • Sep 18JM Starts Production of Housing in NackaJM has started the production of 83 freehold apartments in the Akva project in the Centrala Nacka district. Akva is part of a larger block and consists of four stairwells with underground garages next to Nacka Strand and Nacka Forum, centrally located by the upcoming metro. Sales are underway and occupancy is expected to start in the third quarter of 2027, with estimated completion at the turn of the year 2027/2028. The housing start is reported within the JM Bostad Stockholm business segment in the third quarter of 2025.
공시 • Aug 05JM AB (publ) to Report Fiscal Year 2025 Results on Jan 30, 2026JM AB (publ) announced that they will report fiscal year 2025 results on Jan 30, 2026
공시 • Jun 27Jm Starts Production of 165 Rental Units in SollentunaJM starts the production of a rental project in the Vasjo Port area in Sollentuna. Production of the residential units in the project Vasjo Port will start in the second quarter of 2025 and will be reported as a project property in the business segment JM Property Development's balance sheet until the property is sold. Completion is estimated for the second quarter of 2027. Vasjo is an area under development in the eastern part of Sollentuna municipality, located approximately 15 kilometers north of Stockholm. The rental units in Vasjo Port will be located near the lake with proximity to a ski slope and nature reserve as well as a new school, grocery store and public transportation. There will also be a so-called mobility house directly adjacent, with a garage and rental of various types of transportation.
공시 • Jun 19+ 1 more updateJM Starts Production of Freehold Apartments in Brunnshog, LundJM starts the production of 79 residential units in the Brunnshog district of Lund. The production of the residential units in Project Y will begin in the second quarter of 2025 and sales of the homes, which consist of freehold apartments, are underway. Occupancy is planned for the first quarter of 2027. The housing start is reported within the JM Residential Sweden business segment in the second quarter of 2025. The residential units are the first phase in a new area where JM will develop a total of approximately 112 units, with proximity to lush parks and the new tram line that reaches central Lund within 15 minutes.
공시 • Apr 09JM AB (publ) Resolves to Pay Dividend, Payable on April 16, 2025JM AB (publ) at its annual general meeting held on April 9, 2025, resolved to pay a dividend of SEK 3.25 per share. The record date for payment has been set on April 11, 2025. Euroclear Sweden AB is expected to send the dividend on April 16, 2025.
공시 • Mar 31JM Starts Production of Housing in GothenburgJM has started the production of 67 residential units in the Eriksberg district in central Gothenburg. The production of the two apartment buildings, each with seven floors, has begun in the first quarter of 2025 and the sale of the tenant-owned apartments is ongoing. The apartments will be in a prime location on Hisingen with good communications and proximity to the Gota Alv. Completion is planned for the first quarter of 2027. The residential units are JM's first within the Saterigatan detailed plan, where a total of approximately 1,100 residential units, a new preschool and business premises are planned, where JM will develop a total of approximately 350 residential units.
공시 • Mar 28+ 1 more updateJM Starting Production of Rental Project in HelsinkiJM starts the production of approximately 70 rental units in Herttoniemi, Helsinki. Production of the residential units will start in the first quarter of 2025 and will be reported as a project property in the business segment JM Finland's balance sheet until the property is sold. Completion is estimated for the second quarter of 2026.
공시 • Feb 04+ 1 more updateJM AB (publ) to Report First Half, 2025 Results on Jul 11, 2025JM AB (publ) announced that they will report first half, 2025 results on Jul 11, 2025
공시 • Feb 01JM AB (publ), Annual General Meeting, Apr 09, 2025JM AB (publ), Annual General Meeting, Apr 09, 2025.
공시 • Jan 31JM AB (Publ) Proposes Dividend for 2024JM AB (publ) proposes a dividend of SEK 3.25 (3.00) for 2024.
공시 • Jan 08JM AB (Publ) Announces Appointment of Maria Branestam as Director of HR, Effective No Later Than July 4, 2025JM AB (publ) announced the appointment of Maria Branestam as Director of HR and will be responsible for leading the Group HR organization. Maria will take up the position no later than July 4, 2025, and will be part of JM's Executive Management. Maria Branestam holds a degree in social work and comes most recently from MAX Burgers AB, where she has been Head of HR Operations since 2021. Prior to that, she has held similar roles in, among others, Martin & Servera and Nordea.
공시 • Oct 23JM AB (publ) to Report Q1, 2025 Results on Apr 24, 2025JM AB (publ) announced that they will report Q1, 2025 results on Apr 24, 2025
공시 • Aug 20JM AB (publ) Announces Potential Lay-Off Within the Production OrganizationJM AB (publ) announced 145 potential lay-offs within the production organization in Sweden due to redundancy. Despite signs of an improved housing market, it remains cautious. The market situation has led to new housing projects not being able to start at the same pace and with the corresponding number of residential units as in the projects that have been completed. It is therefore necessary to adapt the staffing in the production organization to the redundancy that arises in connection with fewer housing starts. The potential lay-offs mainly concerns wage-earners in the Swedish production organization. Even though JM sees an increased interest from customers, it will take more time for the housing market to recover to the volumes that have been prevalent in the new production of housing in recent years.
공시 • Jul 11JM AB (publ) to Report Fiscal Year 2024 Results on Jan 31, 2025JM AB (publ) announced that they will report fiscal year 2024 results on Jan 31, 2025
Reported Earnings • Jul 11Second quarter 2024 earnings released: EPS: kr2.54 (vs kr3.44 in 2Q 2023)Second quarter 2024 results: EPS: kr2.54 (down from kr3.44 in 2Q 2023). Revenue: kr4.67b (up 38% from 2Q 2023). Net income: kr164.0m (down 26% from 2Q 2023). Profit margin: 3.5% (down from 6.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 15% per year.
공시 • Jun 26JM AB (publ) Announces Resignation of Malin Lundgren as Director of Human Resources, Effective July 5, 2024JM AB (publ) announced Malin Lundgren, Director of Human Resources, has chosen to leave the company. Malin will leave her position on July 5, 2024, after nearly four years with the company. JM's HR work has developed in a more strategic and business-oriented direction during Malin Lundgren's time as Director of Human Resources.
Recent Insider Transactions • Jun 13Insider recently bought €692k worth of stockOn the 7th of June, Maria Backman bought around 39k shares on-market at roughly €17.75 per share. This transaction increased Maria's direct individual holding by 29x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €828k more in shares than they have sold in the last 12 months.
공시 • Apr 20JM AB (publ) Approves the Appointment of Liia Nõu as New Board MemberJM AB (publ) at its Annual General Meeting held on April 18, 2024, approved the appointment of Liia Nõu as new Board Member.
공시 • Apr 19JM AB (publ) Approves Dividend, Payable on April 25, 2024JM AB (publ) at its Annual General Meeting held on April 18, 2024, resolved to pay a dividend of SEK 3 per share. The record date for payment has been set on April 22, 2024. Euroclear Sweden AB is expected to send the dividend on April 25, 2024.
공시 • Apr 16+ 1 more updateJM AB Announces CEO Changes, Effective June 1, 2024The board of JM AB appointed Mikael Åslund as CEO from June 1, 2024. He will succeed Johan Skoglund, who will retire at the same time. Mikael Åslund comes most recently from the role of Business Unit Manager JM Property Development and has been employed at JM since 2000. He has a Master of Science degree from Luleå University of Technology and has completed the Master of Science program at the Stockholm School of Business. Mikael resides in the Stockholm region.
Upcoming Dividend • Apr 12Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 19 April 2024. Payment date: 25 April 2024. Payout ratio is a comfortable 19% and the cash payout ratio is 86%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: kr15.95 (vs kr22.80 in FY 2022)Full year 2023 results: EPS: kr15.95 (down from kr22.80 in FY 2022). Revenue: kr15.7b (flat on FY 2022). Net income: kr1.03b (down 33% from FY 2022). Profit margin: 6.5% (down from 9.7% in FY 2022). Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
공시 • Mar 20JM AB (publ) to Report Fiscal Year 2023 Final Results on Mar 25, 2024JM AB (publ) announced that they will report fiscal year 2023 final results on Mar 25, 2024
Reported Earnings • Jan 31Full year 2023 earnings released: EPS: kr15.95 (vs kr22.80 in FY 2022)Full year 2023 results: EPS: kr15.95 (down from kr22.80 in FY 2022). Revenue: kr16.0b (up 1.5% from FY 2022). Net income: kr1.03b (down 33% from FY 2022). Profit margin: 6.4% (down from 9.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.8% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Jan 30Jm AB (Publ) Proposes Dividend for 2023JM AB (publ) proposed SEK 3.00 (14.00) in dividend for 2023 with the intention of an extraordinary general meeting in the fourth quarter of 2024 to propose resolution on an additional dividend of SEK 3.00.
공시 • Jan 11JM AB (publ) to Report Fiscal Year 2023 Results on Jan 30, 2024JM AB (publ) announced that they will report fiscal year 2023 results at 8:00 AM, Central European Standard Time on Jan 30, 2024
공시 • Dec 20+ 1 more updateJM AB (publ) Announces Retirement of Johan Skoglund as CEO, Effective on June 1, 2024JM's CEO Johan Skoglund will retire in 2024. After 37 years at JM AB (publ), of which 21 as President, Johan Skoglund has informed the board that he has decided to retire in 2024. Johan Skoglund will leave JM in June 2024. The Board will now initiate the process of recruiting a successor. Johan Skoglund will continue as CEO until June 1, 2024 at the latest.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.43, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Consumer Durables industry in Europe. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.66 per share.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €9.36, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total loss to shareholders of 55% over the past three years.
New Risk • Oct 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German 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: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 43% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: kr5.46 (vs kr4.14 in 3Q 2022)Third quarter 2023 results: EPS: kr5.46 (up from kr4.14 in 3Q 2022). Revenue: kr4.45b (up 72% from 3Q 2022). Net income: kr352.0m (up 28% from 3Q 2022). Profit margin: 7.9% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 26% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.1%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
공시 • Sep 26+ 1 more updateJM AB (publ), Annual General Meeting, Apr 18, 2024JM AB (publ), Annual General Meeting, Apr 18, 2024. Location: Solna Solna Sweden
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €11.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Consumer Durables industry in Europe. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.40 per share.
New Risk • Jul 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 27% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Jul 13Second quarter 2023 earnings released: EPS: kr3.44 (vs kr4.56 in 2Q 2022)Second quarter 2023 results: EPS: kr3.44 (down from kr4.56 in 2Q 2022). Revenue: kr3.38b (down 7.8% from 2Q 2022). Net income: kr222.0m (down 28% from 2Q 2022). Profit margin: 6.6% (down from 8.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.6%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jun 11Chief Executive Officer of JM Suomi Oy recently bought €27k worth of stockOn the 9th of June, Markus Heino bought around 2k shares on-market at roughly €12.45 per share. This transaction increased Markus' direct individual holding by 22x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €124k. Insiders have collectively bought €598k more in shares than they have sold in the last 12 months.
공시 • May 18AMF Fonder AB and AMF Tjänstepension AB acquired an unknown minority stake in JM AB (publ).AMF Fonder AB and AMF Tjänstepension AB acquired an unknown minority stake in JM AB (publ) on May 17, 2023.AMF Fonder AB and AMF Tjänstepension AB completed the acquisition of an unknown minority stake in JM AB (publ) on May 17, 2023.
Recent Insider Transactions • May 04Insider recently bought €124k worth of stockOn the 28th of April, Jan Strömberg bought around 8k shares on-market at roughly €14.66 per share. This transaction increased Jan Strömberg'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. Insiders have collectively bought €502k more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €15.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total returns to shareholders of 5.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.89 per share.
Upcoming Dividend • Mar 24Upcoming dividend of kr14.00 per share at 8.2% yieldEligible shareholders must have bought the stock before 31 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 8.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: kr22.80 (vs kr26.06 in FY 2021)Full year 2022 results: EPS: kr22.80 (down from kr26.06 in FY 2021). Revenue: kr15.7b (flat on FY 2021). Net income: kr1.53b (down 15% from FY 2021). Profit margin: 9.7% (down from 12% in FY 2021). Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.
공시 • Feb 06JM AB (publ) to Report Q1, 2023 Results on Apr 27, 2023JM AB (publ) announced that they will report Q1, 2023 results on Apr 27, 2023
Reported Earnings • Feb 03Full year 2022 earnings released: EPS: kr22.80 (vs kr26.06 in FY 2021)Full year 2022 results: EPS: kr22.80 (down from kr26.06 in FY 2021). Revenue: kr15.7b (flat on FY 2021). Net income: kr1.53b (down 15% from FY 2021). Profit margin: 9.7% (down from 12% in FY 2021). Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Feb 02+ 1 more updateKaj-Gustaf Bergh Declines Re-Election as Board Member of JM AB (publ)JM AB (publ) announced that Kaj-Gustaf Bergh has declined re-election as board member.
공시 • Nov 16JM AB (Publ) Announces Resignation of Carl Bandhold as CFOJM AB (publ) announced Carl Bandhold, CFO, has resigned at his own request. Carl's successor will be announced separately where the recruitment process will be started immediately. Carl will remain in his position during the notice period, up to and including May 2023 at the latest.
공시 • Oct 29JM AB (publ) to Report Fiscal Year 2022 Results on Feb 01, 2023JM AB (publ) announced that they will report fiscal year 2022 results at 9:00 AM, Central European Standard Time on Feb 01, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: kr3.69 (vs kr4.40 in 3Q 2021)Third quarter 2022 results: EPS: kr3.69 (down from kr4.40 in 3Q 2021). Revenue: kr3.00b (down 4.2% from 3Q 2021). Net income: kr246.0m (down 19% from 3Q 2021). Profit margin: 8.2% (down from 9.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Oct 13Swedbank Robur Fonder AB acquired a 5.07% stake in JM AB (publ).Swedbank Robur Fonder AB acquired a 5.07% stake in JM AB (publ) on October 12, 2022.Swedbank Robur Fonder AB completed the acquisition of a 5.07% stake in JM AB (publ) on October 12, 2022.
공시 • Sep 30+ 1 more updateJM AB (publ), Annual General Meeting, Mar 30, 2023JM AB (publ), Annual General Meeting, Mar 30, 2023. Agenda: Annual General Meeting.
공시 • Sep 29JM AB (Publ) Announces Annica Ånäs Leaves Board of DirectorsDue to the recruitment of personnel, representatives of JM assess that there is a risk of a conflict of interest between Annica Ånäs's role as board member of JM and her role as CEO of Atrium Ljungberg AB. Annica Ånäs has therefore chosen to leave JM's Board of Directors.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €18.84, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total loss to shareholders of 4.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.13 per share.
Reported Earnings • Jul 13Second quarter 2022 earnings released: EPS: kr4.60 (vs kr6.89 in 2Q 2021)Second quarter 2022 results: EPS: kr4.60 (down from kr6.89 in 2Q 2021). Revenue: kr3.67b (down 9.7% from 2Q 2021). Net income: kr309.0m (down 35% from 2Q 2021). Profit margin: 8.4% (down from 12% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 1.7% compared to a 4.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jun 09Independent Director recently bought €20k worth of stockOn the 1st of June, Thomas Thuresson bought around 1k shares on-market at roughly €20.00 per share. In the last 3 months, there was an even bigger purchase from another insider worth €128k. Despite this recent purchase, insiders have collectively sold €652k more in shares than they bought in the last 12 months.
공시 • May 26Swedish Fortifications Agency signed an agreement to acquire office project K1 Karlbergs Strand in Solna from JM AB (publ) (OM:JM) for SEK 2.4 billion.Swedish Fortifications Agency signed an agreement to acquire office project K1 Karlbergs Strand in Solna from JM AB (publ) (OM:JM) for SEK 2.4 billion on May 24, 2022. The property is under construction with planned occupancy in Q1 2025, which is when it is expected to be completed. The acquisition is conditional on a Government Decision, and payment will be made at occupancy. As of the Government’s decision, revenue and profit will be recognized gradually over the course of the build within the business segment JM Property Development.
Recent Insider Transactions • May 08CFO & Head of Investor Relations recently bought €128k worth of stockOn the 3rd of May, Carl Bandhold bought around 6k shares on-market at roughly €21.38 per share. This was the largest purchase by an insider in the last 3 months. This was Carl's only on-market trade for the last 12 months.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: kr5.03 (vs kr4.99 in 1Q 2021)First quarter 2022 results: EPS: kr5.03. Revenue: kr3.84b (up 7.8% from 1Q 2021). Net income: kr344.0m (flat on 1Q 2021). Profit margin: 9.0% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 8.1% growth forecast for the industry in Germany.
공시 • Apr 07JM AB (publ) (OM:JM) agreed to acquire Three Properties in Veddesta, Järfälla for approximately SEK 170 million.JM AB (publ) (OM:JM) agreed to acquire Three Properties in Veddesta, Järfälla for approximately SEK 170 million on April 5, 2022. The acquired properties includes Veddesta 1:21, Veddesta 2:29 and Veddesta 2:55. The transaction is expected to complete in Q2 2022.
공시 • Apr 01+ 1 more updateJM AB (publ) Announces Dividend for Year 2021, Payable on April 4, 2022The Annual General Meeting (AGM) of shareholders of JM AB (publ) met on March 31, 2022 resolved to pay a dividend of SEK 13.50 per share. The record date for payment is April 4, 2022. Euroclear Sweden AB will send the dividend on, April 7, 2022.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.58, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.89 per share.
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr26.06 (up from kr22.12 in FY 2020). Revenue: kr15.7b (down 3.8% from FY 2020). Net income: kr1.80b (up 17% from FY 2020). Profit margin: 12% (up from 9.4% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €26.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.36 per share.
Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr26.06 (up from kr22.12 in FY 2020). Revenue: kr15.7b (down 3.8% from FY 2020). Net income: kr1.80b (up 17% from FY 2020). Profit margin: 12% (up from 9.4% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 03+ 2 more updatesJM AB (publ) to Report First Half, 2022 Results on Jul 12, 2022JM AB (publ) announced that they will report first half, 2022 results on Jul 12, 2022
공시 • Feb 02JM AB (Publ) Proposes Dividend for 2021JM AB (publ) announced that the Board of Directors proposes a dividend of SEK 13.50 for 2021, compared to SEK 12.75 a year ago.
Recent Insider Transactions • Dec 29Director of Operations Development recently sold €99k worth of stockOn the 27th of December, Per Lundquist sold around 3k shares on-market at roughly €39.64 per share. In the last 3 months, there was an even bigger sale from another insider worth €445k. This was Per's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 12President & CEO recently sold €445k worth of stockOn the 10th of December, Johan Skoglund sold around 11k shares on-market at roughly €39.82 per share. This was the largest sale by an insider in the last 3 months. This was Johan's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 02Employee Representative Deputy Director recently sold €40k worth of stockOn the 25th of November, Jonny Änges sold around 1k shares on-market at roughly €39.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €296k more than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS kr4.40 (vs kr4.21 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: kr3.12b (down 8.9% from 3Q 2020). Net income: kr304.0m (up 3.8% from 3Q 2020). Profit margin: 9.7% (up from 8.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Aug 18Insider recently sold €198k worth of stockOn the 12th of August, Maria Backman sold around 6k shares on-market at roughly €30.86 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €213k more than they bought in the last 12 months.
Executive Departure • Aug 18CFO & Head of IR Claes Akesson has left the companyOn the 16th of August, Claes Akesson's tenure as CFO & Head of IR ended. We don't have any record of a personal shareholding under Claes' name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.00 years.
공시 • Jun 08Samhällsbyggnadsbolaget i Norden AB (publ) (OM:SBB B) acquired 20.08% stake in JM AB (publ) (OM:JM) from OBOS BBL for SEK 4.6 billion.Samhällsbyggnadsbolaget i Norden AB (publ) (OM:SBB B) acquired 20.08% stake in JM AB (publ) (OM:JM) from OBOS BBL for SEK 4.6 billion on June 7, 2021. Under the terms of the transaction, SBB acquired 14 million shares for SEK 326.3 per share. The transaction is expected to increase SBB's profit from property management on an annual basis. Morten Nordgård, Per Thurezon and Johan Tisell of Skandinaviska Enskilda Banken AB (publ) (OM:SEB A) acted as financial advisor to the OBOS BBL. Samhällsbyggnadsbolaget i Norden AB (publ) (OM:SBB B) completed the acquisition of 20.08% stake in JM AB (publ) (OM:JM) from OBOS BBL on June 7, 2021.
Reported Earnings • May 02First quarter 2021 earnings released: EPS kr4.99 (vs kr5.35 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: kr3.55b (down 8.4% from 1Q 2020). Net income: kr347.0m (down 6.7% from 1Q 2020). Profit margin: 9.8% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Executive Departure • Mar 25Independent Director has left the companyOn the 24th of March, Eva Nygren's tenure as Independent Director ended after 7.9 years in the role. We don't have any record of a personal shareholding under Eva's name. A total of 3 executives have left over the last 12 months.
Upcoming Dividend • Mar 18Upcoming Dividend of kr12.75 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 25th of March. The trailing yield of 4.0% is in the top quartile of German dividend payers (3.3%), and it is higher than industry peers (2.2%).
Is New 90 Day High Low • Mar 11New 90-day high: €30.91The company is up 13% from its price of €27.42 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.63 per share.
Recent Insider Transactions • Feb 21Insider recently sold €15k worth of stockOn the 15th of February, Maria Bäckman sold around 500 shares on-market at roughly €30.17 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €52k more than they sold in the last 12 months.
Recent Insider Transactions • Feb 20Insider recently sold €15k worth of stockOn the 15th of February, Maria Bäckman sold around 500 shares on-market at roughly €30.17 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €52k more than they sold in the last 12 months.
공시 • Feb 10JM AB (publ) Announces Executive Changes, Effective August 16, 2021JM AB (publ) announced the appointment of Carl Bandhold as the new chief financial officer after current Chief Financial Officer Claes Magnus Ã.kesson retires. Carl Bandhold will take over as CFO of JM on August 16, 2021. Carl is currently CFO of Permobil since 2011, and prior to this he worked at Boston Consulting Group and Deutsche Bank, among others.
Reported Earnings • Feb 05Full year 2020 earnings released: EPS kr22.12 (vs kr21.93 in FY 2019)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2020 results: Revenue: kr16.3b (up 3.7% from FY 2019). Net income: kr1.54b (flat on FY 2019). Profit margin: 9.4% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectationsRevenue exceeded analyst estimates by 1.3%. Over the next year, revenue is expected to shrink by 4.5% compared to a 7.2% growth forecast for the Consumer Durables industry in Germany.