Dutch Retail REITs Stock News

ENXTAM:PNL
ENXTAM:PNLLogistics

PostNL (ENXTAM:PNL) Q4 Profit Highlights Ongoing Full Year Losses And Tests Bullish Narratives

PostNL FY 2025 results: revenue steady, earnings still under pressure PostNL (ENXTAM:PNL) has wrapped up FY 2025 with fourth quarter revenue of €984 million and Basic EPS of €0.10, alongside trailing twelve month revenue of €3.3 billion and Basic EPS of €0.03. The company has seen quarterly revenue move from €936 million in Q4 2024 to €984 million in Q4 2025, while Q4 EPS held roughly in line, edging from €0.10 to €0.10. The trailing twelve month EPS shifted from €0.04 a year ago to €0.03...
ENXTAM:KPN
ENXTAM:KPNTelecom

KPN (ENXTAM:KPN) Margin Slippage Tests Bullish Earnings Growth Narrative

Koninklijke KPN FY 2025 results in focus Koninklijke KPN (ENXTAM:KPN) has wrapped up FY 2025 with fourth quarter revenue of €1.5b and basic EPS of €0.05, alongside net income of €185m. This puts fresh numbers on the table for investors tracking its earnings story. The company has seen quarterly revenue move from €1.4b in Q4 2024 to €1.5b in Q4 2025, while basic EPS shifted from €0.06 to €0.05 over the same period. This provides a clearer view of how the top line and per share profitability...
ENXTAM:GLPG
ENXTAM:GLPGBiotechs

Galapagos Q4 Profit Of €782.5 Million Challenges Bearish Earnings Narratives

Galapagos (ENXTAM:GLPG) has just posted a sharp step up in its FY 2025 numbers, with Q4 revenue of €900.8 million and basic EPS of €11.88, while trailing twelve month revenue sat at €1.1 billion and EPS at €4.85. Over recent periods, revenue has moved from €75.5 million in Q4 2024 to €900.8 million in Q4 2025, and EPS has shifted from €0.29 to €11.88, setting up a very different margin profile for the business that investors will be watching closely. See our full analysis for Galapagos. With...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen (ENXTAM:ADYEN) Valuation In Focus After Recent Share Price Weakness

Adyen (ENXTAM:ADYEN) shares closed at €947.30, with recent returns showing a 5.4% decline over the past day and a 32.2% decline over the past month. This has drawn investor attention to valuation and fundamentals. See our latest analysis for Adyen. At the current share price of €947.30, Adyen’s recent 1 day and 30 day share price declines, alongside a weaker 1 year total shareholder return of 46.5%, point to fading momentum as investors reassess growth prospects and risks. If this payment...
ENXTAM:ABN
ENXTAM:ABNBanks

A Look At ABN AMRO (ENXTAM:ABN) Valuation After 2025 Results Dividend Proposal And 2028 Income Guidance

ABN AMRO’s 2028 guidance and dividend proposal in focus ABN AMRO Bank (ENXTAM:ABN) drew investor attention after issuing 2028 earnings guidance targeting operating income above €10b, together with its fourth quarter and full year 2025 results and a proposed 2025 dividend payout. See our latest analysis for ABN AMRO Bank. The latest guidance and dividend proposal landed after a period of mixed momentum, with a 7 day share price return of 2.99% and a 30 day share price return decline of 3.87%,...
ENXTAM:PHIA
ENXTAM:PHIAMedical Equipment

Philips Snuggle Pediatric MRI Coil Adds Comfort And Investor Focus

Koninklijke Philips (ENXTAM:PHIA) has introduced the InkSpace Imaging Snuggle pediatric MRI coil for children undergoing MRI scans. The Snuggle coil is designed to improve comfort and imaging quality for young patients. The product has received clearance from the US Food and Drug Administration (FDA). For Philips, which focuses on health technology and medical imaging, the Snuggle pediatric MRI coil fits directly into its efforts around patient centered care. Pediatric imaging can be...
ENXTAM:CCEP
ENXTAM:CCEPBeverage

Why Coca-Cola Europacific Partners (ENXTAM:CCEP) Is Up 7.7% After Launching a €1 Billion Share Buyback Program

Coca-Cola Europacific Partners PLC has launched a share repurchase program of up to €1,000 million, set to run until February 2027, with all repurchased shares to be cancelled to reduce the company’s issued share capital. Alongside this capital return initiative, the company reported full-year 2025 sales of €20,901 million and net income of €1,942 million, highlighting how its earnings profile underpins the decision to return excess cash via buybacks. We’ll now examine how this sizeable,...
ENXTAM:WHA
ENXTAM:WHARetail REITs

Wereldhave (ENXTAM:WHA) Valuation Check After 2025 Earnings, 2026 Guidance And Higher Dividend

Why the latest Wereldhave update matters Wereldhave (ENXTAM:WHA) has put out a busy set of headlines at once, combining full year 2025 earnings, fresh 2026 guidance and a proposed 4% dividend increase for 2025. The mixed picture of higher sales and revenue alongside lower net income and earnings per share, together with a higher 2025 dividend and quantified 2026 outlook, gives investors new data points to reassess the stock. See our latest analysis for Wereldhave. The latest guidance and...
ENXTAM:ARCAD
ENXTAM:ARCADProfessional Services

Is Arcadis (ENXTAM:ARCAD) Now Offering Value After A 42% One-Year Share Price Slump

If you are wondering whether Arcadis at €28.00 is starting to look interesting after a tough spell, this article walks through what the current share price might be implying about the company’s value. The stock is coming off a sharp pullback, with returns of 18.0% decline over the past week, 25.5% decline over the past month, 21.3% decline year to date, and 42.2% decline over the last year, despite an 8.1% gain over five years. Recent trading suggests investors have sharply reassessed...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Is It Too Late To Consider ASML Holding (ENXTAM:ASML) After Its Strong Share Price Run?

If you are wondering whether ASML Holding's share price still reflects reasonable value, you are not alone. That is exactly what this article will unpack for you. The stock last closed at €1,249.20, with returns of 4.5% over 7 days, 6.0% over 30 days, 26.7% year to date, 76.6% over 1 year, 115.5% over 3 years and 172.2% over 5 years. Recent coverage around ASML has focused on its central role in semiconductor equipment supply chains and the market's expectations for chip industry demand...
ENXTAM:AGN
ENXTAM:AGNInsurance

A Look At Aegon (ENXTAM:AGN) Valuation After Hitting 2025 Targets And Announcing New Capital Returns

Aegon (ENXTAM:AGN) is back in focus after confirming it met or outperformed all 2025 financial targets, pairing that update with a higher final dividend and a fresh 2026 share buyback program. See our latest analysis for Aegon. At a share price of €6.388, Aegon’s 1 day share price return of 2.44% sits against a year to date share price return of a 3.77% decline. The 1 year total shareholder return of 16.46% and 5 year total shareholder return of 108.18% point to momentum that has built over...
ENXTAM:ASRNL
ENXTAM:ASRNLInsurance

ASR Nederland (ENXTAM:ASRNL) Margin Compression Challenges Bullish Earnings Narrative

ASR Nederland (ENXTAM:ASRNL) has put fresh numbers on the table for FY 2025, with first half revenue of €8.3b and basic EPS of €0.49 setting the tone for how its insurance and investment activities are feeding through to the bottom line. The company has seen reported revenue move from €7.1b in the first half of 2024 to €8.1b in the second half of 2024 and then to €8.3b in the first half of 2025. Basic EPS shifted from €0.30 to €4.48 over the same 2024 period before landing at €0.49 most...
ENXTAM:HAVAS
ENXTAM:HAVASMedia

Havas (ENXTAM:HAVAS) Margin Improvement Reinforces Bullish Narratives Despite Flat Revenue

How Havas (ENXTAM:HAVAS) Just Performed Havas (ENXTAM:HAVAS) has wrapped up FY 2025 with second half revenue of €1.5b and basic EPS of €1.17, backed by net income of €115m, while trailing twelve month revenue came in at €2.9b with EPS of €1.93 and net income of €189m. The company has seen revenue move from €1.5b and EPS of €0.65 in the second half of 2024 to €1.5b and EPS of €1.17 in the second half of 2025, with the trailing figures providing a fuller view of earnings momentum over the year...
ENXTAM:IMCD
ENXTAM:IMCDTrade Distributors

IMCD (ENXTAM:IMCD) Earnings Margin Drop Reinforces Bearish Profitability Narrative

IMCD (ENXTAM:IMCD) has reported its FY 2025 results with second half revenue of €2.3b, basic EPS of €1.49 and net income of €87.9m, while the trailing twelve months show revenue of €4.8b, basic EPS of €3.68 and net income of €217.6m. The company has seen revenue move from €2.4b and basic EPS of €2.38 in the second half of 2024 to €2.5b and €2.20 in the first half of 2025, before landing at €2.3b and €1.49 in the latest period. This sets up a results season in which investors will be weighing...
ENXTAM:AGN
ENXTAM:AGNInsurance

Is Aegon (ENXTAM:AGN) Pricing Reflect Its Strong Multi Year Share Return Performance

If you are wondering whether Aegon is still offering value at around €6.61 per share, you are not alone. Many investors are asking if the current price properly reflects the business behind the ticker. Over the past year Aegon shares returned 8.7%, and over 3 and 5 years the stock returned 61.5% and 110.6% respectively. This can change how the market thinks about its risk and return profile, even though the 7 day, 30 day and year to date moves have been close to flat. Recent coverage around...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer Expands Libra AI In Europe Raising Fresh Valuation Questions

Wolters Kluwer (ENXTAM:WKL) has expanded its Libra legal AI workspace across Europe, with a new launch in Italy. The rollout builds on its acquisition of Libra Technology and aims to combine advanced AI tools with authoritative legal content for European legal professionals. The Italian launch is part of an ongoing pan European expansion that targets law firms, in house teams, and other legal users. For you as an investor, this move sits squarely in Wolters Kluwer’s core information and...
ENXTAM:BESI
ENXTAM:BESISemiconductor

Assessing BE Semiconductor Industries (ENXTAM:BESI) Valuation After Mixed Q4 2025 Earnings Results

Q4 2025 earnings trigger mixed reaction BE Semiconductor Industries (ENXTAM:BESI) just reported fourth quarter 2025 results with sales of €166.35 million and net income of €42.81 million, alongside lower earnings per share than a year earlier. See our latest analysis for BE Semiconductor Industries. The Q4 2025 release, with higher sales but lower net income and earnings per share than a year ago, comes alongside strong momentum, with a 90 day share price return of 43.79% and a 5 year total...
ENXTAM:BFIT
ENXTAM:BFITHospitality

3 European Stocks That May Be Priced Below Their Estimated Value

As European markets navigate through volatility, with the pan-European STOXX Europe 600 Index recently hitting a new high but ending broadly unchanged, investors are keenly observing how AI disruption concerns and better-than-expected U.S. jobs data influence sentiment across the continent. In this environment, identifying stocks that may be priced below their estimated value can offer potential opportunities for those looking to capitalize on market inefficiencies.
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

How Investors May Respond To ASML Holding (ENXTAM:ASML) Record Q4 Bookings And Higher 2026 Sales Outlook

ASML Holding recently reported its fiscal Q4 2025 results, delivering record sales, order intake, and free cash flow, with quarterly bookings reaching €13.20 billion and management raising its 2026 net sales outlook to a range of €34.00 billion to €39.00 billion. The earnings update highlighted how accelerating AI infrastructure demand is feeding directly into ASML’s order book, reinforcing the central role of its EUV lithography tools in enabling advanced chip production. With ASML’s record...
ENXTAM:CCEP
ENXTAM:CCEPBeverage

Coca Cola Europacific Partners (ENXTAM:CCEP) Margin Gain Reinforces Bullish Profitability Narrative

Coca Cola Europacific Partners (ENXTAM:CCEP) has opened FY 2025 with first half revenue of €10.3b and basic EPS of €1.99, against a backdrop of trailing twelve month revenue of €20.9b and EPS of €4.26 as the market weighs what these headline numbers mean at a share price of €88.8. Over the past few reporting periods, the company has seen revenue move from €10.6b with EPS of €1.35 in the second half of 2024 to €9.8b with EPS of €1.73 in the first half of 2024, giving investors a clearer sense...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen Partnerships Signal Growing Enterprise Use While Shares Trade Below Targets

Adyen announced a series of new partnerships in the past week with Mesh Payments, Medius, Uber, and Gargash Group. The Mesh Payments collaboration focuses on scalable card issuance and FX free expense management across Europe. Through Medius, Adyen will support integrated corporate expense cards and rewards for business clients. Adyen is working with Uber on a new payment kiosk for international travelers at a major U.S. airport. The partnership with Gargash Group targets modernization of...
ENXTAM:ARCAD
ENXTAM:ARCADProfessional Services

Assessing Arcadis (ENXTAM:ARCAD) Valuation After New Multi Year CCI BioEnergy Agreement

Arcadis shares react to new multi-year agreement with CCI BioEnergy Arcadis (ENXTAM:ARCAD) caught investor attention after announcing a multi-year Master Service Agreement with CCI BioEnergy to deliver engineering and detailed design services for Toronto’s Disco Road Organics Processing Facility expansion. See our latest analysis for Arcadis. At a share price of €35.1, Arcadis has seen a 1-day share price return of 2.75%. However, there has been shorter term weakness, with a 7-day share price...
ENXTAM:DSFIR
ENXTAM:DSFIRChemicals

A Look At DSM Firmenich (ENXTAM:DSFIR) Valuation After €1.5b Dual Tranche Bond Issuance

DSM-Firmenich (ENXTAM:DSFIR) has drawn fresh attention after launching a €1.5b dual tranche bond, earmarked for refinancing existing maturities, alongside recent earnings, dividend news and active engagement with analysts and shareholders. See our latest analysis for DSM-Firmenich. The recent €1.5b bond issuance, together with the full year 2025 results, analyst and shareholder calls, and the proposed €2.50 dividend, comes against a weak share price backdrop, with a 1 year total shareholder...