OM:SAND
OM:SANDMachinery

Assessing Sandvik (OM:SAND) Valuation After Strong Q4 Results And Higher Dividend Proposal

Sandvik (OM:SAND) just wrapped up its Shift program with fourth quarter results that combined double digit organic order and revenue growth, firm margins, strong cash flow and a proposed higher dividend. See our latest analysis for Sandvik. The share price has climbed to SEK354.1, with a 30-day share price return of 17.8% and a 90-day gain of 22.7%. The 1-year total shareholder return of 57.6% suggests momentum has been building around earnings, acquisitions and the higher proposed...
OM:SSAB A
OM:SSAB AMetals and Mining

SSAB (OM:SSAB A) Margin Compression To 5.1% Tests Bullish Earnings Narratives

SSAB (OM:SSAB A) has wrapped up FY 2025 with fourth quarter revenue of SEK 22.1 billion and basic EPS of SEK 0.44, rounding out a trailing twelve month picture that includes SEK 96.2 billion in revenue and EPS of SEK 4.92. Over recent quarters the company has seen revenue move from SEK 25.5 billion and EPS of SEK 1.13 in Q1 2025 to SEK 25.6 billion and EPS of SEK 1.86 in Q2, then SEK 23.0 billion and EPS of SEK 1.49 in Q3 before landing at the latest Q4 result. This sets up a mixed but...
OM:TELIA
OM:TELIATelecom

Telia’s Higher 2025 Dividend Amid Weaker Earnings: What Does This Say About OM:TELIA’s Capital Priorities?

Earlier in January 2026, Telia Company AB’s Board proposed lifting the 2025 dividend to SEK 2.05 per share, while full-year 2025 results showed essentially flat sales at SEK 80,982 million and a reduced net income of SEK 3,525 million. The combination of a slightly higher dividend and weaker annual profitability highlights the tension between Telia’s income appeal and pressure on its earnings profile. We’ll now examine how Telia’s decision to raise its dividend despite lower full-year net...