Declared Dividend • May 25
Dividend of €2.56 announced Shareholders will receive a dividend of €2.56. Ex-date: 27th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.1%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. However, EPS has declined by 40% over the last 5 years so the company would need to reverse this trend. Announcement • May 22
Sofina Société Anonyme announces Annual dividend, payable on May 29, 2026 Sofina Société Anonyme announced Annual dividend of EUR 2.5620 per share payable on May 29, 2026, ex-date on May 27, 2026 and record date on May 28, 2026. Announcement • Apr 11
Sofina Société Anonyme, Annual General Meeting, May 13, 2026 Sofina Société Anonyme, Annual General Meeting, May 13, 2026, at 15:00 Romance Standard Time. Announcement • Mar 24
Sofina Société Anonyme to Report Fiscal Year 2026 Results on Mar 24, 2027 Sofina Société Anonyme announced that they will report fiscal year 2026 results on Mar 24, 2027 Announcement • Oct 30
Terumo Corporation (TSE:4543) completed the acquisition of remaining 99.5% stake in OrganOx Limited from a group of shareholders. Terumo Corporation (TSE:4543) has entered into a definitive agreement to acquire remaining 99.5% stake in OrganOx Limited from a group of shareholders for $1.5 billion on August 23, 2025. Upon completion of the transaction, OrganOx will become a wholly owned subsidiary of Terumo. The transaction will be funded from cash on hand and borrowings.
For the period ending December 31, 2024, OrganOx Limited reported total revenue of $69.14 million and EBIT of $9.01 million. As of December 31, 2024, OrganOx Limited reported total assets of $96.9 million and total common equity of $71.56 million.
The transaction is subject to approval by regulatory board / committee. The transaction is expected to close in FY2025.
Perella Weinberg Partners and Piper Sandler served as OrganOx’s financial advisors and Robbie McLaren, Ross McAloon, Charles Ruck, Elizabeth Richards, Betty Pang, Chad Jennings, Sean Finn, Maj Vaseghi, Kendall Burnett, Hector Armengod, Patrick English, Catherine Hein and Philipp Studt of Latham & Watkins acted as legal counsel to OrganOx in this transaction.
Terumo Corporation (TSE:4543) completed the acquisition of remaining 99.5% stake in OrganOx Limited from a group of shareholders on October 29, 2025. Announcement • Sep 04
Sofina Société Anonyme to Report First Half, 2026 Results on Sep 03, 2026 Sofina Société Anonyme announced that they will report first half, 2026 results on Sep 03, 2026 Announcement • Aug 25
Terumo Corporation (TSE:4543) has entered into a definitive agreement to acquire 99.5% stake in OrganOx Limited from a group of shareholders in a transaction valued at $1.5 billion. Terumo Corporation (TSE:4543) has entered into a definitive agreement to acquire 99.5% stake in OrganOx Limited from a group of shareholders in a transaction valued at $1.5 billion on August 23, 2025. Upon completion of the transaction, OrganOx will become a wholly owned subsidiary of Terumo.
For the period ending December 31, 2024, OrganOx Limited reported total revenue of $69.14 million and EBIT of $9.01 million. As of December 31, 2024, OrganOx Limited reported total assets of $96.9 million and total common equity of $71.56 million.
The transaction is subject to approval by regulatory board / committee.
Perella Weinberg Partners and Piper Sandler served as OrganOx’s financial advisors and Latham & Watkins acted as legal counsel to OrganOx in this transaction. Announcement • Apr 25
Proeduca Summa, S.L., Renta Genova, S.L., Asua Inversiones, S.L., Portobello Capital Gestión, SGEIC, S.A. and Sofina Société Anonyme (ENXTBR:SOF) proposed to acquire 7.09% stake in Proeduca Altus, S.A. (BME:PRO) for approximately €110 million. Proeduca Summa, S.L., Renta Genova, S.L., Asua Inversiones, S.L., Portobello Capital Gestión, SGEIC, S.A. and Sofina Société Anonyme (ENXTBR:SOF) proposed to acquire 7.09% stake in Proeduca Altus, S.A. (BME:PRO) for approximately €110 million on April 24, 2025. A cash consideration valued at €34.01 per share will be paid by Proeduca Summa, S.L., Renta Genova, S.L., Asua Inversiones, S.L., Portobello Capital Gestión, SGEIC, S.A. and Sofina Société Anonyme. As part of consideration, an undisclosed value is paid towards common equity of Proeduca Altus, S.A. The proposed price for the offer is €34.01 per share, valuing the Proeduca Altus at approximately €1.536 billion. The transaction is subject to Proeduca Altus shareholders approval. Ernst & Young Transaction Advisory Services España acted as fairness opinion provider to Proeduca Altus, S.A. Announcement • Mar 27
Sofina Société Anonyme to Report Fiscal Year 2025 Final Results on Mar 26, 2026 Sofina Société Anonyme announced that they will report fiscal year 2025 final results on Mar 26, 2026 Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €249, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 12x in the Diversified Financial industry in Germany. Total loss to shareholders of 26% over the past three years. Announcement • Apr 04
Sofina Société Anonyme, Annual General Meeting, May 08, 2025 Sofina Société Anonyme, Annual General Meeting, May 08, 2025. Announcement • Mar 29
Sofina Société Anonyme to Report Fiscal Year 2024 Results on Mar 26, 2025 Sofina Société Anonyme announced that they will report fiscal year 2024 results on Mar 26, 2025 New Risk • Mar 24
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 22% per year over the past 5 years. Revenue is less than US$1m. Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Announcement • Jan 23
Sofina Société Anonyme to Report First Half, 2024 Results on Sep 05, 2024 Sofina Société Anonyme announced that they will report first half, 2024 results on Sep 05, 2024 Announcement • Dec 20
Proofpoint, Inc. acquire Tessian Limited. Proofpoint, Inc. entered into a definitive agreement to acquire Tessian Limited on October 30, 2023. Tessian’s solutions are expected to become part of Proofpoint’s offering upon the closing of the acquisition. The acquisition is expected to close in late 2023 to early 2024, subject to customary closing conditions, including any required regulatory approvals. Piper Sandler Ltd. acted as financial advisor to Tessian Limited. Vincent Bergin, Peter Stach, P.C., Andrew Struckmeyer, David Higgins, Corey D. Fox, P.C., Bradley C. Reed, P.C., John Patten, Peter Abbott, Matthew Sinclair-Thomson, Kirsteen Nicol, Katherine C. Nemeth, Michael Falk, P.C., Sydney Jones and Jackson Phinney of Kirkland & Ellis International LLP and Kirkland & Ellis LLP acted as legal advisor to Proofpoint. The transaction is closed on December 19, 2023.Proofpoint, Inc. completed the acquisition of Tessian Limited on December 19, 2023. Upcoming Dividend • May 05
Upcoming dividend of €2.27 per share at 1.6% yield Eligible shareholders must have bought the stock before 12 May 2023. Payment date: 16 May 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%). Upcoming Dividend • May 06
Upcoming dividend of €2.19 per share Eligible shareholders must have bought the stock before 13 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 4.1% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.1%). Lower than average of industry peers (2.6%). Is New 90 Day High Low • Feb 03
New 90-day high: €285 The company is up 19% from its price of €240 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Diversified Financial industry, which is up 27% over the same period. Is New 90 Day High Low • Dec 31
New 90-day high: €274 The company is up 18% from its price of €232 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is up 5.0% over the same period. Is New 90 Day High Low • Dec 04
New 90-day high: €270 The company is up 13% from its price of €240 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is down 15% over the same period. Is New 90 Day High Low • Nov 19
New 90-day high: €258 The company is up 8.0% from its price of €239 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is down 23% over the same period. 
