Recent Insider Transactions • May 18
President & CEO recently bought kr569k worth of stock On the 12th of May, Magnus Ahlqvist bought around 4k shares on-market at roughly kr152 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr2.8m worth in shares. Declared Dividend • May 08
Dividend of kr2.65 announced Shareholders will receive a dividend of kr2.65. Ex-date: 18th November 2026 Payment date: 24th November 2026 Dividend yield will be 3.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 30
Securitas AB (publ) Approves Dividend for the Financial Year of 2025, Payable on May 7, 2026, and November 24, 2026 Respectively Securitas AB (publ), at the AGM held on April 29, 2026 it resolved to pay a dividend of SEK 5.30 per share, to be distributed to the shareholders in two payments of SEK 2.65 per share, respectively. Record date is May 4, 2026, for the first dividend and November 19, 2026, for the second dividend. The first dividend is estimated to be distributed by Euroclear Sweden AB starting on May 7, 2026, and November 24, 2026, for the second dividend. The AGM discharged the Board of Directors and the President from liability for the financial year of 2025. Reported Earnings • Apr 28
First quarter 2026 earnings released: EPS: kr2.81 (vs kr2.29 in 1Q 2025) First quarter 2026 results: EPS: kr2.81 (up from kr2.29 in 1Q 2025). Revenue: kr36.2b (down 8.6% from 1Q 2025). Net income: kr1.61b (up 22% from 1Q 2025). Profit margin: 4.4% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 20% per year. Upcoming Dividend • Apr 23
Upcoming dividend of kr2.65 per share Eligible shareholders must have bought the stock before 30 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.0%). Reported Earnings • Mar 27
Full year 2025 earnings released: EPS: kr8.93 (vs kr9.01 in FY 2024) Full year 2025 results: EPS: kr8.93 (down from kr9.01 in FY 2024). Revenue: kr155.1b (down 4.2% from FY 2024). Net income: kr5.12b (flat on FY 2024). Profit margin: 3.3% (up from 3.2% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year. Announcement • Mar 19
Securitas AB (publ) (OM:SECU B) acquired Social Navigator Inc. Securitas AB (publ) (OM:SECU B) acquired Social Navigator Inc. on March 18, 2026.
AQ Technology Partners, LLC acted as financial advisor for Social Navigator Inc.
Securitas AB (publ) (OM:SECU B) completed the acquisition of Social Navigator Inc. on March 18, 2026. Declared Dividend • Feb 06
Final dividend of kr2.65 announced Shareholders will receive a dividend of kr2.65. Ex-date: 30th April 2026 Payment date: 7th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Feb 06
Securitas AB (publ) to Report Fiscal Year 2025 Final Results between Mar 23, 2026 and Mar 27, 2026 Securitas AB (publ) announced that they will report fiscal year 2025 final results on between Mar 23, 2026 and Mar 27, 2026 Reported Earnings • Feb 05
Full year 2025 earnings released: EPS: kr8.93 (vs kr9.01 in FY 2024) Full year 2025 results: EPS: kr8.93 (down from kr9.01 in FY 2024). Revenue: kr155.1b (down 4.2% from FY 2024). Net income: kr5.12b (flat on FY 2024). Profit margin: 3.3% (up from 3.2% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year. Announcement • Feb 05
Securitas AB (publ), Annual General Meeting, Apr 29, 2026 Securitas AB (publ), Annual General Meeting, Apr 29, 2026. Location: stockholm Sweden Announcement • Jan 27
Securitas AB (publ) to Report Fiscal Year 2025 Results on Feb 04, 2026 Securitas AB (publ) announced that they will report fiscal year 2025 results at 8:00 AM, Central European Standard Time on Feb 04, 2026 Recent Insider Transactions • Dec 04
President & CEO recently bought kr475k worth of stock On the 28th of November, Magnus Ahlqvist bought around 3k shares on-market at roughly kr143 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr2.2m worth in shares. Upcoming Dividend • Nov 12
Upcoming dividend of kr2.25 per share Eligible shareholders must have bought the stock before 19 November 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (2.3%). Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: kr1.09 (vs kr2.03 in 3Q 2024) Third quarter 2025 results: EPS: kr1.09 (down from kr2.03 in 3Q 2024). Revenue: kr38.5b (down 4.2% from 3Q 2024). Net income: kr625.0m (down 46% from 3Q 2024). Profit margin: 1.6% (down from 2.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.6% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jul 31
Second quarter 2025 earnings released: EPS: kr2.56 (vs kr2.28 in 2Q 2024) Second quarter 2025 results: EPS: kr2.56 (up from kr2.28 in 2Q 2024). Revenue: kr38.6b (down 5.1% from 2Q 2024). Net income: kr1.47b (up 12% from 2Q 2024). Profit margin: 3.8% (up from 3.2% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Recent Insider Transactions • Jun 07
Insider recently bought kr471k worth of stock On the 4th of June, Axel Sunden bought around 3k shares on-market at roughly kr143 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.4m. Insiders have collectively bought kr9.4m more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 25
President & CEO recently bought kr1.4m worth of stock On the 20th of May, Magnus Ahlqvist bought around 10k shares on-market at roughly kr144 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr3.3m worth in shares. Declared Dividend • May 16
Dividend of kr2.25 announced Shareholders will receive a dividend of kr2.25. Ex-date: 19th November 2025 Payment date: 25th November 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 09
First quarter 2025 earnings released: EPS: kr2.29 (vs kr1.84 in 1Q 2024) First quarter 2025 results: EPS: kr2.29 (up from kr1.84 in 1Q 2024). Revenue: kr39.6b (flat on 1Q 2024). Net income: kr1.31b (up 25% from 1Q 2024). Profit margin: 3.3% (up from 2.7% in 1Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Upcoming Dividend • May 02
Upcoming dividend of kr2.25 per share Eligible shareholders must have bought the stock before 09 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.6%). Reported Earnings • Mar 31
Full year 2024 earnings released: EPS: kr9.01 (vs kr2.24 in FY 2023) Full year 2024 results: EPS: kr9.01 (up from kr2.24 in FY 2023). Revenue: kr161.9b (up 3.0% from FY 2023). Net income: kr5.16b (up 302% from FY 2023). Profit margin: 3.2% (up from 0.8% in FY 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Board Change • Mar 31
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Asa Bergman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Mar 29
Securitas AB (Publ) Proposes Dividend for the Year 2024, Payable Starting May 12, 2025 and November 20, 2025 The board of Securitas AB (publ) at the annual general meeting to be held on May 8, 2025, proposed that a dividend of SEK 4.50 per share is distributed to the shareholders in two payments of SEK 2.25 per share each. The record date for the first payment is proposed to be May 12, 2025, and for the second payment, November 20, 2025. If the AGM so resolves, the first payment is expected to be distributed by Euroclear starting May 15, 2025, and the second payment starting November 25, 2025. Announcement • Mar 26
WO Group acquired Securitas AB Airport security business in France from Securitas AB (publ) (OM:SECU B). WO Group acquired Securitas AB Airport security business in France from Securitas AB (publ) (OM:SECU B) on March 24, 2025. WO Group is highly experienced in the French Aviation market and will continue to develop the business to the benefit of the clients and the employees, this is something that has been a priority for us throughout this process. The divestment is part of our strategic execution where we will continue our assessment of our business mix and presence to enhance our performance and long-term competitive position. Full year 2024 sales were approximately SEK 1.5 billion with an operating margin well below average in Securitas Europe. The transaction is estimated to have no material impact on the balance sheet or cash flow for the Group.
WO Group completed the acquisition of Securitas AB Airport security business in France from Securitas AB (publ) (OM:SECU Bon March 24, 2025. Declared Dividend • Feb 12
Final dividend of kr2.25 announced Shareholders will receive a dividend of kr2.25. Ex-date: 9th May 2025 Payment date: 15th May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (50% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 07
Full year 2024 earnings released: EPS: kr4.50 (vs kr2.24 in FY 2023) Full year 2024 results: EPS: kr4.50 (up from kr2.24 in FY 2023). Revenue: kr161.9b (up 3.0% from FY 2023). Net income: kr5.16b (up 302% from FY 2023). Profit margin: 3.2% (up from 0.8% in FY 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Announcement • Feb 07
Securitas AB (publ), Annual General Meeting, May 08, 2025 Securitas AB (publ), Annual General Meeting, May 08, 2025. Location: stockholm Sweden Upcoming Dividend • Nov 08
Upcoming dividend of kr1.90 per share Eligible shareholders must have bought the stock before 15 November 2024. Payment date: 21 November 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.3%). Reported Earnings • Nov 07
Third quarter 2024 earnings released: EPS: kr2.03 (vs kr3.58 loss in 3Q 2023) Third quarter 2024 results: EPS: kr2.03 (up from kr3.58 loss in 3Q 2023). Revenue: kr40.2b (flat on 3Q 2023). Net income: kr1.16b (up kr3.22b from 3Q 2023). Profit margin: 2.9% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Sep 19
President & CEO recently bought kr1.2m worth of stock On the 17th of September, Magnus Ahlqvist bought around 10k shares on-market at roughly kr122 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr3.3m worth in shares. Reported Earnings • Jul 31
Second quarter 2024 earnings released: EPS: kr2.28 (vs kr2.05 in 2Q 2023) Second quarter 2024 results: EPS: kr2.28 (up from kr2.05 in 2Q 2023). Revenue: kr40.6b (up 1.8% from 2Q 2023). Net income: kr1.31b (up 11% from 2Q 2023). Profit margin: 3.2% (up from 2.9% in 2Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Jun 10
Insider recently bought kr474k worth of stock On the 4th of June, Axel Sunden bought around 4k shares on-market at roughly kr108 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr7.8m more in shares than they have sold in the last 12 months. Board Change • May 15
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Asa Bergman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • May 11
Dividend of kr1.90 announced Shareholders will receive a dividend of kr1.90. Ex-date: 15th November 2024 Payment date: 21st November 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (157% earnings payout ratio). However, it is covered by cash flows (50% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 75% to bring the payout ratio under control. EPS is expected to grow by 168% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • May 09
First quarter 2024 earnings released: EPS: kr1.84 (vs kr1.66 in 1Q 2023) First quarter 2024 results: EPS: kr1.84 (up from kr1.66 in 1Q 2023). Revenue: kr39.3b (up 4.0% from 1Q 2023). Net income: kr1.05b (up 10% from 1Q 2023). Profit margin: 2.7% (up from 2.5% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 29
Full year 2023 earnings released: EPS: kr2.24 (vs kr9.20 in FY 2022) Full year 2023 results: EPS: kr2.24 (down from kr9.20 in FY 2022). Revenue: kr157.2b (up 18% from FY 2022). Net income: kr1.29b (down 70% from FY 2022). Profit margin: 0.8% (down from 3.2% in FY 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 9% per year. Recent Insider Transactions • Mar 01
Independent Director recently bought kr5.0m worth of stock On the 26th of February, Ulf Cappelen bought around 46k shares on-market at roughly kr108 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr8.2m more in shares than they have sold in the last 12 months. Declared Dividend • Feb 12
Final dividend of kr1.90 announced Shareholders will receive a dividend of kr1.90. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (169% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 88% to bring the payout ratio under control. EPS is expected to grow by 169% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Feb 08
Full year 2023 earnings released: EPS: kr2.24 (vs kr9.20 in FY 2022) Full year 2023 results: EPS: kr2.24 (down from kr9.20 in FY 2022). Revenue: kr157.2b (up 18% from FY 2022). Net income: kr1.29b (down 70% from FY 2022). Profit margin: 0.8% (down from 3.2% in FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Announcement • Feb 07
Securitas AB (Publ) Proposes Dividend for 2023 Securitas AB (publ) proposed dividend for 2023 of SEK 3.80 compared to SEK 3.45 per share a year ago, distributed in two installments. Recent Insider Transactions • Nov 11
Independent Director recently bought kr2.6m worth of stock On the 8th of November, Ulf Cappelen bought around 30k shares on-market at roughly kr87.43 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.9m more in shares than they have sold in the last 12 months. Upcoming Dividend • Nov 10
Upcoming dividend of kr1.70 per share at 3.8% yield Eligible shareholders must have bought the stock before 17 November 2023. Payment date: 23 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (6.4%). Higher than average of industry peers (2.1%). Reported Earnings • Nov 08
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: kr40.0b (up 11% from 3Q 2022). Net loss: kr2.05b (down 290% from profit in 3Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Announcement • Sep 21
Securitas North America Announces Chrissy Toskos as Chief Human Resources Officer Securitas North America Division announced the appointment of Chrissy Toskos as Chief Human Resources Officer. Toskos will have a key role in the division leadership team where she will help to accelerate the organization's transformation—augmenting physical security with technology, transforming the client experience, and developing the workforce of the future. Toskos comes to Securitas after nearly 20 years with Prudential where she helped lead the organization through a transformation of the business and corporate functions. She will draw on that experience to accelerate programs to prepare the Securitas North America workforce to meet future business challenges and deliver client value. Announcement • Jul 29
Securitas AB (publ) to Report Fiscal Year 2023 Results on Feb 07, 2024 Securitas AB (publ) announced that they will report fiscal year 2023 results at 8:00 AM, Central European Standard Time on Feb 07, 2024 Reported Earnings • Jul 29
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: kr39.9b (up 31% from 2Q 2022). Net income: kr1.18b (up 15% from 2Q 2022). Profit margin: 2.9% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Commercial Services industry in the United Kingdom. New Risk • Jun 14
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr3.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (57% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (kr3.8m sold). Recent Insider Transactions • Jun 14
President & CEO recently sold kr3.2m worth of stock On the 11th of June, Magnus Ahlqvist sold around 38k shares on-market at roughly kr85.20 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Magnus has been a net buyer over the last 12 months, purchasing a net total of kr703k worth of shares. Recent Insider Transactions • May 28
Insider recently bought kr423k worth of stock On the 24th of May, Axel Sunden bought around 5k shares on-market at roughly kr83.07 per share. This transaction increased Axel Sunden's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr535k. Insiders have collectively bought kr15m more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 07
Chief Financial Officer recently bought kr250k worth of stock On the 4th of May, Andreas Lindback bought around 3k shares on-market at roughly kr86.48 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andreas' only on-market trade for the last 12 months. Upcoming Dividend • Apr 28
Upcoming dividend of kr1.75 per share at 3.9% yield Eligible shareholders must have bought the stock before 05 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.6%). Reported Earnings • Apr 05
Full year 2022 earnings released: EPS: kr9.20 (vs kr8.59 in FY 2021) Full year 2022 results: EPS: kr9.20 (up from kr8.59 in FY 2021). Revenue: kr133.2b (up 24% from FY 2021). Net income: kr4.31b (up 38% from FY 2021). Profit margin: 3.2% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Commercial Services industry in the United Kingdom. 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 6% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 08
Full year 2022 earnings released: EPS: kr9.20 (vs kr8.59 in FY 2021) Full year 2022 results: EPS: kr9.20 (up from kr8.59 in FY 2021). Revenue: kr133.2b (up 24% from FY 2021). Net income: kr4.31b (up 38% from FY 2021). Profit margin: 3.2% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Commercial Services industry in the United Kingdom. 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 14% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Dec 15
President & CEO recently bought kr1.1m worth of stock On the 13th of December, Magnus Ahlqvist bought around 13k shares on-market at roughly kr85.17 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.9m. Magnus has been a buyer over the last 12 months, purchasing a net total of kr6.3m worth in shares. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director John Brandon was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 09
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: kr36.0b (up 32% from 3Q 2021). Net income: kr1.08b (up 14% from 3Q 2021). Profit margin: 3.0% (down from 3.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Commercial Services industry in the United Kingdom. Valuation Update With 7 Day Price Move • Sep 19
Investor sentiment deteriorated over the past week After last week's 19% share price decline to kr74.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 27x in the Commercial Services industry in the United Kingdom. Total loss to shareholders of 44% over the past three years. Reported Earnings • Jul 29
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: kr30.5b (up 15% from 2Q 2021). Net income: kr1.02b (up 34% from 2Q 2021). Profit margin: 3.3% (up from 2.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in the United Kingdom. Announcement • Jul 29
Securitas AB (publ) to Report Fiscal Year 2022 Results on Feb 07, 2023 Securitas AB (publ) announced that they will report fiscal year 2022 results at 1:00 PM, Central European Standard Time on Feb 07, 2023 Recent Insider Transactions • Jun 23
President & CEO recently bought kr1.3m worth of stock On the 16th of June, Magnus Ahlqvist bought around 15k shares on-market at roughly kr87.08 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr4.4m worth in shares. Recent Insider Transactions • Jun 06
Insider recently bought kr965k worth of stock On the 1st of June, Greg Anderson bought around 9k shares on-market at roughly kr102 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. Insiders have collectively bought kr7.8m more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 24
President & CEO recently bought kr1.1m worth of stock On the 18th of May, Magnus Ahlqvist bought around 10k shares on-market at roughly kr106 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr2.9m worth in shares. Reported Earnings • May 05
First quarter 2022 earnings released First quarter 2022 results: Revenue: kr28.6b (up 11% from 1Q 2021). Net income: kr839.0m (up 24% from 1Q 2021). Profit margin: 2.9% (up from 2.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in the United Kingdom. Upcoming Dividend • Apr 29
Upcoming dividend of kr4.40 per share Eligible shareholders must have bought the stock before 06 May 2022. Payment date: 12 May 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.9%). Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director John Brandon was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Recent Insider Transactions • Feb 10
President & CEO recently bought kr1.2m worth of stock On the 9th of February, Magnus Ahlqvist bought around 10k shares on-market at roughly kr118 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr1.9m worth in shares. Reported Earnings • Feb 09
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: kr8.59 (up from kr6.63 in FY 2020). Revenue: kr107.7b (flat on FY 2020). Net income: kr3.13b (up 30% from FY 2020). Profit margin: 2.9% (up from 2.2% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.8%, compared to a 9.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year. Recent Insider Transactions • Dec 15
President & CEO recently bought kr624k worth of stock On the 13th of December, Magnus Ahlqvist bought around 5k shares on-market at roughly kr125 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of kr3.2m worth in shares. Reported Earnings • Oct 30
Third quarter 2021 earnings released The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr27.3b (up 3.2% from 3Q 2020). Net income: kr944.0m (up 25% from 3Q 2020). Profit margin: 3.5% (up from 2.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Reported Earnings • Jul 31
Second quarter 2021 earnings released The company reported a decent second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: kr26.5b (flat on 2Q 2020). Net income: kr763.0m (up 40% from 2Q 2020). Profit margin: 2.9% (up from 2.1% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 2% per year. Recent Insider Transactions • Jun 05
Insider recently bought kr1.1m worth of stock On the 2nd of June, Peter Karlströmer bought around 8k shares on-market at roughly kr133 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr35m more in shares than they have sold in the last 12 months.