Announcement • Jan 31
JM AB (publ) announces Annual dividend, payable on April 23, 2026 JM 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. Announcement • Jan 29
JM AB (publ) to Report Fiscal Year 2025 Final Results on Mar 23, 2026 JM AB (publ) announced that they will report fiscal year 2025 final results on Mar 23, 2026 Announcement • Jan 22
JM AB Appoints Henrik Brinck Landelius as the new head of the business segment JM Stockholm, Effective February 9, 2026 JM 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. Announcement • Nov 29
Jm Starting Production of Housing in Kvarnholmen, Nacka JM 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. Announcement • Oct 15
JM AB (publ), Annual General Meeting, Apr 16, 2026 JM AB (publ), Annual General Meeting, Apr 16, 2026. Announcement • Sep 27
JM Starts Production of Housing in Marievik, Stockholm JM 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. Announcement • Sep 18
JM Starts Production of Housing in Nacka JM 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. Announcement • Aug 05
JM AB (publ) to Report Fiscal Year 2025 Results on Jan 30, 2026 JM AB (publ) announced that they will report fiscal year 2025 results on Jan 30, 2026 Announcement • Jun 27
Jm Starts Production of 165 Rental Units in Sollentuna JM 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. Announcement • Apr 09
JM AB (publ) Resolves to Pay Dividend, Payable on April 16, 2025 JM 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. Announcement • Mar 31
JM Starts Production of Housing in Gothenburg JM 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. Announcement • Feb 01
JM AB (publ), Annual General Meeting, Apr 09, 2025 JM AB (publ), Annual General Meeting, Apr 09, 2025. Announcement • Jan 31
JM AB (Publ) Proposes Dividend for 2024 JM AB (publ) proposes a dividend of SEK 3.25 (3.00) for 2024. Announcement • Jan 08
JM AB (Publ) Announces Appointment of Maria Branestam as Director of HR, Effective No Later Than July 4, 2025 JM 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. Announcement • Oct 23
JM AB (publ) to Report Q1, 2025 Results on Apr 24, 2025 JM AB (publ) announced that they will report Q1, 2025 results on Apr 24, 2025 Announcement • Aug 20
JM AB (publ) Announces Potential Lay-Off Within the Production Organization JM 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. Announcement • Jul 11
JM AB (publ) to Report Fiscal Year 2024 Results on Jan 31, 2025 JM AB (publ) announced that they will report fiscal year 2024 results on Jan 31, 2025 Announcement • Jun 26
JM AB (publ) Announces Resignation of Malin Lundgren as Director of Human Resources, Effective July 5, 2024 JM 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. Announcement • Apr 20
JM AB (publ) Approves the Appointment of Liia Nõu as New Board Member JM AB (publ) at its Annual General Meeting held on April 18, 2024, approved the appointment of Liia Nõu as new Board Member. Announcement • Apr 19
JM AB (publ) Approves Dividend, Payable on April 25, 2024 JM 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. Announcement • Mar 20
JM AB (publ) to Report Fiscal Year 2023 Final Results on Mar 25, 2024 JM AB (publ) announced that they will report fiscal year 2023 final results on Mar 25, 2024 Announcement • Jan 30
Jm AB (Publ) Proposes Dividend for 2023 JM 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. Announcement • Jan 11
JM AB (publ) to Report Fiscal Year 2023 Results on Jan 30, 2024 JM AB (publ) announced that they will report fiscal year 2023 results at 8:00 AM, Central European Standard Time on Jan 30, 2024 Recent Insider Transactions • Jul 28
Insider recently bought kr212k worth of stock On the 20th of July, Par Vennerstrom bought around 1k shares on-market at roughly kr156 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 kr320k. Insiders have collectively bought kr7.6m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to kr152, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr113 per share. Recent Insider Transactions • Jun 11
Chief Executive Officer of JM Suomi Oy recently bought kr320k worth of stock On the 9th of June, Markus Heino bought around 2k shares on-market at roughly kr145 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 kr1.4m. Insiders have collectively bought kr6.7m more in shares than they have sold in the last 12 months. Announcement • May 18
AMF 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 18
Independent Director recently bought kr102k worth of stock On the 12th of May, Thomas Thuresson bought around 700 shares on-market at roughly kr146 per share. This transaction amounted to 28% 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 kr5.5m more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 04
Insider recently bought kr1.4m worth of stock On the 28th of April, Jan Strömberg bought around 8k shares on-market at roughly kr166 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 kr5.5m more in shares than they have sold in the last 12 months. Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: kr7.57 (vs kr5.03 in 1Q 2022) First quarter 2023 results: EPS: kr7.57 (up from kr5.03 in 1Q 2022). Revenue: kr4.70b (up 22% from 1Q 2022). Net income: kr488.0m (up 42% from 1Q 2022). Profit margin: 10% (up from 9.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to fall by 17% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom. 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 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 24
Upcoming dividend of kr14.00 per share at 8.2% yield Eligible 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 British dividend payers (5.6%). Higher than average of industry peers (5.8%). Valuation Update With 7 Day Price Move • Mar 23
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to kr171, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr153 per share. Reported Earnings • Mar 10
Full 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 forecast to decline by 14% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year. Reported Earnings • Feb 03
Full 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 fall by 14% p.a. on average during the next 3 years compared to a 1.6% decline forecast for the Consumer Durables 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 12% per year, which means it is significantly lagging earnings. Announcement • Oct 29
JM AB (publ) to Report Fiscal Year 2022 Results on Feb 01, 2023 JM 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 28
Third 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 forecast to decline by 12% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. 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 13% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorated over the past week After last week's 16% share price decline to kr216, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 31% over the past three years. Recent Insider Transactions • May 18
Independent Director recently bought kr99k worth of stock On the 12th of May, Annica Anas bought around 500 shares on-market at roughly kr198 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.3m. Despite this recent purchase, insiders have collectively sold kr6.9m more in shares than they bought in the last 12 months. Reported Earnings • Feb 04
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full 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 5.1% growth forecast for the 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Jan 15
Now 21% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be kr467, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.2% per annum over the last 3 years. Recent Insider Transactions • Dec 29
Director of Operations Development recently sold kr1.0m worth of stock On the 27th of December, Per Lundquist sold around 3k shares on-market at roughly kr409 per share. In the last 3 months, there was an even bigger sale from another insider worth kr4.6m. This was Per's only on-market trade for the last 12 months. Recent Insider Transactions • Dec 12
President & CEO recently sold kr4.6m worth of stock On the 10th of December, Johan Skoglund sold around 11k shares on-market at roughly kr408 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 • Nov 29
Employee Representative Deputy Director recently sold kr405k worth of stock On the 25th of November, Jonny Änges sold around 1k shares on-market at roughly kr405 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr3.0m more than they bought in the last 12 months. Recent Insider Transactions • Aug 26
Employee Representative Director recently sold kr439k worth of stock On the 17th of August, Jan Strömberg sold around 1k shares on-market at roughly kr317 per share. In the last 3 months, there was an even bigger sale from another insider worth kr2.0m. Insiders have been net sellers, collectively disposing of kr2.6m more than they bought in the last 12 months. Recent Insider Transactions • Aug 18
Insider recently sold kr2.0m worth of stock On the 12th of August, Maria Backman sold around 6k shares on-market at roughly kr314 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr2.2m more than they bought in the last 12 months. Executive Departure • Aug 18
CFO & Head of IR Claes Akesson has left the company On 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. Reported Earnings • May 01
First 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 23% per year, which means it is well ahead of earnings. Recent Insider Transactions • Feb 18
Insider recently sold kr152k worth of stock On the 15th of February, Maria Bäckman sold around 500 shares on-market at roughly kr303 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr581k more than they sold in the last 12 months. Reported Earnings • Feb 05
Full 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 20% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 05
Revenue beats expectations Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is expected to shrink by 4.5% compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom. Is New 90 Day High Low • Feb 03
New 90-day high: kr315 The company is up 13% from its price of kr278 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr341 per share. Is New 90 Day High Low • Dec 30
New 90-day high: kr291 The company is up 5.0% from its price of kr278 on 01 October 2020. The British market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr333 per share. Is New 90 Day High Low • Dec 12
New 90-day high: kr291 The company is up 5.0% from its price of kr277 on 11 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr338 per share.