Essity Management
Management criteria checks 3/4
Essity's CEO is Ulrika Kolsrud, appointed in Jun 2025, has a tenure of 1.08 years. total yearly compensation is SEK28.08M, comprised of 33.7% salary and 66.3% bonuses, including company stock and options. directly owns 0.005% of the company’s shares, worth SEK8.79M. The average tenure of the management team and the board of directors is 2.9 years and 4.3 years respectively.
Key information
Ulrika Kolsrud
Chief executive officer
SEK 28.1m
Total compensation
| CEO salary percentage | 33.70% |
| CEO tenure | 1.1yrs |
| CEO ownership | 0.005% |
| Management average tenure | 2.9yrs |
| Board average tenure | 4.3yrs |
Recent management updates
Recent updates
Narrative Update • Jun 17
ESSITY B: Cautious Rating Shifts And Tissue Review Will Shape Outlook
Analysts have lowered their price targets on Essity, with the consensus reduced by SEK 40 as they incorporate recent rating changes and updated assumptions from the latest research reports. Analyst Commentary Recent updates on Essity show analysts refining their views on the stock, with several price target cuts and a downgrade from JPMorgan shaping a more cautious tone around valuation and execution.Narrative Update • Jun 03
ESSITY B: Neutral View As Discount Rates Rise And Tissue Review Progresses
Essity’s updated analyst price target has been trimmed by about SEK 1 to around SEK 265, as analysts factor in slightly higher discount rates alongside only modest adjustments to revenue growth, profit margin and future P/E assumptions, following a series of recent target cuts and a downgrade across the Street. Analyst Commentary Recent research updates cluster around a more cautious stance, with several firms trimming price targets and JPMorgan moving to a downgrade.
Narrative Update • May 20
ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure Sentiment
Essity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.Narrative Update • May 05
ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure Sentiment
Essity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.Narrative Update • Apr 21
ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain Mixed
Essity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.Narrative Update • Apr 06
ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment Cautious
Essity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.Narrative Update • Mar 22
ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment Cautious
Essity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.Narrative Update • Mar 08
ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin Expectations
Narrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
Narrative Update • Feb 22
ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future Upside
Analysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.Narrative Update • Feb 08
ESSITY B: Cautious Rating Shifts Will Keep Multiples Compressed
Analysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.Narrative Update • Jan 24
ESSITY B: Dividend And Buybacks Will Support Future Upside Potential
Analysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.Narrative Update • Jan 10
ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization Plan
Essity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.Narrative Update • Dec 26
ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside Potential
Analysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.Narrative Update • Dec 12
ESSITY B: Margin And Cost Savings Progress Will Support Upside Potential
Analysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.Narrative Update • Oct 22
Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge Lower
Analysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.Narrative Update • Oct 08
Demand In Feminine Care And Incontinence Will Expand Internationally
Analysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.Narrative Update • Sep 24
Demand In Feminine Care And Incontinence Will Expand Internationally
Essity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
New Narrative • Nov 07
Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth
Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | SEK 12b |
| Dec 31 2025 | SEK 28m | SEK 9m | SEK 13b |
Compensation vs Market: Ulrika's total compensation ($USD2.89M) is about average for companies of similar size in the Swedish market ($USD3.33M).
Compensation vs Earnings: Insufficient data to compare Ulrika's compensation with company performance.
CEO
Ulrika Kolsrud (56 yo)
1.1yrs
Tenure
SEK 28,079,780
Compensation
Ms. Ulrika Kolsrud, MSc Eng., is CEO and President at Essity AB (publ) from June 1, 2025. She served as President of Health and Medical Solutions at Essity AB (publ) (formerly known as Essity Aktiebolag (p...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President & CEO | 1.1yrs | SEK 28.08m | 0.0047% SEK 8.8m | |
| CFO, Executive VP of Central Function Finance | 9.5yrs | SEK 20.42m | 0.0086% SEK 16.1m | |
| Chief Digital & Information Officer | less than a year | no data | no data | |
| VP & Head of Investor Relations | 2.8yrs | no data | no data | |
| CLO, General Counsel | 14.5yrs | no data | 0.0068% SEK 12.7m | |
| Chief Communication Officer & Central Function of Corporate Communications | 2.9yrs | no data | 0.00051% SEK 949.3k | |
| Chief Human Resources Officer & Central Function Human Resources | 11.5yrs | no data | no data | |
| President of Business Unit Consumer Tissue | 11.5yrs | no data | 0.0046% SEK 8.5m | |
| President of Business Unit Professional Hygiene | 10.5yrs | no data | 0.0066% SEK 12.4m | |
| President of Business Unit Personal Care | no data | no data | 0.0037% SEK 6.8m | |
| Chief Strategy Officer & Sustainability Officer | 1.5yrs | no data | 0.0016% SEK 2.9m | |
| President of Business Unit Health & Medical | less than a year | no data | 0.00081% SEK 1.5m |
2.9yrs
Average Tenure
54.5yo
Average Age
Experienced Management: ESSITY B's management team is considered experienced (2.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Independent Chairman of the Board | 3.3yrs | SEK 3.40m | 0.0022% SEK 4.1m | |
| Independent Director | 10.5yrs | SEK 1.11m | 0.0066% SEK 12.4m | |
| Independent Director | 10.5yrs | SEK 960.00k | 0.0012% SEK 2.2m | |
| Independent Director | 10.5yrs | SEK 1.60m | 0.00044% SEK 819.0k | |
| Employee Representative Director | 9.5yrs | no data | 0.000020% SEK 37.2k | |
| Independent Director | 5.3yrs | SEK 1.11m | 0.0013% SEK 2.3m | |
| Independent Director | 2.3yrs | SEK 1.31m | 0.45% SEK 828.5m | |
| Independent Director | 1.3yrs | SEK 1.31m | 0.092% SEK 171.3m | |
| Independent Director | 3.3yrs | SEK 960.00k | 0.00022% SEK 409.5k | |
| Independent Director | 1.3yrs | SEK 960.00k | 0.00088% SEK 1.6m | |
| Employee Representative Director | 7yrs | no data | 0.000020% SEK 37.2k | |
| Employee Representative Director | 2.5yrs | no data | no data |
4.3yrs
Average Tenure
60.5yo
Average Age
Experienced Board: ESSITY B's board of directors are considered experienced (4.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/01 22:58 |
| End of Day Share Price | 2026/07/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Essity AB (publ) is covered by 24 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | ABG Sundal Collier |
| Patrick Folan | Barclays |
| Iain Simpson | Barclays |