Duyuru • Mar 31
Holmen AB (Publ) Approves Dividend, Payable on 8 April 2026 Holmen AB (publ) announced dividend of SEK 9.50 per share was approved at Holmen’s Annual General Meeting. The dividend record date was confirmed as 1 April 2026. Given this record date, the dividend is expected to be paid on 8 April 2026. Duyuru • Mar 13
Holmen Announces Executive Changes, Effective June 1, 2026 Holmen announced that Johan Padel, Head of the Wood Products business area, has decided to leave Holmen during the course of the year. He will be succeeded by Karolina Svensson, currently Head of Business Development for Wood Products. Johan Padel will assume the position of Chair of Martinsons Byggsystem, which is part of the Holmen Group. Karolina Svensson has many years of experience from several positions within Holmen, including as Marketing Director for the Paper business area, Head of Group-level Strategy, and most recently Head of Business Development for Wood Products. Karolina Svensson will assume her new role as Head of the Wood Products business area on June 1, 2026. Duyuru • Jan 09
Holmen AB (publ) to Report Fiscal Year 2025 Results on Jan 30, 2026 Holmen AB (publ) announced that they will report fiscal year 2025 results on Jan 30, 2026 Duyuru • Dec 12
Holmen AB (publ) to Report Fiscal Year 2025 Final Results on Mar 09, 2026 Holmen AB (publ) announced that they will report fiscal year 2025 final results on Mar 09, 2026 Duyuru • Sep 18
Holmen Board and Paper Launches Next Generation Lightest Kraftliner Holmen has developed Holmen Elevate, a lightweight kraftliner. Holmen Elevate is the lightest kraftliner on the market, available in 72, 82 and 92 gsm. The kraftliner is well suited for e-commerce, shelf-ready and food packaging applications where both sustainability and performance are essential. The product is manufactured at Braviken Paper Mill in Sweden and delivers one of the lowest carbon footprints in the sector, with CO2 emissions 80% below the European average in the board and paper industry. Holmen Elevate is made from fresh fibres sourced from sustainably managed forests. The mill operates a resource-efficient supply chain, using pulpwood and wood chips from Holmen's sawmill located on the same site. Duyuru • Jan 28
Holmen AB (publ), Annual General Meeting, Mar 31, 2025 Holmen AB (publ), Annual General Meeting, Mar 31, 2025. Duyuru • Jan 27
Holmen AB (Publ) Announces Lars Josefsson Declines Re-Election as Board Member Holmen AB (publ) announced Lars Josefsson has declined re-election as board member. Duyuru • Jan 23
Holmen AB (publ) to Report Fiscal Year 2025 Results on Jan 30, 2026 Holmen AB (publ) announced that they will report fiscal year 2025 results on Jan 30, 2026 Duyuru • Jan 09
Holmen AB (publ) to Report Fiscal Year 2024 Final Results on Mar 07, 2025 Holmen AB (publ) announced that they will report fiscal year 2024 final results on Mar 07, 2025 Duyuru • Sep 27
Holmen AB (publ) Announces CFO Changes Holmen AB (publ) announced that in order to further strengthen Holmen's position and competitiveness, Anders Jernhall, Deputy CEO and CFO, will focus on strategic issues in the dedicated role as Deputy CEO. Stefan Loréhn will take over as new CFO in the spring of 2025. Stefan Loréhn is currently CFO at LKAB and has a long history at Holmen before that. Duyuru • Apr 18
Holmen AB (publ) Approves Dividend, Payable on 23 April 2024 Holmen AB (publ) announced that at its AGM held on April 16, 2024, The AGM resolved to pay a dividend of SEK 11.50 per share. The dividend record date was confirmed as 18 April 2024. Given this record date, the dividend is expected to be paid on 23 April 2024. Reported Earnings • Mar 10
Full year 2023 earnings released: EPS: kr23.04 (vs kr36.27 in FY 2022) Full year 2023 results: EPS: kr23.04 (down from kr36.27 in FY 2022). Revenue: kr23.6b (down 4.9% from FY 2022). Net income: kr3.70b (down 37% from FY 2022). Profit margin: 16% (down from 24% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. New Risk • Mar 05
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 24% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (16% net profit margin). Duyuru • Mar 02
Holmen AB (publ) to Report Fiscal Year 2023 Results on Mar 06, 2024 Holmen AB (publ) announced that they will report fiscal year 2023 results on Mar 06, 2024 Duyuru • Jan 31
Holmen AB (publ) to Report Fiscal Year 2024 Results on Jan 31, 2025 Holmen AB (publ) announced that they will report fiscal year 2024 results on Jan 31, 2025 Duyuru • Aug 18
Holmen AB (publ) to Report Nine Months, 2024 Results on Oct 24, 2024 Holmen AB (publ) announced that they will report nine months, 2024 results on Oct 24, 2024 Reported Earnings • Aug 18
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: kr6.19b (flat on 2Q 2022). Net income: kr890.0m (down 46% from 2Q 2022). Profit margin: 14% (down from 27% in 2Q 2022). Revenue is forecast to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. 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 8% per year, which means it is well ahead of earnings. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: kr8.50 (vs kr9.20 in 1Q 2022) First quarter 2023 results: EPS: kr8.50 (down from kr9.20 in 1Q 2022). Revenue: kr6.22b (up 8.2% from 1Q 2022). Net income: kr1.37b (down 7.6% from 1Q 2022). Profit margin: 22% (down from 26% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Board Change • Apr 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Carina Akerstrom was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 22
Upcoming dividend of kr16.00 per share at 3.9% yield Eligible shareholders must have bought the stock before 29 March 2023. Payment date: 04 April 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (5.4%). Reported Earnings • Mar 08
Full year 2022 earnings released: EPS: kr36.27 (vs kr18.55 in FY 2021) Full year 2022 results: EPS: kr36.27 (up from kr18.55 in FY 2021). Revenue: kr24.8b (up 24% from FY 2021). Net income: kr5.87b (up 96% from FY 2021). Profit margin: 24% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Recent Insider Transactions • Feb 27
Senior Vice President of Forest recently bought kr82k worth of stock On the 24th of February, Soren Petersson bought around 200 shares on-market at roughly kr411 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr11m more in shares than they bought in the last 12 months. Recent Insider Transactions • Feb 14
Senior Vice President of Paperboard recently sold kr850k worth of stock On the 10th of February, Johan Nellbeck sold around 2k shares on-market at roughly kr425 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth kr6.8m. Insiders have been net sellers, collectively disposing of kr13m more than they bought in the last 12 months. Recent Insider Transactions • Feb 10
President recently sold kr6.8m worth of stock On the 3rd of February, Henrik Sjolund sold around 15k shares on-market at roughly kr457 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Henrik has been a net seller over the last 12 months, reducing personal holdings by kr12m. Reported Earnings • Feb 02
Full year 2022 earnings released: EPS: kr36.26 (vs kr18.55 in FY 2021) Full year 2022 results: EPS: kr36.26 (up from kr18.55 in FY 2021). Revenue: kr26.7b (up 33% from FY 2021). Net income: kr5.87b (up 96% from FY 2021). Profit margin: 22% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 6.2% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Duyuru • Jan 24
Holmen AB (publ) Announces Decline Re-Election of Carl Bennet, Independent Director Holmen AB (publ) announced Carl Bennet, Independent Director has declined re-election. Reported Earnings • Oct 22
Third quarter 2022 earnings released: EPS: kr9.10 (vs kr4.70 in 3Q 2021) Third quarter 2022 results: EPS: kr9.10 (up from kr4.70 in 3Q 2021). Revenue: kr5.78b (up 19% from 3Q 2021). Net income: kr1.48b (up 94% from 3Q 2021). Profit margin: 26% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Duyuru • Sep 21
Holmen AB (publ), Annual General Meeting, Mar 28, 2023 Holmen AB (publ), Annual General Meeting, Mar 28, 2023. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: kr10.10 (vs kr4.30 in 2Q 2021) Second quarter 2022 results: EPS: kr10.10 (up from kr4.30 in 2Q 2021). Revenue: kr6.17b (up 20% from 2Q 2021). Net income: kr1.64b (up 135% from 2Q 2021). Profit margin: 27% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 2.3% growth forecast for the Forestry industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings. Duyuru • Aug 19
Holmen AB (publ) to Report First Half, 2023 Results on Aug 17, 2023 Holmen AB (publ) announced that they will report first half, 2023 results on Aug 17, 2023 Duyuru • Aug 17
Holmen AB (publ) to Report Nine Months, 2023 Results on Oct 25, 2023 Holmen AB (publ) announced that they will report nine months, 2023 results on Oct 25, 2023 Board Change • May 31
High number of new directors Director Fredrik Persson was the last director to join the board, commencing their role in 2022. Recent Insider Transactions • May 04
Senior Vice President of Forest recently sold kr576k worth of stock On the 29th of April, Soren Petersson sold around 1k shares on-market at roughly kr576 per share. In the last 3 months, there was an even bigger sale from another insider worth kr2.3m. Insiders have been net sellers, collectively disposing of kr6.0m more than they bought in the last 12 months. Reported Earnings • Apr 29
First quarter 2022 earnings released First quarter 2022 results: Revenue: kr6.59b (up 40% from 1Q 2021). Net income: kr1.48b (up 120% from 1Q 2021). Profit margin: 23% (up from 14% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.8% compared to a 7.4% growth forecast for the industry in the United Kingdom. Board Change • Apr 28
High number of new directors Director Fredrik Persson was the last director to join the board, commencing their role in 2022. Board Change • Apr 07
High number of new directors Director Fredrik Persson was the last director to join the board, commencing their role in 2022. Upcoming Dividend • Mar 24
Upcoming dividend of kr11.50 per share Eligible shareholders must have bought the stock before 31 March 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 40% and the cash payout ratio is 77%. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (3.3%). Reported Earnings • Mar 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: kr18.55 (up from kr12.22 in FY 2020). Revenue: kr20.0b (up 20% from FY 2020). Net income: kr3.00b (up 52% from FY 2020). Profit margin: 15% (up from 12% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 3.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Recent Insider Transactions • Mar 02
Executive VP & CFO recently sold kr2.3m worth of stock On the 25th of February, Anders Jernhall sold around 5k shares on-market at roughly kr468 per share. This was the largest sale by an insider in the last 3 months. This was Anders' only on-market trade for the last 12 months. Recent Insider Transactions • Feb 04
President recently sold kr1.8m worth of stock On the 1st of February, Henrik Sjolund sold around 4k shares on-market at roughly kr456 per share. This was the largest sale by an insider in the last 3 months. This was Henrik's only on-market trade for the last 12 months. Duyuru • Jan 30
Holmen AB (publ) to Report Fiscal Year 2022 Results on Jan 30, 2023 Holmen AB (publ) announced that they will report fiscal year 2022 results on Jan 30, 2023 Reported Earnings • Jan 29
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: kr18.55 (up from kr12.22 in FY 2020). Revenue: kr21.2b (up 27% from FY 2020). Net income: kr3.00b (up 52% from FY 2020). Profit margin: 14% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 4.8% compared to a 5.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings. Reported Earnings • Oct 23
Third quarter 2021 earnings released The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr5.16b (up 38% from 3Q 2020). Net income: kr763.0m (up 35% from 3Q 2020). Profit margin: 15% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 24% per year. Reported Earnings • Aug 22
Second quarter 2021 earnings released: EPS kr4.30 (vs kr2.50 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr5.13b (up 33% from 2Q 2020). Net income: kr698.0m (up 70% from 2Q 2020). Profit margin: 14% (up from 11% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year. Reported Earnings • Apr 30
First quarter 2021 earnings released The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr5.10b (up 13% from 1Q 2020). Net income: kr675.0m (up 38% from 1Q 2020). Profit margin: 13% (up from 11% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Apr 16
Upcoming dividend of kr10.75 per share Eligible shareholders must have bought the stock before 23 April 2021. Payment date: 29 April 2021. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.7%). Reported Earnings • Apr 01
Full year 2020 earnings released: EPS kr12.22 (vs kr52.57 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr16.7b (down 3.4% from FY 2019). Net income: kr1.98b (down 77% from FY 2019). Profit margin: 12% (down from 50% in FY 2019). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Feb 25
New 90-day low: kr370 The company is down 2.0% from its price of kr377 on 26 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr157 per share. Reported Earnings • Feb 06
Full year 2020 earnings released: EPS kr12.22 (vs kr52.57 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: kr17.7b (up 1.9% from FY 2019). Net income: kr1.98b (down 77% from FY 2019). Profit margin: 11% (down from 50% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Feb 06
Revenue beats expectations Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to decline by -2.3% while the Forestry industry in the United Kingdom is not expected to grow. Is New 90 Day High Low • Jan 14
New 90-day high: kr409 The company is up 20% from its price of kr341 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Forestry industry, which is also up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr188 per share. Is New 90 Day High Low • Dec 30
New 90-day high: kr395 The company is up 18% from its price of kr336 on 01 October 2020. The British market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr186 per share. Recent Insider Transactions • Dec 24
Independent Chairman recently sold kr194k worth of stock On the 15th of December, Fredrik Lundberg sold around 500 shares on-market at roughly kr388 per share. This was the largest sale by an insider in the last 3 months. This was Fredrik's only on-market trade for the last 12 months. Recent Insider Transactions • Dec 17
Independent Chairman recently sold kr194k worth of stock On the 15th of December, Fredrik Lundberg sold around 500 shares on-market at roughly kr388 per share. This was the largest sale by an insider in the last 3 months. This was Fredrik's only on-market trade for the last 12 months. Is New 90 Day High Low • Dec 10
New 90-day high: kr383 The company is up 18% from its price of kr325 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr160 per share.