Essity B stock: Nordea raises target to SEK 315

Published on 10/20/2026 at 16:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 2026 revenue reached SEK 35.06 billion, up 5.70 percent year over year. Essity B stock costs EUR 24.94 on October 20, 2026 in trading.

Analyst target and reporting date

Nordea lifted its Essity target to SEK 315 on October 15, 2026.
Second-quarter revenue reached SEK 35.06 billion and increased 5.70 percent year over year.
Essity B stock traded at EUR 24.94 at Lang & Schwarz on October 20, 2026 at 4:41 p.m. CEST.
Essity will publish third-quarter results on October 22, 2026.

Essity AB SE0009922164: SW-Reportage einer Papierfabrik mit großen Rollen — Essity AB (ISIN SE0009922164) zeigt dokumentarisch die industrielle Produktion von Hygienepapier in Schwarzweiß-Optik, Illustration mit AI erstellt.

Essity B (ISIN SE0009922164) has a fresh analyst target of SEK 315 after Nordea raised its previous target of SEK 300 and reiterated a buy recommendation on October 15, 2026, according to MarketScreener. At Lang & Schwarz, the stock was trading at EUR 24.94 on October 20, 2026 at 4:41 p.m. CEST.

Nordea target leaves room above SEK 277.40

The new target stands 13.57 percent above the SEK 277.40 price on Nasdaq Stockholm at October 20, 2026 market levels. The target is the strongest recent analyst signal for the company, while a 15-analyst consensus listed by MarketScreener stood at SEK 269.20, below the same Stockholm price.

Q2 revenue rose, profit margin fell

Essity reported second-quarter 2026 revenue of SEK 35.061 billion, up 5.70 percent from the year-earlier period, while operating profit fell to SEK 3.846 billion from SEK 4.386 billion. The operating margin declined to 11.00 percent from 12.80 percent, according to the Q2 figures published by Affarsvärlden.

What could the third quarter show?

Barclays expects third-quarter revenue of SEK 36.478 billion and adjusted EBITA of SEK 4.618 billion, implying a 12.70 percent margin. Its estimates compare with consensus revenue of SEK 36.478 billion, adjusted EBITA of SEK 4.414 billion and a 12.20 percent margin, according to MarketScreener on October 16, 2026. The same analysis cited higher raw-material and energy costs as a pressure point.

Peer valuation remains mixed

Essity's Stockholm quotation was up 0.47 percent on October 20, 2026, with a P/E of 15.65 and a market capitalization of SEK 186.9 billion. Kimberly-Clark (NYSE, USD): up 1.90 percent, P/E 18.25, market capitalization USD 35.7 billion. Colgate-Palmolive (NYSE, USD): up 1.04 percent, P/E 37.18, market capitalization USD 74.8 billion.

Results date sets the next checkpoint

Essity will publish its third-quarter interim report on October 22, 2026 at 7:00 a.m. CET and hold its webcast at 9:00 a.m. CET, according to the company's Essity investor-relations page. The date gives investors a near-term test for the margin pressure highlighted by Barclays.

Essity B keeps its analyst premium

Nordea's SEK 315 target remains above both the Stockholm price and the broader consensus, but the Q2 margin comparison shows why the October 22 report matters for the valuation discussion. The key figures are revenue growth, cost absorption and adjusted operating profitability.

The further course of trading is shown by the continuously updated real-time quote of Essity B stock.