Essity reviews tissue sale while Essity B stock sits 12.18 percent below its 52-week high

Published on 10/05/2026 at 15:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jefferies cut its target from SEK 251 to SEK 247 on September 30. Essity B stock costs EUR 22.90 on October 5, 2026 after EUR 22.90.

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Essity B (SE0009922164) was trading at EUR 22.90 at Lang & Schwarz on October 5, 2026 at 3:12 p.m. CEST, unchanged from the prior close of EUR 22.90. The Stockholm quote sits 12.18 percent below its SEK 293.10 52-week high, based on a SEK 257.40 market price, while MarketScreener reported on September 15 that Essity may launch a sale process for Consumer Tissue.

Consumer Tissue review sets the theme

The business includes brands such as Lotus, Tempo and Cushelle. MarketScreener said the options cited by Bloomberg included a sale or a Swedish stock-market listing, with the division valued at EUR 2.5 billion to EUR 3.0 billion.

The strategic review is scheduled for completion during the first half of 2027, according to the report. For investors, the potential transaction matters because Consumer Tissue is a large part of Essity's paper hygiene portfolio and could change the group's business mix.

Costs pressure the next report

Markets Insider reported that Essity's second-quarter 2026 revenue was SEK 35.06 billion, versus SEK 34.19 billion a year earlier, while net profit was SEK 2.68 billion, versus SEK 3.04 billion. The comparison points to higher sales but weaker earnings conversion.

Borsvarlden reported on September 28 that Barclays cut its target from SEK 240 to SEK 230 and reduced its organic-growth forecast from 2.0 percent to 1.2 percent. The bank expects adjusted EBITA of SEK 4.6 billion and an adjusted EBITA margin of 12.7 percent, citing raw-material, energy and oil-related costs.

Targets point to a split view

Markets Insider reported that Jefferies lowered its target from SEK 251 to SEK 247 on September 30 while keeping a Hold rating ahead of the October 22 results. The contrasting targets show that the strategic review is competing with a near-term margin debate.

Essity's investor-relations calendar lists the interim report for the third quarter on October 22. The company also states long-term targets of more than 3 percent annual organic sales growth and an EBITA margin above 15 percent in its investor-relations materials.

Essity B stock stays below its high

Essity B stock was trading at EUR 22.90 at Lang & Schwarz on October 5, 2026 at 3:12 p.m. CEST, unchanged from the prior close of EUR 22.90. Its primary listing is Nasdaq Stockholm, where the finance quote showed SEK 257.40, a market capitalization of SEK 174.4 billion and a 52-week range of SEK 239.40 to SEK 293.10 as of October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Essity B stock.