Henkel stock raises outlook as Jefferies lifts target to EUR 78

Published on 09/25/2026 at 11:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Henkel stock reflects EUR 10.3 billion in first half revenue reported on August 6, 2026. Organic growth reached 3.2 percent, with Q3 reporting scheduled for November 10, 2026.

Arbeiter in weißem Schutzanzug inspiziert Industrietanks und Rohrleitungen in einem Chemiewerk, Schwarzweiß — Schwarz-Weiß-Dokumentarfotografie eines Arbeiters in Schutzanzug und Helm vor großen Industrietanks und Rohrleitungen in einem chemischen Produktionswerk – symbolisiert die industrielle Fertigungstiefe der Henkel AG & Co. KGaA (ISIN DE0006048432) im Bereich Klebstoffe und Spezialchemikalien, Illustration mit AI erstellt.

Henkel stock (ISIN DE0006048432) was trading at EUR 74.50 on Xetra on September 25, 2026 at 11:15 a.m. CEST, up 0.51 percent from EUR 74.12. The latest analyst move came from Jefferies on September 24, 2026, when the firm raised its price target from EUR 74 to EUR 78 while keeping a Hold rating.

Jefferies lifts its target

According to Aktiencheck on September 24, 2026, Jefferies analyst David Hayes increased his 2026 and 2027 EPS forecasts. He also expects comparable third-quarter revenue growth of 6.0 percent in Adhesive Technologies, compared with a consensus estimate of 3.5 percent.

The EUR 78 target stands EUR 3.50 above the intraday Xetra price of EUR 74.50 on September 25, 2026. That is a 4.7 percent premium to the reference price, while the unchanged Hold rating signals that the higher earnings assumptions have not yet produced a more constructive recommendation.

H1 revenue grows organically

Henkel reported EUR 10.3 billion in group revenue for the first half of 2026, with organic growth of 3.2 percent, in the investor-relations update dated August 6, 2026. The company also reported EBIT of EUR 1,620 million, up 0.3 percent, and an EBIT margin of 15.7 percent.

According to Henkel, earnings per preferred share reached EUR 2.86 in H1 2026, up 7.1 percent at constant exchange rates. The company raised its 2026 organic sales-growth guidance to 1.5 percent to 3.5 percent from 1.0 percent to 3.0 percent, while adjusted EBIT margin guidance remains 14.5 percent to 16.0 percent.

Stock remains below yearly high

Henkel stock stood 11.5 percent below its 52-week high of EUR 84.20 and 21.6 percent above its 52-week low of EUR 61.28 on September 25, 2026. The reference market capitalization was EUR 30,873,452,471, with volume of 54,436 shares at the same intraday snapshot.

The next scheduled reporting event is Q3 2026 on November 10, 2026. For investors, the key test is whether Adhesive Technologies can deliver the 6.0 percent comparable growth expected by Jefferies against the 3.5 percent consensus figure.