Sofina reported EUR 857.50 million profit. Sofina stock gains 1.22 percent.

Published on 10/09/2026 at 11:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

H1 2026 net result was EUR 857.50 million versus a EUR 393.90 million loss. Sofina stock costs EUR 248.10 on October 9, 2026 after EUR 245.10.

Key points in brief

Sofina reported a EUR 857.50 million net result for H1 2026, reversing a EUR 393.90 million loss.
Net Asset Value reached EUR 11.5 billion at June 30, 2026, up 6.80 percent from year-end 2025.
Sofina stock was trading at EUR 248.10 at Lang & Schwarz on October 9, 2026, up 1.22 percent from EUR 245.10.
Four analysts tracked by Makkler had an average 12-month target of EUR 301.00.

Schwarzweißes Reportagefoto von Fondsmanagern in einer Sitzung mit Diagrammen — Sofina S.A. (BE0003717312) illustriert dokumentarisch Fondsmanager bei Besprechung von Portfolio-Charts in Schwarzweiß, Illustration mit AI erstellt.

Sofina (ISIN BE0003717312) was trading at EUR 248.10 at Lang & Schwarz on October 9, 2026 at 11:36 a.m. CEST, up 1.22 percent versus EUR 245.10. For the first half of 2026, the investment company reported a EUR 857.50 million net result, compared with a EUR 393.90 million loss in the first half of 2025, according to Quartr.

Net Asset Value reached EUR 11.5 billion

Sofina's Net Asset Value stood at EUR 11.5 billion on June 30, 2026, up 6.80 percent from EUR 10.8 billion at year-end 2025. Net Asset Value per share rose to EUR 326.48 from EUR 305.77 over the same period, while total portfolio value creation reached 8.00 percent in the first half.

The company said its portfolio was split evenly between direct investments and private funds on June 30, 2026. Investments in portfolio companies totaled EUR 733.00 million in the first half, against EUR 650.00 million of divestments, according to Sofina.

What does the NAV gap mean?

At EUR 248.10, the Lang & Schwarz price was 24.01 percent below Sofina's June 30 NAV per share of EUR 326.48. That comparison uses different dates, so it describes the relationship between the October 9 market price and the latest reported per-share NAV rather than a same-day valuation.

Analyst expectations also provide a quantified reference. Makkler listed four Buy ratings, no Hold ratings and no Sell ratings, with an average 12-month target of EUR 301.00 and a range of EUR 275.00 to EUR 315.00 on October 8, 2026, according to Makkler. The average target lies 21.32 percent above the Lang & Schwarz price.

Three milestones mark the latest year

On March 26, 2026, Sofina reported fiscal 2025 results with a Net Asset Value of EUR 10.84 billion, according to Quartr. On May 27, 2026, the annual dividend went ex at EUR 3.66 per share, according to Makkler. On September 1, 2026, the company reported first-half results that included the EUR 11.5 billion NAV and EUR 857.50 million net result.

Stock remains below the latest NAV

Sofina had a market capitalization of EUR 9.1 billion on October 9, 2026, while its reported June 30 NAV was EUR 11.5 billion. The market price therefore remains the immediate reference point for trading, while the NAV and portfolio results supply the latest operating context.

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