2025 Q4 -tulosraportti
42 päivää sitten
‧22 min
2,00 NOK/osake
Irtoamispäivä 24.4.
3,37%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 26 | - | - | ||
| 3 | - | - | ||
| 24 | - | - | ||
| 163 | - | - | ||
| 200 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenhttps://www.finansavisen.no/handel/2026/03/26/8339715/orkla-selger-virksomhet-begrenset-strategisk-match Orkla sells business – Limited strategic match After only a few years as sole owner, Orkla chooses to sell Nói-Síríus. – Limited strategic match, according to the company.
·7 t sittenSo, I've taken a small position in Orkla. Perhaps not the sexiest stock, but hopefully a bit more "safe" stock in these times? Dividend of 6kr, is positive :-)
·3 t sittenRemember that part of the dividend is extraordinary, so don't expect this yield every year. Should they return to normal dividends without extra on top, the yield will be significantly lower.
·2 päivää sitten
·1 päivä sittenCan you post what has been written?😊·8 t sittenPredicts stock market rally for Stein Erik Hagen Danske Bank initiates coverage of Orkla and sets the target price significantly higher than the rest of the analyst community. The big wild card is the candy venture in the USA. Category icon Industry Tomas Anderson Helgø Logo ORK · 118.60 0.00% Published March 24, 15:08 | Updated March 24, 20:19 Article lead NEW ANALYSIS: Analyst Tomas Helgø at Danske Bank sees significantly greater values in Orkla than the rest of the analyst community. Among brokerage firms, the sentiment is measured regarding Stein Erik Hagen-dominated Orkla. According to Bloomberg, eight out of ten brokerage firms have a hold recommendation, while the average target price is 122 kroner against the last closing price of 117.20 kroner. Tuesday morning, Danske Bank resumes coverage of Orkla with a buy recommendation and a target price of 160 kroner. This is clearly higher than the rest. – "We are 11 percent above consensus on earnings per share this year, and 25 percent above on 2028 estimates," says analyst Tomas Helgø. According to Helgø, two factors in particular underpin the high target price. The first is Orkla's strategic reorientation, which the bank believes is now starting to show effect. In 2023, Orkla presented a new direction for the group, with greater emphasis on autonomous portfolio companies, clearer lines of responsibility, and better capital allocation. – "The portfolio companies have become much more autonomous, with their own boards and a greater degree of independent decision-making. We believe this will lead to higher volume growth over time, and that capital will be allocated more to where the growth potential is greatest," says Helgø. He believes that responsibility is being moved closer to the individual subsidiaries, and that this can both lead to faster decisions and make it easier to attract skilled leaders. – "Over time, this can lead to volume growth driven more by market shares than by price increases," says the analyst. The second major driver is Orkla Snacks, where Danske Bank is clearly above consensus. Helgø particularly highlights the candy brand BUBS, which Orkla acquired in 2022. BUBS was rolled out in the USA from August 2025 at chains such as Target, Walmart, Kroger, Albertsons, CVS, and Walgreens. – "We received indications of quite strong growth in the fourth quarter, and on the volume side in Orkla Snacks, it appears that much is due to volume growth in the USA," says Helgø. He estimates that this corresponds to approximately 250 million kroner in revenue increase from the USA in one quarter alone. – "When you then look at comparable products that have been successfully rolled out in the USA in recent years, you see that growth often continues for a couple of years before it flattens out more. Therefore, we believe this can last for a while." In the analysis, Danske Bank writes that BUBS can deliver more than 1 billion kroner in revenue in the USA alone by 2027. Helgø simultaneously points to further upside potential. – "If we get a little more momentum on it, we see a potential for BUBS to grow to over 2 billion kroner from 2028 onwards. This comes on top of the existing products in Orkla Snacks, which are also growing," says Helgø, and continues: – "The cocoa price has plummeted since the same month last year, making it easier to maintain good and healthy volume growth, while margins become stronger." Places high value on Jotun Det tredje hovedpoenget i analysen er Jotun, hvor Orkla eier 42,7 prosent. Jotun omsatte for 34,3 milliarder kroner og leverte et driftsresultat på 7,1 milliarder kroner i 2025. In Danske Bank's valuation, the stake is worth 62.3 billion kroner, equivalent to 63.2 kroner per Orkla share. On a 100-percent basis, Jotun is valued at 146 billion kroner. – "The share of Orkla's earnings coming from Jotun has grown larger and larger in recent years. It has gone from around 10 to 20 percent of the bottom line, to now 31 percent in 2025. I think that's a very strong sign, because it makes earnings more robust. And the willingness to pay for that type of earnings also becomes higher, in my opinion," says Helgø. Read also Analyst believes Jotun is worth over 100 billion: – "One of Norway's best companies" Jotun's valuation is up nearly 200 percent in just under four years, according to Kepler Cheuvreux. – "The company is not for sale," says chairman Odd Gleditsch d.y. Towards 2030, he expects Jotun's share of earnings to continue to grow, as the paint company delivers high organic growth. – "Jotun has up to 10 percent organic growth. It is a company that has had that type of growth for many years, and we expect it to continue in much the same vein." Helgø believes the market insufficiently prices in the increasing importance of Jotun in Orkla. – "When you see that Orkla trades at 16 times earnings for 2027, that is below the average of 17 times over the last 10 years. I think that's quite strange when Jotun has become an increasingly larger part of Orkla," he says.- ·2 päivää sittenDanske Bank initiates coverage of Orkla and sets the price target much higher than the rest of the analyst community. The big wild card is the candy venture in the USA.
·1 t sitten · MuokattuThis is obviously a 3-year analysis target. So that 160 then appears, as it is, meaningless since one-year analyses are the comparison standard. We read in Infront TDN (also on this page): "The brokerage firm believes today's pricing is attractive, with 21 percent total dividend yield in 2026--2028 and 11 percent annual EPS growth in the same period." If we calculate these figures, we are somewhat above consensus with kr 129 in one year. This is the EPS figures basis.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
42 päivää sitten
‧22 min
2,00 NOK/osake
Irtoamispäivä 24.4.
3,37%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenhttps://www.finansavisen.no/handel/2026/03/26/8339715/orkla-selger-virksomhet-begrenset-strategisk-match Orkla sells business – Limited strategic match After only a few years as sole owner, Orkla chooses to sell Nói-Síríus. – Limited strategic match, according to the company.
- ·7 t sittenSo, I've taken a small position in Orkla. Perhaps not the sexiest stock, but hopefully a bit more "safe" stock in these times? Dividend of 6kr, is positive :-)·3 t sittenRemember that part of the dividend is extraordinary, so don't expect this yield every year. Should they return to normal dividends without extra on top, the yield will be significantly lower.
- ·2 päivää sitten·1 päivä sittenCan you post what has been written?😊·8 t sittenPredicts stock market rally for Stein Erik Hagen Danske Bank initiates coverage of Orkla and sets the target price significantly higher than the rest of the analyst community. The big wild card is the candy venture in the USA. Category icon Industry Tomas Anderson Helgø Logo ORK · 118.60 0.00% Published March 24, 15:08 | Updated March 24, 20:19 Article lead NEW ANALYSIS: Analyst Tomas Helgø at Danske Bank sees significantly greater values in Orkla than the rest of the analyst community. Among brokerage firms, the sentiment is measured regarding Stein Erik Hagen-dominated Orkla. According to Bloomberg, eight out of ten brokerage firms have a hold recommendation, while the average target price is 122 kroner against the last closing price of 117.20 kroner. Tuesday morning, Danske Bank resumes coverage of Orkla with a buy recommendation and a target price of 160 kroner. This is clearly higher than the rest. – "We are 11 percent above consensus on earnings per share this year, and 25 percent above on 2028 estimates," says analyst Tomas Helgø. According to Helgø, two factors in particular underpin the high target price. The first is Orkla's strategic reorientation, which the bank believes is now starting to show effect. In 2023, Orkla presented a new direction for the group, with greater emphasis on autonomous portfolio companies, clearer lines of responsibility, and better capital allocation. – "The portfolio companies have become much more autonomous, with their own boards and a greater degree of independent decision-making. We believe this will lead to higher volume growth over time, and that capital will be allocated more to where the growth potential is greatest," says Helgø. He believes that responsibility is being moved closer to the individual subsidiaries, and that this can both lead to faster decisions and make it easier to attract skilled leaders. – "Over time, this can lead to volume growth driven more by market shares than by price increases," says the analyst. The second major driver is Orkla Snacks, where Danske Bank is clearly above consensus. Helgø particularly highlights the candy brand BUBS, which Orkla acquired in 2022. BUBS was rolled out in the USA from August 2025 at chains such as Target, Walmart, Kroger, Albertsons, CVS, and Walgreens. – "We received indications of quite strong growth in the fourth quarter, and on the volume side in Orkla Snacks, it appears that much is due to volume growth in the USA," says Helgø. He estimates that this corresponds to approximately 250 million kroner in revenue increase from the USA in one quarter alone. – "When you then look at comparable products that have been successfully rolled out in the USA in recent years, you see that growth often continues for a couple of years before it flattens out more. Therefore, we believe this can last for a while." In the analysis, Danske Bank writes that BUBS can deliver more than 1 billion kroner in revenue in the USA alone by 2027. Helgø simultaneously points to further upside potential. – "If we get a little more momentum on it, we see a potential for BUBS to grow to over 2 billion kroner from 2028 onwards. This comes on top of the existing products in Orkla Snacks, which are also growing," says Helgø, and continues: – "The cocoa price has plummeted since the same month last year, making it easier to maintain good and healthy volume growth, while margins become stronger." Places high value on Jotun Det tredje hovedpoenget i analysen er Jotun, hvor Orkla eier 42,7 prosent. Jotun omsatte for 34,3 milliarder kroner og leverte et driftsresultat på 7,1 milliarder kroner i 2025. In Danske Bank's valuation, the stake is worth 62.3 billion kroner, equivalent to 63.2 kroner per Orkla share. On a 100-percent basis, Jotun is valued at 146 billion kroner. – "The share of Orkla's earnings coming from Jotun has grown larger and larger in recent years. It has gone from around 10 to 20 percent of the bottom line, to now 31 percent in 2025. I think that's a very strong sign, because it makes earnings more robust. And the willingness to pay for that type of earnings also becomes higher, in my opinion," says Helgø. Read also Analyst believes Jotun is worth over 100 billion: – "One of Norway's best companies" Jotun's valuation is up nearly 200 percent in just under four years, according to Kepler Cheuvreux. – "The company is not for sale," says chairman Odd Gleditsch d.y. Towards 2030, he expects Jotun's share of earnings to continue to grow, as the paint company delivers high organic growth. – "Jotun has up to 10 percent organic growth. It is a company that has had that type of growth for many years, and we expect it to continue in much the same vein." Helgø believes the market insufficiently prices in the increasing importance of Jotun in Orkla. – "When you see that Orkla trades at 16 times earnings for 2027, that is below the average of 17 times over the last 10 years. I think that's quite strange when Jotun has become an increasingly larger part of Orkla," he says.
- ·2 päivää sittenDanske Bank initiates coverage of Orkla and sets the price target much higher than the rest of the analyst community. The big wild card is the candy venture in the USA.·1 t sitten · MuokattuThis is obviously a 3-year analysis target. So that 160 then appears, as it is, meaningless since one-year analyses are the comparison standard. We read in Infront TDN (also on this page): "The brokerage firm believes today's pricing is attractive, with 21 percent total dividend yield in 2026--2028 and 11 percent annual EPS growth in the same period." If we calculate these figures, we are somewhat above consensus with kr 129 in one year. This is the EPS figures basis.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 26 | - | - | ||
| 3 | - | - | ||
| 24 | - | - | ||
| 163 | - | - | ||
| 200 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
42 päivää sitten
‧22 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2,00 NOK/osake
Irtoamispäivä 24.4.
3,37%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenhttps://www.finansavisen.no/handel/2026/03/26/8339715/orkla-selger-virksomhet-begrenset-strategisk-match Orkla sells business – Limited strategic match After only a few years as sole owner, Orkla chooses to sell Nói-Síríus. – Limited strategic match, according to the company.
- ·7 t sittenSo, I've taken a small position in Orkla. Perhaps not the sexiest stock, but hopefully a bit more "safe" stock in these times? Dividend of 6kr, is positive :-)·3 t sittenRemember that part of the dividend is extraordinary, so don't expect this yield every year. Should they return to normal dividends without extra on top, the yield will be significantly lower.
- ·2 päivää sitten·1 päivä sittenCan you post what has been written?😊·8 t sittenPredicts stock market rally for Stein Erik Hagen Danske Bank initiates coverage of Orkla and sets the target price significantly higher than the rest of the analyst community. The big wild card is the candy venture in the USA. Category icon Industry Tomas Anderson Helgø Logo ORK · 118.60 0.00% Published March 24, 15:08 | Updated March 24, 20:19 Article lead NEW ANALYSIS: Analyst Tomas Helgø at Danske Bank sees significantly greater values in Orkla than the rest of the analyst community. Among brokerage firms, the sentiment is measured regarding Stein Erik Hagen-dominated Orkla. According to Bloomberg, eight out of ten brokerage firms have a hold recommendation, while the average target price is 122 kroner against the last closing price of 117.20 kroner. Tuesday morning, Danske Bank resumes coverage of Orkla with a buy recommendation and a target price of 160 kroner. This is clearly higher than the rest. – "We are 11 percent above consensus on earnings per share this year, and 25 percent above on 2028 estimates," says analyst Tomas Helgø. According to Helgø, two factors in particular underpin the high target price. The first is Orkla's strategic reorientation, which the bank believes is now starting to show effect. In 2023, Orkla presented a new direction for the group, with greater emphasis on autonomous portfolio companies, clearer lines of responsibility, and better capital allocation. – "The portfolio companies have become much more autonomous, with their own boards and a greater degree of independent decision-making. We believe this will lead to higher volume growth over time, and that capital will be allocated more to where the growth potential is greatest," says Helgø. He believes that responsibility is being moved closer to the individual subsidiaries, and that this can both lead to faster decisions and make it easier to attract skilled leaders. – "Over time, this can lead to volume growth driven more by market shares than by price increases," says the analyst. The second major driver is Orkla Snacks, where Danske Bank is clearly above consensus. Helgø particularly highlights the candy brand BUBS, which Orkla acquired in 2022. BUBS was rolled out in the USA from August 2025 at chains such as Target, Walmart, Kroger, Albertsons, CVS, and Walgreens. – "We received indications of quite strong growth in the fourth quarter, and on the volume side in Orkla Snacks, it appears that much is due to volume growth in the USA," says Helgø. He estimates that this corresponds to approximately 250 million kroner in revenue increase from the USA in one quarter alone. – "When you then look at comparable products that have been successfully rolled out in the USA in recent years, you see that growth often continues for a couple of years before it flattens out more. Therefore, we believe this can last for a while." In the analysis, Danske Bank writes that BUBS can deliver more than 1 billion kroner in revenue in the USA alone by 2027. Helgø simultaneously points to further upside potential. – "If we get a little more momentum on it, we see a potential for BUBS to grow to over 2 billion kroner from 2028 onwards. This comes on top of the existing products in Orkla Snacks, which are also growing," says Helgø, and continues: – "The cocoa price has plummeted since the same month last year, making it easier to maintain good and healthy volume growth, while margins become stronger." Places high value on Jotun Det tredje hovedpoenget i analysen er Jotun, hvor Orkla eier 42,7 prosent. Jotun omsatte for 34,3 milliarder kroner og leverte et driftsresultat på 7,1 milliarder kroner i 2025. In Danske Bank's valuation, the stake is worth 62.3 billion kroner, equivalent to 63.2 kroner per Orkla share. On a 100-percent basis, Jotun is valued at 146 billion kroner. – "The share of Orkla's earnings coming from Jotun has grown larger and larger in recent years. It has gone from around 10 to 20 percent of the bottom line, to now 31 percent in 2025. I think that's a very strong sign, because it makes earnings more robust. And the willingness to pay for that type of earnings also becomes higher, in my opinion," says Helgø. Read also Analyst believes Jotun is worth over 100 billion: – "One of Norway's best companies" Jotun's valuation is up nearly 200 percent in just under four years, according to Kepler Cheuvreux. – "The company is not for sale," says chairman Odd Gleditsch d.y. Towards 2030, he expects Jotun's share of earnings to continue to grow, as the paint company delivers high organic growth. – "Jotun has up to 10 percent organic growth. It is a company that has had that type of growth for many years, and we expect it to continue in much the same vein." Helgø believes the market insufficiently prices in the increasing importance of Jotun in Orkla. – "When you see that Orkla trades at 16 times earnings for 2027, that is below the average of 17 times over the last 10 years. I think that's quite strange when Jotun has become an increasingly larger part of Orkla," he says.
- ·2 päivää sittenDanske Bank initiates coverage of Orkla and sets the price target much higher than the rest of the analyst community. The big wild card is the candy venture in the USA.·1 t sitten · MuokattuThis is obviously a 3-year analysis target. So that 160 then appears, as it is, meaningless since one-year analyses are the comparison standard. We read in Infront TDN (also on this page): "The brokerage firm believes today's pricing is attractive, with 21 percent total dividend yield in 2026--2028 and 11 percent annual EPS growth in the same period." If we calculate these figures, we are somewhat above consensus with kr 129 in one year. This is the EPS figures basis.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 26 | - | - | ||
| 3 | - | - | ||
| 24 | - | - | ||
| 163 | - | - | ||
| 200 | - | - |
Välittäjätilasto
Dataa ei löytynyt