Beiersdorf stock faces split analyst targets after Nivea slump
Published on 09/30/2026 at 15:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Beiersdorf stock (ISIN DE0005200000) was trading at EUR 78.23 at Lang & Schwarz on September 30, 2026, plus 0.70 percent versus the prior close of EUR 77.69. finanzen.ch reported on September 30, 2026, that Bernstein Research maintained an Outperform rating and a EUR 95.00 price target, putting the latest target range in sharp contrast with more cautious views.
Nivea sales fell 6.8 percent
Beiersdorf's first-half 2026 results show why the stock remains tied to the performance of its biggest consumer brands. According to Merca20 on September 7, 2026, Nivea and Labello sales reached EUR 2.703 billion in the first six months, down from EUR 2.921 billion a year earlier. Organic Nivea sales fell 6.8 percent, while the Consumer segment declined 4.0 percent organically to EUR 4.113 billion.
The group posted first-half sales of EUR 4.952 billion, compared with EUR 5.188 billion in the same period of 2025. Organic sales therefore fell 3.5 percent, while EBIT excluding special factors dropped from EUR 836 million to EUR 768 million and the adjusted EBIT margin eased from 16.1 percent to 15.5 percent, according to Merca20.
Analyst targets span EUR 70 to EUR 95
The estimates reflect different views on how quickly Beiersdorf can repair its core brand performance. finanzen.net reported on September 29, 2026, that Deutsche Bank Research kept a Sell rating and a EUR 70.00 target, while its analyst projected a 2.4 percent comparable-sales decline and an 11.9 percent margin for 2026.
Jefferies cut its target from EUR 76.00 to EUR 74.00 and retained Hold on September 28, 2026, according to finanzen.ch. The research cited inventory reductions in Western Europe, retail tensions and Nivea as key pressure points, while the dermatology business continued to perform well.
October 27 is the next checkpoint
The next quarterly results are scheduled for October 27, 2026, according to finanzen.ch. Beiersdorf was trading at EUR 78.23 at Lang & Schwarz on September 30, 2026, at 3:07 p.m. CEST, plus 0.70 percent versus the prior close of EUR 77.69.
Beiersdorf stock facts
- Company: Beiersdorf AG
- ISIN: DE0005200000
- WKN: 520000
- Ticker: BEI
- Primary exchange: Xetra
- Price Lang & Schwarz (as of September 30, 2026, 3:07 p.m. CEST): EUR 78.23
- Change versus prior close: plus 0.70 percent
- Prior close Lang & Schwarz (September 29, 2026): EUR 77.69
- Market capitalization: EUR 17.0 billion (as of September 30, 2026)
- 52-week range: EUR 67.08-110.20 (as of September 30, 2026)
- Sector / Industry: Consumer Staples / Personal Care Products
- Index membership: DAX
