Bernstein keeps EUR 74.96 target for Henkel stock

Published on 10/26/2026 at 09:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bernstein keeps its Market-Perform view on Henkel stock after an October 9 note. Henkel stock costs EUR 78.53 on October 26, 2026, 0.22 percent below the Xetra close.

Henkel growth and valuation

Stahl became part of Henkel on October 1, 2026, with fiscal year 2025 adjusted sales of EUR 725 million.
Henkel raised first-half 2026 organic sales growth to 3.20 percent and reported EUR 10.30 billion in revenue.
Henkel stock trades at EUR 78.53 at 9:47 a.m. CET at Lang & Schwarz on October 26, 2026, 0.22 percent below the Xetra close of October 23, 2026.
Bernstein Research kept a Market-Perform rating and a EUR 74.96 target on October 9, 2026.
Henkel is scheduled to release third-quarter 2026 results on November 10, 2026.

Bauhaus-Poster mit geometrischem Tropfen und Pinsel in Rot, Blau und Gelb, Schrift DÜSSELDORF und SINCE 1876 — Geometrisches Bauhaus-Poster im Stil der 1920er-Jahre mit einem stilisierten Tropfen, einem Pinsel und den Texten »DÜSSELDORF« und »SINCE 1876« in Primary Colors – spielt auf die Gründungsgeschichte der Henkel AG & Co. KGaA (ISIN DE0006048432) im Jahr 1876 in Düsseldorf an, Illustration mit AI erstellt.

Henkel stock (ISIN DE0006048432) was trading at EUR 78.53 at Lang & Schwarz on October 26, 2026 at 9:47 a.m. CET, 0.22 percent below the Xetra close of October 23, 2026 at EUR 78.70. Bernstein Research kept its Market-Perform rating and EUR 74.96 price target on October 9, 2026, according to FinanzNachrichten.

Stahl adds a new growth platform

Henkel completed its acquisition of specialty-coatings company Stahl on October 1, 2026. The transaction brought a business with fiscal year 2025 adjusted sales of EUR 725 million into Henkel, as the company said in its Henkel release. Stahl supplies specialty coatings for flexible materials across mobility, fashion, luxury and packaging markets.

Henkel had already reported first-half 2026 organic sales growth of 3.20 percent to EUR 10.30 billion. Adjusted operating profit reached EUR 1.62 billion and the adjusted operating margin was 15.70 percent, while the company lifted its 2026 organic sales-growth outlook to 1.50 percent to 3.50 percent, according to its investor-relations page.

What does the target mean for valuation?

Bernstein's EUR 74.96 target sits 4.76 percent below the Lang & Schwarz price. Its October 9 note cited saturation in several everyday-consumer-goods categories while identifying longevity-related products as a potential growth area. Goldman Sachs had earlier raised its target from EUR 75.00 to EUR 79.00 and upgraded Henkel from Sell to Neutral on October 6, 2026, according to FinanzNachrichten.

Three milestones define the picture

On August 6, 2026, Henkel reported EUR 10.30 billion in first-half sales and a 15.70 percent adjusted operating margin. On October 1, 2026, the company completed Stahl at fiscal year 2025 adjusted sales of EUR 725 million. On October 9, 2026, Bernstein kept its EUR 74.96 target and Market-Perform rating.

Dates ahead for Henkel

Henkel is scheduled to release third-quarter 2026 results on November 10, 2026, followed by a London roadshow on November 11, 2026, according to the company's events calendar.

Stock stays below the analyst target

Henkel's EUR 31.9 billion market capitalization and EUR 61.28 to EUR 84.20 52-week range frame a stock trading 6.72 percent below its yearly high. The upcoming third-quarter release will provide the next reported test of the upgraded sales outlook.

The stock was trading at EUR 78.53 at Lang & Schwarz on October 26, 2026 at 9:47 a.m. CET, 0.22 percent below the Xetra close of October 23, 2026 at EUR 78.70. The further course of trading is shown by the continuously updated real-time quote of Henkel stock.