Nordea raises target for Essity B stock from SEK 300 to SEK 315

Published on 10/19/2026 at 10:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nordea lifted its target to SEK 315 on October 15, 2026. Essity B stock costs EUR 24.90 on October 19, 2026 at a SEK 186.1 billion market value.

Capital allocation and performance

Essity repurchased 423,823 Class B shares between October 5 and October 9, 2026.
Second-quarter 2026 revenue reached SEK 35.061 billion, up from SEK 33.177 billion in the first quarter.
Essity B stock trades at EUR 24.90 at 10:19 a.m. CEST at Lang & Schwarz on October 19, 2026.

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Essity B (ISIN SE0009922164) was trading at EUR 24.90 at Lang & Schwarz on October 19, 2026 at 10:19 a.m. CEST. Nordea raised its target for the stock from SEK 300 to SEK 315 on October 15, 2026, according to Placera. The target increase puts capital allocation and the coming quarterly report at the center of the investor debate.

Buybacks add a capital signal

Essity repurchased 397,967 Class B shares between September 14 and September 18, 2026, under its buyback program, according to Nasdaq. The company then repurchased 423,823 shares between October 5 and October 9, 2026, bringing total purchases under the program to 6,814,086 shares, Essity said in its October 12 release.

What does the target change mean?

Nordea's move from SEK 300 to SEK 315 represents a 5.00 percent increase in the target, while retaining its buy recommendation, Placera reported. A separate Barclays analysis cited by Placera projected third-quarter revenue of SEK 36.478 billion and adjusted EBITA of SEK 4.618 billion, versus consensus of SEK 4.414 billion.

Essity's second-quarter 2026 revenue was SEK 35.061 billion, compared with SEK 33.177 billion in the first quarter, an increase of 5.68 percent. Operating profit reached SEK 4.427 billion and net income was SEK 2.681 billion in the second quarter, while operating cash flow stood at SEK 3.073 billion.

Three dated steps toward results

The sequence is clear: Essity repurchased 397,967 shares on September 21, 2026, reported 423,823 additional purchases on October 12, 2026, and received Nordea's target increase on October 15, 2026. The next reporting date is October 22, 2026, when Essity will publish its third-quarter report at 7:00 a.m. CET and hold a presentation at 9:00 a.m. CET, according to Essity.

Stock price and market setting

At Lang & Schwarz, Essity B was trading at EUR 24.90 on October 19, 2026 at 10:19 a.m. CEST. On Nasdaq Stockholm, the stock was last at SEK 276.10 on October 19, 2026 at 10:28 a.m. CEST, with a market capitalization of SEK 186.1 billion and a 52-week range of SEK 239.40 to SEK 293.10.

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