Conservative Strategy and Strong Dividend Policy Bolster Buy Rating for Kuehne + Nagel

Kuehne + Nagel International AG (KNIN – Research Report), the Industrials sector company, was revisited by a Wall Street analyst today. Analyst Johannes Braun from Stifel Nicolaus maintained a Buy rating on the stock and has a CHF290.00 price target.

Johannes Braun has given his Buy rating due to a combination of factors that highlight Kuehne + Nagel International AG’s potential for growth and stability. The company has revised its targets, moving away from overly ambitious goals and focusing on more realistic objectives, such as a stable conversion rate in its Air & Sea segment and maintaining a robust dividend payout policy of 80%. This shift in strategy is seen as a positive development, indicating a more conservative and achievable approach to future performance.
Furthermore, the company’s 2025 EBIT guidance, although slightly below expectations, is viewed as deliberately conservative, suggesting potential upside. The focus on cash conversion returning to normal levels and the commitment to an attractive dividend payout ratio further reinforce the company’s financial health and shareholder value proposition. These strategic adjustments and financial metrics contribute to Braun’s optimistic outlook on the stock, supporting his Buy recommendation.

According to TipRanks, Braun is ranked #7682 out of 9386 analysts.

In another report released on March 14, Kepler Capital also upgraded the stock to a Buy with a CHF250.00 price target.