In a report released today, Rogerio Fujimori from Stifel Nicolaus maintained a Hold rating on Henkel AG & Co. KGaA (0IZC – Research Report), with a price target of €88.00.
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Rogerio Fujimori has given his Hold rating due to a combination of factors impacting Henkel AG & Co. KGaA. The company’s recent financial results and guidance for 2025 led to a slight reduction in sales and EBIT forecasts, reflecting a cautious outlook. Despite a slow start to the year for its Consumer Brands division, there is an expectation for growth to be more pronounced in the second half of the year.
Henkel’s valuation appears attractive, trading at a relatively low price-to-earnings ratio, which may limit downside risk. However, challenges remain, particularly in North America, where cyclical factors are affecting performance. The Consumer Brands division, while showing potential for growth, still needs to demonstrate consistent top-line improvement. The company’s strategic initiatives, such as portfolio rationalization and supply chain synergies, are expected to support future performance, but the current uncertainties justify a Hold rating.
In another report released on March 18, RBC Capital also maintained a Hold rating on the stock with a €80.00 price target.