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Essity AB
(ESSITY.B)
Essity AB (ESSITY.B) vs. iShares MSCI Sweden ETF (EWD)
Essity AB Business Overview & Revenue Model
Essity AB Earnings Call Summary
Essity AB Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 138.49B | 145.55B | 147.15B | 156.17B | 121.87B |
| Gross Profit | 46.12B | 47.13B | 45.13B | 37.23B | 35.09B |
| EBITDA | 25.74B | 26.14B | 20.90B | 15.44B | 20.45B |
| Net Income | 12.66B | 20.89B | 9.55B | 5.57B | 8.62B |
Balance Sheet | |||||
| Total Assets | 167.12B | 185.28B | 202.99B | 210.60B | 175.05B |
| Cash, Cash Equivalents and Short-Term Investments | 9.75B | 15.62B | 5.19B | 4.50B | 4.09B |
| Total Debt | 38.63B | 43.78B | 60.98B | 71.52B | 56.83B |
| Total Liabilities | 81.08B | 96.54B | 123.59B | 134.04B | 106.54B |
| Stockholders Equity | 85.63B | 88.31B | 70.85B | 67.35B | 59.87B |
Cash Flow | |||||
| Free Cash Flow | 8.37B | 9.40B | 14.68B | 5.92B | 7.31B |
| Operating Cash Flow | 15.46B | 16.80B | 21.57B | 12.87B | 14.67B |
| Investing Cash Flow | -3.22B | 9.41B | -7.11B | -14.50B | -12.13B |
| Financing Cash Flow | -14.40B | -22.34B | -11.55B | 1.81B | -3.81B |
Essity AB Technical Analysis
Essity AB Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | kr5.53B | 17.51 | 51.65% | 2.54% | 48.79% | 38.02% | |
67 Neutral | kr186.20B | 14.44 | 14.26% | 3.13% | -1.91% | -40.37% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
62 Neutral | kr4.49B | 15.85 | 9.65% | 4.83% | 3.79% | 39.15% | |
47 Neutral | kr113.54M | 22.14 | 5.40% | ― | 8.54% | -4.76% | |
42 Neutral | kr14.53M | -0.73 | -354.88% | ― | -15.74% | 44.98% |
Essity AB Corporate Events
Essity has continued to execute on its SEK 3bn share buyback program, repurchasing 63,292 Class B shares on Nasdaq Stockholm during week eight of 2026 for a total consideration of about SEK 18m. The purchases, carried out by BofA Securities Europe on Essity’s behalf, were financed from operating cash flow after dividends and form part of the company’s ambition to make buybacks a recurring element of its capital allocation strategy.
Since the start of the program in April 2025, Essity has bought back more than 10.4 million Class B shares for roughly SEK 2.7bn, increasing its treasury stock to 11.2 million Class B shares as of February 20, 2026. With a total share count of just over 693 million, the ongoing buybacks are expected to support capital efficiency and may enhance value for existing shareholders by gradually reducing the float of Essity’s Class B shares.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK314.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has convened its 2026 Annual General Meeting for 26 March at the Stockholm Waterfront Congress Centre, offering shareholders the option to participate in person, by proxy, or through advance postal voting. To exercise their voting rights, shareholders must be registered with Euroclear Sweden AB by 18 March 2026 and must either notify the company of in-person or proxy attendance or submit a valid advance voting form by 20 March 2026.
The company sets out detailed procedures for nominee-registered shareholders to obtain temporary voting rights registration, as well as documentation requirements for proxies and legal entities. By formalizing multiple participation channels and emphasizing deadlines and documentation, Essity aims to facilitate broad shareholder engagement and ensure orderly governance at its 2026 AGM.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK311.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity will host a Capital Markets Day on May 7, 2026, at its Gothenburg office, where President and CEO Ulrika Kolsrud and the executive team will outline the company’s strategy for profitable growth and detail value-creation initiatives across its business areas in relation to financial targets. The event, aimed primarily at institutional investors, analysts and media, includes presentations, an R&D tour, innovation demonstrations, optional visits to low‑carbon tissue and incontinence product facilities in western Sweden, and will be livestreamed and available on demand, underscoring Essity’s focus on innovation, sustainability and operational efficiency.
The program features a guided tour of Essity’s Gothenburg R&D operations, showcasing innovations across its product categories and providing multiple opportunities for questions and discussion. In the afternoon, participants may visit either the Lilla Edet tissue mill, highlighted as the world’s first large-scale tissue facility with production free from fossil CO₂ emissions, or the Falkenberg site, an innovation-driven plant for incontinence products and baby diapers that plays a key role in Essity’s European supply chain.
By opening its production sites and R&D centers to the financial community, Essity aims to demonstrate the practical execution of its growth and sustainability strategies while reinforcing transparency with capital markets stakeholders. The focus on fossil-free production at Lilla Edet and agile, innovation-centered manufacturing at Falkenberg is likely to bolster the company’s positioning as a sustainability leader in hygiene and health and may support investor confidence in its ability to meet long-term financial and environmental objectives.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK314.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued executing its SEK 3bn share buyback program, repurchasing 65,565 Class B shares on Nasdaq Stockholm during the week of February 9–13, 2026, at a weighted average price of SEK 279.44 per share. These transactions, carried out by BofA Securities Europe on Essity’s behalf and financed from post‑dividend operating cash flow, signal the company’s intent to make buybacks a recurring element of capital allocation.
Following these purchases, Essity’s treasury stock rose to 11,174,883 Class B shares out of a total 693,054,489 shares outstanding, while cumulative repurchases under the program reached 10,392,383 shares for roughly SEK 2.69bn. The ongoing reduction in free‑float equity may support earnings per share and underscores management’s confidence in Essity’s financial position, with potential implications for shareholder returns and market valuation.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK314.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued to execute on its capital allocation strategy by repurchasing 69,537 Class B shares during the week of February 2–6, 2026, as part of its previously announced SEK 3bn share buyback program. The transactions, carried out on Nasdaq Stockholm by BofA Securities Europe SA and financed from post‑dividend operating cash flow, lift the company’s treasury holding to 11.1 million Class B shares out of a total 693.1 million shares, underscoring management’s commitment to ongoing share buybacks as a recurring tool for returning capital to shareholders.
By steadily acquiring shares at a weighted average price of about SEK 270 during the period, Essity has brought total repurchases under the program to more than 10.3 million Class B shares at a cost of roughly SEK 2.67bn. The gradual build‑up of treasury stock may support earnings per share and capital structure optimization ahead of the 2026 annual meeting, signalling confidence in the company’s long‑term prospects and potentially enhancing value for existing investors.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has completed its USD 340m acquisition of Edgewell Personal Care’s feminine care business, securing the Carefree, Stayfree and o.b. brands in North America along with global feminine care rights to the Playtex brand, plus a production facility in Dover, Delaware. The deal, which will be consolidated into Essity’s accounts from 2 February 2026, significantly expands the company’s portfolio of liners, pads and tampons in the US, Canada and the Caribbean and aligns with its strategy to concentrate on high-margin categories and strengthen its position in the US, the world’s largest hygiene market, reinforcing its fast-growing feminine care franchise that already includes brands such as Libresse, Bodyform, Nana, Saba, Libra, Nosotras, Knix and Modibodi.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued executing its SEK 3bn share buyback program, repurchasing 170,916 Class B shares on Nasdaq Stockholm between January 26 and 30, 2026, for a total of about SEK 43.8m at an average price of SEK 256.41 per share. The purchases, carried out by BofA Securities Europe on Essity’s behalf and financed with cash flow from ongoing operations after the ordinary dividend, lift the company’s treasury stock to 11,039,781 Class B shares out of 693,054,489 total shares, underscoring Essity’s intention to make buybacks a recurring component of its capital allocation strategy and potentially enhancing shareholder value by reducing the free float over time.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has disclosed a change in its share capital structure following the conversion of 1,000,000 Class A shares into Class B shares at the request of shareholders, a move that reduces the total number of votes in the company. After the conversion, Essity’s total number of votes is 1,207,860,411, while the total number of registered shares remains 693,054,489, now comprising 57,200,658 Class A shares and 635,853,831 Class B shares, a shift that slightly dilutes voting concentration among high-vote shares but leaves overall share count unchanged.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK270.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has secured a seven-year EUR 400 million loan from the European Investment Bank on favorable terms to finance research, development and innovation across all its business areas. The funding is aimed at strengthening Essity’s innovation capabilities, supporting value-enhancing upgrades and breakthrough product launches that combine sustainability and performance, reinforcing the company’s competitive position while contributing to Europe’s technological leadership in hygiene and health and advancing the green transition and circular economy objectives.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK270.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has repurchased 725,349 of its own Class B shares on Nasdaq Stockholm between January 19 and 23, 2026, as part of a SEK 3bn share buyback program running until the 2026 Annual General Meeting. The buybacks, executed by BofA Securities Europe SA and financed from operating cash flow after dividends, bring the total repurchased under the program to 10,086,365 shares and raise Essity’s treasury holding to 10,868,865 Class B shares, signaling a continued commitment to returning capital to shareholders and embedding buybacks as a recurring element of its capital allocation strategy.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK280.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has been named to environmental non-profit CDP’s prestigious A List for its performance and transparency on forests and received an A- rating for climate, placing it among the top 4% of more than 22,000 companies assessed globally. The recognition underscores Essity’s strategy to integrate sustainability across its value chain, including its commitment to net-zero emissions by 2050, a 35% value-chain emissions reduction target by 2030, and strict certification and third-party Chain of Custody sourcing for all fresh and recycled wood-based fibers, strengthening its position as a sustainability leader in the hygiene and health sector.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity ended 2025 with higher margins and profitability despite lower reported sales, as currency effects weighed on the top line but underlying demand and pricing remained resilient. In the fourth quarter, net sales fell 8.2% to SEK 34.7bn and organic sales declined 1.1%, yet EBITA excluding items affecting comparability rose 3% and the margin improved to 14.7%, driving an 11% increase in profit for the period. For the full year, net sales decreased 4.8% to SEK 138.5bn, although net sales excluding currency translation effects increased and organic sales grew 0.9%, while EBITA was broadly flat and margins edged higher. Return on capital employed strengthened and earnings per share from continuing operations increased, and the board proposed a 6% dividend hike, signalling confidence in cash generation and balance sheet strength despite a sharp year-on-year decline in profit for total operations due to non-recurring effects in the prior year.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has scheduled a Capital Markets Day for May 7, 2026, at its Gothenburg office, aimed at giving institutional investors, analysts and media a detailed update on its strategy and progress. President and CEO Ulrika Kolsrud and the executive management team will outline plans to drive profitable volume growth and accelerate the achievement of the company’s financial targets, with presentations available both on-site and online and optional visits to regional R&D and production facilities, underscoring Essity’s efforts to strengthen transparency and reinforce its positioning in the hygiene and health sector.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued to execute its ongoing share buyback program, repurchasing 66,186 Class B shares on Nasdaq Stockholm between 12 and 16 January 2026 for a total of about SEK 17.7m at an average price of SEK 267.31 per share. The purchases, conducted by BofA Securities Europe on Essity’s behalf and financed from operating cash flow after ordinary dividends, form part of a SEK 3bn buyback mandate running until the 2026 AGM, and lift the company’s treasury holding to 10,143,516 Class B shares out of a total 693,054,489 shares outstanding, underscoring its commitment to using recurring buybacks as a core element of capital allocation and potentially enhancing long-term shareholder value.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued executing its previously announced SEK 3bn share buyback program, repurchasing 57,798 Class B shares on Nasdaq Stockholm during the week of January 5–9, 2026, at a total transaction value of about SEK 15.1m. The buybacks, carried out by BofA Securities Europe SA and financed from operating cash flow after ordinary dividends, bring the total number of Class B shares repurchased under the program to 9,294,830 and increase Essity’s treasury holding to 10,077,330 Class B shares out of 693,054,489 shares outstanding, underscoring the company’s intention to make share repurchases a recurring element of its capital allocation strategy.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK274.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has closed a legal dispute in the English courts after funds that had challenged the company over bond loans maturing in 2029, 2030 and 2031 chose to discontinue their lawsuit. The parties reached an agreement confirming that neither side has claims against the other arising from Essity’s sale of its shares in Vinda, and Essity emphasizes that it has not paid or otherwise compensated the funds and continues to view the action as unfounded, removing a potential legal overhang for bond investors and shareholders.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK290.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued to execute its previously announced SEK 3 billion share buyback program, repurchasing 42,073 Class B shares on Nasdaq Stockholm between December 29, 2025 and January 2, 2026, at a weighted average price of SEK 263.67 and a total value of about SEK 11.1 million. The program, financed from post-dividend operating cash flow and intended as a recurring component of Essity’s capital allocation, has so far resulted in 9.24 million Class B shares being bought back, bringing the company’s treasury holding to just over 10 million Class B shares out of a total 693 million shares outstanding, a move that underscores Essity’s continued focus on shareholder returns and balance sheet discipline.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK253.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has disclosed a change in its share structure following the conversion of 146,000 Class A shares into Class B shares at the request of shareholders. The move, which reduces the company’s total voting rights to 1,216,860,411 while keeping the overall number of registered shares unchanged at 693,054,489, reflects ongoing shareholder use of the company’s share-class conversion mechanism and marginally dilutes concentrated voting power among Class A holders, potentially supporting a broader base of investor influence over time.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK253.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued execution of its SEK 3bn share buyback program, repurchasing 29,421 Class B shares on Nasdaq Stockholm during week 52 of 2025 at a total transaction value of about SEK 7.7m. The purchases, carried out by BofA Securities Europe SA and financed from operational cash flow after dividends, increase the company’s treasury stock of Class B shares to 9,977,459, signalling an ongoing commitment to shareholder returns and embedding share repurchases as a recurring element of Essity’s capital allocation strategy.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK253.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has continued executing its SEK 3bn share buyback program, repurchasing 73,113 Class B shares on Nasdaq Stockholm during the week of December 15–19, 2025, at a total value of about SEK 19.4m and an average price of SEK 265.33 per share. The program, financed from operating cash flow after dividends and conducted under EU market regulations, has so far resulted in the buyback of more than 9.16 million Class B shares, bringing Essity’s treasury holding to 9.95 million Class B shares out of a total 693 million outstanding, underscoring the company’s commitment to ongoing shareholder returns as a recurring element of its capital allocation strategy.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Hold with a SEK253.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity announced it will release its Q4 and full-year 2025 financial report on January 22, 2026. The report will be presented by President and CEO Ulrika Kolsrud and CFO Fredrik Rystedt via a live webcast and teleconference, providing stakeholders with insights into the company’s financial performance.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK291.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity announced the repurchase of 156,888 Class B shares as part of its SEK 3 billion buyback program, which runs until the 2026 Annual General Meeting. The buyback is financed by cash flow from operations and aims to be a recurring element of Essity’s capital allocation strategy, potentially impacting shareholder value and market perception.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK291.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has appointed Ilham Smaali as the new Chief Supply Chain Officer, effective December 31, 2025. This appointment is part of Essity’s strategy to enhance its supply chain operations through a newly established function, Supply Chain Enablement, aimed at achieving economies of scale and standardizing processes. Smaali, who has been with Essity since 2023, brings extensive experience from her previous roles at Estée Lauder, Nike, and Procter & Gamble.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK291.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity has repurchased 190,572 Class B shares as part of its SEK 3bn buyback program, which is set to continue until the 2026 Annual General Meeting. This move, financed by cash flow from operations, aims to make share buybacks a recurring element of Essity’s capital allocation strategy, potentially impacting shareholder value positively.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK291.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity AB announced a reorganization of its business areas effective January 1, 2026, to enhance growth and achieve financial targets more swiftly. The new structure will consist of Health & Medical, Personal Care, Consumer Tissue, and Professional Hygiene, replacing the previous categories. This strategic change is expected to streamline operations and improve market focus, potentially impacting stakeholders positively by aligning the company’s offerings with market demands.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK291.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.
Essity AB announced the repurchase of 186,672 Class B shares as part of its SEK 3 billion buyback program, which is set to continue until the 2026 Annual General Meeting. This strategic move, financed by cash flow from current operations, aims to make share buybacks a recurring element of Essity’s capital allocation strategy, potentially enhancing shareholder value and market positioning.
The most recent analyst rating on ($SE:ESSITY.B) stock is a Buy with a SEK291.00 price target. To see the full list of analyst forecasts on Essity AB stock, see the SE:ESSITY.B Stock Forecast page.