Handelsbanken raises target for Essity B stock from SEK 300 to SEK 305

Published on 10/26/2026 at 09:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Essity's third-quarter sales rose 4.10 percent to SEK 36.06 billion. Essity B stock costs EUR 24.66 on October 26, 2026, with a 13.10 percent margin.

Analyst target and quarterly pressure

Handelsbanken raised its Essity target from SEK 300.00 to SEK 305.00 on October 23, 2026.
Third-quarter sales reached SEK 36.06 billion, up 4.10 percent year over year.
Essity B stock trades at EUR 24.66 at 9:13 a.m. CET at Lang & Schwarz on October 26, 2026.
Essity's next earnings release is scheduled for January 20, 2027.

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Handelsbanken raised its price target for Essity B from SEK 300.00 to SEK 305.00 and reiterated its Buy rating on October 23, 2026, according to MarketScreener. The move followed Essity's third-quarter report and puts the analyst target above the latest Stockholm quotation.

Third-quarter margins under pressure

Essity reported third-quarter net sales of SEK 36.06 billion on October 22, 2026, up 4.10 percent from SEK 34.64 billion a year earlier. The adjusted EBITA margin excluding items affecting comparability fell to 13.10 percent from 14.60 percent, while operating cash flow increased to SEK 5.78 billion from SEK 5.32 billion, according to the company's Essity release.

The result was mixed beneath the headline growth. Organic sales declined 0.30 percent, and volume fell 0.10 percent, but adjusted EBITA of SEK 4.73 billion exceeded the consensus figure of SEK 4.47 billion. Investing.com reported that adjusted earnings were 7.00 percent above expectations, while three of four divisions posted weaker-than-expected volumes.

Three recent events and figures

On October 22, 2026, Essity reported SEK 36.06 billion in third-quarter sales and SEK 4.73 billion in adjusted EBITA. On October 23, 2026, Handelsbanken lifted its target from SEK 300.00 to SEK 305.00. On October 23, 2026, Pareto Securities cut its target from SEK 271.00 to SEK 270.00 and reiterated Hold, according to MarketScreener.

What dates matter next?

Essity's next earnings release is scheduled for January 20, 2027, according to the company's investor calendar. The Brazilian feminine-care acquisition announced with the third-quarter report is expected to close in the second quarter of 2027.

Stock trades during the session

On Nasdaq Stockholm, Essity B was last quoted at SEK 274.60 on October 26, 2026 at 9:18 a.m. CET, while its market capitalization was SEK 185.1 billion. The stock's 52-week range was SEK 239.40 to SEK 293.10. For investors, the central question is whether cash generation can offset the margin decline shown in the third quarter.

Essity B was trading at EUR 24.66 at Lang & Schwarz on October 26, 2026 at 9:13 a.m. CET. The further course of trading is shown by the continuously updated real-time quote of Essity B stock.