ABG Sundal Collier raises SKF stock target to SEK 275.00

Published on 10/27/2026 at 17:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SKF posted a 16.30 percent adjusted margin in the third quarter of 2026. SKF stock costs EUR 24.89 on October 27, 2026 at 5:30 p.m. CEST.

Analyst target and dates

ABG Sundal Collier lifted its SKF target to SEK 275.00 from SEK 270.00 on October 21, 2026.
SKF's adjusted operating margin reached 16.30 percent in the third quarter of 2026, up from 15.40 percent.
SKF stock costs EUR 24.89 at Lang & Schwarz on October 27, 2026 at 5:30 p.m. CEST.
SKF Vertevo's Capital Markets Day is scheduled for November 17, 2026, ahead of the planned December 1 listing.

SKF, SE0000108227, Illustration mit AI erstellt.

On October 21, 2026, SKF stock (ISIN SE0000108227) received a higher target from ABG Sundal Collier, which lifted its view from SEK 270.00 to SEK 275.00 while reiterating a hold rating, according to MarketScreener. SKF stock was trading at EUR 24.89 at Lang & Schwarz on October 27, 2026 at 5:30 p.m. CEST.

Margin improved in the third quarter

SKF's latest operating figures provide the stronger fundamental counterweight to the target change. In the third quarter of 2026, net sales from continuing operations reached SEK 17.47 billion, compared with SEK 16.56 billion in the third quarter of 2025. Adjusted operating profit rose to SEK 2.85 billion from SEK 2.55 billion, while the adjusted operating margin increased to 16.30 percent from 15.40 percent.

The company also reported 4.30 percent organic growth in the third quarter, versus 3.70 percent a year earlier. Net cash flow from operating activities rose to SEK 2.08 billion from SEK 1.78 billion. These figures come from SKF's release dated October 21, 2026, published on its SKF investor site.

Stock stays near its yearly high

The Stockholm quotation places SKF at SEK 275.40 on October 27, 2026 at 6:29 p.m. CEST, after the Nasdaq Stockholm session. Its reported 52-week range was SEK 204.80 to SEK 282.00, putting the latest Stockholm price 2.34 percent below the high. Market capitalization stood at SEK 125.4 billion on the same date.

The euro quotation and the home-market quotation serve different investor perspectives. The analyst target of SEK 275.00 is 0.15 percent below the Stockholm price of SEK 275.40, leaving the target close to the latest traded level rather than signaling a wide valuation gap.

November and December bring milestones

SKF's planned separation of its automotive business adds two dates to the calendar. SKF Vertevo's Capital Markets Day is scheduled for November 17, 2026, and the planned listing of the automotive business on Nasdaq Stockholm is set for December 1, 2026, according to SKF's October 21 release. The company said its automotive business posted a 4.60 percent adjusted operating margin in the third quarter, while organic sales declined 4.00 percent.

For the industrial business, the release said SKF expects continuing-operations organic sales to strengthen in the fourth quarter of 2026 compared with the fourth quarter of 2025. It also reported that the company brought forward its annual savings target of SEK 2.00 billion by six months to mid-2027.

What the target says about valuation

ABG Sundal Collier's hold rating and SEK 275.00 target frame the shares as a near-term valuation question after the third-quarter margin improvement. The next data points are the November Capital Markets Day and the December separation milestone, when investors can assess the industrial and automotive businesses more independently.

Stock price and investor view

SKF combines higher third-quarter profitability with a target only 0.15 percent below the latest Stockholm quotation. The planned separation gives the November and December dates particular importance for the company's valuation narrative.

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