Essity B stock trades at SEK 261.20 as tissue review unfolds

Published on 09/28/2026 at 10:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UBS cut its Essity target to SEK 235.00 on September 3, 2026. Q2 sales reached SEK 35.1 billion, with organic growth at 0.30 percent and adjusted EBITA margin at 13.40 percent.

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Essity B (SE0009922164) was trading at SEK 261.20 on Nasdaq Stockholm at 10:33 a.m. CEST on September 28, 2026, up 0.89 percent from the prior close of SEK 258.90. The stock is approaching a strategic test as Essity reviews options for its Consumer Tissue business, including a potential sale or separate listing.

Consumer Tissue review sets the tone

As Bloomberg reported on September 15, 2026, Essity is preparing a bidding process for the unit, which includes toilet paper, tissues and napkins. The business could be valued at EUR 2.5 billion to EUR 3.0 billion, while a sale or a Swedish listing remain under consideration.

The review matters because Consumer Tissue is a large part of Essity's portfolio. MarketScreener reported that Essity expects the strategic review to be completed in the first half of 2027.

Q2 growth remained limited

Essity reported SEK 35.1 billion in Q2 2026 net sales, with organic sales growth of 0.30 percent and volume growth of 1.40 percent, according to Investing.com. Adjusted EBITA reached SEK 4.7 billion, equal to an adjusted EBITA margin of 13.40 percent.

The comparison between volume and organic sales growth is important: volumes rose 1.40 percent, while organic sales advanced only 0.30 percent. That gap points to pricing and mix pressure, a concern that becomes more relevant as raw-material costs remain part of the investment debate.

UBS target falls to SEK 235.00

MarketScreener reported on September 3, 2026, that UBS downgraded Essity to Sell from Buy and reduced its price target to SEK 235.00 from SEK 280.00. The target is SEK 26.20 below the September 28, 2026 intraday price, putting the analyst view below the market quotation.

Essity's investor-relations page sets long-term targets of organic sales growth above 3.00 percent and an EBITA margin excluding items affecting comparability above 15.00 percent, making the current 13.40 percent adjusted EBITA margin a key operational benchmark.

Stock stays inside its yearly range

Essity B was trading at SEK 261.20 on September 28, 2026, with a market capitalization of SEK 177.0 billion and volume of 87,999 shares. Its 52-week range was SEK 239.40 to SEK 293.10, leaving the price below the yearly high while the strategic review and margin recovery remain central valuation questions.