Analysts & Consensus
Analysts
ABG Sundal Collier: Patrik Brattelius
Phone: +46 856 628 664
Email: patrik.brattelius@abgsc.se
Bank of America: Christiane Holstein
Phone: +44 (0) 207 996 1011
Email: christiane.holstein@bofa.com
Barclays: Grace Dargan
Phone: +44 (0) 203 555 4065
Email: grace.dargan@barclays.com
Berenberg: Christoph Greulich
Phone: +44 (0) 782 791 0354
Email: christoph.greulich@berenberg.com
Bernstein Autonomous: Ian White
Phone: +44 (0) 207 776 3446
Email: iwhite@autonomous.com
BNP Paribas Exane: Nicolas Vaysselier
Phone: +44 203 430 8600
Email: nicolas.vaysselier@uk.bnpparibas.com
Citi: Andrew Lowe
Phone: +44 (0) 207 986 4042
Email: andrew.lowe@citi.com
Danske Bank: Kristin Dahlberg
Phone: +46 856 880 568
Email: kristin.dahlberg@danskebank.se
Deutsche Bank: Miriam Killian
Phone: +49 699 106 2169
Email: miriam.killian@db.come
DNB Carnegie: Ermin Keric
Phone: +46 858 868 548
Email: ermin.keric@carnegie.se
Goldman Sachs: Oliver Carruthers
Phone: +44 (20) 755 293 64
Email: oliver.carruthers@gs.com
Handelsbanken: Martin Ekstedt
Phone: +46 722 218 625
Email: martin.ekstedt@handelsbanken.se
Jefferies: Julian Roberts
Phone: +44 207 548 5316
Email: jroberts1@jefferies.com
JP Morgan: Enrico Bolzoni
Phone: +44 789 704 9857
Email: enrico.bolzoni@jpmorgan.com
KBW: Alexander Bowers
Phone: +44 207 710 7462
Email: alex.bowers@kbw.com
Nordea: Emre Ünlü Prinzell
Phone: +46 101 571 433
Email: emre.unlu.prinzell@nordea.com
Pareto Securities: Filip Henriksson
Phone: +46 840 252 84
Email: filip.henriksson@paretosec.com
SB1: Phillip Moe Mølmen
Phone: +46 768 649 637
Email: phillip.molmen@sb1markets.com
SEB: Jacob Hesslevik
Phone: +46 704 622 237
Email: jacob.hesslevik@seb.se
UBS: Haley Tam
Phone: +44 207 567 6176
Email: haley.tam@ubs.com
Consensus estimates
Our latest consensus is available to download here.
| SEK million | Q3 2026 | FY 2026 | FY 2027 | FY 2028 |
| Net commission income | 875 | 3,636 | 4,010 | 4,376 |
| Net interest income | 688 | 2,656 | 3,096 | 3,357 |
| Net financial transactions | (2) | (6) | (6) | (7) |
| Other income | 9 | 52 | 46 | 49 |
| Adjusted total income | 1,566 | 6,330 | 7,116 | 7,799 |
| Adjusted operating expenses | (446) | (1,793) | (1,960) | (2,104) |
| Adjusted operating profit | 1,117 | 4,515 | 5,123 | 5,636 |
| Statutory operating profit | 1,117 | 4,515 | 5,123 | 5,636 |
| Statutory net profit | 902 | 3,643 | 4,137 | 4,551 |
| Earnings per share before dilution (SEK) | 3.57 | 14.47 | 16.49 | 18.23 |
| Adjusted earnings per share before dilution (SEK) | 3.58 | 14.51 | 16.54 | 18.25 |
| Dividend per share (SEK) | 10.21 | 11.76 | 12.97 | |
| Return on equity (%) | 43.8% | 44.9% | 43.5% |
The numbers in the table are the median values of the analysts’ estimates
Date: 2026-10-12
Contributors: ABG, Autonomous, Bank of America, Barclays, Berenberg, Citi, DNB Carnegie, Goldman Sachs, Nordea, Pareto, SB1, SEB, SHB, UBS