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: Michael Sanderson
Phone: +44 (0) 203 134 2487
Email: michael.sanderson@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
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
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
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 | Q2 2026 | FY 2026 | FY 2027 | FY 2028 |
| Net commission income | 825 | 3,474 | 3,814 | 4,251 |
| Net interest income | 648 | 2,560 | 2,796 | 3,029 |
| Net financial transactions | (2) | (7) | (8) | (7) |
| Other income | 12 | 37 | 49 | 59 |
| Adjusted total income | 1,485 | 6,106 | 6,781 | 7,475 |
| Adjusted operating expenses | (439) | (1,790) | (1,957) | (2,103) |
| Adjusted operating profit | 1,038 | 4,293 | 4,789 | 5,346 |
| Statutory operating profit | 1,038 | 4,293 | 4,789 | 5,346 |
| Statutory net profit | 843 | 3,469 | 3,874 | 4,317 |
| Earnings per share before dilution (SEK) | 3.32 | 13.76 | 15.40 | 17.31 |
| Adjusted earnings per share before dilution (SEK) | 3.33 | 13.72 | 15.43 | 17.32 |
| Dividend per share (SEK) | 9.64 | 10.81 | 12.17 | |
| Return on equity (%) | 43.0% | 44.5% | 42.8% |
The numbers in the table are the median values of the analysts’ estimates
Date: 2026-05-11
Contributors: ABG, Autonomous, Berenberg, Bank of America, Citi, Danske Bank, DNB Carnegie, Goldman Sachs, Handelsbanken, JPM, Pareto, SB1, SEB, UBS