Stora Enso Corp Stock Price, News & Analysis

Stora Enso (NASDAQ:SEOAY) convenes its Annual General Meeting on 24 March 2026 at Finlandia Hall, Helsinki. Key items include a proposed dividend of EUR 0.25 per share paid in two instalments, authorisations to repurchase and issue up to 2,000,000 R shares, board elections, and auditor and remuneration proposals.

Documents and reports will be available on the company website from 12 February 2026; the AGM language is Finnish with simultaneous English translation.

Stora Enso (OTC:SEOAY) reported 2025 sales of EUR 9,326m and adjusted EBIT of EUR 528m. Q4 sales were EUR 2,254m and adjusted EBIT EUR 100m, with a Q4 EBIT headwind of EUR 31m from the Oulu ramp-up. The company completed a EUR 900m forest asset divestment and plans a Swedish forest demerger in H1 2027.

Stora Enso (OTC:SEOAY) Shareholders' Nomination Board proposed an eight-member Board for the AGM on 24 March 2026. It recommends re-electing Håkan Buskhe, Helena Hedblom, Astrid Hermann, Christiane Kuehne, Richard Nilsson, Elena Scaltritti and Antti Vasara, and electing Jouko Karvinen as a new member. The Board proposes Håkan Buskhe as Chair and Jouko Karvinen as Vice Chair. Two current directors, Kari Jordan and Reima Rytsölä, are not available for re-election. Annual Board fees are maintained at 2025 levels and paid 40% in Stora Enso R shares and 60% in cash.

Stora Enso (OTC:SEOAY) will adopt a new financial reporting structure effective 1 January 2026, reorganising units into Consumer Packaging, Integrated Packaging, Biomaterials and Other. The company will publish restated comparative figures in Q1 2026.

New group targets over the business cycle include adjusted EBIT margin >10%, revenue growth >4%, payout ratio >50%, and a temporary allowance to increase net debt/adjusted EBITDA up to 2.0x for strategic investments. A Capital Markets Day webcast is scheduled on 25 November 2025 with a roadmap to achieve these targets.

Stora Enso (OTC:SEOAY) has launched a strategic review of its Central European sawmills and building solutions operations, to be carried out in 2026. The review covers one Wood Products business unit: seven sawmills in Austria, Czechia, Poland and Lithuania, three CLT mills, wood procurement, and international sales and distribution.

The seven sawmills have ~3 million m³ annual capacity and represent ~50% of the Wood Products segment's sales. Management said the business is strong in its market but lacks strategic or operational synergies with Stora Enso's core renewable packaging operations. An update is planned in 2026; operations continue while any changes remain subject to co-determination and local legal procedures.

Stora Enso (OTC:SEOAY) will prepare a statutory partial cross-border demerger to separate its Swedish forest assets into a new publicly listed company, targeting completion in H1 2027. The New Company would own >1.2 million hectares of Swedish forest with a fair value of ~EUR 5.7 billion (30 Sep 2025) and is intended to list on Nasdaq Stockholm and Nasdaq Helsinki. Stora Enso sold ~175,000 ha earlier in 2025 for an enterprise value of EUR 900 million. Major shareholders holding ~21% of shares and ~55% voting rights support the plan. An 18-year wood supply agreement is intended with ~9% of Stora Enso's Nordic wood supply initially committed.

Stora Enso (OTC: SEOAY) reported Q3 2025 results on 23 October 2025 showing sales EUR 2,283m (+1% YoY) and adjusted EBIT EUR 126m (-28% YoY), with an adjusted EBIT margin of 5.5%. Operating result (IFRS) was EUR 231m including items affecting comparability of EUR 117m. Q1–Q3 2025 sales were EUR 7,072m and adjusted EBIT EUR 427m. Cash flow from operations YTD was EUR 560m and net debt/adjusted EBITDA improved to 2.7.

Key actions: completion of a SEK 9.8bn (≈EUR 900m) divestment of ~175,000 ha Swedish forest (12.4%); ongoing strategic review of remaining Swedish forest assets; ramp-up of a EUR 1bn consumer board line in Oulu with a Q3 ramp cost of EUR 45m and an updated full-year ramp impact of EUR -120–140m.

Stora Enso (OTC:SEOAY) has announced the composition of its Shareholders' Nomination Board, which will continue to operate until further notice. The board includes four key members: Kari Jordan (Chair of Stora Enso's Board), Håkan Buskhe (Vice Chair), Jouko Karvinen (representing Solidium Oy), and Marcus Wallenberg (representing FAM AB), with Wallenberg elected as the Nomination Board's Chair.

The Nomination Board, representing Stora Enso's two largest shareholders as of August 31, 2025 - Solidium Oy and FAM AB - is responsible for preparing proposals for the Annual General Meeting regarding Board member election, remuneration, and appointments of the Chair and Vice Chair positions.

Stora Enso (OTC:SEOAY) reported Q2 2025 results showing mixed performance amid challenging market conditions. Sales increased 5.4% to EUR 2,426 million, while adjusted EBIT decreased 17.8% to EUR 126 million. The company's adjusted EBIT margin declined to 5.2% from 6.7% year-over-year.

Key developments include an agreement to divest 175,000 hectares of Swedish forest land for EUR 900 million, representing 12.4% of holdings, while retaining 15% ownership. The company also initiated a strategic review of remaining Swedish forest assets, considering potential separation and public listing.

The ongoing ramp-up of the new consumer board line at Oulu had a negative EUR 50 million impact on Q2 results. Management expects continued market volatility and subdued demand through 2025, with full-year impact from the Oulu ramp-up estimated around or above EUR 100 million.