Ahead of Taaleri's Q3 2026 results on 28 October, we make minor negative estimate changes. For the current year, our estimates changes mainly reflect exit-related costs within Private Asset Management, while our 2028 estimate changes reflect long-term performance fee assumptions. For Q3, we highlight a tough group comparison figure; however, we expect continuing earnings of EUR 10.4m, resulting in 3% growth y/y, which we highlight as the key underlying performance metric. Following our estimate changes, we derive an unchanged SOTP-based fair value range of EUR 8.4-9.4 per share.
LÄS MER
