Norway's Aker Q4 NAV rises

Aker ASA

13/02/2026 06:08

Overview

Norway investment firm's Q4 NAV rose to NOK 67.3 bln

Company proposes NOK 29 per share dividend for fiscal year 2025

Company increased ownership in PPI and sold SalMar shares

Outlook

Aker proposes NOK 29 per share cash dividend for fiscal year 2025

Company plans additional cash dividend authorization in second half of 2026

Result Drivers

PORTFOLIO DIVERSIFICATION - Aker focused on a more diversified portfolio, increasing ownership in Nscale and PPI, and selling shares in SalMar

AI AND COMPUTE GROWTH - Progress in AI and compute through Cognite and Nscale cited as new sources of value

STRATEGIC INVESTMENTS - Obtained 9.3% ownership in Nscale and increased ownership to 33.9% in PPI

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Asset Value
NOK 67.30 bln
Q4 Net Asset Value Per Share
NOK 905


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the oil & gas exploration and production peer group is "buy"

Wall Street's median 12-month price target for Aker ASA is NOK865.00, about 4.9% below its February 12 closing price of NOK910.00

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nMFN8SymPh

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)