Quick Summary
- NIBE Industrier AB’s (BIT:1NIBE) one-year price target has been elevated to €4.29 per share, marking a significant 21.80% increase from the previous €3.52 estimate.
- This revised average target, compiled from multiple analyst projections, suggests a potential upside of 20.92% from the recent closing price of €3.55.
- Institutional holdings in NIBE Industrier AB have seen a slight decrease in the number of funds, but the average portfolio allocation has grown, indicating continued interest.
- Notable institutional investors like Vanguard Total International Stock Index Fund and Vanguard Developed Markets Index Fund Admiral Shares have reduced their stakes, while iShares funds and Fidelity International Index Fund have increased theirs.
Analyst Price Target Boost for NIBE Industrier AB
NIBE Industrier AB (BIT:1NIBE) has experienced a notable upward revision in its average one-year price target. Analysts have collectively set a new target of €4.29 per share, a significant increase of 21.80% from the prior estimate of €3.52, which was established on October 29, 2025. This consensus price target is an aggregation of various analyst forecasts, with individual expectations ranging from a low of €2.36 to a high of €6.70 per share.
📊 The updated average price target represents a potential upside of 20.92% when compared to the most recent reported closing price of €3.55 per share. This suggests a positive outlook from market analysts regarding the company’s future performance.
Fund Sentiment and Institutional Activity
An analysis of institutional investment reveals that 173 funds or institutions currently report positions in NIBE Industrier AB. This number has seen a slight decrease of 11 owners, or 5.98%, in the last quarter. Despite the reduction in the number of reporting institutions, the average portfolio weight allocated to 1NIBE by these funds has increased by 6.89% to 0.08%.
⚡ However, the total number of shares owned by institutions has seen a more substantial decrease, falling by 11.88% to 101,452K shares over the past three months. This indicates a shift in the size of institutional holdings alongside the change in the number of funds participating.
Shifting Holdings Among Key Shareholders
Institutional investors are adjusting their positions in NIBE Industrier AB. Vanguard Total International Stock Index Fund Investor Shares, a significant holder, has reduced its stake by 14.77%, selling 3,113K shares. The fund’s portfolio allocation to 1NIBE has consequently decreased by 12.35% in the last quarter.
📍 Similarly, Vanguard Developed Markets Index Fund Admiral Shares has also decreased its holdings, reporting a reduction of 14.73% or 1,927K shares. The allocation to 1NIBE within this fund’s portfolio saw a decline of 13.61% over the same period.
✅ In contrast, iShares Core MSCI EAFE ETF has increased its stake in NIBE Industrier AB by 2.26%, adding 226K shares. This move was accompanied by a 4.63% increase in the ETF’s portfolio allocation to the company.
📌 iShares MSCI EAFE ETF has also increased its exposure, acquiring an additional 112K shares for a 2.17% rise in ownership. The fund’s portfolio allocation towards 1NIBE grew by 6.31% in the previous quarter.
📈 Fidelity International Index Fund rounds out the trend of increasing holdings, adding 166K shares for a 3.35% ownership increase. This adjustment led to a 1.82% rise in the fund’s investment in NIBE Industrier AB.
Expert Summary
The financial outlook for NIBE Industrier AB appears positive, with analysts significantly revising their price targets upwards. While some large institutional investors are trimming their holdings, others are increasing their exposure, suggesting a mixed but generally optimistic sentiment within the investment community.
