Sofina (SOF.BR) Stock Price

Sofina Price

Euronext Brussels·CLOSED
246.60EUR-0.80 (-0.32 %)
Market closed

Over the last 19 years Sofina grew revenue by 16.6% annually, reaching 1.41 B EUR. Earnings per share have grown at 12.3% per year over the last 19 years. For Sofina, the net margin of 96.3% is down versus 97.7% a few years ago. At today's price the dividend yield works out to roughly 1.36%. The payout ratio is around 8% of earnings. The dividend has grown at 5.3% per year over the past 19 years. The consensus 12-month price target for Sofina is 314.47 EUR, about 27.5% above where the stock trades today. Of 8 analysts, 7 rate the stock a buy — an overall Buy consensus. The stock trades about 19% above its 52-week low.

Sofina stock price

Volume
Ex-Dividend
Details

Stock Price

How to Read This Chart

This chart tracks the historical stock price of Sofina over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Sofina stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Sofina's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Sofina Stock Price History
DateSofina Price
8/12/2026246.60 EUR
8/10/2026247.40 EUR
8/7/2026247.40 EUR
8/6/2026245.40 EUR
8/5/2026247.60 EUR
8/4/2026249.60 EUR
7/31/2026245.80 EUR
7/30/2026243.60 EUR
7/29/2026242.20 EUR
7/28/2026238.80 EUR
7/27/2026238.00 EUR
7/24/2026238.00 EUR
7/23/2026237.60 EUR
7/22/2026233.80 EUR
7/21/2026229.20 EUR
7/20/2026228.20 EUR
7/17/2026225.20 EUR
7/16/2026226.40 EUR
7/15/2026226.00 EUR
7/14/2026226.80 EUR
7/13/2026227.40 EUR
7/10/2026226.40 EUR
7/9/2026226.00 EUR
7/8/2026227.00 EUR
7/7/2026228.20 EUR
7/6/2026230.40 EUR
7/3/2026228.60 EUR
7/2/2026229.20 EUR
7/1/2026228.20 EUR
6/30/2026222.60 EUR
6/29/2026221.80 EUR
6/26/2026220.20 EUR
6/25/2026219.20 EUR
6/24/2026221.00 EUR
6/23/2026220.20 EUR
6/22/2026226.40 EUR
6/19/2026222.20 EUR
6/18/2026220.80 EUR
6/17/2026219.60 EUR
6/16/2026218.60 EUR
6/15/2026222.80 EUR
6/12/2026217.00 EUR
6/11/2026214.80 EUR
6/10/2026214.60 EUR
6/9/2026213.00 EUR
6/8/2026212.60 EUR
6/5/2026217.20 EUR
6/4/2026217.40 EUR
6/3/2026221.00 EUR
6/2/2026225.80 EUR
6/1/2026222.60 EUR
5/29/2026224.60 EUR
5/28/2026218.80 EUR
5/27/2026223.20 EUR
5/26/2026226.20 EUR
5/25/2026228.20 EUR
5/22/2026223.40 EUR
5/21/2026225.20 EUR
5/20/2026220.80 EUR
5/19/2026218.20 EUR
5/18/2026216.60 EUR
5/15/2026217.60 EUR
5/14/2026217.00 EUR
5/13/2026212.20 EUR
5/12/2026213.40 EUR
5/11/2026215.40 EUR
5/8/2026218.40 EUR
5/7/2026220.80 EUR
5/6/2026224.40 EUR
5/5/2026220.40 EUR
5/4/2026220.40 EUR
4/30/2026218.00 EUR
4/29/2026215.80 EUR
4/28/2026218.00 EUR
4/27/2026220.00 EUR
4/24/2026220.00 EUR
4/23/2026221.20 EUR
4/22/2026223.40 EUR
4/21/2026226.00 EUR
4/20/2026226.80 EUR
4/17/2026230.40 EUR
4/16/2026228.00 EUR
4/15/2026226.40 EUR
4/14/2026226.00 EUR
4/13/2026223.80 EUR
4/10/2026223.60 EUR
4/9/2026224.00 EUR
4/8/2026223.20 EUR
4/7/2026217.80 EUR
4/2/2026214.20 EUR
4/1/2026214.80 EUR
3/31/2026208.00 EUR
3/30/2026208.80 EUR
3/27/2026207.80 EUR
3/26/2026218.60 EUR
3/25/2026223.20 EUR
3/24/2026214.40 EUR
3/23/2026216.40 EUR
3/20/2026217.60 EUR
3/19/2026223.20 EUR
3/18/2026228.40 EUR
3/17/2026227.40 EUR
3/16/2026224.80 EUR
3/13/2026227.40 EUR
3/12/2026228.80 EUR
3/11/2026225.60 EUR
3/10/2026237.60 EUR
3/9/2026237.60 EUR
3/6/2026240.62 EUR
3/5/2026241.91 EUR
2/27/2026251.40 EUR
2/26/2026250.80 EUR
2/25/2026250.53 EUR
2/23/2026245.18 EUR
2/20/2026249.45 EUR
2/19/2026246.60 EUR
2/18/2026245.10 EUR
2/17/2026242.66 EUR
2/16/2026241.58 EUR
2/13/2026247.59 EUR
2/12/2026250.96 EUR
2/11/2026249.59 EUR
2/10/2026248.20 EUR
2/9/2026243.16 EUR
2/6/2026240.46 EUR
2/5/2026241.23 EUR
2/4/2026242.40 EUR
2/3/2026237.80 EUR
2/2/2026244.05 EUR
1/30/2026246.16 EUR
1/29/2026245.60 EUR
1/28/2026244.62 EUR
1/27/2026241.93 EUR
1/26/2026243.17 EUR
1/23/2026242.80 EUR
1/21/2026243.46 EUR
1/19/2026254.89 EUR
1/17/2026264.16 EUR
1/16/2026264.00 EUR
1/14/2026260.80 EUR
1/13/2026257.75 EUR
1/12/2026258.96 EUR
1/9/2026258.63 EUR
1/8/2026255.10 EUR
1/7/2026255.77 EUR
1/6/2026255.24 EUR
1/5/2026253.62 EUR
1/2/2026247.26 EUR
12/31/2025245.02 EUR
12/30/2025245.08 EUR
12/29/2025244.83 EUR
12/24/2025245.05 EUR
12/23/2025245.00 EUR
12/22/2025243.94 EUR
12/19/2025242.28 EUR
12/18/2025243.21 EUR
12/17/2025240.94 EUR
12/16/2025242.14 EUR
12/15/2025241.39 EUR
12/12/2025238.50 EUR
12/11/2025237.28 EUR
12/10/2025238.43 EUR
12/9/2025243.37 EUR
12/8/2025241.10 EUR
12/5/2025241.31 EUR
12/4/2025236.98 EUR
12/3/2025235.98 EUR
12/2/2025237.70 EUR
12/1/2025241.32 EUR
11/28/2025244.21 EUR
11/27/2025243.10 EUR
11/26/2025243.83 EUR
11/25/2025242.85 EUR
11/24/2025240.90 EUR
11/21/2025238.79 EUR
11/20/2025240.11 EUR
11/19/2025237.80 EUR
11/18/2025236.51 EUR
11/17/2025240.09 EUR
11/14/2025240.33 EUR
11/13/2025243.29 EUR
11/12/2025244.55 EUR
11/11/2025244.39 EUR
11/10/2025241.79 EUR
11/7/2025237.60 EUR
11/6/2025242.00 EUR
11/5/2025241.39 EUR
11/4/2025241.13 EUR
11/3/2025241.38 EUR
10/31/2025238.87 EUR
10/30/2025240.60 EUR
10/29/2025242.82 EUR
10/28/2025241.99 EUR
10/27/2025243.70 EUR
10/25/2025245.52 EUR
10/23/2025244.29 EUR
10/22/2025244.88 EUR
10/21/2025244.22 EUR
10/20/2025242.65 EUR
10/17/2025238.44 EUR
10/16/2025242.16 EUR
10/15/2025242.33 EUR
10/14/2025240.66 EUR
10/13/2025242.98 EUR
10/10/2025242.91 EUR
10/9/2025245.06 EUR
10/8/2025245.71 EUR
10/7/2025246.85 EUR
10/6/2025251.63 EUR
10/3/2025248.56 EUR
10/2/2025254.74 EUR
10/1/2025248.68 EUR
9/30/2025251.00 EUR
9/29/2025257.00 EUR
9/26/2025254.40 EUR
9/25/2025253.60 EUR
9/24/2025249.27 EUR
9/23/2025255.88 EUR
9/22/2025255.49 EUR
9/19/2025256.34 EUR
9/18/2025256.08 EUR
9/17/2025252.50 EUR
9/16/2025249.62 EUR
9/15/2025254.80 EUR
9/12/2025255.95 EUR
9/11/2025257.68 EUR
9/10/2025254.98 EUR
9/9/2025252.19 EUR
9/8/2025244.27 EUR
9/5/2025253.23 EUR
9/4/2025258.35 EUR
9/3/2025253.73 EUR
9/2/2025254.18 EUR
9/1/2025257.90 EUR
8/29/2025258.74 EUR
8/28/2025261.56 EUR
8/27/2025261.84 EUR
8/26/2025262.10 EUR
8/25/2025264.74 EUR
8/22/2025265.96 EUR
8/21/2025263.92 EUR
8/20/2025267.82 EUR
8/19/2025271.56 EUR
8/18/2025281.74 EUR
8/15/2025280.83 EUR
8/14/2025280.92 EUR
8/13/2025276.46 EUR
Access this data via the Eulerpool API

Sofina Revenue, EBIT, Net Income

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2017
528.86 M EUR
505.46 M EUR
499.13 M EUR
Jan 1, 2018
884.87 M EUR
851.59 M EUR
861.14 M EUR
Jan 1, 2019
1.23 B EUR
1.20 B EUR
1.20 B EUR
Jan 1, 2020
1.41 B EUR
1.38 B EUR
1.38 B EUR
Jan 1, 2021
2.64 B EUR
2.58 B EUR
2.59 B EUR
Jan 1, 2022
-1.82 B EUR
-1.86 B EUR
-1.87 B EUR
Jan 1, 2023
-81.03 M EUR
-122.49 M EUR
-104.27 M EUR
Jan 1, 2024
1.41 B EUR
1.34 B EUR
1.36 B EUR

Sofina Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 13, 2026, 4:34 AM
 
REVENUEB EUR
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB EUR
EBITB EUR
EBIT MARGIN%
NET INCOMEB EUR
NET INCOME GROWTH%
DIV.EUR
DIV. GROWTH%
SHARESM
2009201020112012201320142015201620172018201920202021202220232024
0.100.090.110.090.080.070.070.080.530.881.231.412.64-1.82-0.081.41
-14.41-6.3225.84-20.54-12.36-5.13-6.7614.49568.3567.4238.9114.9087.10-168.94-95.55-1,841.98
98.9597.7599.1194.3894.8795.9594.2094.94100.00100.00100.00100.0099.81100.44109.8899.36
0.090.090.110.080.070.070.070.080.530.881.231.412.64-1.83-0.091.40
0.080.070.090.070.050.050.040.050.510.851.201.382.58-1.86-0.121.34
80.0077.5383.0474.1669.2367.5757.9762.0395.6496.2797.4897.6697.84102.42150.6295.25
0.170.140.140.150.200.290.310.270.500.861.201.382.59-1.87-0.101.36
105.95-18.50-0.718.5730.2644.447.34-13.0386.8972.5539.2615.0188.03-172.16-94.44-1,406.73
1.641.751.851.962.072.172.282.452.562.672.792.903.013.133.243.35
7.196.715.715.955.614.835.077.464.494.304.493.943.793.993.513.40
34.7935.2534.7333.8333.8333.7034.2134.0634.1534.0634.1434.1534.1633.5133.3733.91
Details

Income Statement Key Figures

Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Sofina generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Sofina retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Sofina's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Sofina has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Sofina's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Sofina stock margins

The Sofina margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Sofina. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Sofina.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2017
99.96 %
95.58 %
94.38 %
Jan 1, 2018
100.00 %
96.24 %
97.32 %
Jan 1, 2019
100.00 %
97.42 %
97.63 %
Jan 1, 2020
99.99 %
97.63 %
97.67 %
Jan 1, 2021
99.79 %
97.82 %
98.20 %
Jan 1, 2022
100.45 %
102.46 %
102.83 %
Jan 1, 2023
110.67 %
151.17 %
128.68 %
Jan 1, 2024
99.38 %
95.28 %
96.34 %

Sofina Stock Revenue, EBIT, Earnings per Share

The Sofina earnings per share therefore indicates how much revenue Sofina has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2017
15.49 EUR
14.80 EUR
14.62 EUR
Jan 1, 2018
25.98 EUR
25.00 EUR
25.28 EUR
Jan 1, 2019
36.00 EUR
35.08 EUR
35.15 EUR
Jan 1, 2020
41.35 EUR
40.36 EUR
40.38 EUR
Jan 1, 2021
77.31 EUR
75.62 EUR
75.92 EUR
Jan 1, 2022
-54.31 EUR
-55.65 EUR
-55.85 EUR
Jan 1, 2023
-2.43 EUR
-3.67 EUR
-3.12 EUR
Jan 1, 2024
41.62 EUR
39.65 EUR
40.09 EUR

Sofina business model & stock analysis

The Sofina SA is a Belgian company with a history of over 70 years. It was founded in 1956 by the Boël family and has since expanded its activities continuously. The business model of Sofina SA is based on investments in companies worldwide. The company uses a mixed fund approach, diversifying its portfolio widely and investing in both publicly traded and private companies. The goal is to achieve long-term value creation for investors. Sofina SA operates in various sectors, including technology, healthcare, consumer goods, and financial services. In the technology sector, the company invests in companies such as Tencent, Delivery Hero, and Farfetch. In healthcare, Sofina SA has holdings in companies like Moderna and Guardant Health. In the consumer goods sector, the company invests, for example, in firms like Warby Parker and Made.com. In the financial services sector, Sofina SA holds stakes in companies such as PayPal and Adyen. In addition to these sectors, Sofina SA also has board mandates in some of its portfolio companies. This means that the company actively participates in the development of the companies and contributes to strategic decision-making in an advisory role. Another important part of the business model is the focus on sustainability and ESG criteria (Environment, Social, Governance). The company aims to invest in companies that pursue sustainable initiatives and adhere to ESG criteria. This is also reflected in the company's own philosophy, which aims to invest in a long-term and responsible manner. In addition to its activities as an investor, Sofina SA also offers innovative products and services. This includes, for example, the mobile banking service Qonto, which is specifically tailored to the needs of small business owners. Overall, Sofina SA is a global company that plays an important role in the global economy through its highly diversified investments and board mandates in portfolio companies. Through its clear focus on sustainability and ESG criteria, it positions itself as a responsible company and sets standards for future-oriented business practices. Translation of the output: The Sofina SA is a Belgian company that has been in operation for over 70 years. It was founded in 1956 by the Boël family and has since expanded its activities steadily. The company's business model is based on investing in companies worldwide using a mixed fund approach. Its goal is to achieve long-term value creation for investors. Sofina SA operates in various sectors including technology, healthcare, consumer goods, and financial services. In addition to its investments, the company also holds board mandates in some of its portfolio companies. Sofina SA focuses on sustainability and ESG criteria, aiming to invest in companies that pursue sustainable initiatives and adhere to environmental, social, and governance standards. It also offers innovative products and services such as the mobile banking service Qonto. Overall, Sofina SA is a global company that plays an important role in the global economy through its diversified investments and focus on sustainability.

Sofina SWOT Analysis

Strengths

Sofina SA has several strengths that contribute to its success in the market. Firstly, the company has a diverse portfolio of investments across various industries and regions, which helps to mitigate risks and maximize potential returns. Additionally, Sofina SA has a strong financial position, with a solid track record of generating consistent profits. This financial strength provides the company with ample resources to seize new investment opportunities and support their portfolio companies when needed.

Weaknesses

Despite its strengths, Sofina SA also faces certain weaknesses that need to be addressed. One of the main weaknesses is its dependence on a limited number of key investments for a significant portion of its revenue. This concentration of risk exposes the company to potential financial setbacks if any of these key investments underperform. Furthermore, Sofina SA may face challenges in terms of effectively managing and overseeing its diverse portfolio, which spans across different industries and regions.

Opportunities

There are several opportunities for Sofina SA to capitalize on in the market. Firstly, the company can benefit from the ongoing global economic growth, which creates favorable conditions for investments. Moreover, the increasing demand for innovative technologies and sustainable solutions presents opportunities for Sofina SA to invest in companies operating in these sectors. Additionally, the company can explore strategic partnerships and alliances to enhance its market presence and expand its investment network.

Threats

Sofina SA also faces certain threats in its operating environment. One of the main threats is the uncertainty and volatility in the global financial markets, which can impact the overall performance of its investments. Additionally, political and regulatory changes in different countries can pose challenges to Sofina SA's investment strategies and operations. Moreover, increased competition from other investment firms and changing consumer preferences can diminish the company's market share and returns.

Sofina Eulerpool Fair Value

Details

Fair Value Estimate

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Sofina historical P/E ratio, EBIT multiple, and P/S ratio

Sofina annual returns

Details

Annual Return

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Sofina shares outstanding

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2017
34.15 M Stocks
Jan 1, 2018
34.06 M Stocks
Jan 1, 2019
34.14 M Stocks
Jan 1, 2020
34.15 M Stocks
Jan 1, 2021
34.16 M Stocks
Jan 1, 2022
33.51 M Stocks
Jan 1, 2023
33.37 M Stocks
Jan 1, 2024
33.91 M Stocks

Sofina stock splits

In Sofina's history, there have been no stock splits.

Sofina Dividend History

35 years of dividend payments · 25 consecutive increases

YearAnnual DividendYoY ChangePayments
20253.50EUR 4.5%
May 20, 20253.50EUR 4.5%1/1
20243.35EUR 3.4%
20233.24EUR 3.6%
20223.13EUR 3.8%
20213.01EUR 3.9%
20202.90EUR 4.1%
20192.79EUR 4.3%
20182.67EUR 4.4%
20172.56EUR 4.4%
20162.45EUR 7.5%

Sofina dividend payout ratio

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2017
17.51 %
Jan 1, 2018
10.57 %
Jan 1, 2019
7.93 %
Jan 1, 2020
7.18 %
Jan 1, 2021
3.97 %
Jan 1, 2022
-5.60 %
Jan 1, 2023
-103.85 %
Jan 1, 2024
8.36 %

Current Sofina forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.00 %
Buy
87.50 % (7)
Hold
12.50 % (1)
Sell
0.00 % (0)
12M Price Target
314.47
Last Price
247.40
Currency
EUR
12M Return Potential
27.11 %
LTM Return
0 %

EESG©

Eulerpool ESG Scorecard© for the Sofina stock

55/100
62
Environment
77
Social
28
Governance
E

Environment

20
Scope 1 - Direct Emissions158
Scope 2 - Indirect emissions from purchased energy65
Scope 3 - Indirect emissions within the value chain533.91
Total CO₂ emissions223
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees44
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Sofina shareholder structure

% Name
1.59634%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
1.00786%
Norges Bank Investment Management (NBIM)
Norges Bank Investment Management (NBIM)
0.94058%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
0.68095%
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd.
0.57600%
BlackRock Advisors (UK) Limited
BlackRock Advisors (UK) Limited
0.48778%
Geode Capital Management, L.L.C.
Geode Capital Management, L.L.C.
...

Sofina Beneficial Ownership Filings (SEC 13D/G)

Free Float
42.0%
Float Shares
-
Shares Outstanding
-

Sofina Executives and Management Board

20 members · avg. age 59 · 40 % women

HB

Mr. Harold Boeel (60)

Chief Executive Officer, Member of the Executive Committee, Member of the Board of Directors · since 2004

1.98 M EUR

Management

XC

Mr. Xavier Coirbay (58)

Member of the Executive Committee · since 2014

EK

Mr. Edward Koopman (63)

Member of the Executive Committee

AL

Ms. Amelie Lagache (49)

Member of the Executive Committee · since 2024

MT

Mr. Maxence Tombeur (42)

Member of the Executive Committee · since 2021

GW

Ms. Giulia Van Waeyenberge (43)

Member of the Executive Committee · since 2021

Board of Directors

DL

Mr. Dominique Lancksweert (68)

Chairman of the Board

318,786.00 EUR
CS

Ms. Charlotte Stroemberg (65)

Independent Vice Chairman of the Board

255,340.00 EUR
AL

Dr. Anja Langenbucher (52)

Independent Member of the Board of Directors

183,394.00 EUR
NB

Mr. Nicolas Boeel (62)

Member of the Board of Directors

171,893.00 EUR
LC

Ms. Laura Cioli (61)

Independent Member of the Board of Directors

171,893.00 EUR
GY

Ms. Gwill York (67)

Independent Member of the Board of Directors

171,893.00 EUR

Sofina Supply Chain

Sofina Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
2 companies
#NameTrend
1
GL Events
Supplier·Customer·Commercial Services & Supplies·FR
0.04
-0.69
-0.17
0.25
0.08
0.81
#NameTrend
1
THG
Supplier·Customer·Internet & Direct Marketing Retail·GB
-0.05
-0.86
-0.10
0.87
0.12

Frequently asked questions about Sofina

The business model of Sofina SA is focused on long-term investment in companies with high growth potential. Sofina invests in both listed and non-listed companies, primarily targeting those operating in innovative sectors such as technology, healthcare, and consumer goods. The company adopts a patient and flexible approach, aiming to create sustainable value for its shareholders over time. Sofina actively engages with the management teams of its portfolio companies, offering strategic guidance and support to drive growth and profitability. By leveraging its extensive industry knowledge and network, Sofina seeks to identify promising investment opportunities and foster their development into successful enterprises.

Sofina SA is primarily active in various industries, including consumer goods, healthcare, and technology. As an investment holding company, Sofina SA aims to support and finance companies operating in these sectors. With a diverse portfolio, Sofina SA provides financial assistance and expertise to consumer goods companies involved in manufacturing, distribution, and retail. Furthermore, it invests in healthcare firms focusing on pharmaceuticals, medical devices, and healthcare services. Sofina SA also has a keen interest in technology companies, particularly those engaged in digital transformation, software development, and communication technologies.

The main competitors of Sofina SA in the market include established investment companies such as Berkshire Hathaway, Blackstone Group, Carlyle Group, and KKR & Co. These competitors also operate in the investment sector, participating in various industries worldwide. Sofina SA, a renowned Belgian investment company, competes with these firms in terms of investment strategies, portfolio diversification, deal sourcing, and overall performance. However, Sofina SA has carved its niche by focusing on long-term value creation, partnerships with startups, and sustainable investment practices, which sets it apart from its competitors.

Sofina SA is a well-established investment company with a rich history and background. Founded in 1980, Sofina has become a prominent player in the global investment landscape. Initially focusing on investment activities in Belgium, the company has expanded its reach internationally and now engages in a diverse portfolio of investments across various sectors. Sofina has a strong track record of identifying promising investment opportunities and supporting companies' long-term growth. With a commitment to strategic partnerships and value creation, Sofina has cemented its reputation as a reliable and trusted investment partner. Today, Sofina SA continues to thrive and contribute to the economic growth and development of the companies it invests in.

Sofina SA, a renowned company in the stock market, has achieved several significant milestones. Over the years, Sofina SA has successfully expanded its business operations globally, establishing a strong presence in various sectors such as telecommunications, energy, and financial services. The company has demonstrated consistent growth, achieving remarkable financial results and delivering substantial returns to its investors. Furthermore, Sofina SA has built a robust portfolio of strategic investments, partnering with leading companies across multiple industries. By prioritizing innovation and fostering long-term collaborations, Sofina SA continues to pave the way for its success in the global stock market.

Sofina SA is primarily present in various countries and regions worldwide. With a global presence, the company operates in Europe, including Belgium, France, Germany, and the Netherlands. Additionally, Sofina SA has established a strong presence in North America, particularly in the United States and Canada. This diversified geographical footprint allows Sofina SA to tap into different markets and leverage opportunities for growth and investment.

Sofina SA represents a set of core values and corporate philosophy that drive its operations. The company prioritizes long-term investments, aiming for sustainable growth and shareholder value creation. Sofina SA focuses on fostering strong relationships with investee companies, offering strategic guidance and support to drive their success. By emphasizing ethical conduct, transparency, and integrity in all its business activities, Sofina SA sets high standards for itself and its investee companies. With a diversified and global investment portfolio, Sofina SA aims to generate long-term value for its shareholders while contributing to the growth and development of the companies it invests in.

Analysts currently set an average price target of 313.37 EUR for the Sofina stock (median: 314.47 EUR), implying +26.7 % versus the latest price. The consensus is based on 8 analyst ratings.

8 analysts currently rate the Sofina stock: 7 recommend buying, 1 holding and 0 selling.

The Sofina share (SOF.BR) is listed on 10 stock exchanges, including: Frankfurt (8FS.F), München (8FS.MU), Stuttgart (8FS.SG), Düsseldorf (8FS.DU), Berlin (8FS.BE), London (0G2X.L), Wien (SOF.VI).

Sofina SA is a Belgian publicly traded company that has been in existence since 1956 and specializes in long-term investments. It primarily invests in solid companies in various sectors such as consumer goods, IT, healthcare, telecommunications, and energy. Through its broad diversification, the company is able to achieve a sustainable return. The company utilizes a "Buy and Hold" model. It aims to acquire stakes in companies that have strong growth potential and promote long-term engagement. The goal is to maximize the value of these companies through operational improvements and strategic acquisitions. Sofina SA also operates in the venture capital sector and invests in start-ups that are on their way to conducting disruptive innovations. The investment strategy is focused on betting on future trends, but also on those already in the early stages of growth. One of the innovative companies Sofina invests in is Knewton, a company that develops and offers AI-based teaching and learning platforms. Sofina intends to support Knewton in further expanding its offering of educational content and technological platform. Another invested company is the French biotechnology company Owkin, which also provides AI-based solutions in healthcare. In the telecommunications industry, Sofina is involved with the British mobile operator Sunrise. Through this partnership, Sunrise was able to bring an improved service offering to the market, leading to an increase in subscriber numbers. Sofina also invests in companies that are on the sustainability agenda. An example of this is the company Danone. Danone is a globally leading company in the food production sector and manufactures products that aim to improve well-being. Sofina holds a significant stake in Danone to support the company in achieving its sustainability goals while increasing revenues. In addition to investments in other companies, Sofina also offers its own products and services. For example, it operates the Bistrots de la mer restaurant, specializing in seafood and fish dishes. It operates in Belgium and France. Sofina SA has established itself as a company that utilizes a long-term investment vision. It is committed to financing innovations and modern technologies, as well as supporting companies that have a positive impact on the world. Through its broad diversification, it can achieve a sustainable return, making it an attractive investment option for investors seeking long-term engagement.

The revenue cannot currently be calculated for Sofina.

The profit cannot currently be calculated for Sofina.

The P/E ratio cannot be calculated for Sofina at the moment.

The P/S cannot be calculated for Sofina currently.

The Eulerpool Quality Score for Sofina is 3/10.

The ISIN of Sofina is BE0003717312. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Sofina is 852448. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Sofina is SOF.BR. The ticker symbol is used to trade Sofina shares on the stock exchange.

Over the past 12 months, Sofina paid a dividend of 3.35 EUR . This corresponds to a dividend yield of about 1.36 %. For the coming 12 months, Sofina is expected to pay a dividend of 3.35 EUR.

The current dividend yield of Sofina is 1.36 %.

Sofina pays a dividend, distributed in the months of , , , .

Sofina paid dividends every year for the past 35 years.

For the upcoming 12 months, dividends amounting to 3.35 EUR are expected. This corresponds to a dividend yield of 1.35 %.

Sofina is assigned to the 'Finance' sector.

To receive the latest dividend of Sofina from amounting to 3.5 EUR, you needed to have the stock in your portfolio before the ex-date on .

The last dividend was paid out on .

In the year 2025, Sofina distributed 3.24 EUR as dividends.

The dividends of Sofina are distributed in EUR.

All fundamentals and in-depth analysis of Sofina

Our stock analysis for Sofina stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Sofina. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.