UBS Expects Sustained Organic Sales Growth from Henkel in Q3

05:39 AM EDT, 09/25/2026 (MT Newswires) -- UBS Global Research expects Henkel (HEN.F, HEN3.F) to report "another strong organic sales growth print" at its third-quarter trading update scheduled for Nov. 10. In an earnings preview note, analysts forecast third-quarter organic sales growth of 4.2%, surpassing the Visible Alpha consensus of 2.5% and marking a "modest" sequential deceleration from the second quarter's 4.7%. The research firm also models reported sales growth of 7.5% for the three-month period, bolstered by an expected 4% contribution from recent acquisitions and partly offset by an anticipated 1% foreign exchange drag. For full-year 2026, analysts raised their organic sales growth assumption to 3.1% from 2.8%, also higher than the consensus forecast of 2.6%. Conversely, the research firm lowered its 2026 EPS estimate by 1% to 5.43 euros to account for a 154 million-euro net finance cost due to acquisitions and higher interest rates. The new forecast is 2% below Visible Alpha consensus of 5.52 euros. UBS rates the stock at neutral, with a price target of 71 euros.