Investment AB Latour (publ) (IVTBF) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 19.67 means the share price is 19.67 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $15.1B is the value of all shares combined.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gpt-4o-mini, generated Jun 15, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerInvestment AB Latour (publ) (IVTBF) trades at $25.46. Investment AB Latour (publ) is a Swedish investment firm focused on long-term positions in companies with proprietary brands. Market cap: $15.1B, Sector: Financial services.
Price as of Sep 11, 2026 · Last analyzed: Jun 15, 2026Analyst Coverage for IVTBF: IVTBF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IVTBF against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
No score published: this stock trades under $10,000 on a typical day, so the price beside it is not one you could reliably act on.
IVTBF: the 2 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Investment AB Latour (publ) (IVTBF) Financial Services Profile
Investment AB Latour (publ) (IVTBF) is a focused investment firm that strategically invests in companies with proprietary brands, targeting sustainable growth through active ownership and board participation, thereby enhancing long-term value creation.
What Is the Investment Thesis for IVTBF?
The firm targets companies with a strong potential for growth, aiming for an average annual growth rate of 10%. With a current market cap of $15.1B and a P/E ratio of 19.67, Latour's financial metrics indicate a robust profit margin of 16.1% and a gross margin of 39.8%, reflecting operational efficiency. The company's focus on proprietary brands and its strategic board involvement in portfolio companies are key value drivers that enhance performance and mitigate risks. As the global economy continues to recover, Latour's ability to capitalize on emerging opportunities in industrial technology and automation sectors may further bolster its growth trajectory. However, potential risks associated with its OTC market status, including lower liquidity and less stringent reporting requirements, necessitate careful monitoring of its underlying portfolio companies and market conditions.
Based on FMP financials and quantitative analysis
IVTBF Key Highlights
Market cap of $15.1B, indicating a strong market presence.
- P/E ratio of 19.67, reflecting investor confidence in future growth.
- Profit margin of 16.1%, showcasing operational efficiency.
- Gross margin of 39.8%, exceeding industry averages.
- Dividend yield of 2.65%, providing a return to shareholders.
Who Are IVTBF's Competitors?
IVTBF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| UFGSY Unipol Assicurazioni S.p.A. | $18.16 | +12.38% | $26.0B | — |
| LGGNF Legal & General Group Plc | $4.00 | +2.56% | $21.8B | — |
| PZAKY Powszechny Zaklad Ubezpieczen S.A. | $20.00 | +2.56% | $17.3B | — |
| AMDUF Amundi S.A. | $106.06 | 0.00% | $21.4B | — |
| JBAXY Julius Bär Gruppe AG | $18.34 | +0.55% | $18.9B | — |
| CRBG Corebridge Financial, Inc. | $34.76 | +1.68% | $15.5B | 725-pillar |
| ARCC Ares Capital Corporation | $19.68 | +0.10% | $14.1B | 845-pillar |
| TGOPY 3i Group plc | $8.93 | -2.40% | $17.3B | 589-signal |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.
What Are IVTBF's Key Strengths?
Strong financial performance metrics, including a profit margin of 16.1%.
- Active ownership model enhances portfolio company performance.
- Diverse investment portfolio across various high-growth sectors.
- Established brand reputation in the Swedish investment landscape.
What Are IVTBF's Weaknesses?
OTC market listing may result in lower liquidity.
- Less stringent reporting requirements compared to major exchanges.
- Potential challenges in scaling operations outside Sweden.
- Dependence on the performance of portfolio companies for returns.
What Could Drive IVTBF Stock Higher?
Expansion of portfolio investments in the industrial automation sector.
- Active engagement with portfolio companies to drive operational improvements.
- Monitoring market trends to identify new investment opportunities.
- Strategic partnerships with emerging technology firms.
- Commitment to sustainable investment practices.
What Are the Key Risks for IVTBF?
Economic downturns impacting portfolio company performance.
- Market volatility affecting investment valuations.
- Regulatory changes impacting asset management operations.
- Competitive pressures from other asset management firms.
What Are the Growth Opportunities for IVTBF?
- Growth opportunity 1: Investment AB Latour (publ) is well-positioned to capitalize on the growing demand for industrial automation solutions, a market projected to reach $300 billion by 2026. With its strategic investments in technology companies, Latour can leverage its expertise to drive innovation and enhance operational efficiencies within its portfolio, thus capturing a larger market share.
- Growth opportunity 2: The building products sector is expected to grow significantly, driven by increasing construction activities and infrastructure development globally. Latour's investments in companies manufacturing building products position it to benefit from this trend, as the demand for sustainable and efficient building solutions continues to rise, potentially leading to enhanced revenue streams.
- Growth opportunity 3: The electronics sector is undergoing rapid transformation with advancements in smart technologies and IoT. Investment AB Latour (publ) can leverage its existing portfolio to tap into this growing market, which is projected to exceed $1 trillion by 2026, thereby enhancing its revenue potential through innovative product offerings.
- Growth opportunity 4: The increasing focus on sustainability and environmental responsibility presents an opportunity for Latour to invest in companies that prioritize green technologies. As global regulations tighten and consumer preferences shift towards sustainable products, Latour's strategic positioning can lead to significant growth in this emerging market segment.
- Growth opportunity 5: The expansion of digital financial services offers a lucrative avenue for Latour to explore investments in fintech companies.
What Are IVTBF's Competitive Advantages?
- Active ownership model allows for strategic influence over portfolio companies.
- Long-term investment focus fosters stability and resilience.
- Strong financial performance metrics enhance investor confidence.
- Diverse portfolio across various sectors mitigates risk.
- Established reputation in the Swedish market supports brand trust.
What Does IVTBF Do?
Investment AB Latour (publ), established in 1984 and formerly known as AB Hevea, operates as a prominent investment firm based in Gothenburg, Sweden. The company is dedicated to taking long-term positions in enterprises that develop, manufacture, and market their proprietary brands. Latour's investment strategy is centered around identifying companies with strong financial performance across various business cycles, targeting an average annual growth of 10%, a 10% operating margin, and a return on operating capital of 15-20%. The firm actively engages with its portfolio companies by holding board seats, which allows for strategic oversight and operational guidance aimed at fostering sustainable growth. Latour has expanded its presence beyond Gothenburg, with additional facilities in Malmo and Stockholm, enhancing its operational footprint in Sweden. The company primarily invests in sectors such as industrial technology, automation, building products, and electronics, showcasing a diverse portfolio that reflects its commitment to innovation and long-term value. With a workforce of approximately 9,948 employees, Investment AB Latour is well-positioned to leverage its expertise and resources to drive growth across its investments, making it a significant player in the asset management industry.
What Products and Services Does IVTBF Offer?
- Invest in companies that develop and market proprietary brands.
- Focus on long-term positions to enhance value creation.
- Engage actively with portfolio companies through board participation.
- Target enterprises with strong financial performance across business cycles.
- Aim for an average annual growth of 10% in investments.
- Contribute to the strategic direction of portfolio companies.
How Does IVTBF Make Money?
- Generate returns through strategic investments in high-performing companies.
- Leverage active ownership to influence company direction and performance.
- Focus on sectors with strong growth potential, such as industrial technology.
- Utilize financial metrics to assess investment opportunities.
- Engage in long-term partnerships with portfolio companies.
What Industry Does IVTBF Operate In?
The asset management industry is experiencing significant growth, with a global market size projected to reach $145 trillion by 2026. Investment AB Latour (publ) operates within this expanding landscape, focusing on long-term investments in companies with proprietary brands. The competitive landscape includes other notable firms such as Unipol Assicurazioni S.p.A. and Legal & General Group Plc, which also emphasize strong financial performance and active management. Latour's unique approach of active ownership and board participation differentiates it from competitors, positioning the firm to capitalize on market trends and evolving investor preferences.
Who Are IVTBF's Key Customers?
- Institutional investors seeking long-term growth.
- Companies in need of strategic investment and operational guidance.
- Shareholders looking for dividend returns.
- Stakeholders interested in sustainable and innovative business practices.
- Portfolio companies benefiting from active management and oversight.
Research confidence
Enough evidence to be useful, with gaps worth knowing about.
- ● Scoring coverage unknown
- ● Price is current
- ● Latest filing 73 days ago
- ● No analyst coverage
- ● Reported in SEK, converted to USD
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 45 |
| 2026-08-26 | 45 |
| 2026-08-29 | 45 |
| 2026-09-01 | 45 |
| 2026-09-04 | 45 |
| 2026-09-07 | 45 |
| 2026-09-10 | 45 |
What changed?
The score has stayed at 45.
Over the same 18 days the stock moved +0.0%.
Investment AB Latour (publ) (IVTBF) Valuation Context
Valued at $15.1B, IVTBF is classified as a large-cap stock.
IVTBF Revenue & Earnings Trend
In Q2 FY2026, IVTBF generated $739.0M in top-line revenue, marking a sequential increase of 6.7%. The company recorded net income of $373.0M, with diluted EPS of $0.58. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Financial Services. Across the four most recent quarters, IVTBF averaged $0.26 in diluted EPS.
Company Profile
Investment AB Latour (publ) operates in the Asset Management industry within the Financial Services sector. It is headquartered in Gothenburg, SE. The company is led by CEO Johan Hjertonsson. IVTBF has traded publicly since 2011.
Key Financial Metrics
Return on equity for Investment AB Latour (publ) stands at 10.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.4%, showing how much profit it generates from its asset base. IVTBF trades at a trailing price-to-earnings ratio of 19.67, above the Financial Services sector average of ~17.50x. Its free cash flow yield is 4.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.64 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.7%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Investment AB Latour (publ)'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.92 places it in the safe zone, indicating low near-term bankruptcy risk.
IVTBF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong financial performance metrics, including a profit margin of 16.1%.
- Active ownership model enhances portfolio company performance.
- Diverse investment portfolio across various high-growth sectors.
- Established brand reputation in the Swedish investment landscape.
Bear Case
- OTC market listing may result in lower liquidity.
- Less stringent reporting requirements compared to major exchanges.
- Potential challenges in scaling operations outside Sweden.
- Dependence on the performance of portfolio companies for returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · June 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $739M | $373M | $0.58 |
| Q1 FY2026 | $692M | $39M | $0.06 |
| Q4 FY2025 | $765M | $165M | $0.26 |
| Q3 FY2025 | $692M | $108M | $0.16 |
Q2 FY2026 · filed 30 Jun 2026 · Financial Modeling Prep
Based on FMP financials and quantitative analysis · Converted to USD from SEK at today's rate
IVTBF Latest News
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Investment AB Latour (FRA:18LB) (Q2 2026) Earnings Call Highlights: Record Order Backlog and ...
Yahoo! Finance: IVTBF News · Aug 19, 2026
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Investment AB Latour (publ) (IVTBF) Q2 2026 Earnings Call Transcript
seekingalpha.com · Aug 19, 2026
IVTBF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for IVTBF.
Price Targets
Wall Street price target analysis for IVTBF.
IVTBF MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for IVTBF; grades run from A+ (80-100) to F (below 30).
Leadership: Johan Hjertonsson
CEO
Johan Hjertonsson has extensive experience in the financial services industry, having held various leadership roles prior to becoming CEO of Investment AB Latour (publ). He holds a degree in Business Administration and has a strong track record in investment management and strategic planning. Johan has been instrumental in driving the company's growth and enhancing its investment strategies.
Track Record: Under Johan's leadership, Investment AB Latour has successfully expanded its portfolio and improved operational efficiencies. His strategic decisions have led to a significant increase in the company's market cap and overall financial performance.
IVTBF OTC Market Information
The OTC Other tier indicates that Investment AB Latour (publ) trades on the over-the-counter market, which typically involves less stringent reporting requirements compared to major exchanges like NYSE or NASDAQ. This can result in lower visibility and potentially higher risks for investors.
- OTC Tier: OTC Other
- Lower liquidity compared to major exchanges may affect trading.
- Less stringent reporting requirements could lead to information asymmetry.
- Potential for higher volatility in share price due to lower trading volumes.
- Regulatory risks associated with OTC trading.
- Review recent financial statements and performance metrics.
- Assess the company's portfolio and investment strategy.
- Evaluate the management team's track record and expertise.
- Monitor market conditions and economic factors affecting the industry.
- Verify compliance with applicable regulations and reporting standards.
- Established history since 1984, indicating stability.
- Active engagement with portfolio companies through board participation.
- Strong financial performance metrics, enhancing credibility.
- Reputation in the Swedish market as a trusted investment firm.
What Investors Ask About Investment AB Latour (publ) (IVTBF) — Financial Services
Is IVTBF a good stock?
Stock Expert AI does not rate IVTBF buy, sell or hold. Investment AB Latour (publ) has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about IVTBF stock?
Analysts generally view Investment AB Latour (publ) positively, noting its strong financial performance and disciplined investment strategy. Key metrics such as a P/E ratio of 19.67 and a profit margin of 16.1% indicate a solid foundation for future growth.
What are the key factors to evaluate for IVTBF?
Evaluate IVTBF on fundamentals, analyst consensus, and risk factors. P/E: 19.67x vs the S&P 500's ~20-25x. The firm targets companies with a strong potential for growth, aiming for an average annual growth rate of 10%. Not financial advice.
How frequently does IVTBF data refresh on this page?
IVTBF's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven IVTBF's recent stock price performance?
Investment AB Latour (publ) (IVTBF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong financial performance metrics, including a profit margin of 16.1%. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IVTBF overvalued or undervalued right now?
Investment AB Latour (publ) (IVTBF) trades at 19.67x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of IVTBF?
Yes, most major brokerages offer fractional shares of Investment AB Latour (publ) (IVTBF) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track IVTBF's earnings and financial reports?
Investment AB Latour (publ) (IVTBF) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for IVTBF earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial metrics are based on the latest available data.