ASR Nederland N.V. (ASRNLa)

ASR Nederland’s first half of fiscal 2026 results, reported on Aug. 19, came in line with consensus on adjusted EPS, with adjusted EPS of EUR 2.72 matching the EUR 2.72 estimate, while net income rose 522.3% to about EUR 809 million from EUR 130.0 million a year ago. Revenue came to about EUR 10.3 billion, with operating income of about EUR 1.1 billion and operating margin near 10%, and the company paid EUR 431.0 million in dividends. For the first half, the bottom line was supported by the higher net income level, while the earnings comparison itself stayed flat versus expectations. Looking ahead, consensus for the next period calls for EPS of EUR 2.72.