Nokia Corporation $NOK Shares Acquired by Folketrygdfondet

Folketrygdfondet raised its holdings in Nokia Corporation (NYSE:NOK) by 66.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,380,530 shares of the technology company’s stock after buying an additional 6,950,487 shares during the quarter. Nokia accounts for about 2.0% of Folketrygdfondet’s investment portfolio, making the stock its 7th largest position. Folketrygdfondet owned about 0.32% of Nokia worth $83,600,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Evergreen Capital Management LLC grew its stake in shares of Nokia by 5.0% in the third quarter. Evergreen Capital Management LLC now owns 44,984 shares of the technology company’s stock worth $216,000 after acquiring an additional 2,152 shares during the last quarter. Ellevest Inc. boosted its holdings in Nokia by 23.0% in the 2nd quarter. Ellevest Inc. now owns 14,722 shares of the technology company’s stock valued at $76,000 after purchasing an additional 2,754 shares during the period. GAMMA Investing LLC grew its position in Nokia by 15.9% in the 2nd quarter. GAMMA Investing LLC now owns 21,203 shares of the technology company’s stock worth $110,000 after purchasing an additional 2,901 shares during the last quarter. M&T Bank Corp raised its position in shares of Nokia by 4.6% during the second quarter. M&T Bank Corp now owns 66,591 shares of the technology company’s stock valued at $345,000 after buying an additional 2,930 shares during the last quarter. Finally, PDS Planning Inc lifted its stake in shares of Nokia by 8.7% in the second quarter. PDS Planning Inc now owns 37,310 shares of the technology company’s stock valued at $193,000 after buying an additional 2,998 shares during the period. 5.28% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently issued reports on NOK shares. Northland Securities set a $7.50 price target on Nokia in a research note on Friday, October 24th. Wall Street Zen cut Nokia from a “buy” rating to a “hold” rating in a research report on Sunday, November 30th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Nokia in a research report on Wednesday, October 15th. Morgan Stanley raised shares of Nokia from an “equal weight” rating to an “overweight” rating in a report on Thursday, January 15th. Finally, Citigroup reaffirmed a “sell” rating on shares of Nokia in a report on Friday, January 23rd. Eight analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $6.77.

Nokia News Summary

Here are the key news stories impacting Nokia this week:

• Positive Sentiment: Revenue and top-line beat — Nokia reported healthy Q4 revenue growth, driven by Network Infrastructure and stronger AI/cloud customer demand, beating consensus on sales which supports the company’s growth story. Nokia Q4 Earnings Beat Estimates on Healthy Top-Line Growth
• Positive Sentiment: AI/cloud momentum and strategic partnerships — Management highlighted rising sales to AI and data-center customers and partnerships (including NVIDIA-related initiatives) that position Nokia to capture AI-RAN and data-center connectivity demand. Nokia Reports Jump In Sales From AI And Cloud Customers
• Positive Sentiment: Edge-AI and ecosystem deals expanding addressable market — Nokia announced partnerships (e.g., with Blaize) that broaden its edge-AI offering and reinforce its positioning outside traditional telco spending. Nokia Partners with Blaize on Edge AI
• Neutral Sentiment: Reorg and reporting changes — Nokia provided recast comparative segment results reflecting a new two-segment operating structure effective 1 Jan 2026; this clarifies reporting but investors will watch execution on the new structure. Nokia provides recast comparative segment results for 2025 and 2024 reflecting new operating and financial reporting structure
• Neutral Sentiment: Analyst stance and institutional activity — Recent analyst coverage skews constructive (moderate buy/overweight ratings) and institutions have been both adding and trimming positions; these flows can amplify moves but aren’t a clear directional signal. Nokia Corporation (NOK) Releases Q4 2025 Earnings: Revenue Up but EPS and Operating Profit Down
• Negative Sentiment: Margins and earnings weakened — Despite revenue strength, operating profit and EPS fell year-over-year (cost of sales rose materially), and net income declined — putting pressure on valuation and near-term profitability expectations. Nokia Corporation (NOK) Releases Q4 2025 Earnings: Revenue Up but EPS and Operating Profit Down
• Negative Sentiment: Softer guidance and investor reaction — Some commentary/updates after the quarter were interpreted as softer guidance, prompting profit-taking despite the beat. Nokia falls after softer guidance despite Q4 beat
• Negative Sentiment: Broader market sell-off in AI-related names amplified the move — A sweeping pullback in the market’s top AI stocks entrained Nokia shares today, adding to company-specific concerns. Why Is Nokia Stock Down 8 Today?
• Negative Sentiment: Governance change — The Nokia chair announced plans to step down, a development some investors view as an added near-term distraction. Nokia chair to step down, AI push supports Q4 profit

Nokia Stock Down 7.8%

Shares of NYSE NOK opened at $6.29 on Friday. Nokia Corporation has a 52-week low of $4.00 and a 52-week high of $8.19. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.23 and a current ratio of 1.48. The business has a fifty day moving average of $6.41 and a two-hundred day moving average of $5.56. The stock has a market cap of $36.09 billion, a PE ratio of 34.92 and a beta of 0.77.

Nokia (NYSE:NOK) last posted its earnings results on Thursday, January 29th. The technology company reported $0.19 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.02. Nokia had a net margin of 4.65% and a return on equity of 8.24%. The business had revenue of $7.19 billion for the quarter, compared to analyst estimates of $6.10 billion. As a group, equities research analysts expect that Nokia Corporation will post 0.34 earnings per share for the current fiscal year.

Nokia Company Profile

Nokia Corporation, headquartered in Espoo, Finland, is a global telecommunications and technology company with roots dating back to 1865. Over its long history the company moved from forestry and cable operations into electronics and telecommunications, becoming widely known in the 1990s and 2000s for its mobile phones. In recent years Nokia refocused its business toward network infrastructure, software and technology licensing, and research and development, following the divestiture of its handset manufacturing business and the acquisition of Alcatel‑Lucent in 2016, which brought Bell Labs into its portfolio.

Today Nokia’s core activities center on designing, building and supporting communications networks and related software.