Betting on Their Own Business: Lifco Executives’ Bold Insider Moves
Sweden’s Lifco AB (LIFCOB:SS) stands out for its unique approach: building value by acquiring and nurturing market-leading niche businesses. Operating across three segments - Dental, Demolition & Tools, and Systems Solutions - Lifco today brings together over 250 subsidiaries across 34 countries with a market capitalization of around SEK 151.73 billion (USD 15.54 billion).
The Insider Buying Surge
In mid-July 2025, Lifco AB’s leadership made decisive insider purchases following the company’s Q2 earnings release. CEO Per Waldemarson led the way, acquiring 40,000 B-shares at around SEK 365.66, for a total investment of roughly SEK 14.6 million (USD 1.53 million). Alongside him, other insiders like Karl Jonas Redin, Dan Frohm, and Martin Roland Linder also made purchases.
Together, Lifco’s top insiders purchased more than 48,000 shares, investing close to SEK 17.6 million (USD 1.84 million) in just two days. Coming right after a drop in share price, these coordinated trades send a clear signal of confidence from those who know the company best.
What These Insiders See
The timing and scale of these purchases strongly suggest that Lifco’s top leadership views the recent dip in share price as temporary and sees sustained long-term value. CEO Per Waldemarson’s substantial investment stands out as a particularly powerful public statement, underscoring his belief in the group’s fundamentals and future growth. Senior executives like Karl Jonas Redin and Martin Linder, who are directly involved in daily operations, also added to their stakes, reflecting confidence in the company’s resilience.
These coordinated moves came immediately after the release of Lifco’s Q2 results, which had triggered a share price decline. Their willingness to buy during that moment, when external sentiment turned cautious, suggests management sees the market reaction as an overreaction and remains committed to Lifco’s long-term strategy.
Recent Financial and Market Updates
Lifco’s Q2 2025 report showed net sales rising by 3.2% to SEK 6.94 billion, supported primarily by acquisitions, while organic growth was modest at +0.5%. The EBITA margin narrowed slightly to 22.5%, falling short of market expectations and raising concerns among some analysts. Following the earnings release, Lifco’s share price dropped about 9%, though it recovered part of the loss in subsequent trading.
Earlier this year, Lifco declared a dividend of SEK 2.40 per share, reflecting its continued focus on shareholder returns. Strategically, the company completed seven acquisitions in the first half of 2025, three in the Dental segment and four in Systems Solutions, strengthening its portfolio of specialized businesses.
While broader macroeconomic challenges continue to test many industrial groups, insider activity at Lifco offers a different perspective. The recent buying spree shows that those with the deepest insight into the business are choosing to invest further rather than step back.
