ERICSSON LM TELEPHONE CO
boothcheck covers ERICSSON LM TELEPHONE CO (ERIC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• The durable asset is not the equipment but the standards position behind it: the 20-F states that ⟦"Our patent portfolio comprises more than 60,000 granted patents, which are licensed globally on fair, reasonable and nondiscriminatory terms to the users of our technology."⟧ • The same filing reports that roughly half of the world's mobile 5G traffic outside China rides on Ericsson radio networks, which is market position of a kind very few industrial companies can claim. • The buyer set is the
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366 institutional managers reported holding ERIC in 13F filings for the quarter ended 2026-03-31. Together they hold about 9% of the company; the top 10 hold 7%. 57 opened new positions that quarter. Held by Acadian Asset Management, PRIMECAP Management, Arrowstreet Capital, among others. On the short side, 50.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ERIC's share count is about flat over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting), raised 7 years straight. Cash returned over the past three years: $2.66B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.