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DSV A/S (DSDVY) Shareholder/Analyst Call Transcript

DSV A/S remains a Buy, with a $329.49 price target and 33% upside, despite uninspiring 2026 guidance. Schenker integration is progressing ahead of schedule, driving significant synergies and positioning DSV for post-cycle earnings rebound. Challenging market conditions have pressured operating margins, but M&A strategy and cost efficiencies support long-term growth and margin recovery.

Oakmark Global All Cap Strategy portfolio's return was 4.99% (net) for the reporting period vs. MSCI World Index that returned 3.12% for the same period. Contributors in the quarter were DSV, IQVIA Holdings and Samsung Electronics Pfd. Detractors in the quarter were Alibaba Group, CNH Industrial and Dassault Systemes.

Shares of DSV A/S (OTCMKTS:DSDVF - Get Free Report) dropped 0.3% during mid-day trading on Wednesday. The stock traded as low as $293.50 and last traded at $297.0480. Approximately 7,726 shares were traded during mid-day trading, an increase of 306% from the average daily volume of 1,905 shares. The stock had previously closed at

Oakmark International Strategy Q4 2025 Contributors And Detractors