TietoEVRY Oyj: Shareholder Nomination Board Proposals and Outlook for 2026

TietoEVRY Oyj, a leading provider of information‑technology services, announced on 15 January 2026 that the Shareholder Nomination Board will submit a series of proposals to the company’s upcoming Annual General Meeting (AGM). The proposals, released through both the company’s own press channel and the NASDAQ OMX Nordic website, outline key governance matters and outline the Board’s stance on strategic initiatives.

AGM Proposals

The Shareholder Nomination Board’s submission includes:

  1. Election of Board Members – Candidates proposed for the forthcoming board term, along with a brief justification of their fit with TietoEVRY’s long‑term strategy.
  2. Executive Compensation Framework – Recommendations on remuneration policy, performance targets, and alignment with shareholder interests.
  3. Strategic Direction – The Board’s perspective on the firm’s focus areas, such as cloud transformation, artificial intelligence tooling, and managed services.
  4. Corporate Governance Practices – Suggested improvements to transparency, risk management, and stakeholder engagement.

These proposals are intended to guide discussion and voting at the AGM, ensuring that shareholders have a clear view of the Board’s priorities for the coming year.

Transition Outlook

A sector analysis published by Morgan Stanley on 12 January 2026 characterises the year 2026 as a “transition year” for TietoEVRY. The analysis highlights several factors driving this assessment:

  • Mature Service Portfolio – TietoEVRY’s core offerings in software engineering and digitalisation are entering a mature phase, prompting a reassessment of growth drivers.
  • Competitive Landscape – Intensifying competition in cloud and AI services necessitates strategic repositioning.
  • Regulatory and Market Dynamics – Evolving data‑privacy regulations and the global shift toward hybrid cloud infrastructures present both challenges and opportunities.

Morgan Stanley’s view suggests that TietoEVRY will need to refine its service mix, accelerate digital transformation initiatives, and potentially explore strategic partnerships or acquisitions to sustain momentum.

Market Context

While TietoEVRY’s stock price hovered around €18.97 on 13 January 2026, the company’s market cap remains robust at approximately €2.2 billion. The firm’s 52‑week range—€14.22 to €20.12—underscores its volatility but also its resilience in a competitive sector.

Conclusion

The AGM proposals from the Shareholder Nomination Board provide a roadmap for governance and strategic direction, while the Morgan Stanley analysis frames 2026 as a pivotal year of transition. Investors and stakeholders will likely monitor how the Board’s recommendations align with the broader market expectations and the firm’s long‑term ambitions in cloud, AI, and digital services.