Shared on 02 May 26

Fair value Increased 0.27%

8306: Buybacks And Leadership Changes Will Support Balanced Medium Term Outlook

Analysts have nudged their price target for Mitsubishi UFJ Financial Group slightly higher to around ¥3,068 from ¥3,060, reflecting modest adjustments to fair value estimates, discount rate assumptions, and forward P/E expectations. What's in the News MUFG Securities Americas Inc.

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Shared on 02 Apr 26

Fair value Increased 18%

8306: Leadership Shift And Buybacks Will Support Stronger Future Upside

The analyst price target for Mitsubishi UFJ Financial Group has been raised from ¥2,596 to ¥3,060, with analysts pointing to updated assumptions for revenue growth, profit margin, discount rate and future P/E as the key drivers of this change. What's in the News A board meeting is scheduled for March 5, 2026, to consider changes in Representative Corporate Executives, which could affect the senior leadership mix at Mitsubishi UFJ Financial Group (Key Developments).

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Shared on 20 Jan 26

Fair value Increased 4.20%

8306: Buybacks And Higher Dividends Will Mask Limited Future Upside

Analysts have raised their fair value estimate for Mitsubishi UFJ Financial Group from ¥2,491.82 to ¥2,596.36, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth, a higher profit margin, and a marginally higher future P/E. What's in the News MUFG Securities Americas, Inc.

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Shared on 06 Jan 26

Fair value Increased 0.88%

8306: Buybacks, Higher Dividends And Leadership Changes Will Support Steady Outlook

Analysts have nudged their price target for Mitsubishi UFJ Financial Group higher to ¥2,491.82 from ¥2,470, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E that slightly adjust their overall outlook on the stock. What's in the News Mitsubishi UFJ Financial Group completed a share repurchase tranche, buying 47,059,100 shares, or 0.41% of shares, for ¥115,292.29 million under the buyback announced on November 14, 2025.

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Shared on 08 Dec 25

Fair value Increased 0.037%

8306: Buybacks And Dividend Increases Will Shape Moderate Forward Performance

Analysts have modestly raised their price target on Mitsubishi UFJ Financial Group to approximately ¥2,470, citing a lower perceived cost of equity, slightly more conservative revenue growth assumptions, a marginally higher expected profit margin, and a reduced forward P/E multiple. What's in the News Board meeting scheduled for November 14, 2025, with an agenda focused on discussing a potential common stock repurchase (company event filing) Board authorizes a new share buyback plan, including the repurchase of 130,000,000 shares, or 1.14% of outstanding shares, for ¥250,000 million, with all repurchased shares to be cancelled and the program running until February 27, 2026 (company announcement) Earnings guidance for the year ending March 31, 2026 raised, with profits attributable to owners of parent now targeted at ¥2,100 billion, up from ¥2,000 billion, driven by stronger customer business performance and higher equity-method earnings from Morgan Stanley (guidance revision) Year end dividend guidance for fiscal 2026 increased from ¥35.00 to ¥39.00 per share, lifting the forecast annual dividend to ¥74.00 per share, reflecting a policy of stable, sustainable dividend growth and a target payout ratio of about 40% (dividend guidance update) Dividend for the second quarter ended September 30, 2025 set at ¥35.00 per share, up from ¥25.00 a year earlier, with payment on December 5, 2025 (dividend announcement) Valuation Changes Fair Value Estimate increased slightly from approximately ¥2,469.09 to ¥2,470.00 per share, reflecting a marginal upward revision in intrinsic valuation.

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Shared on 24 Nov 25

Fair value Increased 0.67%

8306: Debt Financing Initiatives And Stake Accumulation Will Influence Forward Performance

Analysts have modestly raised their price target for Mitsubishi UFJ Financial Group from ¥2,453 to ¥2,469. They cite improved profit margins and a lower discount rate, despite expectations for slightly slower revenue growth.

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Shared on 08 Nov 25

8306: Recent Debt Financing And Stake Increase Will Shape Outlook

Analysts have adjusted their price target for Mitsubishi UFJ Financial Group to ¥2,453. This reflects updated expectations based on slightly lowered revenue growth estimates and a modest improvement in profit margins.

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Shared on 25 Oct 25

Narrative Update on Mitsubishi UFJ Financial Group Analysts have maintained the fair value estimate for Mitsubishi UFJ Financial Group at ¥2,452.73. Only minor adjustments have been made to supporting assumptions, reflecting continued confidence in the company's growth and profitability outlook.

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Shared on 11 Oct 25

Fair value Increased 4.57%

Analysts have raised their price target for Mitsubishi UFJ Financial Group by approximately ¥107. They attribute this upward adjustment to increased revenue growth expectations, a slight improvement in projected profit margins, and updated discount rate assumptions.

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Shared on 27 Sep 25

Fair value Increased 1.22%

Driven primarily by a modest reduction in the discount rate, Mitsubishi UFJ Financial Group's consensus price target saw a marginal increase from ¥2317 to ¥2345. What's in the News Mitsubishi UFJ Financial Group (MUFG) and JPMorgan are leading a $38B debt financing package for data centers linked to Oracle in Wisconsin and Texas, expanding upon an earlier $23B loan for a Texas campus (Bloomberg, 2025-09-04).

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Shared on 27 Aug 25

Fair value Increased 2.21%

Despite consensus revenue growth forecasts declining slightly, Mitsubishi UFJ Financial Group’s future P/E ratio has edged higher, supporting a modest increase in analyst fair value from ¥2267 to ¥2308. What's in the News MUFG reaffirmed its earnings guidance, targeting JPY 2,000.0 billion in profits attributable to owners for the fiscal year ending March 31, 2026.

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Shared on 01 May 25

Fair value Decreased 19%

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Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 31%

AnalystConsensusTarget has increased revenue growth from -0.5% to -0.4%.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 12 Mar 25

Fair value Decreased 5.01%

AnalystConsensusTarget has decreased revenue growth from 0.8% to -0.5% and increased discount rate from 9.3% to 10.7%.

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Earnings Stability And Buyback Activity Will Drive Confidence Amid Expanding Debt Initiatives

8306: Buybacks And Leadership Changes Will Support Balanced Medium Term Outlook

8306: Leadership Shift And Buybacks Will Support Stronger Future Upside

8306: Buybacks And Higher Dividends Will Mask Limited Future Upside

8306: Buybacks, Higher Dividends And Leadership Changes Will Support Steady Outlook

8306: Buybacks And Dividend Increases Will Shape Moderate Forward Performance

8306: Debt Financing Initiatives And Stake Accumulation Will Influence Forward Performance

8306: Recent Debt Financing And Stake Increase Will Shape Outlook

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