Update shared on 08 Nov 2025
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.
What's in the News
- Mitsubishi UFJ Financial Group and JPMorgan Chase are leading a $38 billion debt package to fund data centers connected to Oracle in Wisconsin and Texas (Bloomberg).
- Several banks, including MUFG, have already committed to financing a $23 billion loan for a Texas campus as part of the broader Oracle data center deal (Bloomberg).
- Berkshire Hathaway has increased its stake in Mitsubishi UFJ Financial Group to 10.23 percent from 9.74 percent, according to a recent market disclosure (Reuters).
- Berkshire Hathaway also raised its stake in Mitsui & Co, as confirmed by the company, though the percentage was not specified (Reuters).
Valuation Changes
- Fair Value Estimate remains essentially unchanged at ¥2,453.
- Discount Rate has decreased slightly from 9.68% to 9.39%.
- Revenue Growth forecast has been revised downward from 6.72% to 5.83%.
- Net Profit Margin is expected to improve, rising from 37.14% to 38.09%.
- The future P/E ratio forecast has edged down marginally from 14.12x to 14.00x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.