Update shared on 24 Nov 2025
Fair value Increased 0.67%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.
What's in the News
- Mitsubishi UFJ Financial Group (MUFG), together with JPMorgan Chase, is leading a roughly $38 billion debt package to fund Oracle-connected data centers in Wisconsin and Texas. (Bloomberg)
- Berkshire Hathaway recently increased its stake in Mitsubishi UFJ Financial Group to 10.23%, up from 9.74%. (Reuters)
- MUFG raised its year-end dividend guidance for the fiscal year ending March 31, 2026, to ¥39.00 per share, up from the previous forecast of ¥35.00 per share.
- The company announced a second-quarter dividend of ¥35.00 per share for the period ending September 30, 2025, compared to ¥25.00 per share paid a year ago.
- There are conflicting reports about a potential acquisition of a 20% stake in Shriram Finance by MUFG, with Shriram Finance denying the rumors.
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from ¥2,452.73 to ¥2,469.09.
- Discount Rate has fallen moderately, from 9.39% to 9.10%.
- Revenue Growth expectations have softened, decreasing from 5.83% to 5.37%.
- Net Profit Margin is expected to improve, rising from 38.09% to 38.96%.
- Future P/E ratio is forecast to decline, moving from 14.00x to 13.46x.
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.