Update shared on 08 Dec 2025
Fair value Increased 0.037%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.
- Discount Rate decreased significantly from about 9.10 percent to 6.21 percent, indicating a lower assessed cost of equity and risk profile.
- Revenue Growth Assumption edged down modestly from roughly 5.37 percent to 5.11 percent, suggesting slightly more conservative top line expectations.
- Net Profit Margin improved marginally from about 38.96 percent to 39.11 percent, pointing to a small upgrade in long term profitability assumptions.
- Future P/E Multiple was reduced meaningfully from approximately 13.46x to 12.28x, implying a lower valuation multiple applied to projected earnings.
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