Loading...
Back to narrative

8411: Buyback And Higher Dividend Will Support Cautious Longer-Term Returns

8411: Share Buyback And Improved Projections Will Support Fair Value Outlook

8411 logo
8411
AnalystConsensusTarget
Not Invested
Published 05 Jan 2025

Update shared on 14 Dec 2025

Fair value Increased 1.87%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
50.3%
7D
0.8%

Analysts have modestly raised their price target on Mizuho Financial Group to approximately ¥5,435 from about ¥5,335, citing slightly lower discount rates, a marginally improved profit margin outlook, and a higher expected future price to earnings multiple.

What's in the News

  • Mizuho Financial Group announced a new share repurchase program of up to 60,000,000 shares, or about 2.41% of its issued share capital, for ¥200,000 million, with all repurchased shares to be cancelled and the program running until February 28, 2026 (Key Developments).
  • The Board of Directors authorized this latest buyback plan at a meeting held on November 14, 2025, as part of its broader capital management strategy (Key Developments).
  • The company raised its earnings guidance for the year ending March 31, 2026, now expecting profit attributable to owners of the parent to reach ¥1,130,000 million and earnings per share of common stock of ¥453.49 (Key Developments).
  • Mizuho increased its second quarter dividend for the period ended September 30, 2025 to ¥72.50 per share, up from ¥65.00 a year earlier, with payment scheduled to commence on December 5, 2025 (Key Developments).

Valuation Changes

  • The Fair Value Estimate has risen slightly, increasing from approximately ¥5,335.45 to about ¥5,435.45 per share.
  • The Discount Rate has fallen marginally, moving from around 6.22% to about 6.21%, reflecting a modest change in perceived risk.
  • The Revenue Growth assumption remains effectively unchanged, staying near minus 1.34%.
  • The Net Profit Margin has risen slightly, improving from roughly 32.90% to about 33.03%.
  • The future P/E multiple has increased modestly, moving from about 12.19x to approximately 12.37x.

Have other thoughts on Mizuho Financial Group?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.