Shared on 05 Dec 25

Fair value Increased 8.87%

8031: Buybacks And Dividend Policy Will Support Measured Outlook Going Forward

Analysts have raised their price target on Mitsui, lifting fair value by roughly ¥360 per share to about ¥4,440, citing modestly higher expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui revised its consolidated earnings guidance for the year ending March 31, 2026, lifting expected profit attributable to owners of the parent to JPY 820 billion from JPY 770 billion, or JPY 285.24 per basic share (Corporate guidance).

Shared on 21 Nov 25

8031: Share Buyback Program And Institutional Interest Will Shape Steady Outlook

Analysts have maintained their price target for Mitsui at ¥4,076, citing steady financial projections and minor adjustments to key valuation assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui, with the company confirming the change but not stating a new percentage (Reuters).

Shared on 07 Nov 25

Fair value Increased 1.66%

8031: Future Developments Will Reflect Steady Performance and Heightened Institutional Interest

Narrative Update on Mitsui: Analyst Price Target Revision Analysts have raised their price target for Mitsui from ¥4,010 to approximately ¥4,077. This revision is based on adjustments to discount rates and expected margins, which more than offset slightly lowered revenue growth projections.

Shared on 24 Oct 25

Analysts have maintained Mitsui's fair value estimate at ¥4,010, citing stable underlying financial metrics and minor changes to their revenue growth and profitability assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui & Co., solidifying confidence from major international investors (Reuters).

Shared on 10 Oct 25

Fair value Increased 3.30%

Narrative Update: Mitsui Analyst Price Target Revised Upward Analysts have raised Mitsui's price target from ¥3,881.82 to ¥4,010.00. They cite improvements in profit margin and a slightly lower discount rate as key factors supporting the upward revision.

Shared on 26 Sep 25

Fair value Increased 1.54%

Mitsui’s analyst price target saw only a marginal increase, supported by stable discount rate and net profit margin assumptions, resulting in a new fair value of ¥3,882. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co., with the change in holding confirmed by Mitsui, though no updated percentage was provided.

Shared on 11 Sep 25

Fair value Increased 5.67%

Despite a notable decrease in consensus revenue growth forecasts, Mitsui's consensus price target has been revised upward from ¥3,618 to ¥3,823, likely reflecting improved market sentiment and a higher future P/E multiple. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co, though the specific ownership percentage was not disclosed by the company (Reuters).

Shared on 27 Aug 25

Fair value Increased 1.52%

Mitsui's consensus Analyst Price Target saw a marginal increase to ¥3618, with valuation metrics such as Future P/E and Net Profit Margin remaining largely unchanged, indicating little shift in the company's perceived fair value. What's in the News Mitsui & Co. is participating as a partner in a consortium, led by BHP, that is investigating carbon capture utilization and storage (CCUS) opportunities across China, alongside major industry players such as ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, and Chevron (Bloomberg).

Shared on 01 May 25

Fair value Decreased 1.64%

Shared on 23 Apr 25

Fair value Increased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.87%

AnalystConsensusTarget has increased revenue growth from 0.0% to 0.1%.

Shared on 02 Apr 25

Fair value Increased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 3.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.72%

Shared on 12 Mar 25

Fair value Increased 5.76%

AnalystConsensusTarget has increased revenue growth from -1.9% to -2.5% and increased discount rate from 6.7% to 7.4%.

Confidence From Global Investors And Low-Carbon Focus Will Shape Cleaner Energy Future

8031: Buybacks And Dividend Policy Will Support Measured Outlook Going Forward

8031: Share Buyback Program And Institutional Interest Will Shape Steady Outlook

8031: Future Developments Will Reflect Steady Performance and Heightened Institutional Interest

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