Shared on 10 Dec 25

Fair value Decreased 49%

8473: Dividend Increase And Buyback Will Support Capital Returns And Stability

Analysts have reduced their fair value estimate for SBI Holdings to ¥3,323, roughly half its previous level, while still pointing to slightly faster expected revenue growth, a modestly stronger profit margin, and a marginally higher future P/E multiple as support for the new target. What's in the News The board has approved a new share repurchase program of 10,000,000 shares (3.09% of outstanding shares), for up to ¥50 billion, running through March 31, 2026, to enhance capital efficiency (Board resolution, Nov 21, 2025).

Shared on 26 Nov 25

8473: Dividend Increase And Share Buyback Are Expected To Support Stability

Narrative Update on SBI Holdings: Analyst Price Target Change Analysts have maintained their fair value estimate for SBI Holdings at ¥6,538. This reflects consistent views on the company’s revenue growth, profit margin, and discount rate.

Shared on 08 Nov 25

Fair value Increased 3.91%

8473: Dividend Increase And Stock Split Are Expected To Drive Steady Performance

Analysts have raised their price target for SBI Holdings from ¥6,292 to ¥6,538. They cited updates to financial projections, including a slightly higher profit margin and revised estimates for revenue growth and valuation multiples.

Shared on 25 Oct 25

Fair value Increased 5.75%

Analysts have raised their price target for SBI Holdings from ¥5,950 to ¥6,292. This change reflects increased optimism due to higher projected revenue growth and slightly improved profit margins.

Shared on 18 Sep 25

Fair value Increased 2.16%

The slight increase in SBI Holdings’ Analyst Price Target appears driven by an improved valuation profile, as reflected in a lower forward P/E multiple, while growth forecasts remain stable, lifting fair value to ¥5,950. What's in the News SBI Holdings concluded a strategic capital and business alliance agreement with THE TOHOKU BANK to drive regional revitalization, enhance local asset building, and support DX (digital transformation) initiatives, including the provision of financial services and establishment of a joint fund for local businesses.

Shared on 07 Aug 25

Fair value Increased 0.34%

SBI Holdings’ future P/E multiple has declined, indicating improved valuation despite flat revenue growth forecasts, while the consensus analyst price target remains unchanged at ¥5804. What's in the News SBI Holdings resolved to distribute a year-end dividend of JPY 140 per share for FY ended March 31, 2025, up from JPY 120 per share previously, with total payouts of JPY 42,423 million from retained earnings.

Shared on 30 Jul 25

Fair value Increased 13%

Upward revisions to both revenue growth and net profit margin forecasts have driven an increase in SBI Holdings' fair value estimate, as reflected by the consensus analyst price target rising from ¥5,122 to ¥5,444. What's in the News SBI Holdings completed a private placement transaction.

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.27%

AnalystConsensusTarget has decreased revenue growth from 1.3% to 1.0%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.09%

AnalystConsensusTarget has decreased revenue growth from 1.7% to 1.3%.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 13%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 1.7%.

Share Exchange And Regional Alliances Will Support Earnings Momentum Ahead

8473: Dividend Increase And Buyback Will Support Capital Returns And Stability

8473: Dividend Increase And Share Buyback Are Expected To Support Stability

8473: Dividend Increase And Stock Split Are Expected To Drive Steady Performance

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