Shared on 23 Feb 26

Fair value Increased 1.10%

8473: Buybacks And Tokenized Securities Platform Will Support Future Capital Returns Stability

Analysts have nudged their 12 month price target for SBI Holdings up from ¥3,645 to ¥3,685, reflecting updated assumptions around a slightly lower discount rate, softer revenue growth and profit margins, and a higher future P/E multiple of 39.71x. What's in the News SBI Holdings reported progress on its share buyback program, repurchasing 7,784,300 shares for ¥25,974.48 million between November 21, 2025 and December 31, 2025 under the buyback announced on November 21, 2025 (Key Developments).

2 views

Shared on 25 Jan 26

Fair value Increased 9.69%

8473: Dividend Growth And Buybacks Will Support Future Capital Returns Stability

Narrative Update on SBI Holdings Analysts have raised their fair value estimate for SBI Holdings from ¥3,323 to ¥3,645. They cite adjustments to long term revenue growth assumptions, a slightly higher profit margin outlook at 11.92%, and a higher future P/E of 21.38x, while keeping the discount rate steady at 11.1%.

0 views

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).

2 views

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.

4 views

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.

5 views

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.

3 views

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.

0 views

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.

0 views

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.

0 views

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 17 Apr 25

Fair value Increased 0.27%

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

2 views

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 02 Apr 25

Fair value Increased 7.09%

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

0 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 19 Mar 25

Fair value Increased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 12 Mar 25

Fair value Decreased 13%

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

0 views

Share Exchange And Regional Alliances Will Support Earnings Momentum Ahead

8473: Buybacks And Tokenized Securities Platform Will Support Future Capital Returns Stability

8473: Dividend Growth And Buybacks Will Support Future Capital Returns Stability

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

Shared on 25 Oct 25

Shared on 18 Sep 25

Shared on 07 Aug 25

Shared on 30 Jul 25

Shared on 01 May 25

Shared on 23 Apr 25

Shared on 17 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 12 Mar 25