Update shared on 08 Nov 2025
Fair value Increased 3.91%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.
What's in the News
- The board of directors will meet on October 31, 2025, to consider an interim dividend for the fiscal year ending March 31, 2026 (Company filing).
- Dividend per share for the second quarter of fiscal 2026 has increased to JPY 40.00, up from JPY 30.00 a year earlier (Company announcement).
- The board resolved on October 31, 2025, to implement a stock split and amend the Articles of Incorporation (Company filing).
- SBI Holdings concluded a strategic capital and business alliance agreement with THE TOHOKU BANK, LTD. to enhance regional revitalization and support local businesses (Company press release).
- A board meeting on August 20, 2025, addressed a partial share exchange plan to make SBI Holdings the parent company in the transaction (Company filing).
Valuation Changes
- The consensus analyst price target has risen slightly from ¥6,292 to ¥6,538.
- The discount rate has increased marginally from 11.02% to 11.1%.
- The revenue growth projection has fallen significantly from 3.52% to 0.43%.
- The net profit margin is expected to rise modestly from 10.83% to 11.38%.
- The future P/E ratio estimate has increased from 14.00x to 18.81x.
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.