Update shared on 10 Nov 2025
Fair value Increased 7.12%Narrative Update on Nomura Holdings
Analysts have raised their price target for Nomura Holdings from ¥1,082.86 to ¥1,160.00, citing a significant increase in expected revenue growth as the primary rationale for the upward revision.
What's in the News
- Nomura Holdings announces an increased dividend of JPY 27 per share for shareholders as of September 30, 2025. This is up from JPY 23 per share the previous year. The payment date is December 1, 2025 (Key Developments).
Valuation Changes
- Fair Value: Increased from ¥1,082.86 to ¥1,160.00, reflecting a higher assessment of Nomura Holdings' intrinsic worth.
- Discount Rate: Decreased slightly from 8.12% to 8.08%, indicating marginally lower perceived risk or cost of capital.
- Revenue Growth: Projected revenue growth rose substantially from 4.89% to 32.97%.
- Net Profit Margin: Edged down from 17.01% to 16.57%.
- Future P/E: Increased mildly from 12.06x to 12.60x, suggesting a higher valuation relative to projected earnings.
Disclaimer
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