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Update shared on17 Jul 2025

Fair value Decreased 6.11%
AnalystConsensusTarget's Fair Value
JP¥998.75
1.6% undervalued intrinsic discount
17 Jul
JP¥982.40
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1Y
5.4%
7D
6.1%

Nomura Holdings' consensus price target was reduced from ¥1064 to ¥999, as a higher projected revenue growth rate was offset by a significantly lower future P/E multiple, leading analysts to revise the stock’s fair value downward.


What's in the News


  • Completed repurchase of 47,590,200 shares (1.61%) for ¥41,932.5 million as part of a previously announced share buyback program.
  • Shareholders approved a partial amendment to the Articles of Incorporation at the AGM.
  • Multiple global investment banks, including BNP Paribas, BofA Securities, J.P. Morgan, Citigroup, and others, were added as co-lead underwriters for a $750 million fixed-income offering.
  • Hiroyuki Moriuchi appointed as Chief Financial Officer.
  • Announced a special commemorative dividend of ¥10.0 per share and an increase in the regular dividend to ¥24.0 per share for FY2024/2025.

Valuation Changes


Summary of Valuation Changes for Nomura Holdings

  • The Consensus Analyst Price Target has fallen from ¥1064 to ¥999.
  • The Consensus Revenue Growth forecasts for Nomura Holdings has significantly risen from -3.2% per annum to -0.2% per annum.
  • The Future P/E for Nomura Holdings has significantly fallen from 14.11x to 12.39x.

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.