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8750: Raised Earnings Guidance And Share Buybacks Will Drive Rebound

Update shared on 01 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
12.6%
7D
0.2%

Analysts have revised their price target for Dai-ichi Life Holdings and are maintaining the fair value estimate at ¥1,361. This decision is based on updated outlooks for lower revenue growth along with a modest improvement in profit margin and valuation metrics.

What's in the News

  • Dai-ichi Life Holdings raised its consolidated earnings guidance for the fiscal year ending March 31, 2026. The company is forecasting higher ordinary revenues and net income per share compared to the previous year, mainly due to increased gains on securities sales and robust stock prices (Key Developments).
  • The company announced a second quarter dividend of ¥24.00 per share for the period ended September 30, 2025, and expects to pay ¥27.00 per share for the year ending March 31, 2026. This increases its year-end dividend forecast by 3 yen (Key Developments).
  • Between July and September 2025, Dai-ichi Life Holdings completed the repurchase of 43,786,100 shares, representing 1.19% of shares outstanding, under its ongoing buyback program (Key Developments).

Valuation Changes

  • The Fair Value Estimate is maintained at ¥1,361, reflecting no change after the recent update.
  • The Discount Rate has declined moderately from 5.36% to 5.22%.
  • The Revenue Growth expectation has decreased significantly from 5.60% to 3.50%.
  • The Net Profit Margin has risen slightly, moving from 4.19% to 4.34%.
  • The future Price-to-Earnings (P/E) Ratio has decreased from 13.05x to 12.45x.

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.