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Re-New Strategy And M&A Aim To Boost Growth But Face Risks In Japanese Insurance Transformation

Published
08 Dec 24
Updated
24 Sep 25
AnalystConsensusTarget's Fair Value
JP¥6,759.27
6.9% undervalued intrinsic discount
24 Sep
JP¥6,291.00
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1Y
16.9%
7D
-0.6%

Author's Valuation

JP¥6.76k

6.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on24 Sep 25
Fair value Increased 1.27%

Tokio Marine Holdings saw only marginal improvements in net profit margin and revenue growth forecasts, which contributed to the consensus analyst price target rising slightly from ¥6675 to ¥6759. What's in the News Issued consolidated earnings guidance for FY ending March 31, 2026, projecting net income of JPY 930,000 million (JPY 485.91 per share).

Shared on05 Sep 25
Fair value Increased 0.14%

Tokio Marine Holdings’ consensus price target was effectively unchanged despite a notable reduction in revenue growth expectations and a slight increase in future P/E, with the analyst target rising marginally from ¥6666 to ¥6675. What's in the News Provided consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net income of JPY 930,000 million and basic EPS of JPY 485.91.

Shared on01 May 25
Fair value Increased 0.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 2.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.