Update shared on05 Sep 2025
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.
- Held an Analyst/Investor Day.
- Completed the repurchase of 8,049,400 shares (0.42% of shares) for ¥48,125.68 million, under its buyback program.
- Announced intention to actively pursue mergers and acquisitions, targeting areas including overseas insurance, disaster prevention, healthcare, carbon reduction, and mobility.
- Acquired Integrated Design & Engineering Holdings Co. to enhance disaster prevention and risk analysis services, and plans to unload all cross-held shares by fiscal 2029; newly-appointed CEO aims to boost compliance and restore industry trust after past scandals.
Valuation Changes
Summary of Valuation Changes for Tokio Marine Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥6666 to ¥6675.
- The Consensus Revenue Growth forecasts for Tokio Marine Holdings has significantly fallen from 3.7% per annum to 1.2% per annum.
- The Future P/E for Tokio Marine Holdings has risen slightly from 14.07x to 14.60x.
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.