Analysts have revised their fair value estimate for Tokio Marine Holdings downward from ¥6,759 to ¥6,594. This reflects updated projections of higher revenue growth and slightly improved profit margins.
What's in the News
- Tokio Marine Holdings plans to partner with OpenAI to develop AI agents. These will aim to enhance product planning and customer support through advanced data analysis (Nikkei Asia).
- The company has raised its earnings guidance for the fiscal year ending March 31, 2026, projecting ordinary profit of ¥1,230,000 million and net income attributable to owners of the parent of ¥910,000 million.
- An upward revision to the annual dividend has been announced, increasing to ¥211 per share for the fiscal year ending March 31, 2026.
- Share repurchase initiatives continue, with 17,703,600 shares bought back under the ongoing buyback program as of September 18, 2025.
Valuation Changes
- Fair Value Estimate has fallen slightly from ¥6,759 to ¥6,594.
- Discount Rate has increased modestly, moving from 4.72% to 4.8%.
- Revenue Growth forecast has risen substantially from 1.24% to 2.67%.
- Net Profit Margin has improved marginally, increasing from 11.09% to 11.23%.
- Future P/E has declined from 14.67x to 14.17x.
Have other thoughts on Tokio Marine Holdings?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.