Loading...
Back to narrative

8766: AI Partnership Will Drive Future Earnings And Shareholder Returns

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

8766 logo
8766
AnalystConsensusTarget
Not Invested
Published 08 Dec 2024

Update shared on 07 Dec 2025

Fair value Increased 1.24%
PreviousNext
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
5.8%
7D
3.1%

Analysts have nudged their price target for Tokio Marine Holdings higher, from ¥6,594 to approximately ¥6,676. This reflects modestly improved fair value assumptions supported by stable discount rates and slightly stronger long term expectations for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • Tokio Marine plans to partner with OpenAI to build AI agents that enhance product planning and handle customer inquiries using in-depth data analysis (Nikkei Asia).
  • The board will meet on November 19, 2025 to consider and approve a tender offer for the company’s own shares under Article 156, Paragraph 1 of the Companies Act.
  • The board approved a slight increase in the interim dividend to ¥105.5 per share for the second quarter of fiscal 2025 and raised the full-year dividend forecast to ¥211 per share.
  • The company revised guidance for the fiscal year ending March 31, 2026, and now expects ordinary profit of ¥1,230,000 million and net income attributable to owners of ¥910,000 million.
  • Share repurchase initiatives continue, with a new buyback authorization on November 19, 2025 and the completion of 17,703,600 shares repurchased for about ¥110,000 million under an earlier program.

Valuation Changes

  • Fair Value Estimate has risen slightly, from ¥6,594 to approximately ¥6,676 per share.
  • Discount Rate remains unchanged at 4.8 percent, indicating a stable risk and return assumption.
  • Revenue Growth has increased marginally, from about 2.67 percent to 2.67 percent, reflecting a negligible upward adjustment in long term expectations.
  • Net Profit Margin has risen slightly, moving from approximately 11.23 percent to 11.23 percent, signaling a very small improvement in projected profitability.
  • Future P/E multiple has edged up slightly, from about 14.17x to 14.22x, implying a modestly higher valuation applied to future earnings.

Have other thoughts on Tokio Marine Holdings?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.