Analysts Lift T&D Holdings Price Target as Revenue Outlook Improves Despite Lower Margins

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Nov 24

Updated

11 Dec 25

Views

28

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

30.2%

7D

3.6%

Loading

1Y

30.2%

7D

3.6%

You can edit this narrative until Dec 12 1:05 AM. Then, changes will post as Updates.

Author's Valuation

JP¥4.42k18.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 1.45%

8795: Dividend Increase Will Drive Stronger Shareholder Returns Ahead

Analysts have modestly raised their price target on T&D Holdings from ¥4,361 to ¥4,424. This reflects slightly higher fair value and future P/E expectations, despite a marginally lower profit margin outlook.

Shared on 26 Nov 25

8795: Share Buyback and Dividend Hike Will Support Stronger Price Upside

Analysts have modestly reduced their price target for T&D Holdings, trimming it from ¥4,361 to ¥4,361. They cited slightly lower expectations for revenue growth but noted improved profit margins and a more favorable forward price-to-earnings outlook.

Shared on 06 Nov 25

Fair value Increased 6.77%

8795: Recent Share Buyback Activity Will Drive Positive Market Repricing

Analysts have raised their price target for T&D Holdings by approximately ¥277, now projecting a fair value of ¥4,361. This adjustment is due to slight changes in the discount rate and future price-to-earnings expectations.

Shared on 23 Oct 25

Fair value Increased 1.27%

Analysts have raised their price target for T&D Holdings from ¥4,033 to ¥4,084. They cite updated projections of higher revenue growth, which more than offset a slightly lower profit margin outlook.

Shared on 13 Sep 25

Fair value Increased 2.37%

The upward revision in T&D Holdings’ price target reflects modest improvements in both revenue growth forecasts and future valuation multiples, with fair value increasing from ¥3,940 to ¥4,033. What's in the News Hosted IR DAY focusing on sales strategies for Taiyo Life and Daido Life.

Shared on 01 May 25

Fair value Increased 1.65%

Shared on 23 Apr 25

Fair value Increased 20%

Shared on 17 Apr 25

Fair value Decreased 0.84%

AnalystConsensusTarget has increased revenue growth from 5.4% to 8.9%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 11%

AnalystConsensusTarget has increased revenue growth from 3.2% to 5.4%.

Shared on 26 Mar 25

Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 7.88%

AnalystConsensusTarget Fair Value

JP¥4.42k

18.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.01%

Insurance revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

4.80%

Calculation

JP¥165.73b

Earnings '28

x

13.31x

PE Ratio '28

=

JP¥2.21t

Market Cap '28

JP¥2.21t

Market Cap '28

/

433.53m

No. shares '28

=

JP¥5.09k

Share Price '28

JP¥5.09k Share Price '28

Discounted to 2025 @ 4.80% p.a.

=

JP¥4.42k

Fair Value '25