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8795: Dividend Increase Will Drive Stronger Shareholder Returns Ahead

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

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8795
AnalystConsensusTarget
Not Invested
Published 26 Nov 2024

Update shared on 11 Dec 2025

Fair value Increased 1.45%
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AnalystConsensusTarget's Fair Value
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1Y
25.3%
7D
0.2%

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.

What's in the News

  • T&D Holdings issued earnings guidance for the year ending March 31, 2026, projecting ordinary revenues of JPY 3,010,000 million, ordinary profit of JPY 223,000 million, profit attributable to owners of parent of JPY 118,000 million, and earnings per share of JPY 230.43 (Key Developments).
  • The company announced a second quarter end dividend of JPY 62.00 per share for the year ending March 31, 2026. This is up from JPY 40.00 per share a year earlier, with distribution projected to start on December 5, 2025 (Key Developments).
  • Between July 1, 2025 and September 30, 2025, T&D Holdings repurchased 8,731,300 shares, or 1.73 percent of shares, for JPY 32,344.47 million. This completed a total buyback of 13,159,600 shares, or 2.6 percent, for JPY 46,738.43 million under its previously announced program (Key Developments).

Valuation Changes

  • Fair Value Estimate has risen slightly from approximately ¥4,361 to ¥4,424, reflecting a modest uplift in intrinsic value assumptions.
  • Discount Rate remains unchanged at 4.8 percent, indicating a stable view of risk and required return.
  • Revenue Growth is effectively unchanged at around 11.9 percent, suggesting no material revision to top line expansion expectations.
  • Net Profit Margin has fallen slightly from about 4.65 percent to 4.63 percent, implying a marginally softer profitability outlook.
  • Future P/E has risen slightly from roughly 13.05x to 13.31x, pointing to a modest increase in valuation multiples applied to future earnings.

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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.