Loading...
Back to narrative

8801: Share Buybacks And Dividend Policy Will Shape Returns Into 2026

8801: Share Repurchase And Dividend Hike Will Drive Future Value

8801 logo
8801
AnalystConsensusTarget
Not Invested
Published 10 Nov 2024

Update shared on 16 Dec 2025

Fair value Increased 3.38%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
42.4%
7D
-2.4%

Analysts have raised their price target on Mitsui Fudosan from ¥1,857 to ¥1,920, citing slightly faster expected revenue growth and a modestly lower discount rate that together more than offset a marginal cut to long term profit margin assumptions.

What's in the News

  • Board approves a new share repurchase program of up to 60,000,000 shares, or 2.16% of outstanding stock excluding treasury shares, for a total of ¥57,000 million. This program is valid through March 31, 2026 (Board resolution November 7, 2025, buyback announcement).
  • Company raises full year 2025 to 2026 earnings guidance, now targeting revenue from operations of JPY 2,700,000 million, operating income of JPY 385,000 million, and net income attributable to shareholders of JPY 265,000 million (revised consolidated forecast).
  • Ongoing buyback under the February 7, 2025 program reaches completion, with 26,275,200 shares repurchased for ¥45,000 million, or 0.95% of shares (buyback tranche update).
  • Second quarter dividend for the year ending March 31, 2026 raised to JPY 17 per share from JPY 15, with full year dividend forecast also increased to JPY 17 from JPY 16 (dividend announcement).
  • Board convenes multiple meetings in 2025 to approve and review share repurchases, including sessions on February 27, November 7, and November 28 that focus on buyback authorization and completion status (board meeting notices).

Valuation Changes

  • The fair value estimate has risen slightly to ¥1,920 from approximately ¥1,857, reflecting modestly more constructive assumptions.
  • The discount rate has fallen slightly to about 9.44% from 9.66%, supporting a higher present value of future cash flows.
  • Revenue growth has increased slightly to roughly 6.9% from 5.8%, indicating a somewhat stronger top line outlook.
  • The net profit margin has edged down marginally to about 11.0% from 11.01%, a negligible change in long term profitability assumptions.
  • The future P/E has risen slightly to around 21.7x from 21.1x, implying a modestly higher valuation multiple on forecast earnings.

Have other thoughts on Mitsui Fudosan?

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.