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9020: Updated Dividend Outlook And Revenue Gains Will Support Stable Prospects

Update shared on 17 Nov 2025

Fair value Increased 3.33%
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AnalystConsensusTarget's Fair Value
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1Y
40.7%
7D
2.8%

Analysts have raised their price target for East Japan Railway from ¥3,748 to ¥3,873, citing a positive outlook supported by higher projected revenue growth and profit margins.

What's in the News

  • Revised earnings guidance for the fiscal year ending March 31, 2026, with operating revenues now expected at JPY 3,058,000 million, up from JPY 3,023,000 million (Key Developments)
  • Operating income forecast raised to JPY 405,000 million, compared to the previous guidance of JPY 387,000 million (Key Developments)
  • Profit attributable to owners of parent projected to reach JPY 237,000 million, up from JPY 227,000 million previously forecasted (Key Developments)
  • Dividend forecast increased to JPY 35 per share for the second quarter, compared to the earlier forecast of JPY 31 per share. The record date is set for September 30, 2025 (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has increased from ¥3,748 to ¥3,873. This reflects a modest upward adjustment.
  • Discount Rate has risen significantly from 6.86% to 8.49%.
  • Revenue Growth outlook has improved slightly, moving from 4.55% to 4.88%.
  • Net Profit Margin is marginally higher, increasing from 8.94% to 9.13%.
  • Future P/E ratio is up from 16.96x to 17.80x.

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.