Mitsui Fudosan Past Earnings Performance
Past criteria checks 2/6
Mitsui Fudosan has been growing earnings at an average annual rate of 13.1%, while the Real Estate industry saw earnings growing at 12.5% annually. Revenues have been growing at an average rate of 6.8% per year. Mitsui Fudosan's return on equity is 8%, and it has net margins of 10.3%.
Key information
13.08%
Earnings growth rate
14.07%
EPS growth rate
| Real Estate Industry Growth | 5.95% |
| Revenue growth rate | 6.79% |
| Return on equity | 8.03% |
| Net Margin | 10.28% |
| Next Earnings Update | 07 Aug 2026 |
Recent past performance updates
Recent updates
Narrative Update • Jun 16
8801: Share Repurchases And Dividend Plans Will Support Future Upside
The analyst price target for Mitsui Fudosan has been adjusted slightly from ¥2,177.27 to ¥2,173.64, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers of this fine-tuning. What's in the News Mitsui Fudosan completed a share repurchase tranche between May 13, 2026 and May 27, 2026, buying 26,250,100 shares (0.97% of shares) for ¥39,999.88 million under the buyback announced on May 13, 2026 (Key Developments).Narrative Update • Jun 02
8801: Share Repurchases And Dividend Plans Will Support Future Upside
Mitsui Fudosan's analyst price target has been adjusted slightly from ¥2,188.18 to ¥2,177.27, with analysts citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions as the key drivers behind the change. What's in the News Mitsui Fudosan completed a share repurchase from May 13, 2026 to May 27, 2026, buying 26,250,100 shares, or 0.97% of shares, for ¥39,999.88 million under the buyback announced on May 13, 2026.Analysis Article • May 20
Solid Earnings May Not Tell The Whole Story For Mitsui Fudosan (TSE:8801)
The market shrugged off Mitsui Fudosan Co., Ltd.'s ( TSE:8801 ) solid earnings report. Our analysis showed that there...Narrative Update • May 18
8801: New Share Repurchase Program Will Support Future Upside
Analysts have kept Mitsui Fudosan's fair value estimate steady at ¥2,188.18. The updated price target reflects adjusted views on discount rate, revenue growth, profit margin and future P/E assumptions.Analysis Article • May 15
Analysts Are Updating Their Mitsui Fudosan Co., Ltd. (TSE:8801) Estimates After Its Full-Year Results
Mitsui Fudosan Co., Ltd. ( TSE:8801 ) shareholders are probably feeling a little disappointed, since its shares fell...Narrative Update • Apr 27
8801: Share Cancellations And India Housing Project Will Support Future Upside
Mitsui Fudosan’s analyst price target has been nudged higher to about ¥2,190 from roughly ¥2,175, reflecting analysts’ updated assumptions for slightly different revenue growth, profit margin, and future P/E inputs in their models. What's in the News Mitsui Fudosan updated its consolidated earnings forecast for the year ending March 31, 2026, now projecting revenue from operations of ¥2,700b, operating income of ¥395b, net income attributable to shareholders of ¥270b, and basic EPS of ¥97.55.Narrative Update • Apr 11
8801: Share Buybacks And India Project Will Support Future Upside
Analysts have trimmed their price target on Mitsui Fudosan from ¥2,210 to about ¥2,174, reflecting updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Mitsui Fudosan updated its buyback program, completing the repurchase of 30,327,900 shares, representing 1.1% of shares, for ¥56,999.89m under the program announced on November 7, 2025 (Key Developments).Narrative Update • Mar 28
8801: Share Buybacks Will Support Future Upside For Residential Expansion
Analysts reaffirmed Mitsui Fudosan's price target at ¥2,210, with only marginal tweaks to inputs such as the discount rate and assumed future P/E. This reflects fine tuning of their valuation framework rather than a major shift in view.Narrative Update • Mar 13
8801: Share Buybacks And New Residential Project Will Support Future Upside
Analysts have lifted their price target for Mitsui Fudosan from ¥2,123.64 to ¥2,210.00, citing updated assumptions around revenue growth, profit margins and future P/E that feed into their refreshed fair value view. What's in the News Mitsui Fudosan updated its share buyback progress, repurchasing 23,946,500 shares, or 0.87%, for ¥45,583.95m between January 1, 2026 and March 9, 2026.Narrative Update • Feb 26
8801: Buybacks And Residential Venture Will Support Balanced Returns Into 2026
Analysts have raised their price target on Mitsui Fudosan from ¥2,037.50 to ¥2,123.64, reflecting updated views on fair value, discount rate, profit margins, and expected future P/E levels. What's in the News Mahindra Lifespace Developers and Mitsui Fudosan Group formed a joint venture for Mahindra Blossom, a premium high rise residential project in Whitefield, Bengaluru.Narrative Update • Feb 11
8801: Buybacks And Higher Earnings Guidance Will Support Balanced Returns Into 2026
Analysts now set their Mitsui Fudosan price target at about ¥2,038, up from roughly ¥2,007. They point to tweaks in assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of the change.Analysis Article • Feb 08
Mitsui Fudosan (TSE:8801) Will Pay A Dividend Of ¥17.00
The board of Mitsui Fudosan Co., Ltd. ( TSE:8801 ) has announced that it will pay a dividend on the 30th of June, with...Narrative Update • Jan 27
8801: Share Repurchases And Dividends Will Support Attractive Returns Into 2026
Mitsui Fudosan's analyst fair value estimate has been adjusted from ¥1,975.45 to ¥2,006.67. Analysts link the change to updated assumptions around revenue growth, profit margin and future P/E levels.Narrative Update • Jan 11
8801: Buybacks And Dividend Policy Will Guide Measured Returns Into 2026
Analysts have nudged their price target on Mitsui Fudosan higher to ¥1,975.45 from ¥1,920.00, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors authorized a new share repurchase plan on November 7, 2025, allowing buybacks of up to 60,000,000 shares (2.16% of shares outstanding excluding treasury shares) for up to ¥57,000 million, with the program running until March 31, 2026 (Key Developments).Analysis Article • Jan 08
Mitsui Fudosan (TSE:8801) Will Pay A Dividend Of ¥17.00
Mitsui Fudosan Co., Ltd.'s ( TSE:8801 ) investors are due to receive a payment of ¥17.00 per share on 30th of June...Narrative Update • Dec 16
8801: Share Buybacks And Dividend Policy Will Shape Returns Into 2026
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.Analysis Article • Dec 04
Mitsui Fudosan's (TSE:8801) Dividend Will Be ¥17.00
The board of Mitsui Fudosan Co., Ltd. ( TSE:8801 ) has announced that it will pay a dividend of ¥17.00 per share on the...Narrative Update • Dec 02
8801: Share Buybacks And Dividend Increase Will Influence Returns Into 2026
Analysts have raised their price target for Mitsui Fudosan from ¥1,820 to ¥1,857, citing improved profit margin expectations even though revenue growth forecasts have been slightly reduced. What's in the News The company completed a major share repurchase, buying back a total of 26,275,200 shares for ¥45,000 million as announced in its February 7, 2025 buyback plan (Key Developments).Narrative Update • Nov 17
8801: Share Buyback and Dividend Hike Will Shape Outlook Through 2026
Analysts have raised their price target on Mitsui Fudosan from ¥1,804.55 to ¥1,820.00, citing improvements in revenue growth projections and a slightly higher expected profit margin. What's in the News Mitsui Fudosan's Board of Directors has approved a share repurchase program, authorizing the buyback of up to 60,000,000 shares for a total of ¥57,000 million.Analysis Article • Nov 16
Impressive Earnings May Not Tell The Whole Story For Mitsui Fudosan (TSE:8801)
Mitsui Fudosan Co., Ltd. ( TSE:8801 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Narrative Update • Nov 03
8801: Share Repurchase And Dividend Hike Will Drive Future Value
Narrative Update: Analyst Price Target Revision for Mitsui Fudosan Analysts have maintained their fair value estimate for Mitsui Fudosan at ¥1,804.55. They cited only minor revisions to the discount rate and negligible changes to growth and profitability forecasts.Analysis Article • Oct 31
Is Now The Time To Put Mitsui Fudosan (TSE:8801) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Narrative Update • Oct 20
Tokyo Demand And Global Expansion Will Create Future Value
Analysts have raised their price target for Mitsui Fudosan from ¥1,800 to approximately ¥1,804.55, reflecting slight adjustments to fair value and discount rate metrics in their updated model. What's in the News The Board of Mitsui Fudosan will meet on February 27, 2025, to consider a repurchase of its own shares under Article 156 (Board Meeting).Analysis Article • Oct 12
Mitsui Fudosan Co., Ltd.'s (TSE:8801) Share Price Could Signal Some Risk
It's not a stretch to say that Mitsui Fudosan Co., Ltd.'s ( TSE:8801 ) price-to-earnings (or "P/E") ratio of 14.5x...Narrative Update • Oct 06
Tokyo Demand And Global Expansion Will Create Future Value
Analysts have modestly raised their price target for Mitsui Fudosan from ¥1,772.73 to ¥1,800.00, citing incremental improvements in projected profit margins and valuation multiples. What's in the News The Board of Mitsui Fudosan is scheduled to meet on February 27, 2025 to consider the repurchase of its own shares under Article 156 (Key Developments).Narrative Update • Sep 21
Tokyo Demand And Global Expansion Will Create Future Value
Upward revisions to Mitsui Fudosan’s consensus revenue growth forecast and a slightly higher discount rate have led analysts to modestly raise their fair value price target from ¥1,718 to ¥1,773. What's in the News Issued consolidated earnings forecasts for fiscal year ending March 31, 2026: revenue JPY 2,700,000 million, operating income JPY 380,000 million, net income JPY 260,000 million, basic EPS JPY 93.78.Narrative Update • Sep 06
Tokyo Demand And Global Expansion Will Create Future Value
With both the discount rate and future P/E remaining virtually unchanged, analysts see no material shift in Mitsui Fudosan's valuation outlook, maintaining the consensus price target at ¥1718. What's in the News Issued earnings forecast for FY2026: revenue JPY 2.7 trillion, operating income JPY 380 billion, net income JPY 260 billion, EPS JPY 93.78.Analysis Article • Sep 01
Mitsui Fudosan (TSE:8801) Has Announced That It Will Be Increasing Its Dividend To ¥16.50
The board of Mitsui Fudosan Co., Ltd. ( TSE:8801 ) has announced that it will be paying its dividend of ¥16.50 on the...Analysis Article • Aug 28
Is Mitsui Fudosan (TSE:8801) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Aug 11
Mitsui Fudosan (TSE:8801) Is Increasing Its Dividend To ¥16.50
Mitsui Fudosan Co., Ltd. ( TSE:8801 ) will increase its dividend from last year's comparable payment on the 3rd of...Analysis Article • Aug 08
Mitsui Fudosan Co., Ltd. Just Recorded A 106% EPS Beat: Here's What Analysts Are Forecasting Next
Mitsui Fudosan Co., Ltd. ( TSE:8801 ) defied analyst predictions to release its first-quarter results, which were ahead...Analysis Article • Jul 24
Mitsui Fudosan (TSE:8801) Is Paying Out A Larger Dividend Than Last Year
Mitsui Fudosan Co., Ltd. ( TSE:8801 ) will increase its dividend from last year's comparable payment on the 3rd of...Analysis Article • Jul 10
Mitsui Fudosan (TSE:8801) Has Announced That It Will Be Increasing Its Dividend To ¥16.50
Mitsui Fudosan Co., Ltd. ( TSE:8801 ) will increase its dividend from last year's comparable payment on the 3rd of...
New Narrative • Nov 10
Facility Operations Surge And Real Estate Growth Propel Future Success
Mitsui Fudosan's Facility Operations segment benefits from higher hotel revenues and audience numbers, contributing positively to overall growth.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Mitsui Fudosan makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 2,709,747 | 278,684 | 276,996 | 0 |
| 31 Dec 25 | 2,930,413 | 324,645 | 273,986 | 0 |
| 30 Sep 25 | 2,816,345 | 312,630 | 267,763 | 0 |
| 30 Jun 25 | 2,797,303 | 308,013 | 260,619 | 0 |
| 31 Mar 25 | 2,625,363 | 248,799 | 262,393 | 0 |
| 31 Dec 24 | 2,361,073 | 202,212 | 260,096 | 0 |
| 30 Sep 24 | 2,380,482 | 183,676 | 260,101 | 0 |
| 30 Jun 24 | 2,452,301 | 203,814 | 261,714 | 0 |
| 31 Mar 24 | 2,383,289 | 224,647 | 253,433 | 0 |
| 31 Dec 23 | 2,341,725 | 216,285 | 243,892 | 0 |
| 30 Sep 23 | 2,377,302 | 226,148 | 236,488 | 0 |
| 30 Jun 23 | 2,253,751 | 229,931 | 229,222 | 0 |
| 31 Mar 23 | 2,269,103 | 196,999 | 221,273 | 0 |
| 31 Dec 22 | 2,260,357 | 200,654 | 214,367 | 1,290 |
| 30 Sep 22 | 2,161,054 | 190,804 | 208,365 | 1,290 |
| 30 Jun 22 | 2,228,883 | 195,513 | 208,779 | 1,290 |
| 31 Mar 22 | 2,100,870 | 176,986 | 205,463 | 0 |
| 31 Dec 21 | 2,006,425 | 154,193 | 203,875 | 741 |
| 30 Sep 21 | 2,207,015 | 206,862 | 203,419 | 741 |
| 30 Jun 21 | 2,049,232 | 150,198 | 197,239 | 741 |
| 31 Mar 21 | 2,007,555 | 129,576 | 194,145 | 0 |
| 31 Dec 20 | 2,078,216 | 180,564 | 192,089 | 512 |
| 30 Sep 20 | 1,814,267 | 126,688 | 186,798 | 512 |
| 30 Jun 20 | 1,885,496 | 164,562 | 186,409 | 512 |
| 31 Mar 20 | 1,905,642 | 183,972 | 188,609 | 512 |
| 31 Dec 19 | 1,912,647 | 168,715 | 185,305 | 427 |
| 30 Sep 19 | 1,889,266 | 166,435 | 181,474 | 427 |
| 30 Jun 19 | 1,846,014 | 163,759 | 178,216 | 427 |
| 31 Mar 19 | 1,861,195 | 168,661 | 175,177 | 427 |
| 31 Dec 18 | 1,893,516 | 186,040 | 176,857 | 393 |
| 30 Sep 18 | 1,890,032 | 175,847 | 175,450 | 393 |
| 30 Jun 18 | 1,811,913 | 160,081 | 169,366 | 393 |
| 31 Mar 18 | 1,751,114 | 155,874 | 165,335 | 393 |
| 31 Dec 17 | 1,607,351 | 95,828 | 163,641 | 0 |
| 30 Sep 17 | 1,615,224 | 107,553 | 164,216 | 0 |
| 30 Jun 17 | 1,729,499 | 131,427 | 164,947 | 0 |
| 31 Mar 17 | 1,704,416 | 131,816 | 163,279 | 0 |
| 31 Dec 16 | 1,619,997 | 130,633 | 153,777 | 445 |
| 30 Sep 16 | 1,579,970 | 123,476 | 149,676 | 445 |
| 30 Jun 16 | 1,566,784 | 116,468 | 151,858 | 445 |
| 31 Mar 16 | 1,567,970 | 117,723 | 150,682 | 0 |
| 31 Dec 15 | 1,594,302 | 124,685 | 150,145 | 0 |
| 30 Sep 15 | 1,580,014 | 120,261 | 149,879 | 0 |
| 30 Jun 15 | 1,556,738 | 119,965 | 144,801 | 0 |
Quality Earnings: 8801 has a large one-off gain of ¥83.7B impacting its last 12 months of financial results to 31st March, 2026.
Growing Profit Margin: 8801's current net profit margins (10.3%) are higher than last year (9.5%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: 8801's earnings have grown by 13.1% per year over the past 5 years.
Accelerating Growth: 8801's earnings growth over the past year (12%) is below its 5-year average (13.1% per year).
Earnings vs Industry: 8801 earnings growth over the past year (12%) did not outperform the Real Estate industry 12.8%.
Return on Equity
High ROE: 8801's Return on Equity (8%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/22 02:53 |
| End of Day Share Price | 2026/06/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Mitsui Fudosan Co., Ltd. is covered by 25 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Takashi Hashimoto | Barclays |
| Takumi Kasai | BofA Global Research |
| Masashi Miki | Citigroup Inc |