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Mitsui Fudosan Co., Ltd.TSE:8801 Stock Report

Market Cap JP¥4.1t
Share Price
JP¥1.48k
JP¥2.17k
32.0% undervalued intrinsic discount
1Y5.8%
7D-5.9%
1D
Portfolio Value
View

Mitsui Fudosan Co., Ltd.

TSE:8801 Stock Report

Market Cap: JP¥4.1t

8801 Community Fair Values

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Mitsui Fudosan Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Mitsui Fudosan
Historical stock prices
Current Share PriceJP¥1,478.50
52 Week HighJP¥2,158.00
52 Week LowJP¥1,309.50
Beta0.39
1 Month Change-0.10%
3 Month Change-14.96%
1 Year Change5.83%
3 Year Change52.87%
5 Year Change67.13%
Change since IPO195.70%

Recent News & 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...

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...
User avatar
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.

Shareholder Returns

8801JP Real EstateJP Market
7D-5.9%-0.9%4.7%
1Y5.8%13.9%46.9%

Return vs Industry: 8801 underperformed the JP Real Estate industry which returned 13.9% over the past year.

Return vs Market: 8801 underperformed the JP Market which returned 46.9% over the past year.

Price Volatility

Is 8801's price volatile compared to industry and market?
8801 volatility
8801 Average Weekly Movement5.5%
Real Estate Industry Average Movement4.1%
Market Average Movement4.6%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.3%

Stable Share Price: 8801 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 8801's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
194126,630Takashi Uedawww.mitsuifudosan.co.jp

Mitsui Fudosan Co., Ltd. operates as a real estate company in Japan. It operates through five segments: Leasing, Property Sales, Management, Facility Operations, and Other. The Leasing segment leases office buildings and retail facilities, and other properties.

Mitsui Fudosan Co., Ltd. Fundamentals Summary

How do Mitsui Fudosan's earnings and revenue compare to its market cap?
8801 fundamental statistics
Market capJP¥4.10t
Earnings (TTM)JP¥278.68b
Revenue (TTM)JP¥2.71t
14.4x
P/E Ratio
1.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
8801 income statement (TTM)
RevenueJP¥2.71t
Cost of RevenueJP¥2.03t
Gross ProfitJP¥674.79b
Other ExpensesJP¥396.10b
EarningsJP¥278.68b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 07, 2026

Earnings per share (EPS)102.55
Gross Margin24.90%
Net Profit Margin10.28%
Debt/Equity Ratio136.9%

How did 8801 perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
35%
Payout Ratio

Does 8801 pay a reliable dividends?

See 8801 dividend history and benchmarks
When do you need to buy 8801 by to receive an upcoming dividend?
Mitsui Fudosan dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 29 2026
Days until Ex dividend85 days
Days until Dividend pay date6 days

Does 8801 pay a reliable dividends?

See 8801 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/22 22:39
End of Day Share Price 2026/06/22 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
Takashi HashimotoBarclays
Takumi KasaiBofA Global Research
Masashi MikiCitigroup Inc