Aeon (8267) Aktienübersicht
Aeon Co., Ltd. ist im Einzelhandel in Japan, China, den ASEAN-Ländern und international tätig. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 4/6 |
| Dividenden | 0/6 |
8267 Community Fair Values
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Analyst Price Targets
Aeon Co., Ltd. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | JP¥1,385.50 |
| 52-Wochen-Hoch | JP¥2,920.00 |
| 52-Wochen-Tief | JP¥1,274.00 |
| Beta | 0.22 |
| 1 Monat Veränderung | 1.39% |
| 3 Monate Veränderung | -6.42% |
| 1 Jahr Veränderung | -25.72% |
| 3 Jahre Veränderung | 34.47% |
| 5 Jahre Veränderung | 36.46% |
| Veränderung seit IPO | 380.52% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 04
8267: Underperform Initiation And Lower Growth Assumptions Will Shape Fairly Balanced Returns
Aeon’s updated analyst price target has been reduced from ¥1,440 to about ¥1,396 as analysts factor in more cautious revenue growth and valuation assumptions following the recent Underperform initiation with a ¥1,100 target on the stock. What's in the News for Aeon Analyst coverage on Aeon now includes an Underperform initiation with a ¥1,100 price target, which has contributed to a lower consensus target near ¥1,396.
Narrative-Update • Jul 21
8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside
Aeon’s analyst price target has been revised lower by analysts, with a fair value move from approximately ¥2,280 to ¥2,196, as updated views on revenue growth, margins and future P/E multiples, alongside a new Underperform initiation at ¥1,100, point to more measured expectations for the stock. What’s in the News for Aeon No recent company specific news items for Aeon were identified in the provided sources.Narrative-Update • Jul 07
8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside
Analysts have cut their fair value estimate for Aeon from about ¥2,600 to roughly ¥2,280, citing a lower future P/E assumption and recent Underperform research as reasons for the reduced price target, even as their views on growth and margins have been revised. What’s in the News for Aeon Aeon reported impairment losses of ¥75,957 million on a portion of fixed assets related to stores and other facilities for the fourth quarter ended February 28, 2026, under the Accounting Standard for Impairment of Fixed Assets.Recent updates
Narrative-Update • Aug 04
8267: Underperform Initiation And Lower Growth Assumptions Will Shape Fairly Balanced Returns
Aeon’s updated analyst price target has been reduced from ¥1,440 to about ¥1,396 as analysts factor in more cautious revenue growth and valuation assumptions following the recent Underperform initiation with a ¥1,100 target on the stock. What's in the News for Aeon Analyst coverage on Aeon now includes an Underperform initiation with a ¥1,100 price target, which has contributed to a lower consensus target near ¥1,396.Narrative-Update • Jul 21
8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside
Aeon’s analyst price target has been revised lower by analysts, with a fair value move from approximately ¥2,280 to ¥2,196, as updated views on revenue growth, margins and future P/E multiples, alongside a new Underperform initiation at ¥1,100, point to more measured expectations for the stock. What’s in the News for Aeon No recent company specific news items for Aeon were identified in the provided sources.Narrative-Update • Jul 07
8267: Dividend Stability And Margin Improvement Will Support Future Earnings Upside
Analysts have cut their fair value estimate for Aeon from about ¥2,600 to roughly ¥2,280, citing a lower future P/E assumption and recent Underperform research as reasons for the reduced price target, even as their views on growth and margins have been revised. What’s in the News for Aeon Aeon reported impairment losses of ¥75,957 million on a portion of fixed assets related to stores and other facilities for the fourth quarter ended February 28, 2026, under the Accounting Standard for Impairment of Fixed Assets.Narrative-Update • Jun 23
8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment
Aeon’s updated analyst price target has shifted to ¥1,440 from ¥1,832.50, as analysts factor in a higher discount rate, adjustments to long term profit margin and P/E assumptions, and recent cautious Street research, including a new ¥1,100 Underperform target. What’s in the News for Aeon Aeon reported strong May 2026 sales, with seasonal and discretionary categories and steady demand for essentials supported by its value focused multi format retail strategy, according to recent news reports.
Narrative-Update • Jun 06
8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism
Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.Narrative-Update • May 21
8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced
Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).Narrative-Update • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.Analyseartikel • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...Narrative-Update • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).Analyseartikel • Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...Narrative-Update • Apr 02
8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced
Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).Narrative-Update • Mar 19
8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside
The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.Narrative-Update • Mar 04
8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update
Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).Narrative-Update • Feb 18
8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook
Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).Narrative-Update • Feb 04
8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced
Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.Narrative-Update • Jan 21
8267: Tender Offer And Lower Future P/E Will Limit Upside
Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.Narrative-Update • Jan 07
8267: Tender Offer And High Future P/E Will Likely Limit Upside
Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.Narrative-Update • Dec 23
8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression
Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.Narrative-Update • Dec 09
8267: Elevated Future P E Multiple Will Likely Pressure Share Returns
Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.Narrative-Update • Nov 25
8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.Narrative-Update • Nov 08
8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.Narrative-Update • Oct 25
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.Narrative-Update • Oct 11
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.Narrative-Update • Sep 27
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.Narrative-Update • Sep 12
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.Narrative-Update • Aug 28
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
Neues Narrative • Jan 26
Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead
Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.Aktionärsrenditen
| 8267 | JP Consumer Retailing | JP Markt | |
|---|---|---|---|
| 7D | -0.8% | 0.8% | -2.3% |
| 1Y | -25.7% | -10.7% | 31.0% |
Rendite im Vergleich zur Industrie: 8267 unter dem Niveau der Branche JP Consumer Retailing , die im vergangenen Jahr eine Rendite von -10.7% erzielte.
Rendite vs. Markt: 8267 hinter dem Markt JP zurück, der im vergangenen Jahr eine Rendite von 31 erzielte.
Preisvolatilität
| 8267 volatility | |
|---|---|
| 8267 Average Weekly Movement | 4.8% |
| Consumer Retailing Industry Average Movement | 2.9% |
| Market Average Movement | 4.1% |
| 10% most volatile stocks in JP Market | 9.1% |
| 10% least volatile stocks in JP Market | 2.1% |
Stabiler Aktienkurs: 8267 hatte in den letzten 3 Monaten im Vergleich zum JP -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: 8267Die wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1758 | 179,230 | Akio Yoshida | www.aeon.info |
Aeon Co., Ltd. ist in der Einzelhandelsbranche in Japan, China, den ASEAN-Ländern und international tätig. Das Unternehmen ist in den Segmenten General Merchandise Store (GMS) Business, Discount Store Business, Supermarket (SM) Business, Health and Wellness Business, Financial Services Business, Shopping Center Development Business, Services and Specialty Store Business, International Business und Other Business tätig. Das GMS-Geschäftssegment betreibt allgemeine Warenhäuser und Fachgeschäfte, die verpackte Mittagessen und Fertiggerichte verkaufen.
Aeon Co., Ltd.'s Grundlagenzusammenfassung
| 8267 grundlegende Statistiken | |
|---|---|
| Marktanteil | JP¥3.83t |
| Gewinn(TTM) | JP¥93.06b |
| Umsatz(TTM) | JP¥11.09t |
41.2x
Kurs-Gewinn-Verhältnis 0.3x
Kurs-Umsatz-VerhältnisIst 8267 zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| 8267 Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | JP¥11.09t |
| Kosten der Einnahmen | JP¥7.29t |
| Bruttogewinn | JP¥3.80t |
| Sonstige Ausgaben | JP¥3.71t |
| Gewinn | JP¥93.06b |
Zuletzt gemeldete Gewinne
May 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 33.62 |
| Bruttomarge | 34.27% |
| Nettogewinnspanne | 0.84% |
| Schulden/Eigenkapital-Verhältnis | 185.6% |
Wie hat sich 8267 auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
1.0%
Aktuelle Dividendenrendite40%
AusschüttungsquoteZahlt 8267 eine zuverlässige Dividende?
Siehe 8267 Dividendenhistorie und Benchmarks| Aeon Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Aug 28 2026 |
| Datum der Dividendenzahlung | Oct 27 2026 |
| Tage bis Ex-Dividende | 7 days |
| Tage bis zum Datum der Dividendenzahlung | 67 days |
Zahlt 8267 eine zuverlässige Dividende?
Siehe 8267 Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/20 03:55 |
| Aktienkurs zum Tagesende | 2026/08/20 00:00 |
| Gewinne | 2026/05/31 |
| Jährliche Einnahmen | 2026/02/28 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Aeon Co., Ltd. wird von 19 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ryota Himeno | Barclays |
| Yugo Shima | Bernstein |
| Hidehiko Aoki | BofA Global Research |