Board Change • Jul 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Jeff Hayman was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annonce • Jun 03
Sompo Holdings, Inc. to Report Q1, 2027 Results on Aug 14, 2026 Sompo Holdings, Inc. announced that they will report Q1, 2027 results on Aug 14, 2026 Reported Earnings • May 24
Full year 2026 earnings released: EPS: JP¥701 (vs JP¥251 in FY 2025) Full year 2026 results: EPS: JP¥701 (up from JP¥251 in FY 2025). Revenue: JP¥5.72t (up 5.4% from FY 2025). Net income: JP¥640.1b (up 163% from FY 2025). Profit margin: 11% (up from 4.5% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year. Annonce • May 02
Sompo Holdings, Inc. to Report Fiscal Year 2026 Results on May 20, 2026 Sompo Holdings, Inc. announced that they will report fiscal year 2026 results at 4:30 PM, Tokyo Standard Time on May 20, 2026 Annonce • Feb 13
Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects insurance revenue of JPY 5,300 billion as compared to JPY 5,250 billion previously forecasted, net income attributable to owners of parent of JPY 580 billion as compared to JPY 540 billion previously forecasted, and basic earnings per share of JPY 634.22. Annonce • Dec 02
Sompo Holdings, Inc. to Report Q3, 2026 Results on Feb 13, 2026 Sompo Holdings, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026 Annonce • Nov 19
Sompo Holdings, Inc. (TSE:8630) announces an Equity Buyback for 24,000,000 shares, representing 2.64% for ¥77,000 million. Sompo Holdings, Inc. (TSE:8630) announces a share repurchase program. Under the program, the company will repurchase up to 24,000,000 shares, representing 2.64% of its issued share capital, for ¥77,000 million. The program is part of the company's shareholder return policy. The program is valid till March 31, 2026. As of October 31, 2025, there are 909,456,729 outstanding shares (excluding treasury stock) and 24,772,038 treasury shares. Annonce • Sep 03
Sompo Holdings, Inc. to Report Q2, 2026 Results on Nov 19, 2025 Sompo Holdings, Inc. announced that they will report Q2, 2026 results on Nov 19, 2025 Annonce • Aug 20
Sompo Reportedly in Discussions to Acquire Aspen Sompo Holdings, Inc. (TSE:8630) is in discussions to acquire Aspen Insurance Holdings Limited (NYSE:AHL) just months after the company listed on the NYSE, Insurance Insider's Adam McNestrie and Rachel Dalton report, citing sources. Detailed talks have taken place, with a clear path to an agreement, the authors note. Annonce • Jun 05
Sompo Holdings, Inc. to Report Q1, 2026 Results on Aug 14, 2025 Sompo Holdings, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025 Annonce • May 20
Sompo Holdings, Inc., Annual General Meeting, Jun 23, 2025 Sompo Holdings, Inc., Annual General Meeting, Jun 23, 2025. Annonce • Mar 12
Sompo Holdings, Inc. to Report Fiscal Year 2025 Results on May 20, 2025 Sompo Holdings, Inc. announced that they will report fiscal year 2025 results on May 20, 2025 Annonce • Feb 14
Sompo Holdings, Inc. Announces Executive Changes Sompo Holdings, Inc. announced the formation of its business into two global segments: Sompo Property and Casualty (re)insurance (Sompo P&C), and Sompo Wellbeing, effective April 1, 2025. Sompo P&C will integrate Sompo International Holdings Ltd’s insurance and reinsurance business together with its Japan commercial and consumer P&C operations. The segment will be led by James Shea, currently Chairman and Chief Executive Officer (CEO) of Sompo’s global insurance and reinsurance business outside of Japan. Mr. Shea will become CEO, Sompo P&C, continuing to report to Sompo Group CEO Mikio Okumura. He will also continue in his current role running the Overseas Insurance and Reinsurance business. Within the new Sompo P&C business structure: Koji Ishikawa, CEO of Sompo Japan, continues in his role, and will now report to Mr. Shea. Kenneth Reilly will expand his current responsibilities as CEO, Insurance, Asia Pacific, to also include Deputy CEO of Sompo Japan, Commercial Insurance. Nicolas Burnet will become Group Deputy Chief Financial Officer (CFO) at Sompo Holdings, and CFO for Sompo P&C. He will help oversee the global investment strategy for Sompo in addition to capital allocation, investor relations and merger & acquisitions. He will report to Mr. Shea and Masahiro Hamada, Group CFO. Yasuhiro Oba, currently CEO of Sompo Himawari Life Insurance, will become Sompo Wellbeing CEO, reporting to Mikio Okumura. Within the new Sompo Wellbeing business structure: Yasuki Kume will become CEO of Sompo Himawari Life Insurance. Takamitsu Washimi will continue as CEO of Sompo Care. Annonce • Dec 12
LiveFreely Inc. acquired Sompo Horizon, LLC from Sompo Holdings, Inc. (TSE:8630). LiveFreely Inc. acquired Sompo Horizon, LLC from Sompo Holdings, Inc. (TSE:8630) on December 12, 2024.
LiveFreely Inc. completed the acquisition of Sompo Horizon, LLC from Sompo Holdings, Inc. (TSE:8630) on December 12, 2024. Annonce • Dec 05
Sompo Holdings, Inc. to Report Q3, 2025 Results on Feb 14, 2025 Sompo Holdings, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025 Annonce • Nov 19
Sompo Holdings, Inc. (TSE:8630) announces an Equity Buyback for 72,000,000 shares, representing 7.44% for ¥155,000 million. Sompo Holdings, Inc. (TSE:8630) announces a share repurchase program. Under the program, the company will repurchase up to 72,000,000 shares, representing 7.44% of its issued share capital, for ¥ 155,000 million. The purpose of the program is to improve capital efficiency and shareholder returns. The program is valid till May 19, 2025. As of October 31, 2024, there are 967,370,758 outstanding shares (excluding treasury stock) and 23,111,309 treasury shares. Annonce • Oct 20
Sompo Appoints Maya Dongyoung Lee as COO for Apac Region Sompo has announced the appointment of a chief operating officer (COO) for the Asia Pacific (APAC) region. The firm has announced the appointment of Maya Dongyoung Lee to the position. The appointment is effective immediately. Lee is to oversee Sompo's operations across APAC. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥56.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%). Annonce • Aug 28
Sompo Holdings, Inc. to Report Q2, 2025 Results on Nov 19, 2024 Sompo Holdings, Inc. announced that they will report Q2, 2025 results on Nov 19, 2024 Reported Earnings • Aug 11
First quarter 2025 earnings released: EPS: JP¥122 (vs JP¥100 in 1Q 2024) First quarter 2025 results: EPS: JP¥122 (up from JP¥100 in 1Q 2024). Revenue: JP¥1.48t (up 5.2% from 1Q 2024). Net income: JP¥120.0b (up 20% from 1Q 2024). Profit margin: 8.1% (up from 7.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. New Risk • Aug 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Aug 01
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €21.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Insurance industry in Germany. Total returns to shareholders of 99% over the past three years. Declared Dividend • Jul 11
Final dividend of JP¥56.00 announced Shareholders will receive a dividend of JP¥56.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 290%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 68% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range. Annonce • Jun 15
Sompo Holdings, Inc. to Report Q1, 2025 Results on Aug 09, 2024 Sompo Holdings, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 22
Full year 2024 earnings released: EPS: JP¥420 (vs JP¥90.21 in FY 2023) Full year 2024 results: EPS: JP¥420 (up from JP¥90.21 in FY 2023). Revenue: JP¥4.85t (up 5.5% from FY 2023). Net income: JP¥416.1b (up 356% from FY 2023). Profit margin: 8.6% (up from 2.0% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Annonce • May 22
Sompo Holdings, Inc., Annual General Meeting, Jun 24, 2024 Sompo Holdings, Inc., Annual General Meeting, Jun 24, 2024. Annonce • May 21
Sompo Holdings, Inc. (TSE:8630) announces an Equity Buyback for 40,000,000 shares, representing 4.04% for ¥77,000 million. Sompo Holdings, Inc. (TSE:8630) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 4.04% of its issued share capital (excluding treasury stock), for ¥77,000 million. The purpose of the buyback is maintaining financial soundness and improving capital efficiency. The plan will be valid up to November 18, 2024. As on April 30, 2024, the company had 990,162,313 shares issued (excluding treasury stock), and had 319,754 shares in its treasury. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥150 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%). Annonce • Mar 07
Sompo Holdings, Inc. to Report Fiscal Year 2024 Results on May 20, 2024 Sompo Holdings, Inc. announced that they will report fiscal year 2024 results on May 20, 2024 Reported Earnings • Feb 16
Third quarter 2024 earnings released: EPS: JP¥582 (vs JP¥173 in 3Q 2023) Third quarter 2024 results: EPS: JP¥582 (up from JP¥173 in 3Q 2023). Revenue: JP¥1.15t (up 5.5% from 3Q 2023). Net income: JP¥191.5b (up 232% from 3Q 2023). Profit margin: 17% (up from 5.3% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.0% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. New Risk • Jan 15
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Annonce • Dec 07
Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024 Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, company revised Net income attributable to shareholders of the parent to JPY 324 billion compared to JPY 264 billion previously forecasted and Net income per share of JPY 984.25 compared to JPY 801.98 as previously forecasted. Annonce • Nov 30
Sompo Holdings, Inc. to Report Q3, 2024 Results on Feb 14, 2024 Sompo Holdings, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024 New Risk • Nov 19
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 19
Second quarter 2024 earnings released: EPS: JP¥95.40 (vs JP¥183 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥95.40 (up from JP¥183 loss in 2Q 2023). Revenue: JP¥1.20t (down 3.6% from 2Q 2023). Net income: JP¥31.5b (up JP¥93.3b from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥150 per share at 4.4% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.0%). Annonce • Sep 09
Sompo Holdings, Inc. Announces Resignation of Giichi Shirakawa from CEO of Domestic P&C Insurance Business, Senior Vice President and Executive Officer Sompo Holdings, Inc. announced that at the board meeting held on September 8, 2023 Mr. Giichi Shirakawa has tendered his resignation from CEO of Domestic P&C Insurance Business, Senior Vice President and Executive Officer of SOMPO Holdings, Inc, effective September 8, 2023. Annonce • Aug 31
Sompo Holdings, Inc. to Report Q2, 2024 Results on Nov 17, 2023 Sompo Holdings, Inc. announced that they will report Q2, 2024 results on Nov 17, 2023 New Risk • Aug 21
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Reported Earnings • Aug 10
First quarter 2024 earnings released: EPS: JP¥300 (vs JP¥122 in 1Q 2023) First quarter 2024 results: EPS: JP¥300 (up from JP¥122 in 1Q 2023). Revenue: JP¥1.42t (up 12% from 1Q 2023). Net income: JP¥100.0b (up 139% from 1Q 2023). Profit margin: 7.0% (up from 3.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jul 17
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (101% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Annonce • Jun 15
Sompo Holdings, Inc. to Report Q1, 2024 Results on Aug 09, 2023 Sompo Holdings, Inc. announced that they will report Q1, 2024 results on Aug 09, 2023 Reported Earnings • May 22
Full year 2023 earnings released: EPS: JP¥271 (vs JP¥644 in FY 2022) Full year 2023 results: EPS: JP¥271 (down from JP¥644 in FY 2022). Revenue: JP¥4.54t (up 9.0% from FY 2022). Net income: JP¥91.2b (down 60% from FY 2022). Profit margin: 2.0% (down from 5.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 19
Sompo Holdings, Inc., Annual General Meeting, Jun 26, 2023 Sompo Holdings, Inc., Annual General Meeting, Jun 26, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥130 per share at 4.8% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (4.6%). Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: JP¥173 (vs JP¥153 in 3Q 2022) Third quarter 2023 results: EPS: JP¥173 (up from JP¥153 in 3Q 2022). Revenue: JP¥1.09t (up 12% from 3Q 2022). Net income: JP¥57.6b (up 8.8% from 3Q 2022). Profit margin: 5.3% (down from 5.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annonce • Feb 15
Sompo Holdings, Inc. Announces Executive Changes Sompo Holdings, Inc. announced that Board of Directors has decided the following changes and appointments of Executive Officers, effective April 1, 2023. Nigel FRUDD, change of position from Group CVCO, Chairman of Overseas M&A, Senior Executive Vice President to Chairman of Overseas M&A and Senior Executive Vice President; Yoshihiro UOTANI from Group CRO, Senior Vice President and Executive Officer to Group CRO, Group CIO, Executive Vice President and Executive Officer; Appoints Emiko MAKI as Executive Vice President; resignation of Taisei KAWAZOE, Group CIO, Senior Vice President and Executive Officer. Emiko MAKI (Born on June 29, 1965), April 1988 Joined Yasuda Fire & Marine Insurance Co. Ltd. April 2016 General Manager, Reinsurance Department, Sompo Japan Nipponkoa Inc. April 2018 General Manager, Corporate Planning Department, SOMPO Holdings, Inc. April 2020 Senior Vice President, General Manager, Reinsurance Department, Sompo Japan Insurance Inc. April 2021 Director and Senior Vice President, Sompo Japan Insurance Inc. April 2022 Director and Senior Vice President [CRO], Sompo Japan Insurance Inc. (incumbent). Annonce • Dec 24
Sompo Holdings, Inc. (TSE:8630) entered into an agreement to acquire ND Software Co., Ltd. from Godo Kaisha JVA. Sompo Holdings, Inc. (TSE:8630) entered into an agreement to acquire ND Software Co., Ltd. from Godo Kaisha JVA on December 21, 2022. The transaction is expected to close on February 28, 2022. Annonce • Dec 02
Sompo Holdings, Inc. to Report Q3, 2023 Results on Feb 14, 2023 Sompo Holdings, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 20
Second quarter 2023 earnings released: JP¥29.43 loss per share (vs JP¥206 profit in 2Q 2022) Second quarter 2023 results: JP¥29.43 loss per share (down from JP¥206 profit in 2Q 2022). Revenue: JP¥1.26t (up 15% from 2Q 2022). Net loss: JP¥10.0b (down 114% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Annonce • Nov 19
Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023 Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the period, the company revised Net income attributable to shareholders of the parent from JPY 160.0 billion to JPY 80.0 billion and Net income per share from JPY 467.01 to JPY 238.36. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥130 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.1%). Annonce • Sep 07
Sompo Holdings, Inc. to Report Q2, 2023 Results on Nov 18, 2022 Sompo Holdings, Inc. announced that they will report Q2, 2023 results on Nov 18, 2022 Reported Earnings • Aug 07
First quarter 2023 earnings released: EPS: JP¥122 (vs JP¥164 in 1Q 2022) First quarter 2023 results: EPS: JP¥122 (down from JP¥164 in 1Q 2022). Revenue: JP¥1.26t (up 18% from 1Q 2022). Net income: JP¥41.8b (down 28% from 1Q 2022). Profit margin: 3.3% (down from 5.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.4% compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Annonce • Aug 06
Sompo Holdings, Inc. Provided Earnings Guidance for the Full Year Fiscal Year Ending March 31, 2023 Sompo Holdings, Inc. provided earnings guidance for the full year fiscal year ending March 31, 2023. For the year, company expects Net income attributable to shareholders of the parent to be JPY 160,000 million and Net income per share to be JPY 467.01. Annonce • Jun 03
Sompo Holdings, Inc. to Report Q1, 2023 Results on Aug 05, 2022 Sompo Holdings, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022 Annonce • May 23
Sompo Holdings, Inc. (TSE:8630) announces an Equity Buyback for 16,000,000 shares, representing 4.66% for ¥58,000 million. Sompo Holdings, Inc. (TSE:8630 announces a share repurchase program. Under the program, the company will repurchase up to 16,000,000 shares, representing 4.66% of its issued and outstanding shares of its common stock, for ¥58,000 million. The purpose of the buyback is improving capital efficiency and providing supplementary return. The plan will be valid up to November 17, 2022. As on March 31, 2022, the company had 343,563,949 shares issued and outstanding and 4,134,740 shares in its treasury. Reported Earnings • May 22
Full year 2022 earnings released: EPS: JP¥644 (vs JP¥397 in FY 2021) Full year 2022 results: EPS: JP¥644 (up from JP¥397 in FY 2021). Revenue: JP¥4.15t (up 8.4% from FY 2021). Net income: JP¥224.8b (up 58% from FY 2021). Profit margin: 5.4% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.6% compared to a 24% growth forecast for the insurance industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Annonce • May 20
Sompo Holdings, Inc., Annual General Meeting, Jun 27, 2022 Sompo Holdings, Inc., Annual General Meeting, Jun 27, 2022. Board Change • Apr 27
High number of new directors There are 8 new directors who have joined the board in the last 3 years. Director Toshihiro Teshima was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annonce • Apr 08
Sompo Holdings, Inc. to Report Fiscal Year 2022 Results on May 20, 2022 Sompo Holdings, Inc. announced that they will report fiscal year 2022 results on May 20, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥105 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%). Reported Earnings • Feb 16
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: JP¥153 (up from JP¥130 in 3Q 2021). Revenue: JP¥977.1b (up 7.9% from 3Q 2021). Net income: JP¥53.0b (up 15% from 3Q 2021). Profit margin: 5.4% (up from 5.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Over the next year, revenue is expected to shrink by 3.5% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 20
Second quarter 2022 earnings released: EPS JP¥206 (vs JP¥21.46 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.09t (up 16% from 2Q 2021). Net income: JP¥72.4b (up JP¥80.1b from 2Q 2021). Profit margin: 6.6% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥105 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (4.5%). Reported Earnings • Aug 08
First quarter 2022 earnings released: EPS JP¥164 (vs JP¥130 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.07t (up 5.7% from 1Q 2021). Net income: JP¥58.3b (up 23% from 1Q 2021). Profit margin: 5.4% (up from 4.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year. Annonce • Aug 08
Sompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022 Sompo Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected ordinary profit of JPY 185,000 million, net income attributable to shareholders of the parent of JPY 125,000 million and net income per share of JPY 352.15. Executive Departure • Jul 06
Independent Outside Director Sawako Nohara has left the company On the 28th of June, Sawako Nohara's tenure as Independent Outside Director ended after 8.1 years in the role. We don't have any record of a personal shareholding under Sawako's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years. Executive Departure • Jul 06
Independent Outside Director Atsuko Muraki has left the company On the 28th of June, Atsuko Muraki's tenure as Independent Outside Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Atsuko's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years. Executive Departure • Jul 06
Director Hidenori Hanada has left the company On the 28th of June, Hidenori Hanada's tenure as Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Hidenori's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years. Reported Earnings • May 23
Full year 2021 earnings released: EPS JP¥397 (vs JP¥334 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥3.82t (up 1.8% from FY 2020). Net income: JP¥142.5b (up 16% from FY 2020). Profit margin: 3.7% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 4% per year. Upcoming Dividend • Mar 24
Upcoming dividend of JP¥90.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 23 June 2021. Trailing yield: 4.1%. Within top quartile of German dividend payers (3.3%). In line with average of industry peers (4.1%). Is New 90 Day High Low • Mar 05
New 90-day low: €30.80 The company is down 6.0% from its price of €32.80 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Insurance industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.57 per share. Annonce • Mar 04
Sompo Holdings, Inc. to Report Fiscal Year 2021 Results on May 20, 2021 Sompo Holdings, Inc. announced that they will report fiscal year 2021 results on May 20, 2021