Aeon (8267) Aperçu de l'action
Aeon Co., Ltd. opère dans le secteur du commerce de détail au Japon, en Chine, dans les pays de l'ANASE et au niveau international. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
8267 Community Fair Values
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Analyst Price Targets
Aeon Co., Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | JP¥1,428.00 |
| Plus haut sur 52 semaines | JP¥2,920.00 |
| Plus bas sur 52 semaines | JP¥1,402.00 |
| Bêta | 0.23 |
| Variation sur 1 mois | -7.24% |
| Variation sur 3 mois | -37.46% |
| Variation sur 1 an | -3.06% |
| Variation sur 3 ans | 51.70% |
| Variation sur 5 ans | 46.54% |
| Évolution depuis l'introduction en bourse | 395.26% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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).
Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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).Recent updates
Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Rendement pour les actionnaires
| 8267 | JP Consumer Retailing | JP Marché | |
|---|---|---|---|
| 7D | -4.8% | -2.0% | 3.4% |
| 1Y | -3.1% | -10.4% | 43.2% |
Rendement vs Industrie: 8267 a dépassé le secteur JP Consumer Retailing qui a rapporté -10.4 % au cours de l'année écoulée.
Rendement vs marché: 8267 a sous-performé le marché JP qui a rapporté 43.2 % au cours de l'année écoulée.
Volatilité des prix
| 8267 volatility | |
|---|---|
| 8267 Average Weekly Movement | 5.3% |
| Consumer Retailing Industry Average Movement | 3.4% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.7% |
| 10% least volatile stocks in JP Market | 2.5% |
Cours de l'action stable: 8267 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché JP.
Volatilité au fil du temps: La volatilité hebdomadaire de 8267 ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1758 | 360,000 | Akio Yoshida | www.aeon.info |
Aeon Co., Ltd. opère dans le secteur du commerce de détail au Japon, en Chine, dans les pays de l'ANASE et au niveau international. Elle exerce ses activités par l'intermédiaire des segments suivants : Magasins de marchandises diverses (GMS), Magasins discount, Supermarchés (SM), Santé et bien-être, Services financiers, Développement de centres commerciaux, Services et magasins spécialisés, International et Autres activités. Le segment GMS Business exploite des magasins de marchandises générales et des magasins spécialisés qui vendent des déjeuners emballés et des repas prêts à consommer.
Aeon Co., Ltd. Résumé des fondamentaux
| 8267 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | JP¥3.95t |
| Bénéfices(TTM) | JP¥72.68b |
| Recettes(TTM) | JP¥10.72t |
54.4x
Ratio P/E0.4x
Ratio P/SLe site 8267 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 8267 compte de résultat (TTM) | |
|---|---|
| Recettes | JP¥10.72t |
| Coût des recettes | JP¥7.03t |
| Marge brute | JP¥3.68t |
| Autres dépenses | JP¥3.61t |
| Les revenus | JP¥72.68b |
Derniers bénéfices déclarés
Feb 28, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 26.27 |
| Marge brute | 34.38% |
| Marge bénéficiaire nette | 0.68% |
| Ratio dettes/capitaux propres | 180.0% |
Quelles ont été les performances à long terme de 8267?
Voir les performances historiques et les comparaisonsDividendes
1.0%
Rendement actuel des dividendes51%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 19:41 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/02/28 |
| Revenus annuels | 2026/02/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Aeon Co., Ltd. est couverte par 18 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ryota Himeno | Barclays |
| Hidehiko Aoki | BofA Global Research |
| Masataka Kunito | Citigroup Inc |