Yamaha Corporation

Report azionario TSE:7951

Capitalizzazione di mercato: JP¥596.7b

Yamaha Gestione

Criteri Gestione verificati 1/4

Yamaha Il CEO è Atsushi Yamaura, nominato in Apr2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è ¥ 124.00M, composta da 62.1% di stipendio e 37.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.013% delle azioni della società, per un valore di ¥ 78.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 2.2 anni.

Informazioni chiave

Atsushi Yamaura

Amministratore delegato

JP¥124.0m

Compenso totale

Percentuale dello stipendio del CEO62.10%
Mandato del CEO2.3yrs
Proprietà del CEO0.01%
Durata media del management1.5yrs
Durata media del Consiglio di amministrazione2.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi Aug 06

Yamaha Corporation (TSE:7951) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...
Aggiornamento narrativa Apr 28

7951: Buybacks And Mixed Segment Trends Will Support Balanced Medium-Term Repricing

Analysts have kept Yamaha's fair value estimate steady at ¥1,181.43, with only marginal adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E to reflect refreshed assumptions rather than a change in overall view. What's in the News Yamaha completed a share repurchase of 13,488,300 shares, or 3% of shares, for ¥14,999.9 million under the buyback announced on November 4, 2025.
Aggiornamento narrativa Apr 09

7951: Buybacks And Creator-Focused Products Will Support Steady Medium-Term Repricing

Analysts have kept Yamaha's price target broadly steady around ¥1,181, citing only small tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E multiple rather than any major shift in the outlook. What's in the News Yamaha completed a share repurchase program announced on November 4, 2025, buying back a total of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million.
Aggiornamento narrativa Mar 26

7951: Buybacks And Creator-Focused Products Will Support Balanced Medium-Term Repricing

Analysts have adjusted their price target on Yamaha slightly higher from ¥1,180 to approximately ¥1,181, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Yamaha completed a share buyback of 13,488,300 shares, representing 3% of shares, for ¥14,999.9 million under the program announced on November 4, 2025, with repurchases running through March 24, 2026 (company buyback update).
Aggiornamento narrativa Mar 11

7951: Share Repurchases And New Creator Products Will Support Balanced Medium Term Repricing

Analysts have kept their Yamaha price target steady at ¥1,180, with small tweaks to inputs such as the discount rate and assumed future P/E reflecting only minor model refinements rather than a shift in their overall view. What's in the News Board meeting scheduled for November 4, 2025 to approve matters related to acquisition of treasury stock, indicating continued focus on share repurchases (Board Meeting).
Aggiornamento narrativa Feb 25

7951: Audio Creator Launches And Buyback Will Support Balanced Medium Term Repricing

Analysts have adjusted their price target on Yamaha to ¥1,180 from ¥1,158, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Yamaha raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now guiding to revenue of ¥462.0b, core operating profit of ¥33.0b, operating profit of ¥30.0b, and profit attributable to owners of the parent of ¥24.0b, with basic EPS at ¥53.32 (company guidance).
Articolo di analisi Feb 13

There May Be Reason For Hope In Yamaha's (TSE:7951) Disappointing Earnings

Shareholders appeared unconcerned with Yamaha Corporation's ( TSE:7951 ) lackluster earnings report last week. We think...
Aggiornamento narrativa Feb 11

7951: New Audio Creator Products And Buyback Will Support Measured Repricing Potential

Analysts have kept their Yamaha fair value estimate steady at ¥1,158.57, with only modest tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E informing the updated price target narrative. What's in the News Yamaha revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with revenue now expected at ¥462.0b and core operating profit at ¥33.0b, alongside profit attributable to owners of the parent of ¥24.0b and basic EPS of ¥53.32.
Aggiornamento narrativa Jan 28

7951: New Creator-Focused Audio Lineup Will Support Gradual Repricing Potential

Analysts have lifted their fair value estimate for Yamaha from ¥1,132.50 to about ¥1,158.60, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively support a higher price target. What's in the News Yamaha launched its MGX Series digital mixing consoles, URX Series audio interfaces, and CC1 USB controller, targeting musicians, performers, streamers, podcasters, and content creators across live performance, recording, and streaming use cases (Product-Related Announcements).
Articolo di analisi Jan 06

Yamaha (TSE:7951) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Dec 03

Yamaha (TSE:7951) Could Easily Take On More Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento narrativa Sep 06

Digital Transformation Will Unlock Global Music Opportunities

Despite a slight increase in Yamaha’s discount rate, both the future P/E and analyst price target remained essentially unchanged, with the fair value holding steady at ¥1132. What's in the News Yamaha lowered FY2026 guidance, with revenue now expected at JPY 452,000 million (down from JPY 455,000 million) and operating profit revised to JPY 30,000 million (down from JPY 38,500 million).
Articolo di analisi Aug 14

We Think You Can Look Beyond Yamaha's (TSE:7951) Lackluster Earnings

The most recent earnings report from Yamaha Corporation ( TSE:7951 ) was disappointing for shareholders. However, our...
Articolo di analisi Jul 14

Is Yamaha (TSE:7951) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Jun 28

Yamaha Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...
Articolo di analisi Apr 25

Investors Appear Satisfied With Yamaha Corporation's (TSE:7951) Prospects

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a strong sell...
Articolo di analisi Mar 15

Yamaha (TSE:7951) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Feb 28

An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 22% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Yamaha fair value estimate is JP¥1,443 Yamaha is estimated to...
Articolo di analisi Feb 13

Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

Soft earnings didn't appear to concern Yamaha Corporation's ( TSE:7951 ) shareholders over the last week. Our analysis...
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Nuova narrativa Dec 29

New Digital Mixer And Audio Equipment Expansion Ignite Future Growth

Strong performance in B2B audio and new digital mixer release are key drivers of future revenue growth despite sluggish instrument sales.
Articolo di analisi Dec 23

Yamaha Corporation's (TSE:7951) Share Price Matching Investor Opinion

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a strong sell...
Articolo di analisi Dec 04

Investors Could Be Concerned With Yamaha's (TSE:7951) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Aug 28

Is There An Opportunity With Yamaha Corporation's (TSE:7951) 35% Undervaluation?

Key Insights The projected fair value for Yamaha is JP¥5,282 based on 2 Stage Free Cash Flow to Equity Yamaha's...
Articolo di analisi Aug 11

The Price Is Right For Yamaha Corporation (TSE:7951) Even After Diving 25%

Yamaha Corporation ( TSE:7951 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Articolo di analisi Jul 31

Yamaha (TSE:7951) Has Announced A Dividend Of ¥37.00

Yamaha Corporation ( TSE:7951 ) will pay a dividend of ¥37.00 on the 9th of December. The dividend yield will be 2.1...
Articolo di analisi Jul 18

The Returns On Capital At Yamaha (TSE:7951) Don't Inspire Confidence

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Jul 02

Some May Be Optimistic About Yamaha's (TSE:7951) Earnings

The market for Yamaha Corporation's ( TSE:7951 ) shares didn't move much after it posted weak earnings recently. We...
Articolo di analisi Jun 26

Market Participants Recognise Yamaha Corporation's (TSE:7951) Earnings

Yamaha Corporation's ( TSE:7951 ) price-to-earnings (or "P/E") ratio of 19.9x might make it look like a sell right now...
Articolo di analisi Jun 11

Here's Why Yamaha (TSE:7951) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi May 26

An Intrinsic Calculation For Yamaha Corporation (TSE:7951) Suggests It's 21% Undervalued

Key Insights The projected fair value for Yamaha is JP¥4,270 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi May 10

Results: Yamaha Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

It's been a good week for Yamaha Corporation ( TSE:7951 ) shareholders, because the company has just released its...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Atsushi Yamaura rispetto agli utili di Yamaha?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

JP¥32b

Mar 31 2026JP¥124mJP¥77m

JP¥24b

Compensazione vs Mercato: La retribuzione totale di Atsushi ($USD 778.97K ) è circa la media per le aziende di dimensioni simili nel mercato JP ($USD 904.61K ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Atsushi con le performance aziendali.


AMMINISTRATORE DELEGATO

Atsushi Yamaura (59 yo)

2.3yrs
Mandato
JP¥124,000,000
Compensazione

Mr. Atsushi Yamaura is President and Representative Executive Officer at Yamaha Corporation since April 1, 2024 and serves as its Director since June 2024. He was Executive Officer and Executive General Ma...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Atsushi Yamaura
President2.3yrsJP¥124.00m0.013%
¥ 78.8m
Takuya Nakata
Chairman13.2yrsJP¥160.00m0.066%
¥ 394.3m
Taro Tokuhiro
Executive Officer & Executive GM of Operations Unitno dataNessun dato0.0088%
¥ 52.6m
Masahiro Ikeda
Operating Officer & Executive General Manager of Technology Unit1.6yrsNessun datoNessun dato
Masato Oshiki
Managing Executive Officer & Executive GM of Musical Instruments Business Unit3.6yrsNessun dato0.015%
¥ 87.9m
Hideki Fujiwara
Managing Director of Research Wing for Yamaha Motor India6.5yrsNessun datoNessun dato
Toshiaki Goto
Exec. officer and Deputy Exec GM of Musical Instruments Buss. Unit & Audio Products Business Unitno dataNessun dato0.0064%
¥ 38.0m
Jun Nishimura
Exec. Officer and Dpty EGM of Musical Instruments Buss. Unit & Audio Products Buss. Unit1.3yrsNessun datoNessun dato
Nobukazu Toba
Executive Officer & Executive GM of Audio Products Business Unit1.3yrsNessun dato0.0044%
¥ 26.3m
Masamitsu Kitase
Executive Officer & Senior General Manager of New Business Development Divisionless than a yearNessun datoNessun dato
Mitsuru Shomon
Executive Officer & Executive GM of Corporate Management Unitless than a yearNessun datoNessun dato
1.5yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di 7951 non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Atsushi Yamaura
President2.2yrsJP¥124.00m0.013%
¥ 78.8m
Takuya Nakata
Chairman13.2yrsJP¥160.00m0.066%
¥ 394.3m
Shuji Ito
Independent Outside Director1.2yrsNessun datoNessun dato
Hiromichi Shinohara
Independent Outside Director5.2yrsNessun dato0.00077%
¥ 4.6m
Shuji Ito
Outside Independent Director1.2yrsNessun datoNessun dato
Kerrie Waring
Independent Outside Directorless than a yearNessun datoNessun dato
Naoko Yoshizawa
Independent Outside Director5.2yrsNessun datoNessun dato
Naho Ebata
Independent Outside Director3.2yrsNessun datoNessun dato
Saimon Nogami
Independent Outside Director1.2yrsNessun datoNessun dato
2.2yrs
Durata media
66yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di 7951 non è considerato esperto (durata media del mandato 2.2 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/14 16:09
Prezzo dell'azione a fine giornata2026/08/14 00:00
Utili2026/06/30
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Yamaha Corporation è coperta da 20 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Eiichi KatayamaBofA Global Research
Citi ResearchCitigroup Inc
Kota EzawaCitigroup Inc