View Financial HealthSompo Holdings 配当と自社株買い配当金 基準チェック /56Sompo Holdingsは配当を支払う会社で、現在の利回りは2.81%ですが、利益によって十分にカバーされています。次の支払い日は 7th December, 2026で、権利落ち日は29th September, 2026 。主要情報2.8%配当利回り3.6%バイバック利回り総株主利回り6.4%将来の配当利回り3.9%配当成長16.9%次回配当支払日07 Dec 26配当落ち日29 Sep 26一株当たり配当金n/a配当性向21%最近の配当と自社株買いの更新Declared Dividend • Jul 26Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 276%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 22% 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 grow by 9.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 19Sompo 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.お知らせ • Nov 19Sompo 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.Upcoming Dividend • Sep 20Upcoming dividend of JP¥56.00 per shareEligible 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%).Declared Dividend • Jul 11Final dividend of JP¥56.00 announcedShareholders 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.お知らせ • May 21Sompo 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.すべての更新を表示Recent updatesDeclared Dividend • Jul 26Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 276%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 22% 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 grow by 9.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jul 01High number of new directorsThere 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.お知らせ • Jun 03Sompo Holdings, Inc. to Report Q1, 2027 Results on Aug 14, 2026Sompo Holdings, Inc. announced that they will report Q1, 2027 results on Aug 14, 2026Reported Earnings • May 24Full 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.お知らせ • May 20+ 1 more updateSompo Holdings, Inc., Annual General Meeting, Jun 22, 2026Sompo Holdings, Inc., Annual General Meeting, Jun 22, 2026.お知らせ • May 01Sompo Holdings, Inc. to Report Fiscal Year 2026 Results on May 20, 2026Sompo Holdings, Inc. announced that they will report fiscal year 2026 results at 4:30 PM, Tokyo Standard Time on May 20, 2026お知らせ • Feb 13Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sompo 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.お知らせ • Dec 02Sompo Holdings, Inc. to Report Q3, 2026 Results on Feb 13, 2026Sompo Holdings, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • Nov 20+ 1 more updateSompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the now company expects net income attributable to owners of parent of JPY 540.00 billion and basic earnings per share of JPY 591.68 against net income attributable to owners of parent of JPY 335.0 billion and basic earnings per share of JPY 356.47. The main reasons for the upward revision of net income attributable to owners of parent are that unrealized gains on financial products are increasing due to fluctuations in financial markets, and insurance claims incurred due to natural disasters both in Japan and overseas are expected to be lower than the previous forecast.お知らせ • Nov 19Sompo 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.お知らせ • Sep 03Sompo Holdings, Inc. to Report Q2, 2026 Results on Nov 19, 2025Sompo Holdings, Inc. announced that they will report Q2, 2026 results on Nov 19, 2025お知らせ • Aug 20Sompo Reportedly in Discussions to Acquire AspenSompo 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.お知らせ • Jun 05Sompo Holdings, Inc. to Report Q1, 2026 Results on Aug 14, 2025Sompo Holdings, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025お知らせ • May 20Sompo Holdings, Inc., Annual General Meeting, Jun 23, 2025Sompo Holdings, Inc., Annual General Meeting, Jun 23, 2025.お知らせ • Mar 12Sompo Holdings, Inc. to Report Fiscal Year 2025 Results on May 20, 2025Sompo Holdings, Inc. announced that they will report fiscal year 2025 results on May 20, 2025お知らせ • Feb 14Sompo Holdings, Inc. Announces Executive ChangesSompo 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.お知らせ • Dec 12LiveFreely 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.お知らせ • Dec 05Sompo Holdings, Inc. to Report Q3, 2025 Results on Feb 14, 2025Sompo Holdings, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025お知らせ • Nov 21+ 1 more updateSompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company revises net income attributable to shareholders of the parent of JPY 400.0 billion compared to JPY 230.0 billion previously forecasted and Net income per share of JPY 412.27 compared to JPY 232.88 as previously forecasted. The reasons for the above upward revisions are that the reduction of strategic holding stocks by Sompo Japan Insurance Inc, a consolidated subsidiary of the Company, is progressing faster than the previous forecasts, and the Company's gain on sale of securities is expected to be greater than the previous forecast due to the partial sale of investment securities held by the Company in the current accounting period.お知らせ • Nov 19Sompo 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.お知らせ • Oct 20Sompo Appoints Maya Dongyoung Lee as COO for Apac RegionSompo 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 20Upcoming dividend of JP¥56.00 per shareEligible 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%).お知らせ • Aug 28Sompo Holdings, Inc. to Report Q2, 2025 Results on Nov 19, 2024Sompo Holdings, Inc. announced that they will report Q2, 2025 results on Nov 19, 2024Reported Earnings • Aug 11First 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 07New minor risk - Share price stabilityThe 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 01Investor 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 11Final dividend of JP¥56.00 announcedShareholders 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.お知らせ • Jun 15Sompo Holdings, Inc. to Report Q1, 2025 Results on Aug 09, 2024Sompo Holdings, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 22Full 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.お知らせ • May 22Sompo Holdings, Inc., Annual General Meeting, Jun 24, 2024Sompo Holdings, Inc., Annual General Meeting, Jun 24, 2024.お知らせ • May 21Sompo 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 21Upcoming dividend of JP¥150 per shareEligible 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%).お知らせ • Mar 07Sompo Holdings, Inc. to Report Fiscal Year 2024 Results on May 20, 2024Sompo Holdings, Inc. announced that they will report fiscal year 2024 results on May 20, 2024Reported Earnings • Feb 16Third 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.お知らせ • Jan 26+ 1 more updateSompo Holdings, Inc. Announces CEO ChangesSompo Holdings, Inc. announced that its Board of Directors has decided at a meeting held on January 26, 2024 to make the following changes to Representative Executive Officers and Senior Vice Presidents and Executive Officers. The company announced the resignation of Kengo SAKURADA as Group CEO, Effective March 31, 2024. The company also announced that Mikio OKUMURA's designation has ben changed from Group COO, Director, Representative Executive Officer and President to the new position of Group CEO, Director, Representative Executive Officer and President, Effective April 1, 2024. Change of Representative Executive Officer due to changes in the Company's executive personnel.New Risk • Jan 15New major risk - Revenue and earnings growthEarnings 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.お知らせ • Dec 07Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Sompo 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.お知らせ • Nov 30Sompo Holdings, Inc. to Report Q3, 2024 Results on Feb 14, 2024Sompo Holdings, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024New Risk • Nov 19New major risk - Revenue and earnings growthEarnings 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 19Second 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.お知らせ • Nov 18+ 1 more updateSompo Holdings, Inc. Announces Dividend for the Second Quarter of Fiscal Year-End Ending March 31, 2024, Payable on December 5, 2023 and Provides Dividend Guidance for the Fiscal Year-End Ending March 31, 2024Sompo Holdings, Inc. announced dividend for the second quarter of fiscal year-end ending March 31, 2024 and provided dividend guidance for the fiscal year-end ending March 31, 2024. For the Second quarter-end, company announced dividend of JPY 150.00 per share compared to JPY 130.00 per share a year ago. Payable on December 5, 2023.For the Fiscal year-end, company expects dividend of JPY 150.00 per share compared to JPY 130.00 per share a year ago.Upcoming Dividend • Sep 21Upcoming dividend of JP¥150 per share at 4.4% yieldEligible 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%).お知らせ • Sep 09Sompo Holdings, Inc. Announces Resignation of Giichi Shirakawa from CEO of Domestic P&C Insurance Business, Senior Vice President and Executive OfficerSompo 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.お知らせ • Aug 31Sompo Holdings, Inc. to Report Q2, 2024 Results on Nov 17, 2023Sompo Holdings, Inc. announced that they will report Q2, 2024 results on Nov 17, 2023New Risk • Aug 21New minor risk - Earnings qualityThe 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 10First 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 17New minor risk - Earnings qualityThe 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).お知らせ • Jun 15Sompo Holdings, Inc. to Report Q1, 2024 Results on Aug 09, 2023Sompo Holdings, Inc. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 22Full 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.お知らせ • May 20+ 4 more updatesSompo Holdings, Inc. (TSE:8630) announces an Equity Buyback for 7,000,000 shares, representing 2.1% for ¥25,000 million.Sompo Holdings, Inc. (TSE:8630) announces a share repurchase program. Under the program, the company will repurchase up to 7,000,000 shares, representing 2.1% of its issued share capital (excluding treasury stock), for ¥25,000 million. The purpose of the buyback is maintaining financial soundness and improving capital efficiency. The plan will be valid up to November 16, 2023. As on March 31, 2023, the company had 333,937,307 shares issued (excluding treasury stock), and had 13,761,382 shares in its treasury.お知らせ • May 19Sompo Holdings, Inc., Annual General Meeting, Jun 26, 2023Sompo Holdings, Inc., Annual General Meeting, Jun 26, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥130 per share at 4.8% yieldEligible 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 15Third 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.お知らせ • Feb 15Sompo Holdings, Inc. Announces Executive ChangesSompo 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).お知らせ • Feb 14+ 1 more updateSompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sompo Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net income attributable to shareholders of the parent of JPY 80,000 million and net income per share of JPY 238.36.お知らせ • Dec 24Sompo 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.お知らせ • Dec 02Sompo Holdings, Inc. to Report Q3, 2023 Results on Feb 14, 2023Sompo Holdings, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 20Second 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.お知らせ • Nov 19Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sompo 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.お知らせ • Nov 18+ 1 more updateSompo Holdings, Inc. Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023, Payable on December 6, 2022; Provides Dividend Guidance for the Full Year of the Fiscal Ending March 31, 2023 SituationSompo Holdings, Inc. announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 130.00 per share against a dividend of JPY 105.00 per share paid a year ago. Payable on December 6, 2022.For the fiscal year ending March 31, 2023, the company provided dividend guidance of JPY 130.00 per share against a dividend of JPY 105.00 per share paid a year ago.Upcoming Dividend • Sep 22Upcoming dividend of JP¥130 per shareEligible 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%).お知らせ • Sep 07Sompo Holdings, Inc. to Report Q2, 2023 Results on Nov 18, 2022Sompo Holdings, Inc. announced that they will report Q2, 2023 results on Nov 18, 2022Reported Earnings • Aug 07First 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.お知らせ • Aug 06Sompo Holdings, Inc. Provided Earnings Guidance for the Full Year Fiscal Year Ending March 31, 2023Sompo 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.お知らせ • Jun 03Sompo Holdings, Inc. to Report Q1, 2023 Results on Aug 05, 2022Sompo Holdings, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 23Sompo 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 22Full 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.お知らせ • May 21+ 1 more updateSompo Holdings, Inc. Provides Earnings Guidance for the Full Year Fiscal Year Ending March 31, 2023Sompo 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.お知らせ • May 20Sompo Holdings, Inc., Annual General Meeting, Jun 27, 2022Sompo Holdings, Inc., Annual General Meeting, Jun 27, 2022.Board Change • Apr 27High number of new directorsThere 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.お知らせ • Apr 08Sompo Holdings, Inc. to Report Fiscal Year 2022 Results on May 20, 2022Sompo Holdings, Inc. announced that they will report fiscal year 2022 results on May 20, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥105 per shareEligible 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 16Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird 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.お知らせ • Feb 15+ 2 more updatesSompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Sompo Holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected operating profit of JPY 267,000 million, net income attributable to owners of parent of JPY 178,000 million or JPY 510.50 per basic share.Reported Earnings • Nov 20Second 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 22Upcoming dividend of JP¥105 per shareEligible 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 08First 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.お知らせ • Aug 08Sompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Sompo 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 06Independent Outside Director Sawako Nohara has left the companyOn 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 06Independent Outside Director Atsuko Muraki has left the companyOn 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 06Director Hidenori Hanada has left the companyOn 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 23Full 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.お知らせ • May 21+ 1 more updateSompo Holdings, Inc. Provides Earnings Guidance for the Full Year Ending March 31, 2022Sompo Holdings, Inc. provided earnings guidance for the full year ending March 31, 2022. For the year, the company expects ordinary profit of JPY 185,000 million and net income attributable to shareholders of the parent of JPY 125,000 million and net income per share of JPY 352.15.Upcoming Dividend • Mar 24Upcoming dividend of JP¥90.00 per shareEligible 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 05New 90-day low: €30.80The 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.配当金の支払いについて今日Aug 01 2026配当落ち日Sep 29 2026配当支払日Dec 07 202669 days 配当落ちから次の58 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: ANKの1株当たり配当金は過去10年間安定しています。増加する配当: ANKの配当金は過去10年間にわたって増加しています。配当利回り対市場Sompo Holdings 配当利回り対市場ANK 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ANK)2.8%市場下位25% (DE)1.5%市場トップ25% (DE)4.7%業界平均 (Insurance)4.1%アナリスト予想 (ANK) (最長3年)3.9%注目すべき配当: ANKの配当金 ( 2.81% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) よりも高くなっています。高配当: ANKの配当金 ( 2.81% ) はGerman市場の配当金支払者の上位 25% ( 4.69% ) と比較すると低いです。株主への利益配当収益カバレッジ: ANKは低い 配当性向 ( 21.4% ) であるため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: ANKの 現金配当性向 ( 27.6% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/01 05:20終値2026/07/31 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sompo Holdings, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Natsumu TsujinoBofA Global ResearchKoichi NiwaCitigroup IncKazuki WatanabeDaiwa Securities Co. Ltd.16 その他のアナリストを表示
Declared Dividend • Jul 26Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 276%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 22% 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 grow by 9.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 19Sompo 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.
お知らせ • Nov 19Sompo 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.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥56.00 per shareEligible 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%).
Declared Dividend • Jul 11Final dividend of JP¥56.00 announcedShareholders 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.
お知らせ • May 21Sompo 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.
Declared Dividend • Jul 26Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 276%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 22% 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 grow by 9.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01High number of new directorsThere 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.
お知らせ • Jun 03Sompo Holdings, Inc. to Report Q1, 2027 Results on Aug 14, 2026Sompo Holdings, Inc. announced that they will report Q1, 2027 results on Aug 14, 2026
Reported Earnings • May 24Full 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.
お知らせ • May 20+ 1 more updateSompo Holdings, Inc., Annual General Meeting, Jun 22, 2026Sompo Holdings, Inc., Annual General Meeting, Jun 22, 2026.
お知らせ • May 01Sompo Holdings, Inc. to Report Fiscal Year 2026 Results on May 20, 2026Sompo Holdings, Inc. announced that they will report fiscal year 2026 results at 4:30 PM, Tokyo Standard Time on May 20, 2026
お知らせ • Feb 13Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sompo 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.
お知らせ • Dec 02Sompo Holdings, Inc. to Report Q3, 2026 Results on Feb 13, 2026Sompo Holdings, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • Nov 20+ 1 more updateSompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the now company expects net income attributable to owners of parent of JPY 540.00 billion and basic earnings per share of JPY 591.68 against net income attributable to owners of parent of JPY 335.0 billion and basic earnings per share of JPY 356.47. The main reasons for the upward revision of net income attributable to owners of parent are that unrealized gains on financial products are increasing due to fluctuations in financial markets, and insurance claims incurred due to natural disasters both in Japan and overseas are expected to be lower than the previous forecast.
お知らせ • Nov 19Sompo 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.
お知らせ • Sep 03Sompo Holdings, Inc. to Report Q2, 2026 Results on Nov 19, 2025Sompo Holdings, Inc. announced that they will report Q2, 2026 results on Nov 19, 2025
お知らせ • Aug 20Sompo Reportedly in Discussions to Acquire AspenSompo 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.
お知らせ • Jun 05Sompo Holdings, Inc. to Report Q1, 2026 Results on Aug 14, 2025Sompo Holdings, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
お知らせ • May 20Sompo Holdings, Inc., Annual General Meeting, Jun 23, 2025Sompo Holdings, Inc., Annual General Meeting, Jun 23, 2025.
お知らせ • Mar 12Sompo Holdings, Inc. to Report Fiscal Year 2025 Results on May 20, 2025Sompo Holdings, Inc. announced that they will report fiscal year 2025 results on May 20, 2025
お知らせ • Feb 14Sompo Holdings, Inc. Announces Executive ChangesSompo 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.
お知らせ • Dec 12LiveFreely 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.
お知らせ • Dec 05Sompo Holdings, Inc. to Report Q3, 2025 Results on Feb 14, 2025Sompo Holdings, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025
お知らせ • Nov 21+ 1 more updateSompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Sompo Holdings, Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company revises net income attributable to shareholders of the parent of JPY 400.0 billion compared to JPY 230.0 billion previously forecasted and Net income per share of JPY 412.27 compared to JPY 232.88 as previously forecasted. The reasons for the above upward revisions are that the reduction of strategic holding stocks by Sompo Japan Insurance Inc, a consolidated subsidiary of the Company, is progressing faster than the previous forecasts, and the Company's gain on sale of securities is expected to be greater than the previous forecast due to the partial sale of investment securities held by the Company in the current accounting period.
お知らせ • Nov 19Sompo 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.
お知らせ • Oct 20Sompo Appoints Maya Dongyoung Lee as COO for Apac RegionSompo 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 20Upcoming dividend of JP¥56.00 per shareEligible 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%).
お知らせ • Aug 28Sompo Holdings, Inc. to Report Q2, 2025 Results on Nov 19, 2024Sompo Holdings, Inc. announced that they will report Q2, 2025 results on Nov 19, 2024
Reported Earnings • Aug 11First 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 07New minor risk - Share price stabilityThe 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 01Investor 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 11Final dividend of JP¥56.00 announcedShareholders 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.
お知らせ • Jun 15Sompo Holdings, Inc. to Report Q1, 2025 Results on Aug 09, 2024Sompo Holdings, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 22Full 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.
お知らせ • May 22Sompo Holdings, Inc., Annual General Meeting, Jun 24, 2024Sompo Holdings, Inc., Annual General Meeting, Jun 24, 2024.
お知らせ • May 21Sompo 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 21Upcoming dividend of JP¥150 per shareEligible 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%).
お知らせ • Mar 07Sompo Holdings, Inc. to Report Fiscal Year 2024 Results on May 20, 2024Sompo Holdings, Inc. announced that they will report fiscal year 2024 results on May 20, 2024
Reported Earnings • Feb 16Third 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.
お知らせ • Jan 26+ 1 more updateSompo Holdings, Inc. Announces CEO ChangesSompo Holdings, Inc. announced that its Board of Directors has decided at a meeting held on January 26, 2024 to make the following changes to Representative Executive Officers and Senior Vice Presidents and Executive Officers. The company announced the resignation of Kengo SAKURADA as Group CEO, Effective March 31, 2024. The company also announced that Mikio OKUMURA's designation has ben changed from Group COO, Director, Representative Executive Officer and President to the new position of Group CEO, Director, Representative Executive Officer and President, Effective April 1, 2024. Change of Representative Executive Officer due to changes in the Company's executive personnel.
New Risk • Jan 15New major risk - Revenue and earnings growthEarnings 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.
お知らせ • Dec 07Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Sompo 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.
お知らせ • Nov 30Sompo Holdings, Inc. to Report Q3, 2024 Results on Feb 14, 2024Sompo Holdings, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings 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 19Second 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.
お知らせ • Nov 18+ 1 more updateSompo Holdings, Inc. Announces Dividend for the Second Quarter of Fiscal Year-End Ending March 31, 2024, Payable on December 5, 2023 and Provides Dividend Guidance for the Fiscal Year-End Ending March 31, 2024Sompo Holdings, Inc. announced dividend for the second quarter of fiscal year-end ending March 31, 2024 and provided dividend guidance for the fiscal year-end ending March 31, 2024. For the Second quarter-end, company announced dividend of JPY 150.00 per share compared to JPY 130.00 per share a year ago. Payable on December 5, 2023.For the Fiscal year-end, company expects dividend of JPY 150.00 per share compared to JPY 130.00 per share a year ago.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥150 per share at 4.4% yieldEligible 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%).
お知らせ • Sep 09Sompo Holdings, Inc. Announces Resignation of Giichi Shirakawa from CEO of Domestic P&C Insurance Business, Senior Vice President and Executive OfficerSompo 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.
お知らせ • Aug 31Sompo Holdings, Inc. to Report Q2, 2024 Results on Nov 17, 2023Sompo Holdings, Inc. announced that they will report Q2, 2024 results on Nov 17, 2023
New Risk • Aug 21New minor risk - Earnings qualityThe 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 10First 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 17New minor risk - Earnings qualityThe 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).
お知らせ • Jun 15Sompo Holdings, Inc. to Report Q1, 2024 Results on Aug 09, 2023Sompo Holdings, Inc. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 22Full 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.
お知らせ • May 20+ 4 more updatesSompo Holdings, Inc. (TSE:8630) announces an Equity Buyback for 7,000,000 shares, representing 2.1% for ¥25,000 million.Sompo Holdings, Inc. (TSE:8630) announces a share repurchase program. Under the program, the company will repurchase up to 7,000,000 shares, representing 2.1% of its issued share capital (excluding treasury stock), for ¥25,000 million. The purpose of the buyback is maintaining financial soundness and improving capital efficiency. The plan will be valid up to November 16, 2023. As on March 31, 2023, the company had 333,937,307 shares issued (excluding treasury stock), and had 13,761,382 shares in its treasury.
お知らせ • May 19Sompo Holdings, Inc., Annual General Meeting, Jun 26, 2023Sompo Holdings, Inc., Annual General Meeting, Jun 26, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥130 per share at 4.8% yieldEligible 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 15Third 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.
お知らせ • Feb 15Sompo Holdings, Inc. Announces Executive ChangesSompo 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).
お知らせ • Feb 14+ 1 more updateSompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sompo Holdings, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net income attributable to shareholders of the parent of JPY 80,000 million and net income per share of JPY 238.36.
お知らせ • Dec 24Sompo 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.
お知らせ • Dec 02Sompo Holdings, Inc. to Report Q3, 2023 Results on Feb 14, 2023Sompo Holdings, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 20Second 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.
お知らせ • Nov 19Sompo Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sompo 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.
お知らせ • Nov 18+ 1 more updateSompo Holdings, Inc. Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023, Payable on December 6, 2022; Provides Dividend Guidance for the Full Year of the Fiscal Ending March 31, 2023 SituationSompo Holdings, Inc. announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 130.00 per share against a dividend of JPY 105.00 per share paid a year ago. Payable on December 6, 2022.For the fiscal year ending March 31, 2023, the company provided dividend guidance of JPY 130.00 per share against a dividend of JPY 105.00 per share paid a year ago.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥130 per shareEligible 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%).
お知らせ • Sep 07Sompo Holdings, Inc. to Report Q2, 2023 Results on Nov 18, 2022Sompo Holdings, Inc. announced that they will report Q2, 2023 results on Nov 18, 2022
Reported Earnings • Aug 07First 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.
お知らせ • Aug 06Sompo Holdings, Inc. Provided Earnings Guidance for the Full Year Fiscal Year Ending March 31, 2023Sompo 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.
お知らせ • Jun 03Sompo Holdings, Inc. to Report Q1, 2023 Results on Aug 05, 2022Sompo Holdings, Inc. announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 23Sompo 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 22Full 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.
お知らせ • May 21+ 1 more updateSompo Holdings, Inc. Provides Earnings Guidance for the Full Year Fiscal Year Ending March 31, 2023Sompo 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.
お知らせ • May 20Sompo Holdings, Inc., Annual General Meeting, Jun 27, 2022Sompo Holdings, Inc., Annual General Meeting, Jun 27, 2022.
Board Change • Apr 27High number of new directorsThere 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.
お知らせ • Apr 08Sompo Holdings, Inc. to Report Fiscal Year 2022 Results on May 20, 2022Sompo Holdings, Inc. announced that they will report fiscal year 2022 results on May 20, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥105 per shareEligible 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 16Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird 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.
お知らせ • Feb 15+ 2 more updatesSompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Sompo Holdings, Inc. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected operating profit of JPY 267,000 million, net income attributable to owners of parent of JPY 178,000 million or JPY 510.50 per basic share.
Reported Earnings • Nov 20Second 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 22Upcoming dividend of JP¥105 per shareEligible 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 08First 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.
お知らせ • Aug 08Sompo Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Sompo 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 06Independent Outside Director Sawako Nohara has left the companyOn 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 06Independent Outside Director Atsuko Muraki has left the companyOn 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 06Director Hidenori Hanada has left the companyOn 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 23Full 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.
お知らせ • May 21+ 1 more updateSompo Holdings, Inc. Provides Earnings Guidance for the Full Year Ending March 31, 2022Sompo Holdings, Inc. provided earnings guidance for the full year ending March 31, 2022. For the year, the company expects ordinary profit of JPY 185,000 million and net income attributable to shareholders of the parent of JPY 125,000 million and net income per share of JPY 352.15.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥90.00 per shareEligible 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 05New 90-day low: €30.80The 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.