Lenovo Group 配当と自社株買い
配当金 基準チェック /46
Lenovo Groupは配当を支払う会社で、現在の利回りは1.66%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 19th August, 2026で、権利落ち日は5th August, 2026 。
主要情報
1.7%
配当利回り
1.4%
バイバック利回り
| 総株主利回り | 3.1% |
| 将来の配当利回り | 1.9% |
| 配当成長 | 5.0% |
| 次回配当支払日 | 19 Aug 26 |
| 配当落ち日 | 05 Aug 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 34% |
最近の配当と自社株買いの更新
Recent updates
ナラティブの更新 • Jun 07
992: AI Infrastructure And Edge Partnerships Will Drive Future Upside
Analysts have lifted their HK$ price target for Lenovo Group from about HK$16.93 to around HK$37.39, as they factor in updated assumptions for higher revenue growth, stronger profit margins and a lower future P/E multiple. What's in the News Lenovo reported its strongest fiscal year on record for 2025/26, with full year revenue of US$83.1b and adjusted net income of US$2b.
ナラティブの更新 • May 24
992: AI PC Transition Will Face Delayed Benefit From New Chip Partnerships
Analysts now see fair value for Lenovo Group at about HK$14.00, up from roughly HK$12.23, reflecting updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple. What's in the News Dell, Lenovo, and other PC companies are reported to be working with Nvidia on laptops using an Arm based Nvidia MediaTek system on a chip, with potential launch timing in the first half of 2026.
新しいナラティブ • May 17
Lenovo is a global AI infrastructure orchestrator with unique full-stack reach
Here is the investment memo , made with Copilot, integrating strategic AI alliances (based strictly on Lenovo News + credible external coverage + Simply Wall St context). Investment Memo – Lenovo Group (HK: 992) Upgraded with Strategic AI Alliances Executive Summary Lenovo is evolving into a full-stack AI infrastructure and devices player , supported not only by internal execution but by deep strategic alliances with global AI leaders (notably NVIDIA and AMD, and a multi-model ecosystem approach).
ナラティブの更新 • May 01
992: Future AI Chip Partnerships Will Strain Already Full Pricing Assumptions
Analysts have slightly revised their HK$ price target on Lenovo Group, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions that differ only modestly from prior estimates. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on Arm based Nvidia MediaTek system on a chip for laptops, with potential launch timing in the first half of 2026.ナラティブの更新 • Apr 16
992: AI Chip Partnerships With Nvidia Will Drive Future Upside
Analysts have adjusted their fair value estimate for Lenovo Group slightly higher to HK$16.93, reflecting updated assumptions for the discount rate, revenue growth, profit margin and a higher future P/E multiple. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops built around an Arm based Nvidia MediaTek system on a chip, with potential launches cited for the first half of 2026.ナラティブの更新 • Apr 02
992: AI PC Transition And Hybrid AI Platforms Will Support Future Upside
Analysts have trimmed their HK$ fair value estimate for Lenovo Group from about HK$12.51 to around HK$12.23, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on Arm based Nvidia MediaTek SoC laptops for a potential launch in the first half of 2026, alongside separate work between Nvidia and Intel on Windows PC chips that combine Intel CPUs with Nvidia graphics and AI technology (The Wall Street Journal).ナラティブの更新 • Mar 19
992: AI Hardware Cycles And Hybrid Cloud Plans Will Shape Fairly Priced Outlook
Analysts have slightly trimmed their HK$ price target on Lenovo Group, reflecting small adjustments to revenue growth and P/E expectations alongside a modest improvement in the profit margin outlook. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops using an Arm based Nvidia MediaTek system on a chip, with potential launch timing in the first half of 2026.ナラティブの更新 • Mar 05
992: AI Hardware Partnerships And Edge Computing Will Drive Future Recovery
Analysts have slightly reduced their average 12 month price target for Lenovo Group to about HK$16.89 from roughly HK$16.91, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops built around an Arm based Nvidia MediaTek system on a chip, with potential launches in the first half of 2026.ナラティブの更新 • Feb 18
992: Memory Cost Headwinds Will Set Up Future AI Hardware Recovery
Analysts have reduced their price target on Lenovo Group to HK$9.50 from HK$13.00, citing concerns that rising memory prices and potential component shortages over the next six months could pressure earnings and support a lower fair value and P/E assumption. Analyst Commentary The latest move from JPMorgan to trim its price target on Lenovo Group to HK$9.50 from HK$13 centers on concerns that higher memory costs and potential component shortages over the next six months could weigh on earnings and justify a lower P/E assumption.ナラティブの更新 • Feb 04
992: Memory Super Cycle Risks Will Test AI Hardware And Agentic AI Plans
Analysts have trimmed their price targets on Lenovo Group, with recent revisions from HK$13.00 to HK$9.50 and from HK$13.00 to HK$10.20, reflecting concerns about higher memory costs and potential component shortages that could pressure margins and earnings. Analyst Commentary Recent research from JPMorgan and other bearish analysts highlights a more cautious stance on Lenovo, centered on cost pressures and their possible impact on earnings quality and valuation.ナラティブの更新 • Jan 21
992: Memory Super Cycle Risks Will Temper AI Hardware Ambitions
Analysts have trimmed their price targets for Lenovo Group to around HK$9.50 to HK$10.20. This reflects lower fair value estimates and expectations for softer revenue growth and margins as rising memory costs and potential component shortages weigh on the hardware outlook.ナラティブの更新 • Jan 07
992: Rising Memory Super Cycle Will Pressure Margins Yet Support AI Upside
Narrative update Analysts have trimmed their fair value estimate for Lenovo Group slightly to about $12.51, reflecting lower price targets in the HK$9.50 to HK$10.20 range as they factor in higher memory costs and potential component shortages that could pressure margins over the next year. Analyst Commentary Recent rating changes from JPMorgan and others highlight a more cautious stance on Lenovo Group, with price targets now clustered in the HK$9.50 to HK$10.20 range.分析記事 • Dec 31
Investors Aren't Buying Lenovo Group Limited's (HKG:992) Earnings
When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") above 13x, you may consider...ナラティブの更新 • Dec 24
992 Memory Cost Headwinds Will Eventually Set Up AI Hardware Rebound
Analysts have modestly lowered their price target on Lenovo Group to HK$9.50 from HK$13.00, citing expectations that rising memory costs and potential component shortages will compress margins and weigh on earnings over the next several years. Analyst Commentary While the recent revisions reflect a more cautious stance on near term profitability, major houses such as JPMorgan emphasize that the reset in expectations also creates a cleaner starting point for Lenovo Group.ナラティブの更新 • Dec 09
992: Rising Memory Super Cycle Will Pressure Margins But Support Long Term Upside
The analyst price target for Lenovo Group has been revised downward from HK$13.00 to a range of HK$9.50 to HK$10.20, as analysts factor in higher memory costs and potential component shortages that are expected to pressure earnings and margins. Analyst Commentary Analysts are reassessing Lenovo's investment case in light of rising memory prices and anticipated component shortages, which are expected to compress margins and temper earnings growth over the next year.ナラティブの更新 • Nov 25
992: Rising Memory Costs Will Shape Margin Potential Over The Next Year
Lenovo Group’s analyst price target has been revised down from HK$13 to HK$9.50, as analysts cite rising memory costs and expected margin pressure as primary reasons for the more cautious outlook. Analyst Commentary Recent analyst updates have offered insight into how shifting market dynamics could affect Lenovo Group's valuation, growth prospects, and execution abilities over the coming quarters.分析記事 • Nov 24
Lenovo Group (HKG:992) Will Pay A Dividend Of $0.085
Lenovo Group Limited's ( HKG:992 ) investors are due to receive a payment of $0.085 per share on 24th of December. This...ナラティブの更新 • Nov 04
992: Next-Gen AI Capabilities Will Drive Performance Upside in 2024
Analysts have slightly raised their price target for Lenovo Group, increasing it from $13.55 to $13.56. This change reflects marginally improved forecasts for key financial metrics including revenue growth and future valuation.ナラティブの更新 • Oct 21
Analysts Lift Lenovo Price Target Slightly as New AI Solutions and Valuation Tweaks Emerge
Lenovo Group's analyst price target has been increased slightly from $13.42 to $13.55, as analysts cite marginal improvements in the company's discount rate and fair value estimates. What's in the News Lenovo announced an upcoming Board Meeting on November 19, 2025, to consider and potentially approve unaudited financial results for the six months ended September 30, 2025.ナラティブの更新 • Aug 27
AI Investments Will Strengthen Brand Through Global Partnerships
Lenovo Group’s consensus analyst price target has increased modestly, despite a significant rise in the forward P/E multiple and reduced revenue growth forecasts, resulting in a new fair value estimate of HK$13.43. What's in the News Lenovo and Sphere Entertainment Co established a multi-year global partnership, making Lenovo an Official Technology Partner of Sphere Studios; Lenovo’s annual Tech World event will debut at Sphere in Las Vegas during CES 2026, highlighting AI-driven innovation and immersive content.分析記事 • Jul 28
Return Trends At Lenovo Group (HKG:992) Aren't Appealing
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Jul 14
Lenovo Group's (HKG:992) Upcoming Dividend Will Be Larger Than Last Year's
Lenovo Group Limited ( HKG:992 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Jul 10
Shareholders Will Probably Hold Off On Increasing Lenovo Group Limited's (HKG:992) CEO Compensation For The Time Being
Key Insights Lenovo Group's Annual General Meeting to take place on 17th of July Total pay for CEO Yuanqing Yang...分析記事 • Jun 27
Lenovo Group (HKG:992) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Lenovo Group Limited's ( HKG:992 ) robust earnings report didn't manage to move the market for its stock. Our analysis...分析記事 • Jun 26
Lenovo Group's (HKG:992) Dividend Will Be Increased To $0.305
Lenovo Group Limited ( HKG:992 ) will increase its dividend from last year's comparable payment on the 13th of August...配当金の支払いについて
決済の安定と成長
配当データの取得
安定した配当: 992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: 992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
| Lenovo Group 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (992) | 1.7% |
| 市場下位25% (HK) | 2.9% |
| 市場トップ25% (HK) | 7.1% |
| 業界平均 (Tech) | 1.1% |
| アナリスト予想 (992) (最長3年) | 1.9% |
注目すべき配当: 992の配当金 ( 1.66% ) はHong Kong市場の配当金支払者の下位 25% ( 2.92% ) と比べると目立ったものではありません。
高配当: 992の配当金 ( 1.66% ) はHong Kong市場の配当金支払者の上位 25% ( 7.09% ) 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: 992の 配当性向 ( 34.4% ) はかなり低いため、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: 992の 現金配当性向 ( 30.9% ) 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
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 | 2026/06/16 20:08 |
| 終値 | 2026/06/16 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
Lenovo Group Limited 19 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。47
| アナリスト | 機関 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |
| Yingchao Yang | Barclays |