Sumitomo Mitsui Trust Group（8309）株式概要三井住友トラスト・グループは、信託銀行として国内外で事業を展開している。 詳細8309 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より40.1%で取引されている 収益は年間6.44%増加すると予測されています 過去5年間の収益は年間14.4%増加しました。 2.81%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、8309 、リスクは検出されなかった。すべてのリスクチェックを見る8309 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,035 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA489,035 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥6.79k60.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥1.3tEarnings JP¥245.7bAdvancedSet Fair ValueView all narrativesSumitomo Mitsui Trust Group, Inc. 競合他社JAPAN POST BANKSymbol: TSE:7182Market cap: JP¥11.6tMizuho Financial GroupSymbol: TSE:8411Market cap: JP¥20.0tRakuten BankSymbol: TSE:5838Market cap: JP¥970.1bSumitomo Mitsui Financial GroupSymbol: TSE:8316Market cap: JP¥26.4t価格と性能株価の高値、安値、推移の概要Sumitomo Mitsui Trust Group過去の株価現在の株価JP¥6,769.0052週高値JP¥6,995.0052週安値JP¥3,832.00ベータ0.321ヶ月の変化13.35%3ヶ月変化27.33%1年変化70.63%3年間の変化147.31%5年間の変化275.53%IPOからの変化833.66%最新ニュースDeclared Dividend • Jul 25Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 18Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2027 Results on Jul 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026ライブニュース • May 20Sumitomo Mitsui Trust Group Posts Record ¥317.5b Profit With Higher Dividends ProjectedSumitomo Mitsui Trust Group reported record net income of ¥317.5b, supported by fee income growth and gains on stocks. The group absorbed a one-time loss on its bond portfolio yet still delivered this profit outcome. Management is forecasting higher profit and dividends for FY2026, while continuing to reduce strategic shareholdings and maintain capital strength. The combination of record earnings, a higher profit outlook and a planned dividend increase signals management confidence in the current business mix and balance sheet position. At the same time, the one-off bond loss and ongoing reduction of strategic shareholdings highlight that portfolio and capital actions remain a key factor for future earnings quality and risk.Reported Earnings • May 16Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥452 (up from JP¥360 in FY 2025). Revenue: JP¥1.67t (up 9.1% from FY 2025). Net income: JP¥317.6b (up 23% from FY 2025). Profit margin: 19% (up from 17% in FY 2025). The increase in margin was driven by higher revenue. Cost-to-income ratio: 58.4% (down from 61.2% in FY 2025). Non-performing loans: 0.24% (down from 0.32% in FY 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 9.6% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 30% per year.お知らせ • May 15Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026.お知らせ • May 14Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 14,000,000 shares, representing 2.01% for ¥50,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 14,000,000 shares, representing 2.01% of its issued share capital, for ¥50,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on September 30, 2026 . As of March 31, 2026, the company had 698,236,940 issued shares (excluding treasury stock) and 576,040 treasury shares.最新情報をもっと見るRecent updatesDeclared Dividend • Jul 25Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 18Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2027 Results on Jul 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026ライブニュース • May 20Sumitomo Mitsui Trust Group Posts Record ¥317.5b Profit With Higher Dividends ProjectedSumitomo Mitsui Trust Group reported record net income of ¥317.5b, supported by fee income growth and gains on stocks. The group absorbed a one-time loss on its bond portfolio yet still delivered this profit outcome. Management is forecasting higher profit and dividends for FY2026, while continuing to reduce strategic shareholdings and maintain capital strength. The combination of record earnings, a higher profit outlook and a planned dividend increase signals management confidence in the current business mix and balance sheet position. At the same time, the one-off bond loss and ongoing reduction of strategic shareholdings highlight that portfolio and capital actions remain a key factor for future earnings quality and risk.Reported Earnings • May 16Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥452 (up from JP¥360 in FY 2025). Revenue: JP¥1.67t (up 9.1% from FY 2025). Net income: JP¥317.6b (up 23% from FY 2025). Profit margin: 19% (up from 17% in FY 2025). The increase in margin was driven by higher revenue. Cost-to-income ratio: 58.4% (down from 61.2% in FY 2025). Non-performing loans: 0.24% (down from 0.32% in FY 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 9.6% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 30% per year.お知らせ • May 15Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026.お知らせ • May 14Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 14,000,000 shares, representing 2.01% for ¥50,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 14,000,000 shares, representing 2.01% of its issued share capital, for ¥50,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on September 30, 2026 . As of March 31, 2026, the company had 698,236,940 issued shares (excluding treasury stock) and 576,040 treasury shares.お知らせ • Apr 07Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2026 results at 4:00 PM, Tokyo Standard Time on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).お知らせ • Mar 04Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The acquisition is funded from cash on hand. GreensLedge will operate within our Capital Markets segment upon completion of the acquisition. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals and is currently expected to close in fiscal year 2026. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC. Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on March 2, 2026.お知らせ • Feb 27+ 1 more updateSumitomo Mitsui Trust Group Appoints Kazuya Oyama as CEO, Effective 1 AprilSumitomo Mitsui Trust Group appointed Kazuya Oyama, who will take over as CEO on 1 April.分析記事 • Feb 09Sumitomo Mitsui Trust Group (TSE:8309) Is Paying Out A Larger Dividend Than Last YearSumitomo Mitsui Trust Group, Inc.'s ( TSE:8309 ) dividend will be increasing from last year's payment of the same...Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥136 (up from JP¥130 in 3Q 2025). Revenue: JP¥403.9b (down 4.5% from 3Q 2025). Net income: JP¥95.4b (up 2.4% from 3Q 2025). Profit margin: 24% (up from 22% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is expected to decline by 6.4% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.分析記事 • Dec 31Sumitomo Mitsui Trust Group's (TSE:8309) Upcoming Dividend Will Be Larger Than Last Year'sSumitomo Mitsui Trust Group, Inc. ( TSE:8309 ) has announced that it will be increasing its dividend from last year's...分析記事 • Dec 17Sumitomo Mitsui Trust Group (TSE:8309) Will Pay A Larger Dividend Than Last Year At ¥90.00Sumitomo Mitsui Trust Group, Inc.'s ( TSE:8309 ) dividend will be increasing from last year's payment of the same...お知らせ • Dec 17Sumitomo Mitsui Trust Group, Inc. to Report Q3, 2026 Results on Jan 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Dec 03Sumitomo Mitsui Trust Group (TSE:8309) Is Increasing Its Dividend To ¥90.00Sumitomo Mitsui Trust Group, Inc. ( TSE:8309 ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Dec 03First half dividend of JP¥90.00 announcedShareholders will receive a dividend of JP¥90.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 13% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 13First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: JP¥243 (up from JP¥185 in 1H 2025). Revenue: JP¥739.2b (up 11% from 1H 2025). Net income: JP¥171.3b (up 29% from 1H 2025). Profit margin: 23% (up from 20% in 1H 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is expected to decline by 7.0% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.お知らせ • Nov 12+ 2 more updatesSumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 11,000,000 shares, representing 1.56% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.82% of its issued share capital, for ¥30,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on February 27, 2026. As of September 30, 2025, the company had 704,808,218 issued shares (excluding treasury stock) and 577,562 treasury shares.お知らせ • Oct 15Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC.お知らせ • Oct 08Sumitomo Mitsui Trust Group, Inc. to Report Q2, 2026 Results on Nov 12, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.1%).分析記事 • Aug 07Sumitomo Mitsui Trust Group (TSE:8309) Has Announced A Dividend Of ¥80.00The board of Sumitomo Mitsui Trust Group, Inc. ( TSE:8309 ) has announced that it will pay a dividend on the 3rd of...Reported Earnings • Jul 31First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: JP¥128 (up from JP¥92.71 in 1Q 2025). Revenue: JP¥344.9b (up 1.0% from 1Q 2025). Net income: JP¥90.8b (up 36% from 1Q 2025). Profit margin: 26% (up from 20% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 38%. Revenue is expected to decline by 9.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2026 Results on Jul 30, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • May 15+ 1 more updateSumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025.Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥360 (up from JP¥109 in FY 2024). Revenue: JP¥1.64t (up 60% from FY 2024). Net income: JP¥257.6b (up 225% from FY 2024). Profit margin: 16% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Cost-to-income ratio: 51.9% (down from 61.3% in FY 2024). Non-performing loans: 0.32% (down from 0.34% in FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.5%. Revenue is expected to decline by 18% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥3,305, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Banks industry in Japan. Total returns to shareholders of 92% over the past three years.お知らせ • Mar 25Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥82.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).お知らせ • Mar 01Sumitomo Mitsui Trust Group, Inc. Announces Board ChangesSumitomo Mitsui Trust Group, Inc. announced that Retiring Representative Executive Officer: Atsushi Kaibara changed from Director, Deputy President (Representative Executive Officer) to Director. Yasuyuki Suzuki changed from Director, Deputy President (Representative Director) to Director. Retiring as of March 31, 2025 (planned).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥130 (vs JP¥7.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥130 (up from JP¥7.19 in 3Q 2024). Revenue: JP¥445.4b (up 98% from 3Q 2024). Net income: JP¥93.2b (up JP¥87.9b from 3Q 2024). Profit margin: 21% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 6.6% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Declared Dividend • Dec 04First half dividend of JP¥72.50 announcedShareholders will receive a dividend of JP¥72.50. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% 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 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 14First half 2025 earnings: EPS and revenues miss analyst expectationsFirst half 2025 results: EPS: JP¥185 (up from JP¥60.67 in 1H 2024). Revenue: JP¥688.4b (up 37% from 1H 2024). Net income: JP¥132.8b (up 201% from 1H 2024). Profit margin: 19% (up from 8.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates by 1.8%. Revenue is expected to decline by 3.4% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Nov 12Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 13,000,000 shares, representing 1.8% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 1.8% of its issued share capital, for ¥30,000 million. The purpose of the program is ensuring capital adequacy and capital utilization for mid- to long-term profit growth, we will implement share buybacks with the aim of improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on March 31, 2025. As of September 30, 2024, the company had 720,766,929 issued shares (excluding treasury stock) and 588,451 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥72.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).お知らせ • Sep 19Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2025 results on Nov 12, 2024Major Estimate Revision • Aug 06Consensus revenue estimates decrease by 10%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥913.8b to JP¥820.7b. EPS estimate increased from JP¥333 to JP¥336 per share. Net income forecast to grow 124% next year vs 13% growth forecast for Banks industry in Japan. Consensus price target broadly unchanged at JP¥4,083. Share price fell 16% to JP¥3,137 over the past week.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (9.9% net profit margin).Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥2,893. The fair value is estimated to be JP¥3,699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to decline by 1.5% per annum. Earnings are forecast to grow by 17% per annum over the same time period.Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥92.71 (up from JP¥50.59 in 1Q 2024). Revenue: JP¥341.4b (up 29% from 1Q 2024). Net income: JP¥66.7b (up 82% from 1Q 2024). Profit margin: 20% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Declared Dividend • Jul 25Final dividend of JP¥72.50 announcedShareholders will receive a dividend of JP¥72.50. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% 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. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 71% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 28Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2025 Results on Jul 30, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2025 results on Jul 30, 2024Buy Or Sell Opportunity • May 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥3,653. The fair value is estimated to be JP¥3,003, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 15% per annum. Earnings are forecast to grow by 22% per annum over the same time period.Reported Earnings • May 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥109 (down from JP¥259 in FY 2023). Revenue: JP¥1.34t (up 14% from FY 2023). Net income: JP¥79.2b (down 59% from FY 2023). Profit margin: 5.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is expected to fall by 15% p.a. on average during the next 3 years compared to a 2.1% decline forecast for the Banks industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024.Major Estimate Revision • May 15Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥814.1b to JP¥716.2b. EPS estimate unchanged at JP¥308 per share. Net income forecast to grow 98% next year vs 7.9% growth forecast for Banks industry in Japan. Consensus price target broadly unchanged at JP¥3,547. Share price rose 12% to JP¥3,584 over the past week.お知らせ • Mar 23Sumitomo Mitsui Trust Holdings, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.9%).Buy Or Sell Opportunity • Feb 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.6% to JP¥2,929. The fair value is estimated to be JP¥2,415, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to decline by 6.8% per annum. Earnings are forecast to grow by 24% per annum over the same time period.Reported Earnings • Feb 02Third quarter 2024 earnings: Revenues exceed analyst expectationsThird quarter 2024 results: Revenue: JP¥455.0b (up 62% from 3Q 2023). Net income: JP¥5.22b (down 88% from 3Q 2023). Profit margin: 1.1% (down from 15% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Revenue is expected to decline by 8.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 01Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces an Equity Buyback for 10,000,000 shares, representing 1.37% for ¥20,000 million.Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 1.37% of its issued share capital, for ¥20,000 million. The purpose of the program is to improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on April 30, 2024. As of January 1, 2024, the company had 727,430,880 issued shares (excluding treasury stock) and 620,800 treasury shares.Buy Or Sell Opportunity • Jan 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.1% to JP¥3,041. The fair value is estimated to be JP¥2,521, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.2%. For the next 3 years, revenue is forecast to decline by 2.8% per annum. Earnings are forecast to grow by 19% per annum over the same time period.Price Target Changed • Jan 05Price target increased by 10% to JP¥3,243Up from JP¥2,948, the current price target is an average from 11 analysts. New target price is 14% above last closing price of JP¥2,848. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥259 last year.Major Estimate Revision • Dec 29Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥154 to JP¥138. Revenue forecast unchanged from JP¥802.4b at last update. Net income forecast to grow 33% next year vs 8.0% growth forecast for Banks industry in Japan. Consensus price target down from JP¥3,239 to JP¥3,086. Share price was steady at JP¥2,706 over the past week.お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024Major Estimate Revision • Dec 09Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥436 to JP¥378 per share. Revenue forecast steady at JP¥810.8b. Net income forecast to grow 39% next year vs 8.5% growth forecast for Banks industry in Japan. Consensus price target broadly unchanged at JP¥6,441. Share price fell 2.1% to JP¥5,470 over the past week.お知らせ • Nov 29Sumitomo Mitsui Trust Holdings, Inc. Revises Year-End Dividend Guidance for the Fiscal Year 2023Sumitomo Mitsui Trust Holdings, Inc. revised year-end dividend guidance for the fiscal year 2023. The company expected to pay dividend of JPY 55 per share against JPY 110 per share paid a year ago.Reported Earnings • Nov 18Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥20.18 (down from JP¥107 in 2Q 2023). Revenue: JP¥406.5b (up 38% from 2Q 2023). Net income: JP¥7.33b (down 81% from 2Q 2023). Profit margin: 1.8% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is expected to fall by 7.8% p.a. on average during the next 3 years compared to a 3.5% decline forecast for the Banks industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 01Sumitomo Mitsui Trust Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Mitsui Trust Holdings, Inc. revised earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected Net income attributable to owners of the parent JPY 85.0 billion from the previous guidance of JPY 200.0 billion. Earnings per share of JPY 234.08 from the previous guidance for JPY 550.81.お知らせ • Sep 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2024 Results on Nov 14, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥110 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.2%).Reported Earnings • Jul 29First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: JP¥101 (down from JP¥172 in 1Q 2023). Revenue: JP¥307.2b (up 2.1% from 1Q 2023). Net income: JP¥36.7b (down 43% from 1Q 2023). Profit margin: 12% (down from 22% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is expected to fall by 9.2% p.a. on average during the next 3 years compared to a 2.8% decline forecast for the Banks industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 24Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2024 Results on Jul 28, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2024 results on Jul 28, 2023お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 16Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥517 (up from JP¥451 in FY 2022). Revenue: JP¥1.26t (up 12% from FY 2022). Net income: JP¥191.0b (up 13% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue exceeded analyst estimates by 137%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to decline by 11% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (4.0%).Reported Earnings • Feb 01Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥113 (up from JP¥82.33 in 3Q 2022). Revenue: JP¥314.0b (up 28% from 3Q 2022). Net income: JP¥41.7b (up 35% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue exceeded analyst estimates by 133%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥107 (vs JP¥161 in 2Q 2022)Second quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.Reported Earnings • Nov 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.Buying Opportunity • Oct 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be JP¥5,400, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 2.9% per annum. Earnings is forecast to grow by 3.0% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (4.4%).Reported Earnings • Jul 30First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥172 (up from JP¥136 in 1Q 2022). Revenue: JP¥314.9b (up 1.6% from 1Q 2022). Net income: JP¥64.6b (up 27% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 129%. Earnings per share (EPS) also surpassed analyst estimates by 109%. Over the next year, revenue is expected to shrink by 33% compared to a 6.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥451 (up from JP¥380 in FY 2021). Revenue: JP¥1.26t (up 18% from FY 2021). Net income: JP¥169.1b (up 19% from FY 2021). Profit margin: 14% (in line with FY 2021). Revenue exceeded analyst estimates by 90%. Earnings per share (EPS) missed analyst estimates by 1.5%. Over the next year, revenue is expected to shrink by 41% compared to a 15% decline forecast for the banks industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (4.1%).Buying Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be JP¥5,355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥82.33 (down from JP¥124 in 3Q 2021). Revenue: JP¥329.1b (up 22% from 3Q 2021). Net income: JP¥30.8b (down 34% from 3Q 2021). Profit margin: 9.4% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 76%. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 38% compared to a 13% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.Buying Opportunity • Jan 18Now 20% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be JP¥5,251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥161 (vs JP¥138 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥334.7b (up 17% from 2Q 2021). Net income: JP¥60.3b (up 17% from 2Q 2021). Profit margin: 18% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (4.3%).Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥136 (vs JP¥76.11 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥318.3b (up 24% from 1Q 2021). Net income: JP¥50.8b (up 78% from 1Q 2021). Profit margin: 16% (up from 11% 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 5% per year whereas the company’s share price has fallen by 7% per year.Executive Departure • Jun 25Senior Managing Executive Officer & Director Yutaka Nishida has left the companyOn the 23rd of June, Yutaka Nishida's tenure as Senior Managing Executive Officer & Director ended after 2.0 years in the role. As of March 2021, Yutaka still personally held 4.90k shares (JP¥15m worth at the time). A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jun 25Independent External Director Takashi Yoshida has left the companyOn the 23rd of June, Takashi Yoshida's tenure as Independent External Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Takashi's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥380 (vs JP¥434 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥1.21t (up 8.6% from FY 2020). Net income: JP¥142.2b (down 13% from FY 2020). Profit margin: 12% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Price Target Changed • Apr 16Price target increased to JP¥4,651Up from JP¥4,276, the current price target is an average from 10 analysts. New target price is 23% above last closing price of JP¥3,776. Stock is up 22% over the past year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (3.8%).株主還元8309JP BanksJP 市場7D0.5%9.0%3.4%1Y70.6%88.7%37.8%株主還元を見る業界別リターン: 8309過去 1 年間で88.7 % の収益を上げたJP Banks業界を下回りました。リターン対市場: 8309過去 1 年間で37.8 % の収益を上げたJP市場を上回りました。価格変動Is 8309's price volatile compared to industry and market?8309 volatility8309 Average Weekly Movement4.2%Banks Industry Average Movement4.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 8309 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8309の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト192422,526Kazuya Oyamawww.smtg.jp三井住友トラスト・グループは信託銀行として日本および海外で事業を展開している。ウェルス・マネジメント事業、コーポレート事業、投資家サービス事業、不動産事業、グローバル・マーケッツ事業、アセット・マネジメント事業の各セグメントを通じて事業を展開している。同社は個人、法人、投資家、不動産事業者にサービスを提供している。また、マーケティング、マーケット・メイキング、投資、ファイナンシャル・マネジメント、アセット・マネジメントの各サービス業務にも携わっている。また、経営戦略、財務管理、人事管理、総務管理、業務プロセス管理、リスク管理、コンプライアンス管理の統括、内部監査の運営も行っている。さらに、資金調達、証券代行、コンサルティングサービス、不動産仲介、開発・有効活用・建設・ESG配慮に関するコンサルティングサービス、不動産カストディ機能、外国為替・金利・デリバティブ商品・サービスを提供している。旧社名は三井住友トラスト・ホールディングス株式会社で、2024年10月に三井住友トラスト・グループ株式会社に商号変更した。三井住友トラスト・グループは1924年に設立され、千代田区に本社を置いている。もっと見るSumitomo Mitsui Trust Group, Inc. 基礎のまとめSumitomo Mitsui Trust Group の収益と売上を時価総額と比較するとどうか。8309 基礎統計学時価総額JP¥4.66t収益（TTM）JP¥317.57b売上高(TTM)JP¥1.64t14.7xPER（株価収益率1.3xPBR（株価純資産倍率8309 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8309 損益計算書（TTM）収益JP¥1.64t売上原価JP¥0売上総利益JP¥1.64tその他の費用JP¥1.32t収益JP¥317.57b直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）460.86グロス・マージン100.00%純利益率19.40%有利子負債／自己資本比率579.1%8309 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.8%現在の配当利回り41%配当性向8309 配当は確実ですか？8309 配当履歴とベンチマークを見る8309 、いつまでに購入すれば配当金を受け取れますか？Sumitomo Mitsui Trust Group 配当日配当落ち日Sep 29 2026配当支払日Dec 02 2026配当落ちまでの日数62 days配当支払日までの日数126 days8309 配当は確実ですか？8309 配当履歴とベンチマークを見るView Valuation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2026/07/28 17:21終値2026/07/28 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Sumitomo Mitsui Trust Group, Inc. 10 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Shinichi TamuraBarclaysShinichiro NakamuraBofA Global ResearchKoichi NiwaCitigroup Inc16 その他のアナリストを表示
Declared Dividend • Jul 25Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 18Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2027 Results on Jul 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026
ライブニュース • May 20Sumitomo Mitsui Trust Group Posts Record ¥317.5b Profit With Higher Dividends ProjectedSumitomo Mitsui Trust Group reported record net income of ¥317.5b, supported by fee income growth and gains on stocks. The group absorbed a one-time loss on its bond portfolio yet still delivered this profit outcome. Management is forecasting higher profit and dividends for FY2026, while continuing to reduce strategic shareholdings and maintain capital strength. The combination of record earnings, a higher profit outlook and a planned dividend increase signals management confidence in the current business mix and balance sheet position. At the same time, the one-off bond loss and ongoing reduction of strategic shareholdings highlight that portfolio and capital actions remain a key factor for future earnings quality and risk.
Reported Earnings • May 16Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥452 (up from JP¥360 in FY 2025). Revenue: JP¥1.67t (up 9.1% from FY 2025). Net income: JP¥317.6b (up 23% from FY 2025). Profit margin: 19% (up from 17% in FY 2025). The increase in margin was driven by higher revenue. Cost-to-income ratio: 58.4% (down from 61.2% in FY 2025). Non-performing loans: 0.24% (down from 0.32% in FY 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 9.6% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 30% per year.
お知らせ • May 15Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026.
お知らせ • May 14Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 14,000,000 shares, representing 2.01% for ¥50,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 14,000,000 shares, representing 2.01% of its issued share capital, for ¥50,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on September 30, 2026 . As of March 31, 2026, the company had 698,236,940 issued shares (excluding treasury stock) and 576,040 treasury shares.
Declared Dividend • Jul 25Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 18Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2027 Results on Jul 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026
ライブニュース • May 20Sumitomo Mitsui Trust Group Posts Record ¥317.5b Profit With Higher Dividends ProjectedSumitomo Mitsui Trust Group reported record net income of ¥317.5b, supported by fee income growth and gains on stocks. The group absorbed a one-time loss on its bond portfolio yet still delivered this profit outcome. Management is forecasting higher profit and dividends for FY2026, while continuing to reduce strategic shareholdings and maintain capital strength. The combination of record earnings, a higher profit outlook and a planned dividend increase signals management confidence in the current business mix and balance sheet position. At the same time, the one-off bond loss and ongoing reduction of strategic shareholdings highlight that portfolio and capital actions remain a key factor for future earnings quality and risk.
Reported Earnings • May 16Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥452 (up from JP¥360 in FY 2025). Revenue: JP¥1.67t (up 9.1% from FY 2025). Net income: JP¥317.6b (up 23% from FY 2025). Profit margin: 19% (up from 17% in FY 2025). The increase in margin was driven by higher revenue. Cost-to-income ratio: 58.4% (down from 61.2% in FY 2025). Non-performing loans: 0.24% (down from 0.32% in FY 2025). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 9.6% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 30% per year.
お知らせ • May 15Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026.
お知らせ • May 14Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 14,000,000 shares, representing 2.01% for ¥50,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 14,000,000 shares, representing 2.01% of its issued share capital, for ¥50,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on September 30, 2026 . As of March 31, 2026, the company had 698,236,940 issued shares (excluding treasury stock) and 576,040 treasury shares.
お知らせ • Apr 07Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2026 results at 4:00 PM, Tokyo Standard Time on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).
お知らせ • Mar 04Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The acquisition is funded from cash on hand. GreensLedge will operate within our Capital Markets segment upon completion of the acquisition. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals and is currently expected to close in fiscal year 2026. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC. Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on March 2, 2026.
お知らせ • Feb 27+ 1 more updateSumitomo Mitsui Trust Group Appoints Kazuya Oyama as CEO, Effective 1 AprilSumitomo Mitsui Trust Group appointed Kazuya Oyama, who will take over as CEO on 1 April.
分析記事 • Feb 09Sumitomo Mitsui Trust Group (TSE:8309) Is Paying Out A Larger Dividend Than Last YearSumitomo Mitsui Trust Group, Inc.'s ( TSE:8309 ) dividend will be increasing from last year's payment of the same...
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥136 (up from JP¥130 in 3Q 2025). Revenue: JP¥403.9b (down 4.5% from 3Q 2025). Net income: JP¥95.4b (up 2.4% from 3Q 2025). Profit margin: 24% (up from 22% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is expected to decline by 6.4% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
分析記事 • Dec 31Sumitomo Mitsui Trust Group's (TSE:8309) Upcoming Dividend Will Be Larger Than Last Year'sSumitomo Mitsui Trust Group, Inc. ( TSE:8309 ) has announced that it will be increasing its dividend from last year's...
分析記事 • Dec 17Sumitomo Mitsui Trust Group (TSE:8309) Will Pay A Larger Dividend Than Last Year At ¥90.00Sumitomo Mitsui Trust Group, Inc.'s ( TSE:8309 ) dividend will be increasing from last year's payment of the same...
お知らせ • Dec 17Sumitomo Mitsui Trust Group, Inc. to Report Q3, 2026 Results on Jan 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Dec 03Sumitomo Mitsui Trust Group (TSE:8309) Is Increasing Its Dividend To ¥90.00Sumitomo Mitsui Trust Group, Inc. ( TSE:8309 ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Dec 03First half dividend of JP¥90.00 announcedShareholders will receive a dividend of JP¥90.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 13% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 13First half 2026 earnings: EPS and revenues exceed analyst expectationsFirst half 2026 results: EPS: JP¥243 (up from JP¥185 in 1H 2025). Revenue: JP¥739.2b (up 11% from 1H 2025). Net income: JP¥171.3b (up 29% from 1H 2025). Profit margin: 23% (up from 20% in 1H 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is expected to decline by 7.0% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Nov 12+ 2 more updatesSumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 11,000,000 shares, representing 1.56% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.82% of its issued share capital, for ¥30,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on February 27, 2026. As of September 30, 2025, the company had 704,808,218 issued shares (excluding treasury stock) and 577,562 treasury shares.
お知らせ • Oct 15Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC.
お知らせ • Oct 08Sumitomo Mitsui Trust Group, Inc. to Report Q2, 2026 Results on Nov 12, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.1%).
分析記事 • Aug 07Sumitomo Mitsui Trust Group (TSE:8309) Has Announced A Dividend Of ¥80.00The board of Sumitomo Mitsui Trust Group, Inc. ( TSE:8309 ) has announced that it will pay a dividend on the 3rd of...
Reported Earnings • Jul 31First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: JP¥128 (up from JP¥92.71 in 1Q 2025). Revenue: JP¥344.9b (up 1.0% from 1Q 2025). Net income: JP¥90.8b (up 36% from 1Q 2025). Profit margin: 26% (up from 20% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 38%. Revenue is expected to decline by 9.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2026 Results on Jul 30, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • May 15+ 1 more updateSumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025.
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥360 (up from JP¥109 in FY 2024). Revenue: JP¥1.64t (up 60% from FY 2024). Net income: JP¥257.6b (up 225% from FY 2024). Profit margin: 16% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Cost-to-income ratio: 51.9% (down from 61.3% in FY 2024). Non-performing loans: 0.32% (down from 0.34% in FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.5%. Revenue is expected to decline by 18% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥3,305, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Banks industry in Japan. Total returns to shareholders of 92% over the past three years.
お知らせ • Mar 25Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥82.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%).
お知らせ • Mar 01Sumitomo Mitsui Trust Group, Inc. Announces Board ChangesSumitomo Mitsui Trust Group, Inc. announced that Retiring Representative Executive Officer: Atsushi Kaibara changed from Director, Deputy President (Representative Executive Officer) to Director. Yasuyuki Suzuki changed from Director, Deputy President (Representative Director) to Director. Retiring as of March 31, 2025 (planned).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥130 (vs JP¥7.19 in 3Q 2024)Third quarter 2025 results: EPS: JP¥130 (up from JP¥7.19 in 3Q 2024). Revenue: JP¥445.4b (up 98% from 3Q 2024). Net income: JP¥93.2b (up JP¥87.9b from 3Q 2024). Profit margin: 21% (up from 2.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 6.6% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Declared Dividend • Dec 04First half dividend of JP¥72.50 announcedShareholders will receive a dividend of JP¥72.50. Ex-date: 28th March 2025 Payment date: 23rd June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% 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 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 14First half 2025 earnings: EPS and revenues miss analyst expectationsFirst half 2025 results: EPS: JP¥185 (up from JP¥60.67 in 1H 2024). Revenue: JP¥688.4b (up 37% from 1H 2024). Net income: JP¥132.8b (up 201% from 1H 2024). Profit margin: 19% (up from 8.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates by 1.8%. Revenue is expected to decline by 3.4% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Nov 12Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 13,000,000 shares, representing 1.8% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 1.8% of its issued share capital, for ¥30,000 million. The purpose of the program is ensuring capital adequacy and capital utilization for mid- to long-term profit growth, we will implement share buybacks with the aim of improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on March 31, 2025. As of September 30, 2024, the company had 720,766,929 issued shares (excluding treasury stock) and 588,451 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥72.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).
お知らせ • Sep 19Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2025 results on Nov 12, 2024
Major Estimate Revision • Aug 06Consensus revenue estimates decrease by 10%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥913.8b to JP¥820.7b. EPS estimate increased from JP¥333 to JP¥336 per share. Net income forecast to grow 124% next year vs 13% growth forecast for Banks industry in Japan. Consensus price target broadly unchanged at JP¥4,083. Share price fell 16% to JP¥3,137 over the past week.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (9.9% net profit margin).
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥2,893. The fair value is estimated to be JP¥3,699, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to decline by 1.5% per annum. Earnings are forecast to grow by 17% per annum over the same time period.
Reported Earnings • Aug 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥92.71 (up from JP¥50.59 in 1Q 2024). Revenue: JP¥341.4b (up 29% from 1Q 2024). Net income: JP¥66.7b (up 82% from 1Q 2024). Profit margin: 20% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 25Final dividend of JP¥72.50 announcedShareholders will receive a dividend of JP¥72.50. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% 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. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 71% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 28Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2025 Results on Jul 30, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
Buy Or Sell Opportunity • May 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to JP¥3,653. The fair value is estimated to be JP¥3,003, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 15% per annum. Earnings are forecast to grow by 22% per annum over the same time period.
Reported Earnings • May 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥109 (down from JP¥259 in FY 2023). Revenue: JP¥1.34t (up 14% from FY 2023). Net income: JP¥79.2b (down 59% from FY 2023). Profit margin: 5.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is expected to fall by 15% p.a. on average during the next 3 years compared to a 2.1% decline forecast for the Banks industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024.
Major Estimate Revision • May 15Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥814.1b to JP¥716.2b. EPS estimate unchanged at JP¥308 per share. Net income forecast to grow 98% next year vs 7.9% growth forecast for Banks industry in Japan. Consensus price target broadly unchanged at JP¥3,547. Share price rose 12% to JP¥3,584 over the past week.
お知らせ • Mar 23Sumitomo Mitsui Trust Holdings, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.9%).
Buy Or Sell Opportunity • Feb 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.6% to JP¥2,929. The fair value is estimated to be JP¥2,415, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to decline by 6.8% per annum. Earnings are forecast to grow by 24% per annum over the same time period.
Reported Earnings • Feb 02Third quarter 2024 earnings: Revenues exceed analyst expectationsThird quarter 2024 results: Revenue: JP¥455.0b (up 62% from 3Q 2023). Net income: JP¥5.22b (down 88% from 3Q 2023). Profit margin: 1.1% (down from 15% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Revenue is expected to decline by 8.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 01Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces an Equity Buyback for 10,000,000 shares, representing 1.37% for ¥20,000 million.Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 1.37% of its issued share capital, for ¥20,000 million. The purpose of the program is to improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on April 30, 2024. As of January 1, 2024, the company had 727,430,880 issued shares (excluding treasury stock) and 620,800 treasury shares.
Buy Or Sell Opportunity • Jan 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.1% to JP¥3,041. The fair value is estimated to be JP¥2,521, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.2%. For the next 3 years, revenue is forecast to decline by 2.8% per annum. Earnings are forecast to grow by 19% per annum over the same time period.
Price Target Changed • Jan 05Price target increased by 10% to JP¥3,243Up from JP¥2,948, the current price target is an average from 11 analysts. New target price is 14% above last closing price of JP¥2,848. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥259 last year.
Major Estimate Revision • Dec 29Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥154 to JP¥138. Revenue forecast unchanged from JP¥802.4b at last update. Net income forecast to grow 33% next year vs 8.0% growth forecast for Banks industry in Japan. Consensus price target down from JP¥3,239 to JP¥3,086. Share price was steady at JP¥2,706 over the past week.
お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
Major Estimate Revision • Dec 09Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥436 to JP¥378 per share. Revenue forecast steady at JP¥810.8b. Net income forecast to grow 39% next year vs 8.5% growth forecast for Banks industry in Japan. Consensus price target broadly unchanged at JP¥6,441. Share price fell 2.1% to JP¥5,470 over the past week.
お知らせ • Nov 29Sumitomo Mitsui Trust Holdings, Inc. Revises Year-End Dividend Guidance for the Fiscal Year 2023Sumitomo Mitsui Trust Holdings, Inc. revised year-end dividend guidance for the fiscal year 2023. The company expected to pay dividend of JPY 55 per share against JPY 110 per share paid a year ago.
Reported Earnings • Nov 18Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥20.18 (down from JP¥107 in 2Q 2023). Revenue: JP¥406.5b (up 38% from 2Q 2023). Net income: JP¥7.33b (down 81% from 2Q 2023). Profit margin: 1.8% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is expected to fall by 7.8% p.a. on average during the next 3 years compared to a 3.5% decline forecast for the Banks industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 01Sumitomo Mitsui Trust Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Mitsui Trust Holdings, Inc. revised earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected Net income attributable to owners of the parent JPY 85.0 billion from the previous guidance of JPY 200.0 billion. Earnings per share of JPY 234.08 from the previous guidance for JPY 550.81.
お知らせ • Sep 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2024 Results on Nov 14, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥110 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (3.2%).
Reported Earnings • Jul 29First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: JP¥101 (down from JP¥172 in 1Q 2023). Revenue: JP¥307.2b (up 2.1% from 1Q 2023). Net income: JP¥36.7b (down 43% from 1Q 2023). Profit margin: 12% (down from 22% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is expected to fall by 9.2% p.a. on average during the next 3 years compared to a 2.8% decline forecast for the Banks industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 24Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2024 Results on Jul 28, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2024 results on Jul 28, 2023
お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 16Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥517 (up from JP¥451 in FY 2022). Revenue: JP¥1.26t (up 12% from FY 2022). Net income: JP¥191.0b (up 13% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue exceeded analyst estimates by 137%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to decline by 11% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (4.0%).
Reported Earnings • Feb 01Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: JP¥113 (up from JP¥82.33 in 3Q 2022). Revenue: JP¥314.0b (up 28% from 3Q 2022). Net income: JP¥41.7b (up 35% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue exceeded analyst estimates by 133%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥107 (vs JP¥161 in 2Q 2022)Second quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
Reported Earnings • Nov 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
Buying Opportunity • Oct 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be JP¥5,400, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 2.9% per annum. Earnings is forecast to grow by 3.0% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (4.4%).
Reported Earnings • Jul 30First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥172 (up from JP¥136 in 1Q 2022). Revenue: JP¥314.9b (up 1.6% from 1Q 2022). Net income: JP¥64.6b (up 27% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 129%. Earnings per share (EPS) also surpassed analyst estimates by 109%. Over the next year, revenue is expected to shrink by 33% compared to a 6.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 15Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥451 (up from JP¥380 in FY 2021). Revenue: JP¥1.26t (up 18% from FY 2021). Net income: JP¥169.1b (up 19% from FY 2021). Profit margin: 14% (in line with FY 2021). Revenue exceeded analyst estimates by 90%. Earnings per share (EPS) missed analyst estimates by 1.5%. Over the next year, revenue is expected to shrink by 41% compared to a 15% decline forecast for the banks industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (4.1%).
Buying Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be JP¥5,355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.
Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥82.33 (down from JP¥124 in 3Q 2021). Revenue: JP¥329.1b (up 22% from 3Q 2021). Net income: JP¥30.8b (down 34% from 3Q 2021). Profit margin: 9.4% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 76%. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is expected to shrink by 38% compared to a 13% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
Buying Opportunity • Jan 18Now 20% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be JP¥5,251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.
Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥161 (vs JP¥138 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥334.7b (up 17% from 2Q 2021). Net income: JP¥60.3b (up 17% from 2Q 2021). Profit margin: 18% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (4.3%).
Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥136 (vs JP¥76.11 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥318.3b (up 24% from 1Q 2021). Net income: JP¥50.8b (up 78% from 1Q 2021). Profit margin: 16% (up from 11% 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 5% per year whereas the company’s share price has fallen by 7% per year.
Executive Departure • Jun 25Senior Managing Executive Officer & Director Yutaka Nishida has left the companyOn the 23rd of June, Yutaka Nishida's tenure as Senior Managing Executive Officer & Director ended after 2.0 years in the role. As of March 2021, Yutaka still personally held 4.90k shares (JP¥15m worth at the time). A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jun 25Independent External Director Takashi Yoshida has left the companyOn the 23rd of June, Takashi Yoshida's tenure as Independent External Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Takashi's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥380 (vs JP¥434 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥1.21t (up 8.6% from FY 2020). Net income: JP¥142.2b (down 13% from FY 2020). Profit margin: 12% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Price Target Changed • Apr 16Price target increased to JP¥4,651Up from JP¥4,276, the current price target is an average from 10 analysts. New target price is 23% above last closing price of JP¥3,776. Stock is up 22% over the past year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (3.8%).
