Iida Group Holdings（3291）株式概要飯田グループホールディングス株式会社は、その子会社とともに、日本国内で戸建住宅およびハウスマンションの購入、企画、設計、施工、販売、アフターサービスを行っている。 詳細3291 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績4/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より8.3%で取引されている 収益は年間4.18%増加すると予測されています 過去1年間で収益は24.9%増加しました リスク分析3.9%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る3291 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,361 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 NarrativeBLINRODA491,361 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.36k29.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥1.8tEarnings JP¥75.8bAdvancedSet Fair ValueView all narrativesIida Group Holdings Co., Ltd. 競合他社HASEKOSymbol: TSE:1808Market cap: JP¥752.4bSumitomo ForestrySymbol: TSE:1911Market cap: JP¥842.8bOpen House GroupSymbol: TSE:3288Market cap: JP¥964.6bTokenSymbol: TSE:1766Market cap: JP¥148.9b価格と性能株価の高値、安値、推移の概要Iida Group Holdings過去の株価現在の株価JP¥2,357.5052週高値JP¥2,794.0052週安値JP¥2,014.50ベータ0.511ヶ月の変化7.11%3ヶ月変化6.67%1年変化10.97%3年間の変化-4.30%5年間の変化-8.45%IPOからの変化9.70%最新ニュースDeclared Dividend • Jul 25Final dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Iida Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥229 (up from JP¥181 in FY 2025). Revenue: JP¥1.51t (up 3.4% from FY 2025). Net income: JP¥63.3b (up 25% from FY 2025). Profit margin: 4.2% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.お知らせ • May 18Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 04Iida Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).最新情報をもっと見るRecent updatesDeclared Dividend • Jul 25Final dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Iida Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥229 (up from JP¥181 in FY 2025). Revenue: JP¥1.51t (up 3.4% from FY 2025). Net income: JP¥63.3b (up 25% from FY 2025). Profit margin: 4.2% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.お知らせ • May 18Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 04Iida Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Mar 12Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million.Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million on March 10, 2026. A cash consideration of $38.21 million will be paid by Iida Group Holdings Co., Ltd. As part of consideration, $38.21 million is paid towards common equity of Wright & Associates, Llc. For the period ending December 31, 2025, Wright & Associates, Llc reported total revenue of $12 million. Wright & Associates, Llc reported total assets of $71.57 million. The expected completion of the transaction is March 30, 2026.Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥65.36 (up from JP¥51.30 in 3Q 2025). Revenue: JP¥371.7b (up 2.4% from 3Q 2025). Net income: JP¥18.1b (up 26% from 3Q 2025). Profit margin: 4.9% (up from 4.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Jan 11Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) PriceWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...分析記事 • Dec 21Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...お知らせ • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Iida Group Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Dec 07Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 29th of...Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 13Iida Group Holdings Co., Ltd. (TSE:3291) Just Released Its Half-Year Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Iida Group Holdings Co., Ltd. ( TSE:3291 ), an important...Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥61.16 (up from JP¥48.62 in 2Q 2025). Revenue: JP¥359.0b (flat on 2Q 2025). Net income: JP¥16.9b (up 24% from 2Q 2025). Profit margin: 4.7% (up from 3.8% in 2Q 2025). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Oct 16Are Investors Undervaluing Iida Group Holdings Co., Ltd. (TSE:3291) By 48%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥4,472 Iida Group...Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 52% 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 (1.4%).お知らせ • Sep 18Iida Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Iida Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Price Target Changed • Aug 12Price target decreased by 8.1% to JP¥2,190Down from JP¥2,384, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,227. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥181 last year.Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥29.02 (down from JP¥42.18 in 1Q 2025). Revenue: JP¥326.1b (down 5.1% from 1Q 2025). Net income: JP¥8.02b (down 32% from 1Q 2025). Profit margin: 2.5% (down from 3.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Jul 24Iida Group Holdings' (TSE:3291) Dividend Will Be ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...分析記事 • Jul 09Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Iida Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • Jun 18Here's Why Iida Group Holdings (TSE:3291) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥181 (up from JP¥133 in FY 2024). Revenue: JP¥1.46t (up 1.4% from FY 2024). Net income: JP¥50.7b (up 36% from FY 2024). Profit margin: 3.5% (up from 2.6% in FY 2024). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 4.8%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 19Now 21% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,057. The fair value is estimated to be JP¥1,693, 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 declined by 40%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.分析記事 • May 16Take Care Before Diving Into The Deep End On Iida Group Holdings Co., Ltd. (TSE:3291)It's not a stretch to say that Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) price-to-earnings (or "P/E") ratio of 12.5x...お知らせ • May 15Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • Mar 22Iida Group Holdings (TSE:3291) Will Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 26th of...お知らせ • Mar 21Iida Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 57% 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 (1.5%).分析記事 • Mar 10Does Iida Group Holdings (TSE:3291) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Feb 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to JP¥2,222. The fair value is estimated to be JP¥2,826, 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 40%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥51.30 (up from JP¥23.20 in 3Q 2024). Revenue: JP¥362.8b (up 4.8% from 3Q 2024). Net income: JP¥14.4b (up 121% from 3Q 2024). Profit margin: 4.0% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 91%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Feb 10Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 26th of June. The dividend yield will...お知らせ • Feb 10Iida Group Holdings Co., Ltd. (TSE:3291) announces an Equity Buyback for 4,700,000 shares, representing 1.68% for ¥10,659.6 million.Iida Group Holdings Co., Ltd. (TSE:3291) announces a share repurchase program. Under the program, the company will repurchase up to 4,700,000 shares, representing 1.68% of its issued share capital, for ¥10,659.6million. The repurchase price will be ¥2,268 per share. The purpose of the program is to improve capital efficiency and increase shareholder returns. As of January 31, 2025, the company had 280,378,458 issued shares (excluding treasury stock) and 599 shares in treasury.分析記事 • Jan 24Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share...お知らせ • Jan 14Iida Group Holdings Co., Ltd. Announces Board ChangesIida Group Holdings Co., Ltd. announced that it decided at the Board of Directors' meeting on January 10, 2025, to make changes in the Representative Director (replacement of President). Hiroshi Nishino is appointed as President and Representative Director, previously he was Vice President and Representative Director. Masashi Kanei is appointed as Director, previously he was President and Representative Director. Hiroshi Nishino's Career: March 1988: Graduated from Keio University, Faculty of Economics. April 2006: Joined TOEI HOUSING CORPORATION, appointed Board Director, and Head of Personnel Development Department. August 2007: Appointed President and Representative Director of TOEI HOUSING CORPORATION. November 2013: Appointed Board Director of the Company August 2016: Appointed Chairman of Jutakushinkojigyo-kyodokumiai. Ltd. (Currently appointed.) June 2018: Appointed Board Director of Iida Home Trade Center Co. Ltd. (Currently Home Trade Center Co. Ltd.) June 2019: Appointed Senior Board Director of the Company, responsible for Corporate Planning. April 2020: Appointed Board Director of TOEI HOUSING CORPORATION . April 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. April 2021: Appointed Chairman and Representative Director of TOEI HOME SERVICE CORPORATION: May 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. February 2022: Appointed Board Director of ARNEST ONE CORPORAION. March 2022: Appointed Executive Board Director and Representative Director, and Head for administrative divisions of the Company. April 2023: Appointed Senior Advisor, Member of the Board of TOEI HOMESERVICE CORPORATION (Currently appointed.) April 2024: Appointed Executive Board Director and Representative Director of the Company July 2024: Appointed Vice President and Representative Director of the Company (Currently appointed.) Scheduled date of the changes is April 1, 2025.分析記事 • Jan 10Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...分析記事 • Dec 20Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...お知らせ • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Iida Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025分析記事 • Dec 06Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 26th of June...Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 15Iida Group Holdings Co., Ltd. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Iida Group Holdings Co., Ltd. ( TSE:3291 ) had a good week, as its shares rose 4.4% to close at JP¥2,289...Reported Earnings • Nov 13First half 2025 earnings: EPS exceeds analyst expectationsFirst half 2025 results: EPS: JP¥84.36 (down from JP¥87.90 in 1H 2024). Revenue: JP¥687.1b (up 2.3% from 1H 2024). Net income: JP¥23.7b (down 4.2% from 1H 2024). Profit margin: 3.4% (down from 3.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Oct 22Iida Group Holdings Co., Ltd. (TSE:3291) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 17.7x Iida Group Holdings Co., Ltd. ( TSE:3291 ) may be sending bearish...分析記事 • Sep 24Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...お知らせ • Sep 24Iida Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Iida Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).分析記事 • Sep 07Calculating The Fair Value Of Iida Group Holdings Co., Ltd. (TSE:3291)Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥2,376 With...分析記事 • Aug 14Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...Reported Earnings • Aug 13First quarter 2025 earnings: EPS in line with expectations, revenues disappointFirst quarter 2025 results: EPS: JP¥35.75 (down from JP¥44.34 in 1Q 2024). Revenue: JP¥327.5b (up 3.3% from 1Q 2024). Net income: JP¥10.0b (down 20% from 1Q 2024). Profit margin: 3.1% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,862, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total loss to shareholders of 19% over the past three years.分析記事 • Jul 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. Based on this payment...分析記事 • Jul 12Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 5th of...Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 22Iida Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Price Target Changed • May 22Price target increased by 7.4% to JP¥1,982Up from JP¥1,846, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,084. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥175 for next year compared to JP¥133 last year.Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥133 (down from JP¥264 in FY 2023). Revenue: JP¥1.44t (flat on FY 2023). Net income: JP¥37.2b (down 51% from FY 2023). Profit margin: 2.6% (down from 5.3% in FY 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024.Major Estimate Revision • Apr 10Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥1.45t to JP¥1.41t. EPS estimate also fell from JP¥163 per share to JP¥111 per share. Net income forecast to grow 22% next year vs 3.3% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,888 to JP¥1,836. Share price was steady at JP¥1,948 over the past week.分析記事 • Mar 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 28th of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%).お知らせ • Mar 20Iida Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Mar 12Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 28th of...分析記事 • Mar 01Iida Group Holdings (TSE:3291) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥23.20 (down from JP¥45.53 in 3Q 2023). Revenue: JP¥346.1b (up 1.3% from 3Q 2023). Net income: JP¥6.51b (down 50% from 3Q 2023). Profit margin: 1.9% (down from 3.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 84%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Dec 22Iida Group Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Major Estimate Revision • Nov 30Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192 per share. Revenue forecast steady at JP¥1.46t. Net income forecast to grow 29% next year vs 8.0% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥2,150 to JP¥2,083. Share price fell 4.3% to JP¥2,210 over the past week.Reported Earnings • Nov 10Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: JP¥43.56 (down from JP¥104 in 2Q 2023). Revenue: JP¥354.8b (flat on 2Q 2023). Net income: JP¥12.2b (down 59% from 2Q 2023). Profit margin: 3.4% (down from 8.5% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables 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 4% per year, which means it is well ahead of earnings.お知らせ • Sep 22Iida Group Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥44.34 (down from JP¥81.49 in 1Q 2023). Revenue: JP¥316.9b (down 2.6% from 1Q 2023). Net income: JP¥12.5b (down 47% from 1Q 2023). Profit margin: 3.9% (down from 7.2% in 1Q 2023). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 12+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2024Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2024. For the first half, company expects revenue to be JPY 702,000 million, operating profit to be JPY 48,000 million, net profit to be JPY 30,000 million, Profit attributable to owners of the parent to be JPY 30,000 million and Basic earnings per share JPY 106.80. For the year, company expects revenue to be JPY 1,540,000 million, operating profit to be JPY 109,000 million, net profit to be JPY 70,000 million, Profit attributable to owners of the parent to be JPY 70,000 million and Basic earnings per share JPY 249.43.お知らせ • Jun 21Iida Group Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Iida Group Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 18+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Second Quarter and full Fiscal Year Ending March 31, 2024Iida Group Holdings Co., Ltd. Provided Consolidated Earnings Guidance for the second quarter and fiscal year ending March 31, 2024 . For the second quarter the company expected revenue to be JPY 702,000 million, operating profit of JPY 48,000 million, net profit of JPY 30,000 million, profit attributable to owners of parent company to be JPY 30,000 Million and Basic earnings per share to be JPY 104.87.For the full year, the company expected revenue to be JPY 1,540,000 million, operating profit of JPY 109,000 million, net profit of JPY 70,000 million, profit attributable to owners of parent company to be JPY 70,000 Million and Basic earnings per share to be JPY 244.70.Reported Earnings • May 17Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥264 (down from JP¥358 in FY 2022). Revenue: JP¥1.44t (up 3.8% from FY 2022). Net income: JP¥75.6b (down 27% from FY 2022). Profit margin: 5.3% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.9% during the next year, compared to a 2.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.お知らせ • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥43.70 (down from JP¥81.30 in 3Q 2022). Revenue: JP¥341.8b (flat on 3Q 2022). Net income: JP¥12.5b (down 47% from 3Q 2022). Profit margin: 3.6% (down from 6.8% in 3Q 2022). Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expected revenue to be JPY 1,550,000 million, operating profit to be JPY 140,000 million, net profit to be JPY 95,000 million, profit attributable to owners of the parent company to be JPY 95,000 million and total comprehensive profit to be JPY 331.18.お知らせ • Dec 24Iida Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Buying Opportunity • Dec 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be JP¥2,650, 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 grown by 24%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 0.1% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Nanako Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥106 (up from JP¥105 in 2Q 2022). Revenue: JP¥352.8b (flat on 2Q 2022). Net income: JP¥30.4b (flat on 2Q 2022). Profit margin: 8.6% (down from 8.7% in 2Q 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 27%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 11First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: EPS: JP¥81.49 (down from JP¥95.74 in 1Q 2022). Revenue: JP¥325.4b (down 2.1% from 1Q 2022). Net income: JP¥23.5b (down 15% from 1Q 2022). Profit margin: 7.2% (down from 8.3% in 1Q 2022). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 17Price target decreased to JP¥2,723Down from JP¥2,945, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥1,914. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥343 for next year compared to JP¥358 last year.Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥358 (up from JP¥289 in FY 2021). Revenue: JP¥1.39t (down 4.8% from FY 2021). Net income: JP¥103.4b (up 24% from FY 2021). Profit margin: 7.5% (up from 5.7% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Eichi Hasegawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥81.30 (up from JP¥78.87 in 3Q 2021). Revenue: JP¥343.5b (down 5.5% from 3Q 2021). Net income: JP¥23.4b (up 3.1% from 3Q 2021). Profit margin: 6.8% (up from 6.3% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 7.4%, compared to a 5.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,292, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,274 per share.Buying Opportunity • Jan 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be JP¥3,306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% per annum over the last 3 years. Earnings per share has grown by 15% per annum over the last 3 years.Executive Departure • Dec 01Executive Chairman Yoichi Nishikawa has left the companyOn the 30th of November, Yoichi Nishikawa's tenure as Executive Chairman ended after 8.1 years in the role. As of September 2021, Yoichi still personally held 29.14m shares (JP¥84b worth at the time). Yoichi is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.42 years.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥82.49 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥350.5b (down 16% from 2Q 2021). Net income: JP¥30.4b (up 28% from 2Q 2021). Profit margin: 8.7% (up from 5.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.株主還元3291JP Consumer DurablesJP 市場7D4.8%0.4%-1.7%1Y11.0%18.9%35.2%株主還元を見る業界別リターン: 3291過去 1 年間で18.9 % の収益を上げたJP Consumer Durables業界を下回りました。リターン対市場: 3291は、過去 1 年間で35.2 % のリターンを上げたJP市場を下回りました。価格変動Is 3291's price volatile compared to industry and market?3291 volatility3291 Average Weekly Movement3.0%Consumer Durables Industry Average Movement3.6%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%安定した株価: 3291 、 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: 3291の 週次ボラティリティ ( 3% ) 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196714,217Hiroshi Nishinowww.ighd.co.jp飯田グループホールディングス株式会社は、子会社とともに、日本国内で戸建住宅および分譲住宅の仕入、企画、設計、施工、販売、アフターサービスを行っている。建築請負、メンテナンス・リフォーム、住宅性能表示制度も手掛ける。同社は1967年に設立され、東京に本社を置く。もっと見るIida Group Holdings Co., Ltd. 基礎のまとめIida Group Holdings の収益と売上を時価総額と比較するとどうか。3291 基礎統計学時価総額JP¥646.75b収益（TTM）JP¥63.32b売上高(TTM)JP¥1.51t10.3xPER（株価収益率0.4xP/Sレシオ3291 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3291 損益計算書（TTM）収益JP¥1.51t売上原価JP¥1.24t売上総利益JP¥268.55bその他の費用JP¥205.24b収益JP¥63.32b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）229.13グロス・マージン17.80%純利益率4.20%有利子負債／自己資本比率74.1%3291 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3.9%現在の配当利回り39%配当性向3291 配当は確実ですか？3291 配当履歴とベンチマークを見る3291 、いつまでに購入すれば配当金を受け取れますか？Iida Group Holdings 配当日配当落ち日Sep 29 2026配当支払日Dec 07 2026配当落ちまでの日数61 days配当支払日までの日数130 days3291 配当は確実ですか？3291 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2026/07/29 16:01終値2026/07/29 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Iida Group Holdings Co., Ltd. 5 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。13 アナリスト機関Tomoyoshi OmuroBofA Global ResearchTakashi HashimotoCitigroup IncJiro KojimaDaiwa Securities Co. Ltd.10 その他のアナリストを表示
Declared Dividend • Jul 25Final dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Iida Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥229 (up from JP¥181 in FY 2025). Revenue: JP¥1.51t (up 3.4% from FY 2025). Net income: JP¥63.3b (up 25% from FY 2025). Profit margin: 4.2% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
お知らせ • May 18Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 04Iida Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Declared Dividend • Jul 25Final dividend of JP¥46.00 announcedShareholders will receive a dividend of JP¥46.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Iida Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥229 (up from JP¥181 in FY 2025). Revenue: JP¥1.51t (up 3.4% from FY 2025). Net income: JP¥63.3b (up 25% from FY 2025). Profit margin: 4.2% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
お知らせ • May 18Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 04Iida Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Mar 12Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million.Iida Group Holdings Co., Ltd. (TSE:3291) agreed to acquire 51% stake in Wright & Associates, Llc from Travis Wright, L.L.C, Derek Wright, L.L.C and unkown 1 fund for $38.2 million on March 10, 2026. A cash consideration of $38.21 million will be paid by Iida Group Holdings Co., Ltd. As part of consideration, $38.21 million is paid towards common equity of Wright & Associates, Llc. For the period ending December 31, 2025, Wright & Associates, Llc reported total revenue of $12 million. Wright & Associates, Llc reported total assets of $71.57 million. The expected completion of the transaction is March 30, 2026.
Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥65.36 (up from JP¥51.30 in 3Q 2025). Revenue: JP¥371.7b (up 2.4% from 3Q 2025). Net income: JP¥18.1b (up 26% from 3Q 2025). Profit margin: 4.9% (up from 4.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Jan 11Shareholders Should Be Pleased With Iida Group Holdings Co., Ltd.'s (TSE:3291) PriceWith a median price-to-earnings (or "P/E") ratio of close to 15x in Japan, you could be forgiven for feeling...
分析記事 • Dec 21Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...
お知らせ • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Iida Group Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Dec 07Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 29th of...
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 13Iida Group Holdings Co., Ltd. (TSE:3291) Just Released Its Half-Year Results And Analysts Are Updating Their EstimatesLast week saw the newest half-yearly earnings release from Iida Group Holdings Co., Ltd. ( TSE:3291 ), an important...
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥61.16 (up from JP¥48.62 in 2Q 2025). Revenue: JP¥359.0b (flat on 2Q 2025). Net income: JP¥16.9b (up 24% from 2Q 2025). Profit margin: 4.7% (up from 3.8% in 2Q 2025). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Oct 16Are Investors Undervaluing Iida Group Holdings Co., Ltd. (TSE:3291) By 48%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥4,472 Iida Group...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 52% 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 (1.4%).
お知らせ • Sep 18Iida Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Iida Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Price Target Changed • Aug 12Price target decreased by 8.1% to JP¥2,190Down from JP¥2,384, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,227. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥181 last year.
Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: JP¥29.02 (down from JP¥42.18 in 1Q 2025). Revenue: JP¥326.1b (down 5.1% from 1Q 2025). Net income: JP¥8.02b (down 32% from 1Q 2025). Profit margin: 2.5% (down from 3.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Jul 24Iida Group Holdings' (TSE:3291) Dividend Will Be ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...
分析記事 • Jul 09Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. This makes the...
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 20Iida Group Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Iida Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • Jun 18Here's Why Iida Group Holdings (TSE:3291) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥181 (up from JP¥133 in FY 2024). Revenue: JP¥1.46t (up 1.4% from FY 2024). Net income: JP¥50.7b (up 36% from FY 2024). Profit margin: 3.5% (up from 2.6% in FY 2024). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 4.8%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 19Now 21% overvaluedOver the last 90 days, the stock has fallen 10% to JP¥2,057. The fair value is estimated to be JP¥1,693, 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 declined by 40%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
分析記事 • May 16Take Care Before Diving Into The Deep End On Iida Group Holdings Co., Ltd. (TSE:3291)It's not a stretch to say that Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) price-to-earnings (or "P/E") ratio of 12.5x...
お知らせ • May 15Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • Mar 22Iida Group Holdings (TSE:3291) Will Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 26th of...
お知らせ • Mar 21Iida Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 57% 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 (1.5%).
分析記事 • Mar 10Does Iida Group Holdings (TSE:3291) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Feb 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to JP¥2,222. The fair value is estimated to be JP¥2,826, 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 40%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥51.30 (up from JP¥23.20 in 3Q 2024). Revenue: JP¥362.8b (up 4.8% from 3Q 2024). Net income: JP¥14.4b (up 121% from 3Q 2024). Profit margin: 4.0% (up from 1.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 91%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Feb 10Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 26th of June. The dividend yield will...
お知らせ • Feb 10Iida Group Holdings Co., Ltd. (TSE:3291) announces an Equity Buyback for 4,700,000 shares, representing 1.68% for ¥10,659.6 million.Iida Group Holdings Co., Ltd. (TSE:3291) announces a share repurchase program. Under the program, the company will repurchase up to 4,700,000 shares, representing 1.68% of its issued share capital, for ¥10,659.6million. The repurchase price will be ¥2,268 per share. The purpose of the program is to improve capital efficiency and increase shareholder returns. As of January 31, 2025, the company had 280,378,458 issued shares (excluding treasury stock) and 599 shares in treasury.
分析記事 • Jan 24Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share...
お知らせ • Jan 14Iida Group Holdings Co., Ltd. Announces Board ChangesIida Group Holdings Co., Ltd. announced that it decided at the Board of Directors' meeting on January 10, 2025, to make changes in the Representative Director (replacement of President). Hiroshi Nishino is appointed as President and Representative Director, previously he was Vice President and Representative Director. Masashi Kanei is appointed as Director, previously he was President and Representative Director. Hiroshi Nishino's Career: March 1988: Graduated from Keio University, Faculty of Economics. April 2006: Joined TOEI HOUSING CORPORATION, appointed Board Director, and Head of Personnel Development Department. August 2007: Appointed President and Representative Director of TOEI HOUSING CORPORATION. November 2013: Appointed Board Director of the Company August 2016: Appointed Chairman of Jutakushinkojigyo-kyodokumiai. Ltd. (Currently appointed.) June 2018: Appointed Board Director of Iida Home Trade Center Co. Ltd. (Currently Home Trade Center Co. Ltd.) June 2019: Appointed Senior Board Director of the Company, responsible for Corporate Planning. April 2020: Appointed Board Director of TOEI HOUSING CORPORATION . April 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. April 2021: Appointed Chairman and Representative Director of TOEI HOME SERVICE CORPORATION: May 2021: Appointed Executive Board Director, and Head for administrative divisions of the Company. February 2022: Appointed Board Director of ARNEST ONE CORPORAION. March 2022: Appointed Executive Board Director and Representative Director, and Head for administrative divisions of the Company. April 2023: Appointed Senior Advisor, Member of the Board of TOEI HOMESERVICE CORPORATION (Currently appointed.) April 2024: Appointed Executive Board Director and Representative Director of the Company July 2024: Appointed Vice President and Representative Director of the Company (Currently appointed.) Scheduled date of the changes is April 1, 2025.
分析記事 • Jan 10Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...
分析記事 • Dec 20Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 26th of...
お知らせ • Dec 19Iida Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Iida Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
分析記事 • Dec 06Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 26th of June...
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 15Iida Group Holdings Co., Ltd. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Iida Group Holdings Co., Ltd. ( TSE:3291 ) had a good week, as its shares rose 4.4% to close at JP¥2,289...
Reported Earnings • Nov 13First half 2025 earnings: EPS exceeds analyst expectationsFirst half 2025 results: EPS: JP¥84.36 (down from JP¥87.90 in 1H 2024). Revenue: JP¥687.1b (up 2.3% from 1H 2024). Net income: JP¥23.7b (down 4.2% from 1H 2024). Profit margin: 3.4% (down from 3.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 22Iida Group Holdings Co., Ltd. (TSE:3291) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 17.7x Iida Group Holdings Co., Ltd. ( TSE:3291 ) may be sending bearish...
分析記事 • Sep 24Iida Group Holdings (TSE:3291) Has Affirmed Its Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...
お知らせ • Sep 24Iida Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024Iida Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.8%).
分析記事 • Sep 07Calculating The Fair Value Of Iida Group Holdings Co., Ltd. (TSE:3291)Key Insights Using the 2 Stage Free Cash Flow to Equity, Iida Group Holdings fair value estimate is JP¥2,376 With...
分析記事 • Aug 14Iida Group Holdings (TSE:3291) Is Due To Pay A Dividend Of ¥45.00The board of Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend on the 5th of...
Reported Earnings • Aug 13First quarter 2025 earnings: EPS in line with expectations, revenues disappointFirst quarter 2025 results: EPS: JP¥35.75 (down from JP¥44.34 in 1Q 2024). Revenue: JP¥327.5b (up 3.3% from 1Q 2024). Net income: JP¥10.0b (down 20% from 1Q 2024). Profit margin: 3.1% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,862, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Japan. Total loss to shareholders of 19% over the past three years.
分析記事 • Jul 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) will pay a dividend of ¥45.00 on the 5th of December. Based on this payment...
分析記事 • Jul 12Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 5th of...
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (68% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 22Iida Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Price Target Changed • May 22Price target increased by 7.4% to JP¥1,982Up from JP¥1,846, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥2,084. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥175 for next year compared to JP¥133 last year.
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥133 (down from JP¥264 in FY 2023). Revenue: JP¥1.44t (flat on FY 2023). Net income: JP¥37.2b (down 51% from FY 2023). Profit margin: 2.6% (down from 5.3% in FY 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2024.
Major Estimate Revision • Apr 10Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥1.45t to JP¥1.41t. EPS estimate also fell from JP¥163 per share to JP¥111 per share. Net income forecast to grow 22% next year vs 3.3% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥1,888 to JP¥1,836. Share price was steady at JP¥1,948 over the past week.
分析記事 • Mar 26Iida Group Holdings (TSE:3291) Is Paying Out A Dividend Of ¥45.00Iida Group Holdings Co., Ltd. ( TSE:3291 ) has announced that it will pay a dividend of ¥45.00 per share on the 28th of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 63% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.6%).
お知らせ • Mar 20Iida Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Iida Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Mar 12Iida Group Holdings (TSE:3291) Has Announced A Dividend Of ¥45.00Iida Group Holdings Co., Ltd.'s ( TSE:3291 ) investors are due to receive a payment of ¥45.00 per share on 28th of...
分析記事 • Mar 01Iida Group Holdings (TSE:3291) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥23.20 (down from JP¥45.53 in 3Q 2023). Revenue: JP¥346.1b (up 1.3% from 3Q 2023). Net income: JP¥6.51b (down 50% from 3Q 2023). Profit margin: 1.9% (down from 3.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 84%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 22Iida Group Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Iida Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Major Estimate Revision • Nov 30Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥220 to JP¥192 per share. Revenue forecast steady at JP¥1.46t. Net income forecast to grow 29% next year vs 8.0% growth forecast for Consumer Durables industry in Japan. Consensus price target down from JP¥2,150 to JP¥2,083. Share price fell 4.3% to JP¥2,210 over the past week.
Reported Earnings • Nov 10Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: JP¥43.56 (down from JP¥104 in 2Q 2023). Revenue: JP¥354.8b (flat on 2Q 2023). Net income: JP¥12.2b (down 59% from 2Q 2023). Profit margin: 3.4% (down from 8.5% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables 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 4% per year, which means it is well ahead of earnings.
お知らせ • Sep 22Iida Group Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥44.34 (down from JP¥81.49 in 1Q 2023). Revenue: JP¥316.9b (down 2.6% from 1Q 2023). Net income: JP¥12.5b (down 47% from 1Q 2023). Profit margin: 3.9% (down from 7.2% in 1Q 2023). Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 12+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2024Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half and full year of fiscal ending March 31, 2024. For the first half, company expects revenue to be JPY 702,000 million, operating profit to be JPY 48,000 million, net profit to be JPY 30,000 million, Profit attributable to owners of the parent to be JPY 30,000 million and Basic earnings per share JPY 106.80. For the year, company expects revenue to be JPY 1,540,000 million, operating profit to be JPY 109,000 million, net profit to be JPY 70,000 million, Profit attributable to owners of the parent to be JPY 70,000 million and Basic earnings per share JPY 249.43.
お知らせ • Jun 21Iida Group Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Iida Group Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 18+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Second Quarter and full Fiscal Year Ending March 31, 2024Iida Group Holdings Co., Ltd. Provided Consolidated Earnings Guidance for the second quarter and fiscal year ending March 31, 2024 . For the second quarter the company expected revenue to be JPY 702,000 million, operating profit of JPY 48,000 million, net profit of JPY 30,000 million, profit attributable to owners of parent company to be JPY 30,000 Million and Basic earnings per share to be JPY 104.87.For the full year, the company expected revenue to be JPY 1,540,000 million, operating profit of JPY 109,000 million, net profit of JPY 70,000 million, profit attributable to owners of parent company to be JPY 70,000 Million and Basic earnings per share to be JPY 244.70.
Reported Earnings • May 17Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥264 (down from JP¥358 in FY 2022). Revenue: JP¥1.44t (up 3.8% from FY 2022). Net income: JP¥75.6b (down 27% from FY 2022). Profit margin: 5.3% (down from 7.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 2.9% during the next year, compared to a 2.9% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.
お知らせ • May 16Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023Iida Group Holdings Co., Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥43.70 (down from JP¥81.30 in 3Q 2022). Revenue: JP¥341.8b (flat on 3Q 2022). Net income: JP¥12.5b (down 47% from 3Q 2022). Profit margin: 3.6% (down from 6.8% in 3Q 2022). Revenue missed analyst estimates by 8.7%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10+ 1 more updateIida Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Iida Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expected revenue to be JPY 1,550,000 million, operating profit to be JPY 140,000 million, net profit to be JPY 95,000 million, profit attributable to owners of the parent company to be JPY 95,000 million and total comprehensive profit to be JPY 331.18.
お知らせ • Dec 24Iida Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Iida Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Buying Opportunity • Dec 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be JP¥2,650, 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 grown by 24%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 0.1% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Nanako Murata was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥106 (up from JP¥105 in 2Q 2022). Revenue: JP¥352.8b (flat on 2Q 2022). Net income: JP¥30.4b (flat on 2Q 2022). Profit margin: 8.6% (down from 8.7% in 2Q 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 27%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Durables industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 11First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: EPS: JP¥81.49 (down from JP¥95.74 in 1Q 2022). Revenue: JP¥325.4b (down 2.1% from 1Q 2022). Net income: JP¥23.5b (down 15% from 1Q 2022). Profit margin: 7.2% (down from 8.3% in 1Q 2022). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 17Price target decreased to JP¥2,723Down from JP¥2,945, the current price target is an average from 5 analysts. New target price is 42% above last closing price of JP¥1,914. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥343 for next year compared to JP¥358 last year.
Reported Earnings • May 16Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥358 (up from JP¥289 in FY 2021). Revenue: JP¥1.39t (down 4.8% from FY 2021). Net income: JP¥103.4b (up 24% from FY 2021). Profit margin: 7.5% (up from 5.7% in FY 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Eichi Hasegawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥81.30 (up from JP¥78.87 in 3Q 2021). Revenue: JP¥343.5b (down 5.5% from 3Q 2021). Net income: JP¥23.4b (up 3.1% from 3Q 2021). Profit margin: 6.8% (up from 6.3% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 7.4%, compared to a 5.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,292, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Consumer Durables industry in Japan. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,274 per share.
Buying Opportunity • Jan 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be JP¥3,306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% per annum over the last 3 years. Earnings per share has grown by 15% per annum over the last 3 years.
Executive Departure • Dec 01Executive Chairman Yoichi Nishikawa has left the companyOn the 30th of November, Yoichi Nishikawa's tenure as Executive Chairman ended after 8.1 years in the role. As of September 2021, Yoichi still personally held 29.14m shares (JP¥84b worth at the time). Yoichi is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.42 years.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥82.49 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥350.5b (down 16% from 2Q 2021). Net income: JP¥30.4b (up 28% from 2Q 2021). Profit margin: 8.7% (up from 5.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
