View Future GrowthSeiko Group 過去の業績過去 基準チェック /56Seiko Groupは、平均年間34%の収益成長を遂げていますが、 Luxury業界の収益は、年間 成長しています。収益は、平均年間15.6% 8.6%収益成長率で 成長しています。 Seiko Groupの自己資本利益率は14.1%であり、純利益率は7.5%です。主要情報34.04%収益成長率34.28%EPS成長率Luxury 業界の成長10.88%収益成長率8.63%株主資本利益率14.07%ネット・マージン7.50%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥137 (vs JP¥77.75 in 1Q 2026)First quarter 2027 results: EPS: JP¥137 (up from JP¥77.75 in 1Q 2026). Revenue: JP¥99.1b (up 28% from 1Q 2026). Net income: JP¥11.2b (up 76% from 1Q 2026). Profit margin: 11% (up from 8.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026すべての更新を表示Recent updatesMajor Estimate Revision • Aug 14Consensus EPS estimates increase by 50%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥298 to JP¥447. Revenue forecast unchanged at JP¥394.0b. Net income forecast to grow 31% next year vs 17% growth forecast for Luxury industry in Japan. Consensus price target up from JP¥8,150 to JP¥9,550. Share price rose 22% to JP¥11,230 over the past week.New Risk • Aug 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥137 (vs JP¥77.75 in 1Q 2026)First quarter 2027 results: EPS: JP¥137 (up from JP¥77.75 in 1Q 2026). Revenue: JP¥99.1b (up 28% from 1Q 2026). Net income: JP¥11.2b (up 76% from 1Q 2026). Profit margin: 11% (up from 8.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥8,920, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 642% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,695 per share.Declared Dividend • Jul 25Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 17Seiko Group (TSE:8050) Stock Looks Stretched After Investment Unit ReviewEvent overview and why Seiko Group stock is in focus Seiko Group (TSE:8050) has drawn fresh attention after stating that it is considering a reduction in its investment unit. The company described this potential change as a way to broaden its investor base and improve share liquidity. See our latest analysis for Seiko Group. Investors appear to be responding to the potential investment unit reduction, with Seiko Group’s share price at ¥7,780 after a 7.31% 1 day share price return and a year...Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,780, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Luxury industry in Japan. Total returns to shareholders of 539% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,514 per share.Price Target Changed • Jun 15Price target increased by 12% to JP¥8,150Up from JP¥7,263, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥7,380. Stock is up 251% over the past year. The company is forecast to post earnings per share of JP¥298 for next year compared to JP¥269 last year.お知らせ • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026ライブニュース • May 22Seiko Group Posts 65% Profit Surge and Stock Split With Higher Dividend OutlookSeiko Group reported a 65% profit surge and double-digit sales growth for the fiscal year ending March 31, 2026, supported by improved margins and a stronger equity ratio. The company raised its annual dividend to ¥165 per share, above its 30% payout target, indicating a focus on returning cash to shareholders while still adding to internal reserves. Seiko executed a 2-for-1 stock split effective April 1, 2026, adjusted dividend payments to align with the new share structure, and is forecasting a 6.6% rise in net sales along with higher operating and ordinary profits for fiscal 2027. The combination of stronger profitability, a higher dividend, and a stock split suggests that management is signaling confidence in the current business position and earnings outlook. For investors, key factors to monitor include whether margins and sales continue to support the richer dividend policy and how the increased share count after the split influences trading liquidity and investor interest.Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Seiko Group Corporation, Annual General Meeting, Jun 25, 2026Seiko Group Corporation, Annual General Meeting, Jun 25, 2026.Buy Or Sell Opportunity • May 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to JP¥6,000. The fair value is estimated to be JP¥4,856, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).お知らせ • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026Major Estimate Revision • Feb 27Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥319.8b to JP¥324.1b. EPS estimate increased from JP¥406 to JP¥450 per share. Net income forecast to shrink 6.4% next year vs 10% growth forecast for Luxury industry in Japan . Consensus price target up from JP¥7,775 to JP¥10,975. Share price rose 15% to JP¥13,240 over the past week.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥10,680, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Luxury industry in Japan. Total returns to shareholders of 287% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,006 per share.分析記事 • Feb 13Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥70.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥70.00 on the...お知らせ • Feb 13+ 1 more updateSeiko Group Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Seiko Group revised dividend guidance for the Fiscal Year Ending March 31, 2026. For the period, the company now expected to pay dividend of JPY 90.00 per share as previously forecasted JPY 70 per share against JPY 55.00 per share paid a year ago.分析記事 • Feb 12Optimistic Investors Push Seiko Group Corporation (TSE:8050) Shares Up 38% But Growth Is LackingThe Seiko Group Corporation ( TSE:8050 ) share price has done very well over the last month, posting an excellent gain...New Risk • Feb 12New 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 7.2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change).Buy Or Sell Opportunity • Feb 12Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥10,060. The fair value is estimated to be JP¥7,806, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 31Price target increased by 9.0% to JP¥7,775Up from JP¥7,133, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,700. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥403 for next year compared to JP¥326 last year.分析記事 • Jan 29Seiko Group (TSE:8050) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 16Seiko Group's (TSE:8050) Dividend Will Be Increased To ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...分析記事 • Dec 23Estimating The Intrinsic Value Of Seiko Group Corporation (TSE:8050)Key Insights The projected fair value for Seiko Group is JP¥8,026 based on 2 Stage Free Cash Flow to Equity Seiko...分析記事 • Dec 07Seiko Group (TSE:8050) Will Pay A Larger Dividend Than Last Year At ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Dec 06First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Dec 03Price target increased by 10% to JP¥7,433Up from JP¥6,733, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,170. Stock is up 68% over the past year. The company is forecast to post earnings per share of JP¥400 for next year compared to JP¥326 last year.お知らせ • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Nov 14Seiko Group Corporation Beat Revenue Forecasts By 6.0%: Here's What Analysts Are Forecasting NextInvestors in Seiko Group Corporation ( TSE:8050 ) had a good week, as its shares rose 2.1% to close at JP¥7,220...Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥150 (vs JP¥127 in 2Q 2025)Second quarter 2026 results: EPS: JP¥150 (up from JP¥127 in 2Q 2025). Revenue: JP¥83.4b (up 8.4% from 2Q 2025). Net income: JP¥6.15b (up 19% from 2Q 2025). Profit margin: 7.4% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 05Seiko Group (TSE:8050) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Oct 22Does Seiko Group (TSE:8050) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Sep 26Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥60.00 on the...分析記事 • Sep 11Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...Price Target Changed • Sep 04Price target increased by 22% to JP¥6,733Up from JP¥5,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥6,590. Stock is up 69% over the past year. The company is forecast to post earnings per share of JP¥378 for next year compared to JP¥326 last year.お知らせ • Sep 04Seiko Group Corporation to Report Q2, 2026 Results on Nov 11, 2025Seiko Group Corporation announced that they will report Q2, 2026 results on Nov 11, 2025分析記事 • Aug 28Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...分析記事 • Aug 27Is There An Opportunity With Seiko Group Corporation's (TSE:8050) 20% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥7,685 Current share...Buy Or Sell Opportunity • Aug 27Now 20% undervaluedOver the last 90 days, the stock has risen 48% to JP¥6,140. The fair value is estimated to be JP¥7,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥5,600, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,541 per share.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥155 (vs JP¥85.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥155 (up from JP¥85.64 in 1Q 2025). Revenue: JP¥77.1b (up 4.2% from 1Q 2025). Net income: JP¥6.35b (up 82% from 1Q 2025). Profit margin: 8.2% (up from 4.7% in 1Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury 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 15% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 12Seiko Group Corporation to Report Q1, 2026 Results on Aug 08, 2025Seiko Group Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥4,110. The fair value is estimated to be JP¥5,147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥326 (up from JP¥244 in FY 2024). Revenue: JP¥304.7b (up 10% from FY 2024). Net income: JP¥13.3b (up 33% from FY 2024). Profit margin: 4.4% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.お知らせ • May 13Seiko Group Corporation, Annual General Meeting, Jun 27, 2025Seiko Group Corporation, Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥3,325, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,202 per share.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Mar 13Seiko Group Corporation to Report Fiscal Year 2025 Results on May 13, 2025Seiko Group Corporation announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on May 13, 2025Buy Or Sell Opportunity • Mar 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥4,160. The fair value is estimated to be JP¥5,304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥104 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥104 (down from JP¥106 in 3Q 2024). Revenue: JP¥81.5b (up 9.6% from 3Q 2024). Net income: JP¥4.27b (down 2.2% from 3Q 2024). Profit margin: 5.2% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Luxury 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Dec 17Price target increased by 7.1% to JP¥5,533Up from JP¥5,167, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥4,685. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥319 for next year compared to JP¥244 last year.Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05Seiko Group Corporation to Report Q3, 2025 Results on Feb 12, 2025Seiko Group Corporation announced that they will report Q3, 2025 results on Feb 12, 2025Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 2.9% to JP¥4,100. The fair value is estimated to be JP¥5,160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥127 (vs JP¥93.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥127 (up from JP¥93.70 in 2Q 2024). Revenue: JP¥77.0b (up 13% from 2Q 2024). Net income: JP¥5.18b (up 34% from 2Q 2024). Profit margin: 6.7% (up from 5.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 20% per year.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 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).お知らせ • Sep 05Seiko Group Corporation to Report Q2, 2025 Results on Nov 12, 2024Seiko Group Corporation announced that they will report Q2, 2025 results on Nov 12, 2024Buy Or Sell Opportunity • Aug 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥4,190. The fair value is estimated to be JP¥5,239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥85.64 (vs JP¥58.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥85.64 (up from JP¥58.41 in 1Q 2024). Revenue: JP¥74.0b (up 18% from 1Q 2024). Net income: JP¥3.49b (up 45% from 1Q 2024). Profit margin: 4.7% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥3,220, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,766 per share.New Risk • Aug 02New 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 5.6% 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 High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to JP¥3,855. The fair value is estimated to be JP¥4,872, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Jun 13Price target increased by 13% to JP¥5,333Up from JP¥4,733, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥4,695. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥244 last year.Reported Earnings • May 18Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥244 (up from JP¥122 in FY 2023). Revenue: JP¥276.8b (up 6.3% from FY 2023). Net income: JP¥10.1b (up 100% from FY 2023). Profit margin: 3.6% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year.お知らせ • May 16Seiko Group Corporation, Annual General Meeting, Jun 27, 2024Seiko Group Corporation, Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).Price Target Changed • Mar 05Price target increased by 17% to JP¥4,300Up from JP¥3,667, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥3,725. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥236 for next year compared to JP¥122 last year.お知らせ • Feb 29Seiko Group Corporation to Report Fiscal Year 2024 Results on May 14, 2024Seiko Group Corporation announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on May 14, 2024Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,703 per share.収支内訳Seiko Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:8050 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費30 Jun 26357,66126,825129,126031 Mar 26335,68621,980124,329031 Dec 25326,34620,918120,268030 Sep 25314,26717,147118,207030 Jun 25307,81816,176115,779031 Mar 25304,74413,316115,827031 Dec 24303,64912,343114,586030 Sep 24296,51312,437112,512030 Jun 24287,89811,132110,860031 Mar 24276,80710,051107,948031 Dec 23268,7177,567105,515030 Sep 23261,8786,017104,117030 Jun 23261,3755,732102,154031 Mar 23260,5045,028100,564031 Dec 22260,98010,60997,295030 Sep 22256,90810,51495,167030 Jun 22244,8518,06992,845031 Mar 22237,3826,41590,408031 Dec 21230,5345,08887,430030 Sep 21225,5762,56184,621030 Jun 21221,6682,58683,485031 Mar 21202,6713,47577,672031 Dec 20200,420-68479,216030 Sep 20204,4889481,145030 Jun 20216,2232,18382,645031 Mar 20239,1503,39488,794031 Dec 19243,8535,93588,934030 Sep 19248,3738,49088,412030 Jun 19246,4658,33487,404031 Mar 19247,2939,24986,943031 Dec 18248,20616,76087,893030 Sep 18256,57415,26089,303030 Jun 18264,42413,41090,239031 Mar 18268,52911,54191,461031 Dec 17274,5489,23090,994030 Sep 17267,7449,35389,649030 Jun 17261,1547,85988,662031 Mar 17257,1155,39288,804031 Dec 16258,8009690,689030 Sep 16267,5623,10993,124030 Jun 16285,4657,14395,438031 Mar 16296,70512,14295,233031 Dec 15305,05910,46595,852030 Sep 15307,06216,05195,5480質の高い収益: 8050は 高品質の収益 を持っています。利益率の向上: 8050の現在の純利益率 (7.5%)は、昨年(5.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8050の収益は過去 5 年間で年間34%増加しました。成長の加速: 8050の過去 1 年間の収益成長率 ( 65.8% ) は、5 年間の平均 ( 年間34%を上回っています。収益対業界: 8050の過去 1 年間の収益成長率 ( 65.8% ) はLuxury業界13.8%を上回りました。株主資本利益率高いROE: 8050の 自己資本利益率 ( 14.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/15 00:49終値2026/08/14 00:00収益2026/06/30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Seiko Group Corporation 4 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。7 アナリスト機関Ayaka InomataDaiwa Securities Co. Ltd.Hiroshi TaguchiDeutsche BankNagamatsu RikkiMarusan Securities Co. Ltd.4 その他のアナリストを表示
Reported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥137 (vs JP¥77.75 in 1Q 2026)First quarter 2027 results: EPS: JP¥137 (up from JP¥77.75 in 1Q 2026). Revenue: JP¥99.1b (up 28% from 1Q 2026). Net income: JP¥11.2b (up 76% from 1Q 2026). Profit margin: 11% (up from 8.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
Major Estimate Revision • Aug 14Consensus EPS estimates increase by 50%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥298 to JP¥447. Revenue forecast unchanged at JP¥394.0b. Net income forecast to grow 31% next year vs 17% growth forecast for Luxury industry in Japan. Consensus price target up from JP¥8,150 to JP¥9,550. Share price rose 22% to JP¥11,230 over the past week.
New Risk • Aug 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 08First quarter 2027 earnings released: EPS: JP¥137 (vs JP¥77.75 in 1Q 2026)First quarter 2027 results: EPS: JP¥137 (up from JP¥77.75 in 1Q 2026). Revenue: JP¥99.1b (up 28% from 1Q 2026). Net income: JP¥11.2b (up 76% from 1Q 2026). Profit margin: 11% (up from 8.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥8,920, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 642% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,695 per share.
Declared Dividend • Jul 25Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 17Seiko Group (TSE:8050) Stock Looks Stretched After Investment Unit ReviewEvent overview and why Seiko Group stock is in focus Seiko Group (TSE:8050) has drawn fresh attention after stating that it is considering a reduction in its investment unit. The company described this potential change as a way to broaden its investor base and improve share liquidity. See our latest analysis for Seiko Group. Investors appear to be responding to the potential investment unit reduction, with Seiko Group’s share price at ¥7,780 after a 7.31% 1 day share price return and a year...
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,780, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Luxury industry in Japan. Total returns to shareholders of 539% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,514 per share.
Price Target Changed • Jun 15Price target increased by 12% to JP¥8,150Up from JP¥7,263, the current price target is an average from 4 analysts. New target price is 10% above last closing price of JP¥7,380. Stock is up 251% over the past year. The company is forecast to post earnings per share of JP¥298 for next year compared to JP¥269 last year.
お知らせ • Jun 12Seiko Group Corporation to Report Q1, 2027 Results on Aug 07, 2026Seiko Group Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
ライブニュース • May 22Seiko Group Posts 65% Profit Surge and Stock Split With Higher Dividend OutlookSeiko Group reported a 65% profit surge and double-digit sales growth for the fiscal year ending March 31, 2026, supported by improved margins and a stronger equity ratio. The company raised its annual dividend to ¥165 per share, above its 30% payout target, indicating a focus on returning cash to shareholders while still adding to internal reserves. Seiko executed a 2-for-1 stock split effective April 1, 2026, adjusted dividend payments to align with the new share structure, and is forecasting a 6.6% rise in net sales along with higher operating and ordinary profits for fiscal 2027. The combination of stronger profitability, a higher dividend, and a stock split suggests that management is signaling confidence in the current business position and earnings outlook. For investors, key factors to monitor include whether margins and sales continue to support the richer dividend policy and how the increased share count after the split influences trading liquidity and investor interest.
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥538 (up from JP¥163 in FY 2025). Revenue: JP¥335.7b (up 10% from FY 2025). Net income: JP¥22.0b (up 65% from FY 2025). Profit margin: 6.5% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.2%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Seiko Group Corporation, Annual General Meeting, Jun 25, 2026Seiko Group Corporation, Annual General Meeting, Jun 25, 2026.
Buy Or Sell Opportunity • May 07Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to JP¥6,000. The fair value is estimated to be JP¥4,856, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
お知らせ • Mar 07Seiko Group Corporation to Report Fiscal Year 2026 Results on May 13, 2026Seiko Group Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026
Major Estimate Revision • Feb 27Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥319.8b to JP¥324.1b. EPS estimate increased from JP¥406 to JP¥450 per share. Net income forecast to shrink 6.4% next year vs 10% growth forecast for Luxury industry in Japan . Consensus price target up from JP¥7,775 to JP¥10,975. Share price rose 15% to JP¥13,240 over the past week.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥10,680, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Luxury industry in Japan. Total returns to shareholders of 287% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,006 per share.
分析記事 • Feb 13Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥70.00The board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥70.00 on the...
お知らせ • Feb 13+ 1 more updateSeiko Group Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Seiko Group revised dividend guidance for the Fiscal Year Ending March 31, 2026. For the period, the company now expected to pay dividend of JPY 90.00 per share as previously forecasted JPY 70 per share against JPY 55.00 per share paid a year ago.
分析記事 • Feb 12Optimistic Investors Push Seiko Group Corporation (TSE:8050) Shares Up 38% But Growth Is LackingThe Seiko Group Corporation ( TSE:8050 ) share price has done very well over the last month, posting an excellent gain...
New Risk • Feb 12New 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 7.2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change).
Buy Or Sell Opportunity • Feb 12Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to JP¥10,060. The fair value is estimated to be JP¥7,806, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥197 (vs JP¥104 in 3Q 2025)Third quarter 2026 results: EPS: JP¥197 (up from JP¥104 in 3Q 2025). Revenue: JP¥93.6b (up 15% from 3Q 2025). Net income: JP¥8.04b (up 88% from 3Q 2025). Profit margin: 8.6% (up from 5.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 31Price target increased by 9.0% to JP¥7,775Up from JP¥7,133, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,700. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥403 for next year compared to JP¥326 last year.
分析記事 • Jan 29Seiko Group (TSE:8050) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 16Seiko Group's (TSE:8050) Dividend Will Be Increased To ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...
分析記事 • Dec 23Estimating The Intrinsic Value Of Seiko Group Corporation (TSE:8050)Key Insights The projected fair value for Seiko Group is JP¥8,026 based on 2 Stage Free Cash Flow to Equity Seiko...
分析記事 • Dec 07Seiko Group (TSE:8050) Will Pay A Larger Dividend Than Last Year At ¥70.00Seiko Group Corporation's ( TSE:8050 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Dec 06First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Dec 03Price target increased by 10% to JP¥7,433Up from JP¥6,733, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥7,170. Stock is up 68% over the past year. The company is forecast to post earnings per share of JP¥400 for next year compared to JP¥326 last year.
お知らせ • Nov 29Seiko Group Corporation to Report Q3, 2026 Results on Feb 10, 2026Seiko Group Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Nov 14Seiko Group Corporation Beat Revenue Forecasts By 6.0%: Here's What Analysts Are Forecasting NextInvestors in Seiko Group Corporation ( TSE:8050 ) had a good week, as its shares rose 2.1% to close at JP¥7,220...
Reported Earnings • Nov 13Second quarter 2026 earnings released: EPS: JP¥150 (vs JP¥127 in 2Q 2025)Second quarter 2026 results: EPS: JP¥150 (up from JP¥127 in 2Q 2025). Revenue: JP¥83.4b (up 8.4% from 2Q 2025). Net income: JP¥6.15b (up 19% from 2Q 2025). Profit margin: 7.4% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 05Seiko Group (TSE:8050) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Oct 22Does Seiko Group (TSE:8050) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Sep 26Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Seiko Group Corporation ( TSE:8050 ) has announced that it will be paying its dividend of ¥60.00 on the...
分析記事 • Sep 11Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...
Price Target Changed • Sep 04Price target increased by 22% to JP¥6,733Up from JP¥5,500, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥6,590. Stock is up 69% over the past year. The company is forecast to post earnings per share of JP¥378 for next year compared to JP¥326 last year.
お知らせ • Sep 04Seiko Group Corporation to Report Q2, 2026 Results on Nov 11, 2025Seiko Group Corporation announced that they will report Q2, 2026 results on Nov 11, 2025
分析記事 • Aug 28Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year'sSeiko Group Corporation ( TSE:8050 ) will increase its dividend from last year's comparable payment on the 5th of...
分析記事 • Aug 27Is There An Opportunity With Seiko Group Corporation's (TSE:8050) 20% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Seiko Group fair value estimate is JP¥7,685 Current share...
Buy Or Sell Opportunity • Aug 27Now 20% undervaluedOver the last 90 days, the stock has risen 48% to JP¥6,140. The fair value is estimated to be JP¥7,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥5,600, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,541 per share.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥155 (vs JP¥85.64 in 1Q 2025)First quarter 2026 results: EPS: JP¥155 (up from JP¥85.64 in 1Q 2025). Revenue: JP¥77.1b (up 4.2% from 1Q 2025). Net income: JP¥6.35b (up 82% from 1Q 2025). Profit margin: 8.2% (up from 4.7% in 1Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury 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 15% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 12Seiko Group Corporation to Report Q1, 2026 Results on Aug 08, 2025Seiko Group Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥4,110. The fair value is estimated to be JP¥5,147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥326 (up from JP¥244 in FY 2024). Revenue: JP¥304.7b (up 10% from FY 2024). Net income: JP¥13.3b (up 33% from FY 2024). Profit margin: 4.4% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.
お知らせ • May 13Seiko Group Corporation, Annual General Meeting, Jun 27, 2025Seiko Group Corporation, Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥3,325, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,202 per share.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Mar 13Seiko Group Corporation to Report Fiscal Year 2025 Results on May 13, 2025Seiko Group Corporation announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on May 13, 2025
Buy Or Sell Opportunity • Mar 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥4,160. The fair value is estimated to be JP¥5,304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥104 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥104 (down from JP¥106 in 3Q 2024). Revenue: JP¥81.5b (up 9.6% from 3Q 2024). Net income: JP¥4.27b (down 2.2% from 3Q 2024). Profit margin: 5.2% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Luxury 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 increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Dec 17Price target increased by 7.1% to JP¥5,533Up from JP¥5,167, the current price target is an average from 3 analysts. New target price is 18% above last closing price of JP¥4,685. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥319 for next year compared to JP¥244 last year.
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.1%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05Seiko Group Corporation to Report Q3, 2025 Results on Feb 12, 2025Seiko Group Corporation announced that they will report Q3, 2025 results on Feb 12, 2025
Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 2.9% to JP¥4,100. The fair value is estimated to be JP¥5,160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥127 (vs JP¥93.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥127 (up from JP¥93.70 in 2Q 2024). Revenue: JP¥77.0b (up 13% from 2Q 2024). Net income: JP¥5.18b (up 34% from 2Q 2024). Profit margin: 6.7% (up from 5.7% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 20% per year.
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 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
お知らせ • Sep 05Seiko Group Corporation to Report Q2, 2025 Results on Nov 12, 2024Seiko Group Corporation announced that they will report Q2, 2025 results on Nov 12, 2024
Buy Or Sell Opportunity • Aug 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to JP¥4,190. The fair value is estimated to be JP¥5,239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥85.64 (vs JP¥58.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥85.64 (up from JP¥58.41 in 1Q 2024). Revenue: JP¥74.0b (up 18% from 1Q 2024). Net income: JP¥3.49b (up 45% from 1Q 2024). Profit margin: 4.7% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to JP¥3,220, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,766 per share.
New Risk • Aug 02New 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 5.6% 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 High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change).
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to JP¥3,855. The fair value is estimated to be JP¥4,872, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Jun 13Price target increased by 13% to JP¥5,333Up from JP¥4,733, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥4,695. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥244 last year.
Reported Earnings • May 18Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥244 (up from JP¥122 in FY 2023). Revenue: JP¥276.8b (up 6.3% from FY 2023). Net income: JP¥10.1b (up 100% from FY 2023). Profit margin: 3.6% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year.
お知らせ • May 16Seiko Group Corporation, Annual General Meeting, Jun 27, 2024Seiko Group Corporation, Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
Price Target Changed • Mar 05Price target increased by 17% to JP¥4,300Up from JP¥3,667, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥3,725. Stock is up 25% over the past year. The company is forecast to post earnings per share of JP¥236 for next year compared to JP¥122 last year.
お知らせ • Feb 29Seiko Group Corporation to Report Fiscal Year 2024 Results on May 14, 2024Seiko Group Corporation announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on May 14, 2024
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Japan. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,703 per share.