JM HoldingsLtd（3539）株式概要JMホールディングス株式会社は日本でスーパーマーケット事業を行っている。 詳細3539 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績3/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より69.7%で取引されている 収益は年間16.18%増加すると予測されています 過去1年間で収益は3.5%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、3539 、リスクは検出されなかった。すべてのリスクチェックを見る3539 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW471,327 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 NarrativeBLINRODA471,327 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.38k11.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0283b2016201920222025202620282031Revenue JP¥283.2bEarnings JP¥8.7bAdvancedSet Fair ValueView all narrativesJM Holdings Co.,Ltd. 競合他社G-7 HoldingsSymbol: TSE:7508Market cap: JP¥60.0bDaikokutenbussanLtdSymbol: TSE:2791Market cap: JP¥57.6bHalowsLtdSymbol: TSE:2742Market cap: JP¥78.4bRetail PartnersSymbol: TSE:8167Market cap: JP¥56.6b価格と性能株価の高値、安値、推移の概要JM HoldingsLtd過去の株価現在の株価JP¥1,377.0052週高値JP¥1,827.0052週安値JP¥1,188.00ベータ0.291ヶ月の変化8.60%3ヶ月変化3.61%1年変化-9.11%3年間の変化44.64%5年間の変化30.96%IPOからの変化147.66%最新ニュースお知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Sep 11, 2026JM Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Sep 11, 2026Upcoming Dividend • Jul 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 30 October 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.1%).Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.最新情報をもっと見るRecent updatesお知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Sep 11, 2026JM Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Sep 11, 2026Upcoming Dividend • Jul 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 30 October 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.1%).Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Jan 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥21.39 (vs JP¥13.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.39. Revenue: JP¥47.7b (up 8.2% from 1Q 2025). Net income: JP¥545.0m (down 21% from 1Q 2025). Profit margin: 1.1% (down from 1.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan.Declared Dividend • Nov 14Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 94% Dividend yield: 3.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Oct 28JM Holdings Co.,Ltd. to Report Q1, 2026 Results on Dec 12, 2025JM Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Dec 12, 2025Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥252 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥252 (up from JP¥205 in FY 2024). Revenue: JP¥186.2b (up 8.1% from FY 2024). Net income: JP¥6.46b (up 18% from FY 2024). Profit margin: 3.5% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025.お知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025JM Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 29 October 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (1.7%).Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥2,642. The fair value is estimated to be JP¥2,198, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%.Buy Or Sell Opportunity • Jun 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to JP¥2,589. The fair value is estimated to be JP¥2,135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%.お知らせ • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2025 Results on Jun 12, 2025JM Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Jun 12, 2025分析記事 • Apr 14Is JM HoldingsLtd (TSE:3539) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Apr 11First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th July 2025 Payment date: 29th October 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥84.11 (vs JP¥68.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥84.11 (up from JP¥68.07 in 2Q 2024). Revenue: JP¥48.8b (up 7.0% from 2Q 2024). Net income: JP¥2.14b (up 18% from 2Q 2024). Profit margin: 4.4% (up from 4.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2025 Results on Mar 14, 2025JM Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Mar 14, 2025分析記事 • Jan 24JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥22.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥22.00 per share on 10th of April. The...Upcoming Dividend • Jan 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 13First quarter 2025 earnings released: EPS: JP¥26.38 (vs JP¥35.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.38 (down from JP¥35.38 in 1Q 2024). Revenue: JP¥44.1b (up 6.4% from 1Q 2024). Net income: JP¥687.0m (down 27% from 1Q 2024). Profit margin: 1.6% (down from 2.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.分析記事 • Nov 28JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) will pay a dividend of ¥22.00 on the 10th of April. This takes the annual payment to...お知らせ • Nov 27Japan Meat Co.,Ltd. Common Stock to Be Deleted from OTC EquityJapan Meat Co.,Ltd. Common Stock will be deleted from OTC Equity effective November 26, 2024, due to Inactive Security.分析記事 • Nov 07JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥22.00 per share on the 10th of April...Declared Dividend • Nov 07Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th January 2025 Payment date: 10th April 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Oct 30JM Holdings Co.,Ltd. to Report Q1, 2025 Results on Dec 12, 2024JM Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Dec 12, 2024Reported Earnings • Sep 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥205 (up from JP¥166 in FY 2023). Revenue: JP¥172.3b (up 11% from FY 2023). Net income: JP¥5.47b (up 24% from FY 2023). Profit margin: 3.2% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.5%. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.お知らせ • Sep 14JM Holdings Co.,Ltd. (TSE:3539) announces an Equity Buyback for 1,400,000 shares, representing 5.25% for ¥4,277 million.JM Holdings Co.,Ltd. (TSE:3539) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 5.25% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,277 million. The shares will be repurchased at a price of ¥3,055 per share. The purpose of the program is to enhancing shareholder returns and improving capital efficiency, as well as implementing flexible capital policies that respond to changes in the business environment and increasing corporate value. The repurchased shares will be cancelled. As of July 31, 2024, the company has 26,678,941 issued shares (excluding treasury stock) and 559 treasury shares.お知らせ • Sep 12+ 3 more updatesJM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024JM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024.お知らせ • Jul 27JM Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024JM Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).分析記事 • Jul 22JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...分析記事 • Jun 19JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥20.00The board of JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the...Reported Earnings • Jun 15Third quarter 2024 earnings released: EPS: JP¥44.83 (vs JP¥37.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.83 (up from JP¥37.97 in 3Q 2023). Revenue: JP¥42.4b (up 9.1% from 3Q 2023). Net income: JP¥1.20b (up 18% from 3Q 2023). Profit margin: 2.8% (up from 2.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing 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 9% per year.お知らせ • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2024 Results on Jun 12, 2024JM Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Jun 12, 2024分析記事 • Apr 25JM HoldingsLtd (TSE:3539) Has Affirmed Its Dividend Of ¥20.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the 24th of October...分析記事 • Mar 15JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...Declared Dividend • Mar 15First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 30th July 2024 Payment date: 24th October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (10% 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 19% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 2.2% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Second quarter 2024 earnings released: EPS: JP¥68.07 (vs JP¥53.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.07 (up from JP¥53.04 in 2Q 2023). Revenue: JP¥45.6b (up 17% from 2Q 2023). Net income: JP¥1.82b (up 28% from 2Q 2023). Profit margin: 4.0% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2024 Results on Mar 13, 2024JM Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Mar 13, 2024Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 10 April 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.6%).Reported Earnings • Dec 15First quarter 2024 earnings released: EPS: JP¥35.38 (vs JP¥24.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.38 (up from JP¥24.29 in 1Q 2023). Revenue: JP¥41.4b (up 17% from 1Q 2023). Net income: JP¥944.0m (up 46% from 1Q 2023). Profit margin: 2.3% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 29JM Holdings Co.,Ltd. to Report Q1, 2024 Results on Dec 12, 2023JM Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Dec 12, 2023Reported Earnings • Sep 17Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023.お知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 12, 2023JM Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 12, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥20.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).Reported Earnings • Jun 13Third quarter 2023 earnings released: EPS: JP¥37.97 (vs JP¥36.17 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.97 (up from JP¥36.17 in 3Q 2022). Revenue: JP¥38.9b (up 13% from 3Q 2022). Net income: JP¥1.01b (up 5.0% from 3Q 2022). Profit margin: 2.6% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jun 13+ 1 more updateJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2023. For the year, the company expects Net sales of JPY 150,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 4,320 million and Basic earnings per share of JPY 161.92.Reported Earnings • Mar 15Second quarter 2023 earnings released: EPS: JP¥53.04 (vs JP¥50.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.04 (up from JP¥50.34 in 2Q 2022). Revenue: JP¥39.1b (up 6.4% from 2Q 2022). Net income: JP¥1.42b (up 5.4% from 2Q 2022). Profit margin: 3.6% (down from 3.7% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 3% per year.お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 14, 2023JM Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 14, 2023Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 22% and the cash payout ratio is 86%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 14First quarter 2023 earnings released: EPS: JP¥24.29 (vs JP¥22.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.29 (up from JP¥22.53 in 1Q 2022). Revenue: JP¥35.3b (up 2.9% from 1Q 2022). Net income: JP¥648.0m (up 7.8% from 1Q 2022). Profit margin: 1.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Dec 13+ 2 more updatesJM Holdings Co.,Ltd. Provides Second Quarter Dividend Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided second quarter dividend guidance for the year ending July 31, 2023. For the period, the company expects second quarter dividend of JPY 20.00 per share compared to JPY 15.00 per share a year ago.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Sep 14Full year 2022 earnings released: EPS: JP¥160 (vs JP¥159 in FY 2021)Full year 2022 results: EPS: JP¥160 (up from JP¥159 in FY 2021). Revenue: JP¥140.8b (up 8.5% from FY 2021). Net income: JP¥4.27b (flat on FY 2021). Profit margin: 3.0% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Sep 13+ 3 more updatesJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 2023. For the year, the company expects net sales of ¥150,000 million, operating profit of ¥7,200 million, profit attributable to owners of parent of ¥4,320 million or basic earnings per share of ¥161.92.Upcoming Dividend • Jul 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).お知らせ • Jul 15JM Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 12, 2022JM Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 12, 2022Reported Earnings • Jun 13Third quarter 2022 earnings released: EPS: JP¥36.17 (vs JP¥45.54 in 3Q 2021)Third quarter 2022 results: EPS: JP¥36.17 (down from JP¥45.54 in 3Q 2021). Revenue: JP¥34.6b (up 12% from 3Q 2021). Net income: JP¥965.0m (down 21% from 3Q 2021). Profit margin: 2.8% (down from 3.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 15Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥50.34 (down from JP¥52.67 in 2Q 2021). Revenue: JP¥36.8b (up 6.7% from 2Q 2021). Net income: JP¥1.34b (down 4.3% from 2Q 2021). Profit margin: 3.7% (down from 4.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2022 Results on Mar 14, 2022JM Holdings Co.,Ltd. announced that they will report Q2, 2022 results on Mar 14, 2022Upcoming Dividend • Jan 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 11 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 17Full year 2021 earnings released: EPS JP¥159 (vs JP¥137 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥129.8b (up 2.3% from FY 2020). Net income: JP¥4.25b (up 16% from FY 2020). Profit margin: 3.3% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 October 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.5%).Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥45.54 (vs JP¥41.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.0b (down 4.3% from 3Q 2020). Net income: JP¥1.21b (up 10.0% from 3Q 2020). Profit margin: 3.9% (up from 3.4% in 3Q 2020). 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 fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 16Second quarter 2021 earnings released: EPS JP¥52.67 (vs JP¥45.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥34.5b (up 7.2% from 2Q 2020). Net income: JP¥1.40b (up 16% from 2Q 2020). Profit margin: 4.1% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations.JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations on February 1, 2021. Pursuant to the terms, JM Holdings Co.,Ltd. will acquire 0.01203 million shares whereas, Organization for Small & Medium Enterprises and Regional Innovation, JAPAN will sell 29.6% stake, Ota City, Gunma Prefecture will sell 29.6% stake, 48 individual shareholders and corporations will sell 33.1% stake in Den'en Toshi Mirai Nitta Co., Ltd. Den'en Toshi Mirai Nitta Co., Ltd reported net assets of ¥941 million, total assets of ¥1.7 billion, sales of ¥431 million, operating income of ¥122 million and net profit of ¥84 million for the year ended March 31, 2020. The board of directors of JM Holdings Co.,Ltd. approved the transaction. The transaction is expected to complete on February 15, 2021.お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2021 Results on Mar 15, 2021JM Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Mar 15, 2021Is New 90 Day High Low • Jan 15New 90-day low: JP¥2,217The company is down 11% from its price of JP¥2,500 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,289The company is down 27% from its price of JP¥3,155 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period.Reported Earnings • Dec 14First quarter 2021 earnings released: EPS JP¥28.21The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥31.5b (up 5.4% from 1Q 2020). Net income: JP¥752.0m (up 16% from 1Q 2020). Profit margin: 2.4% (up from 2.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.お知らせ • Jul 26JM Holdings Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 11, 2020JM Holdings Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 11, 2020株主還元3539JP Consumer RetailingJP 市場7D-4.7%-8.4%2.2%1Y-9.1%-12.7%35.3%株主還元を見る業界別リターン: 3539過去 1 年間で-12.7 % の収益を上げたJP Consumer Retailing業界を上回りました。リターン対市場: 3539は、過去 1 年間で35.3 % のリターンを上げたJP市場を下回りました。価格変動Is 3539's price volatile compared to industry and market?3539 volatility3539 Average Weekly Movement3.5%Consumer Retailing Industry Average Movement3.2%Market Average Movement4.4%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.2%安定した株価: 3539 、 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: 3539の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19451,525Masahiro Sakaiwww.jm-holdings.co.jp株式会社JMホールディングスは日本でスーパーマーケット事業を行っている。外食事業、イベント関連事業、アウトソーシング事業、食肉卸・小売事業を手掛ける。また、施設運営・管理事業、米穀小売事業も手掛ける。JMホールディングスの前身はジャパンミート株式会社。同社は1945年に設立され、土浦市に本社を置く。もっと見るJM Holdings Co.,Ltd. 基礎のまとめJM HoldingsLtd の収益と売上を時価総額と比較するとどうか。3539 基礎統計学時価総額JP¥68.44b収益（TTM）JP¥6.01b売上高(TTM)JP¥196.82b11.7xPER（株価収益率0.4xP/Sレシオ3539 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3539 損益計算書（TTM）収益JP¥196.82b売上原価JP¥140.86b売上総利益JP¥55.96bその他の費用JP¥49.94b収益JP¥6.01b直近の収益報告Apr 30, 2026次回決算日Sep 11, 2026一株当たり利益（EPS）118.02グロス・マージン28.43%純利益率3.06%有利子負債／自己資本比率18.0%3539 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1.7%現在の配当利回り20%配当性向3539 配当は確実ですか？3539 配当履歴とベンチマークを見る3539 、いつまでに購入すれば配当金を受け取れますか？JM HoldingsLtd 配当日配当落ち日Jul 30 2026配当支払日Oct 30 2026配当落ちまでの日数8 days配当支払日までの日数84 days3539 配当は確実ですか？3539 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2026/08/06 12:35終値2026/08/06 00:00収益2026/04/30年間収益2025/07/31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JM Holdings Co.,Ltd. 1 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。3 アナリスト機関null nullDaiwa Securities Co. Ltd.Risa TanihanaDaiwa Securities Co. Ltd.null nullStorm Research Limited
お知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Sep 11, 2026JM Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Sep 11, 2026
Upcoming Dividend • Jul 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 30 October 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.1%).
Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Sep 11, 2026JM Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Sep 11, 2026
Upcoming Dividend • Jul 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 30 October 2026. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.1%).
Reported Earnings • Jun 14Third quarter 2026 earnings released: EPS: JP¥26.51 (vs JP¥28.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥26.51 (down from JP¥28.88 in 3Q 2025). Revenue: JP¥48.4b (up 4.9% from 3Q 2025). Net income: JP¥1.35b (down 8.2% from 3Q 2025). Profit margin: 2.8% (down from 3.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
New Risk • Apr 22New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Apr 11First half dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th July 2026 Payment date: 30th October 2026 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Second quarter 2026 earnings released: EPS: JP¥38.52 (vs JP¥42.05 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.52 (down from JP¥42.05 in 2Q 2025). Revenue: JP¥53.5b (up 9.7% from 2Q 2025). Net income: JP¥1.96b (down 8.4% from 2Q 2025). Profit margin: 3.7% (down from 4.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Jan 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 January 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.5%).
Reported Earnings • Dec 16First quarter 2026 earnings released: EPS: JP¥21.39 (vs JP¥13.19 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.39. Revenue: JP¥47.7b (up 8.2% from 1Q 2025). Net income: JP¥545.0m (down 21% from 1Q 2025). Profit margin: 1.1% (down from 1.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan.
Declared Dividend • Nov 14Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 29th January 2026 Payment date: 10th April 2026 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Oct 29New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 94% Dividend yield: 3.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Oct 28JM Holdings Co.,Ltd. to Report Q1, 2026 Results on Dec 12, 2025JM Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Dec 12, 2025
Reported Earnings • Sep 14Full year 2025 earnings released: EPS: JP¥252 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥252 (up from JP¥205 in FY 2024). Revenue: JP¥186.2b (up 8.1% from FY 2024). Net income: JP¥6.46b (up 18% from FY 2024). Profit margin: 3.5% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025JM Holdings Co.,Ltd., Annual General Meeting, Oct 29, 2025.
お知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Sep 12, 2025JM Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Sep 12, 2025
Upcoming Dividend • Jul 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 29 October 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (1.7%).
Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to JP¥2,642. The fair value is estimated to be JP¥2,198, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%.
Buy Or Sell Opportunity • Jun 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to JP¥2,589. The fair value is estimated to be JP¥2,135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 13%.
お知らせ • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2025 Results on Jun 12, 2025JM Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Jun 12, 2025
分析記事 • Apr 14Is JM HoldingsLtd (TSE:3539) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Apr 11First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th July 2025 Payment date: 29th October 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 18% per year over the past 9 years and payments have been stable during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 15Second quarter 2025 earnings released: EPS: JP¥84.11 (vs JP¥68.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥84.11 (up from JP¥68.07 in 2Q 2024). Revenue: JP¥48.8b (up 7.0% from 2Q 2024). Net income: JP¥2.14b (up 18% from 2Q 2024). Profit margin: 4.4% (up from 4.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2025 Results on Mar 14, 2025JM Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Mar 14, 2025
分析記事 • Jan 24JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥22.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥22.00 per share on 10th of April. The...
Upcoming Dividend • Jan 23Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 30 January 2025. Payment date: 10 April 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 13First quarter 2025 earnings released: EPS: JP¥26.38 (vs JP¥35.38 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.38 (down from JP¥35.38 in 1Q 2024). Revenue: JP¥44.1b (up 6.4% from 1Q 2024). Net income: JP¥687.0m (down 27% from 1Q 2024). Profit margin: 1.6% (down from 2.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
分析記事 • Nov 28JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) will pay a dividend of ¥22.00 on the 10th of April. This takes the annual payment to...
お知らせ • Nov 27Japan Meat Co.,Ltd. Common Stock to Be Deleted from OTC EquityJapan Meat Co.,Ltd. Common Stock will be deleted from OTC Equity effective November 26, 2024, due to Inactive Security.
分析記事 • Nov 07JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥22.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥22.00 per share on the 10th of April...
Declared Dividend • Nov 07Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 30th January 2025 Payment date: 10th April 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 20% per year over the past 8 years and payments have been stable during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 30JM Holdings Co.,Ltd. to Report Q1, 2025 Results on Dec 12, 2024JM Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Dec 12, 2024
Reported Earnings • Sep 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥205 (up from JP¥166 in FY 2023). Revenue: JP¥172.3b (up 11% from FY 2023). Net income: JP¥5.47b (up 24% from FY 2023). Profit margin: 3.2% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.5%. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Sep 14JM Holdings Co.,Ltd. (TSE:3539) announces an Equity Buyback for 1,400,000 shares, representing 5.25% for ¥4,277 million.JM Holdings Co.,Ltd. (TSE:3539) announces a share repurchase program. Under the program, the company will repurchase up to 1,400,000 shares, representing 5.25% of its issued share capital (excluding treasury stock), for a total purchase price of ¥4,277 million. The shares will be repurchased at a price of ¥3,055 per share. The purpose of the program is to enhancing shareholder returns and improving capital efficiency, as well as implementing flexible capital policies that respond to changes in the business environment and increasing corporate value. The repurchased shares will be cancelled. As of July 31, 2024, the company has 26,678,941 issued shares (excluding treasury stock) and 559 treasury shares.
お知らせ • Sep 12+ 3 more updatesJM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024JM Holdings Co.,Ltd., Annual General Meeting, Oct 28, 2024.
お知らせ • Jul 27JM Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Sep 12, 2024JM Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Sep 12, 2024
Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%).
分析記事 • Jul 22JM HoldingsLtd (TSE:3539) Is Due To Pay A Dividend Of ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...
分析記事 • Jun 19JM HoldingsLtd (TSE:3539) Will Pay A Dividend Of ¥20.00The board of JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the...
Reported Earnings • Jun 15Third quarter 2024 earnings released: EPS: JP¥44.83 (vs JP¥37.97 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.83 (up from JP¥37.97 in 3Q 2023). Revenue: JP¥42.4b (up 9.1% from 3Q 2023). Net income: JP¥1.20b (up 18% from 3Q 2023). Profit margin: 2.8% (up from 2.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing 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 9% per year.
お知らせ • Apr 29JM Holdings Co.,Ltd. to Report Q3, 2024 Results on Jun 12, 2024JM Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Jun 12, 2024
分析記事 • Apr 25JM HoldingsLtd (TSE:3539) Has Affirmed Its Dividend Of ¥20.00JM Holdings Co.,Ltd. ( TSE:3539 ) has announced that it will pay a dividend of ¥20.00 per share on the 24th of October...
分析記事 • Mar 15JM HoldingsLtd's (TSE:3539) Dividend Will Be ¥20.00JM Holdings Co.,Ltd.'s ( TSE:3539 ) investors are due to receive a payment of ¥20.00 per share on 24th of October. This...
Declared Dividend • Mar 15First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 30th July 2024 Payment date: 24th October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (10% 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 19% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 2.2% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Second quarter 2024 earnings released: EPS: JP¥68.07 (vs JP¥53.04 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.07 (up from JP¥53.04 in 2Q 2023). Revenue: JP¥45.6b (up 17% from 2Q 2023). Net income: JP¥1.82b (up 28% from 2Q 2023). Profit margin: 4.0% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2024 Results on Mar 13, 2024JM Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Mar 13, 2024
Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 10 April 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.6%).
Reported Earnings • Dec 15First quarter 2024 earnings released: EPS: JP¥35.38 (vs JP¥24.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥35.38 (up from JP¥24.29 in 1Q 2023). Revenue: JP¥41.4b (up 17% from 1Q 2023). Net income: JP¥944.0m (up 46% from 1Q 2023). Profit margin: 2.3% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 02Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29JM Holdings Co.,Ltd. to Report Q1, 2024 Results on Dec 12, 2023JM Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Dec 12, 2023
Reported Earnings • Sep 17Full year 2023 earnings released: EPS: JP¥166 (vs JP¥160 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥160 in FY 2022). Revenue: JP¥154.8b (up 9.9% from FY 2022). Net income: JP¥4.42b (up 3.5% from FY 2022). Profit margin: 2.9% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Sep 12JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023JM Holdings Co.,Ltd., Annual General Meeting, Oct 23, 2023.
お知らせ • Jul 29JM Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Sep 12, 2023JM Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Sep 12, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥20.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.7%).
Reported Earnings • Jun 13Third quarter 2023 earnings released: EPS: JP¥37.97 (vs JP¥36.17 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.97 (up from JP¥36.17 in 3Q 2022). Revenue: JP¥38.9b (up 13% from 3Q 2022). Net income: JP¥1.01b (up 5.0% from 3Q 2022). Profit margin: 2.6% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jun 13+ 1 more updateJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 31, 2023. For the year, the company expects Net sales of JPY 150,000 million, Operating profit of JPY 7,200 million, Profit attributable to owners of parent of JPY 4,320 million and Basic earnings per share of JPY 161.92.
Reported Earnings • Mar 15Second quarter 2023 earnings released: EPS: JP¥53.04 (vs JP¥50.34 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.04 (up from JP¥50.34 in 2Q 2022). Revenue: JP¥39.1b (up 6.4% from 2Q 2022). Net income: JP¥1.42b (up 5.4% from 2Q 2022). Profit margin: 3.6% (down from 3.7% in 2Q 2022). The decrease in margin was driven by higher expenses. 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 3% per year.
お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2023 Results on Feb 14, 2023JM Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Feb 14, 2023
Upcoming Dividend • Jan 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 22% and the cash payout ratio is 86%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 14First quarter 2023 earnings released: EPS: JP¥24.29 (vs JP¥22.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥24.29 (up from JP¥22.53 in 1Q 2022). Revenue: JP¥35.3b (up 2.9% from 1Q 2022). Net income: JP¥648.0m (up 7.8% from 1Q 2022). Profit margin: 1.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Dec 13+ 2 more updatesJM Holdings Co.,Ltd. Provides Second Quarter Dividend Guidance for the Year Ending July 31, 2023JM Holdings Co.,Ltd. provided second quarter dividend guidance for the year ending July 31, 2023. For the period, the company expects second quarter dividend of JPY 20.00 per share compared to JPY 15.00 per share a year ago.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 14Full year 2022 earnings released: EPS: JP¥160 (vs JP¥159 in FY 2021)Full year 2022 results: EPS: JP¥160 (up from JP¥159 in FY 2021). Revenue: JP¥140.8b (up 8.5% from FY 2021). Net income: JP¥4.27b (flat on FY 2021). Profit margin: 3.0% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Sep 13+ 3 more updatesJM Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Year Ending July 2023JM Holdings Co.,Ltd. provided consolidated earnings guidance for the year ending July 2023. For the year, the company expects net sales of ¥150,000 million, operating profit of ¥7,200 million, profit attributable to owners of parent of ¥4,320 million or basic earnings per share of ¥161.92.
Upcoming Dividend • Jul 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
お知らせ • Jul 15JM Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Sep 12, 2022JM Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Sep 12, 2022
Reported Earnings • Jun 13Third quarter 2022 earnings released: EPS: JP¥36.17 (vs JP¥45.54 in 3Q 2021)Third quarter 2022 results: EPS: JP¥36.17 (down from JP¥45.54 in 3Q 2021). Revenue: JP¥34.6b (up 12% from 3Q 2021). Net income: JP¥965.0m (down 21% from 3Q 2021). Profit margin: 2.8% (down from 3.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 15Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥50.34 (down from JP¥52.67 in 2Q 2021). Revenue: JP¥36.8b (up 6.7% from 2Q 2021). Net income: JP¥1.34b (down 4.3% from 2Q 2021). Profit margin: 3.7% (down from 4.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2022 Results on Mar 14, 2022JM Holdings Co.,Ltd. announced that they will report Q2, 2022 results on Mar 14, 2022
Upcoming Dividend • Jan 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 January 2022. Payment date: 11 April 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 19First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥22.53 (down from JP¥28.21 in 1Q 2021). Revenue: JP¥34.3b (up 9.0% from 1Q 2021). Net income: JP¥601.0m (down 20% from 1Q 2021). Profit margin: 1.8% (down from 2.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 17Full year 2021 earnings released: EPS JP¥159 (vs JP¥137 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥129.8b (up 2.3% from FY 2020). Net income: JP¥4.25b (up 16% from FY 2020). Profit margin: 3.3% (up from 2.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 October 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.5%).
Reported Earnings • Jun 13Third quarter 2021 earnings released: EPS JP¥45.54 (vs JP¥41.41 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥31.0b (down 4.3% from 3Q 2020). Net income: JP¥1.21b (up 10.0% from 3Q 2020). Profit margin: 3.9% (up from 3.4% in 3Q 2020). 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 fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 16Second quarter 2021 earnings released: EPS JP¥52.67 (vs JP¥45.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥34.5b (up 7.2% from 2Q 2020). Net income: JP¥1.40b (up 16% from 2Q 2020). Profit margin: 4.1% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations.JM Holdings Co.,Ltd. (TSE:3539) agreed to acquire the remaining 92.3% stake in Den'en Toshi Mirai Nitta Co., Ltd. from Organization for Small & Medium Enterprises and Regional Innovation, JAPAN, Ota City, Gunma Prefecture, 48 individual shareholders and corporations on February 1, 2021. Pursuant to the terms, JM Holdings Co.,Ltd. will acquire 0.01203 million shares whereas, Organization for Small & Medium Enterprises and Regional Innovation, JAPAN will sell 29.6% stake, Ota City, Gunma Prefecture will sell 29.6% stake, 48 individual shareholders and corporations will sell 33.1% stake in Den'en Toshi Mirai Nitta Co., Ltd. Den'en Toshi Mirai Nitta Co., Ltd reported net assets of ¥941 million, total assets of ¥1.7 billion, sales of ¥431 million, operating income of ¥122 million and net profit of ¥84 million for the year ended March 31, 2020. The board of directors of JM Holdings Co.,Ltd. approved the transaction. The transaction is expected to complete on February 15, 2021.
お知らせ • Jan 28JM Holdings Co.,Ltd. to Report Q2, 2021 Results on Mar 15, 2021JM Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Mar 15, 2021
Is New 90 Day High Low • Jan 15New 90-day low: JP¥2,217The company is down 11% from its price of JP¥2,500 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 18New 90-day low: JP¥2,289The company is down 27% from its price of JP¥3,155 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period.
Reported Earnings • Dec 14First quarter 2021 earnings released: EPS JP¥28.21The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥31.5b (up 5.4% from 1Q 2020). Net income: JP¥752.0m (up 16% from 1Q 2020). Profit margin: 2.4% (up from 2.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Jul 26JM Holdings Co.,Ltd. to Report Fiscal Year 2020 Results on Sep 11, 2020JM Holdings Co.,Ltd. announced that they will report fiscal year 2020 results on Sep 11, 2020
