Aeon（8267）株式概要
イオン株式会社は、日本、中国、ASEAN諸国および国際的な小売業界で事業を展開している。 詳細
8267 Community Fair Values
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Analyst Price Targets
Aeon Co., Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥1,498.50 |
| 52週高値 | JP¥2,920.00 |
| 52週安値 | JP¥1,402.00 |
| ベータ | 0.23 |
| 1ヶ月の変化 | -10.96% |
| 3ヶ月変化 | -34.71% |
| 1年変化 | 4.69% |
| 3年間の変化 | 58.99% |
| 5年間の変化 | 55.66% |
| IPOからの変化 | 419.71% |
最新ニュース
ナラティブの更新 • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.分析記事 • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
ナラティブの更新 • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).Recent updates
ナラティブの更新 • May 01
8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside
Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.分析記事 • Apr 17
We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve
Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...ナラティブの更新 • Apr 16
8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans
Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).分析記事 • Apr 11
Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...
ナラティブの更新 • Apr 02
8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced
Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).ナラティブの更新 • Mar 19
8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside
The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.ナラティブの更新 • Mar 04
8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update
Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).ナラティブの更新 • Feb 18
8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook
Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).ナラティブの更新 • Feb 04
8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced
Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.ナラティブの更新 • Jan 21
8267: Tender Offer And Lower Future P/E Will Limit Upside
Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.ナラティブの更新 • Jan 07
8267: Tender Offer And High Future P/E Will Likely Limit Upside
Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.ナラティブの更新 • Dec 23
8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression
Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.ナラティブの更新 • Dec 09
8267: Elevated Future P E Multiple Will Likely Pressure Share Returns
Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.ナラティブの更新 • Nov 25
8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.ナラティブの更新 • Nov 08
8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters
Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.ナラティブの更新 • Oct 25
Aging Demographics And Digital Trends Will Shape Retail Profits Ahead
Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.ナラティブの更新 • Oct 11
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.ナラティブの更新 • Sep 27
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.ナラティブの更新 • Sep 12
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.ナラティブの更新 • Aug 28
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
新しいナラティブ • Jan 26
Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead
Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.株主還元
| 8267 | JP Consumer Retailing | JP 市場 | |
|---|---|---|---|
| 7D | 1.5% | 0.1% | -3.1% |
| 1Y | 4.7% | -5.0% | 38.2% |
業界別リターン: 8267過去 1 年間で-5 % 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: 8267は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。
価格変動
| 8267 volatility | |
|---|---|
| 8267 Average Weekly Movement | 5.2% |
| Consumer Retailing Industry Average Movement | 3.5% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
安定した株価: 8267 、 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: 8267の 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 1758 | 360,000 | Akio Yoshida | www.aeon.info |
イオン株式会社は、日本、中国、アセアン諸国および海外で小売業を営んでいる。総合スーパー、小型スーパー、コンビニエンスストア、ディスカウントストア、ドラッグストア、調剤薬局、カジュアルファッション、靴などの専門店の運営、ショッピングセンター、ホームセンターの開発・賃貸などを行っている。また、均一価格雑貨販売事業、モバイルマーケティング事業、デジタル事業、クレジットカード事業、フィービジネス事業、銀行事業、保険事業なども手掛けている。イオン株式会社は1758年に設立され、千葉県に本社を置く。
Aeon Co., Ltd. 基礎のまとめ
| 8267 基礎統計学 | |
|---|---|
| 時価総額 | JP¥4.20t |
| 収益（TTM） | JP¥72.68b |
| 売上高(TTM) | JP¥10.72t |
57.0x
PER（株価収益率0.4x
P/Sレシオ8267 は割高か？
公正価値と評価分析を参照収益と収入
| 8267 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥10.72t |
| 売上原価 | JP¥7.03t |
| 売上総利益 | JP¥3.68t |
| その他の費用 | JP¥3.61t |
| 収益 | JP¥72.68b |
直近の収益報告
Feb 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 26.27 |
| グロス・マージン | 34.38% |
| 純利益率 | 0.68% |
| 有利子負債／自己資本比率 | 180.0% |
8267 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
0.9%
現在の配当利回り51%
配当性向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 | 2026/05/21 13:57 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2026/02/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Aeon Co., Ltd. 8 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。18
| アナリスト | 機関 |
|---|---|
| Ryota Himeno | Barclays |
| Hidehiko Aoki | BofA Global Research |
| Masataka Kunito | Citigroup Inc |