Jp-HoldingsInc（2749）株式概要Jp-Holdings,Inc.は日本で子育て支援サービスを提供している。 詳細2749 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より67.1%で取引されている 過去5年間の収益は年間25.8%増加しました。 リスク分析不安定な配当実績 すべてのリスクチェックを見る2749 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥593.002.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture057b2016201920222025202620282031Revenue JP¥57.4bEarnings JP¥5.7bAdvancedSet Fair ValueView all narrativesJp-Holdings,Inc. 競合他社InforichSymbol: TSE:9338Market cap: JP¥45.4bPIASymbol: TSE:4337Market cap: JP¥39.7bIBJSymbol: TSE:6071Market cap: JP¥30.0bTSUKADA GLOBAL HOLDINGSSymbol: TSE:2418Market cap: JP¥27.1b価格と性能株価の高値、安値、推移の概要Jp-HoldingsInc過去の株価現在の株価JP¥590.0052週高値JP¥797.0052週安値JP¥522.00ベータ0.331ヶ月の変化-12.20%3ヶ月変化-19.07%1年変化8.06%3年間の変化74.04%5年間の変化107.02%IPOからの変化326.30%最新ニュース分析記事 • May 21We Think Jp-HoldingsInc's (TSE:2749) Healthy Earnings Might Be ConservativeJp-Holdings,Inc.'s ( TSE:2749 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • May 15Full year 2026 earnings released: EPS: JP¥50.06 (vs JP¥45.90 in FY 2025)Full year 2026 results: EPS: JP¥50.06 (up from JP¥45.90 in FY 2025). Revenue: JP¥43.3b (up 5.3% from FY 2025). Net income: JP¥4.28b (up 9.3% from FY 2025). Profit margin: 9.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026.お知らせ • Apr 14Jp-Holdings,Inc. to Report Fiscal Year 2026 Results on May 13, 2026Jp-Holdings,Inc. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Feb 12Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥12.50Jp-Holdings,Inc.'s ( TSE:2749 ) dividend will be increasing from last year's payment of the same period to ¥12.50 on...最新情報をもっと見るRecent updates分析記事 • May 21We Think Jp-HoldingsInc's (TSE:2749) Healthy Earnings Might Be ConservativeJp-Holdings,Inc.'s ( TSE:2749 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • May 15Full year 2026 earnings released: EPS: JP¥50.06 (vs JP¥45.90 in FY 2025)Full year 2026 results: EPS: JP¥50.06 (up from JP¥45.90 in FY 2025). Revenue: JP¥43.3b (up 5.3% from FY 2025). Net income: JP¥4.28b (up 9.3% from FY 2025). Profit margin: 9.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026.お知らせ • Apr 14Jp-Holdings,Inc. to Report Fiscal Year 2026 Results on May 13, 2026Jp-Holdings,Inc. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Feb 12Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥12.50Jp-Holdings,Inc.'s ( TSE:2749 ) dividend will be increasing from last year's payment of the same period to ¥12.50 on...Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥15.36 (vs JP¥11.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.36 (up from JP¥11.59 in 3Q 2025). Revenue: JP¥10.4b (down 4.7% from 3Q 2025). Net income: JP¥1.31b (up 33% from 3Q 2025). Profit margin: 13% (up from 9.0% in 3Q 2025). 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 increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 18Jp-Holdings,Inc. to Report Q3, 2026 Results on Feb 10, 2026Jp-Holdings,Inc. announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Nov 19We Think Jp-HoldingsInc's (TSE:2749) Healthy Earnings Might Be ConservativeThe market seemed underwhelmed by last week's earnings announcement from Jp-Holdings,Inc. ( TSE:2749 ) despite the...Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥9.90 (vs JP¥10.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.90 (down from JP¥10.28 in 2Q 2025). Revenue: JP¥10.4b (up 7.8% from 2Q 2025). Net income: JP¥846.8m (down 3.6% from 2Q 2025). Profit margin: 8.1% (down from 9.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Nov 14Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 18Jp-Holdings,Inc. to Report Q2, 2026 Results on Nov 12, 2025Jp-Holdings,Inc. announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥10.83 (vs JP¥12.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.83 (down from JP¥12.44 in 1Q 2025). Revenue: JP¥10.4b (up 7.9% from 1Q 2025). Net income: JP¥926.2m (down 13% from 1Q 2025). Profit margin: 8.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 26Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥533. The fair value is estimated to be JP¥444, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.Buy Or Sell Opportunity • Jul 09Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥539. The fair value is estimated to be JP¥447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.Major Estimate Revision • Jul 03Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥49.40 to JP¥44.40. Revenue forecast unchanged from JP¥42.0b at last update. Net income forecast to shrink 3.1% next year vs 17% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥890 to JP¥840. Share price was steady at JP¥543 over the past week.お知らせ • Jun 18Jp-Holdings,Inc. to Report Q1, 2026 Results on Aug 13, 2025Jp-Holdings,Inc. announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥45.90 (up from JP¥34.38 in FY 2024). Revenue: JP¥41.1b (up 8.7% from FY 2024). Net income: JP¥3.92b (up 34% from FY 2024). Profit margin: 9.5% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 24, 2025Jp-Holdings,Inc., Annual General Meeting, Jun 24, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).分析記事 • Mar 21Jp-HoldingsInc's (TSE:2749) Shareholders Will Receive A Bigger Dividend Than Last YearJp-Holdings,Inc. ( TSE:2749 ) will increase its dividend from last year's comparable payment on the 26th of June to...お知らせ • Mar 18Jp-Holdings,Inc. to Report Fiscal Year 2025 Results on May 13, 2025Jp-Holdings,Inc. announced that they will report fiscal year 2025 results on May 13, 2025分析記事 • Mar 17What Jp-Holdings,Inc.'s (TSE:2749) 28% Share Price Gain Is Not Telling YouJp-Holdings,Inc. ( TSE:2749 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Mar 06Jp-HoldingsInc (TSE:2749) Is Paying Out A Larger Dividend Than Last YearThe board of Jp-Holdings,Inc. ( TSE:2749 ) has announced that it will be paying its dividend of ¥12.00 on the 26th of...お知らせ • Mar 06+ 1 more updateJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal years ending March 31, 2025. For the year, the company expects revised net sales of JPY 40,940 million, operating profit of JPY 5,700 million, net income attributable to owners of parent of JPY 3,912 million and net income per share of JPY 45.81 compared to previously expected net sales of JPY 38,528 million, operating profit of JPY 4,751 million, net income attributable to owners of parent of JPY 3,106 million and net income per share of JPY 36.39. Reasons for the Revision: In the "Third Quarter Financial Results (Consolidated) for the Fiscal Year Ending March 31, 2025," announced on February 12, 2025, the company maintained the full-year earnings forecast for the fiscal year ending March 31, 2025, as it was taking time to scrutinize subsidies due to the government's significant improvement in the treatment of childcare workers. However, as this scrutiny has been completed, the company have made an upward revision based on the performance of the consolidated cumulative third quarter for the fiscal year ending March 31, 2025.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥621, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 198% over the past three years.New Risk • Feb 25New 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: 1.8% 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.Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥12.92 (vs JP¥11.13 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.92 (up from JP¥11.13 in 3Q 2024). Revenue: JP¥9.80b (up 6.2% from 3Q 2024). Net income: JP¥1.10b (up 16% from 3Q 2024). Profit margin: 11% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services 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 increased by 34% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 07If EPS Growth Is Important To You, Jp-HoldingsInc (TSE:2749) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Major Estimate Revision • Dec 25Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥39.0b to JP¥40.0b. EPS estimate increased from JP¥36.60 to JP¥43.70 per share. Net income forecast to grow 11% next year vs 20% growth forecast for Consumer Services industry in Japan. Consensus price target up from JP¥650 to JP¥890. Share price rose 3.2% to JP¥670 over the past week.分析記事 • Dec 16Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥9.50Jp-Holdings,Inc. ( TSE:2749 ) will increase its dividend from last year's comparable payment on the 26th of June to...お知らせ • Dec 10Jp-Holdings,Inc. to Report Q3, 2025 Results on Feb 12, 2025Jp-Holdings,Inc. announced that they will report Q3, 2025 results on Feb 12, 2025分析記事 • Dec 02Jp-HoldingsInc (TSE:2749) Is Paying Out A Larger Dividend Than Last YearThe board of Jp-Holdings,Inc. ( TSE:2749 ) has announced that it will be paying its dividend of ¥9.50 on the 26th of...分析記事 • Nov 17Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥9.50Jp-Holdings,Inc. ( TSE:2749 ) will increase its dividend from last year's comparable payment on the 26th of June to...Declared Dividend • Nov 15Dividend of JP¥9.50 announcedShareholders will receive a dividend of JP¥9.50. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% 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. This is currently the only risk that has been identified for the company.分析記事 • Oct 09Jp-HoldingsInc (TSE:2749) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 07Jp-Holdings,Inc. to Report Q2, 2025 Results on Nov 13, 2024Jp-Holdings,Inc. announced that they will report Q2, 2025 results on Nov 13, 2024分析記事 • Sep 01Jp-Holdings,Inc. (TSE:2749) Stock Rockets 30% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Jp-Holdings,Inc. ( TSE:2749 ) shares have been powering on, with a gain of 30% in the...Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥12.44 (vs JP¥6.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.44 (up from JP¥6.72 in 1Q 2024). Revenue: JP¥9.60b (up 7.2% from 1Q 2024). Net income: JP¥1.06b (up 86% from 1Q 2024). Profit margin: 11% (up from 6.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 36% per year.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥628, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 153% over the past three years.分析記事 • Aug 06With EPS Growth And More, Jp-HoldingsInc (TSE:2749) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jun 15Jp-Holdings,Inc. to Report Q1, 2025 Results on Aug 13, 2024Jp-Holdings,Inc. announced that they will report Q1, 2025 results on Aug 13, 2024分析記事 • Jun 10Earnings Tell The Story For Jp-Holdings,Inc. (TSE:2749) As Its Stock Soars 27%Jp-Holdings,Inc. ( TSE:2749 ) shareholders would be excited to see that the share price has had a great month, posting...お知らせ • Jun 08+ 2 more updatesJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Years Ending March 31, 2025 and March 31, 2026Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal years ending March 31, 2025 and March 31, 2026. For the year ending March 31, 2025, the company expects revised net sales of JPY 38,528 million, operating income of JPY 4,751 million, net income attributable to owners of parent of JPY 3,106 million and net income per share of JPY 36.39 compared to previously expected net sales of JPY 37,220 million, operating income of JPY 4,100 million.For the year ending March 31, 2026, the company expects revised net sales of JPY 39,163 million, operating income of JPY 4,837 million compared to previously expected net sales of JPY 38,340 million, operating income of JPY 4,330 million.New Risk • Jun 04New 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: 1.9% 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. 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 (6.3% average weekly change).分析記事 • May 21We Think Jp-HoldingsInc's (TSE:2749) Robust Earnings Are ConservativeJp-Holdings,Inc.'s ( TSE:2749 ) strong earnings report was rewarded with a positive stock price move. Our analysis...Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥34.38 (up from JP¥31.18 in FY 2023). Revenue: JP¥37.9b (up 6.6% from FY 2023). Net income: JP¥2.93b (up 8.6% from FY 2023). Profit margin: 7.7% (up from 7.6% 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 5.5%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Services 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 only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Jp-Holdings,Inc., Annual General Meeting, Jun 25, 2024Jp-Holdings,Inc., Annual General Meeting, Jun 25, 2024.New Risk • Mar 26New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).分析記事 • Mar 12Jp-HoldingsInc (TSE:2749) Is Paying Out A Larger Dividend Than Last YearJp-Holdings,Inc. ( TSE:2749 ) will increase its dividend on the 28th of June to ¥8.00, which is 33% higher than last...お知らせ • Mar 07+ 1 more updateJP-Holdings,Inc. Revises Year-End Dividend Guidance for the Year Ending March 31, 2024JP-Holdings,Inc. revised year-end dividend guidance for the year ending March 31, 2024. The company expects to pay year-end dividend of JPY 8.00 per share for the year ending March 31, 2024 compared to JPY 5.00 per share paid a year ago.お知らせ • Mar 02Jp-Holdings,Inc. to Report Fiscal Year 2024 Results on May 13, 2024Jp-Holdings,Inc. announced that they will report fiscal year 2024 results on May 13, 2024分析記事 • Feb 27Jp-HoldingsInc (TSE:2749) Is Increasing Its Dividend To ¥8.00The board of Jp-Holdings,Inc. ( TSE:2749 ) has announced that it will be increasing its dividend by 33% on the 28th of...Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥11.13 (vs JP¥7.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.13 (up from JP¥7.53 in 3Q 2023). Revenue: JP¥9.22b (up 4.3% from 3Q 2023). Net income: JP¥948.0m (up 47% from 3Q 2023). Profit margin: 10% (up from 7.3% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 13Jp-Holdings,Inc. to Report Q3, 2024 Results on Feb 13, 2024Jp-Holdings,Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥8.30 (vs JP¥7.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.30 (up from JP¥7.37 in 2Q 2023). Revenue: JP¥9.10b (up 5.7% from 2Q 2023). Net income: JP¥707.0m (up 9.6% from 2Q 2023). Profit margin: 7.8% (up from 7.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 07Jp-Holdings,Inc. to Report Q2, 2024 Results on Nov 13, 2023Jp-Holdings,Inc. announced that they will report Q2, 2024 results on Nov 13, 2023New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. 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 (6.2% average weekly change).Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥6.72 (vs JP¥5.55 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.72 (up from JP¥5.55 in 1Q 2023). Revenue: JP¥8.96b (up 4.2% from 1Q 2023). Net income: JP¥572.0m (up 18% from 1Q 2023). Profit margin: 6.4% (up from 5.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Consumer Services 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 only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 22+ 1 more updateJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales of JPY 35,640 million, Operating income of JPY 3,633 million and net income attributable to owners of parent of JPY 2,566 million or JPY 29.64 per share against previous guidance of net sales of JPY 35,640 million, Operating income of JPY 3,560 million and net income attributable to owners of parent of JPY 2,325 million or JPY 26.58 per share.お知らせ • Jun 26Jp-Holdings,Inc. to Report Q1, 2024 Results on Aug 10, 2023Jp-Holdings,Inc. announced that they will report Q1, 2024 results on Aug 10, 2023New Risk • Jun 13New 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 5.7% 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. This is currently the only risk that has been identified for the company.お知らせ • Jun 10+ 2 more updatesJp-Holdings,Inc. Announces Ordinary Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 28, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 2024Jp-Holdings,Inc. announced ordinary dividend of JPY 5.00 per share for the fiscal year ended March 31, 2023 compared to JPY 4.5 per share a year ago. The dividend is payable on June 28, 2023.The company provided dividend guidance for the fiscal year ending March 2024. For the period, the company expects dividend to be JPY 6.00 per share.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥372, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total returns to shareholders of 39% over the past three years.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥31.18 (vs JP¥26.06 in FY 2022)Full year 2023 results: EPS: JP¥31.18 (up from JP¥26.06 in FY 2022). Revenue: JP¥35.5b (up 3.3% from FY 2022). Net income: JP¥2.70b (up 18% from FY 2022). Profit margin: 7.6% (up from 6.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 27, 2023Jp-Holdings,Inc., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥7.53 (vs JP¥7.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.53 (down from JP¥7.97 in 3Q 2022). Revenue: JP¥8.84b (up 3.2% from 3Q 2022). Net income: JP¥647.0m (down 7.2% from 3Q 2022). Profit margin: 7.3% (down from 8.1% 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 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 10Jp-Holdings,Inc. to Report Q3, 2023 Results on Feb 10, 2023Jp-Holdings,Inc. announced that they will report Q3, 2023 results on Feb 10, 2023お知らせ • Nov 29+ 2 more updatesJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales of JPY 35,640 million, Operating income of JPY 3,633 million and net income attributable to owners of parent of JPY 2,566 million or JPY 29.64 per share against previous guidance of net sales of JPY 35,640 million, Operating income of JPY 3,560 million and net income attributable to owners of parent of JPY 2,325 million or JPY 26.58 per share.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥7.37 (vs JP¥6.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.37 (up from JP¥6.89 in 2Q 2022). Revenue: JP¥8.61b (up 2.0% from 2Q 2022). Net income: JP¥645.0m (up 7.0% from 2Q 2022). Profit margin: 7.5% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥7.37 (vs JP¥6.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.37 (up from JP¥6.89 in 2Q 2022). Revenue: JP¥8.61b (up 2.0% from 2Q 2022). Net income: JP¥645.0m (up 7.0% from 2Q 2022). Profit margin: 7.5% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% 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 • Oct 07Jp-Holdings,Inc. (TSE:2749) announces an Equity Buyback for 2,635,500 shares, representing 3.01% for ¥711.59 million.Jp-Holdings,Inc. (TSE:2749) announces a share repurchase program. Under the program, the company will repurchase 2,635,500 shares, representing 3.01% of its issued share capital, for ¥ 711.59 million. The purpose of the program is to improve shareholder returns and implement a flexible capital policy by enhancing capital efficiency. The plan will be valid till January 31, 2023. As of September 30, 2022, the company had 87,482,968 shares issued and 366,432 shares in treasury.お知らせ • Aug 31+ 2 more updatesJp-Holdings,Inc. Proposes Commemorative Dividend for the Year Ending March 31, 2023Jp-Holdings,Inc. proposed commemorative dividend of JPY 1.00 per share for the year ending March 31, 2023. Breakdown of year-end dividend for the fiscal year ending March 2023: Ordinary dividend: JPY 5.00, Commemorative dividend: JPY 1.00.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥5.55 (vs JP¥1.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.55 (up from JP¥1.20 in 1Q 2022). Revenue: JP¥8.60b (up 2.7% from 1Q 2022). Net income: JP¥485.0m (up 362% from 1Q 2022). Profit margin: 5.6% (up from 1.3% in 1Q 2022). The increase in margin was primarily 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 remained flat, which means it is significantly lagging earnings.お知らせ • Jul 01Jp-Holdings,Inc. to Report Q1, 2023 Results on Aug 10, 2022Jp-Holdings,Inc. announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • Jun 08+ 4 more updatesJp-Holdings,Inc. Provides Commemorative Dividend Forecast for the Year End of Fiscal Year Ended March 2023Jp-Holdings,Inc. provided commemorative dividend forecast for the year end of fiscal year ended March 2023. For the year-end, company expects Commemorative dividend to be JPY 1.00 per share.Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥26.06 (vs JP¥6.14 in FY 2021)Full year 2022 results: EPS: JP¥26.06 (up from JP¥6.14 in FY 2021). Revenue: JP¥34.4b (up 4.4% from FY 2021). Net income: JP¥2.28b (up 324% from FY 2021). Profit margin: 6.6% (up from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.お知らせ • May 14Jp-Holdings,Inc., Annual General Meeting, Jun 28, 2022Jp-Holdings,Inc., Annual General Meeting, Jun 28, 2022.Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.2%).Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥7.97 (up from JP¥6.77 in 3Q 2021). Revenue: JP¥8.57b (up 3.6% from 3Q 2021). Net income: JP¥697.0m (up 18% from 3Q 2021). Profit margin: 8.1% (up from 7.2% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Dec 05Jp-Holdings,Inc. Announces Launch the Childcare Product Matching ServiceJp-Holdings,Inc. announced that at the board of directors meeting held on November 22, 2021, the company resolved to launch the "Childcare Product Matching Service" as the first service offered on its membership platform. The business of childcare support is rapidly changing in the environment surrounding childcare due to changes in work styles and lifestyles caused by the spread of COVID-19. In addition, the role of childcare in society is expected to become increasingly important as the government has been actively discussing the establishment of a "Children's Agency", making proposals to increase government spending on childcare policies and promoting measures to create an environment conducive to child-raising. In this environment, the Group is striving to further improve the quality of its childcare support services and expand its business to create facilities that would be selected by customers. In order to further improve the quality of its childcare support services and expand its business, they are actively promoting the expansion of its early learning programs, developing and introducing new content, introduction of online learning programs (English, gymnastics, eurhythmics and dance) and online facility tours, developing online international exchange programs with overseas child care facilities. The Group is actively promoting these initiatives ahead of other companies in the field.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥6.89 (vs JP¥4.28 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥8.44b (up 4.0% from 2Q 2021). Net income: JP¥603.0m (up 61% from 2Q 2021). Profit margin: 7.1% (up from 4.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.株主還元2749JP Consumer ServicesJP 市場7D0.2%-0.09%-3.7%1Y8.1%6.1%37.9%株主還元を見る業界別リターン: 2749過去 1 年間で6.1 % の収益を上げたJP Consumer Services業界を上回りました。リターン対市場: 2749は、過去 1 年間で37.9 % のリターンを上げたJP市場を下回りました。価格変動Is 2749's price volatile compared to industry and market?2749 volatility2749 Average Weekly Movement3.5%Consumer Services Industry Average Movement3.8%Market Average Movement4.6%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 2749 、 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: 2749の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19934,157Tohru Sakaiwww.jp-holdings.co.jp株式会社Jpホールディングスは、日本で子育て支援サービスを提供している。保育所、放課後クラブ、児童館などの子育て支援施設や公民館の運営、英語、体操、リトミック、ダンス、幼児教育などのプログラムの開発・提供などを行っている。また、子育て支援施設における給食の提供及び給食に関する助言業務、保育・児童発達に関する研修・研究、玩具棚・絵本棚等の保育関連商品の企画・販売も行っている。また、子育て支援プラットフォーム「コドメル」の運営、給食の受託、企業や自治体への児童育成研修の受託、不動産管理なども行っている。さらに、食育活動にも取り組んでいる。株式会社Jpホールディングスは1993年に設立され、東京に本社を置く。もっと見るJp-Holdings,Inc. 基礎のまとめJp-HoldingsInc の収益と売上を時価総額と比較するとどうか。2749 基礎統計学時価総額JP¥50.70b収益（TTM）JP¥4.28b売上高(TTM)JP¥43.33b11.8xPER（株価収益率1.2xP/Sレシオ2749 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2749 損益計算書（TTM）収益JP¥43.33b売上原価JP¥33.77b売上総利益JP¥9.56bその他の費用JP¥5.27b収益JP¥4.28b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）50.02グロス・マージン22.06%純利益率9.89%有利子負債／自己資本比率23.1%2749 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り25%配当性向2749 配当は確実ですか？2749 配当履歴とベンチマークを見る2749 、いつまでに購入すれば配当金を受け取れますか？Jp-HoldingsInc 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数74 days配当支払日までの日数17 days2749 配当は確実ですか？2749 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2026/06/11 12:21終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Jp-Holdings,Inc. 0 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。4 アナリスト機関Michael NewmanMacquarie ResearchAkira MinagawaMarusan Securities Co. Ltd.Masaki MotomuraNomura Securities Co. Ltd.1 その他のアナリストを表示
分析記事 • May 21We Think Jp-HoldingsInc's (TSE:2749) Healthy Earnings Might Be ConservativeJp-Holdings,Inc.'s ( TSE:2749 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • May 15Full year 2026 earnings released: EPS: JP¥50.06 (vs JP¥45.90 in FY 2025)Full year 2026 results: EPS: JP¥50.06 (up from JP¥45.90 in FY 2025). Revenue: JP¥43.3b (up 5.3% from FY 2025). Net income: JP¥4.28b (up 9.3% from FY 2025). Profit margin: 9.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 14Jp-Holdings,Inc. to Report Fiscal Year 2026 Results on May 13, 2026Jp-Holdings,Inc. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Feb 12Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥12.50Jp-Holdings,Inc.'s ( TSE:2749 ) dividend will be increasing from last year's payment of the same period to ¥12.50 on...
分析記事 • May 21We Think Jp-HoldingsInc's (TSE:2749) Healthy Earnings Might Be ConservativeJp-Holdings,Inc.'s ( TSE:2749 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • May 15Full year 2026 earnings released: EPS: JP¥50.06 (vs JP¥45.90 in FY 2025)Full year 2026 results: EPS: JP¥50.06 (up from JP¥45.90 in FY 2025). Revenue: JP¥43.3b (up 5.3% from FY 2025). Net income: JP¥4.28b (up 9.3% from FY 2025). Profit margin: 9.9% (in line with FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026Jp-Holdings,Inc., Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 14Jp-Holdings,Inc. to Report Fiscal Year 2026 Results on May 13, 2026Jp-Holdings,Inc. announced that they will report fiscal year 2026 results at 12:00 PM, Tokyo Standard Time on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Feb 12Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥12.50Jp-Holdings,Inc.'s ( TSE:2749 ) dividend will be increasing from last year's payment of the same period to ¥12.50 on...
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥15.36 (vs JP¥11.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥15.36 (up from JP¥11.59 in 3Q 2025). Revenue: JP¥10.4b (down 4.7% from 3Q 2025). Net income: JP¥1.31b (up 33% from 3Q 2025). Profit margin: 13% (up from 9.0% in 3Q 2025). 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 increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 18Jp-Holdings,Inc. to Report Q3, 2026 Results on Feb 10, 2026Jp-Holdings,Inc. announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Nov 19We Think Jp-HoldingsInc's (TSE:2749) Healthy Earnings Might Be ConservativeThe market seemed underwhelmed by last week's earnings announcement from Jp-Holdings,Inc. ( TSE:2749 ) despite the...
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥9.90 (vs JP¥10.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥9.90 (down from JP¥10.28 in 2Q 2025). Revenue: JP¥10.4b (up 7.8% from 2Q 2025). Net income: JP¥846.8m (down 3.6% from 2Q 2025). Profit margin: 8.1% (down from 9.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Nov 14Dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 18Jp-Holdings,Inc. to Report Q2, 2026 Results on Nov 12, 2025Jp-Holdings,Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥10.83 (vs JP¥12.44 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.83 (down from JP¥12.44 in 1Q 2025). Revenue: JP¥10.4b (up 7.9% from 1Q 2025). Net income: JP¥926.2m (down 13% from 1Q 2025). Profit margin: 8.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 26Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥533. The fair value is estimated to be JP¥444, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.
Buy Or Sell Opportunity • Jul 09Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to JP¥539. The fair value is estimated to be JP¥447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.3% per annum over the same time period.
Major Estimate Revision • Jul 03Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥49.40 to JP¥44.40. Revenue forecast unchanged from JP¥42.0b at last update. Net income forecast to shrink 3.1% next year vs 17% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥890 to JP¥840. Share price was steady at JP¥543 over the past week.
お知らせ • Jun 18Jp-Holdings,Inc. to Report Q1, 2026 Results on Aug 13, 2025Jp-Holdings,Inc. announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥45.90 (up from JP¥34.38 in FY 2024). Revenue: JP¥41.1b (up 8.7% from FY 2024). Net income: JP¥3.92b (up 34% from FY 2024). Profit margin: 9.5% (up from 7.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 24, 2025Jp-Holdings,Inc., Annual General Meeting, Jun 24, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
分析記事 • Mar 21Jp-HoldingsInc's (TSE:2749) Shareholders Will Receive A Bigger Dividend Than Last YearJp-Holdings,Inc. ( TSE:2749 ) will increase its dividend from last year's comparable payment on the 26th of June to...
お知らせ • Mar 18Jp-Holdings,Inc. to Report Fiscal Year 2025 Results on May 13, 2025Jp-Holdings,Inc. announced that they will report fiscal year 2025 results on May 13, 2025
分析記事 • Mar 17What Jp-Holdings,Inc.'s (TSE:2749) 28% Share Price Gain Is Not Telling YouJp-Holdings,Inc. ( TSE:2749 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Mar 06Jp-HoldingsInc (TSE:2749) Is Paying Out A Larger Dividend Than Last YearThe board of Jp-Holdings,Inc. ( TSE:2749 ) has announced that it will be paying its dividend of ¥12.00 on the 26th of...
お知らせ • Mar 06+ 1 more updateJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal years ending March 31, 2025. For the year, the company expects revised net sales of JPY 40,940 million, operating profit of JPY 5,700 million, net income attributable to owners of parent of JPY 3,912 million and net income per share of JPY 45.81 compared to previously expected net sales of JPY 38,528 million, operating profit of JPY 4,751 million, net income attributable to owners of parent of JPY 3,106 million and net income per share of JPY 36.39. Reasons for the Revision: In the "Third Quarter Financial Results (Consolidated) for the Fiscal Year Ending March 31, 2025," announced on February 12, 2025, the company maintained the full-year earnings forecast for the fiscal year ending March 31, 2025, as it was taking time to scrutinize subsidies due to the government's significant improvement in the treatment of childcare workers. However, as this scrutiny has been completed, the company have made an upward revision based on the performance of the consolidated cumulative third quarter for the fiscal year ending March 31, 2025.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥621, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total returns to shareholders of 198% over the past three years.
New Risk • Feb 25New 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: 1.8% 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.
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥12.92 (vs JP¥11.13 in 3Q 2024)Third quarter 2025 results: EPS: JP¥12.92 (up from JP¥11.13 in 3Q 2024). Revenue: JP¥9.80b (up 6.2% from 3Q 2024). Net income: JP¥1.10b (up 16% from 3Q 2024). Profit margin: 11% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services 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 increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 07If EPS Growth Is Important To You, Jp-HoldingsInc (TSE:2749) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Major Estimate Revision • Dec 25Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥39.0b to JP¥40.0b. EPS estimate increased from JP¥36.60 to JP¥43.70 per share. Net income forecast to grow 11% next year vs 20% growth forecast for Consumer Services industry in Japan. Consensus price target up from JP¥650 to JP¥890. Share price rose 3.2% to JP¥670 over the past week.
分析記事 • Dec 16Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥9.50Jp-Holdings,Inc. ( TSE:2749 ) will increase its dividend from last year's comparable payment on the 26th of June to...
お知らせ • Dec 10Jp-Holdings,Inc. to Report Q3, 2025 Results on Feb 12, 2025Jp-Holdings,Inc. announced that they will report Q3, 2025 results on Feb 12, 2025
分析記事 • Dec 02Jp-HoldingsInc (TSE:2749) Is Paying Out A Larger Dividend Than Last YearThe board of Jp-Holdings,Inc. ( TSE:2749 ) has announced that it will be paying its dividend of ¥9.50 on the 26th of...
分析記事 • Nov 17Jp-HoldingsInc (TSE:2749) Has Announced That It Will Be Increasing Its Dividend To ¥9.50Jp-Holdings,Inc. ( TSE:2749 ) will increase its dividend from last year's comparable payment on the 26th of June to...
Declared Dividend • Nov 15Dividend of JP¥9.50 announcedShareholders will receive a dividend of JP¥9.50. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% 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. This is currently the only risk that has been identified for the company.
分析記事 • Oct 09Jp-HoldingsInc (TSE:2749) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 07Jp-Holdings,Inc. to Report Q2, 2025 Results on Nov 13, 2024Jp-Holdings,Inc. announced that they will report Q2, 2025 results on Nov 13, 2024
分析記事 • Sep 01Jp-Holdings,Inc. (TSE:2749) Stock Rockets 30% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Jp-Holdings,Inc. ( TSE:2749 ) shares have been powering on, with a gain of 30% in the...
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥12.44 (vs JP¥6.72 in 1Q 2024)First quarter 2025 results: EPS: JP¥12.44 (up from JP¥6.72 in 1Q 2024). Revenue: JP¥9.60b (up 7.2% from 1Q 2024). Net income: JP¥1.06b (up 86% from 1Q 2024). Profit margin: 11% (up from 6.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 36% per year.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥628, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total returns to shareholders of 153% over the past three years.
分析記事 • Aug 06With EPS Growth And More, Jp-HoldingsInc (TSE:2749) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jun 15Jp-Holdings,Inc. to Report Q1, 2025 Results on Aug 13, 2024Jp-Holdings,Inc. announced that they will report Q1, 2025 results on Aug 13, 2024
分析記事 • Jun 10Earnings Tell The Story For Jp-Holdings,Inc. (TSE:2749) As Its Stock Soars 27%Jp-Holdings,Inc. ( TSE:2749 ) shareholders would be excited to see that the share price has had a great month, posting...
お知らせ • Jun 08+ 2 more updatesJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Years Ending March 31, 2025 and March 31, 2026Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal years ending March 31, 2025 and March 31, 2026. For the year ending March 31, 2025, the company expects revised net sales of JPY 38,528 million, operating income of JPY 4,751 million, net income attributable to owners of parent of JPY 3,106 million and net income per share of JPY 36.39 compared to previously expected net sales of JPY 37,220 million, operating income of JPY 4,100 million.For the year ending March 31, 2026, the company expects revised net sales of JPY 39,163 million, operating income of JPY 4,837 million compared to previously expected net sales of JPY 38,340 million, operating income of JPY 4,330 million.
New Risk • Jun 04New 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: 1.9% 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. 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 (6.3% average weekly change).
分析記事 • May 21We Think Jp-HoldingsInc's (TSE:2749) Robust Earnings Are ConservativeJp-Holdings,Inc.'s ( TSE:2749 ) strong earnings report was rewarded with a positive stock price move. Our analysis...
Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥34.38 (up from JP¥31.18 in FY 2023). Revenue: JP¥37.9b (up 6.6% from FY 2023). Net income: JP¥2.93b (up 8.6% from FY 2023). Profit margin: 7.7% (up from 7.6% 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 5.5%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Consumer Services 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 only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Jp-Holdings,Inc., Annual General Meeting, Jun 25, 2024Jp-Holdings,Inc., Annual General Meeting, Jun 25, 2024.
New Risk • Mar 26New 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
分析記事 • Mar 12Jp-HoldingsInc (TSE:2749) Is Paying Out A Larger Dividend Than Last YearJp-Holdings,Inc. ( TSE:2749 ) will increase its dividend on the 28th of June to ¥8.00, which is 33% higher than last...
お知らせ • Mar 07+ 1 more updateJP-Holdings,Inc. Revises Year-End Dividend Guidance for the Year Ending March 31, 2024JP-Holdings,Inc. revised year-end dividend guidance for the year ending March 31, 2024. The company expects to pay year-end dividend of JPY 8.00 per share for the year ending March 31, 2024 compared to JPY 5.00 per share paid a year ago.
お知らせ • Mar 02Jp-Holdings,Inc. to Report Fiscal Year 2024 Results on May 13, 2024Jp-Holdings,Inc. announced that they will report fiscal year 2024 results on May 13, 2024
分析記事 • Feb 27Jp-HoldingsInc (TSE:2749) Is Increasing Its Dividend To ¥8.00The board of Jp-Holdings,Inc. ( TSE:2749 ) has announced that it will be increasing its dividend by 33% on the 28th of...
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: JP¥11.13 (vs JP¥7.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.13 (up from JP¥7.53 in 3Q 2023). Revenue: JP¥9.22b (up 4.3% from 3Q 2023). Net income: JP¥948.0m (up 47% from 3Q 2023). Profit margin: 10% (up from 7.3% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 13Jp-Holdings,Inc. to Report Q3, 2024 Results on Feb 13, 2024Jp-Holdings,Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥8.30 (vs JP¥7.37 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.30 (up from JP¥7.37 in 2Q 2023). Revenue: JP¥9.10b (up 5.7% from 2Q 2023). Net income: JP¥707.0m (up 9.6% from 2Q 2023). Profit margin: 7.8% (up from 7.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 07Jp-Holdings,Inc. to Report Q2, 2024 Results on Nov 13, 2023Jp-Holdings,Inc. announced that they will report Q2, 2024 results on Nov 13, 2023
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. 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 (6.2% average weekly change).
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥6.72 (vs JP¥5.55 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.72 (up from JP¥5.55 in 1Q 2023). Revenue: JP¥8.96b (up 4.2% from 1Q 2023). Net income: JP¥572.0m (up 18% from 1Q 2023). Profit margin: 6.4% (up from 5.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Consumer Services 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 only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 22+ 1 more updateJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales of JPY 35,640 million, Operating income of JPY 3,633 million and net income attributable to owners of parent of JPY 2,566 million or JPY 29.64 per share against previous guidance of net sales of JPY 35,640 million, Operating income of JPY 3,560 million and net income attributable to owners of parent of JPY 2,325 million or JPY 26.58 per share.
お知らせ • Jun 26Jp-Holdings,Inc. to Report Q1, 2024 Results on Aug 10, 2023Jp-Holdings,Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
New Risk • Jun 13New 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 5.7% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 10+ 2 more updatesJp-Holdings,Inc. Announces Ordinary Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 28, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 2024Jp-Holdings,Inc. announced ordinary dividend of JPY 5.00 per share for the fiscal year ended March 31, 2023 compared to JPY 4.5 per share a year ago. The dividend is payable on June 28, 2023.The company provided dividend guidance for the fiscal year ending March 2024. For the period, the company expects dividend to be JPY 6.00 per share.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥372, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total returns to shareholders of 39% over the past three years.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥31.18 (vs JP¥26.06 in FY 2022)Full year 2023 results: EPS: JP¥31.18 (up from JP¥26.06 in FY 2022). Revenue: JP¥35.5b (up 3.3% from FY 2022). Net income: JP¥2.70b (up 18% from FY 2022). Profit margin: 7.6% (up from 6.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Jp-Holdings,Inc., Annual General Meeting, Jun 27, 2023Jp-Holdings,Inc., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥6.00 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥7.53 (vs JP¥7.97 in 3Q 2022)Third quarter 2023 results: EPS: JP¥7.53 (down from JP¥7.97 in 3Q 2022). Revenue: JP¥8.84b (up 3.2% from 3Q 2022). Net income: JP¥647.0m (down 7.2% from 3Q 2022). Profit margin: 7.3% (down from 8.1% 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 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 10Jp-Holdings,Inc. to Report Q3, 2023 Results on Feb 10, 2023Jp-Holdings,Inc. announced that they will report Q3, 2023 results on Feb 10, 2023
お知らせ • Nov 29+ 2 more updatesJp-Holdings,Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Jp-Holdings,Inc. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales of JPY 35,640 million, Operating income of JPY 3,633 million and net income attributable to owners of parent of JPY 2,566 million or JPY 29.64 per share against previous guidance of net sales of JPY 35,640 million, Operating income of JPY 3,560 million and net income attributable to owners of parent of JPY 2,325 million or JPY 26.58 per share.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥7.37 (vs JP¥6.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.37 (up from JP¥6.89 in 2Q 2022). Revenue: JP¥8.61b (up 2.0% from 2Q 2022). Net income: JP¥645.0m (up 7.0% from 2Q 2022). Profit margin: 7.5% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥7.37 (vs JP¥6.89 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.37 (up from JP¥6.89 in 2Q 2022). Revenue: JP¥8.61b (up 2.0% from 2Q 2022). Net income: JP¥645.0m (up 7.0% from 2Q 2022). Profit margin: 7.5% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% 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 • Oct 07Jp-Holdings,Inc. (TSE:2749) announces an Equity Buyback for 2,635,500 shares, representing 3.01% for ¥711.59 million.Jp-Holdings,Inc. (TSE:2749) announces a share repurchase program. Under the program, the company will repurchase 2,635,500 shares, representing 3.01% of its issued share capital, for ¥ 711.59 million. The purpose of the program is to improve shareholder returns and implement a flexible capital policy by enhancing capital efficiency. The plan will be valid till January 31, 2023. As of September 30, 2022, the company had 87,482,968 shares issued and 366,432 shares in treasury.
お知らせ • Aug 31+ 2 more updatesJp-Holdings,Inc. Proposes Commemorative Dividend for the Year Ending March 31, 2023Jp-Holdings,Inc. proposed commemorative dividend of JPY 1.00 per share for the year ending March 31, 2023. Breakdown of year-end dividend for the fiscal year ending March 2023: Ordinary dividend: JPY 5.00, Commemorative dividend: JPY 1.00.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥5.55 (vs JP¥1.20 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.55 (up from JP¥1.20 in 1Q 2022). Revenue: JP¥8.60b (up 2.7% from 1Q 2022). Net income: JP¥485.0m (up 362% from 1Q 2022). Profit margin: 5.6% (up from 1.3% in 1Q 2022). The increase in margin was primarily 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 remained flat, which means it is significantly lagging earnings.
お知らせ • Jul 01Jp-Holdings,Inc. to Report Q1, 2023 Results on Aug 10, 2022Jp-Holdings,Inc. announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • Jun 08+ 4 more updatesJp-Holdings,Inc. Provides Commemorative Dividend Forecast for the Year End of Fiscal Year Ended March 2023Jp-Holdings,Inc. provided commemorative dividend forecast for the year end of fiscal year ended March 2023. For the year-end, company expects Commemorative dividend to be JPY 1.00 per share.
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥26.06 (vs JP¥6.14 in FY 2021)Full year 2022 results: EPS: JP¥26.06 (up from JP¥6.14 in FY 2021). Revenue: JP¥34.4b (up 4.4% from FY 2021). Net income: JP¥2.28b (up 324% from FY 2021). Profit margin: 6.6% (up from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.
お知らせ • May 14Jp-Holdings,Inc., Annual General Meeting, Jun 28, 2022Jp-Holdings,Inc., Annual General Meeting, Jun 28, 2022.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.2%).
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥7.97 (up from JP¥6.77 in 3Q 2021). Revenue: JP¥8.57b (up 3.6% from 3Q 2021). Net income: JP¥697.0m (up 18% from 3Q 2021). Profit margin: 8.1% (up from 7.2% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 05Jp-Holdings,Inc. Announces Launch the Childcare Product Matching ServiceJp-Holdings,Inc. announced that at the board of directors meeting held on November 22, 2021, the company resolved to launch the "Childcare Product Matching Service" as the first service offered on its membership platform. The business of childcare support is rapidly changing in the environment surrounding childcare due to changes in work styles and lifestyles caused by the spread of COVID-19. In addition, the role of childcare in society is expected to become increasingly important as the government has been actively discussing the establishment of a "Children's Agency", making proposals to increase government spending on childcare policies and promoting measures to create an environment conducive to child-raising. In this environment, the Group is striving to further improve the quality of its childcare support services and expand its business to create facilities that would be selected by customers. In order to further improve the quality of its childcare support services and expand its business, they are actively promoting the expansion of its early learning programs, developing and introducing new content, introduction of online learning programs (English, gymnastics, eurhythmics and dance) and online facility tours, developing online international exchange programs with overseas child care facilities. The Group is actively promoting these initiatives ahead of other companies in the field.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥6.89 (vs JP¥4.28 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥8.44b (up 4.0% from 2Q 2021). Net income: JP¥603.0m (up 61% from 2Q 2021). Profit margin: 7.1% (up from 4.6% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.
