Okaya（7485）株式概要岡谷鋼機株式会社は、国内外における各種商品の販売、輸出、輸入を行っている。 詳細7485 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金4/6報酬株価収益率（ 5.9 x） JP市場（ 14.1 x）を下回っています。収益は年間5.62%増加すると予測されています 過去1年間で収益は12.7%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、7485 、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7485 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¥9.32k34.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.3tEarnings JP¥34.8bAdvancedSet Fair ValueView all narrativesOkaya & Co., Ltd. 競合他社Aichi SteelSymbol: TSE:5482Market cap: JP¥180.7bYodokoSymbol: TSE:5451Market cap: JP¥167.0bTokyo Steel ManufacturingSymbol: TSE:5423Market cap: JP¥174.7bDaido SteelSymbol: TSE:5471Market cap: JP¥360.7b価格と性能株価の高値、安値、推移の概要Okaya過去の株価現在の株価JP¥9,320.0052週高値JP¥10,000.0052週安値JP¥6,800.00ベータ0.381ヶ月の変化-4.61%3ヶ月変化-3.42%1年変化35.86%3年間の変化84.37%5年間の変化101.51%IPOからの変化242.02%最新ニュースPrice Target Changed • 10hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesPrice Target Changed • 10hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Jun 18Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. 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 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Mar 06Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of JP¥6,970. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining 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 13% per year.Price Target Changed • Nov 19Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 8.9% above last closing price of JP¥6,980. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.Declared Dividend • Nov 19First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Nov 01First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥7,030. The fair value is estimated to be JP¥8,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.Declared Dividend • Oct 02First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 10% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Sep 12Now 24% overvaluedOver the last 90 days, the stock has fallen 8.7% to JP¥7,670. The fair value is estimated to be JP¥6,177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Upcoming Dividend • Aug 22Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.2%).Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥14,600. The fair value is estimated to be JP¥11,903, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥14,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 58% over the past three years.Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining 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 21% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 06Final dividend of JP¥135 announcedShareholders will receive a dividend of JP¥135. Ex-date: 29th August 2024 Payment date: 31st October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 6%.Price Target Changed • May 15Price target increased by 34% to JP¥17,500Up from JP¥13,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥18,300. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥2,599 for next year compared to JP¥2,459 last year.お知らせ • Feb 02Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation.Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation on January 31, 2023. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of additional 24.1% stake in Koyo Materica Corporation on January 31, 2023.お知らせ • Oct 14Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd.Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd. on October 12, 2022.お知らせ • Dec 01Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd.Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd. on November 29, 2021. The number of shares to be acquired were 56,104 shares. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of Ryoei Koki Co., Ltd. on November 29, 2021.株主還元7485JP Metals and MiningJP 市場7D-1.9%-8.1%-0.5%1Y35.9%89.7%39.8%株主還元を見る業界別リターン: 7485過去 1 年間で89.7 % の収益を上げたJP Metals and Mining業界を下回りました。リターン対市場: 7485は、過去 1 年間で39.8 % のリターンを上げたJP市場を下回りました。価格変動Is 7485's price volatile compared to industry and market?7485 volatility7485 Average Weekly Movement3.1%Metals and Mining Industry Average Movement6.4%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 7485 、 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: 7485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16696,477Takehiro Okayawww.okaya.co.jp岡谷鋼機株式会社は、国内外における各種製品の販売、輸出、輸入を行っている。鉄鋼、特殊鋼、非鉄金属、電気・電子部品、化成品、機械・工具、配管・住設機器、建設関連品、食品など。前身は(株)岡谷商店で、1943年に(株)岡谷鋼機に商号変更した。岡谷鋼機は1669年に設立され、名古屋に本社を置く。もっと見るOkaya & Co., Ltd. 基礎のまとめOkaya の収益と売上を時価総額と比較するとどうか。7485 基礎統計学時価総額JP¥179.33b収益（TTM）JP¥30.51b売上高(TTM)JP¥1.16t5.9xPER（株価収益率0.2xP/Sレシオ7485 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7485 損益計算書（TTM）収益JP¥1.16t売上原価JP¥1.05t売上総利益JP¥105.92bその他の費用JP¥75.42b収益JP¥30.51b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）1.59kグロス・マージン9.16%純利益率2.64%有利子負債／自己資本比率31.1%7485 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9%配当性向7485 配当は確実ですか？7485 配当履歴とベンチマークを見る7485 、いつまでに購入すれば配当金を受け取れますか？Okaya 配当日配当落ち日Feb 26 2026配当支払日May 28 2026配当落ちまでの日数84 days配当支払日までの日数7 days7485 配当は確実ですか？7485 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2026/05/20 02:44終値2026/05/20 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Okaya & 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。1 アナリスト機関Seiji SugiuraTokai Tokyo Intelligence Laboratory Co., Ltd.
Price Target Changed • 10hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.
Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • 10hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.
Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Jun 18Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. 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 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.
Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.
Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.
Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Mar 06Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of JP¥6,970. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining 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 13% per year.
Price Target Changed • Nov 19Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 8.9% above last closing price of JP¥6,980. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.
Declared Dividend • Nov 19First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Nov 01First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥7,030. The fair value is estimated to be JP¥8,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.
Declared Dividend • Oct 02First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 10% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Sep 12Now 24% overvaluedOver the last 90 days, the stock has fallen 8.7% to JP¥7,670. The fair value is estimated to be JP¥6,177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.2%).
Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥14,600. The fair value is estimated to be JP¥11,903, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥14,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 58% over the past three years.
Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining 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 21% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 06Final dividend of JP¥135 announcedShareholders will receive a dividend of JP¥135. Ex-date: 29th August 2024 Payment date: 31st October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 6%.
Price Target Changed • May 15Price target increased by 34% to JP¥17,500Up from JP¥13,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥18,300. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥2,599 for next year compared to JP¥2,459 last year.
お知らせ • Feb 02Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation.Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation on January 31, 2023. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of additional 24.1% stake in Koyo Materica Corporation on January 31, 2023.
お知らせ • Oct 14Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd.Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd. on October 12, 2022.
お知らせ • Dec 01Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd.Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd. on November 29, 2021. The number of shares to be acquired were 56,104 shares. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of Ryoei Koki Co., Ltd. on November 29, 2021.
