Sumitomo Realty & Development（8830）株式概要住友不動産は日本で不動産会社として営業している。 詳細8830 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金3/6報酬収益は年間5.68%増加すると予測されています 過去5年間の収益は年間9.3%増加しました。 リスク分析負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見る8830 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW494,214 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG494,214 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥3.77k17.2% 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¥251.9bAdvancedSet Fair ValueView all narrativesSumitomo Realty & Development Co., Ltd. 競合他社Daiwa House IndustrySymbol: TSE:1925Market cap: JP¥2.8tMitsui FudosanSymbol: TSE:8801Market cap: JP¥4.1tMitsubishi EstateSymbol: TSE:8802Market cap: JP¥5.0tDaito Trust ConstructionLtdSymbol: TSE:1878Market cap: JP¥1.0t価格と性能株価の高値、安値、推移の概要Sumitomo Realty & Development過去の株価現在の株価JP¥3,767.0052週高値JP¥5,358.0052週安値JP¥2,612.00ベータ0.631ヶ月の変化5.55%3ヶ月変化-22.11%1年変化34.80%3年間の変化112.88%5年間の変化103.57%IPOからの変化624.42%最新ニュースお知らせ • Jun 18Sumitomo Realty & Development Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026ライブニュース • May 22Sumitomo Realty Shares Fall Sharply as Sales Stagnate and Liquidity Pressures PersistSumitomo Realty & Development shares fell sharply in the latest session, with the stock down between 5.23% and 5.93% on the day. The stock has lagged the broader Japanese market over the past year, with a 27.06% loss compared with a 61.09% gain for the Nikkei 225. Recent financial data show net sales growth broadly flat and liquidity ratios at relatively low levels, highlighting ongoing operational and funding pressures in a weak real estate market backdrop. The combination of sustained share price pressure, stagnant sales and tighter liquidity signals that the company is dealing with both market headwinds and internal balance sheet constraints. For investors, the key questions now are how long these pressures persist and whether the company can improve cash generation and financing flexibility without putting additional strain on shareholders.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥3,765, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 146% over the past three years.分析記事 • May 16Sumitomo Realty & Development Co., Ltd. (TSE:8830) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearThere's been a notable change in appetite for Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) shares in the week...Reported Earnings • May 15Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥228 (up from JP¥203 in FY 2025). Revenue: JP¥1.06t (up 4.3% from FY 2025). Net income: JP¥212.5b (up 11% from FY 2025). Profit margin: 20% (up from 19% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Real Estate 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 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026.最新情報をもっと見るRecent updatesお知らせ • Jun 18Sumitomo Realty & Development Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026ライブニュース • May 22Sumitomo Realty Shares Fall Sharply as Sales Stagnate and Liquidity Pressures PersistSumitomo Realty & Development shares fell sharply in the latest session, with the stock down between 5.23% and 5.93% on the day. The stock has lagged the broader Japanese market over the past year, with a 27.06% loss compared with a 61.09% gain for the Nikkei 225. Recent financial data show net sales growth broadly flat and liquidity ratios at relatively low levels, highlighting ongoing operational and funding pressures in a weak real estate market backdrop. The combination of sustained share price pressure, stagnant sales and tighter liquidity signals that the company is dealing with both market headwinds and internal balance sheet constraints. For investors, the key questions now are how long these pressures persist and whether the company can improve cash generation and financing flexibility without putting additional strain on shareholders.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥3,765, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 146% over the past three years.分析記事 • May 16Sumitomo Realty & Development Co., Ltd. (TSE:8830) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearThere's been a notable change in appetite for Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) shares in the week...Reported Earnings • May 15Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥228 (up from JP¥203 in FY 2025). Revenue: JP¥1.06t (up 4.3% from FY 2025). Net income: JP¥212.5b (up 11% from FY 2025). Profit margin: 20% (up from 19% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Real Estate 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 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026.Board Change • May 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Hakaru Tamura was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 11Sumitomo Realty & Development Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026Price Target Changed • Feb 10Price target increased by 8.4% to JP¥4,603Up from JP¥4,245, the current price target is an average from 11 analysts. New target price is 10% below last closing price of JP¥5,123. Stock is up 97% over the past year. The company is forecast to post earnings per share of JP¥229 for next year compared to JP¥203 last year.Reported Earnings • Feb 07Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥60.82 (up from JP¥39.31 in 3Q 2025). Revenue: JP¥246.9b (up 1.5% from 3Q 2025). Net income: JP¥56.5b (up 52% from 3Q 2025). Profit margin: 23% (up from 15% in 3Q 2025). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 10With EPS Growth And More, Sumitomo Realty & Development (TSE:8830) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...New Risk • Dec 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 108% Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.4% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (108% cash payout ratio).分析記事 • Dec 09Sumitomo Realty & Development's (TSE:8830) Upcoming Dividend Will Be Larger Than Last Year'sSumitomo Realty & Development Co., Ltd. ( TSE:8830 ) will increase its dividend from last year's comparable payment on...Price Target Changed • Dec 09Price target increased by 7.7% to JP¥7,295Up from JP¥6,772, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥7,534. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥455 for next year compared to JP¥405 last year.Declared Dividend • Dec 09First half dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 16% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05Sumitomo Realty & Development Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on Feb 06, 2026分析記事 • Nov 14Sumitomo Realty & Development Co., Ltd. (TSE:8830) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?Investors in Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) had a good week, as its shares rose 8.2% to close at...Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥95.72 (up from JP¥73.69 in 2Q 2025). Revenue: JP¥238.9b (up 6.7% from 2Q 2025). Net income: JP¥44.6b (up 28% from 2Q 2025). Profit margin: 19% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate 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 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 11+ 2 more updatesSumitomo Realty & Development Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Realty & Development Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects now sales of JPY 1,050,000 million, operating profit of JPY 295,000 million, profit attributable to owners of parent of JPY 210,000 million and net profit per share of JPY 221.91 against sales of JPY 1,030,000 million, operating profit of JPY 290,000 million, profit attributable to owners of parent of JPY 205,000 million as previously forecasted.Upcoming Dividend • Sep 22Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.4%).分析記事 • Sep 17Sumitomo Realty & Development (TSE:8830) Will Pay A Larger Dividend Than Last Year At ¥42.00Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) will increase its dividend from last year's comparable payment on...お知らせ • Sep 17Sumitomo Realty & Development Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025分析記事 • Aug 31Sumitomo Realty & Development Co., Ltd.'s (TSE:8830) Business Is Trailing The Market But Its Shares Aren'tIt's not a stretch to say that Sumitomo Realty & Development Co., Ltd.'s ( TSE:8830 ) price-to-earnings (or "P/E...分析記事 • Aug 10Sumitomo Realty & Development Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a good week for Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) shareholders, because the company has...Reported Earnings • Aug 08First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: JP¥158. Revenue: JP¥293.3b (down 7.1% from 1Q 2025). Net income: JP¥73.8b (down 1.0% from 1Q 2025). Profit margin: 25% (up from 24% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Real Estate industry in Japan.分析記事 • Jul 24Sumitomo Realty & Development (TSE:8830) Is Increasing Its Dividend To ¥42.00Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) will increase its dividend from last year's comparable payment on...Declared Dividend • Jul 09Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 16% 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.お知らせ • Jun 14Sumitomo Realty & Development Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025お知らせ • Jun 12Sumitomo Realty Reportedly Seeks $700 Million Office Sale Amid Elliott PushSumitomo Realty & Development Co., Ltd. (TSE:8830), the Japanese developer facing pressure from Elliott Investment Management L.P. to boost its value, is seeking to sell a group of office properties in Tokyo for at least JPY 100 billion ($700 million), according to people with knowledge of the matter. The developer has earmarked 19 midsized office buildings for the divestment. It has asked real estate investment firms and agencies to estimate the value of the offices, which it is considering selling separately, the people said, asking not to be identified because the matter is private. It is also weighing the sale of eight rental apartment buildings in the city, they said. Representatives for Sumitomo Realty weren’t immediately available for comment. After taking a stake in Sumitomo Realty, Elliott said this week that the Tokyo-based company should do more to improve shareholder returns and corporate governance. The sale plans mark a shift from its business model of developing properties in-house, holding them for the long term, and earning steady income from tenants, toward a strategy targeting capital gains. In a rare public letter, Elliott said it would vote against Sumitomo Realty’s senior management at an annual shareholder meeting on June 27 if no meaningful progress is made on improving its value. It called on the developer to unwind its cross-shareholdings, increase its shareholder payout ratio to 50% or more and target a return on equity of at least 10%. Elliott has built up more than a 3% holding in the company, according to the letter.お知らせ • Jun 11Elliott Investment Management Calls to Enhance Corporate Value and Strengthen Corporate Governance Ahead of Sumitomo Realty's Annual General MeetingOn June 8, 2025, Elliott Investment Management, L.P. and Elliott Advisors (UK) Limited released an open letter to Sumitomo Realty & Development Co., Ltd.'s shareholders. In the letter, Elliott Investment Management encouraged fellow shareholders to actively engage with the Company's management ahead of the upcoming 2025 annual general meeting of shareholders and to hold the Company accountable for not addressing its long-standing valuation discount and weak corporate governance. The letter outlines 4 key areas of concern – poor shareholder returns, excessive cross shareholdings, declining capital efficiency and subpar governance – and urges the Company to implement tangible reforms. These include increasing its shareholder payout, reducing cross shareholdings, issuing a credible return target and enhancing governance. Elliott Investment Management also emphasized that without meaningful progress from the Company, it intends to vote against the reappointment of senior management at the upcoming AGM.Reported Earnings • May 15Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥405 (up from JP¥374 in FY 2024). Revenue: JP¥1.01t (up 4.8% from FY 2024). Net income: JP¥191.7b (up 8.2% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate 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 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces an Equity Buyback for 2,000,000 shares, representing 0.43% for ¥10,000 million.Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 0.43% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to allocate the shares to the stock compensation plan to reward long service and dedication for company's employees. The program will be funded from proceeds from the sale of shares. The repurchased shares will be cancelled. The program will be valid till September 30, 2025. As of May 1, 2025, the company has 466,861,584 issued shares (excluding treasury stock) and 9,224,394 treasury shares.お知らせ • May 13Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2025Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2025.New Risk • Apr 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.5% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).お知らせ • Mar 25Elliott Investment Management Builds Stake in Sumitomo Realty & DevelopmentOn March 24, 2025, Elliott Investment Management announced that it has built a significant stake in Sumitomo Realty & Development Co., Ltd. and is engaging with the Company to improve shareholder value.Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 16% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).お知らせ • Mar 16Sumitomo Realty & Development Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on May 13, 2025Reported Earnings • Feb 07Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥78.62 (down from JP¥83.70 in 3Q 2024). Revenue: JP¥243.3b (up 10.0% from 3Q 2024). Net income: JP¥37.2b (down 6.1% from 3Q 2024). Profit margin: 15% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.お知らせ • Dec 17Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces an Equity Buyback for 8,000,000 shares, representing 1.69% for ¥35,000 million.Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 1.69% of its issued share capital (excluding treasury stock), for ¥35,000 million. The purpose of the program is to allocate the shares to the stock compensation plan to reward long service and dedication for company's employees engaged in Shinchiku Sokkurisan Remodeling Business and Custom Homes Business. The program will be funded from proceeds from the sale of shares. The program will be valid till June 30, 2025. As of September 30, 2024, the company has 473,758,539 issued shares (excluding treasury stock) and 2,327,439 treasury shares.お知らせ • Dec 14Sumitomo Realty & Development Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Declared Dividend • Dec 06First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but not covered by cash flows (147% cash payout ratio). The dividend has increased by an average of 13% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: JP¥73.69 (down from JP¥103 in 2Q 2024). Revenue: JP¥223.9b (down 11% from 2Q 2024). Net income: JP¥34.9b (down 29% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.お知らせ • Oct 30NEC Corporation (TSE:6701) proposed to acquire 48.64% stake in NEC Networks & System Integration Corporation (TSE:1973) from the group of shareholders for approximately ¥240 billion.NEC Corporation (TSE:6701) proposed to acquire 48.64% stake in NEC Networks & System Integration Corporation (TSE:1973) from the group of shareholders for approximately ¥240 billion on October 29, 2024. A cash consideration valued at ¥3250 per share will be paid by NEC Corporation. Upon completion, NEC Corporation will own 87.13% direct stake in NEC Networks & System Integration Corporation. The transaction will be financed through senior debt of ¥236 million. NEC plans to borrow funds from Sumitomo Mitsui Banking Corporation by the business day preceding the commencement date of settlement for the Tender Offer subject to the completion of the Tender Offer and the certain other conditions in order to cover the funds required for the Transactions. The transaction is subject to consummation of due diligence investigation and minimum tender. NEC sets the minimum number of shares to be acquired in the Tender Offer at 22,756,305 shares, If the total number of the shares tendered in the Tender Offer is less than the minimum number of shares to be acquired, NEC will not acquire any of the Tendered Shares. The Board of Directors of NEC Networks & System Integration Corporation formed a special committee for the transaction. NESIC has resolved at the meeting of its board of directors to express its opinion supporting the Tender Offer and to recommend that the shareholders of NESIC tender their shares in the Tender Offer. The tender offer will be commenced on October 30, 2024, and will close on December 11, 2024. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd., SMBC Nikko Securities Inc. acted as financial advisors for NEC Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor for NEC Corporation. Daiwa Securities Co. Ltd. acted as financial advisor and provided fairness opinion to NEC Networks & System Integration Corporation. Nishimura & Asahi acted as legal advisor for NEC Networks & System Integration Corporation.Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%).お知らせ • Sep 14Sumitomo Realty & Development Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 10First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥157 (up from JP¥120 in 1Q 2024). Revenue: JP¥315.7b (up 25% from 1Q 2024). Net income: JP¥74.5b (up 31% from 1Q 2024). Profit margin: 24% (up from 23% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.New Risk • Aug 05New 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.9% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥3,717, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 7.9% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 13% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Jun 17New 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.7% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).お知らせ • Jun 17Sumitomo Realty & Development Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥374 (up from JP¥342 in FY 2023). Revenue: JP¥967.7b (up 3.0% from FY 2023). Net income: JP¥177.2b (up 9.4% from FY 2023). Profit margin: 18% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Real Estate 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 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2024Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • May 10Sumitomo Realty & Development Co., Ltd. Provides Earnings Guidance for the fiscal Year Ending March 31, 2025Sumitomo Realty & Development Co., Ltd. provided earnings guidance for the fiscal Year Ending March 31, 2025. For the year, company expects revenue from operations to be JPY 1,000,000, Operating income to be JPY 267,000, Profit attributable to owner of parent to be JPY 190,000.Price Target Changed • May 03Price target increased by 8.9% to JP¥5,934Up from JP¥5,449, the current price target is an average from 10 analysts. New target price is 9.8% above last closing price of JP¥5,406. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥375 for next year compared to JP¥342 last year.Price Target Changed • Apr 05Price target increased by 9.1% to JP¥5,349Up from JP¥4,904, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥5,608. Stock is up 90% over the past year. The company is forecast to post earnings per share of JP¥374 for next year compared to JP¥342 last year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 7.7% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,243, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 40% over the past three years.お知らせ • Mar 17Sumitomo Realty & Development Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024Reported Earnings • Feb 10Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥83.70 (down from JP¥87.68 in 3Q 2023). Revenue: JP¥221.2b (down 1.2% from 3Q 2023). Net income: JP¥39.7b (down 4.5% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Real Estate 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 10% per year.お知らせ • Dec 17Sumitomo Realty & Development Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥103 (up from JP¥86.85 in 2Q 2023). Revenue: JP¥252.1b (up 9.0% from 2Q 2023). Net income: JP¥49.0b (up 19% from 2Q 2023). Profit margin: 20% (up from 18% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥29.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.6%).お知らせ • Sep 17Sumitomo Realty & Development Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Sumitomo Realty & Development Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 12First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥120 (up from JP¥112 in 1Q 2023). Revenue: JP¥253.1b (up 3.9% from 1Q 2023). Net income: JP¥56.9b (up 7.5% from 1Q 2023). Profit margin: 23% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jun 07Sumitomo Realty & Development Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 14Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥342 (up from JP¥317 in FY 2022). Revenue: JP¥939.9b (flat on FY 2022). Net income: JP¥161.9b (up 7.6% from FY 2022). Profit margin: 17% (up from 16% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 13Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 29, 2023Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 14% and the cash payout ratio is 77%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).Reported Earnings • Feb 10Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥87.68 (up from JP¥79.97 in 3Q 2022). Revenue: JP¥224.0b (down 3.6% from 3Q 2022). Net income: JP¥41.6b (up 9.6% from 3Q 2022). Profit margin: 19% (up from 16% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Dec 17Sumitomo Realty & Development Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Outside Director Yozo Izuhara was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥86.85 (down from JP¥88.45 in 2Q 2022). Revenue: JP¥231.3b (flat on 2Q 2022). Net income: JP¥41.2b (down 1.8% from 2Q 2022). Profit margin: 18% (in line with 2Q 2022). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.株主還元8830JP Real EstateJP 市場7D-2.4%-0.6%-0.9%1Y34.8%18.3%42.9%株主還元を見る業界別リターン: 8830過去 1 年間で18.3 % の収益を上げたJP Real Estate業界を上回りました。リターン対市場: 8830は、過去 1 年間で42.9 % のリターンを上げたJP市場を下回りました。価格変動Is 8830's price volatile compared to industry and market?8830 volatility8830 Average Weekly Movement5.8%Real Estate Industry Average Movement3.9%Market Average Movement4.2%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 8830 、 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: 8830の 週次ボラティリティ ( 6% ) 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194914,116Kojun Nishimawww.sumitomo-rd.co.jp住友不動産株式会社は、日本で不動産事業を展開している企業です。 同社は、オフィスビルの開発・賃貸、分譲マンションおよび一戸建て住宅の開発・販売、不動産物件の開発・賃貸・販売を行うほか、オフィスビル、多目的ホール、商業施設、ホテル、フィットネスクラブ、ゴルフコース、小売施設の運営・管理も手掛けている。 また、資産活用サービスの提供、一戸建て住宅・分譲マンションのリモデリング、不動産管理サービス、建設、設計、施工監理、ならびに不動産の販売、仲介、鑑定も行っている。 さらに、駐車場、ハウスクリーニング、インテリアデザイン・販売、ケータリングサービスの提供、火災保険・生命保険・医療保険などの代理店業務、および「リーベンハウス」ブランドによる和洋レストランやコンビニエンスストアの運営も行っている。法人および個人の顧客にサービスを提供している。 同社は、かつて「泉不動産株式会社」として知られていたが、1957年に「住友不動産株式会社」に社名を変更した。住友不動産株式会社は1949年に設立され、本社は日本の東京にある。もっと見るSumitomo Realty & Development Co., Ltd. 基礎のまとめSumitomo Realty & Development の収益と売上を時価総額と比較するとどうか。8830 基礎統計学時価総額JP¥3.48t収益（TTM）JP¥212.54b売上高(TTM)JP¥1.06t16.4xPER（株価収益率3.3xP/Sレシオ8830 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8830 損益計算書（TTM）収益JP¥1.06t売上原価JP¥673.67b売上総利益JP¥384.10bその他の費用JP¥171.56b収益JP¥212.54b直近の収益報告Mar 31, 2026次回決算日Aug 06, 2026一株当たり利益（EPS）230.11グロス・マージン36.31%純利益率20.09%有利子負債／自己資本比率160.9%8830 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1.4%現在の配当利回り19%配当性向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2026/07/13 16:44終値2026/07/13 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sumitomo Realty & Development Co., Ltd. 11 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。23 アナリスト機関Takashi HashimotoBarclaysTakumi KasaiBofA Global ResearchMasashi MikiCitigroup Inc20 その他のアナリストを表示
お知らせ • Jun 18Sumitomo Realty & Development Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026
ライブニュース • May 22Sumitomo Realty Shares Fall Sharply as Sales Stagnate and Liquidity Pressures PersistSumitomo Realty & Development shares fell sharply in the latest session, with the stock down between 5.23% and 5.93% on the day. The stock has lagged the broader Japanese market over the past year, with a 27.06% loss compared with a 61.09% gain for the Nikkei 225. Recent financial data show net sales growth broadly flat and liquidity ratios at relatively low levels, highlighting ongoing operational and funding pressures in a weak real estate market backdrop. The combination of sustained share price pressure, stagnant sales and tighter liquidity signals that the company is dealing with both market headwinds and internal balance sheet constraints. For investors, the key questions now are how long these pressures persist and whether the company can improve cash generation and financing flexibility without putting additional strain on shareholders.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥3,765, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 146% over the past three years.
分析記事 • May 16Sumitomo Realty & Development Co., Ltd. (TSE:8830) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearThere's been a notable change in appetite for Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) shares in the week...
Reported Earnings • May 15Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥228 (up from JP¥203 in FY 2025). Revenue: JP¥1.06t (up 4.3% from FY 2025). Net income: JP¥212.5b (up 11% from FY 2025). Profit margin: 20% (up from 19% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Real Estate 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 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • Jun 18Sumitomo Realty & Development Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026
ライブニュース • May 22Sumitomo Realty Shares Fall Sharply as Sales Stagnate and Liquidity Pressures PersistSumitomo Realty & Development shares fell sharply in the latest session, with the stock down between 5.23% and 5.93% on the day. The stock has lagged the broader Japanese market over the past year, with a 27.06% loss compared with a 61.09% gain for the Nikkei 225. Recent financial data show net sales growth broadly flat and liquidity ratios at relatively low levels, highlighting ongoing operational and funding pressures in a weak real estate market backdrop. The combination of sustained share price pressure, stagnant sales and tighter liquidity signals that the company is dealing with both market headwinds and internal balance sheet constraints. For investors, the key questions now are how long these pressures persist and whether the company can improve cash generation and financing flexibility without putting additional strain on shareholders.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥3,765, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 146% over the past three years.
分析記事 • May 16Sumitomo Realty & Development Co., Ltd. (TSE:8830) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearThere's been a notable change in appetite for Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) shares in the week...
Reported Earnings • May 15Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: JP¥228 (up from JP¥203 in FY 2025). Revenue: JP¥1.06t (up 4.3% from FY 2025). Net income: JP¥212.5b (up 11% from FY 2025). Profit margin: 20% (up from 19% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Real Estate 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 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 26, 2026.
Board Change • May 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Hakaru Tamura was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 11Sumitomo Realty & Development Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 13, 2026
Price Target Changed • Feb 10Price target increased by 8.4% to JP¥4,603Up from JP¥4,245, the current price target is an average from 11 analysts. New target price is 10% below last closing price of JP¥5,123. Stock is up 97% over the past year. The company is forecast to post earnings per share of JP¥229 for next year compared to JP¥203 last year.
Reported Earnings • Feb 07Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥60.82 (up from JP¥39.31 in 3Q 2025). Revenue: JP¥246.9b (up 1.5% from 3Q 2025). Net income: JP¥56.5b (up 52% from 3Q 2025). Profit margin: 23% (up from 15% in 3Q 2025). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 10With EPS Growth And More, Sumitomo Realty & Development (TSE:8830) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
New Risk • Dec 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 108% Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.4% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (108% cash payout ratio).
分析記事 • Dec 09Sumitomo Realty & Development's (TSE:8830) Upcoming Dividend Will Be Larger Than Last Year'sSumitomo Realty & Development Co., Ltd. ( TSE:8830 ) will increase its dividend from last year's comparable payment on...
Price Target Changed • Dec 09Price target increased by 7.7% to JP¥7,295Up from JP¥6,772, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥7,534. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥455 for next year compared to JP¥405 last year.
Declared Dividend • Dec 09First half dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 16% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05Sumitomo Realty & Development Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on Feb 06, 2026
分析記事 • Nov 14Sumitomo Realty & Development Co., Ltd. (TSE:8830) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?Investors in Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) had a good week, as its shares rose 8.2% to close at...
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥95.72 (up from JP¥73.69 in 2Q 2025). Revenue: JP¥238.9b (up 6.7% from 2Q 2025). Net income: JP¥44.6b (up 28% from 2Q 2025). Profit margin: 19% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate 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 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 11+ 2 more updatesSumitomo Realty & Development Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Realty & Development Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects now sales of JPY 1,050,000 million, operating profit of JPY 295,000 million, profit attributable to owners of parent of JPY 210,000 million and net profit per share of JPY 221.91 against sales of JPY 1,030,000 million, operating profit of JPY 290,000 million, profit attributable to owners of parent of JPY 205,000 million as previously forecasted.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥42.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.4%).
分析記事 • Sep 17Sumitomo Realty & Development (TSE:8830) Will Pay A Larger Dividend Than Last Year At ¥42.00Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) will increase its dividend from last year's comparable payment on...
お知らせ • Sep 17Sumitomo Realty & Development Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
分析記事 • Aug 31Sumitomo Realty & Development Co., Ltd.'s (TSE:8830) Business Is Trailing The Market But Its Shares Aren'tIt's not a stretch to say that Sumitomo Realty & Development Co., Ltd.'s ( TSE:8830 ) price-to-earnings (or "P/E...
分析記事 • Aug 10Sumitomo Realty & Development Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a good week for Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) shareholders, because the company has...
Reported Earnings • Aug 08First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: JP¥158. Revenue: JP¥293.3b (down 7.1% from 1Q 2025). Net income: JP¥73.8b (down 1.0% from 1Q 2025). Profit margin: 25% (up from 24% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 7.4%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Real Estate industry in Japan.
分析記事 • Jul 24Sumitomo Realty & Development (TSE:8830) Is Increasing Its Dividend To ¥42.00Sumitomo Realty & Development Co., Ltd. ( TSE:8830 ) will increase its dividend from last year's comparable payment on...
Declared Dividend • Jul 09Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 16% 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.
お知らせ • Jun 14Sumitomo Realty & Development Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
お知らせ • Jun 12Sumitomo Realty Reportedly Seeks $700 Million Office Sale Amid Elliott PushSumitomo Realty & Development Co., Ltd. (TSE:8830), the Japanese developer facing pressure from Elliott Investment Management L.P. to boost its value, is seeking to sell a group of office properties in Tokyo for at least JPY 100 billion ($700 million), according to people with knowledge of the matter. The developer has earmarked 19 midsized office buildings for the divestment. It has asked real estate investment firms and agencies to estimate the value of the offices, which it is considering selling separately, the people said, asking not to be identified because the matter is private. It is also weighing the sale of eight rental apartment buildings in the city, they said. Representatives for Sumitomo Realty weren’t immediately available for comment. After taking a stake in Sumitomo Realty, Elliott said this week that the Tokyo-based company should do more to improve shareholder returns and corporate governance. The sale plans mark a shift from its business model of developing properties in-house, holding them for the long term, and earning steady income from tenants, toward a strategy targeting capital gains. In a rare public letter, Elliott said it would vote against Sumitomo Realty’s senior management at an annual shareholder meeting on June 27 if no meaningful progress is made on improving its value. It called on the developer to unwind its cross-shareholdings, increase its shareholder payout ratio to 50% or more and target a return on equity of at least 10%. Elliott has built up more than a 3% holding in the company, according to the letter.
お知らせ • Jun 11Elliott Investment Management Calls to Enhance Corporate Value and Strengthen Corporate Governance Ahead of Sumitomo Realty's Annual General MeetingOn June 8, 2025, Elliott Investment Management, L.P. and Elliott Advisors (UK) Limited released an open letter to Sumitomo Realty & Development Co., Ltd.'s shareholders. In the letter, Elliott Investment Management encouraged fellow shareholders to actively engage with the Company's management ahead of the upcoming 2025 annual general meeting of shareholders and to hold the Company accountable for not addressing its long-standing valuation discount and weak corporate governance. The letter outlines 4 key areas of concern – poor shareholder returns, excessive cross shareholdings, declining capital efficiency and subpar governance – and urges the Company to implement tangible reforms. These include increasing its shareholder payout, reducing cross shareholdings, issuing a credible return target and enhancing governance. Elliott Investment Management also emphasized that without meaningful progress from the Company, it intends to vote against the reappointment of senior management at the upcoming AGM.
Reported Earnings • May 15Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥405 (up from JP¥374 in FY 2024). Revenue: JP¥1.01t (up 4.8% from FY 2024). Net income: JP¥191.7b (up 8.2% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate 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 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces an Equity Buyback for 2,000,000 shares, representing 0.43% for ¥10,000 million.Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 0.43% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to allocate the shares to the stock compensation plan to reward long service and dedication for company's employees. The program will be funded from proceeds from the sale of shares. The repurchased shares will be cancelled. The program will be valid till September 30, 2025. As of May 1, 2025, the company has 466,861,584 issued shares (excluding treasury stock) and 9,224,394 treasury shares.
お知らせ • May 13Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2025Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2025.
New Risk • Apr 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 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.5% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.6% average weekly change).
お知らせ • Mar 25Elliott Investment Management Builds Stake in Sumitomo Realty & DevelopmentOn March 24, 2025, Elliott Investment Management announced that it has built a significant stake in Sumitomo Realty & Development Co., Ltd. and is engaging with the Company to improve shareholder value.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 16% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
お知らせ • Mar 16Sumitomo Realty & Development Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report fiscal year 2025 results at 3:30 PM, Tokyo Standard Time on May 13, 2025
Reported Earnings • Feb 07Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: JP¥78.62 (down from JP¥83.70 in 3Q 2024). Revenue: JP¥243.3b (up 10.0% from 3Q 2024). Net income: JP¥37.2b (down 6.1% from 3Q 2024). Profit margin: 15% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Dec 17Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces an Equity Buyback for 8,000,000 shares, representing 1.69% for ¥35,000 million.Sumitomo Realty & Development Co., Ltd. (TSE:8830) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 1.69% of its issued share capital (excluding treasury stock), for ¥35,000 million. The purpose of the program is to allocate the shares to the stock compensation plan to reward long service and dedication for company's employees engaged in Shinchiku Sokkurisan Remodeling Business and Custom Homes Business. The program will be funded from proceeds from the sale of shares. The program will be valid till June 30, 2025. As of September 30, 2024, the company has 473,758,539 issued shares (excluding treasury stock) and 2,327,439 treasury shares.
お知らせ • Dec 14Sumitomo Realty & Development Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Declared Dividend • Dec 06First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (17% earnings payout ratio) but not covered by cash flows (147% cash payout ratio). The dividend has increased by an average of 13% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: JP¥73.69 (down from JP¥103 in 2Q 2024). Revenue: JP¥223.9b (down 11% from 2Q 2024). Net income: JP¥34.9b (down 29% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Oct 30NEC Corporation (TSE:6701) proposed to acquire 48.64% stake in NEC Networks & System Integration Corporation (TSE:1973) from the group of shareholders for approximately ¥240 billion.NEC Corporation (TSE:6701) proposed to acquire 48.64% stake in NEC Networks & System Integration Corporation (TSE:1973) from the group of shareholders for approximately ¥240 billion on October 29, 2024. A cash consideration valued at ¥3250 per share will be paid by NEC Corporation. Upon completion, NEC Corporation will own 87.13% direct stake in NEC Networks & System Integration Corporation. The transaction will be financed through senior debt of ¥236 million. NEC plans to borrow funds from Sumitomo Mitsui Banking Corporation by the business day preceding the commencement date of settlement for the Tender Offer subject to the completion of the Tender Offer and the certain other conditions in order to cover the funds required for the Transactions. The transaction is subject to consummation of due diligence investigation and minimum tender. NEC sets the minimum number of shares to be acquired in the Tender Offer at 22,756,305 shares, If the total number of the shares tendered in the Tender Offer is less than the minimum number of shares to be acquired, NEC will not acquire any of the Tendered Shares. The Board of Directors of NEC Networks & System Integration Corporation formed a special committee for the transaction. NESIC has resolved at the meeting of its board of directors to express its opinion supporting the Tender Offer and to recommend that the shareholders of NESIC tender their shares in the Tender Offer. The tender offer will be commenced on October 30, 2024, and will close on December 11, 2024. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd., SMBC Nikko Securities Inc. acted as financial advisors for NEC Corporation. Nagashima Ohno & Tsunematsu acted as legal advisor for NEC Corporation. Daiwa Securities Co. Ltd. acted as financial advisor and provided fairness opinion to NEC Networks & System Integration Corporation. Nishimura & Asahi acted as legal advisor for NEC Networks & System Integration Corporation.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.6%).
お知らせ • Sep 14Sumitomo Realty & Development Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 10First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥157 (up from JP¥120 in 1Q 2024). Revenue: JP¥315.7b (up 25% from 1Q 2024). Net income: JP¥74.5b (up 31% from 1Q 2024). Profit margin: 24% (up from 23% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
New Risk • Aug 05New 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.9% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥3,717, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Real Estate industry in Japan. Total returns to shareholders of 7.9% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 13% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Jun 17New 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 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.7% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
お知らせ • Jun 17Sumitomo Realty & Development Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥374 (up from JP¥342 in FY 2023). Revenue: JP¥967.7b (up 3.0% from FY 2023). Net income: JP¥177.2b (up 9.4% from FY 2023). Profit margin: 18% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Real Estate 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 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2024Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • May 10Sumitomo Realty & Development Co., Ltd. Provides Earnings Guidance for the fiscal Year Ending March 31, 2025Sumitomo Realty & Development Co., Ltd. provided earnings guidance for the fiscal Year Ending March 31, 2025. For the year, company expects revenue from operations to be JPY 1,000,000, Operating income to be JPY 267,000, Profit attributable to owner of parent to be JPY 190,000.
Price Target Changed • May 03Price target increased by 8.9% to JP¥5,934Up from JP¥5,449, the current price target is an average from 10 analysts. New target price is 9.8% above last closing price of JP¥5,406. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥375 for next year compared to JP¥342 last year.
Price Target Changed • Apr 05Price target increased by 9.1% to JP¥5,349Up from JP¥4,904, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥5,608. Stock is up 90% over the past year. The company is forecast to post earnings per share of JP¥374 for next year compared to JP¥342 last year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 7.7% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,243, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Real Estate industry in Japan. Total returns to shareholders of 40% over the past three years.
お知らせ • Mar 17Sumitomo Realty & Development Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥83.70 (down from JP¥87.68 in 3Q 2023). Revenue: JP¥221.2b (down 1.2% from 3Q 2023). Net income: JP¥39.7b (down 4.5% from 3Q 2023). Profit margin: 18% (in line with 3Q 2023). Revenue missed analyst estimates by 5.4%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Real Estate 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 10% per year.
お知らせ • Dec 17Sumitomo Realty & Development Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥103 (up from JP¥86.85 in 2Q 2023). Revenue: JP¥252.1b (up 9.0% from 2Q 2023). Net income: JP¥49.0b (up 19% from 2Q 2023). Profit margin: 20% (up from 18% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥29.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.6%).
お知らせ • Sep 17Sumitomo Realty & Development Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Sumitomo Realty & Development Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥120 (up from JP¥112 in 1Q 2023). Revenue: JP¥253.1b (up 3.9% from 1Q 2023). Net income: JP¥56.9b (up 7.5% from 1Q 2023). Profit margin: 23% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jun 07Sumitomo Realty & Development Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Sumitomo Realty & Development Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 14Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: JP¥342 (up from JP¥317 in FY 2022). Revenue: JP¥939.9b (flat on FY 2022). Net income: JP¥161.9b (up 7.6% from FY 2022). Profit margin: 17% (up from 16% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 13Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 29, 2023Sumitomo Realty & Development Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 14% and the cash payout ratio is 77%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).
Reported Earnings • Feb 10Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥87.68 (up from JP¥79.97 in 3Q 2022). Revenue: JP¥224.0b (down 3.6% from 3Q 2022). Net income: JP¥41.6b (up 9.6% from 3Q 2022). Profit margin: 19% (up from 16% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Dec 17Sumitomo Realty & Development Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Sumitomo Realty & Development Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Outside Director Yozo Izuhara was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥86.85 (down from JP¥88.45 in 2Q 2022). Revenue: JP¥231.3b (flat on 2Q 2022). Net income: JP¥41.2b (down 1.8% from 2Q 2022). Profit margin: 18% (in line with 2Q 2022). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Real Estate industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
