Izumi（8273）株式概要株式会社イズミは日本で総合スーパーを運営している。 詳細8273 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より22.8%で取引されている 収益は年間6.78%増加すると予測されています 過去1年間で収益は42.5%増加しました 2.98%の安定した配当金を支払う 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、8273 、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8273 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,088 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 NarrativeBLINROAG488,088 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.01k13.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0738b2016201920222025202620282031Revenue JP¥652.3bEarnings JP¥21.8bAdvancedSet Fair ValueView all narrativesIzumi Co., Ltd. 競合他社SeriaSymbol: TSE:2782Market cap: JP¥233.8bBuySell TechnologiesLtdSymbol: TSE:7685Market cap: JP¥210.2bBellunaSymbol: TSE:9997Market cap: JP¥102.3bAeon KyushuSymbol: TSE:2653Market cap: JP¥96.0b価格と性能株価の高値、安値、推移の概要Izumi過去の株価現在の株価JP¥1,006.0052週高値JP¥1,153.3252週安値JP¥862.00ベータ-0.0511ヶ月の変化7.14%3ヶ月変化-4.10%1年変化-2.39%3年間の変化-13.10%5年間の変化-20.79%IPOからの変化255.06%最新ニュースReported Earnings • Jul 16First quarter 2027 earnings released: EPS: JP¥21.55 (vs JP¥18.97 in 1Q 2026)First quarter 2027 results: EPS: JP¥21.55 (up from JP¥18.97 in 1Q 2026). Revenue: JP¥140.3b (up 15% from 1Q 2026). Net income: JP¥4.53b (up 12% from 1Q 2026). Profit margin: 3.2% (down from 3.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.Declared Dividend • Jun 12Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 19th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% 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 63% over the next 3 years. Since a fall of 35% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.お知らせ • May 07Izumi Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026Izumi Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥238 (up from JP¥55.53 in FY 2025). Revenue: JP¥569.3b (up 8.6% from FY 2025). Net income: JP¥16.8b (up 41% from FY 2025). Profit margin: 3.0% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail 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 remained flat.お知らせ • Apr 14Izumi Co., Ltd., Annual General Meeting, May 27, 2026Izumi Co., Ltd., Annual General Meeting, May 27, 2026.最新情報をもっと見るRecent updatesReported Earnings • Jul 16First quarter 2027 earnings released: EPS: JP¥21.55 (vs JP¥18.97 in 1Q 2026)First quarter 2027 results: EPS: JP¥21.55 (up from JP¥18.97 in 1Q 2026). Revenue: JP¥140.3b (up 15% from 1Q 2026). Net income: JP¥4.53b (up 12% from 1Q 2026). Profit margin: 3.2% (down from 3.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.Declared Dividend • Jun 12Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 19th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% 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 63% over the next 3 years. Since a fall of 35% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.お知らせ • May 07Izumi Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026Izumi Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥238 (up from JP¥55.53 in FY 2025). Revenue: JP¥569.3b (up 8.6% from FY 2025). Net income: JP¥16.8b (up 41% from FY 2025). Profit margin: 3.0% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail 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 remained flat.お知らせ • Apr 14Izumi Co., Ltd., Annual General Meeting, May 27, 2026Izumi Co., Ltd., Annual General Meeting, May 27, 2026.お知らせ • Apr 07Izumi Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Izumi Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026お知らせ • Mar 23Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)New Risk • Feb 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 8.6% 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: Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).Upcoming Dividend • Feb 19Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).分析記事 • Jan 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 29th of May. This means the annual payment is 2.9% of...分析記事 • Jan 20Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Izumi Co., Ltd.'s ( TSE:8273 ) lackluster earnings report last week. We did some...Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥42.71 (vs JP¥26.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥42.71 (up from JP¥26.30 in 3Q 2025). Revenue: JP¥136.0b (up 5.9% from 3Q 2025). Net income: JP¥3.02b (up 60% from 3Q 2025). Profit margin: 2.2% (up from 1.5% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jan 14Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥2,232 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥2,232 million. The shares will be repurchased at a price of ¥3,720 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.分析記事 • Jan 13Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...お知らせ • Jan 13Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥1,824 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥1,824 million. The shares will be repurchased at ¥3040 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. The program is valid till January 14, 2026. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.分析記事 • Dec 15Here's What's Concerning About Izumi's (TSE:8273) Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...分析記事 • Nov 20Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 29th of May. This makes...Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 6.9% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 11Izumi Co., Ltd. to Report Q3, 2026 Results on Jan 13, 2026Izumi Co., Ltd. announced that they will report Q3, 2026 results on Jan 13, 2026Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥57.13 (vs JP¥59.02 in 2Q 2025)Second quarter 2026 results: EPS: JP¥57.13 (down from JP¥59.02 in 2Q 2025). Revenue: JP¥159.0b (up 22% from 2Q 2025). Net income: JP¥4.04b (down 4.4% from 2Q 2025). Profit margin: 2.5% (down from 3.3% in 2Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Aug 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November. The...お知らせ • Aug 27Izumi Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Izumi Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).分析記事 • Jul 18Some Investors May Be Willing To Look Past Izumi's (TSE:8273) Soft EarningsIzumi Co., Ltd.'s ( TSE:8273 ) earnings announcement last week didn't impress shareholders. However, our analysis...分析記事 • Jul 17Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of...Reported Earnings • Jul 12First quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.99 in 1Q 2025)First quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.99 in 1Q 2025). Revenue: JP¥122.1b (up 12% from 1Q 2025). Net income: JP¥4.05b (up 2.8% from 1Q 2025). Profit margin: 3.3% (down from 3.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Jul 08Is There An Opportunity With Izumi Co., Ltd.'s (TSE:8273) 43% Undervaluation?Key Insights Izumi's estimated fair value is JP¥6,087 based on 2 Stage Free Cash Flow to Equity Izumi's JP¥3,453 share...分析記事 • Jun 23Izumi (TSE:8273) Has Announced A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November...Board Change • Jun 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Masahiro Nishikawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 06Izumi Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Izumi Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025お知らせ • Apr 14+ 3 more updatesIzumi Co., Ltd., Annual General Meeting, May 28, 2025Izumi Co., Ltd., Annual General Meeting, May 28, 2025.お知らせ • Mar 21Izumi Co., Ltd. Announces Board and Management ChangesIzumi Co., Ltd. announced Changes in Directors (effective on April 1, 2025): Daisuke Yamanishi, Former Position- Director and Corporate Planning Division Manager, New Position- Deputy President and Director. Retiring Director (effective May 28, 2025): Tatsuya Mikamoto, Deputy President and Director. Hiroshi Kuromoto, Director, Development Division Manager.Upcoming Dividend • Feb 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).分析記事 • Feb 13Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 30th of May. Based on this...お知らせ • Feb 13Izumi Co., Ltd. to Report Fiscal Year 2025 Final Results on Apr 14, 2025Izumi Co., Ltd. announced that they will report fiscal year 2025 final results on Apr 14, 2025Price Target Changed • Jan 21Price target decreased by 7.4% to JP¥3,733Down from JP¥4,033, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥3,011. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥240 for next year compared to JP¥286 last year.分析記事 • Jan 18Izumi Co., Ltd. (TSE:8273) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIzumi Co., Ltd. ( TSE:8273 ) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to...分析記事 • Jan 16Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of May. Based on...Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥51.74 (vs JP¥56.84 in 3Q 2024)Third quarter 2025 results: EPS: JP¥51.74 (down from JP¥56.84 in 3Q 2024). Revenue: JP¥134.6b (up 21% from 3Q 2024). Net income: JP¥3.70b (down 8.9% from 3Q 2024). Profit margin: 2.8% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Jan 02Izumi (TSE:8273) Is Paying Out A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. The dividend yield will be 2.8% based on...分析記事 • Dec 19Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend on the 30th of May, with investors...分析記事 • Dec 05Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. Based on this payment, the dividend...お知らせ • Nov 27Izumi Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Izumi Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025分析記事 • Nov 21Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of...Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 30th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 8.4% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥59.02 (vs JP¥68.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥59.02 (down from JP¥68.95 in 2Q 2024). Revenue: JP¥129.9b (up 9.1% from 2Q 2024). Net income: JP¥4.22b (down 14% from 2Q 2024). Profit margin: 3.3% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Oct 18Izumi Co., Ltd. Provides Dividend Guidance for Full Fiscal Year Ending February 28, 2025Izumi Co., Ltd. provided dividend guidance for full fiscal year ending February 28, 2025. For the period, the company expects to pay a dividend of JPY 45.00 per share against JPY 45.00 per share paid a year ago.分析記事 • Sep 25Izumi (TSE:8273) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Sep 11Izumi Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Izumi Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024Reported Earnings • Sep 07First quarter 2025 earnings released: EPS: JP¥54.99 (vs JP¥77.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥54.99 (down from JP¥77.33 in 1Q 2024). Revenue: JP¥94.8b (down 17% from 1Q 2024). Net income: JP¥3.93b (down 29% from 1Q 2024). Profit margin: 4.1% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Sep 04Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Izumi Co., Ltd. ( TSE:8273 ). Despite the soft profit...Major Estimate Revision • Sep 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥548.8b to JP¥506.6b. EPS estimate also fell from JP¥292 per share to JP¥256 per share. Net income forecast to grow 2.7% next year vs 7.9% growth forecast for Multiline Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,350. Share price was steady at JP¥3,415 over the past week.Upcoming Dividend • Aug 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Aug 08Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This will take the annual payment...Reported Earnings • Aug 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jul 30Izumi Co., Ltd. to Report Q1, 2025 Results on Aug 28, 2024Izumi Co., Ltd. announced that they will report Q1, 2025 results on Aug 28, 2024分析記事 • Jul 25Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 18th of November...分析記事 • Jul 11Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This makes the dividend yield 2.6...Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥495.1b to JP¥548.8b. EPS estimate fell from JP¥317 to JP¥292. Net income forecast to grow 2.0% next year vs 7.5% growth forecast for Multiline Retail industry in Japan. Consensus price target down from JP¥4,267 to JP¥4,100. Share price rose 2.8% to JP¥3,304 over the past week.New Risk • Jun 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 202% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.分析記事 • Jun 27Izumi (TSE:8273) Will Pay A Dividend Of ¥44.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥44.00 on the 18th of November. Based on this payment, the dividend...Declared Dividend • Jun 27Dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 29th August 2024 Payment date: 18th November 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.2% 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 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri on May 20, 2024.分析記事 • Apr 04Izumi (TSE:8273) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 20Izumi Co., Ltd.'s (TSE:8273) Price Is Right But Growth Is LackingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Izumi...分析記事 • Feb 27Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥44.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥44.00 per share on 27th of May. Based on this...Upcoming Dividend • Feb 21Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).お知らせ • Feb 11Izumi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024Izumi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024お知らせ • Jan 12Izumi Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending February 29, 2024Izumi Co., Ltd. provided year end dividend guidance for the fiscal year ending February 29, 2024. For the period, the company expected year end dividend of JPY 44 per share compared to JPY 44 per share paid a year ago.お知らせ • Jan 10Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥56.84 (vs JP¥64.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥56.84 (down from JP¥64.76 in 3Q 2023). Revenue: JP¥111.5b (up 1.5% from 3Q 2023). Net income: JP¥4.07b (down 12% from 3Q 2023). Profit margin: 3.6% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.お知らせ • Nov 11Izumi Co., Ltd. to Report Q3, 2024 Results on Jan 09, 2024Izumi Co., Ltd. announced that they will report Q3, 2024 results on Jan 09, 2024Price Target Changed • Oct 30Price target increased by 8.7% to JP¥4,567Up from JP¥4,200, the current price target is an average from 3 analysts. New target price is 23% above last closing price of JP¥3,700. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥324 last year.お知らせ • Oct 14+ 2 more updatesIzumi Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2024, Payable on November 17, 2023Izumi Co., Ltd. announced dividend of JPY 44.00 per share for the second quarter-end of the fiscal year ending February 28, 2024 against JPY 43.00 per share paid a year ago. Scheduled date to commence dividend payments is November 17, 2023.Price Target Changed • Oct 12Price target increased by 7.3% to JP¥4,433Up from JP¥4,133, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥3,880. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥283 for next year compared to JP¥324 last year.Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥68.95 (vs JP¥74.68 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.95 (down from JP¥74.68 in 2Q 2023). Revenue: JP¥119.0b (up 4.4% from 2Q 2023). Net income: JP¥4.93b (down 7.6% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail 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 remained flat.Upcoming Dividend • Aug 23Upcoming dividend of JP¥44.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).お知らせ • Aug 11Izumi Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023Izumi Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥77.33 (vs JP¥74.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.33 (up from JP¥74.08 in 1Q 2023). Revenue: JP¥114.3b (up 3.8% from 1Q 2023). Net income: JP¥5.53b (up 4.4% from 1Q 2023). Profit margin: 4.8% (in line with 1Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 14+ 2 more updatesIzumi Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Year Ending February 29, 2024Izumi Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and year ending February 29, 2024. For the six months ending August 31, 2023, the company expects operating revenue of JPY 230,300 million, operating profit of JPY 14,200 million and profit attributable to owners of parent of JPY 8,900 million or JPY 124.48 per share.For the year ending February 29, 2024, the company expects operating revenue of JPY 476,600 million, operating profit of JPY 31,000 million and profit attributable to owners of parent of JPY 19,100 million or JPY 267.15 per share.Reported Earnings • May 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail 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 remained flat.お知らせ • May 12Izumi Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Izumi Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Multiline Retail 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 3% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥43.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).お知らせ • Feb 15Izumi Co., Ltd. to Report Q4, 2023 Results on Apr 11, 2023Izumi Co., Ltd. announced that they will report Q4, 2023 results on Apr 11, 2023Reported Earnings • Jan 11Third quarter 2023 earnings released: EPS: JP¥64.76 (vs JP¥79.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.76 (down from JP¥79.07 in 3Q 2022). Revenue: JP¥109.9b (down 33% from 3Q 2022). Net income: JP¥4.63b (down 18% from 3Q 2022). Profit margin: 4.2% (up from 3.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Naomi Aoyama was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Nov 12Izumi Co., Ltd. to Report Q3, 2023 Results on Jan 10, 2023Izumi Co., Ltd. announced that they will report Q3, 2023 results on Jan 10, 2023株主還元8273JP Multiline RetailJP 市場7D2.5%4.7%-3.5%1Y-2.4%20.8%37.4%株主還元を見る業界別リターン: 8273過去 1 年間で20.8 % の収益を上げたJP Multiline Retail業界を下回りました。リターン対市場: 8273は、過去 1 年間で37.4 % のリターンを上げたJP市場を下回りました。価格変動Is 8273's price volatile compared to industry and market?8273 volatility8273 Average Weekly Movement3.3%Multiline Retail Industry Average Movement4.5%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 8273 、 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: 8273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19425,025Shigeki Machidawww.izumi.co.jp株式会社イズミは日本で総合スーパーを運営している。ショッピングセンター、総合スーパー、スーパーマーケットを通じて衣料品、家庭用品、食品を販売、輸入している。総合スーパーは「ゆめタウン」、近隣型ショッピングセンターは「ゆめモール」、スーパーマーケットは「ゆめマート」で展開している。また、クレジットカード、施設管理、建設、レストランサービスも提供している。同社は1942年に法人化され、広島に本社を置く。もっと見るIzumi Co., Ltd. 基礎のまとめIzumi の収益と売上を時価総額と比較するとどうか。8273 基礎統計学時価総額JP¥211.36b収益（TTM）JP¥17.15b売上高(TTM)JP¥514.12b12.3xPER（株価収益率0.4xP/Sレシオ8273 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8273 損益計算書（TTM）収益JP¥514.12b売上原価JP¥349.39b売上総利益JP¥164.73bその他の費用JP¥147.58b収益JP¥17.15b直近の収益報告May 31, 2026次回決算日該当なし一株当たり利益（EPS）81.63グロス・マージン32.04%純利益率3.34%有利子負債／自己資本比率37.5%8273 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3.0%現在の配当利回り37%配当性向8273 配当は確実ですか？8273 配当履歴とベンチマークを見る8273 、いつまでに購入すれば配当金を受け取れますか？Izumi 配当日配当落ち日Aug 28 2026配当支払日Nov 19 2026配当落ちまでの日数40 days配当支払日までの日数123 days8273 配当は確実ですか？8273 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2026/07/17 17:33終値2026/07/17 00:00収益2026/05/31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Izumi Co., Ltd. 4 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。8 アナリスト機関Takashi YanahiraCitigroup IncEmiri ShigeokaDaiwa Securities Co. Ltd.Mikihiko YamatoHaitong International Research Limited5 その他のアナリストを表示
Reported Earnings • Jul 16First quarter 2027 earnings released: EPS: JP¥21.55 (vs JP¥18.97 in 1Q 2026)First quarter 2027 results: EPS: JP¥21.55 (up from JP¥18.97 in 1Q 2026). Revenue: JP¥140.3b (up 15% from 1Q 2026). Net income: JP¥4.53b (up 12% from 1Q 2026). Profit margin: 3.2% (down from 3.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.
Declared Dividend • Jun 12Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 19th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% 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 63% over the next 3 years. Since a fall of 35% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
お知らせ • May 07Izumi Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026Izumi Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥238 (up from JP¥55.53 in FY 2025). Revenue: JP¥569.3b (up 8.6% from FY 2025). Net income: JP¥16.8b (up 41% from FY 2025). Profit margin: 3.0% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail 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 remained flat.
お知らせ • Apr 14Izumi Co., Ltd., Annual General Meeting, May 27, 2026Izumi Co., Ltd., Annual General Meeting, May 27, 2026.
Reported Earnings • Jul 16First quarter 2027 earnings released: EPS: JP¥21.55 (vs JP¥18.97 in 1Q 2026)First quarter 2027 results: EPS: JP¥21.55 (up from JP¥18.97 in 1Q 2026). Revenue: JP¥140.3b (up 15% from 1Q 2026). Net income: JP¥4.53b (up 12% from 1Q 2026). Profit margin: 3.2% (down from 3.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.
Declared Dividend • Jun 12Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 19th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% 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 63% over the next 3 years. Since a fall of 35% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
お知らせ • May 07Izumi Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026Izumi Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥238 (up from JP¥55.53 in FY 2025). Revenue: JP¥569.3b (up 8.6% from FY 2025). Net income: JP¥16.8b (up 41% from FY 2025). Profit margin: 3.0% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail 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 remained flat.
お知らせ • Apr 14Izumi Co., Ltd., Annual General Meeting, May 27, 2026Izumi Co., Ltd., Annual General Meeting, May 27, 2026.
お知らせ • Apr 07Izumi Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Izumi Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
お知らせ • Mar 23Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)
New Risk • Feb 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 8.6% 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: Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).
Upcoming Dividend • Feb 19Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
分析記事 • Jan 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 29th of May. This means the annual payment is 2.9% of...
分析記事 • Jan 20Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Izumi Co., Ltd.'s ( TSE:8273 ) lackluster earnings report last week. We did some...
Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥42.71 (vs JP¥26.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥42.71 (up from JP¥26.30 in 3Q 2025). Revenue: JP¥136.0b (up 5.9% from 3Q 2025). Net income: JP¥3.02b (up 60% from 3Q 2025). Profit margin: 2.2% (up from 1.5% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jan 14Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥2,232 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥2,232 million. The shares will be repurchased at a price of ¥3,720 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.
分析記事 • Jan 13Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...
お知らせ • Jan 13Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥1,824 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥1,824 million. The shares will be repurchased at ¥3040 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. The program is valid till January 14, 2026. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.
分析記事 • Dec 15Here's What's Concerning About Izumi's (TSE:8273) Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 • Nov 20Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 29th of May. This makes...
Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 6.9% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 11Izumi Co., Ltd. to Report Q3, 2026 Results on Jan 13, 2026Izumi Co., Ltd. announced that they will report Q3, 2026 results on Jan 13, 2026
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥57.13 (vs JP¥59.02 in 2Q 2025)Second quarter 2026 results: EPS: JP¥57.13 (down from JP¥59.02 in 2Q 2025). Revenue: JP¥159.0b (up 22% from 2Q 2025). Net income: JP¥4.04b (down 4.4% from 2Q 2025). Profit margin: 2.5% (down from 3.3% in 2Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November. The...
お知らせ • Aug 27Izumi Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Izumi Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
分析記事 • Jul 18Some Investors May Be Willing To Look Past Izumi's (TSE:8273) Soft EarningsIzumi Co., Ltd.'s ( TSE:8273 ) earnings announcement last week didn't impress shareholders. However, our analysis...
分析記事 • Jul 17Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of...
Reported Earnings • Jul 12First quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.99 in 1Q 2025)First quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.99 in 1Q 2025). Revenue: JP¥122.1b (up 12% from 1Q 2025). Net income: JP¥4.05b (up 2.8% from 1Q 2025). Profit margin: 3.3% (down from 3.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 08Is There An Opportunity With Izumi Co., Ltd.'s (TSE:8273) 43% Undervaluation?Key Insights Izumi's estimated fair value is JP¥6,087 based on 2 Stage Free Cash Flow to Equity Izumi's JP¥3,453 share...
分析記事 • Jun 23Izumi (TSE:8273) Has Announced A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November...
Board Change • Jun 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Masahiro Nishikawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 06Izumi Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Izumi Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025
お知らせ • Apr 14+ 3 more updatesIzumi Co., Ltd., Annual General Meeting, May 28, 2025Izumi Co., Ltd., Annual General Meeting, May 28, 2025.
お知らせ • Mar 21Izumi Co., Ltd. Announces Board and Management ChangesIzumi Co., Ltd. announced Changes in Directors (effective on April 1, 2025): Daisuke Yamanishi, Former Position- Director and Corporate Planning Division Manager, New Position- Deputy President and Director. Retiring Director (effective May 28, 2025): Tatsuya Mikamoto, Deputy President and Director. Hiroshi Kuromoto, Director, Development Division Manager.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
分析記事 • Feb 13Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 30th of May. Based on this...
お知らせ • Feb 13Izumi Co., Ltd. to Report Fiscal Year 2025 Final Results on Apr 14, 2025Izumi Co., Ltd. announced that they will report fiscal year 2025 final results on Apr 14, 2025
Price Target Changed • Jan 21Price target decreased by 7.4% to JP¥3,733Down from JP¥4,033, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥3,011. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥240 for next year compared to JP¥286 last year.
分析記事 • Jan 18Izumi Co., Ltd. (TSE:8273) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIzumi Co., Ltd. ( TSE:8273 ) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to...
分析記事 • Jan 16Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of May. Based on...
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥51.74 (vs JP¥56.84 in 3Q 2024)Third quarter 2025 results: EPS: JP¥51.74 (down from JP¥56.84 in 3Q 2024). Revenue: JP¥134.6b (up 21% from 3Q 2024). Net income: JP¥3.70b (down 8.9% from 3Q 2024). Profit margin: 2.8% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Jan 02Izumi (TSE:8273) Is Paying Out A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. The dividend yield will be 2.8% based on...
分析記事 • Dec 19Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend on the 30th of May, with investors...
分析記事 • Dec 05Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. Based on this payment, the dividend...
お知らせ • Nov 27Izumi Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Izumi Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
分析記事 • Nov 21Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of...
Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 30th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 8.4% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥59.02 (vs JP¥68.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥59.02 (down from JP¥68.95 in 2Q 2024). Revenue: JP¥129.9b (up 9.1% from 2Q 2024). Net income: JP¥4.22b (down 14% from 2Q 2024). Profit margin: 3.3% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Oct 18Izumi Co., Ltd. Provides Dividend Guidance for Full Fiscal Year Ending February 28, 2025Izumi Co., Ltd. provided dividend guidance for full fiscal year ending February 28, 2025. For the period, the company expects to pay a dividend of JPY 45.00 per share against JPY 45.00 per share paid a year ago.
分析記事 • Sep 25Izumi (TSE:8273) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Sep 11Izumi Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Izumi Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
Reported Earnings • Sep 07First quarter 2025 earnings released: EPS: JP¥54.99 (vs JP¥77.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥54.99 (down from JP¥77.33 in 1Q 2024). Revenue: JP¥94.8b (down 17% from 1Q 2024). Net income: JP¥3.93b (down 29% from 1Q 2024). Profit margin: 4.1% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Sep 04Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Izumi Co., Ltd. ( TSE:8273 ). Despite the soft profit...
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥548.8b to JP¥506.6b. EPS estimate also fell from JP¥292 per share to JP¥256 per share. Net income forecast to grow 2.7% next year vs 7.9% growth forecast for Multiline Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,350. Share price was steady at JP¥3,415 over the past week.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Aug 08Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This will take the annual payment...
Reported Earnings • Aug 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jul 30Izumi Co., Ltd. to Report Q1, 2025 Results on Aug 28, 2024Izumi Co., Ltd. announced that they will report Q1, 2025 results on Aug 28, 2024
分析記事 • Jul 25Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 18th of November...
分析記事 • Jul 11Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This makes the dividend yield 2.6...
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥495.1b to JP¥548.8b. EPS estimate fell from JP¥317 to JP¥292. Net income forecast to grow 2.0% next year vs 7.5% growth forecast for Multiline Retail industry in Japan. Consensus price target down from JP¥4,267 to JP¥4,100. Share price rose 2.8% to JP¥3,304 over the past week.
New Risk • Jun 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 202% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.
分析記事 • Jun 27Izumi (TSE:8273) Will Pay A Dividend Of ¥44.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥44.00 on the 18th of November. Based on this payment, the dividend...
Declared Dividend • Jun 27Dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 29th August 2024 Payment date: 18th November 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.2% 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 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri on May 20, 2024.
分析記事 • Apr 04Izumi (TSE:8273) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Mar 20Izumi Co., Ltd.'s (TSE:8273) Price Is Right But Growth Is LackingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Izumi...
分析記事 • Feb 27Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥44.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥44.00 per share on 27th of May. Based on this...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
お知らせ • Feb 11Izumi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024Izumi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024
お知らせ • Jan 12Izumi Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending February 29, 2024Izumi Co., Ltd. provided year end dividend guidance for the fiscal year ending February 29, 2024. For the period, the company expected year end dividend of JPY 44 per share compared to JPY 44 per share paid a year ago.
お知らせ • Jan 10Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.
Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥56.84 (vs JP¥64.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥56.84 (down from JP¥64.76 in 3Q 2023). Revenue: JP¥111.5b (up 1.5% from 3Q 2023). Net income: JP¥4.07b (down 12% from 3Q 2023). Profit margin: 3.6% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
お知らせ • Nov 11Izumi Co., Ltd. to Report Q3, 2024 Results on Jan 09, 2024Izumi Co., Ltd. announced that they will report Q3, 2024 results on Jan 09, 2024
Price Target Changed • Oct 30Price target increased by 8.7% to JP¥4,567Up from JP¥4,200, the current price target is an average from 3 analysts. New target price is 23% above last closing price of JP¥3,700. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥324 last year.
お知らせ • Oct 14+ 2 more updatesIzumi Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2024, Payable on November 17, 2023Izumi Co., Ltd. announced dividend of JPY 44.00 per share for the second quarter-end of the fiscal year ending February 28, 2024 against JPY 43.00 per share paid a year ago. Scheduled date to commence dividend payments is November 17, 2023.
Price Target Changed • Oct 12Price target increased by 7.3% to JP¥4,433Up from JP¥4,133, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥3,880. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥283 for next year compared to JP¥324 last year.
Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥68.95 (vs JP¥74.68 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.95 (down from JP¥74.68 in 2Q 2023). Revenue: JP¥119.0b (up 4.4% from 2Q 2023). Net income: JP¥4.93b (down 7.6% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail 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 remained flat.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥44.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
お知らせ • Aug 11Izumi Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023Izumi Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥77.33 (vs JP¥74.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.33 (up from JP¥74.08 in 1Q 2023). Revenue: JP¥114.3b (up 3.8% from 1Q 2023). Net income: JP¥5.53b (up 4.4% from 1Q 2023). Profit margin: 4.8% (in line with 1Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 14+ 2 more updatesIzumi Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Year Ending February 29, 2024Izumi Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and year ending February 29, 2024. For the six months ending August 31, 2023, the company expects operating revenue of JPY 230,300 million, operating profit of JPY 14,200 million and profit attributable to owners of parent of JPY 8,900 million or JPY 124.48 per share.For the year ending February 29, 2024, the company expects operating revenue of JPY 476,600 million, operating profit of JPY 31,000 million and profit attributable to owners of parent of JPY 19,100 million or JPY 267.15 per share.
Reported Earnings • May 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail 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 remained flat.
お知らせ • May 12Izumi Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Izumi Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023
Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Multiline Retail 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 3% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥43.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
お知らせ • Feb 15Izumi Co., Ltd. to Report Q4, 2023 Results on Apr 11, 2023Izumi Co., Ltd. announced that they will report Q4, 2023 results on Apr 11, 2023
Reported Earnings • Jan 11Third quarter 2023 earnings released: EPS: JP¥64.76 (vs JP¥79.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.76 (down from JP¥79.07 in 3Q 2022). Revenue: JP¥109.9b (down 33% from 3Q 2022). Net income: JP¥4.63b (down 18% from 3Q 2022). Profit margin: 4.2% (up from 3.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Naomi Aoyama was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Nov 12Izumi Co., Ltd. to Report Q3, 2023 Results on Jan 10, 2023Izumi Co., Ltd. announced that they will report Q3, 2023 results on Jan 10, 2023
