Samsung Electronics 配当と自社株買い
配当金 基準チェック /46
Samsung Electronicsは配当を支払う会社で、現在の利回りは0.84%ですが、利益によって十分にカバーされています。次の支払い日は 29th May, 2026で、権利落ち日は30th March, 2026 。
主要情報
0.8%
配当利回り
0.7%
バイバック利回り
| 総株主利回り | 1.6% |
| 将来の配当利回り | 0.6% |
| 配当成長 | 8.5% |
| 次回配当支払日 | 29 May 26 |
| 配当落ち日 | 30 Mar 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 10% |
最近の配当と自社株買いの更新
Recent updates
ナラティブ更新 • May 06
A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks
Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.
ナラティブ更新 • Apr 21
A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power
Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.
ナラティブ更新 • Apr 06
A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns
Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.ナラティブ更新 • Mar 23
A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism
Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
新しいナラティブ • Mar 20
Riding the AI memory boom
Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.ナラティブ更新 • Mar 09
A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing
Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.ナラティブ更新 • Feb 22
A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns
Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.
新しいナラティブ • Feb 22
Samsung Electronics (005930.KS) The Empire Strikes Back: Samsung’s HBM4 Breakthrough
Samsung Electronics is currently staging what analysts are calling the "Great Recovery," with shares trading at ₩84,200 on the Korea Exchange as of late February 2026. After a bruising 2025 where it trailed SK Hynix in the High Bandwidth Memory (HBM) race, Samsung has officially cleared the final qualification hurdles for its HBM4 modules with NVIDIA and AMD.ナラティブ更新 • Feb 08
A005930: Tight DRAM Supply And AI Demand Will Support Future Returns
Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.ナラティブ更新 • Jan 25
A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability
Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.ナラティブ更新 • Jan 10
A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing
Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.分析記事 • Jan 05
After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar
Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...ナラティブ更新 • Dec 27
A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing
Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.ナラティブ更新 • Dec 13
A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades
Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.ナラティブ更新 • Nov 29
A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher
Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.ナラティブ更新 • Nov 15
A005930: Memory Chip Price Hikes Will Drive Share Price Upside
Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.ナラティブ更新 • Oct 31
A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery
Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.ナラティブ更新 • Oct 17
AI And Memory Demand Will Catalyze Semiconductor Turnaround
Analysts have raised Samsung Electronics' fair value price target from approximately ₩92,645 to ₩105,207. They cite the company's recent large contract wins and a sustained upturn in the DRAM market as key drivers behind the upgrade.ナラティブ更新 • Oct 03
AI And Memory Demand Will Catalyze Semiconductor Turnaround
Samsung Electronics' analyst price target has been raised from approximately ₩83,700 to ₩92,600. This change reflects improved sentiment driven by a major contract win, expectations of higher revenue growth and profit margins, and a positive outlook for the DRAM market according to analysts.分析記事 • Oct 01
Earnings Not Telling The Story For Samsung Electronics Co., Ltd. (KRX:005930) After Shares Rise 27%
Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...ナラティブ更新 • Sep 16
AI And Memory Demand Will Catalyze Semiconductor Turnaround
Analysts raised Samsung Electronics’ price target from ₩82,693 to ₩83,723, citing a $16.5B Tesla contract win and a robust DRAM upcycle that outweigh ongoing smartphone market headwinds. Analyst Commentary The $16.5B Tesla contract win is expected to significantly boost Samsung's Foundry division through increased utilization rates and enhance its track record for securing future large-scale projects.分析記事 • Aug 17
Is Samsung Electronics (KRX:005930) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jul 22
Samsung Electronics Co., Ltd.'s (KRX:005930) Business Is Yet to Catch Up With Its Share Price
It's not a stretch to say that Samsung Electronics Co., Ltd.'s ( KRX:005930 ) price-to-earnings (or "P/E") ratio of...分析記事 • Jul 06
Return Trends At Samsung Electronics (KRX:005930) Aren't Appealing
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...決済の安定と成長
配当データの取得
安定した配当: A005930の1株当たり配当金は過去10年間安定しています。
増加する配当: A005930の配当金は過去10年間にわたって増加しています。
配当利回り対市場
| Samsung Electronics 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (A005930) | 0.8% |
| 市場下位25% (KR) | 0.9% |
| 市場トップ25% (KR) | 3.5% |
| 業界平均 (Tech) | 0.8% |
| アナリスト予想 (A005930) (最長3年) | 0.6% |
注目すべき配当: A005930の配当金 ( 0.84% ) はKR市場の配当金支払者の下位 25% ( 0.94% ) と比べると目立ったものではありません。
高配当: A005930の配当金 ( 0.84% ) はKR市場の配当金支払者の上位 25% ( 3.52% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: A005930 の配当性向 (10.4%) は低いため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: A005930の 現金配当性向 ( 29% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/09 22:38 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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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
Samsung Electronics Co., Ltd. 35 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。62
| アナリスト | 機関 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |