LY Corporation

TSE:4689 주식 리포트

시가총액: JP¥2.8t

LY 배당 및 자사주 매입

배당 기준 점검 4/6

LY 수익으로 충분히 충당되는 현재 수익률 2.69% 보유한 배당금 지급 회사입니다. 다음 지급일은 5th June, 2026 이며 배당락일은 다음과 같습니다. 30th March, 2026.

핵심 정보

2.7%

배당 수익률

5.3%

자사주 매입 수익률

총 주주 수익률8.0%
미래 배당 수익률2.4%
배당 성장률-4.9%
다음 배당 지급일05 Jun 26
배당락일30 Mar 26
주당 배당금n/a
배당 성향26%

최근 배당 및 자사주 매입 업데이트

분석 기사 Feb 06

LY's (TSE:4689) Dividend Will Be Increased To ¥7.30

LY Corporation ( TSE:4689 ) has announced that it will be increasing its dividend from last year's comparable payment...
분석 기사 Jan 23

LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

The board of LY Corporation ( TSE:4689 ) has announced that it will be paying its dividend of ¥7.30 on the 5th of June...
분석 기사 Dec 26

LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

LY Corporation's ( TSE:4689 ) dividend will be increasing from last year's payment of the same period to ¥7.30 on 5th...
분석 기사 Nov 07

LY (TSE:4689) Is Increasing Its Dividend To ¥7.30

LY Corporation ( TSE:4689 ) has announced that it will be increasing its periodic dividend on the 5th of June to ¥7.30...

Recent updates

내러티브 업데이트 May 20

4689: Neutral Research And Governance Changes Will Shape Balanced Future Outlook

Analysts have adjusted their price target for LY to ¥420 from ¥460, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a slightly lower future P/E following recent Neutral-rated Street research. Analyst Commentary Recent Street research, including the Neutral reinstatement at Goldman Sachs, points to mixed sentiment on LY, with a clear tilt toward caution around valuation, execution, and growth visibility.
내러티브 업데이트 Apr 24

4689: Governance Review And Outage Resolution Will Support Long Term Upside

Analysts have trimmed their price target on LY slightly to ¥519 from about ¥522, reflecting small updates to fair value inputs, discount rate, revenue growth, profit margin and assumed future P/E. What's in the News A board meeting is scheduled for April 6, 2026, to review a change in Representative Director along with candidates for Directors and a Substitute Director serving on the Audit and Supervisory Committee.
내러티브 업데이트 Apr 09

4689: System Outage And Board Changes Will Set Up Long Run Upside

Analysts have trimmed their price target on LY from ¥540.82 to ¥522.00 as updated assumptions for discount rate, revenue growth, profit margin and forward P/E are reflected in their models. What's in the News LY Corporation has scheduled a board meeting for April 6, 2026, to consider a change in Representative Director and to review candidates for Directors and a Substitute Director serving on the Audit and Supervisory Committee (company event filing).
내러티브 업데이트 Mar 26

4689: System Outage Impact Will Set Up Attractive Long Run Upside

Analysts have trimmed their price target for LY slightly to align more closely with a fair value of about ¥541, reflecting updated views on growth, margins, and a modestly lower future P/E multiple. What's in the News LY Corporation revised its financial guidance for the fiscal year ending March 31, 2026, now expecting revenue of ¥2,000,000 million, compared with previous guidance of ¥2,100,000 million (Key Developments).
내러티브 업데이트 Mar 11

4689: Planned Merger Will Offset System Outage And Support Long-Term Upside

Analysts have adjusted their price target on LY slightly lower from ¥557 to ¥547. This reflects modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 Feb 25

4689: Planned Merger And System Outage Impact Will Create Long-Term Upside

Analysts have slightly reduced their price target on LY to ¥557, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E that keep their fair value view broadly in line with previous estimates. What's in the News LY cut its financial guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,000,000 million, compared with previous guidance of ¥2,100,000 million, citing the impact of an October 2025 system outage at ASKUL Corporation on full year consolidated revenue (Key Developments).
분석 기사 Feb 11

There May Be Underlying Issues With The Quality Of LY's (TSE:4689) Earnings

Unsurprisingly, LY Corporation's ( TSE:4689 ) stock price was strong on the back of its healthy earnings report...
내러티브 업데이트 Feb 10

4689: Fair Outlook Will Balance System Outage Impact And Subsidiary Merger

Analysts now place LY's price target at $460, up from about $435. This reflects refreshed assumptions around slightly higher revenue growth, a lower profit margin, a higher discount rate, and a higher future P/E.
분석 기사 Feb 08

Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results

Investors in LY Corporation ( TSE:4689 ) had a good week, as its shares rose 6.7% to close at JP¥423 following the...
분석 기사 Feb 06

LY's (TSE:4689) Dividend Will Be Increased To ¥7.30

LY Corporation ( TSE:4689 ) has announced that it will be increasing its dividend from last year's comparable payment...
내러티브 업데이트 Jan 26

4689: Planned Merger And Higher Dividend Commitment Will Support Long-Term Upside

Analysts have nudged their price target on LY slightly higher to around $557 per share, reflecting updated assumptions for the discount rate and future P/E, while leaving their overall fair value view broadly unchanged. What's in the News A board meeting is scheduled for December 23, 2025, to approve an absorption-type merger of wholly owned subsidiary LINE Pay Corporation.
분석 기사 Jan 23

LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

The board of LY Corporation ( TSE:4689 ) has announced that it will be paying its dividend of ¥7.30 on the 5th of June...
분석 기사 Jan 13

Return Trends At LY (TSE:4689) 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...
내러티브 업데이트 Jan 12

4689: Planned Merger And Higher Dividend Policy Will Support Long-Term Upside

Analysts have modestly lifted their price target on LY to reflect a slightly higher assumed P/E multiple, along with small tweaks to the discount rate, revenue growth, and profit margin expectations. This has resulted in a refined valuation now framed around an updated fair value of $557.38.
분석 기사 Dec 26

LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

LY Corporation's ( TSE:4689 ) dividend will be increasing from last year's payment of the same period to ¥7.30 on 5th...
분석 기사 Dec 23

Do LY's (TSE:4689) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 Dec 19

4689: Higher Dividends And Robust Payout Policy Will Support Long-Term Upside

Analysts made a modest downward revision to their price target on LY to approximately $557 from about $558, reflecting slightly lower fair value estimates driven by incremental tweaks to the discount rate, long term revenue growth, and profit margin assumptions. What's in the News LY Corporation raised its dividend guidance for the fiscal year ending March 31, 2026 to JPY 7.30 per share, up from JPY 7.00 per share.
내러티브 업데이트 Dec 05

4689: Future Shareholder Returns And Dividend Increases Will Drive Long-Term Upside

Analysts have trimmed their price target on LY by approximately $25 per share. This reflects a slightly higher assumed discount rate, marginally slower long term revenue growth expectations, and a modestly lower future earnings multiple, partly offset by a small improvement in projected profit margins.
분석 기사 Nov 24

LY (TSE:4689) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Nov 07

LY (TSE:4689) Is Increasing Its Dividend To ¥7.30

LY Corporation ( TSE:4689 ) has announced that it will be increasing its periodic dividend on the 5th of June to ¥7.30...
분석 기사 Nov 02

LY Corporation's (TSE:4689) Price In Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 20.6x LY Corporation ( TSE:4689 ) may be sending bearish signals at the...
내러티브 업데이트 Oct 23

Analysts Maintain LY Price Target as Valuation Metrics Remain Steady Amid Recent Company Updates

Narrative Update: Analyst Price Target Adjustment for LY Analysts have maintained their price target for LY at $582.93, citing steady projections for revenue growth and profit margins with only minor adjustments to risk assumptions. What's in the News A board meeting is scheduled for September 11, 2025 to consider making LINE MAN CORPORATION PTE.
분석 기사 Oct 19

A Look At The Intrinsic Value Of LY Corporation (TSE:4689)

Key Insights Using the 2 Stage Free Cash Flow to Equity, LY fair value estimate is JP¥483 LY's JP¥440 share price...
내러티브 업데이트 Oct 09

AI Personalization And Revamped LINE Will Unlock Digital Opportunities

Analysts have raised their price target for LY from $567.40 to $582.93, citing expectations for slightly higher revenue growth and a modestly lower discount rate. What's in the News LY Corporation will hold a Board Meeting on September 11, 2025 to consider making LINE MAN CORPORATION PTE.
분석 기사 Oct 05

LY (TSE:4689) Hasn't Managed To Accelerate Its Returns

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
내러티브 업데이트 Sep 11

AI Personalization And Revamped LINE Will Unlock Digital Opportunities

The marginal reduction in LY's consensus price target from ¥573 to ¥567 reflects minor decreases in both the discount rate and net profit margin, indicating limited changes to the company’s valuation outlook. What's in the News Board meetings were held to consider and later revise the scheduled cancellation date of treasury shares.
분석 기사 Aug 06

LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next

TSE:4689 1 Year Share Price vs Fair Value Explore LY's Fair Values from the Community and select yours There's been a...
분석 기사 Aug 03

These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jul 20

Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?

Key Insights The projected fair value for LY is JP¥1,006 based on 2 Stage Free Cash Flow to Equity LY is estimated to...
분석 기사 Jul 07

The Price Is Right For LY Corporation (TSE:4689)

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider LY...
분석 기사 Jun 19

Returns On Capital At LY (TSE:4689) Have Hit The Brakes

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
새로운 내러티브 Nov 07

The Future Of Digital Transformation And Financial Growth Brings Optimism

Focus on Official Accounts and MINI Apps aims to boost revenue through digital transformation and improved customer experience.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 4689 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: 4689 의 배당금 지급은 지난 10 년 동안 증가했습니다.


배당 수익률 vs 시장

LY 배당 수익률 vs 시장
4689의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (4689)2.7%
시장 하위 25% (JP)1.7%
시장 상위 25% (JP)3.7%
업계 평균 (Interactive Media and Services)2.5%
분석가 예측 (4689) (최대 3년)2.4%

주목할만한 배당금: 4689 의 배당금( 2.69% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.72% )보다 높습니다.

고배당: 4689 의 배당금( 2.69% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.74% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 26.1% )로 4689 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 11.4% )이 낮기 때문에 4689 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 08:02
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

LY Corporation는 25명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc