View Financial HealthSHIMAMURA 배당 및 자사주 매입배당 기준 점검 3/6SHIMAMURA 수익으로 충분히 충당되는 현재 수익률 2.39% 보유한 배당금 지급 회사입니다. 다음 지급일은 2nd November, 2026 이며 배당락일은 다음과 같습니다. 19th August, 2026.핵심 정보2.4%배당 수익률6.6%자사주 매입 수익률총 주주 수익률9.0%미래 배당 수익률2.7%배당 성장률7.0%다음 배당 지급일02 Nov 26배당락일19 Aug 26주당 배당금n/a배당 성향33%최근 배당 및 자사주 매입 업데이트Declared Dividend • Jun 17Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 19th August 2026 Payment date: 2nd November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 60% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.Upcoming Dividend • Feb 12Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).공고 • Jan 27SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million.SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury.Declared Dividend • Nov 01First half dividend of JP¥105 announcedShareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Aug 17SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...분석 기사 • Aug 03SHIMAMURA (TSE:8227) Is Due To Pay A Dividend Of ¥100.00SHIMAMURA Co., Ltd.'s ( TSE:8227 ) investors are due to receive a payment of ¥100.00 per share on 31st of October. This...모든 업데이트 보기Recent updates공고 • Jul 09SHIMAMURA Co., Ltd. to Report Q2, 2027 Results on Sep 28, 2026SHIMAMURA Co., Ltd. announced that they will report Q2, 2027 results on Sep 28, 2026분석 기사 • Jul 02SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsAs you might know, SHIMAMURA Co., Ltd. ( TSE:8227 ) recently reported its quarterly numbers. It looks like a credible...Reported Earnings • Jul 01First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: JP¥61.92 (up from JP¥48.98 in 1Q 2026). Revenue: JP¥182.0b (up 8.1% from 1Q 2026). Net income: JP¥12.9b (up 19% from 1Q 2026). Profit margin: 7.1% (up from 6.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 17Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 19th August 2026 Payment date: 2nd November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 60% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Apr 02Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥607 (up from JP¥190 in FY 2025). Revenue: JP¥701.4b (up 5.2% from FY 2025). Net income: JP¥44.5b (up 6.1% from FY 2025). Profit margin: 6.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 200%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 01Price target increased by 16% to JP¥4,068Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year.공고 • Mar 30SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026.Upcoming Dividend • Feb 12Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).공고 • Jan 29Shimamura Co., Ltd. Announces Board Changes , Effective February 21, 2026SHIMAMURA Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on January 26, 2026, to changes in Executive Officers. Name: Shintaro Seki; New Position and Assignment: Senior Executive Officer; Supervising General Administration; Department, and Accounting Department. Current Position and Assignment: Executive Officer; In charge of Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Name: Tsuyoki Saito; New Position and Assignment: Executive Officer; Supervising Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Current Position and Assignment:Executive Officer; Supervising Systems Department and E-Commerce Business. Name: Junji Ishibashi; New Position and Assignment: Executive Officer, In charge of Avail Business; Current Position and Assignment: General Manager of Shimamura Merchandise Department 4. Name: Kazuhide Yanagisawa; New Position and Assignment: Executive Officer, In charge of Divalo Business; Current Position and Assignment: General Manager of Chambre Merchandise Department 2. Name: Yuuki Endo; New Position and Assignment: Executive Officer, In charge of Systems Department; Current Position and Assignment: General Manager of Systems Department 2. Kiyoshi Fujioka, Executive Officer, will depart his position as Executive Officer effective February 21, 2026.분석 기사 • Jan 27SHIMAMURA Co., Ltd.'s (TSE:8227) Business Is Yet to Catch Up With Its Share PriceSHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 17.8x might make it look like a sell right now...공고 • Jan 27SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million.SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury.분석 기사 • Jan 09With EPS Growth And More, SHIMAMURA (TSE:8227) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Dec 24SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its third-quarter result this time last...Reported Earnings • Dec 23Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥167 (up from JP¥157 in 3Q 2025). Revenue: JP¥182.3b (up 8.8% from 3Q 2025). Net income: JP¥12.2b (up 6.0% from 3Q 2025). Profit margin: 6.7% (down from 6.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty 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 increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Dec 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to JP¥11,015. The fair value is estimated to be JP¥9,140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.분석 기사 • Dec 05Does This Valuation Of SHIMAMURA Co., Ltd. (TSE:8227) Imply Investors Are Overpaying?Key Insights Using the 2 Stage Free Cash Flow to Equity, SHIMAMURA fair value estimate is JP¥8,990 Current share price...Declared Dividend • Nov 01First half dividend of JP¥105 announcedShareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Oct 01Analyst Estimates: Here's What Brokers Think Of SHIMAMURA Co., Ltd. (TSE:8227) After Its Interim ReportShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its half-year result this time last week...Reported Earnings • Sep 30Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥165 (up from JP¥159 in 2Q 2025). Revenue: JP¥175.9b (up 5.6% from 2Q 2025). Net income: JP¥12.1b (up 3.7% from 2Q 2025). Profit margin: 6.9% (down from 7.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty 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 increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공고 • Sep 19SHIMAMURA Co., Ltd. to Report Q3, 2026 Results on Dec 22, 2025SHIMAMURA Co., Ltd. announced that they will report Q3, 2026 results on Dec 22, 2025분석 기사 • Sep 02Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...분석 기사 • Aug 17SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...분석 기사 • Aug 03SHIMAMURA (TSE:8227) Is Due To Pay A Dividend Of ¥100.00SHIMAMURA Co., Ltd.'s ( TSE:8227 ) investors are due to receive a payment of ¥100.00 per share on 31st of October. This...분석 기사 • Jul 20SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...공고 • Jul 15SHIMAMURA Co., Ltd. to Report Q2, 2026 Results on Sep 29, 2025SHIMAMURA Co., Ltd. announced that they will report Q2, 2026 results on Sep 29, 2025분석 기사 • Jul 06SHIMAMURA's (TSE:8227) Dividend Will Be ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This takes the dividend yield...분석 기사 • Jul 02Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...Reported Earnings • Jul 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥147 (up from JP¥142 in 1Q 2025). Revenue: JP¥168.4b (up 2.2% from 1Q 2025). Net income: JP¥10.8b (up 3.5% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 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 10%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty 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 increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jun 30+ 2 more updatesSHIMAMURA Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2026SHIMAMURA Co., Ltd. provided dividend guidance for the Fiscal year ending February 20, 2026. For the year, the company expects to pay dividend of JPY 105.00 per share against JPY 105.00 per share paid a year ago.분석 기사 • Jun 22SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This will take the dividend...Declared Dividend • Jun 21Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 19th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • May 20SHIMAMURA Co., Ltd.'s (TSE:8227) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...공고 • Apr 28SHIMAMURA Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025SHIMAMURA Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025분석 기사 • Apr 19Estimating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥9,308 based on 2 Stage Free Cash Flow to Equity With JP¥9,854...Buy Or Sell Opportunity • Apr 07Now 23% undervaluedOver the last 90 days, the stock has risen 3.4% to JP¥9,046. The fair value is estimated to be JP¥11,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.분석 기사 • Apr 03The SHIMAMURA Co., Ltd. (TSE:8227) Full-Year Results Are Out And Analysts Have Published New ForecastsInvestors in SHIMAMURA Co., Ltd. ( TSE:8227 ) had a good week, as its shares rose 9.5% to close at JP¥9,391 following...Reported Earnings • Apr 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥570 (up from JP¥545 in FY 2024). Revenue: JP¥666.7b (up 4.8% from FY 2024). Net income: JP¥41.9b (up 4.5% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty 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 increased by 17% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 31SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025.분석 기사 • Mar 24Investors Will Want SHIMAMURA's (TSE:8227) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to JP¥8,429. The fair value is estimated to be JP¥10,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.Upcoming Dividend • Feb 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).분석 기사 • Feb 04Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...공고 • Feb 03SHIMAMURA Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2025SHIMAMURA Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2025분석 기사 • Dec 27Earnings Update: SHIMAMURA Co., Ltd. (TSE:8227) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...Reported Earnings • Dec 26Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥157 (down from JP¥165 in 3Q 2024). Revenue: JP¥167.6b (up 2.7% from 3Q 2024). Net income: JP¥11.5b (down 4.7% from 3Q 2024). Profit margin: 6.9% (down from 7.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Dec 14SHIMAMURA's (TSE:8227) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Nov 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to JP¥7,987. The fair value is estimated to be JP¥6,556, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.분석 기사 • Nov 12Should You Be Adding SHIMAMURA (TSE:8227) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Declared Dividend • Nov 01First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Oct 29SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Dec 23, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Dec 23, 2024분석 기사 • Oct 18There's Reason For Concern Over SHIMAMURA Co., Ltd.'s (TSE:8227) PriceIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...분석 기사 • Oct 03Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...Declared Dividend • Oct 02First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥159 (up from JP¥149 in 2Q 2024). Revenue: JP¥166.5b (up 4.0% from 2Q 2024). Net income: JP¥11.7b (up 6.8% from 2Q 2024). Profit margin: 7.0% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Oct 01Calculating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥8,746 based on 2 Stage Free Cash Flow to Equity SHIMAMURA's...분석 기사 • Aug 30SHIMAMURA (TSE:8227) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Aug 13Does SHIMAMURA (TSE:8227) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Aug 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).공고 • Jul 25SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Sep 30, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Sep 30, 2024분석 기사 • Jun 26SHIMAMURA Co., Ltd. (TSE:8227) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearSHIMAMURA Co., Ltd. ( TSE:8227 ) came out with its first-quarter results last week, and we wanted to see how the...Reported Earnings • Jun 25First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥142 (up from JP¥136 in 1Q 2024). Revenue: JP¥164.8b (up 4.7% from 1Q 2024). Net income: JP¥10.4b (up 4.0% from 1Q 2024). Profit margin: 6.3% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jun 17SHIMAMURA Co., Ltd.'s (TSE:8227) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...Declared Dividend • Jun 06Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th August 2024 Payment date: 31st October 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.분석 기사 • May 30There's Been No Shortage Of Growth Recently For SHIMAMURA's (TSE:8227) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...분석 기사 • May 13Is There An Opportunity With SHIMAMURA Co., Ltd.'s (TSE:8227) 20% Undervaluation?Key Insights SHIMAMURA's estimated fair value is JP¥9,482 based on 2 Stage Free Cash Flow to Equity Current share price...Buy Or Sell Opportunity • May 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥7,674. The fair value is estimated to be JP¥9,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.공고 • Apr 22SHIMAMURA Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024SHIMAMURA Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024분석 기사 • Apr 04SHIMAMURA Co., Ltd. (TSE:8227) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a sad week for SHIMAMURA Co., Ltd. ( TSE:8227 ), who've watched their investment drop 10% to JP¥7,725 in the...공고 • Apr 02SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024.Reported Earnings • Apr 02Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥1,091 (up from JP¥517 in FY 2023). Revenue: JP¥636.5b (up 3.1% from FY 2023). Net income: JP¥40.1b (up 5.4% from FY 2023). Profit margin: 6.3% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty 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 only increased by 11% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 01Pinning Down SHIMAMURA Co., Ltd.'s (TSE:8227) P/E Is Difficult Right NowIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...Upcoming Dividend • Feb 12Upcoming dividend of JP¥140 per share at 1.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).공고 • Feb 01SHIMAMURA Co., Ltd. to Report Q4, 2024 Results on Apr 01, 2024SHIMAMURA Co., Ltd. announced that they will report Q4, 2024 results on Apr 01, 2024공고 • Dec 26Shimamura Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024SHIMAMURA Co., Ltd. provided dividend guidance for the fiscal Year ending February 20, 2024. For the year-end, company expects dividend of JPY 140.00 per share compared to JPY 140.00 per share a year ago.Reported Earnings • Dec 26Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥330 (up from JP¥302 in 3Q 2023). Revenue: JP¥163.2b (flat on 3Q 2023). Net income: JP¥12.1b (up 9.3% from 3Q 2023). Profit margin: 7.4% (up from 6.8% in 3Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.공고 • Oct 05+ 1 more updateShimamura Co., Ltd. Declares Dividend for the Second Quarter-End of the Year Ended February 20, 2024, Payable on October 31, 2023SHIMAMURA Co., Ltd. announced dividend of JPY 130.00 per share for the second quarter-end of year ended February 20,2024 against JPY 120.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments is October 31, 2023.Reported Earnings • Oct 05Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥297 (up from JP¥283 in 2Q 2023). Revenue: JP¥160.1b (up 5.1% from 2Q 2023). Net income: JP¥10.9b (up 5.0% from 2Q 2023). Profit margin: 6.8% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 10Upcoming dividend of JP¥130 per share at 1.8% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).공고 • Aug 08SHIMAMURA Co., Ltd. to Report Q2, 2024 Results on Oct 02, 2023SHIMAMURA Co., Ltd. announced that they will report Q2, 2024 results on Oct 02, 2023Reported Earnings • Jun 27First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥273 (down from JP¥278 in 1Q 2023). Revenue: JP¥157.4b (up 5.2% from 1Q 2023). Net income: JP¥10.0b (down 1.8% from 1Q 2023). Profit margin: 6.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 04Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥1,035 (up from JP¥964 in FY 2022). Revenue: JP¥617.5b (up 5.6% from FY 2022). Net income: JP¥38.0b (up 7.3% from FY 2022). Profit margin: 6.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 10Upcoming dividend of JP¥130 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공고 • Jan 24SHIMAMURA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2023SHIMAMURA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2023Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 8.5%. The fair value is estimated to be JP¥16,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 0.2% per annum over the same time period.공고 • Dec 27+ 1 more updateSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the year ending February 20, 2023. For the year, the company expects net sales to be JPY 606,608 million, operating profit to be JPY 52,058 million, ordinary profit to be JPY 52,998 million, profit attributable to owners of parent to be JPY 37,197 million and earnings per share to be JPY 1,012.16.Reported Earnings • Dec 27Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: JP¥302 (up from JP¥258 in 3Q 2022). Revenue: JP¥162.9b (up 6.8% from 3Q 2022). Net income: JP¥11.1b (up 17% from 3Q 2022). Profit margin: 6.8% (up from 6.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Oct 25SHIMAMURA Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022SHIMAMURA Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022Reported Earnings • Oct 05Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥283 (up from JP¥233 in 2Q 2022). Revenue: JP¥152.4b (up 7.1% from 2Q 2022). Net income: JP¥10.4b (up 22% from 2Q 2022). Profit margin: 6.8% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 11Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).공고 • Aug 02SHIMAMURA Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022SHIMAMURA Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022공고 • Jun 29+ 2 more updatesSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 20, 2022 and Full Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the Six months ending August 20, 2022 and Full year ending February 20, 2023. For the Six months, the company expected net sales of JPY 296,385 million, operating profit of JPY 25,598 million, profit attributable to owners of parent of JPY 18,263 million or JPY 496.95 per share.For the Full year, the company expected net sales of JPY 606,608 million, operating profit of JPY 52,058 million, profit attributable to owners of parent of JPY 37,197 million or JPY 1,012.16 per share.Reported Earnings • Jun 29First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: JP¥278 (up from JP¥242 in 1Q 2022). Revenue: JP¥149.7b (up 4.8% from 1Q 2022). Net income: JP¥10.2b (up 15% from 1Q 2022). Profit margin: 6.8% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.예정된 배당 지급오늘Jul 14 2026배당락일Aug 19 2026배당 지급일Nov 02 202675 days (배당락일 기준)다음 배당금을 받으려면 앞으로 36 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 8227 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 8227 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장SHIMAMURA 배당 수익률 vs 시장8227의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (8227)2.4%시장 하위 25% (JP)1.8%시장 상위 25% (JP)3.8%업계 평균 (Specialty Retail)1.3%분석가 예측 (8227) (최대 3년)2.7%주목할만한 배당금: 8227 의 배당금( 2.39% )은 JP 시장에서 배당금 지급자의 하위 25%( 1.81% )보다 높습니다.고배당: 8227 의 배당금( 2.39% )은 JP 시장에서 배당금 지급자의 상위 25%( 3.84% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 33.4% )로 8227 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 100.5% )이 높기 때문에 8227 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YJP 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/14 08:19종가2026/07/14 00:00수익2026/05/20연간 수익2026/02/20데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SHIMAMURA Co., Ltd.는 22명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Maki ShinozakiBarclaysArashi NishizawaBofA Global ResearchMitsuru TakayanagiCitigroup Inc19명의 분석가 더 보기
Declared Dividend • Jun 17Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 19th August 2026 Payment date: 2nd November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 60% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
공고 • Jan 27SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million.SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury.
Declared Dividend • Nov 01First half dividend of JP¥105 announcedShareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Aug 17SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...
분석 기사 • Aug 03SHIMAMURA (TSE:8227) Is Due To Pay A Dividend Of ¥100.00SHIMAMURA Co., Ltd.'s ( TSE:8227 ) investors are due to receive a payment of ¥100.00 per share on 31st of October. This...
공고 • Jul 09SHIMAMURA Co., Ltd. to Report Q2, 2027 Results on Sep 28, 2026SHIMAMURA Co., Ltd. announced that they will report Q2, 2027 results on Sep 28, 2026
분석 기사 • Jul 02SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsAs you might know, SHIMAMURA Co., Ltd. ( TSE:8227 ) recently reported its quarterly numbers. It looks like a credible...
Reported Earnings • Jul 01First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: JP¥61.92 (up from JP¥48.98 in 1Q 2026). Revenue: JP¥182.0b (up 8.1% from 1Q 2026). Net income: JP¥12.9b (up 19% from 1Q 2026). Profit margin: 7.1% (up from 6.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 17Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 19th August 2026 Payment date: 2nd November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 60% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Apr 02Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥607 (up from JP¥190 in FY 2025). Revenue: JP¥701.4b (up 5.2% from FY 2025). Net income: JP¥44.5b (up 6.1% from FY 2025). Profit margin: 6.3% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 200%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 01Price target increased by 16% to JP¥4,068Up from JP¥3,498, the current price target is an average from 11 analysts. New target price is 23% above last closing price of JP¥3,312. Stock is up 9.2% over the past year. The company is forecast to post earnings per share of JP¥203 for next year compared to JP¥190 last year.
공고 • Mar 30SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026SHIMAMURA Co., Ltd., Annual General Meeting, May 15, 2026.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥105 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
공고 • Jan 29Shimamura Co., Ltd. Announces Board Changes , Effective February 21, 2026SHIMAMURA Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on January 26, 2026, to changes in Executive Officers. Name: Shintaro Seki; New Position and Assignment: Senior Executive Officer; Supervising General Administration; Department, and Accounting Department. Current Position and Assignment: Executive Officer; In charge of Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Name: Tsuyoki Saito; New Position and Assignment: Executive Officer; Supervising Overseas Business, Chairman of Shimamura Co., Ltd. (Taiwan). Current Position and Assignment:Executive Officer; Supervising Systems Department and E-Commerce Business. Name: Junji Ishibashi; New Position and Assignment: Executive Officer, In charge of Avail Business; Current Position and Assignment: General Manager of Shimamura Merchandise Department 4. Name: Kazuhide Yanagisawa; New Position and Assignment: Executive Officer, In charge of Divalo Business; Current Position and Assignment: General Manager of Chambre Merchandise Department 2. Name: Yuuki Endo; New Position and Assignment: Executive Officer, In charge of Systems Department; Current Position and Assignment: General Manager of Systems Department 2. Kiyoshi Fujioka, Executive Officer, will depart his position as Executive Officer effective February 21, 2026.
분석 기사 • Jan 27SHIMAMURA Co., Ltd.'s (TSE:8227) Business Is Yet to Catch Up With Its Share PriceSHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 17.8x might make it look like a sell right now...
공고 • Jan 27SHIMAMURA Co., Ltd. (TSE:8227) announces an Equity Buyback for 4,300,000 shares, representing 5.85% for ¥45,666 million.SHIMAMURA Co., Ltd. (TSE:8227) announces a share repurchase program. Under the program, the company will repurchase up to 4,300,000 shares, representing 5.85% issued share capital (excluding treasury stocks) for ¥45,666 million. The shares will be repurchased at ¥10,620 per share. The purpose of the program is to improve management indicators per share and achieving sustainable growth and medium - to long-term enhancement of corporate value. As of August 20, 2025, the company had 73,507,129 shares outstanding excluding treasury shares and had 319,469 shares in treasury.
분석 기사 • Jan 09With EPS Growth And More, SHIMAMURA (TSE:8227) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Dec 24SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its third-quarter result this time last...
Reported Earnings • Dec 23Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: JP¥167 (up from JP¥157 in 3Q 2025). Revenue: JP¥182.3b (up 8.8% from 3Q 2025). Net income: JP¥12.2b (up 6.0% from 3Q 2025). Profit margin: 6.7% (down from 6.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty 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 increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Dec 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.3% to JP¥11,015. The fair value is estimated to be JP¥9,140, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
분석 기사 • Dec 05Does This Valuation Of SHIMAMURA Co., Ltd. (TSE:8227) Imply Investors Are Overpaying?Key Insights Using the 2 Stage Free Cash Flow to Equity, SHIMAMURA fair value estimate is JP¥8,990 Current share price...
Declared Dividend • Nov 01First half dividend of JP¥105 announcedShareholders will receive a dividend of JP¥105. Ex-date: 19th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Oct 01Analyst Estimates: Here's What Brokers Think Of SHIMAMURA Co., Ltd. (TSE:8227) After Its Interim ReportShareholders might have noticed that SHIMAMURA Co., Ltd. ( TSE:8227 ) filed its half-year result this time last week...
Reported Earnings • Sep 30Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: JP¥165 (up from JP¥159 in 2Q 2025). Revenue: JP¥175.9b (up 5.6% from 2Q 2025). Net income: JP¥12.1b (up 3.7% from 2Q 2025). Profit margin: 6.9% (down from 7.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty 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 increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Sep 19SHIMAMURA Co., Ltd. to Report Q3, 2026 Results on Dec 22, 2025SHIMAMURA Co., Ltd. announced that they will report Q3, 2026 results on Dec 22, 2025
분석 기사 • Sep 02Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
분석 기사 • Aug 17SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...
분석 기사 • Aug 03SHIMAMURA (TSE:8227) Is Due To Pay A Dividend Of ¥100.00SHIMAMURA Co., Ltd.'s ( TSE:8227 ) investors are due to receive a payment of ¥100.00 per share on 31st of October. This...
분석 기사 • Jul 20SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00The board of SHIMAMURA Co., Ltd. ( TSE:8227 ) has announced that it will pay a dividend of ¥100.00 per share on the...
공고 • Jul 15SHIMAMURA Co., Ltd. to Report Q2, 2026 Results on Sep 29, 2025SHIMAMURA Co., Ltd. announced that they will report Q2, 2026 results on Sep 29, 2025
분석 기사 • Jul 06SHIMAMURA's (TSE:8227) Dividend Will Be ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This takes the dividend yield...
분석 기사 • Jul 02Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Reported Earnings • Jul 01First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥147 (up from JP¥142 in 1Q 2025). Revenue: JP¥168.4b (up 2.2% from 1Q 2025). Net income: JP¥10.8b (up 3.5% from 1Q 2025). Profit margin: 6.4% (up from 6.3% in 1Q 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 10%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty 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 increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jun 30+ 2 more updatesSHIMAMURA Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2026SHIMAMURA Co., Ltd. provided dividend guidance for the Fiscal year ending February 20, 2026. For the year, the company expects to pay dividend of JPY 105.00 per share against JPY 105.00 per share paid a year ago.
분석 기사 • Jun 22SHIMAMURA (TSE:8227) Has Announced A Dividend Of ¥100.00SHIMAMURA Co., Ltd. ( TSE:8227 ) will pay a dividend of ¥100.00 on the 31st of October. This will take the dividend...
Declared Dividend • Jun 21Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 19th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • May 20SHIMAMURA Co., Ltd.'s (TSE:8227) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
공고 • Apr 28SHIMAMURA Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025SHIMAMURA Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025
분석 기사 • Apr 19Estimating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥9,308 based on 2 Stage Free Cash Flow to Equity With JP¥9,854...
Buy Or Sell Opportunity • Apr 07Now 23% undervaluedOver the last 90 days, the stock has risen 3.4% to JP¥9,046. The fair value is estimated to be JP¥11,689, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
분석 기사 • Apr 03The SHIMAMURA Co., Ltd. (TSE:8227) Full-Year Results Are Out And Analysts Have Published New ForecastsInvestors in SHIMAMURA Co., Ltd. ( TSE:8227 ) had a good week, as its shares rose 9.5% to close at JP¥9,391 following...
Reported Earnings • Apr 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥570 (up from JP¥545 in FY 2024). Revenue: JP¥666.7b (up 4.8% from FY 2024). Net income: JP¥41.9b (up 4.5% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty 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 increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Mar 31SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025SHIMAMURA Co., Ltd., Annual General Meeting, May 16, 2025.
분석 기사 • Mar 24Investors Will Want SHIMAMURA's (TSE:8227) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to JP¥8,429. The fair value is estimated to be JP¥10,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 5.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
Upcoming Dividend • Feb 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 February 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
분석 기사 • Feb 04Some Confidence Is Lacking In SHIMAMURA Co., Ltd.'s (TSE:8227) P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
공고 • Feb 03SHIMAMURA Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2025SHIMAMURA Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2025
분석 기사 • Dec 27Earnings Update: SHIMAMURA Co., Ltd. (TSE:8227) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Reported Earnings • Dec 26Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: JP¥157 (down from JP¥165 in 3Q 2024). Revenue: JP¥167.6b (up 2.7% from 3Q 2024). Net income: JP¥11.5b (down 4.7% from 3Q 2024). Profit margin: 6.9% (down from 7.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Dec 14SHIMAMURA's (TSE:8227) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Nov 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to JP¥7,987. The fair value is estimated to be JP¥6,556, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.
분석 기사 • Nov 12Should You Be Adding SHIMAMURA (TSE:8227) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Declared Dividend • Nov 01First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Oct 29SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Dec 23, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Dec 23, 2024
분석 기사 • Oct 18There's Reason For Concern Over SHIMAMURA Co., Ltd.'s (TSE:8227) PriceIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...
분석 기사 • Oct 03Earnings Beat: SHIMAMURA Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for SHIMAMURA Co., Ltd. ( TSE:8227 ) shareholders, because the company has just released its...
Declared Dividend • Oct 02First half dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th February 2025 Payment date: 20th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥159 (up from JP¥149 in 2Q 2024). Revenue: JP¥166.5b (up 4.0% from 2Q 2024). Net income: JP¥11.7b (up 6.8% from 2Q 2024). Profit margin: 7.0% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Oct 01Calculating The Intrinsic Value Of SHIMAMURA Co., Ltd. (TSE:8227)Key Insights The projected fair value for SHIMAMURA is JP¥8,746 based on 2 Stage Free Cash Flow to Equity SHIMAMURA's...
분석 기사 • Aug 30SHIMAMURA (TSE:8227) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Aug 13Does SHIMAMURA (TSE:8227) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Aug 12Upcoming dividend of JP¥95.00 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.9%). Higher than average of industry peers (1.6%).
공고 • Jul 25SHIMAMURA Co., Ltd. to Report Q2, 2025 Results on Sep 30, 2024SHIMAMURA Co., Ltd. announced that they will report Q2, 2025 results on Sep 30, 2024
분석 기사 • Jun 26SHIMAMURA Co., Ltd. (TSE:8227) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearSHIMAMURA Co., Ltd. ( TSE:8227 ) came out with its first-quarter results last week, and we wanted to see how the...
Reported Earnings • Jun 25First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥142 (up from JP¥136 in 1Q 2024). Revenue: JP¥164.8b (up 4.7% from 1Q 2024). Net income: JP¥10.4b (up 4.0% from 1Q 2024). Profit margin: 6.3% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jun 17SHIMAMURA Co., Ltd.'s (TSE:8227) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
Declared Dividend • Jun 06Final dividend of JP¥95.00 announcedShareholders will receive a dividend of JP¥95.00. Ex-date: 19th August 2024 Payment date: 31st October 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 43% over the next 3 years. However, it would need to fall by 72% to increase the payout ratio to a potentially unsustainable range.
분석 기사 • May 30There's Been No Shortage Of Growth Recently For SHIMAMURA's (TSE:8227) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
분석 기사 • May 13Is There An Opportunity With SHIMAMURA Co., Ltd.'s (TSE:8227) 20% Undervaluation?Key Insights SHIMAMURA's estimated fair value is JP¥9,482 based on 2 Stage Free Cash Flow to Equity Current share price...
Buy Or Sell Opportunity • May 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to JP¥7,674. The fair value is estimated to be JP¥9,597, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 9.0%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.
공고 • Apr 22SHIMAMURA Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024SHIMAMURA Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024
분석 기사 • Apr 04SHIMAMURA Co., Ltd. (TSE:8227) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a sad week for SHIMAMURA Co., Ltd. ( TSE:8227 ), who've watched their investment drop 10% to JP¥7,725 in the...
공고 • Apr 02SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024SHIMAMURA Co., Ltd., Annual General Meeting, May 17, 2024.
Reported Earnings • Apr 02Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥1,091 (up from JP¥517 in FY 2023). Revenue: JP¥636.5b (up 3.1% from FY 2023). Net income: JP¥40.1b (up 5.4% from FY 2023). Profit margin: 6.3% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty 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 only increased by 11% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 01Pinning Down SHIMAMURA Co., Ltd.'s (TSE:8227) P/E Is Difficult Right NowIt's not a stretch to say that SHIMAMURA Co., Ltd.'s ( TSE:8227 ) price-to-earnings (or "P/E") ratio of 14.9x right now...
Upcoming Dividend • Feb 12Upcoming dividend of JP¥140 per share at 1.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
공고 • Feb 01SHIMAMURA Co., Ltd. to Report Q4, 2024 Results on Apr 01, 2024SHIMAMURA Co., Ltd. announced that they will report Q4, 2024 results on Apr 01, 2024
공고 • Dec 26Shimamura Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 20, 2024SHIMAMURA Co., Ltd. provided dividend guidance for the fiscal Year ending February 20, 2024. For the year-end, company expects dividend of JPY 140.00 per share compared to JPY 140.00 per share a year ago.
Reported Earnings • Dec 26Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: JP¥330 (up from JP¥302 in 3Q 2023). Revenue: JP¥163.2b (flat on 3Q 2023). Net income: JP¥12.1b (up 9.3% from 3Q 2023). Profit margin: 7.4% (up from 6.8% in 3Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
공고 • Oct 05+ 1 more updateShimamura Co., Ltd. Declares Dividend for the Second Quarter-End of the Year Ended February 20, 2024, Payable on October 31, 2023SHIMAMURA Co., Ltd. announced dividend of JPY 130.00 per share for the second quarter-end of year ended February 20,2024 against JPY 120.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments is October 31, 2023.
Reported Earnings • Oct 05Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥297 (up from JP¥283 in 2Q 2023). Revenue: JP¥160.1b (up 5.1% from 2Q 2023). Net income: JP¥10.9b (up 5.0% from 2Q 2023). Profit margin: 6.8% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 10Upcoming dividend of JP¥130 per share at 1.8% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
공고 • Aug 08SHIMAMURA Co., Ltd. to Report Q2, 2024 Results on Oct 02, 2023SHIMAMURA Co., Ltd. announced that they will report Q2, 2024 results on Oct 02, 2023
Reported Earnings • Jun 27First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: JP¥273 (down from JP¥278 in 1Q 2023). Revenue: JP¥157.4b (up 5.2% from 1Q 2023). Net income: JP¥10.0b (down 1.8% from 1Q 2023). Profit margin: 6.4% (down from 6.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 04Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥1,035 (up from JP¥964 in FY 2022). Revenue: JP¥617.5b (up 5.6% from FY 2022). Net income: JP¥38.0b (up 7.3% from FY 2022). Profit margin: 6.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 10Upcoming dividend of JP¥130 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공고 • Jan 24SHIMAMURA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 03, 2023SHIMAMURA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 03, 2023
Buying Opportunity • Jan 04Now 21% undervaluedOver the last 90 days, the stock is up 8.5%. The fair value is estimated to be JP¥16,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is forecast to decline by 0.2% per annum over the same time period.
공고 • Dec 27+ 1 more updateSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the year ending February 20, 2023. For the year, the company expects net sales to be JPY 606,608 million, operating profit to be JPY 52,058 million, ordinary profit to be JPY 52,998 million, profit attributable to owners of parent to be JPY 37,197 million and earnings per share to be JPY 1,012.16.
Reported Earnings • Dec 27Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: JP¥302 (up from JP¥258 in 3Q 2022). Revenue: JP¥162.9b (up 6.8% from 3Q 2022). Net income: JP¥11.1b (up 17% from 3Q 2022). Profit margin: 6.8% (up from 6.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (9 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Oct 25SHIMAMURA Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022SHIMAMURA Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022
Reported Earnings • Oct 05Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥283 (up from JP¥233 in 2Q 2022). Revenue: JP¥152.4b (up 7.1% from 2Q 2022). Net income: JP¥10.4b (up 22% from 2Q 2022). Profit margin: 6.8% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 11Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
공고 • Aug 02SHIMAMURA Co., Ltd. to Report Q2, 2023 Results on Oct 03, 2022SHIMAMURA Co., Ltd. announced that they will report Q2, 2023 results on Oct 03, 2022
공고 • Jun 29+ 2 more updatesSHIMAMURA Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 20, 2022 and Full Year Ending February 20, 2023SHIMAMURA Co., Ltd. provided consolidated earnings guidance for the Six months ending August 20, 2022 and Full year ending February 20, 2023. For the Six months, the company expected net sales of JPY 296,385 million, operating profit of JPY 25,598 million, profit attributable to owners of parent of JPY 18,263 million or JPY 496.95 per share.For the Full year, the company expected net sales of JPY 606,608 million, operating profit of JPY 52,058 million, profit attributable to owners of parent of JPY 37,197 million or JPY 1,012.16 per share.
Reported Earnings • Jun 29First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: JP¥278 (up from JP¥242 in 1Q 2022). Revenue: JP¥149.7b (up 4.8% from 1Q 2022). Net income: JP¥10.2b (up 15% from 1Q 2022). Profit margin: 6.8% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 2.1%, compared to a 7.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). External Director Hidezo Terai was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.