View ValuationIzumi 향후 성장Future 기준 점검 1/6Izumi (는) 각각 연간 6.8% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.3% 로 예상됩니다.핵심 정보6.8%이익 성장률6.90%EPS 성장률Multiline Retail 이익 성장18.8%매출 성장률4.9%향후 자기자본이익률6.29%애널리스트 커버리지Low마지막 업데이트14 Jul 2026최근 향후 성장 업데이트Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.Price Target Changed • Jan 21Price target decreased by 7.4% to JP¥3,733Down from JP¥4,033, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥3,011. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥240 for next year compared to JP¥286 last year.분석 기사 • Jan 18Izumi Co., Ltd. (TSE:8273) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIzumi Co., Ltd. ( TSE:8273 ) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to...Major Estimate Revision • Sep 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥548.8b to JP¥506.6b. EPS estimate also fell from JP¥292 per share to JP¥256 per share. Net income forecast to grow 2.7% next year vs 7.9% growth forecast for Multiline Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,350. Share price was steady at JP¥3,415 over the past week.Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥495.1b to JP¥548.8b. EPS estimate fell from JP¥317 to JP¥292. Net income forecast to grow 2.0% next year vs 7.5% growth forecast for Multiline Retail industry in Japan. Consensus price target down from JP¥4,267 to JP¥4,100. Share price rose 2.8% to JP¥3,304 over the past week.Price Target Changed • Oct 30Price target increased by 8.7% to JP¥4,567Up from JP¥4,200, the current price target is an average from 3 analysts. New target price is 23% above last closing price of JP¥3,700. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥324 last year.모든 업데이트 보기Recent updatesReported Earnings • Jul 16First quarter 2027 earnings released: EPS: JP¥21.55 (vs JP¥18.97 in 1Q 2026)First quarter 2027 results: EPS: JP¥21.55 (up from JP¥18.97 in 1Q 2026). Revenue: JP¥140.3b (up 15% from 1Q 2026). Net income: JP¥4.53b (up 12% from 1Q 2026). Profit margin: 3.2% (down from 3.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.Declared Dividend • Jun 12Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 19th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 63% over the next 3 years. Since a fall of 35% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공고 • May 07Izumi Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026Izumi Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥238 (up from JP¥55.53 in FY 2025). Revenue: JP¥569.3b (up 8.6% from FY 2025). Net income: JP¥16.8b (up 41% from FY 2025). Profit margin: 3.0% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.공고 • Apr 14Izumi Co., Ltd., Annual General Meeting, May 27, 2026Izumi Co., Ltd., Annual General Meeting, May 27, 2026.공고 • Apr 07Izumi Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Izumi Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026공고 • Mar 23Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)New Risk • Feb 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 8.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).Upcoming Dividend • Feb 19Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).분석 기사 • Jan 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 29th of May. This means the annual payment is 2.9% of...분석 기사 • Jan 20Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Izumi Co., Ltd.'s ( TSE:8273 ) lackluster earnings report last week. We did some...Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥42.71 (vs JP¥26.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥42.71 (up from JP¥26.30 in 3Q 2025). Revenue: JP¥136.0b (up 5.9% from 3Q 2025). Net income: JP¥3.02b (up 60% from 3Q 2025). Profit margin: 2.2% (up from 1.5% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공고 • Jan 14Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥2,232 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥2,232 million. The shares will be repurchased at a price of ¥3,720 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.분석 기사 • Jan 13Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...공고 • Jan 13Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥1,824 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥1,824 million. The shares will be repurchased at ¥3040 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. The program is valid till January 14, 2026. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.분석 기사 • Dec 15Here's What's Concerning About Izumi's (TSE:8273) Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...분석 기사 • Nov 20Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 29th of May. This makes...Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Nov 11Izumi Co., Ltd. to Report Q3, 2026 Results on Jan 13, 2026Izumi Co., Ltd. announced that they will report Q3, 2026 results on Jan 13, 2026Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥57.13 (vs JP¥59.02 in 2Q 2025)Second quarter 2026 results: EPS: JP¥57.13 (down from JP¥59.02 in 2Q 2025). Revenue: JP¥159.0b (up 22% from 2Q 2025). Net income: JP¥4.04b (down 4.4% from 2Q 2025). Profit margin: 2.5% (down from 3.3% in 2Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.분석 기사 • Aug 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November. The...공고 • Aug 27Izumi Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Izumi Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).분석 기사 • Jul 18Some Investors May Be Willing To Look Past Izumi's (TSE:8273) Soft EarningsIzumi Co., Ltd.'s ( TSE:8273 ) earnings announcement last week didn't impress shareholders. However, our analysis...분석 기사 • Jul 17Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of...Reported Earnings • Jul 12First quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.99 in 1Q 2025)First quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.99 in 1Q 2025). Revenue: JP¥122.1b (up 12% from 1Q 2025). Net income: JP¥4.05b (up 2.8% from 1Q 2025). Profit margin: 3.3% (down from 3.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.분석 기사 • Jul 08Is There An Opportunity With Izumi Co., Ltd.'s (TSE:8273) 43% Undervaluation?Key Insights Izumi's estimated fair value is JP¥6,087 based on 2 Stage Free Cash Flow to Equity Izumi's JP¥3,453 share...분석 기사 • Jun 23Izumi (TSE:8273) Has Announced A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November...Board Change • Jun 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Masahiro Nishikawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Jun 06Izumi Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Izumi Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025공고 • Apr 14+ 3 more updatesIzumi Co., Ltd., Annual General Meeting, May 28, 2025Izumi Co., Ltd., Annual General Meeting, May 28, 2025.공고 • Mar 21Izumi Co., Ltd. Announces Board and Management ChangesIzumi Co., Ltd. announced Changes in Directors (effective on April 1, 2025): Daisuke Yamanishi, Former Position- Director and Corporate Planning Division Manager, New Position- Deputy President and Director. Retiring Director (effective May 28, 2025): Tatsuya Mikamoto, Deputy President and Director. Hiroshi Kuromoto, Director, Development Division Manager.Upcoming Dividend • Feb 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).분석 기사 • Feb 13Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 30th of May. Based on this...공고 • Feb 13Izumi Co., Ltd. to Report Fiscal Year 2025 Final Results on Apr 14, 2025Izumi Co., Ltd. announced that they will report fiscal year 2025 final results on Apr 14, 2025Price Target Changed • Jan 21Price target decreased by 7.4% to JP¥3,733Down from JP¥4,033, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥3,011. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥240 for next year compared to JP¥286 last year.분석 기사 • Jan 18Izumi Co., Ltd. (TSE:8273) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIzumi Co., Ltd. ( TSE:8273 ) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to...분석 기사 • Jan 16Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of May. Based on...Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥51.74 (vs JP¥56.84 in 3Q 2024)Third quarter 2025 results: EPS: JP¥51.74 (down from JP¥56.84 in 3Q 2024). Revenue: JP¥134.6b (up 21% from 3Q 2024). Net income: JP¥3.70b (down 8.9% from 3Q 2024). Profit margin: 2.8% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Jan 02Izumi (TSE:8273) Is Paying Out A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. The dividend yield will be 2.8% based on...분석 기사 • Dec 19Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend on the 30th of May, with investors...분석 기사 • Dec 05Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. Based on this payment, the dividend...공고 • Nov 27Izumi Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Izumi Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025분석 기사 • Nov 21Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of...Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 30th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥59.02 (vs JP¥68.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥59.02 (down from JP¥68.95 in 2Q 2024). Revenue: JP¥129.9b (up 9.1% from 2Q 2024). Net income: JP¥4.22b (down 14% from 2Q 2024). Profit margin: 3.3% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.공고 • Oct 18Izumi Co., Ltd. Provides Dividend Guidance for Full Fiscal Year Ending February 28, 2025Izumi Co., Ltd. provided dividend guidance for full fiscal year ending February 28, 2025. For the period, the company expects to pay a dividend of JPY 45.00 per share against JPY 45.00 per share paid a year ago.분석 기사 • Sep 25Izumi (TSE:8273) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공고 • Sep 11Izumi Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Izumi Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024Reported Earnings • Sep 07First quarter 2025 earnings released: EPS: JP¥54.99 (vs JP¥77.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥54.99 (down from JP¥77.33 in 1Q 2024). Revenue: JP¥94.8b (down 17% from 1Q 2024). Net income: JP¥3.93b (down 29% from 1Q 2024). Profit margin: 4.1% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.분석 기사 • Sep 04Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Izumi Co., Ltd. ( TSE:8273 ). Despite the soft profit...Major Estimate Revision • Sep 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥548.8b to JP¥506.6b. EPS estimate also fell from JP¥292 per share to JP¥256 per share. Net income forecast to grow 2.7% next year vs 7.9% growth forecast for Multiline Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,350. Share price was steady at JP¥3,415 over the past week.Upcoming Dividend • Aug 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).분석 기사 • Aug 08Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This will take the annual payment...Reported Earnings • Aug 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.공고 • Jul 30Izumi Co., Ltd. to Report Q1, 2025 Results on Aug 28, 2024Izumi Co., Ltd. announced that they will report Q1, 2025 results on Aug 28, 2024분석 기사 • Jul 25Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 18th of November...분석 기사 • Jul 11Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This makes the dividend yield 2.6...Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥495.1b to JP¥548.8b. EPS estimate fell from JP¥317 to JP¥292. Net income forecast to grow 2.0% next year vs 7.5% growth forecast for Multiline Retail industry in Japan. Consensus price target down from JP¥4,267 to JP¥4,100. Share price rose 2.8% to JP¥3,304 over the past week.New Risk • Jun 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 202% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.분석 기사 • Jun 27Izumi (TSE:8273) Will Pay A Dividend Of ¥44.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥44.00 on the 18th of November. Based on this payment, the dividend...Declared Dividend • Jun 27Dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 29th August 2024 Payment date: 18th November 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공고 • May 22Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri on May 20, 2024.분석 기사 • Apr 04Izumi (TSE:8273) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Mar 20Izumi Co., Ltd.'s (TSE:8273) Price Is Right But Growth Is LackingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Izumi...분석 기사 • Feb 27Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥44.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥44.00 per share on 27th of May. Based on this...Upcoming Dividend • Feb 21Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).공고 • Feb 11Izumi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024Izumi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024공고 • Jan 12Izumi Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending February 29, 2024Izumi Co., Ltd. provided year end dividend guidance for the fiscal year ending February 29, 2024. For the period, the company expected year end dividend of JPY 44 per share compared to JPY 44 per share paid a year ago.공고 • Jan 10Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥56.84 (vs JP¥64.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥56.84 (down from JP¥64.76 in 3Q 2023). Revenue: JP¥111.5b (up 1.5% from 3Q 2023). Net income: JP¥4.07b (down 12% from 3Q 2023). Profit margin: 3.6% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.공고 • Nov 11Izumi Co., Ltd. to Report Q3, 2024 Results on Jan 09, 2024Izumi Co., Ltd. announced that they will report Q3, 2024 results on Jan 09, 2024Price Target Changed • Oct 30Price target increased by 8.7% to JP¥4,567Up from JP¥4,200, the current price target is an average from 3 analysts. New target price is 23% above last closing price of JP¥3,700. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥324 last year.공고 • Oct 14+ 2 more updatesIzumi Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2024, Payable on November 17, 2023Izumi Co., Ltd. announced dividend of JPY 44.00 per share for the second quarter-end of the fiscal year ending February 28, 2024 against JPY 43.00 per share paid a year ago. Scheduled date to commence dividend payments is November 17, 2023.Price Target Changed • Oct 12Price target increased by 7.3% to JP¥4,433Up from JP¥4,133, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥3,880. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥283 for next year compared to JP¥324 last year.Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥68.95 (vs JP¥74.68 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.95 (down from JP¥74.68 in 2Q 2023). Revenue: JP¥119.0b (up 4.4% from 2Q 2023). Net income: JP¥4.93b (down 7.6% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.Upcoming Dividend • Aug 23Upcoming dividend of JP¥44.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).공고 • Aug 11Izumi Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023Izumi Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥77.33 (vs JP¥74.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.33 (up from JP¥74.08 in 1Q 2023). Revenue: JP¥114.3b (up 3.8% from 1Q 2023). Net income: JP¥5.53b (up 4.4% from 1Q 2023). Profit margin: 4.8% (in line with 1Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공고 • Jul 14+ 2 more updatesIzumi Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Year Ending February 29, 2024Izumi Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and year ending February 29, 2024. For the six months ending August 31, 2023, the company expects operating revenue of JPY 230,300 million, operating profit of JPY 14,200 million and profit attributable to owners of parent of JPY 8,900 million or JPY 124.48 per share.For the year ending February 29, 2024, the company expects operating revenue of JPY 476,600 million, operating profit of JPY 31,000 million and profit attributable to owners of parent of JPY 19,100 million or JPY 267.15 per share.Reported Earnings • May 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.공고 • May 12Izumi Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Izumi Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Feb 20Upcoming dividend of JP¥43.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).공고 • Feb 15Izumi Co., Ltd. to Report Q4, 2023 Results on Apr 11, 2023Izumi Co., Ltd. announced that they will report Q4, 2023 results on Apr 11, 2023Reported Earnings • Jan 11Third quarter 2023 earnings released: EPS: JP¥64.76 (vs JP¥79.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.76 (down from JP¥79.07 in 3Q 2022). Revenue: JP¥109.9b (down 33% from 3Q 2022). Net income: JP¥4.63b (down 18% from 3Q 2022). Profit margin: 4.2% (up from 3.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Naomi Aoyama was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공고 • Nov 12Izumi Co., Ltd. to Report Q3, 2023 Results on Jan 10, 2023Izumi Co., Ltd. announced that they will report Q3, 2023 results on Jan 10, 2023이익 및 매출 성장 예측TSE:8273 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수2/28/2029624,06619,62015,68359,62532/29/2028604,57718,40716,52841,58642/28/2027587,93517,30914,05010,63545/31/2026514,12017,15041,97142,568N/A2/28/2026569,31216,83443,68664,515N/A11/30/2025509,76710,94118,58237,827N/A8/31/2025566,50911,84719,28839,131N/A5/31/2025494,59012,03133,29351,663N/A2/28/2025524,14211,91921,49640,282N/A11/30/2024499,61317,81831,85356,765N/A8/31/2024476,51618,18126,37456,499N/A5/31/2024465,63618,8896,05136,538N/A2/29/2024471,16620,4853,12331,563N/A11/30/2023471,03722,44918,22638,252N/A8/31/2023469,39923,01424,27338,658N/A5/31/2023464,34223,42225,00938,554N/A2/28/2023460,14023,18826,16638,313N/A11/30/2022514,62922,09723,00334,624N/A8/31/2022569,01723,11924,44037,882N/A5/31/2022621,95723,41828,39942,247N/A2/28/2022676,79923,2042,24218,577N/A11/30/2021679,20723,23925,25941,232N/A8/31/2021685,26823,09229,18943,555N/A5/31/2021695,67624,80712,68228,017N/A2/28/2021679,77723,05334,39948,320N/A11/30/2020691,25222,44711,47827,209N/A8/31/2020700,88721,66784818,596N/A5/31/2020709,34619,04436,66654,876N/A2/29/2020744,34819,953N/A57,681N/A11/30/2019745,55421,863N/A53,919N/A8/31/2019743,32421,668N/A57,360N/A5/31/2019738,18922,214N/A36,844N/A2/28/2019732,13623,488N/A33,642N/A11/30/2018729,43024,901N/A40,571N/A8/31/2018728,62426,358N/A45,075N/A5/31/2018729,12127,679N/A43,063N/A2/28/2018729,85726,932N/A42,592N/A11/30/2017725,61827,063N/A38,228N/A8/31/2017717,64625,313N/A33,724N/A5/31/2017709,18817,800N/A31,040N/A2/28/2017702,12017,015N/A33,104N/A11/30/2016716,81912,578N/A32,615N/A8/31/2016702,53712,570N/A31,938N/A5/31/2016688,86618,301N/A16,100N/A2/29/2016668,78318,766N/A13,553N/A11/30/2015621,85418,450N/A13,872N/A8/31/2015606,91218,103N/A13,851N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 8273 의 연간 예상 수익 증가율(6.8%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 8273 의 연간 수익(6.8%)이 JP 시장(10%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 8273 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 8273 의 수익(연간 4.9%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 8273 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 8273의 자본 수익률은 3년 후 6.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 10:35종가2026/07/17 00:00수익2026/05/31연간 수익2026/02/28데이터 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 소스Izumi Co., Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takashi YanahiraCitigroup IncEmiri ShigeokaDaiwa Securities Co. Ltd.Mikihiko YamatoHaitong International Research Limited5명의 분석가 더 보기
Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.
Price Target Changed • Jan 21Price target decreased by 7.4% to JP¥3,733Down from JP¥4,033, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥3,011. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥240 for next year compared to JP¥286 last year.
분석 기사 • Jan 18Izumi Co., Ltd. (TSE:8273) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIzumi Co., Ltd. ( TSE:8273 ) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to...
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥548.8b to JP¥506.6b. EPS estimate also fell from JP¥292 per share to JP¥256 per share. Net income forecast to grow 2.7% next year vs 7.9% growth forecast for Multiline Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,350. Share price was steady at JP¥3,415 over the past week.
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥495.1b to JP¥548.8b. EPS estimate fell from JP¥317 to JP¥292. Net income forecast to grow 2.0% next year vs 7.5% growth forecast for Multiline Retail industry in Japan. Consensus price target down from JP¥4,267 to JP¥4,100. Share price rose 2.8% to JP¥3,304 over the past week.
Price Target Changed • Oct 30Price target increased by 8.7% to JP¥4,567Up from JP¥4,200, the current price target is an average from 3 analysts. New target price is 23% above last closing price of JP¥3,700. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥324 last year.
Reported Earnings • Jul 16First quarter 2027 earnings released: EPS: JP¥21.55 (vs JP¥18.97 in 1Q 2026)First quarter 2027 results: EPS: JP¥21.55 (up from JP¥18.97 in 1Q 2026). Revenue: JP¥140.3b (up 15% from 1Q 2026). Net income: JP¥4.53b (up 12% from 1Q 2026). Profit margin: 3.2% (down from 3.3% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Price Target Changed • Jul 14Price target decreased by 10.0% to JP¥970Down from JP¥1,078, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥985. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥82.20 for next year compared to JP¥238 last year.
Declared Dividend • Jun 12Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 19th November 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 3.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 63% over the next 3 years. Since a fall of 35% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공고 • May 07Izumi Co., Ltd. to Report Q1, 2027 Results on Jul 14, 2026Izumi Co., Ltd. announced that they will report Q1, 2027 results on Jul 14, 2026
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥238 (up from JP¥55.53 in FY 2025). Revenue: JP¥569.3b (up 8.6% from FY 2025). Net income: JP¥16.8b (up 41% from FY 2025). Profit margin: 3.0% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
공고 • Apr 14Izumi Co., Ltd., Annual General Meeting, May 27, 2026Izumi Co., Ltd., Annual General Meeting, May 27, 2026.
공고 • Apr 07Izumi Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Izumi Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
공고 • Mar 23Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)Izumi Co., Ltd.(TSE:8273) dropped from FTSE All-World Index (USD)
New Risk • Feb 25New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 8.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).
Upcoming Dividend • Feb 19Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
분석 기사 • Jan 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 29th of May. This means the annual payment is 2.9% of...
분석 기사 • Jan 20Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Izumi Co., Ltd.'s ( TSE:8273 ) lackluster earnings report last week. We did some...
Reported Earnings • Jan 14Third quarter 2026 earnings released: EPS: JP¥42.71 (vs JP¥26.30 in 3Q 2025)Third quarter 2026 results: EPS: JP¥42.71 (up from JP¥26.30 in 3Q 2025). Revenue: JP¥136.0b (up 5.9% from 3Q 2025). Net income: JP¥3.02b (up 60% from 3Q 2025). Profit margin: 2.2% (up from 1.5% in 3Q 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공고 • Jan 14Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥2,232 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥2,232 million. The shares will be repurchased at a price of ¥3,720 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.
분석 기사 • Jan 13Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 29th of...
공고 • Jan 13Izumi Co., Ltd. (TSE:8273) announces an Equity Buyback for 600,000 shares, representing 0.85% for ¥1,824 million.Izumi Co., Ltd. (TSE:8273) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.85% for ¥1,824 million. The shares will be repurchased at ¥3040 per share. The purpose of the program is to further enhance corporate value by increasing shareholder returns and improving capital efficiency through the implementation of a flexible capital policy. The program is valid till January 14, 2026. As of November 30, 2025, the company had 70,632,858 issued shares (excluding treasury stock) and 1,032,342 treasury shares.
분석 기사 • Dec 15Here's What's Concerning About Izumi's (TSE:8273) Returns On CapitalIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
분석 기사 • Nov 20Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 29th of May. This makes...
Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Nov 11Izumi Co., Ltd. to Report Q3, 2026 Results on Jan 13, 2026Izumi Co., Ltd. announced that they will report Q3, 2026 results on Jan 13, 2026
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥57.13 (vs JP¥59.02 in 2Q 2025)Second quarter 2026 results: EPS: JP¥57.13 (down from JP¥59.02 in 2Q 2025). Revenue: JP¥159.0b (up 22% from 2Q 2025). Net income: JP¥4.04b (down 4.4% from 2Q 2025). Profit margin: 2.5% (down from 3.3% in 2Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
분석 기사 • Aug 27Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November. The...
공고 • Aug 27Izumi Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025Izumi Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025
Upcoming Dividend • Aug 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 19 November 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
분석 기사 • Jul 18Some Investors May Be Willing To Look Past Izumi's (TSE:8273) Soft EarningsIzumi Co., Ltd.'s ( TSE:8273 ) earnings announcement last week didn't impress shareholders. However, our analysis...
분석 기사 • Jul 17Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of...
Reported Earnings • Jul 12First quarter 2026 earnings released: EPS: JP¥56.91 (vs JP¥54.99 in 1Q 2025)First quarter 2026 results: EPS: JP¥56.91 (up from JP¥54.99 in 1Q 2025). Revenue: JP¥122.1b (up 12% from 1Q 2025). Net income: JP¥4.05b (up 2.8% from 1Q 2025). Profit margin: 3.3% (down from 3.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
분석 기사 • Jul 08Is There An Opportunity With Izumi Co., Ltd.'s (TSE:8273) 43% Undervaluation?Key Insights Izumi's estimated fair value is JP¥6,087 based on 2 Stage Free Cash Flow to Equity Izumi's JP¥3,453 share...
분석 기사 • Jun 23Izumi (TSE:8273) Has Announced A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 19th of November...
Board Change • Jun 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Masahiro Nishikawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Jun 06Izumi Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025Izumi Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025
공고 • Apr 14+ 3 more updatesIzumi Co., Ltd., Annual General Meeting, May 28, 2025Izumi Co., Ltd., Annual General Meeting, May 28, 2025.
공고 • Mar 21Izumi Co., Ltd. Announces Board and Management ChangesIzumi Co., Ltd. announced Changes in Directors (effective on April 1, 2025): Daisuke Yamanishi, Former Position- Director and Corporate Planning Division Manager, New Position- Deputy President and Director. Retiring Director (effective May 28, 2025): Tatsuya Mikamoto, Deputy President and Director. Hiroshi Kuromoto, Director, Development Division Manager.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
분석 기사 • Feb 13Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥45.00 per share on 30th of May. Based on this...
공고 • Feb 13Izumi Co., Ltd. to Report Fiscal Year 2025 Final Results on Apr 14, 2025Izumi Co., Ltd. announced that they will report fiscal year 2025 final results on Apr 14, 2025
Price Target Changed • Jan 21Price target decreased by 7.4% to JP¥3,733Down from JP¥4,033, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥3,011. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥240 for next year compared to JP¥286 last year.
분석 기사 • Jan 18Izumi Co., Ltd. (TSE:8273) Third-Quarter Results: Here's What Analysts Are Forecasting For Next YearIzumi Co., Ltd. ( TSE:8273 ) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to...
분석 기사 • Jan 16Izumi's (TSE:8273) Dividend Will Be ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of May. Based on...
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥51.74 (vs JP¥56.84 in 3Q 2024)Third quarter 2025 results: EPS: JP¥51.74 (down from JP¥56.84 in 3Q 2024). Revenue: JP¥134.6b (up 21% from 3Q 2024). Net income: JP¥3.70b (down 8.9% from 3Q 2024). Profit margin: 2.8% (down from 3.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Jan 02Izumi (TSE:8273) Is Paying Out A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. The dividend yield will be 2.8% based on...
분석 기사 • Dec 19Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend on the 30th of May, with investors...
분석 기사 • Dec 05Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 30th of May. Based on this payment, the dividend...
공고 • Nov 27Izumi Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Izumi Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
분석 기사 • Nov 21Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥45.00The board of Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of...
Declared Dividend • Nov 20First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 27th February 2025 Payment date: 30th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥59.02 (vs JP¥68.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥59.02 (down from JP¥68.95 in 2Q 2024). Revenue: JP¥129.9b (up 9.1% from 2Q 2024). Net income: JP¥4.22b (down 14% from 2Q 2024). Profit margin: 3.3% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
공고 • Oct 18Izumi Co., Ltd. Provides Dividend Guidance for Full Fiscal Year Ending February 28, 2025Izumi Co., Ltd. provided dividend guidance for full fiscal year ending February 28, 2025. For the period, the company expects to pay a dividend of JPY 45.00 per share against JPY 45.00 per share paid a year ago.
분석 기사 • Sep 25Izumi (TSE:8273) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공고 • Sep 11Izumi Co., Ltd. to Report Q2, 2025 Results on Oct 15, 2024Izumi Co., Ltd. announced that they will report Q2, 2025 results on Oct 15, 2024
Reported Earnings • Sep 07First quarter 2025 earnings released: EPS: JP¥54.99 (vs JP¥77.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥54.99 (down from JP¥77.33 in 1Q 2024). Revenue: JP¥94.8b (down 17% from 1Q 2024). Net income: JP¥3.93b (down 29% from 1Q 2024). Profit margin: 4.1% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
분석 기사 • Sep 04Izumi's (TSE:8273) Soft Earnings Don't Show The Whole PictureInvestors were disappointed with the weak earnings posted by Izumi Co., Ltd. ( TSE:8273 ). Despite the soft profit...
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥548.8b to JP¥506.6b. EPS estimate also fell from JP¥292 per share to JP¥256 per share. Net income forecast to grow 2.7% next year vs 7.9% growth forecast for Multiline Retail industry in Japan. Consensus price target up from JP¥4,100 to JP¥4,350. Share price was steady at JP¥3,415 over the past week.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
분석 기사 • Aug 08Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This will take the annual payment...
Reported Earnings • Aug 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year.
공고 • Jul 30Izumi Co., Ltd. to Report Q1, 2025 Results on Aug 28, 2024Izumi Co., Ltd. announced that they will report Q1, 2025 results on Aug 28, 2024
분석 기사 • Jul 25Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) has announced that it will pay a dividend of ¥45.00 per share on the 18th of November...
분석 기사 • Jul 11Izumi (TSE:8273) Will Pay A Dividend Of ¥45.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥45.00 on the 18th of November. This makes the dividend yield 2.6...
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥495.1b to JP¥548.8b. EPS estimate fell from JP¥317 to JP¥292. Net income forecast to grow 2.0% next year vs 7.5% growth forecast for Multiline Retail industry in Japan. Consensus price target down from JP¥4,267 to JP¥4,100. Share price rose 2.8% to JP¥3,304 over the past week.
New Risk • Jun 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 202% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥286 (down from JP¥324 in FY 2023). Revenue: JP¥471.2b (up 2.4% from FY 2023). Net income: JP¥20.5b (down 12% from FY 2023). Profit margin: 4.3% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.
분석 기사 • Jun 27Izumi (TSE:8273) Will Pay A Dividend Of ¥44.00Izumi Co., Ltd. ( TSE:8273 ) will pay a dividend of ¥44.00 on the 18th of November. Based on this payment, the dividend...
Declared Dividend • Jun 27Dividend of JP¥44.00 announcedShareholders will receive a dividend of JP¥44.00. Ex-date: 29th August 2024 Payment date: 18th November 2024 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공고 • May 22Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.Izumi Co., Ltd. (TSE:8273) completed the acquisition of Sunlife Co., Ltd. from Ichiro Tajiri on May 20, 2024.
분석 기사 • Apr 04Izumi (TSE:8273) Has Some Way To Go To Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Mar 20Izumi Co., Ltd.'s (TSE:8273) Price Is Right But Growth Is LackingWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Izumi...
분석 기사 • Feb 27Izumi (TSE:8273) Has Affirmed Its Dividend Of ¥44.00Izumi Co., Ltd.'s ( TSE:8273 ) investors are due to receive a payment of ¥44.00 per share on 27th of May. Based on this...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥44.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
공고 • Feb 11Izumi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 09, 2024Izumi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 09, 2024
공고 • Jan 12Izumi Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending February 29, 2024Izumi Co., Ltd. provided year end dividend guidance for the fiscal year ending February 29, 2024. For the period, the company expected year end dividend of JPY 44 per share compared to JPY 44 per share paid a year ago.
공고 • Jan 10Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri.Izumi Co., Ltd. (TSE:8273) agreed to acquire Sunlife Co., Ltd. from Ichiro Tajiri on January 9, 2024. As part of transaction, 20,000 shares will be acquired. For period ended September 2023, Sunlife reported net worth of ¥1.8 billion, total assets of ¥2.8 billion, sales of ¥5.8 billion, operating income of ¥60 million and net income of ¥70 million.
Reported Earnings • Jan 10Third quarter 2024 earnings released: EPS: JP¥56.84 (vs JP¥64.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥56.84 (down from JP¥64.76 in 3Q 2023). Revenue: JP¥111.5b (up 1.5% from 3Q 2023). Net income: JP¥4.07b (down 12% from 3Q 2023). Profit margin: 3.6% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
공고 • Nov 11Izumi Co., Ltd. to Report Q3, 2024 Results on Jan 09, 2024Izumi Co., Ltd. announced that they will report Q3, 2024 results on Jan 09, 2024
Price Target Changed • Oct 30Price target increased by 8.7% to JP¥4,567Up from JP¥4,200, the current price target is an average from 3 analysts. New target price is 23% above last closing price of JP¥3,700. Stock is up 23% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥324 last year.
공고 • Oct 14+ 2 more updatesIzumi Co., Ltd. Announces Dividend for the Second Quarter-End of the Fiscal Year Ending February 28, 2024, Payable on November 17, 2023Izumi Co., Ltd. announced dividend of JPY 44.00 per share for the second quarter-end of the fiscal year ending February 28, 2024 against JPY 43.00 per share paid a year ago. Scheduled date to commence dividend payments is November 17, 2023.
Price Target Changed • Oct 12Price target increased by 7.3% to JP¥4,433Up from JP¥4,133, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥3,880. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥283 for next year compared to JP¥324 last year.
Reported Earnings • Oct 11Second quarter 2024 earnings released: EPS: JP¥68.95 (vs JP¥74.68 in 2Q 2023)Second quarter 2024 results: EPS: JP¥68.95 (down from JP¥74.68 in 2Q 2023). Revenue: JP¥119.0b (up 4.4% from 2Q 2023). Net income: JP¥4.93b (down 7.6% from 2Q 2023). Profit margin: 4.1% (down from 4.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥44.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.2%).
공고 • Aug 11Izumi Co., Ltd. to Report Q2, 2024 Results on Oct 10, 2023Izumi Co., Ltd. announced that they will report Q2, 2024 results on Oct 10, 2023
Reported Earnings • Jul 16First quarter 2024 earnings released: EPS: JP¥77.33 (vs JP¥74.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥77.33 (up from JP¥74.08 in 1Q 2023). Revenue: JP¥114.3b (up 3.8% from 1Q 2023). Net income: JP¥5.53b (up 4.4% from 1Q 2023). Profit margin: 4.8% (in line with 1Q 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공고 • Jul 14+ 2 more updatesIzumi Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Year Ending February 29, 2024Izumi Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and year ending February 29, 2024. For the six months ending August 31, 2023, the company expects operating revenue of JPY 230,300 million, operating profit of JPY 14,200 million and profit attributable to owners of parent of JPY 8,900 million or JPY 124.48 per share.For the year ending February 29, 2024, the company expects operating revenue of JPY 476,600 million, operating profit of JPY 31,000 million and profit attributable to owners of parent of JPY 19,100 million or JPY 267.15 per share.
Reported Earnings • May 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
공고 • May 12Izumi Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Izumi Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023
Reported Earnings • Apr 13Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥324 (down from JP¥324 in FY 2022). Revenue: JP¥460.1b (down 32% from FY 2022). Net income: JP¥23.2b (flat on FY 2022). Profit margin: 5.0% (up from 3.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 7.2%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥43.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
공고 • Feb 15Izumi Co., Ltd. to Report Q4, 2023 Results on Apr 11, 2023Izumi Co., Ltd. announced that they will report Q4, 2023 results on Apr 11, 2023
Reported Earnings • Jan 11Third quarter 2023 earnings released: EPS: JP¥64.76 (vs JP¥79.07 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.76 (down from JP¥79.07 in 3Q 2022). Revenue: JP¥109.9b (down 33% from 3Q 2022). Net income: JP¥4.63b (down 18% from 3Q 2022). Profit margin: 4.2% (up from 3.4% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Naomi Aoyama was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공고 • Nov 12Izumi Co., Ltd. to Report Q3, 2023 Results on Jan 10, 2023Izumi Co., Ltd. announced that they will report Q3, 2023 results on Jan 10, 2023