View Financial HealthThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsWealthNavi 배당 및 자사주 매입배당 기준 점검 0/6WealthNavi 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률-13.8%자사주 매입 수익률총 주주 수익률-13.8%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jan 31WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out.공시 • Jan 03WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025공시 • Nov 30Mitsubishi UFJ Reportedly to Acquire WealthNaviMitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps.공시 • Sep 03WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024공시 • Jun 06WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024공시 • May 08WealthNavi Inc. Launches an Online Insurance Advisory ServiceWealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone.공시 • Mar 07WealthNavi Inc. to Report Q1, 2024 Results on May 15, 2024WealthNavi Inc. announced that they will report Q1, 2024 results on May 15, 2024공시 • Mar 04WealthNavi Inc. announced that it has received ¥15.65098 billion in funding from Mitsubishi UFJ Financial Group, Inc.On March 4, 2024, WealthNavi Inc. closed the transaction.공시 • Feb 15WealthNavi Inc. announced that it expects to receive ¥15 billion in funding from Mitsubishi UFJ Financial Group, Inc.WealthNavi Inc. announced a private placement to issue common shares for the gross proceeds of ¥15,000,000,000 on February 13, 2024. The transaction will include participation from new investor Mitsubishi UFJ Financial Group, Inc. The investor is expected to take a stake of more than 15% through a private placement, making WealthNavi an equity-method affiliate.공시 • Feb 14WealthNavi Inc., Annual General Meeting, Mar 26, 2024WealthNavi Inc., Annual General Meeting, Mar 26, 2024.공시 • Jan 22WealthNavi Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023WealthNavi Inc. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Operating revenue forecast from JPY 7,717 million to JPY 8,167 million and Operating profit forecast from JPY 216 million to JPY 523 million.공시 • Dec 24WealthNavi Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024WealthNavi Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024공시 • Aug 31WealthNavi Inc. to Report Q3, 2023 Results on Nov 10, 2023WealthNavi Inc. announced that they will report Q3, 2023 results on Nov 10, 2023공시 • Aug 11Wealthnavi Inc. Announces Production Design of New "Robo-Nisa"WealthNavi Inc. announced the produce design of New "Robo-NISA," which will be launched in January 2024 in full alignment with New NISA. The New NISA program, which will start in January 2024, has "installment allowance" and "growth allowance" in one NISA account. In order to invest in "installment allowance," users have to make investment through recurring deposits. New 'Robo-NISA" manages both "installment allowance" and 'growth allowance" within a New NISA account automatically. Users need to sign up for automated deposit plan to invest in "installment Allow." The annual management fee is 0% for "installment allowance" while the fees vary between 0.7-1%. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail. (0.77-1.1% including tax) for "growth allowance" depending on risk tolerance level. As a result, if investment is made only through automated deposits, the weighted average annual management fees of New NISA will be between 0.63-0.67% (0.693-0.737% including tax) depending on risk tolerance level. If users do not sign up for automated deposits or invest through combination of automated deposits and other deposits, the maximum fees of New NIS will be between 0.7-1% (0.77-1% including tax) depending on risks tolerance level. Please note that the annual fees for taxable and existing NISA accounts remain unchanged at 1% (1.1% including tax). WealthNavi's research on specialist online operators (as of June 2023) which is based on the Japan Investment Advisers Association, "Contact Asset Status" - sections "Wrap Accounts" and "Discretionary Accounts" (as of March 2023). In addition, the loyalty program is available for users of direct service, which offers discounted fees depending on the period of service use and asset size. With the program, the annual management fee for "growth allowance" comes down to 0.6-0.9% (0.66-0.99% including tax) and the weighted average annual management fees for New NISA account will be between 0.54-0.60% (0.594-0.0% including tax). WealthNav sets lower fee level for New NISA accounts to promote New NISA. The NewNISA program, which will start In January 2024, has "installation allowance" and "growth allowance") in one NISA account. in order to invest in "installation allowance," users have to make investments through recurring deposits. New "Robo-NSA" manages both "installment Allow" and "growth allowance" within a NewNISA account automatically. Users need To sign up for automated deposit plan To sign up for automated deposit plans to invest in "installment allowances." The annual management fee is 0% for "installment allowance " while the fees vary between 0.,7-1%. In the events of any discrepancy between the Japanese Original and this English translation, the Japan original shall prevail. (0.,77-1.1%including tax) for "growth allowance") depending on risk tolerance level.공시 • Jun 03WealthNavi Inc. to Report Q2, 2023 Results on Aug 10, 2023WealthNavi Inc. announced that they will report Q2, 2023 results on Aug 10, 2023공시 • Feb 10WealthNavi Inc., Annual General Meeting, Mar 24, 2023WealthNavi Inc., Annual General Meeting, Mar 24, 2023.공시 • Jan 20WealthNavi Inc. Revises Full-Year Earnings Forecast for the Fiscal Year Ending December 31, 2022WealthNavi Inc. revised full-year earnings forecast for the fiscal year ending December 31, 2022. For the period, the company is expecting operating revenue of JPY 6,573 Millions as compared to previous forecast of JPY 6,536 Millions and an Operating profit of JPY 209 millions as compared to previous forecast of JPY 45 millions.공시 • Dec 06WealthNavi Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023WealthNavi Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 WNAV.F 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: WNAV.F 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장WealthNavi 배당 수익률 vs 시장WNAV.F의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (WNAV.F)n/a시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Capital Markets)2.1%분석가 예측 (WNAV.F) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 WNAV.F 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 WNAV.F 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 WNAV.F 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: WNAV.F 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/03/05 15:08종가2024/12/31 00:00수익2024/12/31연간 수익2024/12/31데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스WealthNavi Inc.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koichi NiwaCitigroup Incnull nullStorm Research Limited
공시 • Jan 31WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out.
공시 • Jan 03WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025
공시 • Nov 30Mitsubishi UFJ Reportedly to Acquire WealthNaviMitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps.
공시 • Sep 03WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024
공시 • Jun 06WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
공시 • May 08WealthNavi Inc. Launches an Online Insurance Advisory ServiceWealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone.
공시 • Mar 07WealthNavi Inc. to Report Q1, 2024 Results on May 15, 2024WealthNavi Inc. announced that they will report Q1, 2024 results on May 15, 2024
공시 • Mar 04WealthNavi Inc. announced that it has received ¥15.65098 billion in funding from Mitsubishi UFJ Financial Group, Inc.On March 4, 2024, WealthNavi Inc. closed the transaction.
공시 • Feb 15WealthNavi Inc. announced that it expects to receive ¥15 billion in funding from Mitsubishi UFJ Financial Group, Inc.WealthNavi Inc. announced a private placement to issue common shares for the gross proceeds of ¥15,000,000,000 on February 13, 2024. The transaction will include participation from new investor Mitsubishi UFJ Financial Group, Inc. The investor is expected to take a stake of more than 15% through a private placement, making WealthNavi an equity-method affiliate.
공시 • Feb 14WealthNavi Inc., Annual General Meeting, Mar 26, 2024WealthNavi Inc., Annual General Meeting, Mar 26, 2024.
공시 • Jan 22WealthNavi Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023WealthNavi Inc. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Operating revenue forecast from JPY 7,717 million to JPY 8,167 million and Operating profit forecast from JPY 216 million to JPY 523 million.
공시 • Dec 24WealthNavi Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024WealthNavi Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024
공시 • Aug 31WealthNavi Inc. to Report Q3, 2023 Results on Nov 10, 2023WealthNavi Inc. announced that they will report Q3, 2023 results on Nov 10, 2023
공시 • Aug 11Wealthnavi Inc. Announces Production Design of New "Robo-Nisa"WealthNavi Inc. announced the produce design of New "Robo-NISA," which will be launched in January 2024 in full alignment with New NISA. The New NISA program, which will start in January 2024, has "installment allowance" and "growth allowance" in one NISA account. In order to invest in "installment allowance," users have to make investment through recurring deposits. New 'Robo-NISA" manages both "installment allowance" and 'growth allowance" within a New NISA account automatically. Users need to sign up for automated deposit plan to invest in "installment Allow." The annual management fee is 0% for "installment allowance" while the fees vary between 0.7-1%. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail. (0.77-1.1% including tax) for "growth allowance" depending on risk tolerance level. As a result, if investment is made only through automated deposits, the weighted average annual management fees of New NISA will be between 0.63-0.67% (0.693-0.737% including tax) depending on risk tolerance level. If users do not sign up for automated deposits or invest through combination of automated deposits and other deposits, the maximum fees of New NIS will be between 0.7-1% (0.77-1% including tax) depending on risks tolerance level. Please note that the annual fees for taxable and existing NISA accounts remain unchanged at 1% (1.1% including tax). WealthNavi's research on specialist online operators (as of June 2023) which is based on the Japan Investment Advisers Association, "Contact Asset Status" - sections "Wrap Accounts" and "Discretionary Accounts" (as of March 2023). In addition, the loyalty program is available for users of direct service, which offers discounted fees depending on the period of service use and asset size. With the program, the annual management fee for "growth allowance" comes down to 0.6-0.9% (0.66-0.99% including tax) and the weighted average annual management fees for New NISA account will be between 0.54-0.60% (0.594-0.0% including tax). WealthNav sets lower fee level for New NISA accounts to promote New NISA. The NewNISA program, which will start In January 2024, has "installation allowance" and "growth allowance") in one NISA account. in order to invest in "installation allowance," users have to make investments through recurring deposits. New "Robo-NSA" manages both "installment Allow" and "growth allowance" within a NewNISA account automatically. Users need To sign up for automated deposit plan To sign up for automated deposit plans to invest in "installment allowances." The annual management fee is 0% for "installment allowance " while the fees vary between 0.,7-1%. In the events of any discrepancy between the Japanese Original and this English translation, the Japan original shall prevail. (0.,77-1.1%including tax) for "growth allowance") depending on risk tolerance level.
공시 • Jun 03WealthNavi Inc. to Report Q2, 2023 Results on Aug 10, 2023WealthNavi Inc. announced that they will report Q2, 2023 results on Aug 10, 2023
공시 • Feb 10WealthNavi Inc., Annual General Meeting, Mar 24, 2023WealthNavi Inc., Annual General Meeting, Mar 24, 2023.
공시 • Jan 20WealthNavi Inc. Revises Full-Year Earnings Forecast for the Fiscal Year Ending December 31, 2022WealthNavi Inc. revised full-year earnings forecast for the fiscal year ending December 31, 2022. For the period, the company is expecting operating revenue of JPY 6,573 Millions as compared to previous forecast of JPY 6,536 Millions and an Operating profit of JPY 209 millions as compared to previous forecast of JPY 45 millions.
공시 • Dec 06WealthNavi Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023WealthNavi Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023