Japanese Banks Stock News

Mercari (TSE:4385) has drawn fresh attention after reporting half year sales of ¥106,255 million and net income of ¥10,586 million, along with higher full year revenue and core operating profit guidance for the year to June 30, 2026. See our latest analysis for Mercari. The raised guidance and solid half year result arrive after a strong 90 day share price return of 32% and a 1 year total shareholder return of 45.43%. The recent 5.26% 1 day share price decline and 8.39% 30 day share price...

Elliott Investment Management, the largest independent shareholder in Toyota Industries (TSE:6201), has publicly opposed Toyota Fudosan's extended tender offer. The fund argues the offer is significantly undervalued and urges shareholders to reject or withdraw tenders. Only a fraction of shares have reportedly been tendered, highlighting resistance among minority shareholders. The dispute is drawing attention to broader questions around Japanese corporate governance and treatment of minority...

Koito Manufacturing Co., Ltd. recently reported nine‑month results to December 31, 2025, with higher sales of ¥690,005 million but lower net income of ¥23,056 million compared with the prior year. At the same time, the company issued guidance for the fiscal year ending March 31, 2026 that combines an expected decline in net sales with higher operating profit driven by productivity gains, cost reductions, and a global restructuring of its production system. We will now examine how Koito’s...

On February 10, 2026, Iyogin Holdings,Inc. announced a share repurchase program authorizing the buyback of up to 5,000,000 shares, or 1.72% of its issued share capital, for ¥10,000 million by April 17, 2026, aiming to enhance corporate value by improving capital efficiency. This new program could lift the proportion of treasury shares beyond the 22,542,360 already held at December 31, 2025, tightening the effective free float. We will now examine how this capital-efficient share repurchase...

Nikon (TSE:7731) cut its earnings and dividend guidance for the year to March 2026 after reporting a net loss for the nine months to December 2025, prompting investors to reassess the stock. See our latest analysis for Nikon. The guidance cut and reported loss follow a strong run, with a year to date share price return of 12.68% and a 1 year total shareholder return of 30.60%. The latest 7 day and 90 day share price returns of 6.25% and 9.11% respectively suggest momentum has been building...

Meidensha (TSE:6508) has updated its earnings guidance for the fiscal year ending March 31, 2026. The company now expects ¥325,000 million in net sales and ¥20,500 million in net income attributable to shareholders. See our latest analysis for Meidensha. The guidance update comes after a recent 1 day share price decline of 5.59% to ¥6,760. However, the 30 day share price return of 11.74% and 1 year total shareholder return of 53.57% suggest that longer term momentum remains strong. If you are...

Nippon Densetsu Kogyo (TSE:1950) drew fresh investor attention after its January 30 board meeting, where management approved higher earnings forecasts and a richer dividend outlook for the fiscal year ending March 31, 2026. See our latest analysis for Nippon Densetsu Kogyo. The January 30 guidance upgrade and dividend increase come after a sharp run in the shares, with a 30 day share price return of 25.17% and a 1 year total shareholder return of 120.24%. This suggests momentum has been...

Buyback announcement puts KOSE Holdings (TSE:4922) in focus KOSE Holdings (TSE:4922) has announced a new share repurchase program of up to 650,000 shares, or 1.14% of issued shares, with a ¥3,000 million ceiling. The program will run through April 20, 2026. See our latest analysis for KOSE Holdings. At a share price of ¥6,044.0, KOSE Holdings has logged a 16.05% 1 month share price return and an 18.07% 3 month share price return, yet its 1 year total shareholder return of 2.97% decline and 3...

Kumagai Gumi Ltd (TSE:1861) has called a board meeting for February 13, 2026, to decide on changes to its Representative Directors, putting leadership continuity and future direction in sharper focus for shareholders. See our latest analysis for Kumagai GumiLtd. That leadership news follows a strong run, with Kumagai GumiLtd’s 30 day share price return of 16.41% and 90 day share price return of 35.14%, contributing to a 1 year total shareholder return of 102.69%. If this kind of momentum has...

Sotetsu Holdings (TSE:9003) drew fresh attention after reporting nine month results to December 31, 2025, with sales, net income and basic earnings per share all lower than the previous year. See our latest analysis for Sotetsu Holdings. Despite the weaker nine month results and the upcoming board meeting to consider an absorption type merger by a consolidated subsidiary, Sotetsu Holdings’ share price has a 90 day return of 10.79% and a 1 year total shareholder return of 22.65%. This suggests...

Why ASICS stock is back in focus ASICS (TSE:7936) is in the spotlight after its 2025 earnings call and a board meeting on February 13, 2026, to consider performance linked restricted share compensation using treasury shares. See our latest analysis for ASICS. The latest 7.97% 1 day share price return, with the stock at ¥4,375, caps a year where momentum has picked up, reflected in a 13.67% year to date share price return and a 25.30% 1 year total shareholder return. The earnings call and...

FurukawaLtd (TSE:5715) has just completed a sizeable share buyback, revised its full year earnings guidance upward, and lifted its year end dividend forecast, giving investors fresh information on capital allocation priorities. See our latest analysis for FurukawaLtd. The recent buyback completion, dividend uplift, and upgraded earnings guidance come after a sharp rerating in FurukawaLtd’s shares, with a 90 day share price return of 70.51% and a year to date gain of 56.58%, alongside a very...

Event context and recent share performance NTT (TSE:9432) has been on investors’ radar after recent price moves, with the share price last closing at ¥154.6 and short term returns showing mixed signals over the past week, month and past 3 months. See our latest analysis for NTT. Looking beyond the latest move, NTT’s share price return over the past quarter has been modest. The 1 year total shareholder return of 8.91% and 5 year total shareholder return of 59.33% point to stronger longer term...

Nagase & Co., Ltd. recently approved a share repurchase program of up to 1,100,000 shares for ¥3,000 million through March 31, 2026, alongside lifting its forecast year-end dividend to ¥55 per share and issuing earnings guidance for the fiscal year ending March 2026. By pairing higher cash returns to shareholders with updated earnings guidance and improved nine-month results, Nagase is clarifying how its ACE 2 plan translates into concrete capital allocation decisions. Next, we’ll examine...

Kioxia Holdings (TSE:285A) is back in focus after reporting third quarter earnings with higher sales and net income year on year, along with fresh guidance and commentary tied to NAND memory demand. See our latest analysis for Kioxia Holdings. The latest earnings update and guidance arrived alongside very strong recent momentum, with a 1 day share price return of 7.75% and a 30 day share price return of 71.8%. The 1 year total shareholder return is extremely high, suggesting sentiment around...

Tokyo Electron recently announced a share repurchase program of up to 7,500,000 shares for ¥150,000 million and raised its full-year earnings and dividend guidance for the fiscal year ending March 31, 2026. The combination of higher profit and dividend forecasts, alongside a new buyback, signals management’s confidence in cash generation and mid- to long-term profit potential. We’ll now examine how Tokyo Electron’s upgraded earnings outlook and enhanced shareholder returns reshape its...

Seibu Holdings (TSE:9024) has just reported its Q3 2026 results, with recent quarterly figures showing Q2 2026 revenue of ¥127,188 million and basic EPS of ¥24.87, alongside trailing twelve month EPS of ¥756.17 on revenue of ¥908,449 million and very large year over year earnings growth of 162.7%. Over the past few reporting periods, the company has seen quarterly revenue move from ¥126,857 million in Q2 2025 to ¥128,813 million in Q3 2025 and then ¥127,188 million in Q2 2026. Over the same...

Rakuten Bank, Ltd. reported past earnings for the nine months ended December 31, 2025, with net interest income rising to ¥102,843 million and net income increasing to ¥53,119 million, driving higher basic and diluted earnings per share year on year. Alongside this strong interim performance, Rakuten Bank raised its full-year earnings forecast while still opting to pay no dividends to prioritize capital retention and business expansion. We will now examine how Rakuten Bank’s upgraded...

Updated earnings guidance and why it matters for Imperial Hotel shares Imperial Hotel (TSE:9708) has updated its earnings guidance for the fiscal year ending March 31, 2026, flagging expected net sales of ¥56,100 million, operating profit of ¥1,600 million and profit attributable to owners of ¥2,050 million. See our latest analysis for Imperial Hotel. The updated guidance lands after a strong run in the share price, with a 30 day share price return of 6.87% and a 90 day gain of 25.70%...

Nisshinbo Holdings Inc. has already reported full-year 2025 results, posting sales of ¥502,339 million and net income of ¥13,920 million, equivalent to basic earnings per share from continuing operations of ¥89.07. The company had earlier raised its 2025 profit guidance on the back of strong Wireless and Communications performance and fixed-cost reductions, even as Micro Devices sales softened. Next, we examine how the upgraded profit outlook driven by Wireless and Communications reshapes...

Why Zeon Stock Is On Investors’ Radar Today Zeon (TSE:4205) has drawn attention after its recent share price move, with a 1 day return of negative 1.7% contrasting with positive performance over the past month and past 3 months. See our latest analysis for Zeon. That small 1 day share price decline sits within a stronger trend, with Zeon’s share price showing a 17.46% 3 month return and its 1 year total shareholder return of 35.54% pointing to momentum that investors are clearly paying...

Hikari Tsushin (TSE:9435) has just posted its Q3 2026 update, with recent quarterly revenue running at about ¥194.5 billion in Q2 2026 and basic EPS of ¥960.21, against a backdrop where trailing 12 month EPS sat at ¥3,182.21 on revenue of roughly ¥722.5 billion. Over the past reported quarters, the company has seen revenue move from ¥173.0 billion in Q3 2025 to ¥187.7 billion in Q4 2025 and then to ¥194.5 billion in Q2 2026, while quarterly EPS shifted from ¥1,244.00 in Q3 2025 to ¥336.01 in...

Earnings snapshot and what changed for Tokyo Seimitsu Tokyo Seimitsu (TSE:7729) has drawn attention after reporting nine month results to December 31, 2025, with sales of ¥112,971 million, higher than a year earlier, but net income and earnings per share were lower. See our latest analysis for Tokyo Seimitsu. The mixed earnings picture has not stopped momentum in the share price, with a 30 day share price return of 33.72% and a 62.68% gain over 90 days. The 1 year total shareholder return of...

On January 30, 2026, Yamazaki Baking Co., Ltd.’s board approved a revision to its dividend forecast for the fiscal year ended December 31, 2025, lifting the planned year-end dividend from ¥50.00 to ¥60.00 per share after reviewing performance trends and financial conditions. This higher dividend payout underscores the company’s emphasis on shareholder returns, highlighting how capital allocation decisions can influence investor perceptions of Yamazaki Baking’s financial policy. We’ll now...