Japanese Insurance Stock News

TSE:4689
TSE:4689Interactive Media and Services

LY And Bain Kakaku.com Deal Tests Growth And Integration Story

LY Corporation (TSE:4689) and Bain Capital plan to jointly acquire Kakaku.com through a take private transaction. The deal structure includes a cash tender offer followed by a squeeze out of remaining shareholders. The move targets Kakaku.com's data assets and user base for generative AI and new revenue models in Japan's digital platform sector. LY Corporation sits at the intersection of messaging, payments, advertising and other digital services in Japan, where scale and data are central...
TSE:9101
TSE:9101Shipping

A Look At Nippon Yusen Kabushiki Kaisha (TSE:9101) Valuation After Its Weaker 2026 Earnings Results

Nippon Yusen Kabushiki Kaisha (TSE:9101) has drawn investor attention after reporting full year 2026 results. Sales and net income were lower than the prior year, and basic EPS was roughly halved. See our latest analysis for Nippon Yusen Kabushiki Kaisha. Despite the weaker full year 2026 results, Nippon Yusen Kabushiki Kaisha’s share price has a 90 day return of 8.89% and a year to date share price return of 7.38%. The 5 year total shareholder return of about 5x suggests longer term...
TSE:4641
TSE:4641Professional Services

Altech (TSE:4641) Quarterly EPS Drop Tests Confidence In Slower Earnings Growth Narrative

Altech (TSE:4641) has opened Q1 2026 with revenue of ¥13.3b and basic EPS of ¥15.29, setting the tone against a trailing twelve month backdrop where revenue sits at ¥53.5b and EPS at ¥132.79. Over the past year, revenue has moved from ¥49.9b in the twelve months to Q4 2024 to ¥53.5b in the latest twelve month period, while quarterly revenue has ranged between ¥12.5b and ¥14.5b with EPS between ¥15.29 and ¥66.13, giving you a clear view of how the top and bottom line have tracked into this...
TSE:9274
TSE:9274Trade Distributors

Kpp Group Holdings (TSE:9274) Margin Compression To 0.9% Tests Bullish Narratives

Kpp Group Holdings (TSE:9274) has reported its FY 2026 results with fourth quarter revenue of ¥168.0 billion and basic EPS of ¥33.03, alongside net income of ¥2,073 million. Trailing 12 month revenue stood at ¥650.4 billion with basic EPS of ¥87.44 and net income of ¥5,618 million. Over recent quarters, revenue has moved from ¥169.2 billion and basic EPS of ¥45.89 in Q4 FY 2025 to ¥159.3 billion and EPS of ¥19.58 in Q1 FY 2026, then ¥159.9 billion and ¥14.78 in Q2 and ¥163.1 billion and...
TSE:2986
TSE:2986Real Estate

LA Holdings (TSE:2986) Margin Improvement Puts Earnings Quality Concerns In Sharper Focus

LA Holdings (TSE:2986) has kicked off Q1 2026 with revenue of ¥8.1b and basic EPS of ¥77.72, setting the tone for how the rest of the year could shape up against its recent earnings history. The company has seen quarterly revenue move from ¥8.3b and EPS of ¥108.97 in Q1 2025 through to ¥15.7b and EPS of ¥386.56 by Q4 2025, before resetting to the current Q1 2026 levels. This has left investors focused on how much of that earnings power is translating into sustained margins. See our full...
TSE:7911
TSE:7911Commercial Services

Toppan Holdings (TSE:7911) Margin Compression Challenges Bullish Earnings Growth Narrative

TOPPAN Holdings (TSE:7911) has just wrapped up FY 2026 with fourth quarter revenue of ¥482.2 billion and basic EPS of ¥23.63, alongside net income excluding extra items of ¥6.7 billion. Over recent periods, the company has seen quarterly revenue move from ¥459.3 billion in FY 2025 Q4 to ¥397.6 billion in FY 2026 Q1, ¥466.1 billion in Q2, ¥459.2 billion in Q3, and then ¥482.2 billion in Q4. EPS shifted from ¥56.98 to ¥32.41, ¥71.71, ¥99.50, and ¥23.63 respectively. With trailing 12 month net...
TSE:5991
TSE:5991Auto Components

A Look At NHK Spring (TSE:5991) Valuation After The Board Rejected Governance Proposals

NHK Spring (TSE:5991) has come into focus after its board publicly opposed governance proposals from shareholder LONGCHAMP SICAV, including a call for a majority of outside directors and a different AGM record date. See our latest analysis for NHK Spring. The governance dispute has arrived at a time when momentum in NHK Spring's stock has been strong, with a 7 day share price return of 22.31% and a year to date share price return of 38.05%, alongside a 1 year total shareholder return of...
TSE:2002
TSE:2002Food

Nisshin Seifun Group (TSE:2002) Margin Compression Challenges Bullish Earnings Growth Narrative

Nisshin Seifun Group (TSE:2002) has wrapped up FY 2026 with fourth quarter revenue of ¥211.0b and basic EPS of ¥34.17, rounding out a trailing twelve month line up of ¥865.0b in revenue and EPS of ¥113.33. Over recent periods, revenue has moved from ¥851.5b and EPS of ¥117.33 on a trailing basis in FY 2025 to the latest ¥865.0b and ¥113.33 respectively, giving you a clear view of how the top line and EPS are tracking into the current year. For investors, the key question now is how much of...
TSE:5711
TSE:5711Metals and Mining

Assessing Mitsubishi Materials (TSE:5711) Valuation After Earnings Show Higher Profit On Lower Sales

Earnings shift attention to Mitsubishi Materials (TSE:5711) Mitsubishi Materials (TSE:5711) has drawn fresh attention after reporting full year results to March 31, 2026, with sales lower year on year but net income and basic earnings per share higher. See our latest analysis for Mitsubishi Materials. The stock has eased in the past month with a 30 day share price return of 5.99% lower, while the year to date share price return of 47.10% and 1 year total shareholder return of 153.60% indicate...
TSE:1812
TSE:1812Construction

Kajima (TSE:1812) Margin Gain And 53.6% Earnings Growth Test Bullish Narratives

Kajima (TSE:1812) has wrapped up FY 2026 with fourth quarter revenue of ¥921.2 billion, Basic EPS of ¥118.30 and trailing twelve month earnings growth of 53.6%, backed by a net margin of 5.7% versus 4.2% a year earlier. Over recent quarters the company has seen revenue move from ¥885.4 billion and Basic EPS of ¥108.99 in Q4 FY 2025 to ¥921.2 billion and ¥118.30 in Q4 FY 2026, while trailing twelve month Basic EPS rose from ¥266.49 to ¥379.81. For investors, the combination of higher earnings...
TSE:1963
TSE:1963Construction

JGC Holdings (TSE:1963) Profit Recovery Reinforces Bullish Earnings Quality Narrative

JGC Holdings (TSE:1963) has wrapped up FY 2026 with fourth quarter revenue of ¥178.5b and basic EPS of ¥49.36, while across the trailing twelve months revenue came in at ¥745.3b and basic EPS was ¥173.06. Over recent periods, quarterly revenue has moved from ¥197.4b in FY 2025 Q3 to ¥253.9b in FY 2025 Q4, then tracked in the ¥178.5b to ¥191.4b range through FY 2026. Over the same span, EPS shifted from a loss equivalent of ¥69.27 in FY 2025 Q3 to positive readings of ¥23.17 to ¥75.44 through...
TSE:5110
TSE:5110Auto Components

Assessing Sumitomo Rubber Industries (TSE:5110) Valuation After Q1 Profit Surge And Higher Dividend Plans

Sumitomo Rubber Industries (TSE:5110) has drawn fresh attention after reporting first quarter 2026 results showing 5.0% year on year sales growth, a surge in profit, reaffirmed full year forecasts, and plans for a higher dividend. See our latest analysis for Sumitomo Rubber Industries. The first quarter update comes after a mixed stretch for the stock, with the share price down 22.98% over 90 days and 15.75% year to date, yet delivering a 20.06% total shareholder return over 1 year and 73.78%...
TSE:2503
TSE:2503Beverage

Kirin Holdings (TSE:2503) Margin Improvement Challenges Revenue‑Focused Narratives In Q1 2026

Kirin Holdings Company (TSE:2503) has opened Q1 2026 with revenue of ¥573.0 billion and basic EPS of ¥33.46, setting the tone for another closely watched year of results. The company has seen quarterly revenue move from ¥545.9 billion in Q1 2025 to ¥573.0 billion in Q1 2026, while basic EPS over that same period went from ¥30.05 to ¥33.46, with trailing 12 month EPS at ¥185.55 on revenue of ¥2.5 trillion. Against that backdrop of higher trailing profitability and a current share price of...
TSE:6965
TSE:6965Electronic

A Look At Hamamatsu Photonics (TSE:6965) Valuation After Raised Outlook And Profit Recovery Guidance

Hamamatsu Photonics K.K (TSE:6965) raised its full year outlook after reporting year on year sales growth in industrial and semiconductor segments, backed by strong orders but weighed by margin pressure and higher R&D spending. See our latest analysis for Hamamatsu Photonics K.K. The stock has swung sharply higher in recent weeks, with a 1-month share price return of 35.56% and a year to date share price return of 55.61%. However, the 1-year total shareholder return of 85.55% contrasts with...
TSE:9628
TSE:9628Consumer Services

San Holdings (TSE:9628) One Off ¥3.1b Gain Challenges Bullish Earnings Narrative

SAN Holdings (TSE:9628) has wrapped up FY 2026 with fourth quarter revenue of ¥10,064 million and basic EPS of ¥136.97, supported by net income of ¥3,112 million. Over the past two reported fourth quarters, the company has seen revenue move from ¥11,215 million to ¥10,064 million while basic EPS shifted from ¥158.83 to ¥136.97, and trailing twelve month EPS for the latest period stands at ¥213.37 on revenue of ¥37,865 million. With net profit margin improving to 11.9% from 8.1% and a large...
TSE:6232
TSE:6232Electronic

ACSL (TSE:6232) Q1 Loss Reduction Challenges Bearish Profitability Narratives

ACSL (TSE:6232) opened its 2026 financial year with Q1 revenue of ¥619 million, a basic EPS loss of ¥3.94, and a net income loss of ¥73 million, providing a clear snapshot of where the business stands as the stock trades around ¥3,115. Over recent quarters the company has reported revenue of ¥487.94 million in Q1 2025, ¥1.35 billion in Q4 2025, and ¥619 million in Q1 2026, while basic EPS has ranged from a loss of ¥8.89 in Q1 2025 to a loss of ¥44.79 in Q3 2025 and a loss of ¥3.94 in the...
TSE:7803
TSE:7803Entertainment

Bushiroad (TSE:7803) Margin Expansion To 9% Challenges Earnings Skepticism

Bushiroad (TSE:7803) has put up another busy quarter, with Q3 2026 revenue of ¥14.5b and basic EPS of ¥7.51, backed by trailing 12 month net income of ¥5.3b and basic EPS of ¥39.08. Over the past few quarters, revenue has moved from ¥13.6b in Q3 2025 to ¥14.5b in Q3 2026, while basic EPS has shifted from ¥3.31 to ¥7.51, with trailing 12 month earnings growing 110.9% and net margin stepping up from 4.8% to 9%. This frames the update as a story about how much profit the company is now keeping...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Margin Expansion Reinforces Bullish Profitability Narrative

Mitsubishi UFJ Financial Group (TSE:8306) has reported its FY 2026 results with fourth quarter revenue of ¥2.27 trillion and Basic EPS of ¥54.28, alongside trailing twelve month revenue of ¥8.51 trillion and Basic EPS of ¥213.17. Over recent periods, revenue has ranged from ¥1.90 trillion to ¥2.27 trillion per quarter, while quarterly Basic EPS has moved between ¥45.79 and ¥65.59. This sets up a full year picture that feeds into the latest trailing earnings profile. With TTM net income of...
TSE:3300
TSE:3300Real Estate

Ambition DX Holdings (TSE:3300) Q3 EPS Growth Tests Cautious Cash Flow Narratives

AMBITION DX HOLDINGS (TSE:3300) has reported its Q3 2026 numbers with revenue of ¥14.3 billion and basic EPS of ¥75.43, set against trailing 12 month EPS growth of 13.1% and a net profit margin of 4.1% versus 3.9% a year earlier. Over recent quarters, revenue has moved from ¥10.1 billion in Q2 2025 to ¥11.6 billion in Q3 2025, then to ¥13.0 billion in Q2 2026 and ¥14.3 billion in Q3 2026, while quarterly basic EPS went from ¥9.10 to ¥55.40, ¥64.92 and ¥75.43 across the same periods. With...
TSE:6412
TSE:6412Hospitality

Heiwa (TSE:6412) Valuation After Earnings Beat And Planned Shift To A Pure Holding Company Structure

Heiwa (TSE:6412) drew fresh investor attention after its May 13 board meeting, which paired a fiscal 2026 earnings beat with confirmation of a planned transition to a pure holding company structure by October 2026. See our latest analysis for Heiwa. Investors appear to be weighing the recent earnings beat and holding company announcement against a softer trend in returns. A 7 day share price return of 4.74% contrasts with a year to date share price decline of 6.95% and a 1 year total...
TSE:378A
TSE:378AMedia

Hit (TSE:378A) Margin Slip To 20.6% Tests Bullish Growth Narratives

Hit (TSE:378A) has just posted its Q3 2026 numbers, reporting revenue of ¥1,186 million, basic EPS of ¥29.79 and a trailing twelve month net profit margin of 20.6% compared with 21.5% the year before, alongside 14.7% revenue growth over that period. The company’s quarterly revenue increased from ¥925 million in Q3 2025 to ¥1,186 million in Q3 2026, with basic EPS rising from ¥24.46 to ¥29.79 over the same quarters. Over this time, the share price has been highly volatile, and the stock trades...
TSE:8370
TSE:8370Banks

Kiyo Bank (TSE:8370) Earnings Growth And 22.8% Margin Challenge Bearish Profitability Narratives

Kiyo Bank (TSE:8370) has wrapped up FY 2026 with fourth quarter revenue of ¥28,573 million and basic EPS of ¥101.14, while trailing twelve month revenue reached ¥98,942 million and EPS came in at ¥339.91. Over recent periods, revenue has moved from ¥86,397 million in the FY 2025 fourth quarter on a trailing basis to ¥98,942 million in the FY 2026 fourth quarter, with quarterly EPS ranging from ¥41.03 in the second quarter to ¥101.14 in the fourth. With a trailing net profit margin of 22.8%...
TSE:6098
TSE:6098Professional Services

Recruit Holdings (TSE:6098) Margin Expansion Tests Premium P/E Narrative

Recruit Holdings (TSE:6098) has wrapped up FY 2026 with fourth quarter revenue of ¥960.6 billion and basic EPS of ¥72.58, alongside trailing twelve month EPS of ¥353.61. Over recent periods, the company has seen revenue move from ¥861.8 billion in FY 2025 Q4 to ¥960.6 billion in FY 2026 Q4, while quarterly EPS shifted from ¥45.29 to ¥72.58 and trailing twelve month EPS moved from ¥271.44 to ¥353.61. For investors tracking the story, the latest set of results points to a business where...
TSE:9956
TSE:9956Consumer Retailing

A Look At Valor Holdings (TSE:9956) Valuation After Raising Its Year End Dividend Forecast

Valor Holdings (TSE:9956) has raised its year end dividend forecast to ¥39 per share, lifting the annual payout to ¥74, while also updating its cost of capital and stock price focused management framework. See our latest analysis for Valor Holdings. The revised dividend forecast and renewed focus on cost of capital come after a mixed few months for the stock. It has delivered a 6.05% 7 day share price return and a 3.70% decline over 30 days, set against a 12.87% year to date share price...