Japanese Stock News

Why Itoki (TSE:7972) is in Focus After Its February Board Meeting Itoki (TSE:7972) has jumped onto investors radars after its February 13 board meeting paired strong full year 2025 earnings with a higher dividend and guidance that points to further shareholder returns. See our latest analysis for Itoki. The share price reaction has been strong, with a 1-day share price return of 2.96% around the board meeting and a 30-day share price return of 29.16%. The 1-year total shareholder return of...

In February 2026, NOF Corporation announced higher full-year earnings and dividend guidance, alongside authorization of a ¥5,000 million share repurchase program covering up to 1,800,000 shares, or 0.79% of shares outstanding excluding treasury stock. The combination of upgraded profit outlook, a year-end dividend forecast lifted to ¥35.00 per share, and a new buyback underscores management’s focus on shareholder returns and capital efficiency despite mixed segment trends. With these changes...

Sumitomo Electric’s latest price move Sumitomo Electric Industries (TSE:5802) recently pushed to an all time high, advancing 4.59% in a session where the Nikkei 225 fell 1.07%. This performance highlights a sharp contrast with broader Japanese equities. See our latest analysis for Sumitomo Electric Industries. That all time high sits on top of strong recent momentum, with a 30 day share price return of 54.5% and a year to date gain of 54.8%, while the 1 year total shareholder return is very...

GMO Payment Gateway, Inc. reported past first-quarter results for the period ended December 31, 2025, with sales of ¥22,491 million and net income of ¥5,149 million, both higher than a year earlier, alongside improved basic and diluted earnings per share from continuing operations. On the same day, the board also considered introducing a shareholder benefit program, adding a potential new perk that could enhance the overall appeal of holding the company’s shares. We’ll now examine how this...

Why SECOM’s latest earnings and guidance matter for investors SECOM (TSE:9735) has just reported nine month earnings to December 31, 2025, alongside fresh guidance for the fiscal year ending March 31, 2026, giving you updated visibility on revenue, profit and earnings per share. See our latest analysis for SECOM. SECOM’s share price has moved to ¥5,946, with a 90 day share price return of 9.3% and a 1 year total shareholder return of 18.37%, suggesting steady momentum as investors absorb the...

Sony Group stock snapshot after recent performance Sony Group (TSE:6758) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. For investors, that recent stretch sits alongside longer term total returns over the past 3 and 5 years, and current fundamentals that include annual revenue of ¥13.17b and net income of ¥1.25b. See our latest analysis for Sony Group. At a...

In February 2026, Unicharm Corporation announced a ¥19,000 million share repurchase program covering 30,000,000 shares, alongside full-year 2025 results and refreshed 2026 earnings guidance and dividend plans. The combination of a new buyback, reduced 2025 year-end dividend, and higher 2026 dividend guidance highlights a recalibration of how Unicharm balances reinvestment needs with cash returns to shareholders. With Unicharm’s shares posting a modest 7-day gain, we’ll examine how the new...

MIRAIT ONE earnings spark fresh look at valuation MIRAIT ONE (TSE:1417) reported nine month results to December 31, 2025, with sales of ¥412,102 million and net income of ¥11,101 million, alongside higher basic earnings per share from continuing operations. See our latest analysis for MIRAIT ONE. MIRAIT ONE's latest earnings update comes after a strong run in the share price, with the stock at ¥3,952 and a 90 day share price return of 19.98%, supported by a 1 year total shareholder return of...

Tokai Carbon Co., Ltd. reported full-year 2025 results showing sales of ¥322,960 million and net income of ¥20,078 million, reversing the prior year’s loss, and subsequently issued earnings guidance targeting net sales of ¥347 billion for 2026 and ¥500 billion for 2030. This combination of a return to profitability and clear medium- and long-term sales targets highlights management’s confidence in reshaping Tokai Carbon’s growth profile. Next, we’ll examine how Tokai Carbon’s earnings...

Leadership changes on the agenda at Nitto Kogyo Nitto Kogyo (TSE:6651) has called a board meeting for 24 February 2026 to consider changes to its representative directors and directors, a governance move that can influence long term company direction. See our latest analysis for Nitto Kogyo. Investors appear to be responding to the leadership agenda, with Nitto Kogyo’s share price at ¥4,705 and a 90 day share price return of 23.65%. The 1 year total shareholder return is 67.01%, suggesting...

Seiko Epson (TSE:6724) has announced the retirement of multiple senior executives overseeing major operations. The company also disclosed the retirement of a key outside director from its board. These leadership and governance changes were announced together, signaling a broad refresh at the top of the organization. For you as an investor, the focus is on what this means for a business that spans printers, imaging equipment, and related technologies. Seiko Epson operates in sectors where...

Regulatory momentum in gastroenterology and neuroscience Takeda Pharmaceutical (TSE:4502) has drawn fresh investor attention after reporting positive Phase 3 KEPLER trial data for ENTYVIO in pediatric ulcerative colitis and securing FDA Priority Review for its narcolepsy type 1 candidate TAK-861. See our latest analysis for Takeda Pharmaceutical. These pipeline updates have arrived alongside a strong run in the share price, with Takeda Pharmaceutical posting a 30 day share price return of...

JAPAN MATERIAL Co., Ltd. recently reported earnings for the nine months ended December 31, 2025, with sales of ¥41,732 million and net income of ¥7,096 million, both higher than the same period a year earlier. Alongside this strong earnings update, the company scheduled a February 24, 2026 board meeting to consider changing its representative directors, hinting at potential leadership shifts. Next, we will examine how JAPAN MATERIAL’s robust nine-month earnings performance shapes its...

Daiwa House Industry (TSE:1925) has been in focus after its Q3 2026 results, updated full year guidance and a planned increase in the year end dividend to ¥100 per share. See our latest analysis for Daiwa House Industry. The recent Q3 earnings, higher year-end dividend guidance and the creation of CRC Holdings in the US have come alongside a steady build in momentum, with a 30-day share price return of 4.18% and a 1-year total shareholder return of 16.34%, while the 5-year total shareholder...

Why Toyoda Gosei’s recent buyback and bond sale matter for shareholders Toyoda Gosei (TSE:7282) has quickly followed the completion of a sizeable share buyback with a ¥10b sustainable bond offering, a pairing that puts its capital structure and shareholder focus in the spotlight. Between November 20, 2025 and February 16, 2026, the company repurchased 10,000,000 shares, equal to 7.86% of its outstanding stock, for ¥45,277.53m, and formally closed the plan on February 16. Just days later, it...

Nikon (TSE:7731) has announced a leadership transition that will likely catch investor attention, with long time insider Yasuhiro Ohmura set to become CEO on April 1, 2026, under a refreshed management structure. See our latest analysis for Nikon. The leadership reshuffle comes after a period of solid momentum, with Nikon’s share price at ¥1,968 and a 90 day share price return of 9.33%. The 1 year total shareholder return of 30.82% and 5 year total shareholder return of 144.21% point to a...

Japan Excellent (TSE:8987) issued fresh 2026 guidance, outlining expected revenues, profits and distributions for each half of the year, with a modest reduction in first half payouts and a slight increase projected for the second half. See our latest analysis for Japan Excellent. The guidance update comes after a period of steady share price gains, with Japan Excellent’s share price at ¥154,200 and a 1 year total shareholder return of 25.1%, while multi year total shareholder returns also...

Mitsubishi Electric’s board meeting on February 19, 2026 resulted in past organizational restructuring, including renaming its Corporate Human Resources Group to the Corporate Human Resources & Culture Transformation Group and consolidating culture initiatives into HR. The concurrent reshuffle of senior executive roles, including enhanced mandates for technology strategy, human resources, risk management and global planning, signals a coordinated push to align leadership with internal reform...

Union Tool Co. has already gone ex-dividend for a special ¥5.00 cash payout linked to its Dec-29-2025 year-end dividend, lifting the total annual dividend to ¥130 per share including a ¥70 year-end payment. This 65th-anniversary commemorative dividend underlines the company’s emphasis on shareholder returns and its willingness to share surplus cash with investors. We will now examine how this enhanced and commemorative dividend shapes Union Tool’s investment narrative, particularly around...

Why Metaplanet’s governance concerns are back in focus Metaplanet (TSE:3350) is under pressure after fresh governance questions around alleged misuse of shareholder funds, undisclosed borrowing against Bitcoin reserves, and very large unrealized Bitcoin losses resurfaced alongside its latest financial updates. See our latest analysis for Metaplanet. The latest governance concerns arrive after a sharp reset in market sentiment, with a 1-month share price return of a 41.8% decline following a...

In February 2026, Resonac Holdings reported full-year 2025 results showing sales of ¥1,347,125 million and net income of ¥29,031 million, while maintaining a ¥65.00 per-share dividend and issuing 2026 earnings and dividend guidance. At the same time, the company flagged potential portfolio reshaping via a planned spin-off of petrochemicals subsidiary Crasus Chemical, though regulatory uncertainty has delayed putting the transaction to a shareholder vote. We’ll now explore how weaker 2025...

Recent performance snapshot for Yamaha (TSE:7951) Yamaha (TSE:7951) has drawn investor attention after a period where short term returns were mixed, with a small 1 day decline but gains over the past month and past 3 months. Over the past month the stock shows a 2.0% return, while the past 3 months sit around 9.1%. Year to date, Yamaha’s total return is about 7.8%, with a 1 year total return near 11.5%. See our latest analysis for Yamaha. Yamaha’s ¥1,184 share price reflects a stock that has...

OSG stock moves and what investors may want to watch OSG (TSE:6136) has drawn fresh attention after a recent share price move, with the stock showing double digit returns over the past month and past 3 months. This has prompted investors to reassess its fundamentals. See our latest analysis for OSG. With the share price now at ¥2,885, OSG’s recent 11.41% 1 month and 24.60% 3 month share price returns sit alongside a 72.31% 1 year total shareholder return. This suggests momentum has been...

Sanki Engineering (TSE:1961) drew investor attention after reporting nine month results to December 31, 2025, alongside fresh earnings guidance for the year ending March 31, 2026. The new guidance gives clearer visibility on sales and profit expectations. See our latest analysis for Sanki Engineering. The earnings update and new guidance appear to have arrived during a strong run, with Sanki Engineering's 30 day share price return of 18.45% and year to date share price return of 28.84%...