TSE:6301Machinery
Does Komatsu’s (TSE:6301) Boosted Guidance and Dividend Signal a Shift in Shareholder Strategy?
On October 29, 2025, Komatsu Ltd. revised its consolidated earnings guidance upward for FY2026, increased its annual dividend to ¥95 per share from ¥83 a year prior, and reported progress on its ongoing share buyback plan, citing the Japanese yen’s depreciation and U.S. tariffs among contributing factors.
This combination of rising guidance, a dividend boost, and active share repurchases signals management’s focus on enhancing shareholder returns amid shifting currency and trade...