Nippon Paint Holdings Co., Ltd.

TSE:4612 Stock Report

Market Cap: JP¥2.8t

Nippon Paint Holdings Dividends and Buybacks

Dividend criteria checks 3/6

Nippon Paint Holdings is a dividend paying company with a current yield of 1.39% that is well covered by earnings. Next payment date is on 11th September, 2026 with an ex-dividend date of 29th June, 2026.

Key information

1.4%

Dividend yield

0.9%

Buyback Yield

Total Shareholder Yield2.3%
Future Dividend Yield1.6%
Dividend Growth8.2%
Next dividend pay date11 Sep 26
Ex dividend date29 Jun 26
Dividend per sharen/a
Payout ratio19%

Recent dividend and buyback updates

Analysis Article Oct 28

Nippon Paint Holdings (TSE:4612) Will Pay A Dividend Of ¥8.00

Nippon Paint Holdings Co., Ltd.'s ( TSE:4612 ) investors are due to receive a payment of ¥8.00 per share on 30th of...
Analysis Article Oct 09

Nippon Paint Holdings' (TSE:4612) Dividend Will Be ¥8.00

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th...

Recent updates

Narrative Update Jul 01

4612: Share Buybacks Will Support Future Upside

Analysts have trimmed their fair value estimate for Nippon Paint Holdings, with the price target moving from about ¥1,584 to ¥1,500. This reflects updated assumptions on revenue growth, margins, and the P/E multiple applied to future earnings.
Narrative Update Jun 17

4612: Fair Outlook Will Balance Refined Assumptions And Modest Profit Expectations

Analysts kept their ¥1,080 price target for Nippon Paint Holdings unchanged, citing only modest tweaks to assumptions, including a slightly lower discount rate, marginally higher revenue growth, and a small adjustment to expected profit margins and future P/E. What’s in the News for Nippon Paint Holdings No recent Nippon Paint Holdings news items were identified in the provided sources.
Narrative Update Jun 03

4612: Fair Outlook Will Balance Lower Revenue Assumptions And Refined Profit Expectations

Analysts have nudged their price target on Nippon Paint Holdings up by ¥30 to ¥1,080. They point to updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change.
Narrative Update May 20

4612: Share Buybacks Will Support Higher Returns With Stable Profitability Outlook

Analysts have nudged their price target on Nippon Paint Holdings slightly lower, trimming fair value from about ¥1,235 to roughly ¥1,227 as they incorporate updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Paint Holdings reported that between January 1, 2026 and February 28, 2026, it repurchased 8,512,300 shares for ¥9,093.21 million, representing 0.37% of shares.
Analysis Article May 19

Revenue Beat: Nippon Paint Holdings Co., Ltd. Exceeded Revenue Forecasts By 8.3% And Analysts Are Updating Their Estimates

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) defied analyst predictions to release its quarterly results, which were...
Narrative Update May 03

4612: Share Buybacks Will Support Higher Returns With Improving Profitability

Analysts have trimmed their price target for Nippon Paint Holdings by about ¥20 to ¥1,235, reflecting slightly lower revenue growth expectations, offset by a modestly higher projected profit margin and a somewhat lower future P/E assumption. What's in the News Buyback program update: between January 1 and February 28, 2026, the company repurchased 8,512,300 shares, or 0.37% of shares, for ¥9,093.21 million under the existing authorization (Key Developments).
Narrative Update Apr 19

4612: Share Buybacks And Higher Payout Will Support Future Upside

Analysts have made a small upward adjustment to their price target for Nippon Paint Holdings to ¥1,584 from ¥1,581, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Paint Holdings has updated its share repurchase activity under the buyback announced on October 9, 2025, completing the purchase of 29,410,000 shares, or 1.26% of shares, for ¥29,999.98m, including 8,512,300 shares, or 0.37%, repurchased between January 1 and February 28, 2026 for ¥9,093.21m (Key Developments).
Narrative Update Apr 03

4612: Share Buybacks Will Support Future Earnings And Dividend Upside

Analysts have slightly reduced their price target for Nippon Paint Holdings to ¥1,580.78 from ¥1,584.70, reflecting updated views on revenue growth, profit margins, the discount rate and future P/E assumptions. What's in the News Nippon Paint Holdings has an ongoing share repurchase program announced on October 9, 2025, under which it has bought back a total of 29,410,000 shares, representing 1.26% of shares, for ¥29,999.98 million across multiple tranches (Key Developments).
Narrative Update Mar 20

4612: Share Buybacks And Rising Margins Will Support Future Returns

Analysts have kept their price target for Nippon Paint Holdings broadly unchanged at about ¥1,584.70, reflecting only minor adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple. This signals a steady view of the company’s valuation drivers.
Narrative Update Mar 05

4612: Share Buybacks And Higher Margins Will Support Forward Returns

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,550 to about ¥1,585, reflecting updated assumptions that combine slightly higher profit margin and discount rate inputs with a modestly lower revenue growth outlook and a marginally reduced future P/E multiple. What's in the News Nippon Paint Holdings reported on progress under its share repurchase program announced on October 9, 2025, with a total of 29,410,000 shares bought back so far, representing 1.26% of shares for ¥29,999.98 million (company announcement).
Narrative Update Feb 19

4612: Buybacks And M&A Will Support Modest Returns With Balanced Risks

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,240 to about ¥1,255, citing updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth, a small uplift in profit margin, and a reduced future P/E multiple. What's in the News Nippon Paint Holdings issued consolidated earnings guidance for the fiscal year ending December 31, 2026, with expected revenue of ¥1.92b, operating profit of ¥283,000 million, profit attributable to owners of parent of ¥198,000 million, and basic EPS of ¥85.34 (company guidance).
Analysis Article Feb 17

Nippon Paint Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) will be pleased this week, given that the stock price is...
Narrative Update Feb 05

4612: Share Buybacks And Active M&A Will Support Future Upside

Analysts kept their fair value estimate for Nippon Paint Holdings steady at ¥1,240, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E. This reflects a broadly unchanged view of the company’s outlook.
Narrative Update Jan 22

4612: Active M&A Pipeline And Strong Balance Sheet Will Drive Future Upside

Analysts have trimmed their price target for Nippon Paint Holdings slightly, from ¥1,245 to ¥1,240. This reflects small adjustments to fair value, discount rate, profit margin and forward P/E assumptions, while keeping revenue growth expectations broadly unchanged.
Analysis Article Jan 14

Nippon Paint Holdings Co., Ltd. (TSE:4612) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nippon Paint Holdings fair value estimate is JP¥1,662 Nippon...
Narrative Update Jan 06

4612: Share Buyback And Active M&A Program Will Drive Future Upside

Analysts have kept their fair value estimate for Nippon Paint Holdings broadly unchanged at ¥1,245.45, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions driving the latest price target update. What's in the News Nippon Paint Holdings is actively seeking acquisitions, with management describing two approaches: bolt-on deals pursued by partner companies in nearby geographies or related businesses, and larger, more autonomous assets similar to the DuluxGroup acquisition in 2019 and the AOC deal this year (Key Developments).
Narrative Update Dec 15

4612: Share Buyback And M&A Focus Will Drive Shareholder Value

Analysts have slightly trimmed their price target for Nippon Paint Holdings to approximately ¥1,245 from about ¥1,255. This reflects a modestly lower fair value and profit margin outlook, which is only partially offset by marginally stronger expected revenue growth and a slightly cheaper future earnings multiple.
Narrative Update Nov 30

4612: Share Buyback Program Will Drive Shareholder Value Through 2026

Analysts have slightly raised their price target for Nippon Paint Holdings from ¥1,250 to ¥1,254.55, citing marginal improvements in profitability as well as minor changes in discount rates and revenue forecasts. What's in the News Nippon Paint Holdings announced an Analyst/Investor Day event to engage with stakeholders and share business updates (Key Developments).
Analysis Article Nov 18

Nippon Paint Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Shareholders might have noticed that Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) filed its third-quarter result this...
Narrative Update Nov 16

4612: Share Repurchase Program Will Drive Positive Momentum Through 2026

Analysts have revised their fair value estimate for Nippon Paint Holdings downward from ¥1,284 to ¥1,250 per share. This change reflects modest shifts in revenue growth projections and profit margin expectations.
Analysis Article Oct 28

Nippon Paint Holdings (TSE:4612) Will Pay A Dividend Of ¥8.00

Nippon Paint Holdings Co., Ltd.'s ( TSE:4612 ) investors are due to receive a payment of ¥8.00 per share on 30th of...
Analysis Article Oct 09

Nippon Paint Holdings' (TSE:4612) Dividend Will Be ¥8.00

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th...
Analysis Article Sep 28

Is Nippon Paint Holdings Co., Ltd. (TSE:4612) Trading At A 38% Discount?

Key Insights The projected fair value for Nippon Paint Holdings is JP¥1,622 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Sep 12

Nippon Paint Holdings (TSE:4612) Is Paying Out A Dividend Of ¥8.00

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th...
Narrative Update Sep 06

US Infrastructure Recovery And Asia Pacific Expansion Will Unlock Opportunities

Nippon Paint Holdings saw its consensus analyst price target marginally reduced from ¥1293 to ¥1284, as both revenue growth forecasts and discount rate estimates remained effectively unchanged. Valuation Changes Summary of Valuation Changes for Nippon Paint Holdings The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥1293 to ¥1284.
Analysis Article Aug 07

Nippon Paint Holdings (TSE:4612) Has A Pretty Healthy Balance Sheet

TSE:4612 1 Year Share Price vs Fair Value Explore Nippon Paint Holdings's Fair Values from the Community and select...
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New Narrative Nov 24

Expanding Into Emerging Markets Promises Revenue Growth Amid Global Challenges

Strategic cost reviews and personnel optimization in China aim to enhance margins and earnings growth.

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: 4612's dividend payments have been volatile in the past 10 years.

Growing Dividend: 4612's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

Nippon Paint Holdings Dividend Yield vs Market
How does 4612 dividend yield compare to the market?
SegmentDividend Yield
Company (4612)1.4%
Market Bottom 25% (JP)1.8%
Market Top 25% (JP)3.8%
Industry Average (Chemicals)2.3%
Analyst forecast (4612) (up to 3 years)1.6%

Notable Dividend: 4612's dividend (1.39%) isn’t notable compared to the bottom 25% of dividend payers in the JP market (1.83%).

High Dividend: 4612's dividend (1.39%) is low compared to the top 25% of dividend payers in the JP market (3.85%).


Earnings Payout to Shareholders

Earnings Coverage: With its low payout ratio (19.1%), 4612's dividend payments are well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its low cash payout ratio (21.5%), 4612's dividend payments are well covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/05 16:57
End of Day Share Price 2026/08/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nippon Paint Holdings Co., Ltd. is covered by 16 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Takashi EnomotoBofA Global Research
Yuta NishiyamaCitigroup Inc
Yifan ZhangCLSA