LY Management
Management criteria checks 3/4
LY's CEO is Takeshi Idezawa, appointed in Apr 2023, has a tenure of 3.08 years. total yearly compensation is ¥852.00M, comprised of 10.6% salary and 89.4% bonuses, including company stock and options. directly owns 0.002% of the company’s shares, worth ¥56.10M. The average tenure of the management team and the board of directors is 5.4 years and 5.2 years respectively.
Key information
Takeshi Idezawa
Chief executive officer
JP¥852.0m
Total compensation
| CEO salary percentage | 10.56% |
| CEO tenure | 3.1yrs |
| CEO ownership | 0.002% |
| Management average tenure | 5.4yrs |
| Board average tenure | 5.2yrs |
Recent management updates
Recent updates
4689: Governance Review And Outage Resolution Will Support Long Term Upside
Analysts have trimmed their price target on LY slightly to ¥519 from about ¥522, reflecting small updates to fair value inputs, discount rate, revenue growth, profit margin and assumed future P/E. What's in the News A board meeting is scheduled for April 6, 2026, to review a change in Representative Director along with candidates for Directors and a Substitute Director serving on the Audit and Supervisory Committee.4689: System Outage And Board Changes Will Set Up Long Run Upside
Analysts have trimmed their price target on LY from ¥540.82 to ¥522.00 as updated assumptions for discount rate, revenue growth, profit margin and forward P/E are reflected in their models. What's in the News LY Corporation has scheduled a board meeting for April 6, 2026, to consider a change in Representative Director and to review candidates for Directors and a Substitute Director serving on the Audit and Supervisory Committee (company event filing).4689: System Outage Impact Will Set Up Attractive Long Run Upside
Analysts have trimmed their price target for LY slightly to align more closely with a fair value of about ¥541, reflecting updated views on growth, margins, and a modestly lower future P/E multiple. What's in the News LY Corporation revised its financial guidance for the fiscal year ending March 31, 2026, now expecting revenue of ¥2,000,000 million, compared with previous guidance of ¥2,100,000 million (Key Developments).4689: Planned Merger Will Offset System Outage And Support Long-Term Upside
Analysts have adjusted their price target on LY slightly lower from ¥557 to ¥547. This reflects modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.4689: Planned Merger And System Outage Impact Will Create Long-Term Upside
Analysts have slightly reduced their price target on LY to ¥557, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E that keep their fair value view broadly in line with previous estimates. What's in the News LY cut its financial guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,000,000 million, compared with previous guidance of ¥2,100,000 million, citing the impact of an October 2025 system outage at ASKUL Corporation on full year consolidated revenue (Key Developments).There May Be Underlying Issues With The Quality Of LY's (TSE:4689) Earnings
Feb 11
4689: Fair Outlook Will Balance System Outage Impact And Subsidiary Merger
Analysts now place LY's price target at $460, up from about $435. This reflects refreshed assumptions around slightly higher revenue growth, a lower profit margin, a higher discount rate, and a higher future P/E.Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results
Feb 08LY's (TSE:4689) Dividend Will Be Increased To ¥7.30
Feb 064689: Planned Merger And Higher Dividend Commitment Will Support Long-Term Upside
Analysts have nudged their price target on LY slightly higher to around $557 per share, reflecting updated assumptions for the discount rate and future P/E, while leaving their overall fair value view broadly unchanged. What's in the News A board meeting is scheduled for December 23, 2025, to approve an absorption-type merger of wholly owned subsidiary LINE Pay Corporation.LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's
Jan 23Return Trends At LY (TSE:4689) Aren't Appealing
Jan 134689: Planned Merger And Higher Dividend Policy Will Support Long-Term Upside
Analysts have modestly lifted their price target on LY to reflect a slightly higher assumed P/E multiple, along with small tweaks to the discount rate, revenue growth, and profit margin expectations. This has resulted in a refined valuation now framed around an updated fair value of $557.38.LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's
Dec 26Do LY's (TSE:4689) Earnings Warrant Your Attention?
Dec 234689: Higher Dividends And Robust Payout Policy Will Support Long-Term Upside
Analysts made a modest downward revision to their price target on LY to approximately $557 from about $558, reflecting slightly lower fair value estimates driven by incremental tweaks to the discount rate, long term revenue growth, and profit margin assumptions. What's in the News LY Corporation raised its dividend guidance for the fiscal year ending March 31, 2026 to JPY 7.30 per share, up from JPY 7.00 per share.4689: Future Shareholder Returns And Dividend Increases Will Drive Long-Term Upside
Analysts have trimmed their price target on LY by approximately $25 per share. This reflects a slightly higher assumed discount rate, marginally slower long term revenue growth expectations, and a modestly lower future earnings multiple, partly offset by a small improvement in projected profit margins.LY (TSE:4689) Seems To Use Debt Quite Sensibly
Nov 24LY (TSE:4689) Is Increasing Its Dividend To ¥7.30
Nov 07LY Corporation's (TSE:4689) Price In Tune With Earnings
Nov 02Analysts Maintain LY Price Target as Valuation Metrics Remain Steady Amid Recent Company Updates
Narrative Update: Analyst Price Target Adjustment for LY Analysts have maintained their price target for LY at $582.93, citing steady projections for revenue growth and profit margins with only minor adjustments to risk assumptions. What's in the News A board meeting is scheduled for September 11, 2025 to consider making LINE MAN CORPORATION PTE.A Look At The Intrinsic Value Of LY Corporation (TSE:4689)
Oct 19AI Personalization And Revamped LINE Will Unlock Digital Opportunities
Analysts have raised their price target for LY from $567.40 to $582.93, citing expectations for slightly higher revenue growth and a modestly lower discount rate. What's in the News LY Corporation will hold a Board Meeting on September 11, 2025 to consider making LINE MAN CORPORATION PTE.LY (TSE:4689) Hasn't Managed To Accelerate Its Returns
Oct 05AI Personalization And Revamped LINE Will Unlock Digital Opportunities
The marginal reduction in LY's consensus price target from ¥573 to ¥567 reflects minor decreases in both the discount rate and net profit margin, indicating limited changes to the company’s valuation outlook. What's in the News Board meetings were held to consider and later revise the scheduled cancellation date of treasury shares.LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next
Aug 06These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well
Aug 03Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?
Jul 20The Price Is Right For LY Corporation (TSE:4689)
Jul 07Returns On Capital At LY (TSE:4689) Have Hit The Brakes
Jun 19Earnings Update: LY Corporation (TSE:4689) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
May 09
The Future Of Digital Transformation And Financial Growth Brings Optimism
Focus on Official Accounts and MINI Apps aims to boost revenue through digital transformation and improved customer experience.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | JP¥209b |
| Sep 30 2025 | n/a | n/a | JP¥205b |
| Jun 30 2025 | n/a | n/a | JP¥151b |
| Mar 31 2025 | JP¥852m | JP¥90m | JP¥153b |
| Dec 31 2024 | n/a | n/a | JP¥118b |
| Sep 30 2024 | n/a | n/a | JP¥107b |
| Jun 30 2024 | n/a | n/a | JP¥127b |
| Mar 31 2024 | JP¥1b | JP¥90m | JP¥113b |
| Dec 31 2023 | n/a | n/a | JP¥121b |
| Sep 30 2023 | n/a | n/a | JP¥232b |
| Jun 30 2023 | n/a | n/a | JP¥191b |
| Mar 31 2023 | JP¥179m | JP¥46m | JP¥179b |
| Dec 31 2022 | n/a | n/a | JP¥191b |
| Sep 30 2022 | n/a | n/a | JP¥63b |
| Jun 30 2022 | n/a | n/a | JP¥76b |
| Mar 31 2022 | JP¥64m | JP¥42m | JP¥77b |
Compensation vs Market: Takeshi's total compensation ($USD5.42M) is above average for companies of similar size in the JP market ($USD1.44M).
Compensation vs Earnings: Takeshi's compensation has been consistent with company performance over the past year.
CEO
Takeshi Idezawa (52 yo)
3.1yrs
Tenure
JP¥852,000,000
Compensation
Mr. Takeshi Idezawa serves as Part Time Director at PayPay Corporation since June 2023. He had been Co-Chief Executive Officer at LY Corporation since March 1, 2021 until April 01, 2023 and has been its Pr...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 3.1yrs | JP¥852.00m | 0.0019% ¥ 56.1m | |
| Group Chief Product Officer | 5.2yrs | JP¥299.00m | no data | |
| Executive Corporate Officer & CFO | no data | no data | no data | |
| Executive Corporate Officer & Chief Global Investment Officer | 5.2yrs | no data | no data | |
| Executive Corporate Officer & CTO | no data | no data | no data | |
| Executive VP | 5.6yrs | no data | no data | |
| Executive Officer | no data | no data | no data | |
| Senior Managing Corporate Officer | no data | JP¥158.00m | no data | |
| Chief Information Security Officer | 12.1yrs | no data | no data | |
| Corporate Officer & Executive VP | no data | no data | no data | |
| Executive Corporate Officer & Media Search Domain Lead | 10.1yrs | no data | no data | |
| Executive Officer | no data | no data | no data |
5.4yrs
Average Tenure
53yo
Average Age
Experienced Management: 4689's management team is seasoned and experienced (5.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 5.2yrs | JP¥852.00m | 0.0019% ¥ 56.1m | |
| Independent Outside Director | 5.2yrs | JP¥16.00m | 0.000080% ¥ 2.3m | |
| Independent Outside Director | 6.9yrs | JP¥32.00m | 0.000080% ¥ 2.3m | |
| Representative Chairperson | 7.9yrs | JP¥347.00m | 0.012% ¥ 347.8m | |
| Auditor | 5.6yrs | no data | no data | |
| Independent Outside Director | 5.2yrs | JP¥16.00m | 0.000080% ¥ 2.3m | |
| Independent Outside Director | 1.9yrs | JP¥13.00m | no data |
5.2yrs
Average Tenure
56yo
Average Age
Experienced Board: 4689's board of directors are considered experienced (5.2 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 22:25 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/03/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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
LY Corporation is covered by 28 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |