Buy Or Sell Opportunity • May 27
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 1.2% to JP¥19,805. The fair value is estimated to be JP¥15,861, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period. Reported Earnings • May 09
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥738 (up from JP¥551 in FY 2025). Revenue: JP¥493.7b (up 17% from FY 2025). Net income: JP¥100.0b (up 34% from FY 2025). Profit margin: 20% (up from 18% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.1%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Live News • May 09
Konami Posts 33.9% Profit Jump and Announces Larger Dividend for Fiscal 2026 Profit attributable to owners for the year ended March 31, 2026, was up 33.9%.
The company set an annual dividend of ¥221.50 per share and raised its payout ratio.
Konami guided to modest revenue and profit growth for the fiscal year ending March 31, 2027, and scheduled its general shareholders meeting for June 25, 2026, with dividend payments starting June 4, 2026.
For you as an investor, the 33.9% profit increase and higher payout ratio indicate that management is currently returning more cash to shareholders, supported by the latest reported financial results. The ¥221.50 dividend is sizeable in absolute terms and may be of interest if you focus on income, especially given that the payment date is already set for early June.
The company’s forecast for modest growth in revenue and profit for the year to March 31, 2027, reflects a measured outlook rather than an emphasis on aggressive expansion. The upcoming June 25 shareholders meeting will also be an important date to watch for any commentary on capital allocation, future dividends, or business priorities that could influence how you view the stock’s risk and income profile. Announcement • May 08
Konami Group Corporation, Annual General Meeting, Jun 25, 2026 Konami Group Corporation, Annual General Meeting, Jun 25, 2026. Announcement • Apr 08
Konami Group Corporation to Report Fiscal Year 2026 Results on May 08, 2026 Konami Group Corporation announced that they will report fiscal year 2026 results on May 08, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥108 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%). Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥18,030, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Entertainment industry in Japan. Total returns to shareholders of 199% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,949 per share. Reported Earnings • Jan 30
Third quarter 2026 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2026 results: EPS: JP¥206 (up from JP¥197 in 3Q 2025). Revenue: JP¥128.2b (up 1.1% from 3Q 2025). Net income: JP¥27.9b (up 4.3% from 3Q 2025). Profit margin: 22% (in line with 3Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 07
Konami Group Corporation to Report Q3, 2026 Results on Jan 29, 2026 Konami Group Corporation announced that they will report Q3, 2026 results on Jan 29, 2026 Declared Dividend • Nov 21
First half dividend of JP¥83.00 announced Shareholders will receive a dividend of JP¥83.00. Ex-date: 30th March 2026 Payment date: 5th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 40%. Cash payout ratio: 42%. Reported Earnings • Oct 31
Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2026 results: EPS: JP¥197 (up from JP¥127 in 2Q 2025). Revenue: JP¥127.9b (up 36% from 2Q 2025). Net income: JP¥26.7b (up 55% from 2Q 2025). Profit margin: 21% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 30
Konami Group Corporation Announces Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2026, Payable on November 20, 2025 Konami Group Corporation announced dividend for the second quarter-end of fiscal year ending March 31, 2026. For the second quarter-end, the company announced to pay dividend of JPY 83.00 per share against JPY 66.00 per share a year ago. Beginning date of dividend payment: November 20, 2025. Announcement • Oct 02
Konami Group Corporation to Report Q2, 2026 Results on Oct 30, 2025 Konami Group Corporation announced that they will report Q2, 2026 results on Oct 30, 2025 Price Target Changed • Aug 07
Price target increased by 7.3% to JP¥23,386 Up from JP¥21,796, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of JP¥24,305. Stock is up 115% over the past year. The company is forecast to post earnings per share of JP¥686 for next year compared to JP¥551 last year. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥24,305, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 22x in the Entertainment industry in Japan. Total returns to shareholders of 265% over the past three years. Reported Earnings • Aug 01
First quarter 2026 earnings: EPS misses analyst expectations First quarter 2026 results: EPS: JP¥146 (up from JP¥141 in 1Q 2025). Revenue: JP¥97.0b (up 7.7% from 1Q 2025). Net income: JP¥19.8b (up 3.5% from 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jul 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • May 09
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: JP¥551 (up from JP¥436 in FY 2024). Revenue: JP¥421.6b (up 17% from FY 2024). Net income: JP¥74.7b (up 26% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 5.9%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 08
Konami Group Corporation, Annual General Meeting, Jun 26, 2025 Konami Group Corporation, Annual General Meeting, Jun 26, 2025. Announcement • Apr 10
Konami Group Corporation to Report Fiscal Year 2025 Results on May 08, 2025 Konami Group Corporation announced that they will report fiscal year 2025 results on May 08, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥89.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.2%). Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to JP¥18,480, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Entertainment industry in Japan. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,782 per share. Price Target Changed • Feb 05
Price target increased by 7.2% to JP¥17,002 Up from JP¥15,861, the current price target is an average from 14 analysts. New target price is 6.5% below last closing price of JP¥18,175. Stock is up 97% over the past year. The company is forecast to post earnings per share of JP¥583 for next year compared to JP¥436 last year. New Risk • Feb 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 01
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: JP¥197 (up from JP¥130 in 3Q 2024). Revenue: JP¥126.7b (up 28% from 3Q 2024). Net income: JP¥26.7b (up 51% from 3Q 2024). Profit margin: 21% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.8%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 09
Konami Group Corporation to Report Q3, 2025 Results on Jan 31, 2025 Konami Group Corporation announced that they will report Q3, 2025 results on Jan 31, 2025 Declared Dividend • Nov 22
First half dividend of JP¥66.00 announced Shareholders will receive a dividend of JP¥66.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 32%. Reported Earnings • Nov 02
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: JP¥127 (up from JP¥99.29 in 2Q 2024). Revenue: JP¥94.0b (up 16% from 2Q 2024). Net income: JP¥17.2b (up 28% from 2Q 2024). Profit margin: 18% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 04
Konami Group Corporation to Report Q2, 2025 Results on Oct 31, 2024 Konami Group Corporation announced that they will report Q2, 2025 results on Oct 31, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥66.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%). Buy Or Sell Opportunity • Aug 22
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to JP¥12,660. The fair value is estimated to be JP¥10,442, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 5.6%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Reported Earnings • Aug 02
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: JP¥141 (up from JP¥98.67 in 1Q 2024). Revenue: JP¥90.0b (up 24% from 1Q 2024). Net income: JP¥19.2b (up 43% from 1Q 2024). Profit margin: 21% (up from 18% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Aug 02
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to JP¥11,420. The fair value is estimated to be JP¥9,306, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period. Declared Dividend • Jul 11
Final dividend of JP¥66.00 announced Shareholders will receive a dividend of JP¥66.00. Ex-date: 27th September 2024 Payment date: 25th November 2024 Dividend yield will be 1.1%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 08
Konami Group Corporation to Report Q1, 2025 Results on Aug 01, 2024 Konami Group Corporation announced that they will report Q1, 2025 results on Aug 01, 2024 Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥11,190, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Entertainment industry in Japan. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,625 per share. Reported Earnings • May 11
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥436 (up from JP¥259 in FY 2023). Revenue: JP¥360.3b (up 15% from FY 2023). Net income: JP¥59.2b (up 70% from FY 2023). Profit margin: 16% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.6%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 26
Bloober Games and Konon Plan to Announce Release Date of Silent Hill 2 in Following Months Bloober Team and Konami will announce the release date and the platforms on which the remake of the game Silent Hill 2 will appear in the following months in marketing materials. The company's series project based on the game The Medium is in pre-production. Babieno indicated that the company's publishing offensive is to be launched with a remake of the Silent Hill 2 game, co-developed with Konami. Konami had communicated that the game would be released in 2024. The company is also continuing work on a live-action project based on the game The Medium. The series is being developed in collaboration with Platige Image. Announcement • Apr 10
Konami Group Corporation to Report Fiscal Year 2024 Results on May 09, 2024 Konami Group Corporation announced that they will report fiscal year 2024 results on May 09, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥62.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.8%). Reported Earnings • Feb 02
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: JP¥130 (up from JP¥57.05 in 3Q 2023). Revenue: JP¥99.2b (up 26% from 3Q 2023). Net income: JP¥17.7b (up 129% from 3Q 2023). Profit margin: 18% (up from 9.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year. Announcement • Feb 01
Konami Group Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024 Konami Group Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects revenue to be JPY 343,000 million, Operating profit to be JPY 72,000 million, Profit before income taxes to be JPY 72,000 million, Profit attributable to owners of parent to be JPY 51,000 million and basic earnings per share to be JPY 376.22 compared to the previous guidance of revenue of JPY 328,000 million, Operating profit of JPY 60,000 million, Profit before income taxes of JPY 59,000 million, Profit attributable to owners of parent of JPY 41,000 million and basic earnings per share of JPY 302.45. Announcement • Jan 09
Konami Group Corporation to Report Q3, 2024 Results on Feb 01, 2024 Konami Group Corporation announced that they will report Q3, 2024 results on Feb 01, 2024 Reported Earnings • Nov 03
Second quarter 2024 earnings: EPS in line with expectations, revenues disappoint Second quarter 2024 results: EPS: JP¥99.29 (up from JP¥62.51 in 2Q 2023). Revenue: JP¥81.2b (up 6.2% from 2Q 2023). Net income: JP¥13.5b (up 60% from 2Q 2023). Profit margin: 17% (up from 11% in 2Q 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year. Announcement • Oct 05
Konami Group Corporation to Report Q2, 2024 Results on Nov 02, 2023 Konami Group Corporation announced that they will report Q2, 2024 results on Nov 02, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥62.00 per share at 1.6% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.7%). Announcement • Aug 04
Konami Group Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024 Konami Group Corporation provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expected revenue of JPY 328,000 million, Operating profit of JPY 60,000 million, Profit attributable to owners of parent of JPY 41,000 million, Basic earnings per share JPY 302.45. Reported Earnings • Aug 04
First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2024 results: EPS: JP¥98.67 (up from JP¥85.41 in 1Q 2023). Revenue: JP¥72.6b (up 1.0% from 1Q 2023). Net income: JP¥13.4b (up 17% from 1Q 2023). Profit margin: 18% (up from 16% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Jun 21
Price target increased by 7.1% to JP¥8,122 Up from JP¥7,585, the current price target is an average from 15 analysts. New target price is 8.4% above last closing price of JP¥7,496. Stock is down 3.2% over the past year. The company is forecast to post earnings per share of JP¥367 for next year compared to JP¥259 last year. Reported Earnings • May 14
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: JP¥259 (down from JP¥411 in FY 2022). Revenue: JP¥314.3b (up 4.9% from FY 2022). Net income: JP¥34.9b (down 36% from FY 2022). Profit margin: 11% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Entertainment industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year. Announcement • May 13
Konami Group Corporation, Annual General Meeting, Jun 28, 2023 Konami Group Corporation, Annual General Meeting, Jun 28, 2023.