Tokyu Fudosan Holdings Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Tokyu Fudosan Holdings Corporation (TSE:3289) had a good week, as its shares rose 5.0% to close at JP¥1,164 following the release of its quarterly results. It looks to have been a decent result overall - while revenue fell marginally short of analyst estimates at JP¥288b, statutory earnings beat expectations by a notable 146%, coming in at JP¥42.72 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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After the latest results, the ten analysts covering Tokyu Fudosan Holdings are now predicting revenues of JP¥1.25t in 2026. If met, this would reflect a modest 7.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to reduce 3.0% to JP¥121 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥1.25t and earnings per share (EPS) of JP¥120 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

View our latest analysis for Tokyu Fudosan Holdings

There were no changes to revenue or earnings estimates or the price target of JP¥1,222, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Tokyu Fudosan Holdings, with the most bullish analyst valuing it at JP¥1,400 and the most bearish at JP¥1,000 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting Tokyu Fudosan Holdings' growth to accelerate, with the forecast 9.6% annualised growth to the end of 2026 ranking favourably alongside historical growth of 4.9% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 4.1% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Tokyu Fudosan Holdings is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Tokyu Fudosan Holdings going out to 2028, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Tokyu Fudosan Holdings (1 is potentially serious) you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.