ROHM Co., Ltd.

TSE:6963 Stock Report

Market Cap: JP¥1.3t

ROHM Dividends and Buybacks

Dividend criteria checks 1/6

ROHM is a dividend paying company with a current yield of 1.43%. Next payment date is on 26th June, 2026 with an ex-dividend date of 30th March, 2026.

Key information

1.4%

Dividend yield

0%

Buyback Yield

Total Shareholder Yield1.4%
Future Dividend Yield1.4%
Dividend Growth5.3%
Next dividend pay date26 Jun 26
Ex dividend date30 Mar 26
Dividend per sharen/a
Payout ratio-54%

Recent dividend and buyback updates

Recent updates

6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside

Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).

6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside

Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).

6963: Pending Takeover Talks Will Limit Future Upside Potential

Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).

6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside

Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).

6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook

Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).

SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns

Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?

6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook

Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).

Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts

Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts

Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion

Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?

6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside

Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).

ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00

Jan 22
ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00

6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook

Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.

ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00

Jan 08
ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00

6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook

Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

Dec 21
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook

Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

Dec 07
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

6963: New Guidance And Product Advances Will Support Balanced Profit Outlook

Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.

6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum

Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 09
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Steady Outlook And Advanced Power Devices Will Shape Future Opportunities

Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

Sep 23
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.

ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00

Sep 09
ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00

Jul 21
ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00

Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%

Jun 25
Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%

Analyst Estimates: Here's What Brokers Think Of ROHM Co., Ltd. (TSE:6963) After Its Full-Year Report

May 16
Analyst Estimates: Here's What Brokers Think Of ROHM Co., Ltd. (TSE:6963) After Its Full-Year Report

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: 6963's dividend payments have been volatile in the past 10 years.

Growing Dividend: 6963's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

ROHM Dividend Yield vs Market
How does 6963 dividend yield compare to the market?
SegmentDividend Yield
Company (6963)1.4%
Market Bottom 25% (JP)1.7%
Market Top 25% (JP)3.7%
Industry Average (Semiconductor)0.9%
Analyst forecast (6963) (up to 3 years)1.4%

Notable Dividend: 6963's dividend (1.43%) isn’t notable compared to the bottom 25% of dividend payers in the JP market (1.73%).

High Dividend: 6963's dividend (1.43%) is low compared to the top 25% of dividend payers in the JP market (3.7%).


Earnings Payout to Shareholders

Earnings Coverage: 6963 is paying a dividend but the company is unprofitable.


Cash Payout to Shareholders

Cash Flow Coverage: 6963 is paying a dividend but the company has no free cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 17:09
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
Annual Earnings2025/03/31

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.

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

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

ROHM Co., Ltd. is covered by 23 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
Masaru KoshitaBarclays
Xin SunBernstein
Masashi KubotaBofA Global Research