NEC Corporation

TSE:6701 Aktierapport

Börsvärde: JP¥5.6t

NEC Förvaltning

Förvaltning kriterier kontrolleras 1/4

NEC VD är Takayuki Morita, utsedd i Apr 2021, har en mandatperiod på 5.08 år. totala årliga ersättningen är ¥ 287.00M, bestående av 33.1% lön 66.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.004% av företagets aktier, värda ¥ 228.95M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 0.1 år respektive 2.9 år.

Viktig information

Takayuki Morita

Verkställande direktör

JP¥287.0m

Total ersättning

VD-lön i procent33.10%
Anställning som VD5.1yrs
Ägande av VD0.004%
Ledningens genomsnittliga anställningstidless than a year
Styrelsens genomsnittliga mandatperiod2.9yrs

Senaste uppdateringar av ledningen

Recent updates

Analysuppdatering May 03

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
Analysartikel May 01

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
Analysuppdatering Apr 18

6701: Share Repurchases And Physical AI Collaboration Will Support A Higher Share Price

Analysts have kept NEC's fair value price target steady at ¥5,000. Small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E have led only to a minor recalibration of their valuation framework rather than a change in the headline target.
Analysuppdatering Apr 04

6701: Share Repurchase And Higher Margins Will Support Stronger Future Upside

Analysts have lifted their price target on NEC from ¥5,450 to about ¥7,981, noting updates in their models that reflect the latest assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News NEC completed a share repurchase of 6,800,000 shares, representing 0.51% of its issued share capital, for ¥27,292.83 million between February 9, 2026 and March 24, 2026, under the buyback announced on February 9, 2026 (Key Developments).
Analysuppdatering Mar 21

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Analysts have maintained their fair value estimate for NEC at ¥5,000, while making modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. This has resulted in a stable price target supported by slightly updated expectations for the company's risk profile and earnings power.
Analysuppdatering Mar 06

6701: Share Buyback And Earnings Outlook Will Support A Stronger Future

Analysts have revised their price target on NEC to ¥6,362.5 from ¥6,050, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NEC has announced a share repurchase program of up to 6,800,000 shares, or 0.51% of issued shares excluding treasury stock, with a total purchase value of ¥30,000m, running through March 31, 2026 (company announcement).
Analysuppdatering Feb 20

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Narrative Update on NEC Analysts have kept their NEC price target broadly steady around ¥5,000, with small tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E to reflect updated assumptions rather than a major change in view. What’s in the News Board of Directors authorizes a share repurchase plan, with NEC planning to buy back up to 6,800,000 shares, about 0.51% of issued shares excluding treasury stock, for up to ¥30,000m through March 31, 2026.
Analysartikel Feb 13

The Price Is Right For NEC Corporation (TSE:6701) Even After Diving 31%

The NEC Corporation ( TSE:6701 ) share price has fared very poorly over the last month, falling by a substantial 31...
Analysuppdatering Feb 06

6701: Cloud Partnerships And Earnings Outlook Will Support A Higher Share Price

Analysts have modestly adjusted their price target for NEC to $5,000. This reflects small tweaks to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Analysuppdatering Jan 22

6701: Future CSG Acquisition And Cloud Expansion Will Elevate Shareholder Risk

Analysts have nudged their price target for NEC slightly higher to $5,015.05 from $5,000, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News KDDI plans to deploy Netcracker Digital Commerce & Monetization, with NEC acting as the prime system integrator to support next generation mediation, resource utilization, and more flexible in house development for telecom operations (Client announcement).
Analysartikel Jan 20

NEC (TSE:6701) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analysuppdatering Jan 08

6701: Future CSG Acquisition Will Raise Risk For Current Shareholders

Analysts have lifted their price target for NEC to about ¥5,000, reflecting updated assumptions for revenue, profit margins and a slightly higher future P/E multiple. What's in the News NEC set consolidated earnings guidance for the year ending March 31, 2026, with expected revenue of ¥3,420b.
Analysuppdatering Dec 16

6701: Future Cloud Expansion And Merger Execution Will Shape Balanced Outlook

Analysts have raised their price target for NEC from ¥5,860 to ¥6,050. This reflects slightly higher assumed revenue growth, modestly improved profit margins, and a marginally richer future P E multiple despite a small uptick in the discount rate.
Analysuppdatering Dec 01

6701: Earnings and Merger Activity Will Guide Future Market Performance

Analysts have raised their fair value estimate for NEC from ¥5,445 to ¥5,860, citing modest improvements in profit margin expectations and future earnings multiples, even though revenue growth projections are slightly lower. What's in the News Broadcom announced plans to expand its strategic partnership with NEC Corporation, adopting VMware Cloud Foundation to modernize private cloud solutions and offer flexible hybrid cloud resources to customers (Client Announcements).
Analysuppdatering Nov 17

6701: Earnings Outlook and Acquisition Activity Will Shape Market Direction

Analysts have raised their price target for NEC from ¥5,000 to ¥5,445. They cite improvements in revenue growth and profit margin expectations as key factors supporting the upward revision.
Analysartikel Nov 02

Subdued Growth No Barrier To NEC Corporation (TSE:6701) With Shares Advancing 25%

NEC Corporation ( TSE:6701 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
Analysuppdatering Nov 01

6701: Upcoming Acquisition And Declining P/E Will Weigh On Future Value

Analysts have raised their price target for NEC from ¥4,845 to ¥5,000, citing incremental improvements in profit margin and lower discount rate assumptions. What's in the News NEC Corporation's board will meet on October 29, 2025, to consider and resolve the acquisition of CSG Systems International, Inc.
Analysartikel Oct 31

Earnings Beat: NEC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for NEC Corporation ( TSE:6701 ) shareholders, with its shares surging 11% to JP¥5,618 in...
Analysuppdatering Oct 17

Digital Transformation And AI Will Unlock Future Value

Narrative Update on NEC: Analyst Price Target Revision Analysts have maintained their price target for NEC at ¥4,845, citing only marginal improvements in discount rate and future P/E assumptions as the basis for sustaining their valuation. Valuation Changes Consensus Analyst Price Target remains unchanged at ¥4,845.
Analysuppdatering Oct 03

Digital Transformation And AI Will Unlock Future Value

Analysts have raised their price target for NEC from $4,781.82 to $4,845.45. They cited improved revenue growth and profit margin expectations as the key drivers for the upward revision.
Analysartikel Sep 29

A Look At The Fair Value Of NEC Corporation (TSE:6701)

Key Insights The projected fair value for NEC is JP¥5,060 based on 2 Stage Free Cash Flow to Equity With JP¥4,596 share...
Analysuppdatering Sep 13

Digital Transformation And AI Will Unlock Future Value

NEC's fair value was revised marginally upward to ¥4,782, as consensus revenue growth and future P/E forecasts remained essentially unchanged. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4700 to ¥4782.
Analysuppdatering Aug 27

Digital Transformation And AI Will Unlock Future Value

Upward revisions to NEC's consensus revenue growth forecast and a modest increase in future P/E expectations have led analysts to raise their fair value price target from ¥4,428 to ¥4,582. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target has risen slightly from ¥4428 to ¥4582.
Analysartikel Aug 15

Investors Interested In NEC Corporation's (TSE:6701) Earnings

TSE:6701 1 Year Share Price vs Fair Value Explore NEC's Fair Values from the Community and select yours With a...
Analysartikel Jul 31

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) defied analyst predictions to release its first-quarter results, which were ahead of...
Analysartikel Jul 25

NEC (TSE:6701) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Jun 20

NEC (TSE:6701) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
Ny analys Nov 07

BluStellar And AI Innovations Propel Revenue Growth And Transform IT Services

NEC's strategic reorganization and acquisitions position it to boost IT services for municipalities, offering potential for revenue growth and operational efficiencies.

Analys av ersättningar till VD

Hur har Takayuki Morita:s ersättning förändrats jämfört med NEC:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

JP¥270b

Dec 31 2025n/an/a

JP¥246b

Sep 30 2025n/an/a

JP¥235b

Jun 30 2025n/an/a

JP¥200b

Mar 31 2025JP¥287mJP¥95m

JP¥175b

Dec 31 2024n/an/a

JP¥187b

Sep 30 2024n/an/a

JP¥150b

Jun 30 2024n/an/a

JP¥151b

Mar 31 2024JP¥204mJP¥85m

JP¥150b

Dec 31 2023n/an/a

JP¥122b

Sep 30 2023n/an/a

JP¥123b

Jun 30 2023n/an/a

JP¥121b

Mar 31 2023JP¥149mJP¥75m

JP¥115b

Dec 31 2022n/an/a

JP¥143b

Sep 30 2022n/an/a

JP¥132b

Jun 30 2022n/an/a

JP¥127b

Mar 31 2022JP¥125mJP¥75m

JP¥141b

Ersättning vs marknad: Takayuki s total kompensation ($USD 1.83M ) är ungefär genomsnittet för företag av liknande storlek på JP marknaden ($USD 1.47M ).

Ersättning vs inkomst: Ersättningen för Takayuki har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Takayuki Morita (65 yo)

5.1yrs
Anställning
JP¥287,000,000
Kompensation

Mr. Takayuki Morita serves as President and Chief Executive Officer at NEC Corporation since April 1, 2021. Mr. Morita served as Chief Financial Officer at NEC Corp. since June 25, 2018 until April 1, 2021...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Takayuki Morita
President5.1yrsJP¥287.00m0.0041%
¥ 229.0m
Motoo Nishihara
Chief Technologyless than a yearJP¥101.00minga uppgifter
Kunikazu Amemiya
Representative Executive Officerless than a yearinga uppgifteringa uppgifter
Osamu Fujikawa
Executive Officerless than a yearinga uppgifter0.0029%
¥ 158.8m
Hiroyuki Nagano
Executive Officerless than a yearinga uppgifteringa uppgifter
Toshifumi Yoshizaki
Executive Officerless than a yearinga uppgifteringa uppgifter
Hidetoshi Uriu
Chief Investment Officer1.9yrsinga uppgifteringa uppgifter
Yuko Yamamoto
Corporate SVP2.9yrsinga uppgifteringa uppgifter
Koji Tamefusa
Corporate Senior VP and Chief Risk & Compliance Officer1.1yrsinga uppgifteringa uppgifter
Mayuko Tatewaki
Corporate SVP and MD of Marketing & Alliance Promotion Division3.3yrsinga uppgifteringa uppgifter
Shiori Nagata
Executive Officerless than a yearinga uppgifter0.000020%
¥ 1.1m
Hiroshi Kodama
Executive Officerless than a yearinga uppgifteringa uppgifter
0.08yrs
Genomsnittlig anställningstid
59.5yo
Genomsnittlig ålder

Erfaren ledning: 6701 s ledningsgrupp anses inte vara erfaren ( 0.1 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Takayuki Morita
President9.9yrsJP¥287.00m0.0041%
¥ 229.0m
Osamu Fujikawa
Executive Officerno datainga uppgifter0.0029%
¥ 158.8m
Masashi Oka
Independent Director3.9yrsinga uppgifter0.00075%
¥ 41.8m
Joji Okada
Independent Outside Director2.9yrsinga uppgifter0.00014%
¥ 7.8m
Yoshihito Yamada
Outside Independent Director2.9yrsinga uppgifteringa uppgifter
Takashi Niino
Chairman of the Board3.9yrsJP¥208.00m0.0077%
¥ 430.6m
Shinjiro Sato
Independent Outside Director1.9yrsinga uppgifter0.00038%
¥ 21.2m
Tomomi Yatsu
Independent Outside Directorless than a yearinga uppgifteringa uppgifter
Mika Nishimura
Independent Outside Directorless than a yearinga uppgifteringa uppgifter
Harufumi Mochizuki
Independent Outside Director2.9yrsinga uppgifter0.00075%
¥ 41.8m
Nobuhiro Odake
Audit & Supervisory Board Memberno datainga uppgifteringa uppgifter
Masakazu Yamashina
Vice Chairperson & Executive Officerless than a yearinga uppgifteringa uppgifter
2.9yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder

Erfaren styrelse: 6701 s styrelse anses inte vara erfaren ( 2.9 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/09 14:43
Aktiekurs vid dagens slut2026/05/08 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

NEC Corporation bevakas av 21 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Yuki KanekoBofA Global Research
Masahiro ShibanoCitigroup Inc
Hideo NodaCLSA