Earnings Alerts

T&D Holdings (8795) Earnings: Q1 Net Income Surpasses Estimates with ¥37.33 Billion Reported

  • T&D’s first-quarter net income was 37.33 billion yen, surpassing the estimate of 33.75 billion yen.
  • The company forecasts its 2026 net income to be 118.00 billion yen, which is slightly below the market estimate of 122.97 billion yen.
  • T&D expects 2026 net sales to reach 3.01 trillion yen, falling short of the market’s estimate of 3.08 trillion yen.
  • For 2026, T&D forecasts a dividend of 124.00 yen, compared to the estimated 126.10 yen by analysts.
  • Market analysis reveals 9 buy ratings, 2 hold ratings, and no sell ratings for T&D.
  • All financial comparisons are based on data from T&D’s original disclosures.

T&D Holdings on Smartkarma

Analyst coverage of T&D Holdings on Smartkarma, a platform for independent research, delves into recent developments and insights provided by Travis Lundy. In his report titled “T&D Holdings (8795) – A Really Good Look,” Lundy highlights T&D’s recent actions, including a dividend increase and a significant buyback scheme. The analysis notes that T&D has a history of outperforming during buyback periods but underperforming afterward, a trend that the current buyback aligns with. Notably, T&D announced a ¥40 dividend for the fiscal year ending March 2025 and a ¥120/share/year dividend for the year to March 2026, along with adjusted profit guidance for 2025 and 2026.

Lundy’s overview underscores T&D Holdings‘ strategic financial decisions, such as the completion of a ¥50 billion buyback (87.5% done) and the initiation of a new buyback scheme beginning in May targeting up to ¥100 billion over 10.5 months. The report’s bullish sentiment suggests confidence in T&D’s trajectory, supported by strong historical statistics and the current operational strategies outlined by the company. Investors seeking detailed insights into T&D Holdings‘ performance and future prospects can find valuable information in Lundy’s comprehensive assessment on Smartkarma.


A look at T&D Holdings Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth5
Resilience4
Momentum5
OVERALL SMART SCORE4.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, T&D Holdings presents a promising long-term outlook. With strong scores in Growth and Momentum, the company seems well-positioned for future expansion and positive market performance. Additionally, its Resilience score indicates a solid ability to withstand economic challenges, offering a sense of stability to investors. Although Value and Dividend scores are average, the overall outlook for T&D Holdings appears positive, especially considering its diversified portfolio and strategic positioning in the life insurance sector.

T&D Holdings, Inc., established through the merger of Taiyo Life Insurance, Daido Life Insurance, and T&D Financial Life Insurance, manages life insurance operations for its subsidiaries. With a focus on growth and momentum, coupled with resilience in the face of market fluctuations, T&D Holdings is poised to capitalize on opportunities in the insurance industry. Investors may find the company attractive for its strategic consolidation of insurance operations and potential for long-term sustainability and profitability.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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