Earnings Alerts

Tokio Marine Holdings (8766) Earnings: FY Net Income Forecast Slashed Amid Missed Estimates

By November 19, 2025 No Comments
  • Tokio Marine has reduced its forecast for the full-year net income to 910 billion yen. Previously, the company had projected a net income of 930 billion yen, whereas market estimates were at 1 trillion yen.
  • The company announced a dividend of 211 yen, which matches market estimates and is slightly higher than their previous expectation of 210 yen.
  • In the second quarter, Tokio Marine reported a net income of 220.02 billion yen.
  • Analyst ratings for the company include 11 buy recommendations, 5 hold recommendations, and no sell recommendations.

Tokio Marine Holdings on Smartkarma

On Smartkarma, independent analysts are covering Tokio Marine Holdings, with a bullish sentiment. One of the reports titled “Primer: Tokio Marine Holdings (8766 JP) – Sep 2025″ highlights the company’s dominant market position as the largest P&C insurer in Japan. Tokio Marine has successfully expanded internationally, especially in the U.S. specialty insurance market, diversifying its portfolio and reducing reliance on the Japanese market. The company has shown strong financial performance over the past decade, with double-digit growth in net income, EPS, and dividends, supported by strategic sales of cross-shareholdings and improved underwriting.

The analysts also point out potential risks like elevated catastrophe risk due to natural disasters, amplified by climate change, and macroeconomic headwinds such as social inflation in North America and uncertainties in interest rates and economic slowdowns. Despite these challenges, Tokio Marine Holdings continues to show promising growth prospects and resilience in its operations, as highlighted by the insightful research reports available on Smartkarma. The analysis provides valuable insights for investors looking to understand the strengths and risks associated with investing in Tokio Marine Holdings.


A look at Tokio Marine Holdings Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth5
Resilience4
Momentum3
OVERALL SMART SCORE3.8

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

When looking at the long-term outlook for Tokio Marine Holdings, the company seems to be in a favorable position. With a strong score of 5 in Growth, it indicates that the company is poised for expansion and increasing profitability over time. Additionally, the company scored a solid 4 in both Dividend and Resilience, suggesting that it offers good returns to investors and has the ability to withstand market fluctuations. This indicates stability and potential for long-term growth.

Although the Value and Momentum scores for Tokio Marine Holdings are slightly lower at 3, the overall high scores in Growth, Dividend, and Resilience paint a positive picture for the company’s future prospects. With its core business in offering property, casualty, and life insurance, as well as asset management services, Tokio Marine Holdings, Inc. is positioned to capitalize on growth opportunities and provide steady returns to its investors in the long run.


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.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • βœ“ Unlimited Research Summaries
  • βœ“ Personalised Alerts
  • βœ“ Custom Watchlists
  • βœ“ Company Analytics and News
  • βœ“ Events & Webinars