Meiji stock: Analyst consensus lifts fair value for Meiji stock to JPY 4,660

Meiji Holdings (ISIN JP3918000005) saw its analyst fair value rise from JPY 4,655 to JPY 4,660 on October 15, 2026, according to Simply Wall St. The adjustment was small, but it keeps valuation expectations above the latest Tokyo share price.

Fair value edges higher

The October 15 review lifted the central estimate by JPY 5 from JPY 4,655 to JPY 4,660. Simply Wall St said the implied forward price-to-earnings assumption moved to 19.07 from 19.05, while the profit-margin assumption remained 5.98 percent. The limited change points to a stable valuation framework rather than a major reassessment.

Three events shape the picture

On August 5, 2026, Meiji reported fiscal 2027 first-quarter revenue of JPY 289.40 billion, up 5.80 percent year over year, while operating profit reached JPY 22.67 billion, an increase of 27.70 percent, according to Envalith. On October 6, 2026, the company decided to transfer Nihon Kanzume to Yoshimura Food Holdings, with completion scheduled for November 1, 2026, according to JapanIR. On October 15, 2026, the fair value estimate rose to JPY 4,660 from JPY 4,655.

What comes next for Meiji?

The next dated milestones are the planned Nihon Kanzume transfer on November 1, 2026, and Meiji's next earnings release on November 12, 2026, according to JapanIR and Yahoo Finance. The coming report will test whether the 27.70 percent operating-profit increase from the first quarter can support the higher valuation estimate.

Euro quote remains the market marker

The last available euro quote was EUR 23.80 at gettex on October 23, 2026 at 8:44 p.m. CEST. In Tokyo, Meiji closed at JPY 4,408 on October 23, 2026, with a 52-week range of JPY 2,945.00 to JPY 4,608.00 and market capitalization of JPY 1.2 trillion. The further course of trading is shown by the continuously updated real-time quote of Meiji stock.

Market context: Market report Nikkei 225.

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