Recruit Holdings stock gets buyback update as guidance rises

Published on 10/03/2026 at 23:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Recruit Holdings stock carries a JPY 23.3 trillion market value as of October 2, 2026. Q1 FY2026 revenue increased 18.9 percent to JPY 1.04 trillion.

Recruit, JP3970300004, Illustration mit AI erstellt.

Recruit Holdings stock (ISIN JP3970300004) was last at JPY 16,685 on the Tokyo Stock Exchange on October 2, 2026 at 3:30 p.m. JST, down JPY 70 or 0.42 percent from the prior close. The immediate company update was a September buyback totaling 2,702,500 shares.

Buyback reaches JPY 177.7 billion

Recruit Holdings reported on October 1, 2026, that it repurchased 2,702,500 shares for JPY 43.2 billion during September. Cumulative purchases from April 1 through September 30 reached 16,356,000 shares, or 25.56 percent of the maximum 64,000,000-share program.

The authorization permits purchases worth up to JPY 350.0 billion through November 30, 2026. The cumulative amount spent was JPY 177.7 billion, equal to 50.76 percent of that ceiling, giving the capital-return program a concrete near-term milestone.

Q1 growth lifts the outlook

Recruit's Q1 FY2026 revenue increased 18.9 percent year over year to JPY 1.04 trillion, while EBITDA+S climbed 56.5 percent to JPY 292.8 billion and the margin reached 28.0 percent. Eulerpool published the Q1 FY2026 transcript dated August 7, 2026, which also records basic EPS of JPY 145.48, up 73.2 percent.

The company raised fiscal-year revenue guidance from JPY 4.03 trillion to JPY 4.23 trillion and EBITDA+S guidance from JPY 949.0 billion to JPY 1.105 trillion. Basic EPS guidance moved from JPY 447 to JPY 543, a 55.2 percent year-over-year increase, with HR Technology driving the revision.

Stock stays below yearly high

Recruit's JPY 16,685 reference price sits JPY 1,530 below the 52-week high of JPY 18,215 and JPY 10,645 above the low of JPY 6,040, both as of October 2, 2026. Market capitalization stood at JPY 23.3 trillion, with volume of 3,204,100 shares.

Simply Wall St reported on October 1, 2026, that its consensus fair value estimate rose from JPY 15,850.00 to JPY 17,881.25. That reference remains above the October 2 market price, while the next earnings date gives investors a defined checkpoint.

November results set the next checkpoint

Recruit's IR calendar lists November 11, 2026, for its Q2 FY2026 financial results, with the earnings call scheduled for 4:30 p.m. JST. The combination of buybacks, higher guidance and a defined reporting date places the next test on execution in HR Technology.