Recruit updates share repurchases. Recruit stock sits 8.40 percent below its 52-week high

Published on 10/02/2026 at 12:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q1 revenue reached JPY 1.04 trillion, up 18.90 percent year over year. Recruit stock costs EUR 94.66 on October 2, 2026 versus EUR 94.04.

Recruit, JP3970300004, Illustration mit AI erstellt.

Recruit Holdings (ISIN JP3970300004) updated its share repurchase status on October 1, 2026, according to Recruit Holdings, while Recruit stock sat 8.40 percent below its Tokyo 52-week high of JPY 18,215.00 at JPY 16,685.00 on October 2, 2026. At Lang & Schwarz, the stock was trading at EUR 94.66 at 12:02 p.m. CEST, up 0.66 percent versus the prior close of EUR 94.04.

Guidance rises after strong first quarter

Recruit's first-quarter fiscal 2026 revenue increased 18.90 percent year over year to JPY 1.04 trillion, while EBITDA+S rose 56.50 percent to JPY 292.8 billion. Basic earnings per share climbed 73.20 percent to JPY 145.48, according to the Eulerpool transcript dated August 7, 2026.

The same fiscal 2026 first-quarter update lifted full-year revenue guidance to JPY 4.23 trillion from JPY 4.03 trillion. EBITDA+S guidance rose to JPY 1.105 trillion from JPY 949.0 billion, and the expected margin increased from 23.50 percent to 26.10 percent, the transcript states.

AI monetization drives the numbers

HR Technology supplied the clearest operating signal. U.S. revenue rose 30.00 percent year over year to USD 1.64 billion in the first quarter of fiscal 2026, even as U.S. job postings declined 4.00 percent.

That mix matters because Recruit is generating more revenue per job posting rather than relying only on higher hiring volumes. The company said U.S. average revenue per job posting rose 35.00 percent in the quarter, with Premium Sponsored Jobs and AI hiring tools supporting monetization.

Valuation and regulatory risk

Simply Wall St reported on October 1, 2026, that the consensus fair value estimate increased from JPY 15,850.00 to JPY 17,881.00. That revision gives the valuation discussion a second angle, although the first-quarter transcript also disclosed a Japan Fair Trade Commission inspection of the staffing business in June 2026 and said its financial impact was not reflected in guidance.

November results set the next test

Recruit's next quarterly results are scheduled for November 11, 2026, at 3:30 p.m. JST, according to its investor-relations calendar. The company operates through HR Technology, Staffing and Marketing Matching Technologies, leaving the next report to show whether AI-led growth is spreading beyond Indeed.

Stock remains below its yearly high

Recruit stock was trading at EUR 94.66 at Lang & Schwarz on October 2, 2026 at 12:02 p.m. CEST, plus 0.66 percent versus the prior close of EUR 94.04. The Tokyo Stock Exchange price was last at JPY 16,685.00 on October 2, 2026 at 3:30 p.m. JST, against a 52-week range of JPY 6,040.00 to JPY 18,215.00. The further course of trading is shown by the continuously updated real-time quote of Recruit stock.