Analyst raises target for Tsumura stock to JPY 3,700
Published on 10/05/2026 at 18:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Analyst raises target for Tsumura stock to JPY 3,700. According to Yahoo Finance on September 29, 2026, a Japanese securities firm kept its Neutral rating on Tsumura and raised its target from JPY 3,300 to JPY 3,700. The target change gives the stock a fresh valuation reference while the rating remains unchanged.
Revenue grew as profit fell
GoAI reports that Tsumura generated JPY 192.62 billion in revenue in fiscal 2026, up 6.36 percent from fiscal 2025. Operating income moved in the opposite direction, falling 12.22 percent to JPY 35.22 billion, while net income declined 13.29 percent to JPY 28.12 billion.
The comparison matters because sales expansion did not translate into higher operating profit. Tsumura's fiscal 2026 operating margin was 18.29 percent, down from 22.16 percent in fiscal 2025, according to the same fiscal series from GoAI.
Yomeishu adds a new business line
Tsumura completed the acquisition of all shares in Yomeishu Seizo on September 1, 2026, for JPY 6.8 billion, according to MarketScreener. The transaction is scheduled to enter consolidated results in the second quarter of the fiscal year ending March 2027, adding a concrete test for management's growth strategy.
The acquisition expands Tsumura beyond prescription and over-the-counter herbal medicines. Its operating profile will now include Yomeishu's business, but the JPY 6.8 billion purchase price remains modest beside Tsumura's fiscal 2026 revenue of JPY 192.62 billion.
Stock remains below its yearly high
Tsumura was last at JPY 3,707.00 on the Tokyo Stock Exchange on October 5, 2026 at 3:30 p.m. JST. Its market capitalization was JPY 276.3 billion, and the JPY 3,444.00 to JPY 4,403.00 52-week range placed the stock 15.81 percent below its yearly high.
The company lists November 9, 2026 as the scheduled announcement date for its second-quarter fiscal 2027 results on its investor-relations page. That report should show whether the Yomeishu transaction and the revenue growth trend are improving the profit trajectory.
Tsumura stock facts
- Company: Tsumura & Co.
- ISIN: JP3535800001
- Ticker: 4540
- Primary exchange: Tokyo Stock Exchange Prime Market
- Market capitalization: JPY 276.3 billion (as of October 5, 2026)
- 52-week range: JPY 3,444.00-4,403.00 (as of October 5, 2026)
- Sector / Industry: Healthcare / Drug Manufacturers - Specialty & Generic
- Next earnings date: November 9, 2026
