J.P. Morgan keeps JPY 1,750 target for Idemitsu Kosan stock

Published on 10/20/2026 at 21:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Toa Oil's 60,000-bpd CDU restarted on October 15, 2026. Idemitsu Kosan stock costs EUR 8.85 on October 20, 2026 at 9:11 p.m. CEST.

Analyst target and refinery update

J.P. Morgan maintained a Hold rating and set a JPY 1,750.00 target on October 13, 2026.
Toa Oil restarted its 60,000-bpd Keihin CDU after maintenance on October 15, 2026.
Idemitsu Kosan stock costs EUR 8.85 at Lang & Schwarz on October 20, 2026 at 9:11 p.m. CEST.
Idemitsu Kosan's next earnings release is scheduled for November 10, 2026.

Idemitsu Kosan, JP3142500002, Illustration mit AI erstellt.

J.P. Morgan maintained a Hold rating and set a JPY 1,750.00 price target for Idemitsu Kosan on October 13, 2026, according to Markets Insider. Idemitsu Kosan stock was trading at EUR 8.85 at Lang & Schwarz on October 20, 2026 at 9:11 p.m. CEST.

Refinery capacity returns

Idemitsu's operating update adds a concrete refinery marker to the analyst view. MarketScreener reported on October 15, 2026 that Toa Oil's 60,000-bpd Keihin crude distillation unit had restarted after maintenance. The update concerns a core unit at the group's refining operations, but the report did not quantify a direct earnings effect.

Where the Japanese quote stands

On the Japan Exchange, Idemitsu Kosan was last at JPY 1,561.50 on October 20, 2026 at 3:30 p.m. JST. MarketScreener listed the one-year range at JPY 1,013.50 to JPY 1,708.50 and the year-to-date performance at plus 31.99 percent. The quote therefore sat JPY 147.00 below the one-year high, a 8.60 percent gap calculated from the high.

Valuation and the next date

Markets Insider reported that the analyst consensus was Hold, with a JPY 1,591.63 average target, while J.P. Morgan's JPY 1,750.00 target stood above that average on October 13, 2026. Idemitsu Kosan's next earnings release is listed for November 10, 2026 in the MarketScreener company calendar.

Comparison with peers

Idemitsu Kosan: JPY 1,561.50 last price, price-to-earnings ratio 4.95, market capitalization JPY 1.9 trillion. The available figures place the company in the energy and oil refining segment, where earnings sensitivity remains tied to refining and materials operations.

Stock position for investors

The immediate picture combines a named J.P. Morgan target with an operational update rather than a new earnings release. The 60,000-bpd restart supplies a measurable capacity fact, while the JPY 1,750.00 target gives investors a dated reference for the analyst view.

The stock was trading at EUR 8.85 at Lang & Schwarz on October 20, 2026 at 9:11 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Idemitsu Kosan stock.