Morgan Stanley keeps Sell on MS&AD Insurance Group Holdings stock at JPY 4,990

Published on 10/05/2026 at 20:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

MS&AD earned JPY 328.6 billion in fiscal 2027. MS&AD Insurance Group Holdings stock costs EUR 27.36 on October 5, 2026 after EUR 27.25.

MS&AD, JP3890310000, Illustration mit AI erstellt.

MS&AD Insurance Group Holdings (JP3890310000) was trading at EUR 27.36 at Lang & Schwarz on October 5, 2026 at 8:40 p.m. CEST. As Markets Insider reported on October 2, 2026, Morgan Stanley maintained a Sell rating on the insurer and set a JPY 4,990 price target.

Morgan Stanley keeps a cautious view

The target gives the latest analyst signal a clear counterweight to the stock's strong longer-term performance. Markets Insider also cited a Moderate Buy consensus and an average target of JPY 5,696.46, leaving a gap between Morgan Stanley's view and the broader analyst picture.

A separate Yahoo Finance report dated October 1, 2026 said a US brokerage kept an Underweight rating and raised its target from JPY 4,910 to JPY 4,990. The change shows that target revisions are moving in different directions even as the average view stays more constructive.

First quarter reaches 77.32 percent

MS&AD's attributable net income reached JPY 328.6 billion in the first quarter of fiscal 2027, according to Simply Wall St. The figure represents 77.32 percent of the company's JPY 425.0 billion full-year guidance for the fiscal year ending March 31, 2027.

The same source said MS&AD repurchased 9,701,500 shares for JPY 42,548.21 million between May 20 and June 30, 2026. The buyback adds a capital-return element to the earnings discussion, while the analyst split keeps valuation and execution central to the stock story.

After-hours quote stays close to prior close

MS&AD was trading at EUR 27.36 at Lang & Schwarz on October 5, 2026 at 8:40 p.m. CEST, versus the Lang & Schwarz prior close of EUR 27.25 on October 2, 2026. The difference was plus 0.40 percent.