Morinaga Milk stock launches a JPY 238 ice cream on October 13

Published on 10/07/2026 at 01:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Morinaga Milk stock reported JPY 147.1 billion in Q1 FY27 revenue, with GAAP EPS of JPY 20.69. Four analysts rate it Strong Buy with a JPY 1,500 target.

Morinaga Milk, JP3926800008, Illustration mit AI erstellt.

Morinaga Milk (ISIN JP3926800008) was last at JPY 1,053 on the Tokyo listing on October 6, 2026, up 1.06 percent on the session. The latest company-linked product announcement adds a consumer-facing catalyst: a limited-edition ice cream will reach Seven-Eleven stores on October 13.

New ice cream reaches stores

According to Ground News on October 5, 2026, Morinaga Milk will release Butter States Sandwich Ice Cream at Seven-Eleven stores nationwide. The suggested retail price is JPY 238 before tax, and the product will be sold in limited quantities.

The launch is a product-level event rather than a financial forecast. Its importance for the stock lies in the company’s ability to use established dairy and dessert distribution channels for new releases, while the limited quantity keeps the immediate earnings impact difficult to assess from the announcement alone.

Q1 earnings beat the estimate

Yahoo Finance lists Q1 FY27 revenue at JPY 147.1 billion and earnings at JPY 6.68 billion. GAAP EPS came in at JPY 20.69 against a JPY 18.32 estimate, a JPY 2.37 difference or 12.94 percent above the estimate.

The comparison gives investors a clearer operating checkpoint than the new ice cream launch. Revenue for the quarter also stands beside the next-quarter consensus revenue estimate of JPY 152.4 billion, a JPY 5.3 billion increase, although that estimate remains a forecast rather than reported sales.

Analyst target leaves a wide gap

Investing.com reports a Strong Buy consensus from four analysts, with an average 12-month target of JPY 1,500. The published range runs from JPY 1,400 to JPY 1,700, placing the average target 42.45 percent above the October 6 reference price.

That target spread is JPY 300, so the consensus is positive but not uniform in valuation. Morinaga Milk’s current price is JPY 315.25 below its 52-week high of JPY 1,368.25 and JPY 237.25 above its 52-week low of JPY 815.75, keeping the market position between both extremes.

Morinaga Milk stock stays below its yearly high

Morinaga Milk stock was last at JPY 1,053 on the Tokyo listing at 3:30 p.m. JST on October 6, 2026. The market capitalization was JPY 339.9 billion and trading volume reached 1,569,200 shares.