Tsumura stock trades at JPY 3,729 as Yomeishu integration nears

Published on 10/07/2026 at 02:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

A Japanese securities house raised its Tsumura target from JPY 3,300 to JPY 3,700 on September 29, 2026. Q1 FY27 revenue reached JPY 49.7 billion.

Tsumura, JP3535800001, Illustration mit AI erstellt.

Tsumura stock (ISIN JP3535800001) was trading at JPY 3,729 on the Tokyo Stock Exchange on October 7, 2026 at 9:39 a.m. JST, with a daily change of 0.11 percent. The valuation debate now combines a newly expanded healthcare business with a cautious analyst view.

Analyst target reaches JPY 3,700

According to Yahoo Finance on September 29, 2026, a Japanese securities house kept its Neutral rating on Tsumura and raised its price target from JPY 3,300 to JPY 3,700. The change lifted the target by 12.1 percent, but the new target remains below the October 7 intraday price.

The same report placed the rating consensus at 3.5 from four analysts, described as slightly bullish, while the target consensus stood at JPY 4,293 from four analysts. That consensus target lies 15.1 percent above the October 7 price, creating a wider gap than the single house target.

Yomeishu adds a healthcare leg

Tsumura completed the acquisition of Yomeishu Seizo on September 1, 2026, paying JPY 6.8 billion for the operating business. MarketScreener reported the transaction and identified the acquisition as part of its September company news coverage.

The acquisition is scheduled to enter consolidated results from the second quarter of fiscal year 2027. That timing matters because the transaction will affect the next reported half-year period rather than the June quarter already published.

Q1 revenue reaches JPY 49.7 billion

For Q1 FY27, Yahoo Finance lists revenue of JPY 49.7 billion and earnings of JPY 6.46 billion, with a profit margin of 12.99 percent. The revenue figure provides the latest operating baseline before Yomeishu is reflected in consolidated reporting.

The company's investor-relations schedule lists November 9, 2026, for the announcement of fiscal 2027 second-quarter results. Tsumura also identifies August 6, 2026, as the publication date for the first-quarter results.

Stock holds below its yearly high

Tsumura's October 7 intraday range was JPY 3,715 to JPY 3,731, while the 52-week range was JPY 3,444 to JPY 4,403. The current price therefore sits JPY 674 below the yearly high, a 15.3 percent distance that leaves the analyst consensus as the main numerical upside reference in current coverage.

For investors, the next concrete checkpoint is the November 9 results release. It should show the first consolidated contribution from the Yomeishu transaction alongside the company's existing Kampo and China operations.