Top Page
Sompo Holdings
(8630)
Sompo Holdings (8630) vs. iShares MSCI Japan ETF (EWJ)
Sompo Holdings Business Overview & Revenue Model
Sompo Holdings Financial Statement Overview
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.29T | 5.38T | 5.35T | 4.34T | 4.13T | 3.80T |
| Gross Profit | 5.29T | 5.38T | 4.60T | 3.64T | 3.50T | 3.25T |
| EBITDA | 566.58B | 373.06B | 722.78B | 148.22B | 413.06B | 277.37B |
| Net Income | 241.69B | 243.13B | 529.65B | 26.41B | 224.84B | 142.48B |
Balance Sheet | ||||||
| Total Assets | 15.87T | 15.89T | 14.83T | 14.46T | 13.79T | 13.12T |
| Cash, Cash Equivalents and Short-Term Investments | 0.00 | 1.03T | 1.23T | 1.25T | 1.17T | 1.07T |
| Total Debt | 780.60B | 691.20B | 1.29T | 614.42B | 539.74B | 992.99B |
| Total Liabilities | 11.52T | 11.66T | 11.96T | 11.43T | 11.75T | 11.09T |
| Stockholders Equity | 4.33T | 4.21T | 2.85T | 1.85T | 2.03T | 2.02T |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 547.65B | 601.59B | 356.86B | 578.52B | 601.66B |
| Operating Cash Flow | 0.00 | 573.01B | 634.29B | 381.00B | 600.02B | 626.20B |
| Investing Cash Flow | 0.00 | -272.24B | -640.09B | -257.38B | -358.31B | -373.72B |
| Financing Cash Flow | 0.00 | -481.66B | -112.62B | -92.36B | -170.11B | -94.50B |
Sompo Holdings Technical Analysis
Sompo Holdings Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥5.76T | 24.89 | ― | 2.82% | 11.37% | 27.90% | |
72 Outperform | ¥6.43T | 9.07 | 16.44% | 2.59% | 23.01% | 2.59% | |
72 Outperform | ¥1.83T | 12.10 | ― | 2.44% | -21.38% | 58.05% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | ¥5.93T | 13.19 | 10.61% | 3.26% | -8.02% | 5.21% | |
66 Neutral | ¥12.42T | 11.82 | 19.96% | 3.33% | -2.10% | -8.76% | |
61 Neutral | ¥1.92T | 18.12 | 8.83% | 2.74% | -1.96% | 10.32% |
Sompo Holdings Corporate Events
Sompo Holdings has completed its acquisition of Aspen Insurance Holdings for approximately USD 3.5 billion through its subsidiary Sompo International, in a move that strengthens its global insurance platform and specialty lines capabilities. Aspen’s Class A ordinary shares will be delisted from the New York Stock Exchange, its preference shares will remain outstanding under existing terms, and Aspen’s results will be consolidated into Sompo’s financial statements from the fourth quarter of the fiscal year ending March 31, 2026, with full contribution from the following fiscal year.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6583.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings’ digital subsidiary Sompo Light Vortex has completed a tender offer for shares and share acquisition rights of Nousouken Corporation, which is listed on the Tokyo Stock Exchange Growth Market. The offer, launched in late December 2025 and concluded on February 16, 2026, is set to make Nousouken a consolidated subsidiary of both Sompo Holdings and Sompo Light Vortex.
Settlement of the transaction is scheduled for February 24, 2026, when the change in subsidiary status will formally take effect. The move signals an expansion of Sompo’s digital and growth-market footprint, potentially strengthening its capabilities in technology-driven services and enhancing group synergies with Nousouken under consolidated control.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6652.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings has announced a broad reshuffle of its top management effective April 1, 2026, highlighted by the appointment of Katsuyuki Tajiri as Group CFO, Deputy President and Representative Executive Officer, and the reassignment of current Group CFO Masahiro Hamada to a Director role. The changes are intended to strengthen the group’s management structure and accelerate transformation across its insurance operations, with new appointments and role adjustments for senior executives overseeing risk management, IT, public relations, and overseas M&A likely to influence strategic direction and governance at both the holding company and key subsidiaries.
Additional senior management moves include shifting Group CRO duties from Yoshihiro Uotani to Koji Takahashi, who steps up from Sompo Japan Insurance, while Kayoko Sakai and Yoshiyasu Suzuki retain or expand key strategy and IT roles, respectively. Several executives, including Uotani and Hamada, are scheduled to retire from certain posts after the next shareholders’ meeting, signaling a generational refresh in leadership that may impact how Sompo balances domestic P&C, global expansion, and stakeholder communications going forward.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6643.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings released supplementary information on its consolidated financial results for the nine months ended December 31, 2025, covering group-wide performance under IFRS and detailed results for key insurance subsidiaries. The materials outline operating results, balance sheets, income statements, solvency margin ratios and major business metrics across non-life, direct and life insurance units, providing investors with a comprehensive view of the group’s financial health.
The company also presented its consolidated earnings forecasts for the fiscal year ending March 31, 2026, giving guidance on expected performance and capital soundness. By disclosing granular data on premiums, claims, policies in force and adjusted consolidated profit, Sompo underscores its focus on transparency and regulatory solvency, which is central to assessing its risk profile and competitive standing in Japan’s insurance sector.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6643.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings reported strong consolidated results for the nine months ended Dec. 31, 2025, with insurance revenue rising 3.6% to ¥3.99 trillion and net income attributable to owners of the parent more than doubling to ¥518.4 billion. Basic earnings per share climbed to ¥564.40 from ¥257.07 a year earlier, while comprehensive income surged to ¥1.12 trillion, reflecting a sharp recovery from the prior period.
The group’s financial position also improved, with total assets expanding to ¥16.75 trillion and equity attributable to owners of the parent increasing to ¥5.01 trillion, lifting the equity ratio to 29.9%. Sompo kept its dividend forecast unchanged at an annual ¥150 per share and raised its full-year outlook, now projecting net income attributable to owners of the parent of ¥580 billion, up 138.6% year on year, underscoring robust capital strength and earnings momentum.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6643.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings has reported the latest progress of its ongoing share buyback program authorized by its board in November 2025, repurchasing 4,624,900 common shares on the Tokyo Stock Exchange during January 2026 for a total of ¥25.48 billion. Cumulatively under this authorization through the end of January, the company has bought back 8,152,300 shares for approximately ¥43.53 billion, moving it more than halfway toward the upper limit of ¥77 billion and 24 million shares, a capital allocation move that is likely to support shareholder returns and potentially improve earnings per share by reducing the number of shares outstanding.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6236.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings and its subsidiary Sompo Light Vortex have announced amendments to their previously disclosed tender offer documentation relating to the planned acquisition of Nousouken Corporation, a company listed on the Tokyo Stock Exchange Growth Market. Following receipt on January 23, 2026 of regulatory approval under the Insurance Business Act to make Nousouken a subsidiary of Sompo Light Vortex, the tender offeror has filed an amended tender offer registration statement with the Kanto Local Finance Bureau and revised certain contents of the original tender offer announcement and public notice. The changes mainly concern disclosure items and the addition of the regulatory approval document as an attachment, and do not alter the core purchase terms of the tender offer, indicating that the transaction is progressing within the expected regulatory framework while maintaining the originally announced economic conditions for shareholders.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen6236.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings has reported progress on its ongoing share buyback program authorized by its board in November 2025, repurchasing 3,527,400 shares of common stock for a total of ¥18.05 billion via open-market transactions on the Tokyo Stock Exchange during December 2025. The buyback is part of a larger authorization of up to 24 million shares or ¥77 billion through March 31, 2026, signaling continued emphasis on shareholder returns and capital efficiency, which may support earnings per share and equity valuation while modestly reducing the company’s free float.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen5587.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings has announced that its wholly owned digital subsidiary, Sompo Light Vortex, will launch a tender offer to acquire all outstanding common shares and share acquisition rights of Nousouken Corporation, which is listed on the Tokyo Stock Exchange Growth Market. The transaction is structured to ultimately make Sompo Light Vortex, together with Nousouken’s top executives and major shareholders Tomomasa Oikawa and Hiroshi Horiuchi, the sole shareholders of Nousouken and to take the company private, with tender commitments already secured from these key insiders. The move underlines Sompo’s strategy of deepening its digital technology footprint through Sompo Light Vortex and may strengthen its position in technology-enabled services, while giving Nousouken access to a larger corporate platform and more stable ownership to pursue longer-term growth initiatives outside the public markets.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen5587.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.
Sompo Holdings and its subsidiary, Sompo Japan Insurance, have reported progress on their business improvement plans to the Financial Services Agency, following orders to address fraudulent insurance claims, premium adjustments, and customer data leaks. The company is committed to implementing these measures to regain stakeholder trust and transform its operations to be more customer-centric.
The most recent analyst rating on (JP:8630) stock is a Buy with a Yen5587.00 price target. To see the full list of analyst forecasts on Sompo Holdings stock, see the JP:8630 Stock Forecast page.