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Japan Tobacco (2914) Stock Price & Analysis
2914 Stock Chart & Stats
- Day’s Range
- JPY 7,126.00 - JPY 7,320.00
- 52-Week Range
- JPY 5,260.00 - JPY 7,705.00
- Previous Close
- JPY 7,401.00
- Volume
- 4.30M
- Average Volume (3M)
- 4.09M
- Market Cap
- JPY 12.87T
- Enterprise Value
- JPY 13.22T
- Total Cash (Recent Filing)
- JPY 887.30B
- Total Debt (Recent Filing)
- JPY 1.67T
- Price to Earnings (P/E)
- 20.8
- Beta
- 0.30
- Next Earnings
- Feb 10, 2027 (Est.)
- EPS Estimate
- 16.82
- Next Dividend Ex-Date
- Dec 29, 2026
- Dividend Yield
- 3.67%
Bulls Say, Bears Say
Bulls Say
Pricing And Tobacco Profit Growth
Strong pricing and mix more than offset tobacco volume pressure, demonstrating JT's ability to protect revenue and profitability in a mature category. If pricing remains disciplined, this supports durable earnings and funds continued investment in reduced-risk products.
Strong Cash Generation
Substantial free cash flow conversion indicates that reported earnings are being supported by cash generation rather than relying mainly on accounting gains. This strengthens JT's capacity to fund product investment, reduce financial pressure, and sustain shareholder distributions.
Reduced-risk Product Expansion
Rapid reduced-risk-product growth gives JT a structural avenue to offset the mature combustibles market and broaden its future tobacco portfolio. Continued Ploom adoption and market-share gains can improve product mix and support longer-term revenue resilience.
Bears Say
Declining Combustibles Volumes
Falling combustibles volumes reflect a persistent challenge for JT's largest business area, potentially limiting growth even when pricing lifts revenue. Continued declines can also raise the investment required for reduced-risk products to replace lost traditional-tobacco demand.
Affordability And Tax Pressure
Affordability pressure and repeated tax increases can weaken consumer demand across multiple markets, especially where users trade down or reduce consumption. This creates a durable constraint on volume and may limit how much pricing can compensate without accelerating elasticity.
Earnings And Balance-sheet Volatility
JT's recent margin compression and periods of higher leverage show that earnings and financial flexibility have not been consistently stable. Although current leverage is manageable, renewed volatility could constrain investment capacity and make shareholder returns more dependent on operating recovery.
Japan Tobacco News
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Company Description
Japan Tobacco
Japan Tobacco Inc., a tobacco company, engages in the manufacture and sale of tobacco products in Japan and internationally. It operates through two segments: Tobacco Business and Processed Food Business. It offers tobacco products, such as cigarettes, fine cut tobacco products, cigars, pipes, and hookah products. The company provides reduced-risk products, including heated tobacco, infused tobacco, e-vapor, traditional oral, and modern oral. Further, the company provides frozen and room-temperature products comprising frozen udon noodles, packed rice, and frozen okonomiyaki; and seasonings, including yeast extracts, assembled, kelp and seaweed, and oyster sauces. It offers its products under the Winston, Camel, Möbius, and LD brands. Japan Tobacco Inc. was founded in 1898 and is headquartered in Tokyo, Japan.
- Sector
- Consumerdefensive
- Industry
- Tobacco
- CEO
- Takehiko Tsutsui
- Employees
- 52,867
- Website
- www.jt.com
- Address
- 1-1, Toranomon 4-chome, Tokyo, TY, 105-6927, JP
Japan Tobacco (2914) Earnings & Revenues
2914 Company Deck
2914 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Nine-month AOP, operating profit, and profit grew by 16.9%, 24.2%, and 21.0%, respectively, and management raised its full-year revenue, AOP, operating profit, and profit forecasts while expecting record-high results. Tobacco pricing, RRP growth, Ploom share gains, and strong momentum in Asia and selected EMA markets were key positives. These outweighed the stated challenges of declining combustibles volumes, affordability and tax pressure, temporary Ploom share fluctuations, higher costs, a fourth-quarter growth slowdown, and the reduced processed food revenue forecast.
View all JP:2914 earnings summaries2914 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 10 | 5 | 7 |
| Technical Analysis | 4 | 5 | 1 |
| Moving Averages | 6 | 0 | 6 |
