Japan Tobacco stock: UBS keeps Buy rating and JPY 8,150 target for Japan Tobacco stock

Published on 10/20/2026 at 17:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter 2026 revenue rose 17.70 percent to JPY 198.60 billion. Japan Tobacco stock costs EUR 42.34 on October 20, 2026, down 0.14 percent versus Frankfurt.

Analyst target and reporting date

UBS maintained its Buy rating and JPY 8,150 target on October 15, 2026.
Second-quarter 2026 revenue rose 17.70 percent to JPY 198.60 billion.
Japan Tobacco stock costs EUR 42.34 at Lang & Schwarz on October 20, 2026 at 5:09 p.m. CEST, 0.14 percent below the Frankfurt close of October 16, 2026.
Japan Tobacco is scheduled to release its next results on October 29, 2026.

Japan Tobacco, JP3726800000, Illustration mit AI erstellt.

UBS maintained its Buy rating on Japan Tobacco and set a JPY 8,150 price target in a report dated October 15, 2026, according to Business Insider. The target is 8.41 percent above Japan Tobacco's Tokyo price of JPY 7,518 on October 20, 2026. Japan Tobacco reported second-quarter 2026 revenue of JPY 198.60 billion, up 17.70 percent year over year, on July 30, 2026, in its investor-relations information. At 5:09 p.m. CEST on October 20, 2026, the stock was trading at EUR 42.34 at Lang & Schwarz, down 0.14 percent versus the Frankfurt close of October 16, 2026 at EUR 42.40.

Revenue growth supports the target

The latest operating figures give the analyst target a concrete earnings backdrop. Japan Tobacco's second-quarter 2026 operating income reached JPY 66.20 billion, an increase of 26.20 percent from the year-earlier period, while net income rose 29.00 percent to JPY 64.40 billion, according to Japan Tobacco. The figures were published on July 30, 2026 and refer to the fiscal second quarter.

Stock stays near its yearly high

The Frankfurt listing had a 52-week range of EUR 26.76 to EUR 42.46 as of October 16, 2026. The Lang & Schwarz price was 0.28 percent below that high on October 20, 2026. The Tokyo listing closed at JPY 7,518 on October 20, 2026, up 0.36 percent from the prior Tokyo close, with 2,915,400 shares traded. These figures place the euro quotation near its reported yearly upper boundary while the home-market price remains below the UBS target.

Valuation and the next date

Japan Tobacco's price-to-earnings ratio was 21.46 and its market capitalization was JPY 13.3 trillion as of October 20, 2026. The company is scheduled to publish its next earnings release on October 29, 2026, according to Japan Tobacco. The date gives investors a near-term point for testing whether the second-quarter growth rates continue into the fiscal-year outlook.

Comparison with peers

Japan Tobacco: down 0.14 percent versus the Frankfurt close, price-to-earnings ratio 21.46, market capitalization JPY 13.3 trillion.

Philip Morris International (NYSE, USD): up 0.36 percent on October 20, 2026, price-to-earnings ratio 29.01, market capitalization USD 314.5 billion.

Altria Group (NYSE, USD): up 1.15 percent on October 20, 2026, price-to-earnings ratio 15.80, market capitalization USD 125.1 billion.

Price and reporting date

Japan Tobacco combines strong second-quarter growth with a target that sits 8.41 percent above its Tokyo price. The next results release on October 29, 2026 is the next dated test for that view. At 5:09 p.m. CEST on October 20, 2026, Japan Tobacco was trading at EUR 42.34 at Lang & Schwarz, 0.14 percent below the Frankfurt close of October 16, 2026 at EUR 42.40. The further course of trading is shown by the continuously updated real-time quote of Japan Tobacco stock.