Morgan Stanley keeps Buy rating for Itochu stock at JPY 2,600.00

Published on 10/27/2026 at 15:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ITOCHU posted JPY 900.3 billion net profit for fiscal 2026. Itochu stock costs EUR 13.48 on October 27, 2026 at 3:06 p.m. CEST.

Analyst target and company figures

Morgan Stanley maintained a Buy rating and set a JPY 2,600.00 target on October 14, 2026.
ITOCHU reported JPY 900.3 billion in consolidated net profit for fiscal 2026 and a 15.00 percent return on equity.
Itochu stock costs EUR 13.48 at Lang & Schwarz on October 27, 2026 at 3:06 p.m. CEST.

Itochu, JP3143600009, Illustration mit AI erstellt.

Morgan Stanley maintained a Buy rating on Itochu and set a JPY 2,600.00 price target on October 14, 2026, as Markets Insider reported. Against the JPY 2,366.00 closing level on the Japan Exchange on October 27, 2026, the target is 9.89 percent above the price. Itochu stock was trading at EUR 13.48 at Lang & Schwarz on October 27, 2026 at 3:06 p.m. CEST.

Profit gives the target context

ITOCHU's fiscal 2026 profile provides a stronger earnings base for the analyst view. Its investor-relations page lists consolidated net profit of JPY 900.3 billion for the fiscal year ended March 2026, together with return on equity of 15.00 percent, total assets of JPY 16.7 trillion and total shareholders' equity of JPY 6.6 trillion.

Operating cash flow reached JPY 940.0 billion for fiscal 2026. The combination of profit, cash generation and capital strength gives investors several operating measures to compare with the JPY 2,600.00 target, rather than relying on the share price alone.

Stock position and trading frame

On the Japan Exchange, Itochu closed at JPY 2,366.00 on October 27, 2026 at 3:30 p.m. JST. Mitsubishi Corporation closed at JPY 4,936.00, up 0.53 percent, with a P/E ratio of 20.61 and a market capitalization of JPY 18.1 trillion. Mitsui & Co. closed at JPY 5,107.00, up 0.35 percent, with a P/E ratio of 15.57 and a market capitalization of JPY 14.5 trillion.

Next date for investors

ITOCHU's investor-relations calendar schedules results for the second quarter of fiscal 2027 on November 4, 2026 at 1:00 p.m. JST. That release will give investors a new periodized earnings reference against the fiscal 2026 figures and the analyst target.

Target meets operating scale

The target sits above the October 27 Japan Exchange price, while ITOCHU's fiscal 2026 figures show the scale behind the conglomerate. The next results date adds a defined checkpoint for comparing earnings, cash flow and return on equity with the current valuation discussion.

The further course of trading is shown by the continuously updated real-time quote of Itochu stock.