MS&AD Insurance Group Holdings stock reports 33.4 percent Q1 profit growth

Published on 10/07/2026 at 04:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

MS&AD Insurance Group Holdings stock posted JPY 328.6 billion in Q1 profit, up 33.4 percent year over year. Analysts set a Buy consensus and JPY 5,178.2 target.

MS&AD, JP3890310000, Illustration mit AI erstellt.

MS&AD Insurance Group Holdings (ISIN JP3890310000) was trading at JPY 4,879 on the Tokyo Stock Exchange on October 7, 2026, at 11:08 a.m. JST. The latest operating signal is fiscal 2027 first-quarter profit of JPY 328.6 billion, up 33.4 percent year over year.

Q1 profit reaches 77.3 percent

An analysis published by Note on September 21, 2026, citing MS&AD disclosures dated August 14, said insurance revenue reached JPY 1.6861 trillion in the quarter, an increase of 14.1 percent.

The same analysis reported quarterly profit before tax of JPY 440.9 billion, up 33.4 percent, and earnings per share of JPY 226.84. MS&AD kept its fiscal year ending March 31, 2027 forecast at JPY 425.0 billion in profit attributable to owners of the parent, putting first-quarter progress at 77.3 percent.

Forecast stays below prior profit

The comparison is more demanding than the quarterly headline suggests. The JPY 425.0 billion full-year forecast is 16.8 percent below the previous fiscal year's IFRS result of JPY 510.6 billion, according to the September 21 analysis by Note.

That gap helps explain why the company has retained its annual forecast despite the first-quarter profit rate. The reported quarterly result includes gains tied to strategic shareholdings, while the adjusted profit measure gives a more conservative view of recurring performance, according to the same September 21 analysis by Note.

Analysts see limited upside

The analyst consensus is Buy, based on 11 analysts, with an average 12-month target of JPY 5,178.2, a high of JPY 7,000 and a low of JPY 3,270. Those figures were published by Investing.com; the average target lies 6.13 percent above the October 7 price.

A separate analyst update published on October 1 by Yahoo Finance said a US brokerage kept an Underweight rating but raised its target from JPY 4,910 to JPY 4,990. The contrast shows why the earnings progress has not produced a uniform analyst view.

MS&AD stock remains below its high

MS&AD stock was trading at JPY 4,879 on October 7, 2026, with a session range of JPY 4,846 to JPY 4,928 and volume of 2,012,900 shares. Its 52-week range was JPY 3,108 to JPY 5,326, leaving the price 8.39 percent below the high, while market capitalization stood at JPY 7.1 trillion.