Earnings Alerts

MS&AD Insurance (8725) Earnings: 1Q Net Income Surpasses Estimates with 204.27 Billion Yen

  • MS&AD reported a net income of 204.27 billion yen for the first quarter of 2024.
  • This surpassed estimates, which predicted a net income of 169.38 billion yen.
  • For the full year 2025, the company maintains its forecast for net income at 610.00 billion yen.
  • Market estimates for 2025 net income are slightly higher at 621.22 billion yen.
  • The company’s dividend forecast for 2025 remains unchanged at 145.00 yen per share.
  • Analyst ratings for MS&AD include 4 buys, 6 holds, and 1 sell.
  • Comparisons are made based on data from the company’s original disclosures.

MS&AD Insurance on Smartkarma

Analyst coverage of MS&AD Insurance on Smartkarma has been insightful and varied. Travis Lundy‘s research highlighted the management’s awareness of capital cost and stock price details, emphasizing the importance of corporate governance reports and management actions. Lundy also covered Toyota’s significant buyback through a tender offer involving major insurers and banks, providing insights into the impact on supply and demand in the market.

Daniel Tabbush‘s research on MS&AD Insurance focused on the company’s strategy to sell down cross-shareholdings to zero to drive growth and dividends. This commitment to sell down holdings to fund future endeavors was seen as a positive move for the company. Sumeet Singh‘s analysis discussed the FSA’s request to general insurers, including MS&AD, to trim cross-shareholdings, shedding light on the potential impact of such actions on the company’s financial position.


A look at MS&AD Insurance Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth5
Resilience5
Momentum5
OVERALL SMART SCORE4.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

MS&AD Insurance Group Holdings, Inc., formed from the reorganization of Mitsui Sumitomo Insurance Company, Limited, provides various insurance policies including marine, fire, casualty, automobile, and life insurance. Alongside insurance, the Group also offers financial services and operates agencies.

Looking ahead for MS&AD Insurance, the Smartkarma Smart Scores paint a positive long-term outlook. With a Growth score of 5, the company is positioned for significant expansion. This is complemented by high scores in Resilience and Momentum, indicating a strong ability to weather challenges and maintain positive performance. Additionally, a solid Dividend score highlights the company’s commitment to rewarding shareholders. While the Value score is not the highest, the overall high scores across other factors suggest a promising future for MS&AD Insurance Group.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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