MORINAGA MILK INDUSTRY CO.,LTD
2264森永乳業株式会社
Latest half-year results
First half · fiscal year to 2026-03 · filed 2025-11-12For the first half of the fiscal year to 2026-03: Revenue ¥293.3 billion (+0.9% YoY), Ordinary income ¥21.9 billion (+27.3% YoY), Net income ¥14.6 billion (+50.8% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥293.3bn | +0.9% |
| Ordinary profit | ¥21.9bn | +27.3% |
| Net profit to owners | ¥14.6bn | +50.8% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/2264/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2026-03-31- Revenue
- ¥571.5bn
- Net income
- ¥22.6bn
- ROE
- 8.4%
- Equity ratio
- 50.2%
- Dividend / share
- ¥100
- Employees
- 7,345
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | ¥571.5bn | ¥22.6bn | ¥547.1bn | ¥279.7bn | 8.4% | ¥276.02 | ¥35.7bn |
| 2025-03-31 | ¥561.2bn | ¥5.5bn | ¥520.4bn | ¥271.1bn | 2.0% | ¥64.6 | −¥12.5bn |
| 2024-03-31 | ¥547.1bn | ¥61.3bn | ¥566.0bn | ¥282.1bn | 24.5% | ¥696.92 | ¥56.6bn |
| 2023-03-31 | ¥525.6bn | ¥16.9bn | ¥487.4bn | ¥228.2bn | 7.9% | ¥186.57 | ¥19.4bn |
| 2022-03-31 | ¥503.4bn | ¥33.8bn | ¥458.8bn | ¥208.0bn | 16.7% | ¥343.73 | ¥40.3bn |
Indicators
Computed by us from filings · fiscal year to 2026-03-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 8.4 | 48.4 |
| Ordinary margin | 0.065 | 48.1 |
| Equity ratio, % | 50.2 | 41.6 |
| Revenue growth | 0.0183 | 33.3 |
| Net income growth | 3.1398 | 95.9 |
| Operating cash flow / assets | 0.0653 | 50.6 |
Results wording balance: +0.49. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥117.3bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥586m, 1.6% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/2264/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/2264/buybacksSegments, votes and tender offers
Stated in EDINET filings/v1/companies/2264/segments/v1/companies/2264/votingOwnership changes
All companies →- 2026-07-23
Mizuho Bank,Ltd. raised holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 8.07% from 7.28%.
- 2026-07-07
Mizuho Bank,Ltd. reduced holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 7.28% from 7.84%.
- 2026-06-01
Mitsubishi UFJ Financial Group, Inc. disclosed a 5.03% stake in MORINAGA MILK INDUSTRY CO.,LTD (2264), crossing the 5% reporting threshold.
- 2026-02-06
Mizuho Bank,Ltd. raised holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 7.84% from 7.27%.
- 2026-01-22
Mizuho Bank,Ltd. reduced holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 7.27% from 7.71%.
- 2025-12-15
Mitsubishi UFJ Financial Group, Inc. cut holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 4.93% from 6.18%, below the 5% threshold.
- 2025-07-07
Mizuho Bank,Ltd. raised holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 7.71% from 7.51%.
- 2025-03-24
Mizuho Bank,Ltd. raised holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 7.51% from 6.47%.
- 2025-01-10
Mizuho Bank,Ltd. raised holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 6.47% from 5.38%.
- 2024-07-29
Mitsubishi UFJ Financial Group, Inc. raised holdings in MORINAGA MILK INDUSTRY CO.,LTD (2264) to 6.18% from 5.72%.
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| 森永製菓株式会社 | 2022-03-01 – 2022-03-01 | -4,300,000 | −8.63pt | — | — |
Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/2264/trades.
5% filings
Large shareholding reports on 2264| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-07-23 | Mizuho Bank,Ltd. | 8.07% | +0.79pt | — |
| 2026-07-07 | Mizuho Bank,Ltd. | 7.28% | −0.56pt | — |
| 2026-06-01 | Mitsubishi UFJ Financial Group, Inc. | 5.03% | — | strategic holding |
| 2026-02-06 | Mizuho Bank,Ltd. | 7.84% | +0.57pt | — |
| 2026-01-22 | Mizuho Bank,Ltd. | 7.27% | −0.44pt | — |
| 2025-12-15 | Mitsubishi UFJ Financial Group, Inc. | 4.93% | −1.25pt | strategic holding |
| 2025-07-07 | Mizuho Bank,Ltd. | 7.71% | +0.20pt | — |
| 2025-03-24 | Mizuho Bank,Ltd. | 7.51% | +1.04pt | — |
| 2025-01-10 | Mizuho Bank,Ltd. | 6.47% | +1.09pt | — |
| 2024-07-29 | Mitsubishi UFJ Financial Group, Inc. | 6.18% | +0.46pt | strategic holding |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 44 issues
- Book value
- ¥12.7bn
- Sold in the year
- ¥56m 4 issues
- Bought in the year
- ¥6m 2 issues
- Mutual, both reports
- 9
- Held by listed cos.
- 25
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| Morinaga&Co.,Ltd. 2201 | ¥3,706m | 0.0% | both reports |
| ZERIA PHARMCEUTICAL CO., LTD. 4559 | ¥3,231m | 0.0% | both reports |
| The Awa Bank,Ltd. 8388 | ¥1,169m | 0.0% | both reports |
| Seven & i Holdings Co., Ltd. 3382 | ¥1,075m | 0.0% | no |
| AEON Co.,Ltd. 8267 | ¥977m | +200.9% | no |
| Mizuho Financial Group, Inc. 8411 | ¥902m | 0.0% | stated |
| Toyo Seikan Group Holdings, Ltd. 5901 | ¥831m | 0.0% | both reports |
| Sumitomo Mitsui Financial Group, Inc. 8316 | ¥684m | 0.0% | stated |
| TAIYOKAGAKU CO.,LTD. 2902 | ¥626m | 0.0% | both reports |
| Lacto Japan Co.,Ltd. 3139 | ¥501m | 0.0% | no |
Held by: Morinaga&Co.,Ltd. 2201, Morinaga&Co.,Ltd. 2201, The Awa Bank,Ltd. 8388, Toyo Seikan Group Holdings, Ltd. 5901, Tokio Marine Holdings, Inc. 8766, Kyushu Financial Group,Inc. 7180, Shizuoka Financial Group, Inc. 5831, ZERIA PHARMCEUTICAL CO., LTD. 4559, Mebuki Financial Group,Inc. 7167, Nippon Paper Industries Co., Ltd. 3863, taisei corporation 1801, ASAHI KOGYOSHA CO.,LTD. 1975 and 15 more
Purposes, all holdings and mutual flags via /v1/companies/2264/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2026-03-31| Shareholder | Shares | Ratio |
|---|---|---|
| 日本マスタートラスト信託銀行株式会社(信託口) | 11,197,000 | 13.81% |
| 株式会社日本カストディ銀行（信託口） | 6,179,000 | 7.62% |
| 株式会社ＳＭＢＣ信託銀行(株式会社三井住友銀行退職給付信託口) | 2,657,000 | 3.28% |
| 株式会社みずほ銀行 | 2,445,000 | 3.02% |
| 森永乳業従業員持株会 | 2,224,000 | 2.74% |
| individual holder | 1,796,000 | 2.22% |
| 森永製菓株式会社 | 1,375,000 | 1.70% |
| individual holder | 1,345,000 | 1.66% |
| individual holder | 1,237,000 | 1.53% |
| 日本マスタートラスト信託銀行株式会社(退職給付信託口・森永製菓株式会社口) | 1,200,000 | 1.48% |
U.S. funds holding 2264
SEC Form N-PORT, reports to 2026-07-3183 U.S. funds held 29,680,417 shares worth $267.9m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Avantis International Small Cap Value ETF American Century ETF Trust | 1,279,200 | $39.0m | 0.196% | 2026-05-31 |
| Artisan International Small-Mid Fund Artisan Partners Funds Inc. | 3,903,776 | $30.4m | 1.198% | 2026-06-30 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 4,068,616 | $30.4m | 0.005% | 2026-07-31 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 2,757,800 | $21.5m | 0.007% | 2026-06-30 |
| Victory Trivalent International Small-Cap Fund Victory Portfolios | 2,099,600 | $16.4m | 0.351% | 2026-06-30 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/2264
GET /v1/companies/2264/financials
GET /v1/companies/2264/details
GET /v1/companies/2264/segments
GET /v1/companies/2264/voting
GET /v1/companies/2264/tender-offers
GET /v1/companies/2264/indicators
GET /v1/companies/2264/earnings-releases
GET /v1/events?ticker=2264
GET /v1/companies/2264/trades
GET /v1/companies/2264/cross-holdings
GET /v1/companies/2264/brief