The Monogatari Corporation
3097株式会社物語コーポレーション
Latest half-year results
First half · fiscal year to 2026-06 · filed 2026-02-09For the first half of the fiscal year to 2026-06: Revenue ¥72.3 billion (+20.7% YoY), Ordinary income ¥5.5 billion (+28.8% YoY), Net income ¥3.6 billion (+30.5% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥72.3bn | +20.7% |
| Ordinary profit | ¥5.5bn | +28.8% |
| Net profit to owners | ¥3.6bn | +30.5% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/3097/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2026-06-30- Revenue
- ¥151.7bn
- Net income
- ¥8.7bn
- ROE
- 20.0%
- Equity ratio
- 54.1%
- Dividend / share
- ¥43
- Employees
- 2,347
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-06-30 | ¥151.7bn | ¥8.7bn | ¥87.0bn | ¥47.2bn | 20.0% | ¥227.23 | ¥16.0bn |
| 2025-06-30 | ¥123.9bn | ¥6.2bn | ¥74.0bn | ¥40.4bn | 17.7% | ¥163.09 | ¥11.8bn |
| 2024-06-30 | ¥107.2bn | ¥5.6bn | ¥61.5bn | ¥29.6bn | 21.0% | ¥158.15 | ¥10.6bn |
| 2023-06-30 | ¥92.3bn | ¥4.7bn | ¥50.0bn | ¥25.0bn | 19.9% | ¥129.48 | ¥9.7bn |
| 2022-06-30 | ¥73.3bn | ¥3.7bn | ¥46.2bn | ¥23.0bn | 17.6% | ¥102.85 | ¥8.8bn |
Indicators
Computed by us from filings · fiscal year to 2026-06-30| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 20 | 87.7 |
| Ordinary margin | 0.0799 | 57.1 |
| Equity ratio, % | 54.1 | 47.7 |
| Revenue growth | 0.2241 | 89.1 |
| Net income growth | 0.42 | 71.4 |
| Operating cash flow / assets | 0.1843 | 94.5 |
Results wording balance: +0.33. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥15.1bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥75m, 0.5% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/3097/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/3097/buybacksSegments, votes and tender offers
Stated in EDINET filings/v1/companies/3097/votingOwnership changes
All companies →- 2025-06-02
individual filer reduced holdings in The Monogatari Corporation (3097) to 5.56% from 6.61%.
- 2025-05-30
individual filer filed a correction to a 5% report on The Monogatari Corporation (3097).
- 2025-05-30
individual filer reduced holdings in The Monogatari Corporation (3097) to 6.61% from 7.81%.
- 2025-05-20
individual filer reduced holdings in The Monogatari Corporation (3097) to 6.31% from 7.81%.
- 2024-09-30
AAGS Investment, Inc. cut holdings in The Monogatari Corporation (3097) to 4.71% from 5.54%, below the 5% threshold.
- 2024-09-17
AAGS Investment, Inc. reduced holdings in The Monogatari Corporation (3097) to 5.54% from 6.32%.
- 2024-09-05
AAGS Investment, Inc. reduced holdings in The Monogatari Corporation (3097) to 6.32% from 7.39%.
- 2024-08-15
AAGS Investment, Inc. raised holdings in The Monogatari Corporation (3097) to 7.39% from 7.26%.
- 2024-05-21
Sumitomo Mitsui Trust Asset Management Co.,Ltd. cut holdings in The Monogatari Corporation (3097) to 4.00% from 5.09%, below the 5% threshold.
- 2023-11-07
Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in The Monogatari Corporation (3097) to 5.09% from 5.57%.
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| individual filer | 2023-01-31 – 2025-05-26 | -1,197,000 | −6.07pt | ¥3,863.08 | ¥3,075–6,500 |
| AAGS Investment, Inc. | 2024-08-07 – 2024-09-20 | -1,082,400 | −2.85pt | — | — |
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/3097/trades.
5% filings
Large shareholding reports on 3097| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2025-06-02 | individual filer | 5.56% | −1.05pt | — |
| 2025-05-30 | individual filer | 6.31% | −1.50pt | — |
| 2025-05-30 | individual filer | 6.61% | −1.20pt | — |
| 2025-05-20 | individual filer | 6.31% | −1.50pt | — |
| 2024-09-30 | AAGS Investment, Inc. | 4.71% | −0.83pt | pure investment |
| 2024-09-17 | AAGS Investment, Inc. | 5.54% | −0.78pt | pure investment |
| 2024-09-05 | AAGS Investment, Inc. | 6.32% | −1.07pt | pure investment |
| 2024-08-15 | AAGS Investment, Inc. | 7.39% | +0.13pt | pure investment |
| 2024-05-21 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 4.00% | −1.09pt | — |
| 2023-11-07 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 5.09% | −0.48pt | — |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 1 issues
- Book value
- ¥12m
- Sold in the year
- ¥7m 1 issues
- Bought in the year
- — — issues
- Mutual, both reports
- 0
- Held by listed cos.
- 4
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| Mitsubishi UFJ Financial Group, Inc. 8306 | ¥12m | 0.0% | no |
| シンポ株式会社 5903 | — | sold all | stated |
Held by: KANEMATSU CORPORATION 8020, AOYAMA TRADING Co., Ltd. 8219, DELICA FOODS HOLDINGS CO.,LTD. 3392, TOHO Co.,Ltd. 8142
Purposes, all holdings and mutual flags via /v1/companies/3097/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2026-06-30| Shareholder | Shares | Ratio |
|---|---|---|
| 日本マスタートラスト信託銀行株式会社（信託口） | 3,897,300 | 10.14% |
| individual holder | 1,588,800 | 4.13% |
| 株式会社日本カストディ銀行（信託口） | 1,136,200 | 2.95% |
| individual holder | 1,109,942 | 2.89% |
| NORTHERN TRUST CO.（AVFC） RE FIDELITY FUNDS | 1,005,688 | 2.61% |
| individual holder | 778,440 | 2.02% |
| individual holder | 624,610 | 1.62% |
| individual holder | 624,610 | 1.62% |
| 兼松株式会社 | 600,000 | 1.56% |
| individual holder | 541,400 | 1.40% |
U.S. funds holding 3097
SEC Form N-PORT, reports to 2026-07-3153 U.S. funds held 3,234,992 shares worth $107.5m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 454,115 | $15.6m | 0.002% | 2026-07-31 |
| Fidelity Series International Small Cap Fund Fidelity Investment Trust | 387,688 | $13.3m | 0.516% | 2026-07-31 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 307,562 | $9.0m | 0.003% | 2026-06-30 |
| iShares Core MSCI EAFE ETF iShares Trust | 242,600 | $8.3m | 0.004% | 2026-07-31 |
| Avantis International Equity ETF American Century ETF Trust | 254,500 | $8.0m | 0.047% | 2026-05-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/3097
GET /v1/companies/3097/financials
GET /v1/companies/3097/details
GET /v1/companies/3097/segments
GET /v1/companies/3097/voting
GET /v1/companies/3097/tender-offers
GET /v1/companies/3097/indicators
GET /v1/companies/3097/earnings-releases
GET /v1/events?ticker=3097
GET /v1/companies/3097/trades
GET /v1/companies/3097/cross-holdings
GET /v1/companies/3097/brief