OTSUKA CORPORATION
4768株式会社 大塚商会
Latest half-year results
First half · fiscal year to 2026-12 · filed 2026-08-10For the first half of the fiscal year to 2026-12: Revenue ¥757.5 billion (+9.0% YoY), Ordinary income ¥54.8 billion (+9.4% YoY), Net income ¥37 billion (+8.4% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥757.5bn | +9.0% |
| Ordinary profit | ¥54.8bn | +9.4% |
| Net profit to owners | ¥37.0bn | +8.4% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/4768/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2025-12-31- Revenue
- ¥1.3tn
- Net income
- ¥64.3bn
- ROE
- 16.8%
- Equity ratio
- 54.1%
- Dividend / share
- ¥90
- Employees
- 10,079
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2025-12-31 | ¥1,322.8bn | ¥64.3bn | ¥729.2bn | ¥399.6bn | 16.8% | ¥169.58 | ¥92.2bn |
| 2024-12-31 | ¥1,107.7bn | ¥53.5bn | ¥673.9bn | ¥375.2bn | 15.0% | ¥141.04 | ¥37.7bn |
| 2023-12-31 | ¥977.4bn | ¥47.4bn | ¥561.8bn | ¥347.0bn | 14.3% | ¥125.13 | ¥71.6bn |
| 2022-12-31 | ¥861.0bn | ¥40.0bn | ¥523.0bn | ¥322.7bn | 13.0% | ¥211.09 | ¥29.2bn |
| 2021-12-31 | ¥851.9bn | ¥39.9bn | ¥486.3bn | ¥301.8bn | 13.9% | ¥210.59 | ¥57.9bn |
Indicators
Computed by us from filings · fiscal year to 2025-12-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 16.8 | 82.4 |
| Ordinary margin | 0.0692 | 50.6 |
| Equity ratio, % | 54.1 | 47.7 |
| Revenue growth | 0.1942 | 86.1 |
| Net income growth | 0.2024 | 56.4 |
| Operating cash flow / assets | 0.1265 | 83.6 |
Results wording balance: +1.00. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥6.0bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥30m, 0.0% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/4768/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states themSegments, votes and tender offers
Stated in EDINET filings/v1/companies/4768/segments/v1/companies/4768/votingOwnership changes
All companies →- 2026-08-05
BlackRock Japan Co., Ltd. raised holdings in OTSUKA CORPORATION (4768) to 6.12% from 5.08%.
- 2025-07-18
JPMorgan Asset Management (Japan) Limited cut holdings in OTSUKA CORPORATION (4768) to 2.68% from 5.17%, below the 5% threshold.
- 2025-07-03
JPMorgan Asset Management (Japan) Limited disclosed a 5.17% stake in OTSUKA CORPORATION (4768), crossing the 5% reporting threshold.
- 2023-12-20
BlackRock Japan Co., Ltd. disclosed a 5.08% stake in OTSUKA CORPORATION (4768), crossing the 5% reporting threshold.
- 2022-04-27
individual filer filed a correction to a 5% report on OTSUKA CORPORATION (4768).
- 2022-04-21
individual filer raised holdings in OTSUKA CORPORATION (4768) to 35.94% from 33.90%.
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 | 2022-03-09 – 2022-05-26 | -4,873,000 | −2.56pt | ¥4,000 | ¥4,000–4,000 |
| individual filer | 2022-05-26 – 2022-05-26 | +4,873,000 | +2.56pt | ¥4,000 | ¥4,000–4,000 |
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/4768/trades.
5% filings
Large shareholding reports on 4768| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-08-05 | BlackRock Japan Co., Ltd. | 6.12% | +1.04pt | pure investment |
| 2026-06-19 | individual filer | 35.94% | 0.00pt | management participation |
| 2025-07-18 | JPMorgan Asset Management (Japan) Limited | 2.68% | −2.49pt | pure investment |
| 2025-07-03 | JPMorgan Asset Management (Japan) Limited | 5.17% | — | pure investment |
| 2023-12-20 | BlackRock Japan Co., Ltd. | 5.08% | — | pure investment |
| 2022-05-30 | individual filer | 35.94% | 0.00pt | management participation |
| 2022-05-12 | individual filer | 35.94% | 0.00pt | management participation |
| 2022-04-27 | individual filer | 35.94% | +2.04pt | management participation |
| 2022-04-27 | individual filer | 33.90% | 0.00pt | management participation |
| 2022-04-21 | individual filer | 35.94% | +2.04pt | management participation |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 21 issues
- Book value
- ¥14.2bn
- Sold in the year
- ¥8m 2 issues
- Bought in the year
- ¥26m 1 issues
- Mutual, both reports
- 4
- Held by listed cos.
- 20
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| PERSOL HOLDINGS CO.,LTD. 2181 | ¥8,718m | 0.0% | no |
| AVILEN Inc. 5591 | ¥1,511m | 0.0% | no |
| SIOS Corporation 3744 | ¥804m | 0.0% | no |
| RICOH COMPANY,LTD. 7752 | ¥653m | +4.1% | both reports |
| DAIWA HOUSE INDUSTRY CO., LTD. 1925 | ¥519m | 0.0% | no |
| ㈱横浜フィナンシャルグループ(注)4 | ¥494m | 0.0% | no |
| Nihon Knowledge Co,Ltd. 5252 | ¥246m | +200.0% | both reports |
| GIG Works Inc. 2375 | ¥238m | 0.0% | both reports |
| Credit Saison Co.,Ltd. 8253 | ¥210m | 0.0% | no |
| DAITO TRUST CONSTRUCTION CO.,LTD. 1878 | ¥195m | +400.0% | no |
Held by: RICOH COMPANY,LTD. 7752, NEC Corporation 6701, SBS Holdings, Inc. 2384, Canon Marketing Japan Inc. 8060, SEIKO EPSON CORPORATION 6724, DAIWA COMPUTER CO., LTD. 3816, CANON INC. 7751, Sharp Corporation 6753, ELECOM CO.,LTD. 6750, Ryoyo Ryosan Holdings, Inc. 167A, Nihon Knowledge Co,Ltd. 5252, ITO EN,LTD. 2593 and 8 more
Purposes, all holdings and mutual flags via /v1/companies/4768/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2025-12-31| Shareholder | Shares | Ratio |
|---|---|---|
| 大塚装備株式会社 | 127,205,000 | 33.54% |
| 日本マスタートラスト信託銀行株式会社(信託口) | 40,811,000 | 10.76% |
| 株式会社日本カストディ銀行(信託口) | 22,437,000 | 5.91% |
| individual holder | 9,363,000 | 2.46% |
| 大塚商会社員持株会 | 8,490,000 | 2.23% |
| JPモルガン証券株式会社 | 7,057,000 | 1.86% |
| individual holder | 6,963,000 | 1.83% |
| SMBC日興証券株式会社 | 5,741,000 | 1.51% |
| ステート ストリート バンク アンド トラスト カンパニー 505001 | 4,200,000 | 1.10% |
| individual holder | 3,872,000 | 1.02% |
U.S. funds holding 4768
SEC Form N-PORT, reports to 2026-07-31241 U.S. funds held 34,690,853 shares worth $664.6m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 4,980,500 | $85.3m | 0.090% | 2026-06-30 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 3,295,788 | $68.0m | 0.011% | 2026-07-31 |
| Capital Income Builder Capital Income Builder | 2,568,800 | $52.9m | 0.041% | 2026-07-31 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 2,196,578 | $37.6m | 0.012% | 2026-06-30 |
| iShares Core MSCI EAFE ETF iShares Trust | 1,599,600 | $33.0m | 0.017% | 2026-07-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/4768
GET /v1/companies/4768/financials
GET /v1/companies/4768/details
GET /v1/companies/4768/segments
GET /v1/companies/4768/voting
GET /v1/companies/4768/tender-offers
GET /v1/companies/4768/indicators
GET /v1/companies/4768/earnings-releases
GET /v1/events?ticker=4768
GET /v1/companies/4768/trades
GET /v1/companies/4768/cross-holdings
GET /v1/companies/4768/brief