Shiseido Company, Limited
4911株式会社資生堂
Latest half-year results
First half · fiscal year to 2026-12 · filed 2026-08-05For the first half of the fiscal year to 2026-12: Revenue ¥499 billion (+6.2% YoY), Profit before tax ¥44.2 billion (+130.2% YoY), Net income ¥29.7 billion (+211.5% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥499.0bn | +6.2% |
| Profit before tax | ¥44.2bn | +130.2% |
| Net profit to owners | ¥29.7bn | +211.5% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/4911/earnings-releases.
Financials
IFRS · consolidated · fiscal year to 2025-12-31- Revenue
- ¥970.0bn
- Net income
- −¥40.7bn
- ROE
- -6.6%
- Equity ratio
- 47.4%
- Dividend / share
- ¥40
- Employees
- 26,330
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2025-12-31 | ¥970.0bn | −¥40.7bn | ¥1,267.3bn | ¥600.8bn | -6.6% | ¥-101.83 | ¥109.9bn |
| 2024-12-31 | ¥990.6bn | −¥10.8bn | ¥1,331.8bn | ¥632.5bn | -1.7% | ¥-27.06 | ¥48.4bn |
| 2023-12-31 | ¥973.0bn | ¥21.7bn | ¥1,255.5bn | ¥618.7bn | 3.6% | ¥54.43 | ¥89.0bn |
| 2022-12-31 | ¥1,067.4bn | ¥34.2bn | ¥1,307.7bn | ¥591.8bn | 6.0% | ¥85.6 | ¥33.7bn |
| 2021-12-31 | ¥1,035.2bn | ¥46.9bn | ¥1,301.0bn | ¥567.5bn | 9.3% | ¥117.43 | ¥127.1bn |
Indicators
Computed by us from filings · fiscal year to 2025-12-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | -6.6 | 4.3 |
| Ordinary margin | -0.0286 | 6.9 |
| Equity ratio, % | 47.4 | 37.9 |
| Revenue growth | -0.0208 | 17.7 |
| Net income growth | -2.7621 | 3.6 |
| Operating cash flow / assets | 0.0867 | 65.7 |
Results wording balance: -0.06. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥211.6bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥1.1bn, 1.0% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/4911/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/4911/credit-ratingsSegments, votes and tender offers
Stated in EDINET filings/v1/companies/4911/segmentsOwnership changes
All companies →- 2026-10-27
Norges Bank reduced holdings in Shiseido Company, Limited (4911) to 5.13% from 5.34%.
- 2026-09-10
Norges Bank raised holdings in Shiseido Company, Limited (4911) to 5.34% from 5.25%.
- 2026-08-20
Sumitomo Mitsui Trust Asset Management Co.,Ltd. raised holdings in Shiseido Company, Limited (4911) to 5.55% from 5.16%.
- 2026-08-12
Norges Bank reduced holdings in Shiseido Company, Limited (4911) to 5.25% from 5.56%.
- 2026-08-06
Nomura Securities Co.,Ltd. raised holdings in Shiseido Company, Limited (4911) to 6.46% from 5.90%.
- 2026-07-13
Norges Bank reduced holdings in Shiseido Company, Limited (4911) to 5.56% from 5.65%.
- 2026-07-10
Norges Bank raised holdings in Shiseido Company, Limited (4911) to 5.65% from 5.47%.
- 2026-06-26
Norges Bank reduced holdings in Shiseido Company, Limited (4911) to 5.47% from 5.49%.
- 2026-06-18
BlackRock Japan Co., Ltd. raised holdings in Shiseido Company, Limited (4911) to 8.03% from 7.02%.
- 2026-06-04
Norges Bank reduced holdings in Shiseido Company, Limited (4911) to 5.49% from 5.67%.
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| Norges Bank | 2024-06-17 – 2026-10-22 | +442,947 | +0.11pt | ¥2,933.55 | ¥2,395–3,561 |
| インディペンデント フランチャイズ パートナーズ エルエルピー | 2024-12-17 – 2025-06-20 | +21,212,912 | +5.18pt | ¥2,598.37 | ¥2,280–2,976 |
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/4911/trades.
5% filings
Large shareholding reports on 4911| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-10-27 | Norges Bank | 5.13% | −0.21pt | pure investment |
| 2026-09-10 | Norges Bank | 5.34% | +0.09pt | pure investment |
| 2026-08-20 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 5.55% | +0.39pt | — |
| 2026-08-12 | Norges Bank | 5.25% | −0.31pt | pure investment |
| 2026-08-06 | Nomura Securities Co.,Ltd. | 6.46% | +0.56pt | — |
| 2026-07-13 | Norges Bank | 5.56% | −0.09pt | pure investment |
| 2026-07-10 | Norges Bank | 5.65% | +0.18pt | pure investment |
| 2026-06-26 | Norges Bank | 5.47% | −0.02pt | pure investment |
| 2026-06-18 | BlackRock Japan Co., Ltd. | 8.03% | +1.01pt | pure investment |
| 2026-06-04 | Norges Bank | 5.49% | −0.18pt | pure investment |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 2 issues
- Book value
- ¥1.9bn
- Sold in the year
- ¥4m 1 issues
- Bought in the year
- — — issues
- Mutual, both reports
- 1
- Held by listed cos.
- 20
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| AEON Co.,Ltd. 8267 | ¥1,510m | +200.0% | both reports |
| Perfect Corp. | ¥368m | 0.0% | no |
| TNL Mediagene | — | sold all | no |
Held by: Mizuho Financial Group, Inc. 8411, Sompo Holdings, Inc. 8630, HAKUHODO DY HOLDINGS INCORPORATED 2433, Nippon Fine Chemical Co., Ltd. 4362, T.HASEGAWA CO.,LTD. 4958, Shin-Etsu Chemical Co., Ltd. 4063, ZERIA PHARMCEUTICAL CO., LTD. 4559, TAIYOKAGAKU CO.,LTD. 2902, CENTRAL SECURITY PATROLS CO.,LTD. 9740, Nippon Shikizai, Inc. 4920, TOKYO AUTOMATIC MACHINERY WORKS, LTD 6360, ZACROS Corporation 7917 and 9 more
Purposes, all holdings and mutual flags via /v1/companies/4911/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2025-12-31| Shareholder | Shares | Ratio |
|---|---|---|
| 日本マスタートラスト信託銀行株式会社(信託口)(注)1 | 68,321,000 | 17.10% |
| GOVERNMENT OF NORWAY | 21,741,000 | 5.44% |
| 株式会社日本カストディ銀行(信託口)(注)1 | 20,514,000 | 5.13% |
| STATE STREET BANK AND TRUST COMPANY 505001 | 9,643,000 | 2.41% |
| NORTHERN TRUST CO. (AVFC) RE NON TREATY CLIENTS ACCOUNT | 9,248,000 | 2.31% |
| STATE STREET BANK AND TRUST COMPANY 505301 | 8,915,000 | 2.23% |
| みずほ信託銀行株式会社 退職給付信託 みずほ銀行口 再信託受託者 株式会社日本カストディ銀行 | 7,000,000 | 1.75% |
| THE BANK OF NEW YORK 134104 | 6,381,000 | 1.59% |
| NORTHERN TRUST CO. (AVFC) RE IEDU UCITS CLIENTS NON LENDING 15 PCT TREATY ACCOUNT | 5,988,000 | 1.49% |
| JP MORGAN CHASE BANK 385781 | 5,923,000 | 1.48% |
U.S. funds holding 4911
SEC Form N-PORT, reports to 2026-07-31194 U.S. funds held 51,166,144 shares worth $924.7m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 5,881,040 | $116.2m | 0.018% | 2026-07-31 |
| EUPAC Fund EUPAC Fund | 4,561,600 | $73.8m | 0.052% | 2026-06-30 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 3,892,902 | $62.8m | 0.020% | 2026-06-30 |
| iShares Core MSCI EAFE ETF iShares Trust | 2,934,400 | $58.0m | 0.030% | 2026-07-31 |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 2,996,500 | $48.4m | 0.033% | 2026-06-30 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/4911
GET /v1/companies/4911/financials
GET /v1/companies/4911/details
GET /v1/companies/4911/segments
GET /v1/companies/4911/voting
GET /v1/companies/4911/tender-offers
GET /v1/companies/4911/indicators
GET /v1/companies/4911/earnings-releases
GET /v1/events?ticker=4911
GET /v1/companies/4911/trades
GET /v1/companies/4911/cross-holdings
GET /v1/companies/4911/brief