Vertex Corporation
5290株式会社ベルテクスコーポレーション
Latest half-year results
First half · fiscal year to 2026-03 · filed 2025-11-14For the first half of the fiscal year to 2026-03: Revenue ¥17.7 billion (-2.0% YoY), Ordinary income ¥2.4 billion (-4.4% YoY), Net income ¥1.4 billion (-0.7% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥17.7bn | -2.0% |
| Ordinary profit | ¥2.4bn | -4.4% |
| Net profit to owners | ¥1.4bn | -0.7% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/5290/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2026-03-31- Revenue
- ¥46.5bn
- Net income
- ¥10.3bn
- ROE
- 25.7%
- Equity ratio
- 66.8%
- Dividend / share
- ¥35
- Employees
- 1,167
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | ¥46.5bn | ¥10.3bn | ¥66.0bn | ¥44.4bn | 25.7% | ¥207.95 | ¥5.4bn |
| 2025-03-31 | ¥38.9bn | ¥4.8bn | ¥51.9bn | ¥36.5bn | 13.8% | ¥95.3 | ¥6.4bn |
| 2024-03-31 | ¥36.8bn | ¥3.7bn | ¥52.0bn | ¥33.9bn | 11.5% | ¥71.93 | ¥5.6bn |
| 2023-03-31 | ¥39.1bn | ¥3.7bn | ¥49.8bn | ¥31.6bn | 12.4% | ¥70.43 | ¥3.9bn |
| 2022-03-31 | ¥37.5bn | ¥4.2bn | ¥47.4bn | ¥29.2bn | 15.4% | ¥80.48 | ¥5.0bn |
Indicators
Computed by us from filings · fiscal year to 2026-03-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 25.7 | 93.1 |
| Ordinary margin | 0.1528 | 83.3 |
| Equity ratio, % | 66.8 | 69 |
| Revenue growth | 0.1953 | 86.3 |
| Net income growth | 1.1373 | 86.2 |
| Operating cash flow / assets | 0.081 | 61.6 |
Results wording balance: +0.43. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥5.2bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥26m, 0.5% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/5290/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/5290/buybacksSegments, votes and tender offers
Stated in EDINET filings/v1/companies/5290/segments/v1/companies/5290/votingOwnership changes
All companies →- 2026-10-30
VARECS Partners Limited changed its stated purpose for holding Vertex Corporation (5290): may_make_proposals, pure_investment -> pure_investment.
- 2026-10-30
VARECS Partners Limited reduced holdings in Vertex Corporation (5290) to 10.87% from 12.22%.
- 2025-09-29
VARECS Partners Limited reduced holdings in Vertex Corporation (5290) to 12.22% from 13.43%.
- 2025-07-25
VARECS Partners Limited reduced holdings in Vertex Corporation (5290) to 13.43% from 14.46%.
- 2024-05-24
VARECS Partners Limited raised holdings in Vertex Corporation (5290) to 14.46% from 13.42%.
- 2024-01-11
United Managers Japan Inc. cut holdings in Vertex Corporation (5290) to 0.00% from 6.09%, below the 5% threshold.
- 2024-01-11
VARECS Partners Limited raised holdings in Vertex Corporation (5290) to 13.42% from 6.37%.
- 2024-01-11
Holdings of VARECS Partners Limited in Vertex Corporation (5290) moved above 10% (6.37% -> 13.42%).
- 2023-08-23
United Managers Japan Inc. raised holdings in Vertex Corporation (5290) to 6.09% from 5.09%.
- 2023-06-20
VARECS Partners Limited raised holdings in Vertex Corporation (5290) to 6.37% from 5.02%.
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| 株式会社ヴァレックス・パートナーズ | 2022-09-26 – 2026-10-23 | -1,046,600 | −1.57pt | ¥1,440.04 | ¥1,207–3,117 |
| ユナイテッド・マネージャーズ・ジャパン株式会社 | 2022-08-29 – 2023-12-29 | +111,200 | +0.30pt | — | — |
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/5290/trades.
5% filings
Large shareholding reports on 5290| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-10-30 | VARECS Partners Limited | 10.87% | −1.35pt | pure investment |
| 2025-09-29 | VARECS Partners Limited | 12.22% | −1.21pt | may make proposals pure investment |
| 2025-07-25 | VARECS Partners Limited | 13.43% | −1.03pt | may make proposals pure investment |
| 2024-05-24 | VARECS Partners Limited | 14.46% | +1.04pt | may make proposals pure investment |
| 2024-01-11 | United Managers Japan Inc. | 0.00% | −6.09pt | — |
| 2024-01-11 | VARECS Partners Limited | 13.42% | +7.05pt | may make proposals pure investment |
| 2023-08-23 | United Managers Japan Inc. | 6.09% | +1.00pt | may make proposals pure investment |
| 2023-06-20 | VARECS Partners Limited | 6.37% | +1.35pt | may make proposals pure investment |
| 2022-11-21 | United Managers Japan Inc. | 5.09% | +0.08pt | may make proposals pure investment |
| 2022-11-10 | VARECS Partners Limited | 5.02% | — | may make proposals pure investment |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 1 issues
- Book value
- ¥167m
- Sold in the year
- — — issues
- Bought in the year
- ¥200.4bn 1 issues
- Mutual, both reports
- 5
- Held by listed cos.
- 7
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| Resona Holdings, Inc. 8308 | ¥449m | 0.0% | both reports |
| nishikawa keisoku co.,ltd. 7500 | ¥167m | — | both reports |
| TAIHEIYO CEMENT CORPORATION 5233 | ¥158m | 0.0% | both reports |
| Hokuhoku Financial Group, Inc. 8377 | ¥104m | 0.0% | both reports |
| THE SHIGA BANK,LTD. 8366 | ¥15m | 0.0% | stated |
| NIPPON CONCRETE INDUSTRIES CO.,LTD. 5269 | ¥6m | 0.0% | both reports |
Held by: TAIHEIYO CEMENT CORPORATION 5233, Resona Holdings, Inc. 8308, The Fukui Bank, Ltd. 8362, NIPPON CONCRETE INDUSTRIES CO.,LTD. 5269, Hokuhoku Financial Group, Inc. 8377, nishikawa keisoku co.,ltd. 7500, mitanisekisanco.,ltd 5273
Purposes, all holdings and mutual flags via /v1/companies/5290/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2026-03-31| Shareholder | Shares | Ratio |
|---|---|---|
| 太平洋セメント株式会社 | 4,875,000 | 9.74% |
| GOLDMAN SACHS & CO. REG | 2,961,000 | 5.91% |
| individual holder | 2,483,000 | 4.96% |
| 一般財団法人ベルテクスグリーン財団 | 2,400,000 | 4.79% |
| 株式会社日本カストディ銀行（信託口） | 1,953,000 | 3.90% |
| 株式会社岩崎清七商店 | 1,493,000 | 2.98% |
| 株式会社りそな銀行 | 1,393,000 | 2.78% |
| NORTHERN TRUST CO.(AVFC) RE NON TREATY CLIENTS ACCOUNT | 1,387,000 | 2.77% |
| individual holder | 1,178,000 | 2.35% |
| individual holder | 1,044,000 | 2.08% |
U.S. funds holding 5290
SEC Form N-PORT, reports to 2026-07-3123 U.S. funds held 856,610 shares worth $7.2m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 252,588 | $2.1m | 0.052% | 2026-07-31 |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 213,360 | $1.8m | 0.004% | 2026-07-31 |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 69,000 | $0.7m | 0.000% | 2026-05-31 |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 56,707 | $0.5m | 0.002% | 2026-07-31 |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 42,960 | $0.4m | 0.008% | 2026-07-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/5290
GET /v1/companies/5290/financials
GET /v1/companies/5290/details
GET /v1/companies/5290/segments
GET /v1/companies/5290/voting
GET /v1/companies/5290/tender-offers
GET /v1/companies/5290/indicators
GET /v1/companies/5290/earnings-releases
GET /v1/events?ticker=5290
GET /v1/companies/5290/trades
GET /v1/companies/5290/cross-holdings
GET /v1/companies/5290/brief