Retail Trade · Fiscal year end 2月末日

YOSHINOYA HOLDINGS CO.,LTD.

9861

株式会社吉野家ホールディングス

FIGI BBG000BLF5J29861.T9861 JPCorp. no. 2011501016151

Latest half-year results

First half · fiscal year to 2027-02 · filed 2026-10-09

For the first half of the fiscal year to 2027-02: Revenue ¥121.5 billion (+10.0% YoY), Ordinary income ¥6.2 billion (+29.6% YoY), Net income ¥3.8 billion (+44.1% YoY).

	This period	Year on year
Revenue	¥121.5bn	+10.0%
Ordinary profit	¥6.2bn	+29.6%
Net profit to owners	¥3.8bn	+44.1%

From the securities report on EDINET, which states no forecast. History via /v1/companies/9861/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2026-02-28

Revenue: ¥225.7bn
Net income: ¥4.7bn
ROE: 7.1%
Equity ratio: 54.5%
Dividend / share: ¥22
Employees: 3,361

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-02-28	¥225.7bn	¥4.7bn	¥124.8bn	¥68.7bn	7.1%	¥72.08	¥14.7bn
2025-02-28	¥205.0bn	¥3.8bn	¥119.1bn	¥64.8bn	6.1%	¥58.78	¥13.3bn
2024-02-28	¥187.5bn	¥5.6bn	¥112.9bn	¥60.8bn	9.7%	¥86.63	¥20.1bn
2023-02-28	¥168.1bn	¥7.2bn	¥108.2bn	¥55.6bn	14.0%	¥111.86	¥7.2bn
2022-02-28	¥153.6bn	¥8.1bn	¥112.2bn	¥48.7bn	18.5%	¥125.54	¥23.4bn

Indicators

Computed by us from filings · fiscal year to 2026-02-28

Metric	Value	Percentile among listed companies
ROE, %	7.1	39.4
Ordinary margin	0.039	30.3
Equity ratio, %	54.5	48.3
Revenue growth	0.1009	69.6
Net income growth	0.2267	58.8
Operating cash flow / assets	0.1178	80.9

Policy-uncertainty measure0.57 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Trade & tariffs 1 Fiscal & tax 1 Politics & geopolitics 1

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 1 new 5% holder(s) in 180 days; net stake change −0.24pt in 90 days; 0.6% held by other listed companies.

Results wording balance: 0.00. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥17.2bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥86m, 0.6% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/9861/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Share buyback, report to —: ¥2.5bn acquired of a ¥2.5bn limit. /v1/companies/9861/buybacks

Internal control, 2026-05-22: see filing 上記の評価手続を実施した結果、2026年2月28日現在の当社グループの財務報告に係る内部統制は、有効であると判断しました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Yoshinoya, Hanamaru, Overseas, Other. /v1/companies/9861/segments

Latest voting result: 2026-05-26 · 取締役5名選任の件 · passed. /v1/companies/9861/voting

Ownership changes

All companies →

2026-09-25

Below 5%−0.24pt

Nomura Securities Co.,Ltd. cut holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 4.78% from 5.02%, below the 5% threshold.

S100Z3NYFiler profile Original filing (PDF, Japanese)
2026-07-07

New 5% stake

Nomura Securities Co.,Ltd. disclosed a 5.02% stake in YOSHINOYA HOLDINGS CO.,LTD. (9861), crossing the 5% reporting threshold.

S100YP5ZFiler profile Original filing (PDF, Japanese)
2026-04-06

Below 5%−0.65pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. cut holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 4.54% from 5.19%, below the 5% threshold.

S100XWCRFiler profile Original filing (PDF, Japanese)
2025-09-19

Decrease−0.04pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 5.19% from 5.23%.

S100WP7QFiler profile Original filing (PDF, Japanese)
2025-08-06

Decrease−0.02pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 5.23% from 5.25%.

S100WGA8Filer profile Original filing (PDF, Japanese)
2025-06-19

Decrease−0.05pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 5.25% from 5.30%.

S100VYE5Filer profile Original filing (PDF, Japanese)
2025-04-21

Increase+0.26pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. raised holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 5.30% from 5.04%.

S100VMS6Filer profile Original filing (PDF, Japanese)
2024-12-19

New 5% stake

Sumitomo Mitsui Trust Asset Management Co.,Ltd. disclosed a 5.04% stake in YOSHINOYA HOLDINGS CO.,LTD. (9861), crossing the 5% reporting threshold.

S100UYD0Filer profile Original filing (PDF, Japanese)
2023-12-21

Below 5%−0.41pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. cut holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 4.89% from 5.30%, below the 5% threshold.

S100SHKEFiler profile Original filing (PDF, Japanese)
2023-09-19

Below 5%−1.84pt

Mitsubishi UFJ Financial Group, Inc. cut holdings in YOSHINOYA HOLDINGS CO.,LTD. (9861) to 3.25% from 5.09%, below the 5% threshold.

S100RUNQFiler profile Original filing (PDF, Japanese)

5% filings

Large shareholding reports on 9861

Filed	Filer	Stake	Change	Stated purpose
2026-09-25	Nomura Securities Co.,Ltd.	4.78%	−0.24pt	—
2026-07-07	Nomura Securities Co.,Ltd.	5.02%	—	—
2026-04-06	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	4.54%	−0.65pt	—
2025-09-19	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.19%	−0.04pt	—
2025-08-06	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.23%	−0.02pt	—
2025-06-19	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.25%	−0.05pt	—
2025-04-21	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.30%	+0.26pt	—
2024-12-19	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.04%	—	—
2023-12-21	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	4.89%	−0.41pt	—
2023-09-19	Mitsubishi UFJ Financial Group, Inc.	3.25%	−1.84pt	pure investment

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 1 issues
Book value: ¥22m
Sold in the year: — — issues
Bought in the year: — 1 issues
Mutual, both reports: 0
Held by listed cos.: 19

Holds	Book value	Shares vs. prior year	Mutual
Yamatane Corporation 9305	¥22m	+100.0%	no

Held by: KIKKOMAN CORPORATION 2801, ASAHI GROUP HOLDINGS,LTD. 2502, SAPPORO BREWERIES LIMITED 2501, KITOKU SHINRYO CO., LTD. 2700, Kewpie Corporation 2809, DELICA FOODS HOLDINGS CO.,LTD. 3392, CHUBUSHIRYO CO., LTD. 2053, FP CORPORATION 7947, GALILEI HOLDINGS CO. LTD. 6420, HOSHIZAKI CORPORATION 6465, HOUSE FOODS GROUP INC. 2810, CENTRAL SECURITY PATROLS CO.,LTD. 9740 and 7 more

Purposes, all holdings and mutual flags via /v1/companies/9861/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-02-28

Shareholder	Shares	Ratio
日本マスタートラスト信託銀行㈱	6,733,100	10.40%
㈱日本カストディ銀行	1,257,300	1.94%
individual holder	829,400	1.28%
大和証券㈱	638,208	0.99%
大樹生命保険㈱	557,700	0.86%
BCSL CLIENT RE BBPLC NYBR	346,811	0.54%
individual holder	326,800	0.50%
iShares Core MSCI EAFE ETF	292,900	0.45%
BOFAS INC SEGREGATION ACCOUNT	279,418	0.43%
individual holder	278,000	0.43%

U.S. funds holding 9861

SEC Form N-PORT, reports to 2026-07-31

51 U.S. funds held 4,599,592 shares worth $105.7m.

Fund	Shares	Value	% of fund	As of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	904,820	$21.8m	0.003%	2026-07-31
iShares Core MSCI EAFE ETF iShares Trust	577,200	$13.9m	0.007%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	612,851	$11.8m	0.004%	2026-06-30
THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO	321,500	$7.8m	0.194%	2026-07-31
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	249,120	$6.0m	0.044%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/9861
GET /v1/companies/9861/financials
GET /v1/companies/9861/details
GET /v1/companies/9861/segments
GET /v1/companies/9861/voting
GET /v1/companies/9861/tender-offers
GET /v1/companies/9861/indicators
GET /v1/companies/9861/earnings-releases
GET /v1/events?ticker=9861
GET /v1/companies/9861/trades         
GET /v1/companies/9861/cross-holdings 
GET /v1/companies/9861/brief

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