7832
Bandai Namco Holdings Inc.
株式会社バンダイナムコホールディングス
Other Products
BANDAI NAMCO Holdings Inc. develops entertainment-related products and services worldwide. It operates in four segments: Digital Business, Toys and Hobby Business, IP Production Business, and Amusement Business. The company offers toys, capsule toys, cards, confectionery and foods, apparel, sundries, plastic models, prizes, stationery, and other products. It also provides planning, development, manufacturing, and sales of plastic models, toys for the mature fan base, character lottery products, and special amusement prizes; planning, development, production, and sales of character, fancy, schoolchildren's, creative, premium stationery, and other sundries; planning, development, and manufacturing of pachinko and pachislot machines, electronic-related equipment; and planning, design, and website production, event planning, and administration. In addition, the company offers procurement of character lottery products for convenience stores; planning, distribution, and sales of entertainment content, such as network content and home video games, PC content; and development, manufacturing, and sales of visual substrates; planning and operation of other new businesses. Further, it provides the planning and production of TV animation programs; copyrights and rights business; production and agency operations in sports entertainment; planning, production, and sales of indoor; and procurement, sales, importing, and exporting of toys. Additionally, the company involved in the distribution, customs brokerage, product inspection, product manufacturing support, truck freight, industrial waste collection and transportation, logistics management, warehouse operations, and vehicle maintenance activities. The company was formerly known as NAMCO BANDAI Holdings, Inc. and changed its name to BANDAI NAMCO Holdings Inc. in June 2014. The company was incorporated in 2005 and is headquartered in Tokyo, Japan.
Price
¥3,641
Market Cap
¥2.4T
Ent. Value
—
Net Cash
est
—
Shares Out.
646.7M
P / E
18.4×
EV / EBIT
—
P / Book
2.97×
P / NCAV
5.95×
Div. Yield
1.95%
Financials
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Net Sales | ¥1,241.5B | ¥1,050.2B | ¥990.1B | ¥889.3B |
| Cost of Sales | ¥746.3B | ¥679.3B | ¥621.4B | ¥533.0B |
| Gross Profit | ¥495.2B | ¥371.0B | ¥368.7B | ¥356.3B |
| SG&A | ¥315.0B | ¥280.3B | ¥252.2B | ¥230.8B |
| Operating Income | ¥180.2B | ¥90.7B | ¥116.5B | ¥125.5B |
| Non-Operating Income | ¥8.6B | ¥14.5B | ¥12.1B | ¥9.3B |
| Dividend Income | ¥1.3B | ¥1.6B | ¥1.5B | ¥1.2B |
| Interest Income | ¥3.4B | ¥2.7B | ¥1.2B | ¥217M |
| Non-Operating Expenses | ¥2.3B | ¥1.0B | ¥561M | ¥1.2B |
| Interest Expense | ¥391M | ¥310M | ¥332M | ¥377M |
| Ordinary Income | ¥186.5B | ¥104.2B | ¥128.0B | ¥133.6B |
| Pre-tax Income | ¥184.1B | ¥146.6B | ¥126.2B | ¥130.9B |
| Income Taxes | ¥54.8B | ¥45.1B | ¥35.9B | ¥38.3B |
| Current Tax | ¥55.0B | ¥46.7B | ¥42.7B | ¥38.2B |
| Deferred Tax | ¥-196M | ¥-1.6B | ¥-6.8B | ¥-6.7B |
| Net Income (owners) | ¥129.3B | ¥101.5B | ¥90.3B | ¥92.8B |
| Minority Interest | ¥56M | ¥21M | ¥0M | ¥-165M |
| Comprehensive Income | ¥168.1B | ¥110.5B | ¥116.1B | ¥96.3B |
| EBITDA | ¥223.1B | ¥131.7B | ¥147.6B | ¥153.4B |
| Goodwill Amort. (J-GAAP) | ¥2.6B | ¥2.7B | ¥2.4B | ¥2.2B |
| EPS | ¥197.88 | ¥153.85 | ¥136.88 | ¥422.09 |
| Shares Outstanding | 646.7M | 653.7M | 219.9M | 219.8M |
| Shares Issued (total) | 660.0M | 666.0M | 222.0M | 222.0M |
| Treasury Shares | 13.3M | 12.3M | 2.1M | 2.2M |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | ¥1,102.6B | ¥971.8B | ¥926.4B | ¥862.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ¥704.9B | ¥642.6B | ¥592.6B | ¥577.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Deposits | ¥388.5B | ¥321.9B | ¥280.2B | ¥279.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Trade Receivables | ¥124.0B | ¥118.2B | ¥99.0B | ¥122.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ¥397.7B | ¥329.2B | ¥333.7B | ¥285.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PP&E | ¥139.1B | ¥118.6B | ¥107.5B | ¥92.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Goodwill | ¥10.4B | ¥11.6B | ¥14.6B | ¥14.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangible Assets | ¥31.2B | ¥32.2B | ¥36.2B | ¥34.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Investment Securities | ¥173.3B | ¥116.1B | ¥140.7B | ¥113.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Assets | ¥19.7B | ¥34.0B | ¥27.6B | ¥25.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | ¥309.4B | ¥272.0B | ¥274.2B | ¥278.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ¥278.6B | ¥244.1B | ¥247.3B | ¥243.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Accounts Payable | ¥98.1B | ¥99.3B | ¥99.2B | ¥99.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ST Debt | — | — | ¥10.8B | ¥10.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Taxes Payable | ¥40.7B | ¥23.2B | ¥26.0B | ¥22.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ¥30.8B | ¥27.9B | ¥26.9B | ¥35.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total LT Borrowings | — | — | — | ¥10.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Pension Obligations | ¥6.0B | ¥4.9B | ¥3.7B | ¥5.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Equity | ¥793.2B | ¥699.8B | ¥652.1B | ¥584.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Stock | ¥10.0B | ¥10.0B | ¥10.0B | ¥10.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Surplus | ¥43.5B | ¥53.3B | ¥52.9B | ¥52.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | ¥668.8B | ¥579.4B | ¥523.9B | ¥482.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Stock | ¥-44.2B | ¥-19.3B | ¥-2.1B | ¥-2.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| AOCI | ¥114.8B | ¥76.1B | ¥67.1B | ¥41.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Equity (owners) | ¥678.1B | ¥623.4B | ¥584.7B | ¥542.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interests | ¥362M | ¥306M | ¥282M | ¥237M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Interest-Bearing Debt ⓘ | — | — | ¥10.8B | ¥21.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Cash ⓘ | ¥388.5B | ¥321.9B | ¥269.5B | ¥258.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV ⓘ | ¥395.5B | ¥370.6B | ¥318.4B | ¥298.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV/Share | ¥612 | ¥567 | ¥1,448 | ¥1,359 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BV/Share | ¥1,049 | ¥954 | ¥2,660 | ¥2,468 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Operating CF | ¥187.3B | ¥88.9B | ¥95.6B | ¥121.2B |
| Taxes Paid | ¥-38.0B | ¥-44.1B | — | — |
| Interest Paid | ¥-396M | ¥-321M | ¥-341M | ¥-377M |
| Interest Received | ¥4.6B | ¥4.3B | ¥2.6B | ¥1.4B |
| D&A | ¥40.2B | ¥38.4B | ¥28.7B | ¥25.7B |
| Goodwill Amort. | ¥2.6B | ¥2.7B | ¥2.4B | ¥2.2B |
| Investing CF | ¥-62.0B | ¥10.1B | ¥-40.9B | ¥-27.1B |
| CapEx | ¥33.6B | ¥24.7B | ¥25.4B | ¥19.2B |
| Purchase Investments | ¥-3.2B | ¥-716M | ¥-513M | ¥-1.6B |
| Proceeds from Invest. | ¥633M | ¥53.6B | ¥2M | ¥624M |
| Financing CF | ¥-77.3B | ¥-75.2B | ¥-59.5B | ¥-25.4B |
| Dividends Paid | ¥-39.9B | ¥-46.0B | ¥-47.3B | ¥-25.3B |
| Share Buybacks | ¥-35.0B | ¥-17.2B | ¥-4M | ¥-8M |
| LT Debt Repaid | ¥-124M | ¥-10.2B | ¥-10.4B | ¥-223M |
| Free Cash Flow | ¥153.8B | ¥64.2B | ¥70.2B | ¥102.0B |
| Net Change in Cash | ¥49.7B | ¥35.0B | ¥-1.6B | ¥74.0B |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| ROE | 17.3% | 15.0% | 14.6% | 16.9% |
| ROA | 12.5% | 10.7% | 10.1% | 10.8% |
| EPS | ¥197.88 | ¥153.85 | ¥136.88 | ¥422.09 |
| DPS | ¥71.00 | ¥60.00 | ¥206.00 | ¥212.00 |
| BPS | ¥1,225.02 | ¥1,069.29 | ¥987.58 | ¥2,654.81 |
| FCF/Share | ¥238 | ¥98 | ¥320 | ¥464 |
| NCAV/Share | ¥612 | ¥567 | ¥1,448 | ¥1,359 |
| Payout Ratio | 35.9% | 39.0% | 150.5% | 50.2% |
Event Timeline
S Shareholder
A Capital Signal
Large Shareholder Reports 6
Capital Allocation Signals 1
| Date | Type | Amount | Summary | |
|---|---|---|---|---|
|
2026-05-13
11:30
|
Div Increase | ¥32.1B ¥50.0/sh | Bandai Namco Holdings announced a final dividend of ¥50 per share for FY2026 (ended March 31, 2026), comprising ¥23 base… | |
|
Summary
Bandai Namco Holdings announced a final dividend of ¥50 per share for FY2026 (ended March 31, 2026), comprising ¥23 base dividend and ¥27 performance-linked dividend, with an ex-date of June 23, 2026. This represents a slight decrease from the prior year's ¥60 per share, but is consistent with revised shareholder return policy targeting 50%+ total payout ratio and DOE floor of 3.60%. The company also repurchased 6 million shares (¥24.76 billion) and cancelled 5 million shares, achieving 51.0% total return ratio including dividends and buybacks.
Deadline: 2026-06-23
Source (JP)
202 6 年3月期の期末配当金は、当社の株主還元に関する基本方針に基づき、ベース配当23円に業績連動配当27円を加え、1株当たり50円となります。
剰余金の配当に関するお知らせ
TDnet PDF
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| # | Shareholder | Shares (thou.) | % of Total |
|---|---|---|---|
| 1 |
Japan Master Trust Bank
日本マスタートラスト信託銀行株式会社(信託口)
|
129,384 | 19.98% |
| 2 |
Japan Custody Bank
株式会社日本カストディ銀行(信託口)
|
57,471 | 8.88% |
| 3 |
JP MORGAN CHASE BANK
JP MORGAN CHASE BANK 380815 (常任代理人 株式会社みずほ銀行決済営業部)
|
32,837 | 5.07% |
| 4 | 有限会社ジル | 18,000 | 2.78% |
| 5 | 中村 恭子 | 14,272 | 2.20% |
| 6 | 野村信託銀行株式会社(退職給付信託三菱UFJ銀行口) | 13,758 | 2.13% |
| 7 | 株式会社マル | 13,200 | 2.04% |
| 8 |
STATE STREET BANK WEST CLIENT - TREATY
STATE STREET BANK WEST CLIENT - TREATY 505234 (常任代理人 株式会社みずほ銀行決済営業部)
|
12,659 | 1.96% |
| 9 |
Nintendo Co., Ltd.
任天堂株式会社
|
11,537 | 1.78% |
| 10 | KOREA SECURITIES DEPOSITORY-SAMSUNG (常任代理人 シティバンク、エヌ・エイ東京支店) | 10,046 | 1.55% |
as of 2025-03-31
Source: EDINET ↗
Ownership by year — hover bars for detail
Domestic Nominees
28.9%
-0.4% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
7.0%
+0.2% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
12.5%
-0.5% vs 2024
Named entities with disclosed investment intent
Bar = % of shares outstanding · top-10 covers 48.4% · grey = other shareholders · 2025
| Shareholder | Trend | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Japan Master Trust Bank 日本マスタートラスト信託銀行 | 20.92% | 19.89% | 19.98% +0.09% | |
| Japan Custody Bank 日本カストディ銀行 | 9.66% | 9.41% | 8.88% -0.53% | |
| JP Morgan | 4.97% | 5.02% | 5.07% +0.05% | |
| 限会社ジル | 2.73% | 2.75% | 2.78% +0.03% | |
| 中村 恭子 | 2.55% | 2.50% | 2.20% -0.30% | |
| 野村信託銀行株式会社(退職給付信託三菱UFJ銀行口) | 2.08% | 2.10% | 2.13% +0.03% | |
| 式会社マル | 2.00% | 2.02% | 2.04% +0.02% | |
| State Street | 1.62% | 1.78% | 1.96% +0.18% | |
| Nintendo Co., Ltd. 任天堂 | 1.75% | 1.76% | 1.78% +0.02% | |
| KOREA SECURITIES DEPOSITORY-SAMSUNG NEW ENTRY | 1.52% | — | 1.55% NEW | |
| GIC PRIVATE LIMITED - C last seen 2024 | Exited Top 10 | — | 1.81% | — |
| Concentration (HHI) ⓘ | 586 | 541 | 534 |
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥145,824M
+25% since 2023
Holdings
34
+4 new
3 exited
Trend
9 building
vs 2023
| Held Company | FY2025 ¥145,824M total | FY2023 ¥116,361M total | |||
|---|---|---|---|---|---|
| Book Val ¥M | Shares | Book Val ¥M | Shares | ||
|
Sanrio Company, Ltd.
㈱サンリオ
|
76,257 |
+200.0%
↑
11,100,000
|
21,941 | 3,700,000 | M |
|
TOEI COMPANY,LTD.
東映㈱
|
26,198 |
+400.0%
↑
5,177,500
|
17,758 | 1,035,500 | M |
|
TOEI ANIMATION CO.,LTD.
東映アニメーション㈱
|
17,660 |
+25.6%
↑
5,697,000
|
59,709 | 4,537,200 | M |
|
KADOKAWA CORPORATION
㈱KADOKAWA
|
10,875 |
3,060,160
|
8,623 | 3,060,160 | M |
|
TOHO CO., LTD.
東宝㈱
|
4,856 |
+234.5%
↑
656,140
|
994 | 196,140 | M |
|
Shochiku Co;Ltd.
松竹㈱
|
1,888 |
153,400
|
1,753 | 153,400 | M |
|
Mitsui Fudosan Co., Ltd.
三井不動産㈱
|
1,596 |
+200.0%
↑
1,200,000
|
993 | 400,000 | M |
|
Sumitomo Realty & Development Co.,Ltd.
住友不動産㈱
|
1,454 |
260,000
|
775 | 260,000 | M |
|
Fujiya Co.,Ltd
㈱不二家
|
1,196 |
500,000
|
1,234 | 500,000 | |
|
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
|
952 |
473,596
|
401 | 473,596 | |
|
SEGA SAMMY HOLDINGS INC.
セガサミーホールディングス㈱
|
858 |
298,544
|
750 | 298,544 | |
|
Sumitomo Mitsui Financial Group, Inc.
㈱三井住友フィナンシャルグループ
|
621 |
+200.0%
↑
163,662
|
289 | 54,554 | |
|
KAGA ELECTRONICS CO.,LTD.
加賀電子㈱
|
491 |
+100.0%
↑
182,028
|
455 | 91,014 | M |
| YLAB Corporation | 250 |
NEW
New
472,455
|
— | ||
|
TOIN CORPORATION
トーイン㈱
|
123 |
182,500
|
94 | 182,500 | M |
|
�シォ�シャ�ス��スよェ蠑丈シ夂、セ
KLab㈱
|
94 |
670,000
|
260 | 670,000 | M |
|
People Co., Ltd.
ピープル㈱
|
81 |
NEW
New
150,000
|
— | ||
|
FUJI CO., LTD.
㈱フジ
|
80 |
36,900
|
63 | 36,900 | |
|
AEON Fantasy Co.,LTD.
㈱イオンファンタジー
|
64 |
25,000
|
70 | 25,000 | |
|
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
|
50 |
12,525
|
23 | 12,525 | |
|
IG Port,Inc.
㈱IGポート
|
39 |
+300.0%
↑
20,000
|
13 | 5,000 | |
|
Nippon BS Broadcasting Corporation
日本BS放送㈱
|
35 |
40,000
|
36 | 40,000 | |
|
Sumitomo Mitsui Trust Group, Inc.
三井住友トラストグループ㈱
|
24 |
NEW
New
6,570
|
— | ||
|
NexTone Inc.
㈱NexTone
|
21 |
18,000
|
55 | 18,000 | |
|
Daiwa Securities Group Inc.
㈱大和証券グループ本社
|
14 |
15,000
|
9 | 15,000 | M |
|
AEON Co.,Ltd.
イオン㈱
|
13 |
3,512
|
9 | 3,512 | |
|
FUJI MEDIA HOLDINGS, INC.
㈱フジ・メディア・ホールディングス
|
12 |
5,000
|
5 | 5,000 | |
|
Nomura Holdings Inc.
野村ホールディングス㈱
|
9 |
10,300
|
5 | 10,300 | |
|
Seven & i Holdings Co., Ltd.
㈱セブン&アイ・ホールディングス
|
7 |
+200.0%
↑
3,600
|
7 | 1,200 | |
|
TV TOKYO Holdings Corporation
㈱テレビ東京ホールディングス
|
3 |
1,000
|
2 | 1,000 | |
|
TV Asahi Holdings Corporation
㈱テレビ朝日ホールディングス
|
2 |
1,000
|
1 | 1,000 | |
|
KONAMI GROUP CORPORATION
コナミグループ㈱
|
1 |
NEW
New
100
|
— | ||
|
TOMY COMPANY,LTD.
㈱タカラトミー
|
— | — | |||
|
GEO HOLDINGS CORPORATION
㈱ゲオホールディングス
|
— | — | |||
|
BROCCOLI Co., Ltd.
㈱ブロッコリー
|
— |
−100%
Exit
—
|
16 | 16,000 | |
| 三井住友トラスト・ホールディングス㈱ | — |
−100%
Exit
—
|
14 | 3,285 | |
|
SD ENTERTAINMENT,Inc.
SDエンターテイメント㈱
|
— |
−100%
Exit
—
|
4 | 16,000 | |
| Portfolio total | 145,824 | 116,361 | |||
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding