Analysts lift fair value for Recruit Holdings stock to JPY 17,881.25

Published on 10/05/2026 at 09:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached JPY 1.05 trillion in fiscal first-quarter 2027, up 18.90 percent. Recruit Holdings stock costs EUR 93.88 on October 5, 2026 versus EUR 94.60.

Recruit, JP3970300004, Illustration mit AI erstellt.

Recruit Holdings (ISIN JP3970300004) was trading at EUR 93.88 at Lang & Schwarz on October 5, 2026 at 9:22 a.m. CEST, down 0.76 percent from the prior close of EUR 94.60. On October 1, 2026, Simply Wall St reported that the consensus fair value estimate rose from JPY 15,850.00 to JPY 17,881.25. The revision gives the valuation discussion a concrete reference while the share price remains below its 52-week high.

First-quarter profit accelerates

Recruit reported revenue of JPY 1.05 trillion for the fiscal first quarter ended June 30, 2026, and net income of JPY 202.62 billion. The finance statement also shows operating income of JPY 254.36 billion and earnings per share of JPY 145.48 for the same period.

According to Note on September 8, 2026, fiscal first-quarter revenue increased 18.90 percent year over year and net income attributable to owners of the parent increased 67.50 percent. Operating margin reached 24.40 percent, compared with 17.50 percent in the same period a year earlier.

HR technology leads the mix

The first-quarter figures point to HR Technology as the main operating lever. Revenue in that segment reached JPY 455.40 billion, up 33.20 percent year over year, while its EBITDA plus stock-based compensation margin was 47.40 percent.

The comparison matters because the three businesses have different economics. Staffing revenue reached JPY 455.20 billion with a 6.20 percent EBITDA plus stock-based compensation margin, while Marketing Matching Technology revenue was JPY 141.80 billion with a 36.00 percent margin.

Next results date is November 11

Recruit's investor-relations calendar schedules fiscal second-quarter 2026 financial results for November 11, 2026, at 3:30 p.m. JST, followed by the earnings call at 4:30 p.m. JST, according to Recruit Holdings. That date gives the market its next scheduled checkpoint after the strong first-quarter operating comparison.

Recruit Holdings was last quoted at JPY 16,635.00 on the Tokyo Stock Exchange at 3:30 p.m. JST on October 5, 2026. The company had a market capitalization of JPY 23.2 trillion and a 52-week range of JPY 6,040.00 to JPY 18,215.00 as of the same date. The further course of trading is shown by the continuously updated real-time quote of Recruit Holdings stock.