Recruit Holdings stock heads toward November results as buybacks continue

Published on 10/05/2026 at 19:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Recruit stock was last at JPY 16,635 on October 5, 2026, down 0.30 percent. Analysts list an average target of JPY 17,881.25 across 16 ratings.

Recruit, JP3970300004, Illustration mit AI erstellt.

Recruit Holdings (ISIN JP3970300004) stock was last at JPY 16,635 on the Tokyo Stock Exchange on October 5, 2026 at 3:30 p.m. JST, down 0.30 percent from JPY 16,685. The next major checkpoint is the Q2 FY2026 results date of November 11, 2026, listed by Recruit Holdings.

Buyback reaches 16.4 million shares

Recruit reported on October 1 that it bought back 2,702,500 shares during September for JPY 43.193 billion. The company said cumulative repurchases reached 16,356,000 shares from April 1 through September 30, equal to 25.56 percent of the maximum share count under the program, according to Recruit Holdings.

The authorization covers up to 64,000,000 shares and JPY 350 billion through November 30, 2026, or until either limit is reached. That gives the capital-return program a defined time frame as the company approaches its next report.

Guidance rises after Q1 growth

Recruit's fiscal 2027 guidance now calls for revenue of JPY 4.23 trillion, up from JPY 4.03 trillion, while operating income is projected at JPY 945.0 billion versus JPY 787.0 billion previously. Simply Wall St reports that the revised outlook followed fiscal 2026 first-quarter results and the HR Technology outlook.

The same guidance sets profit attributable to owners of the parent at JPY 755.0 billion, compared with JPY 623.0 billion previously, and basic earnings per share at JPY 543.00 versus JPY 447.00. The comparison puts the November report under a clear test: Recruit must show that HR Technology can support both higher revenue and higher profitability.

Consensus target stays above price

Analyst consensus is Buy from 16 analysts, with an average target of JPY 17,881.25, a high target of JPY 21,500.00 and a low target of JPY 12,000.00, according to Meridian Screener. The average target lies 7.5 percent above the October 5 price, while the spread between the high and low targets is JPY 9,500.00.

Goldman Sachs separately reiterated Buy and raised its 12-month target to JPY 19,400 from JPY 14,900 on September 9, according to Finvaulta. Its cited risk is valuation sensitivity if Indeed's US monetization fails to sustain the assumptions behind the higher target.

Recruit stock remains below yearly high

Recruit stock was last at JPY 16,635 on October 5, 2026, with a 52-week range of JPY 6,040 to JPY 18,215 and market capitalization of JPY 23.2 trillion. The price is 8.7 percent below the 52-week high, leaving the November results as the next dated test for guidance and buyback execution.