Sanrio Stock Today (8136.T): Tokyo Shares Jump Over 3% as Buyback Momentum Builds

Sanrio Co. Ltd., the company behind Hello Kitty and a vast stable of kawaii characters, saw its shares climb again on the Tokyo Stock Exchange today. As of the 27 November 2025 close, Sanrio stock (TSE: 8136) finished around ¥5,577, up about ¥170 (+3.1%) from yesterday’s close of ¥5,407, with trading volume just over 5.0 million shares. ^[1]

The move extends a rebound that began after the company announced a sizeable share buyback and reported strong second‑quarter earnings earlier this month – two catalysts that are still shaping investor sentiment as of today.

Sanrio share price on 27 November 2025

According to Tokyo market data, Sanrio closed today at approximately ¥5,577, logging: ^[2]

Open: ¥5,440
High: ¥5,641
Low: ¥5,416
Close: ¥5,577
Daily change: +¥170 (+3.14%)
Volume: ~5.07 million shares

Over the past few sessions, the stock has been volatile but tilted upward:

25 Nov: ¥5,296 (‑4.1%)
26 Nov: ¥5,407 (+2.1%)
27 Nov: ¥5,577 (+3.1%) ^[3]

From a longer‑term perspective, Sanrio is now roughly 29–30% above its 52‑week low of ¥4,302 and still about 36% below its 52‑week high of ¥8,685, based on external price data. ^[4]

The Financial Times currently shows: ^[5]

Price: ~¥5,559 (data delayed; close is slightly higher)
1‑year price change: about +25.9%
Market cap: around ¥1.41 trillion
Trailing P/E: ~25–26x
Dividend yield: roughly 1.2% (annual dividend ~¥64 per share)

Put simply, after a sharp pullback from its August peak, Sanrio is trading in the middle of its 12‑month range, still well off its highs but comfortably above last year’s lows.

What is driving Sanrio stock right now?

1. ¥15 billion share repurchase program

The single biggest recent catalyst remains Sanrio’s share buyback announcement on 20 November 2025.

According to the company’s official disclosure and subsequent reporting by Reuters and MarketScreener, Sanrio’s board approved a plan to: ^[6]

Repurchase up to 3.3 million shares
Equivalent to about 1.34–1.35% of issued shares (excluding treasury stock)
With a total purchase amount capped at ¥15 billion
Over a period from 21 November 2025 to 10 February 2026
Via market purchases on the Tokyo Stock Exchange

Management framed the move as a way to improve capital efficiency, noting that earnings are tracking ahead of the mid‑term plan and that conversion of past convertible bonds has strengthened the balance sheet, giving room to return capital to shareholders. ^[7]

The market’s initial reaction was strong: Japanese financial outlet Kabutan reported that Sanrio shares jumped about 4.9% to around ¥5,497 intraday on 21 November as investors cheered the buyback, after several down days leading into the announcement. ^[8]

Today’s 3%+ gain extends that buyback‑driven recovery and suggests that investors still see the repurchase program as a meaningful support for the stock, especially at prices well below the summer peak.

2. Q2 FY2025 results: big earnings beat and upgraded guidance

Behind the buyback is a very robust set of interim results.

On 5 November 2025, Sanrio released financial results for the second quarter of the fiscal year ending March 2026. Based on the company’s English results materials and Japanese coverage: ^[9]

Net sales: approx. ¥87.7 billion, up 39.6% year‑on‑year
Operating profit: approx. ¥39.2 billion, up around 66% year‑on‑year
Management highlighted:
- Strong performance of Sanrio characters worldwide, led by Hello Kitty
- Growth in stores and theme parks
- Significant licensing revenue contributions from North America and China

Sanrio also raised its full‑year outlook, noting that first‑half performance exceeded plans and that global character demand remains strong. In its results documentation, the company indicated: ^[10]

Expected full‑year profit attributable to owners of parent of roughly ¥49.4 billion
An increase in the interim dividend to ¥31 per share (up from a previous forecast of ¥30)
A planned year‑end dividend also lifted to ¥31, bringing the total annual dividend to ¥62 per share (vs prior guidance of ¥60)

That upward revision to both earnings and dividends provides fundamental backing for the share price—even as investors weigh how sustainable this growth will be once the current character boom normalises.

3. Analyst opinions: mixed signals, but targets still above today’s price

Analyst commentary around Sanrio remains somewhat divided:

A mid‑tier Japanese broker recently kept its rating at “Neutral” but cut its target price to ¥5,500, closer to where the stock trades now. ^[11]
By contrast, other houses have remained more constructive: China International Capital Corporation (CICC) launched coverage at “Outperform” with a target around ¥8,060, while Jefferies has a Buy rating with a price target of ¥9,300, according to MarketScreener’s compilation of broker actions earlier in November. ^[12]

A recent Simply Wall St article on 22 November 2025 estimated Sanrio’s P/E at about 27x, compared with a Japanese specialty retail industry average around 13–17x, but concluded that this premium multiple is “about right” given its growth profile. Their discounted cash flow (DCF) model pegs fair value near ¥5,699, only a few percent above recent prices. ^[13]

In short:

Some local analysts see limited near‑term upside after the rally.
Others still view Sanrio as a premium growth story with room to climb if earnings momentum continues.

Today’s close slightly above the ¥5,500 neutral target but still far below the more bullish ¥8,000–9,000 targets reflects that split view.

Brand and licensing news around 27 November 2025

Even when there’s no new price‑sensitive IR release on a given day, Sanrio’s value is heavily tied to the breadth and freshness of its character licensing ecosystem. Late November has been active on that front.

Casio x Sanrio label printer (27 November 2025)

The most directly “today”‑dated news item is a Casio press release issued this morning in Japan. On 27 November 2025 at 10:07 JST, Casio announced a new “NAME LAND i-ma” label printer model co‑branded with Sanrio, along with compatible Sanrio‑themed label tapes. ^[14]

Key points:

Pink‑bodied label printer model KL‑SP10‑SA2 featuring original Sanrio artwork in a “ballet core” concept.
Six Sanrio characters – Hello Kitty, Cinnamoroll, My Melody, Kuromi, Pompompurin and Pochacco – appear across the label printer and tapes.
Launch date is 4 December 2025 in Japan.

This is a typical example of Sanrio’s licensing machine at work: Casio gets a kawaii boost to a household device, while Sanrio collects licensing revenue and keeps its characters visible in everyday life.

7‑Eleven “Unbox Your Perfume” blind‑box collection (26 November 2025)

Yesterday, a Media OutReach / Laotian Times release highlighted a 7‑Eleven Hong Kong collaboration called “Unbox Your Perfume”, featuring nine 3D Sanrio character perfume bottles paired with scents developed by local fragrance brand BeCandle. ^[15]

The campaign:

Uses a double blind box mechanic (one box with the bottle, one with the perfume).
Includes fan favourites like Hello Kitty, Cinnamoroll, My Melody, Kuromi, Kerokerokeroppi, Hangyodon and Little Twin Stars.
Is positioned as a limited‑edition, festive promotion for the holiday season.

Again, the financial impact of a single collaboration is small in absolute yen terms, but repeated high‑visibility campaigns like this support Sanrio’s brand relevance and royalty streams in key Asian markets.

Streetwear & lifestyle collaborations: ASSC and more

Earlier in the month, Hypebeast reported that Anti Social Social Club (ASSC) and Sanrio reunited for a Hello Kitty and Friends holiday capsule, dropping on 17 November 2025. The collection spans coach jackets, hoodies, tees, sweats and caps, featuring Hello Kitty, My Melody, Kuromi, Pochacco, Cinnamoroll and new character Cogimyum. ^[16]

Other November news and product drops include:

New Sanrio original goods scheduled for release on 27–28 November in Sanrio’s own stores in Japan, including charms, mascots and themed décor items, according to the company’s Japanese goods site. ^[17]
A hobby‑focused article on new “Shaky! Sanrio Characters Merry‑Go‑Round” blind box figures, featuring Hello Kitty and other favourites, from Japanese hobby media Dengeki Hobby. ^[18]

For equity investors, the takeaway is not any one SKU, but the constant flow of collaborations and character‑driven products in Asia and globally. Those activities tie directly into the strong licensing and theme‑park revenues highlighted in Sanrio’s Q2 results.

Valuation snapshot: still priced for growth

Bringing together the latest market data and third‑party analysis, Sanrio’s current valuation picture looks roughly like this: ^[19]

Share price: ~¥5,577 (Tokyo close on 27 Nov 2025)
Market capitalisation: approx. ¥1.4 trillion
Trailing P/E: around 25–27x
Dividend yield (forward): about 1.2%, assuming a total annual dividend of ¥62–64 per share
52‑week range: ¥4,302 – ¥8,685
1‑year total return: mid‑teens percentage, with three‑year returns well above 200% according to Simply Wall St’s long‑term analysis. ^[20]

Simply Wall St’s latest piece suggests that at a price of roughly ¥5,522 at the time of their writing, Sanrio was trading at: ^[21]

A P/E premium to sector peers (27x vs ~13.6x industry average)
A level very close to their estimated fair P/E (27.3x)
Around 3% below their DCF‑based fair value estimate (~¥5,699)

Given today’s somewhat higher close, that implies the stock is hovering near “fair value” on their models, with only modest implied upside unless earnings continue to beat expectations or the market is willing to pay an even higher multiple for the brand.

Key risks and what to watch next

For anyone following Sanrio stock around today’s action, a few forward‑looking points matter more than a single day’s +3% move:

Execution of the buyback
- Investors will be watching how aggressively Sanrio actually repurchases shares between now and 10 February 2026, and at what average price. A cautious pace would blunt the support to EPS, while an opportunistic, market‑sensitive approach could meaningfully enhance per‑share metrics. ^[22]
Sustainability of character demand
- Q2 results benefited from a strong wave of Sanrio character popularity across stores, parks and licensing partners. If that momentum slows – for example, due to shifts in consumer tastes or competition from other character IPs in China and elsewhere – earnings could normalise faster than the market currently expects. ^[23]
Macro and FX exposure
- Sanrio generates a substantial portion of licensing revenue overseas. A global consumer slowdown or big FX moves (especially USD/JPY and CNY/JPY) could impact reported earnings and royalty flows.
Valuation risk
- With P/E still well above sector averages, Sanrio remains a “quality at a price” story. If growth disappoints or buyback execution underwhelms, the multiple could compress, even if earnings remain solid.
Next catalysts
- The next big fundamental checkpoint will be third‑quarter results in early 2026 (exact date to be confirmed via Sanrio’s IR calendar), along with periodic updates on buyback progress and any new major licensing or M&A moves under its long‑term strategy. ^[24]

Bottom line for Sanrio stock on 27 November 2025

As of today’s close, Sanrio’s share price:

Is rebounding strongly from its recent lows, up over 3% on the day and more than 5% in the last two trading sessions. ^[25]
Reflects ongoing enthusiasm for a ¥15 billion share buyback, a large earnings beat, and higher dividends. ^[26]
Remains well below its 2025 high, leaving room for upside if growth and capital returns stay on track – but trades at a valuation that already assumes Sanrio can keep delivering above‑peer performance. ^[27]