Oriental Land Co., Ltd.

Oriental Land will offer a special shareholder benefit limited to September 2026 to mark the 30th anniversary of its listing. While the regular shareholder benefit requires holding at least 500 shares, this special perk applies to all shareholders holding 100 shares or more regardless of how long they have held them, and grants one shareholder passport usable at Tokyo Disneyland or Tokyo DisneySea. The last date with rights is September 28, 2026, and shareholders who carry their holdings through to the next business day, September 29, become eligible. The passports will be mailed in December 2026, and their validity runs only through the end of August 2027, shorter than usual. The share price has rebounded since around June 2026, closing at 3,068 yen on September 17, up 5.8 percent year to date, and up 45.9 percent from its year-to-date low of 2,103 yen. In the first quarter of the current fiscal year, revenue rose 10.4 percent and operating profit rose 23.1 percent, the highest for that quarter on record, helped by strong performance from the Tokyo DisneySea 25th anniversary event.

Oriental Land shares surged 8.46% to 3,167 yen on July 31, hitting a year-to-date high during the trading session. The jump came after the company reported record quarterly results the previous day for the first quarter of the fiscal year ending March 2027, with revenue of 180.7 billion yen and operating profit of 47.7 billion yen, both beating market expectations. The revenue growth was driven by higher per-guest spending, boosted by the Tokyo DisneySea 25th anniversary event, with merchandise sales in particular jumping 21.0% year on year. The full-year earnings forecast was left unchanged due to weather uncertainty, but further measures to lift per-guest spending are planned from autumn onward, including a ticket price revision.

The Nikkei 225 surged, closing up 4.03% from the previous trading day at 64,362.02. Strong earnings from AI and semiconductor stocks, along with gains in major shares, lifted the index, which at one point rose 5.65% to 65,364.73. The Bank of Japan decided to keep its policy rate unchanged at its monetary policy meeting, passing without surprise as expected by the market. Among individual stocks, Tokyo Electron and Oriental Land jumped sharply, Panasonic Holdings ended at a bid price near its daily limit up, and Advantest and SoftBank Group also posted significant gains. The TOPIX rose 1.29% to 4,003.30 points, and trading value on the Prime Market was 10.106984 trillion yen.

The Nikkei Stock Average extended its losses in the morning session on the Tokyo Stock Exchange, falling 564.37 points from the previous close to 66,678.36. Overnight declines in US equities and a pullback in AI and semiconductor stocks weighed on sentiment, leading to early selling. Rising crude oil prices amid escalating tensions in the Middle East also added pressure. On the other hand, buying emerged in stocks such as Bookoff Group Holdings and Sansan, which reported strong earnings, as well as Oriental Land, which drew attention on price hike expectations, preventing a broader market rout. The TOPIX ended the morning session down 0.12% at 4,002.62, with trading value on the Tokyo Stock Exchange Prime Market reaching 5.377413 trillion yen.