Source disclosure: February 17, 2026
RACCOON HOLDINGS,Inc. [3031.T]
TOKYO, Feb 17 (Pulse News Wire) -- Raccoon Holdings Inc. (3031.T), led by President and CEO Kozou Muneyasu, has provided detailed responses to questions raised by shareholders and investors regarding its recent announcements on dividend policy changes and progress in its partnership with Advantage Partners LLC. The company disclosed these updates on February 9, 2026.
The firm announced plans to introduce a progressive dividend structure committing to an annual dividend of ¥22 per share, alongside an earnings-linked additional dividend scheme. Under this new framework, dividends will be increased to 60% of profits exceeding ¥12 billion and 70% for profits surpassing ¥15 billion. Additionally, a special dividend of ¥5 per share is planned for the current fiscal year. In response to concerns that these measures might signal early reductions or elimination of shareholder perks introduced earlier this year, Chief Financial Officer Toshi Imada clarified that there have been no discussions about scaling back or discontinuing such benefits. Instead, the enhanced dividend policies aim to support shareholders more effectively as part of the company's broader strategy to realize its B-to-B network vision.
Regarding potential impacts on investment capabilities due to the strengthened dividend payouts, CFO Imada emphasized that Raccoon Holdings' business model relies on stable recurring revenue streams and boasts high operating margins, ensuring robust cash generation. Furthermore, the capital alliance with Advantage Partners has secured ample funding for future growth investments. These initiatives underscore the company’s commitment to balancing both strategic expansion and shareholder returns without compromising its ability to invest in growth opportunities.
In addressing inquiries related to the collaboration with Advantage Partners, President Muneyasu outlined several key priorities including advanced KPI management and promotional strategies aimed at accelerating customer base expansion across existing businesses. Specific goals include expanding overseas operations within the e-commerce sector and building organizational structures capable of attracting large enterprise clients in the financial services division. Additionally, the partnership aims to expedite the construction and expansion of Raccoon's B-to-B network through targeted mergers and acquisitions (M&A). To ensure effective execution, internal reforms such as restructuring meeting bodies to enhance decision-making speed and accuracy are also underway.
Looking ahead, Raccoon Holdings intends to unveil a revised mid-term business plan during its April 2026 earnings release, reflecting new strategies facilitated by the collaboration with Advantage Partners. While maintaining the original timeline covering fiscal years 2026-2028, the updated plan will incorporate direct improvements anticipated from Advantage Partners’ operational support systems. This includes enhancing marketing sophistication and strengthening sales organizations to boost organic growth rates. Leveraging Advantage Partners' sourcing expertise and post-M&A integration knowledge, the company seeks to execute strategically significant M&A deals previously out of reach, thereby advancing its B-to-B network towards profitability. By actively monetizing connections with over 500,000 small and medium-sized enterprises, Raccoon Holdings targets maximizing lifetime value (LTV) for each client, aiming for non-linear growth in EPS and market capitalization beyond what can be achieved solely through organic means.
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