KT&GKT&G
033780 · KOSPI · ₩033780 · KT&G
Analyst target price
Average target
₩265,000
Upside
+35.1%
Range ₩250,000 – ₩280,000 · 2 brokers (latest target within 6 months)
Buy 2
Consensus target vs price, 2 years
Earnings estimates
Brokers' earnings estimates and how they've been revised, with Pro.
Unlock with ProBroker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 21 | Yuanta Securities Korea | Shareholder Return Premium Added on Top of Earnings Growth | Buy | ₩280,000 | Raised | +42.7% | +1.1% | Read ↗ |
| Oct 8 | Kyobo Securities | Record-high earnings expected in the third quarter | Buy | ₩250,000 | Maintained | +27.4% | +10.6% | Read ↗ |
| Oct 8 | Kyobo Securities | Record-high earnings expected in the third quarter | Buy | ₩250,000 | Maintained | +27.4% | +10.6% | Read ↗ |
All 8 broker reports on KT&G, not just the latest 3, with Pro.
Unlock with ProCalculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 20 | Yuanta Securities Korea | — | Raised | — | Reported by Yonhap News Agency |
| Oct 20 | Yuanta Securities Korea | — | Raised | — | Reported by Edaily |
| Oct 20 | Yuanta Securities Korea | — | Raised | — | Reported by Etoday |
| Oct 14 | — | ₩250,000 | — | Reported by Maeil Business Newspaper |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
KT&G shares hit a 52-week high of ₩196.4B-equivalent level, with trailing profit margins near 21% and a stock up 43.7% over the year.
KT&G is a Korean tobacco and health-food company whose trailing twelve-month revenue to H1 2026 was ₩6.95T with operating income of ₩1.49T and net income of ₩1.44T. The stock closed at ₩193,100 on 2026-10-29, near its 52-week high of ₩196,400, and the data shows a P/E of 14 and a dividend yield of 3.1%. The data does not include analyst ratings or price targets, so the valuation view rests only on the company's own DCF model.
What stands out
- Trailing operating margin is 21.4% and net margin is 20.7%, but annual operating margin slipped from 25.6% in 2021 to 20.4% in 2025.
- Revenue grew 11.4% in 2025 after roughly flat growth in 2023 and 2024, and net income rose to ₩1.44T on a trailing basis from ₩1.09T in 2025.
- The in-house DCF gives a base value of ₩188,748, below the current price, with a bear case of ₩129,973 and a bull case of ₩286,310.
- Over the last 20 trading days, foreign investors were net sellers of about ₩94.9B and retail investors sold about ₩43.0B, while institutions bought about ₩37.9B; foreign ownership eased slightly to 50.9%.
- Filings in late summer and autumn 2026 included a share buyback decision, a share cancellation decision, a cash dividend decision and an investor relations event.
What to watch
- The new shareholder return policy and the scale of the buyback and cancellation, as referenced in press coverage after the Q3 results.
- Liabilities-to-equity of 54.6% against borrowings of ₩1.13T and cash of ₩1.08T, along with any change in free cash flow (₩452B trailing).
- Ongoing lawsuits filed or ruled in September 2026, whose details are not in the data provided.
Data as of Oct 29, 2026 · written 16h ago
This is not financial advice.
Also known as: KT&G / 033780 / KRX:033780
Source: KRX statistical information