Mitsui & Co. (TSE: 8031): First ¥1 Trillion Profit — And the Stock Is Down 10% From Its Peak

Record earnings. A 9% Berkshire stake. 9x forward earnings. The LNG and iron ore thesis — and the two risks that could break it. Mitsui & Co. did something in FY2025 that analysts had been modeling for three consecutive years: net profit cleared ¥1 trillion ($7 billion) for the first time in the company's 120-year history. Warren Buffett owns approximately 9% of the company. The dividend is growing. The share buyback program is running at ¥200 billion per year. The Nikkei is down 15% from it