ANA latest updates: dividend, drones, AirJapan shift, cargo plan

TL;DR:

ANA set a 60 yen per share annual dividend, payable 30 June 2026.
A report says ANA plans nationwide drone logistics by fiscal 2028.
AirJapan flights will end by March 2026, routes fold into mainline ANA.
ANA is reorganizing cargo units after the NCA deal progress in 2025.
India sale fares run to 15 January 2026, useful for travelers from Delhi and Mumbai.

All Nippon Airways and its parent, ANA Holdings, began 2026 with several moves that matter to travelers and investors.

On 5 January 2026, financial wires reported that ANA Holdings declared an annual dividend of 60 yen per share, with payment set for 30 June 2026, record date 31 March 2026, and ex date 30 March 2026, as noted by S&P Capital IQ via MarketScreener. This signals steady confidence after the rebound in travel demand that began in 2023 and 2024.

On 9 January 2026, MarketWatch, citing the Yomiuri Shimbun, reported that ANA plans to introduce a drone logistics service across Japan by fiscal 2028. The service aims to help move goods to smaller cities and rural areas, a long standing challenge in a country with aging populations outside major hubs.

These steps come as ANA continues to streamline brands and units. Trade outlets reported in late 2025 that the AirJapan brand will cease scheduled flights by the end of March 2026. The company will fold aircraft and routes into the mainline ANA network to simplify operations. On 23 December 2025, ANA also announced a strategic reorganization of its cargo businesses, building on regulatory progress around the acquisition of Nippon Cargo Airlines in 2025.

For travelers in India, ANA’s site lists a “Hello Blue Sale” with sample round trip fares from Delhi and Mumbai, with a sale end date of 15 January 2026. These sales often target shoulder season demand and can pair well with Japan’s winter and spring events.

When it happened

Dividend decision reported 5 January 2026.
Drone logistics plan reported 9 January 2026.
AirJapan consolidation announced in late 2025, with flights ending by 31 March 2026.
Cargo reorganization announced 23 December 2025.
India sale window runs until 15 January 2026.

Dates matter because they drive booking choices, portfolio plans, and route expectations.

Who is affected

Leisure travelers planning Japan trips in 2026. Route consolidation can change schedules and cabin products.
Business travelers on regional routes. The mainline network may see better connectivity than a small sub brand.
Rural shippers and health services in Japan. A drone network by fiscal 2028 could move small, time sensitive loads more reliably.
Investors in ANA Holdings. A 60 yen dividend and a clearer cargo strategy help frame cash flows.
India based flyers watching for lower fares to Tokyo and beyond.

Why ANA is making these moves

Two themes stand out.

First, network and brand simplicity. Running a small hybrid brand like AirJapan adds cost and complexity. Moving aircraft and crews into mainline ANA can raise utilization, cut duplication, and improve schedule depth on core routes.

Second, cargo and logistics strength. The purchase path for Nippon Cargo Airlines moved forward in 2025. Aligning group cargo units and exploring drones set ANA up for steady freight revenue, even when passenger demand dips.

What it means for you

For flyers

Expect some timetable changes around late March 2026 as AirJapan routes move into ANA. Watch your PNR for any aircraft or flight number updates.
If you want a deal out of India, check fares before the 15 January 2026 sale end. Sales can have limited seats, so be flexible with dates.
Cabin products may improve on some routes that move to mainline aircraft. In 2025, reports highlighted ANA’s new business class seat concept that turns into a bed without a traditional recline. Rollout timing can vary by aircraft type and route.

For shippers

The cargo reorganization points to a more unified booking and handling experience. If you ship to or from Japan, expect product naming and account contacts to change as units merge.
The drone plan, if it stays on track for fiscal 2028, could add last mile options to islands and mountain towns that are costly to serve by truck.

For investors

The 60 yen dividend suggests confidence in cash generation. Watch March quarter guidance for clues on summer schedules, fuel hedging, and yen impacts.
Cargo trends will matter. If e commerce exports remain steady, a stronger cargo arm can smooth earnings across cycles.

Background you need

ANA is Japan’s largest airline by passengers. It runs hubs at Tokyo Haneda and Tokyo Narita, with a major base in Osaka. The pandemic hit ANA hard in 2020, but domestic travel recovered first, followed by international demand after border rules eased in 2022 and 2023. The company used the period to refit cabins, retire older aircraft, and reassess brand strategy.

Regulators approved key steps in 2025. China’s competition authority cleared the Nippon Cargo deal with conditions to keep fair handling access at major airports. Japan’s Fair Trade Commission had already signed off earlier in 2025. With approvals in place, ANA moved to align cargo organizations and capture synergies.

What happens next

Through March 2026. Watch for the final AirJapan flights and the shift of flying into mainline ANA. Customers should get reissued e tickets if flight numbers change.
By mid 2026. Dividend payment on 30 June 2026. Management will likely give an update on cargo reorg progress at full year results.
By fiscal 2028. The drone service plan, if confirmed in detail, would enter service in phases. Expect pilot regions first, then national expansion if costs and safety targets are met.

Quick checklist for travelers booking ANA in early 2026

Check if your route was under AirJapan, verify aircraft and flight number after March.
If flying from India, price tickets before 15 January 2026 to catch sale seats.
Compare cabin layouts on the ANA site, seat maps change by aircraft subtype.
Build in extra connection time during schedule changes in late March.
Enroll in ANA Mileage Club to track upgrades and schedule alerts.

Why it matters

These moves show ANA is building a tighter, more resilient business. A single strong brand is easier for customers to understand. Cargo and drones can add steady revenue beyond passenger seats. For travelers, the near term impact is simple, watch March schedule changes and book deals while they last. For investors, the dividend and cargo plan signal discipline as the company enters a key summer season.