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[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 5 sources · 3 days · First seen · Last updated

Japanese banks earnings growth 2026

Overview

In late July 2026, Japan’s two largest banks, Mizuho Financial Group and Mitsubishi UFJ Financial Group, reported earnings that far exceeded analyst expectations. Mizuho posted earnings of ¥2.13 per share and a strong net margin, while MUFG’s earnings‑per‑share estimate was trimmed slightly but remained near consensus, keeping its stock stable.

A few days later, Daiwa Securities Group announced a record first‑quarter profit, the highest in 13 years, driven by surging equity‑trading revenue and higher fees from fixed‑income and investment‑banking activities. The broker also completed an acquisition that expands its commercial‑lending business. Mizuho responded by raising its FY2026 profit outlook by ¥100 billion and doubling its planned share‑repurchase programme, citing the Bank of Japan’s recent rate hike and robust corporate financing demand. Together, the reports illustrate a period of strong profitability and heightened investor confidence across Japan’s major banking and brokerage firms.

Entities

Mizuho Financial Group · Nomura Holdings · Daiwa Securities Group · Mitsubishi UFJ Financial Group · Bank of Japan

Timeline

  1. 16 days ago

    [BUSINESS] 3 sources
    Daiwa Securities posts 13‑year profit high; Mizuho raises outlook

    Daiwa Securities posted an 81% profit surge to ¥56.4bn, while Mizuho lifted its FY profit target by ¥100bn and doubled buybacks to ¥200bn after strong Q1 earnings and a BOJ rate hike.

  2. 19 days ago

    [BUSINESS] 2 sources
    Japanese banks Mizuho Financial Group and Mitsubishi UFJ report earnings beats and outlook

    Mizuho posted a ¥2.13 EPS beat and revenue surge, while MUFG's FY2027 EPS forecast was trimmed to ¥1.48, with mixed analyst ratings.

Sources

mommygearest.com · pulse2.com · seekingalpha.com · stocknews.com · teukku.com