Strong earnings growth and aggressive capital return (buyback + dividend increase + stock split) signal confidence. Watch for completion of MANUBANK sale and execution of buyback over next two months.
Price Chart
Executive Summary
SMFG reported audited FY2026 results with strong year-over-year growth: ordinary income up 6.1% to ¥10.79 trillion and profit attributable to owners of parent up 34.4% to ¥1.58 trillion. EPS rose 36.6% to ¥411.97. The board also authorized a ¥180 billion share repurchase (up to 40 million shares) and a 2-for-1 stock split, alongside a proposed dividend increase to ¥79 per share.
Key Facts
- Ordinary income ¥10,790,853 million vs ¥10,174,894 million (+6.1%)
- Profit attributable to owners of parent ¥1,582,973 million vs ¥1,177,996 million (+34.4%)
- EPS ¥411.97 vs ¥301.55 (+36.6%)
- Net assets per share ¥4,135.71 vs ¥3,795.62
- Share repurchase authorized: up to ¥180 billion, up to 40 million shares (cancellation planned)
- Stock split 2-for-1 effective October 1, 2026
- Proposed dividend ¥79 per share vs ¥78 interim
- Recorded ¥46.1 billion extraordinary loss on SMBC MANUBANK commercial banking sale
Financial Impact
Revenue +6.1%, EPS +36.6%, ¥180B buyback, ¥301.6B dividend proposed
Risk Factors
- Additional loan loss provisions of ¥153.5B related to Middle East, inflation, and Ukraine risks
- Potential dilution from employee stock options (immaterial)
- Divestiture completion subject to regulatory approvals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-281738 |
| Document: 0001193125-26-281738-index-headers.html | 0001193125-26-281738 |
| Document: 0001193125-26-281738-index.html | 0001193125-26-281738 |
| Document: 0001193125-26-281738.txt | 0001193125-26-281738 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 6-K | $26.55 $26.72 | ▲ +0.64% | ▲ +1.14% | $25.28 (−4.78%) |
Sep 1, 2026 4w ago | 424B5 | $26.03 $26.31 | ▲ +1.08% | ▲ +0.99% | $25.28 (−2.88%) |
Aug 14, 2026 7w ago | 6-K | $26.32 $25.05 | ▼ −4.83% | ▼ −3.46% | $25.28 (−3.95%) |
Aug 3, 2026 8w ago | 6-K | $25.25 $25.32 | ▲ +0.28% | ▼ −1.75% | $25.28 (+0.12%) |
Jul 31, 2026 9w ago | 6-K | $25.88 $25.74 | ▼ −0.54% | ▼ −4.05% | $25.28 (−2.32%) |
Jul 7, 2026 12w ago | 6-K | $25.31 $26.26 | ▲ +3.75% | ▲ +3.20% | $25.28 (−0.12%) |
Jul 6, 2026 12w ago | 6-K | $25.51 $25.74 | ▲ +0.90% | ▲ +0.41% | $25.28 (−0.90%) |
Jul 6, 2026 12w ago | 6-K | $25.51 $25.74 | ▲ +0.90% | ▲ +0.41% | $25.28 (−0.90%) |
Jul 1, 2026 13w ago | 6-K | $24.05 $25.31 | ▲ +5.24% | ▲ +4.98% | $25.28 (+5.11%) |
Jun 29, 2026 13w ago | 424B5 | $23.71 $25.51 | ▲ +7.59% | ▲ +6.20% | $25.28 (+6.62%) |
US Market Status
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