Market Cap
$118.2B
SMFG
SUMITOMO MITSUI FINANCIAL GROUP, INC.
$25.40 ▲ +0.47%
Prev close $25.28Market cap$118.2B
12-mo target$31.51 (+24.1%)
High Impact Filing (7/10)25 New Institutional Positions11 Institutional Exits Traditional Finance
Snapshot
The big-picture read on SMFG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$2.7B
Inst. Activity
25 buys / 11 sells
Insider Activity
$0.00 buy / $169.9K sell
Insider Net $
-$169.9K
SEC Reports
11
Price chart 30d -7.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 10, 2026 SEC Short Volume: SMFG — 72.4% short (0.6M / 0.9M)
Short: 630,487 | Exempt: 5 | TRF Vol: 870,267 | Short Ratio: 72.4% | Off-exchange volume (dark pool
SMFG issued $500M of 6.950% perpetual subordinated notes (AT1 capital) on September 10, 2026, following a similar AT1 is
6-K — Impact 3/10
SMFG is issuing an undisclosed amount of perpetual subordinated notes (AT1 capital) to extend a perpetual subordinated l
424B5 — Impact 3/10
SMFG disclosed regulatory capital ratios as of June 30, 2026, showing broad improvement: consolidated total capital rati
6-K — Impact 2/10
Aug 12, 2026 Insider
Anchi Kazuyuki sold 4,000 shares
Sr. Mg. Corp. EO & Group CFO @ $42.47 ($169.9K)
Jul 27, 2026 Insider
Matsugasaki Honami was granted 8,372 shares
Director
Jul 27, 2026 Insider
Matsugasaki Honami disposed of 4,100 shares
Director @ $43.99 ($180.4K)
Jun 30, 2026 Inst.
Fisher Asset Management, LLC — ADD
6,291,379 shares ($148.4M)
Analyst ratings buy % +7.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Nov 13, 2018 | Citigroup | INITIATE | Neutral | 55% |
| Feb 7, 2014 | Stifel | DOWNGRADE | Hold | 54% |
| Dec 6, 2012 | Morgan Stanley | UPGRADE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 13 | 2 | 0 | 0 | 89% | |
| Aug 1, 2026 | 3 | 13 | 2 | 0 | 0 | 89% | |
| Jul 1, 2026 | 3 | 14 | 2 | 0 | 0 | 89% | |
| Jun 1, 2026 | 3 | 14 | 2 | 0 | 0 | 89% | |
| May 1, 2026 | 3 | 14 | 2 | 0 | 0 | 89% | |
| Apr 1, 2026 | 3 | 14 | 2 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 14 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 14 | 2 | 0 | 0 | 89% |
Price targets
Where 1 covering analysts think SMFG trades over the next 12 months.
$31.51 +24.1% upside Strong Buy
Current$25.40 Low$31.51 Median$31.51 High$31.51 1 analysts
$31.51$31.51
Analyst rating Strong Buy· 1.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 9 neutral · avg impact 3.4/10.
NEUTRAL6-K3/10
SMFG issued $500M of 6.950% perpetual subordinated notes (AT1 capital) on September 10, 2026, follow
Sep 10, 2026
NEUTRAL424B53/10
SMFG is issuing an undisclosed amount of perpetual subordinated notes (AT1 capital) to extend a perp
Sep 1, 2026
NEUTRAL6-K2/10
SMFG disclosed regulatory capital ratios as of June 30, 2026, showing broad improvement: consolidate
Aug 14, 2026
NEUTRAL6-K3/10
SMFG completed its JPY 180 billion share repurchase program (28,018,600 shares) and will cancel all
Aug 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SMFG — 72.4% short (0.6M / 0.9M)
Short: 630,487 | Exempt: 5 | TRF Vol: 870,267 | Short Ratio: 72.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SMFG — 67.2% short (0.4M / 0.7M)
Short: 440,672 | Exempt: 2,283 | TRF Vol: 655,717 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SMFG — 59.2% short (0.4M / 0.6M)
Short: 369,982 | Exempt: 3,000 | TRF Vol: 625,495 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SMFG — 63.3% short (0.4M / 0.6M)
Short: 364,212 | Exempt: 200 | TRF Vol: 574,966 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: SMFG — 63.2% short (0.3M / 0.6M)
Short: 349,447 | Exempt: 1,500 | TRF Vol: 553,223 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.49 | $0.49–$0.49 | -12.8% | +0.1% | 1↑ 0↓ | $1341.1B | 1 |
| Next Q | $0.49 | $0.49–$0.49 | 5.6% | -1.8% | 0↑ 1↓ | $1437.5B | 1 |
| Current FY | $1.92 | $1.92–$1.92 | 22.4% | +6.3% | 1↑ 0↓ | $5560.8B | 1 |
| Next FY | $2.19 | $2.19–$2.19 | 14.0% | +7.9% | — | $5833.0B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.490 | — |
| 7d ago | $0.489 | +0.001 |
| 30d ago | $0.489 | +0.001 |
| 60d ago | $0.489 | +0.001 |
| 90d ago | $0.464 | +0.025 |
Institutional ownership
Which big funds own SMFG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.7B total value (115,061,712 shares) as of 2026-Q2. Top holders: MORGAN, FMR, GOLDMAN. Net buying activity: 25 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 25,112,524 | $592.2M | 21.8% | — |
| FMR LLC | 13,937,223 | $328.6M | 12.1% | — |
| GOLDMAN SACHS GROUP INC | 10,814,662 | $255.0M | 9.4% | — |
| BlackRock, Inc. | 7,854,802 | $185.2M | 6.8% | — |
| Fisher Asset Management, LLC | 6,291,379 | $148.4M | 5.5% | ADD +96.8% |
| NORTHERN TRUST CORP | 6,158,454 | $145.2M | 5.4% | — |
| Clark Capital Management Group, Inc. | 3,831,212 | $90.3M | 3.3% | — |
| AMERICAN CENTURY COMPANIES INC | 3,493,982 | $82.4M | 3.0% | ADD +28.4% |
| DIMENSIONAL FUND ADVISORS LP | 3,139,702 | $74.0M | 2.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,263,530 | $53.4M | 2.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | ADD | 3,196,927 | 6,291,379 | +96.8% | $148.4M |
| Quantinno Capital Management LP | ADD | 1,615,819 | 2,143,555 | +32.7% | $50.5M |
| Capital Wealth Planning, LLC | ADD | 1,305,755 | 1,659,962 | +27.1% | $39.1M |
| JPMORGAN CHASE & CO | ADD | 918,315 | 1,525,928 | +66.2% | $36.2M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,749,272 | 1,023,572 | -41.5% | $24.1M |
| Calamos Advisors LLC | DOUBLED | 185,280 | 802,736 | +333.3% | $18.9M |
| ROYAL BANK OF CANADA | DOUBLED | 253,890 | 765,357 | +201.5% | $18.0M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 40,481 | 486,147 | +1100.9% | $11.5M |
| ASSETMARK, INC | ADD | 246,343 | 317,252 | +28.8% | $7.5M |
| MML INVESTORS SERVICES, LLC | ADD | 194,022 | 258,736 | +33.4% | $6.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$169.9K — $0.00 bought, $169.9K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Anchi Kazuyuki | Sr. Mg. Corp. EO & Group CFO | SELL | 4,000 | $42.47 | $169.9K |
| Jul 27, 2026 | Matsugasaki Honami | Director | AWARD | 8,372 | — | — |
| Jul 27, 2026 | Matsugasaki Honami | Director | D | 4,100 | $43.99 | $180.4K |
| Jul 27, 2026 | Mikami Takeshi | Director | AWARD | 20,748 | — | — |
| Jul 27, 2026 | Mikami Takeshi | Director | D | 3,500 | $43.99 | $154.0K |
| Jul 27, 2026 | Anchi Kazuyuki | Sr. Mg. Corp. EO & Group CFO | AWARD | 15,249 | — | — |
| Jul 27, 2026 | Takashima Makoto | Director | AWARD | 41,166 | — | — |
| Jul 27, 2026 | Anchi Kazuyuki | Sr. Mg. Corp. EO & Group CFO | D | 2,600 | $43.99 | $114.4K |
| Jul 27, 2026 | Kudo Teiko | Deputy President and Corp. EO | AWARD | 22,098 | — | — |
| Jul 27, 2026 | Kudo Teiko | Deputy President and Corp. EO | D | 3,800 | $43.99 | $167.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SMFG.
Shares short
7,390,304
Settlement Sep 15, 2026
Change vs prior
-14.7%
Semi-monthly cycle
Days to cover
4.8
At avg daily volume
Of shares outstanding
≈0.2%
Estimate — not % of float
All SMFG filing & press-release reports (11)
- 6-K reportSep 10, 2026
- 424B5 reportSep 1, 2026
- 6-K reportAug 14, 2026
- 6-K reportAug 3, 2026
- 6-K reportJul 31, 2026
- 6-K reportJul 7, 2026
- 6-K reportJul 6, 2026
- 6-K reportJul 6, 2026
- 6-K reportJul 3, 2026
- 424B5 reportJun 29, 2026
- 6-K reportJun 26, 2026