View ValuationSumitomo Mitsui Trust Group 将来の成長Future 基準チェック /16Sumitomo Mitsui Trust Groupの収益は年間5.7%で減少すると予測されていますが、年間利益は年間5.8%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に10.9% 6.6%なると予測されています。主要情報5.8%収益成長率6.65%EPS成長率Banks 収益成長8.3%収益成長率-5.7%将来の株主資本利益率10.93%アナリストカバレッジGood最終更新日09 Jun 2026今後の成長に関する最新情報お知らせ • Nov 01Sumitomo Mitsui Trust Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Mitsui Trust Holdings, Inc. revised earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected Net income attributable to owners of the parent JPY 85.0 billion from the previous guidance of JPY 200.0 billion. Earnings per share of JPY 234.08 from the previous guidance for JPY 550.81.すべての更新を表示Recent updatesお知らせ • May 15Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026.お知らせ • May 14Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 14,000,000 shares, representing 2.01% for ¥50,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 14,000,000 shares, representing 2.01% of its issued share capital, for ¥50,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on September 30, 2026 . As of March 31, 2026, the company had 698,236,940 issued shares (excluding treasury stock) and 576,040 treasury shares.お知らせ • Apr 07Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2026 results at 4:00 PM, Tokyo Standard Time on May 14, 2026お知らせ • Mar 04Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The acquisition is funded from cash on hand. GreensLedge will operate within our Capital Markets segment upon completion of the acquisition. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals and is currently expected to close in fiscal year 2026. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC. Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on March 2, 2026.お知らせ • Feb 27+ 1 more updateSumitomo Mitsui Trust Group Appoints Kazuya Oyama as CEO, Effective 1 AprilSumitomo Mitsui Trust Group appointed Kazuya Oyama, who will take over as CEO on 1 April.お知らせ • Dec 17Sumitomo Mitsui Trust Group, Inc. to Report Q3, 2026 Results on Jan 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q3, 2026 results on Jan 30, 2026お知らせ • Nov 12+ 2 more updatesSumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 11,000,000 shares, representing 1.56% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.82% of its issued share capital, for ¥30,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on February 27, 2026. As of September 30, 2025, the company had 704,808,218 issued shares (excluding treasury stock) and 577,562 treasury shares.お知らせ • Oct 15Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC.お知らせ • Oct 08Sumitomo Mitsui Trust Group, Inc. to Report Q2, 2026 Results on Nov 12, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Jun 27Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2026 Results on Jul 30, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • May 15+ 1 more updateSumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025.お知らせ • Mar 25Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2025 results on May 14, 2025お知らせ • Mar 01Sumitomo Mitsui Trust Group, Inc. Announces Board ChangesSumitomo Mitsui Trust Group, Inc. announced that Retiring Representative Executive Officer: Atsushi Kaibara changed from Director, Deputy President (Representative Executive Officer) to Director. Yasuyuki Suzuki changed from Director, Deputy President (Representative Director) to Director. Retiring as of March 31, 2025 (planned).Reported Earnings • Nov 14First half 2025 earnings released: EPS: JP¥185 (vs JP¥60.67 in 1H 2024)First half 2025 results: EPS: JP¥185 (up from JP¥60.67 in 1H 2024). Revenue: JP¥688.4b (up 37% from 1H 2024). Net income: JP¥132.8b (up 201% from 1H 2024). Profit margin: 19% (up from 8.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Nov 12Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 13,000,000 shares, representing 1.8% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 1.8% of its issued share capital, for ¥30,000 million. The purpose of the program is ensuring capital adequacy and capital utilization for mid- to long-term profit growth, we will implement share buybacks with the aim of improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on March 31, 2025. As of September 30, 2024, the company had 720,766,929 issued shares (excluding treasury stock) and 588,451 treasury shares.Upcoming Dividend • Sep 20Upcoming dividend of JP¥72.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.4%).お知らせ • Sep 19Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2025 results on Nov 12, 2024Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €19.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Banks industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.73 per share.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥92.71 (vs JP¥50.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥92.71 (up from JP¥50.59 in 1Q 2024). Revenue: JP¥341.4b (up 29% from 1Q 2024). Net income: JP¥66.7b (up 82% from 1Q 2024). Profit margin: 20% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jul 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €22.40. The fair value is estimated to be €18.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 0.1% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Declared Dividend • Jul 25Final dividend of JP¥72.50 announcedShareholders will receive a dividend of JP¥72.50. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 319%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 71% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Buy Or Sell Opportunity • Jul 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to €21.60. The fair value is estimated to be €17.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 0.1% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Buy Or Sell Opportunity • Jul 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €21.40. The fair value is estimated to be €17.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 6.2% per annum. Earnings are forecast to grow by 20% per annum over the same time period.お知らせ • Jun 28Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2025 Results on Jul 30, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2025 results on Jul 30, 2024Buy Or Sell Opportunity • Jun 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €21.40. The fair value is estimated to be €17.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 6.2% per annum. Earnings are forecast to grow by 20% per annum over the same time period.Buy Or Sell Opportunity • May 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to €21.00. The fair value is estimated to be €17.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 7.2% per annum. Earnings are forecast to grow by 20% per annum over the same time period.Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥109 (vs JP¥259 in FY 2023)Full year 2024 results: EPS: JP¥109 (down from JP¥259 in FY 2023). Revenue: JP¥1.34t (up 14% from FY 2023). Net income: JP¥79.2b (down 59% from FY 2023). Profit margin: 5.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024.Buy Or Sell Opportunity • May 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €21.00. The fair value is estimated to be €16.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 1.9% per annum. Earnings are forecast to grow by 27% per annum over the same time period.お知らせ • Mar 23Sumitomo Mitsui Trust Holdings, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.6%).New Risk • Feb 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 01Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥455.0b (up 62% from 3Q 2023). Net income: JP¥5.22b (down 88% from 3Q 2023). Profit margin: 1.1% (down from 15% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 01Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces an Equity Buyback for 10,000,000 shares, representing 1.37% for ¥20,000 million.Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 1.37% of its issued share capital, for ¥20,000 million. The purpose of the program is to improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on April 30, 2024. As of January 1, 2024, the company had 727,430,880 issued shares (excluding treasury stock) and 620,800 treasury shares.お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024お知らせ • Nov 29Sumitomo Mitsui Trust Holdings, Inc. Revises Year-End Dividend Guidance for the Fiscal Year 2023Sumitomo Mitsui Trust Holdings, Inc. revised year-end dividend guidance for the fiscal year 2023. The company expected to pay dividend of JPY 55 per share against JPY 110 per share paid a year ago.Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥20.18 (vs JP¥107 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.18 (down from JP¥107 in 2Q 2023). Revenue: JP¥406.5b (up 38% from 2Q 2023). Net income: JP¥7.33b (down 81% from 2Q 2023). Profit margin: 1.8% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 7.8% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.お知らせ • Nov 01Sumitomo Mitsui Trust Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Mitsui Trust Holdings, Inc. revised earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected Net income attributable to owners of the parent JPY 85.0 billion from the previous guidance of JPY 200.0 billion. Earnings per share of JPY 234.08 from the previous guidance for JPY 550.81.お知らせ • Sep 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2024 Results on Nov 14, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥110 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.0%).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥101 (vs JP¥172 in 1Q 2023)First quarter 2024 results: EPS: JP¥101 (down from JP¥172 in 1Q 2023). Revenue: JP¥307.2b (up 2.1% from 1Q 2023). Net income: JP¥36.7b (down 43% from 1Q 2023). Profit margin: 12% (down from 22% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 24Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2024 Results on Jul 28, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2024 results on Jul 28, 2023お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥517 (vs JP¥451 in FY 2022)Full year 2023 results: EPS: JP¥517 (up from JP¥451 in FY 2022). Revenue: JP¥1.26t (up 12% from FY 2022). Net income: JP¥191.0b (up 13% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.1%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥113 (vs JP¥82.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥113 (up from JP¥82.33 in 3Q 2022). Revenue: JP¥314.0b (up 28% from 3Q 2022). Net income: JP¥41.7b (up 35% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥107 (vs JP¥161 in 2Q 2022)Second quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥107 (vs JP¥161 in 2Q 2022)Second quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.3%).Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥172 (vs JP¥136 in 1Q 2022)First quarter 2023 results: EPS: JP¥172 (up from JP¥136 in 1Q 2022). Revenue: JP¥314.9b (up 1.6% from 1Q 2022). Net income: JP¥64.6b (up 27% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is expected to shrink by 33% compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥451 (vs JP¥380 in FY 2021)Full year 2022 results: EPS: JP¥451 (up from JP¥380 in FY 2021). Revenue: JP¥1.26t (up 18% from FY 2021). Net income: JP¥169.1b (up 19% from FY 2021). Profit margin: 14% (in line with FY 2021). Over the next year, revenue is expected to shrink by 41% compared to a 13% growth forecast for the banks industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Apr 08Sumitomo Mitsui Trust Holdings, Inc. to Report Fiscal Year 2022 Results on May 12, 2022Sumitomo Mitsui Trust Holdings, Inc. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.8%).お知らせ • Feb 25Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces an Equity Buyback for 9,000,000 shares, representing 2.4% for ¥30,000 million.Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 shares, representing 2.4% of its issued share capital, for ¥30,000 million. The purpose of the program is to improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on August 31, 2022. As of December 31, 2021, the company had 374,965,823 issued shares (excluding treasury stock) and 325,617 treasury shares.Buying Opportunity • Feb 16Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥39.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.Reported Earnings • Jan 29Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥82.33 (down from JP¥124 in 3Q 2021). Revenue: JP¥329.1b (up 22% from 3Q 2021). Net income: JP¥30.8b (down 34% from 3Q 2021). Profit margin: 9.4% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 76%. Over the next year, revenue is expected to shrink by 38% compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 2% per year.Buying Opportunity • Jan 29Now 24% undervaluedOver the last 90 days, the stock is up 9.4%. The fair value is estimated to be JP¥39.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥161 (vs JP¥138 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥334.7b (up 17% from 2Q 2021). Net income: JP¥60.3b (up 17% from 2Q 2021). Profit margin: 18% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.4%).Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥136 (vs JP¥76.11 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥318.3b (up 24% from 1Q 2021). Net income: JP¥50.8b (up 78% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.Executive Departure • Jun 25Senior Managing Executive Officer & Director Yutaka Nishida has left the companyOn the 23rd of June, Yutaka Nishida's tenure as Senior Managing Executive Officer & Director ended after 2.0 years in the role. As of March 2021, Yutaka still personally held 4.90k shares (€125k worth at the time). A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jun 25Independent External Director Takashi Yoshida has left the companyOn the 23rd of June, Takashi Yoshida's tenure as Independent External Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Takashi's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥380 (vs JP¥434 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥1.21t (up 8.6% from FY 2020). Net income: JP¥142.2b (down 13% from FY 2020). Profit margin: 12% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). In line with average of industry peers (3.9%).Is New 90 Day High Low • Mar 04New 90-day high: €28.00The company is up 14% from its price of €24.60 on 04 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.45 per share.Is New 90 Day High Low • Feb 10New 90-day high: €27.00The company is up 9.0% from its price of €24.80 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Banks industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.25 per share.Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥124 (vs JP¥128 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥269.2b (down 7.8% from 3Q 2020). Net income: JP¥46.5b (down 2.9% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Dec 27Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2021 Results on Jan 28, 2021Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2021 results on Jan 28, 2021Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥138The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥290.3b (down 3.2% from 2Q 2020). Net income: JP¥51.6b (down 19% from 2Q 2020). Profit margin: 18% (down from 21% in 2Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Nov 11New 90-day high: €24.40The company is up 3.0% from its price of €23.60 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.22 per share.お知らせ • Oct 10Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2021 Results on Nov 12, 2020Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jun 28Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2021 Results on Jul 30, 2020Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2021 results on Jul 30, 2020業績と収益の成長予測DB:MIU - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20291,191,797413,280N/AN/A53/31/20281,126,528367,812N/AN/A63/31/20271,044,138361,151N/AN/A63/31/20261,669,160317,566-1,854,199-1,763,948N/A12/31/20251,561,183298,318N/AN/AN/A9/30/20251,586,354296,1214,497,2644,585,362N/A6/30/20251,554,441276,878N/AN/AN/A3/31/20251,529,384257,6353,164,0513,249,863N/A12/31/20241,170,475255,908N/AN/AN/A9/30/20241,187,970167,9602,882,4882,968,390N/A6/30/20241,025,305123,580N/AN/AN/A3/31/20241,016,62979,199427,090503,563N/A12/31/20231,028,51394,591N/AN/AN/A9/30/20231,084,528131,031484,880549,839N/A6/30/20231,140,254163,180N/AN/AN/A3/31/20231,176,501191,000-476,870-413,973N/A12/31/20221,156,206172,901N/AN/AN/A9/30/20221,119,829162,081-1,182,977-1,126,789N/A6/30/20221,114,635182,883N/AN/AN/A3/31/20221,123,849169,078638,087689,903N/A12/31/20211,093,796157,450N/AN/AN/A9/30/20211,118,587173,1341,493,7081,560,287N/A6/30/20211,115,868164,440N/AN/AN/A3/31/20211,062,486142,1962,412,1432,474,029N/A12/31/20201,104,641135,668N/AN/AN/A9/30/20201,127,318137,080-1,141,117-1,100,533N/A6/30/20201,140,365148,939N/AN/AN/A3/31/20201,137,030163,028-760,577-712,324N/A12/31/20191,131,148193,530N/AN/AN/A9/30/20191,088,604188,418N/A153,716N/A6/30/20191,066,155171,995N/AN/AN/A3/31/20191,039,192173,889N/A-823,329N/A12/31/20181,052,911165,504N/AN/AN/A9/30/20181,058,764170,069N/A1,540,152N/A6/30/20181,041,339158,353N/AN/AN/A3/31/20181,045,851153,986N/A2,245,357N/A12/31/20171,042,442114,105N/AN/AN/A9/30/20171,072,495108,951N/A232,533N/A6/30/20171,072,983129,310N/AN/AN/A3/31/20171,058,325121,446N/A-1,972,317N/A12/31/20161,056,596167,841N/AN/AN/A9/30/20161,045,729168,830N/A5,633,236N/A6/30/20161,027,207156,948N/AN/AN/A3/31/20161,020,771166,909N/A7,568,015N/A12/31/20151,011,321162,377N/AN/AN/A9/30/20151,017,523159,611N/A9,465N/A6/30/20151,031,632160,256N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MIUの予測収益成長率 (年間5.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MIUの収益 ( 5.8% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: MIUの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MIUの収益は今後 3 年間で減少すると予想されています (年間-5.7% )。高い収益成長: MIUの収益は今後 3 年間で減少すると予測されています (年間-5.7% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MIUの 自己資本利益率 は、3年後には低くなると予測されています ( 10.9 %)。成長企業の発掘7D1Y7D1Y7D1YBanks 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 10:13終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sumitomo Mitsui Trust Group, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Shinichi TamuraBarclaysShinichiro NakamuraBofA Global ResearchKoichi NiwaCitigroup Inc16 その他のアナリストを表示
お知らせ • Nov 01Sumitomo Mitsui Trust Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Mitsui Trust Holdings, Inc. revised earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected Net income attributable to owners of the parent JPY 85.0 billion from the previous guidance of JPY 200.0 billion. Earnings per share of JPY 234.08 from the previous guidance for JPY 550.81.
お知らせ • May 15Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 19, 2026.
お知らせ • May 14Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 14,000,000 shares, representing 2.01% for ¥50,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 14,000,000 shares, representing 2.01% of its issued share capital, for ¥50,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on September 30, 2026 . As of March 31, 2026, the company had 698,236,940 issued shares (excluding treasury stock) and 576,040 treasury shares.
お知らせ • Apr 07Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2026 results at 4:00 PM, Tokyo Standard Time on May 14, 2026
お知らせ • Mar 04Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The acquisition is funded from cash on hand. GreensLedge will operate within our Capital Markets segment upon completion of the acquisition. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals and is currently expected to close in fiscal year 2026. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC. Raymond James Financial, Inc. (NYSE:RJF) completed the acquisition of Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on March 2, 2026.
お知らせ • Feb 27+ 1 more updateSumitomo Mitsui Trust Group Appoints Kazuya Oyama as CEO, Effective 1 AprilSumitomo Mitsui Trust Group appointed Kazuya Oyama, who will take over as CEO on 1 April.
お知らせ • Dec 17Sumitomo Mitsui Trust Group, Inc. to Report Q3, 2026 Results on Jan 30, 2026Sumitomo Mitsui Trust Group, Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
お知らせ • Nov 12+ 2 more updatesSumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 11,000,000 shares, representing 1.56% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.82% of its issued share capital, for ¥30,000 million. The purpose of the program is improving capital efficiency in consideration of the status of securing sufficient capital, the use of capital for medium-to-long term profit growth and the company’s current stock price level. All the repurchased shares will be cancelled. The program will expire on February 27, 2026. As of September 30, 2025, the company had 704,808,218 issued shares (excluding treasury stock) and 577,562 treasury shares.
お知らせ • Oct 15Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309).Raymond James Financial, Inc. (NYSE:RJF) agreed to acquire an unknown majority stake in Greensledge Holdings, LLC from Sumitomo Mitsui Trust Group, Inc. (TSE:8309) on October 14, 2025. Following the acquisition, Sumitomo Mitsui Trust Group, Inc. will retain a minority stake in Greensledge Holdings, LLC. The closing of the acquisition is subject to the satisfaction of customary conditions, including regulatory approvals. Sullivan & Cromwell LLP acted as legal advisor for Raymond James Financial, Inc. Houlihan Lokey, Inc. acted as financial advisor for Greensledge Holdings, LLC. Erik Andrén, Gregory Gooding, J. Michael Snypes, Michael Bolotin, Marc Ponchione, and Kyra Bromley of Debevoise & Plimpton LLP acted as legal advisor for Greensledge Holdings, LLC.
お知らせ • Oct 08Sumitomo Mitsui Trust Group, Inc. to Report Q2, 2026 Results on Nov 12, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Jun 27Sumitomo Mitsui Trust Group, Inc. to Report Q1, 2026 Results on Jul 30, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • May 15+ 1 more updateSumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025Sumitomo Mitsui Trust Group, Inc., Annual General Meeting, Jun 20, 2025.
お知らせ • Mar 25Sumitomo Mitsui Trust Group, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Sumitomo Mitsui Trust Group, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
お知らせ • Mar 01Sumitomo Mitsui Trust Group, Inc. Announces Board ChangesSumitomo Mitsui Trust Group, Inc. announced that Retiring Representative Executive Officer: Atsushi Kaibara changed from Director, Deputy President (Representative Executive Officer) to Director. Yasuyuki Suzuki changed from Director, Deputy President (Representative Director) to Director. Retiring as of March 31, 2025 (planned).
Reported Earnings • Nov 14First half 2025 earnings released: EPS: JP¥185 (vs JP¥60.67 in 1H 2024)First half 2025 results: EPS: JP¥185 (up from JP¥60.67 in 1H 2024). Revenue: JP¥688.4b (up 37% from 1H 2024). Net income: JP¥132.8b (up 201% from 1H 2024). Profit margin: 19% (up from 8.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 2.9%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Nov 12Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces an Equity Buyback for 13,000,000 shares, representing 1.8% for ¥30,000 million.Sumitomo Mitsui Trust Group, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 1.8% of its issued share capital, for ¥30,000 million. The purpose of the program is ensuring capital adequacy and capital utilization for mid- to long-term profit growth, we will implement share buybacks with the aim of improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on March 31, 2025. As of September 30, 2024, the company had 720,766,929 issued shares (excluding treasury stock) and 588,451 treasury shares.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥72.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.4%).
お知らせ • Sep 19Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2025 results on Nov 12, 2024
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €19.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Banks industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.73 per share.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥92.71 (vs JP¥50.59 in 1Q 2024)First quarter 2025 results: EPS: JP¥92.71 (up from JP¥50.59 in 1Q 2024). Revenue: JP¥341.4b (up 29% from 1Q 2024). Net income: JP¥66.7b (up 82% from 1Q 2024). Profit margin: 20% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jul 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €22.40. The fair value is estimated to be €18.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 0.1% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Declared Dividend • Jul 25Final dividend of JP¥72.50 announcedShareholders will receive a dividend of JP¥72.50. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 319%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 71% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Buy Or Sell Opportunity • Jul 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to €21.60. The fair value is estimated to be €17.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 0.1% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Buy Or Sell Opportunity • Jul 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €21.40. The fair value is estimated to be €17.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 6.2% per annum. Earnings are forecast to grow by 20% per annum over the same time period.
お知らせ • Jun 28Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2025 Results on Jul 30, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
Buy Or Sell Opportunity • Jun 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €21.40. The fair value is estimated to be €17.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 6.2% per annum. Earnings are forecast to grow by 20% per annum over the same time period.
Buy Or Sell Opportunity • May 31Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to €21.00. The fair value is estimated to be €17.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to decline by 7.2% per annum. Earnings are forecast to grow by 20% per annum over the same time period.
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥109 (vs JP¥259 in FY 2023)Full year 2024 results: EPS: JP¥109 (down from JP¥259 in FY 2023). Revenue: JP¥1.34t (up 14% from FY 2023). Net income: JP¥79.2b (down 59% from FY 2023). Profit margin: 5.9% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 20, 2024.
Buy Or Sell Opportunity • May 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €21.00. The fair value is estimated to be €16.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 1.9% per annum. Earnings are forecast to grow by 27% per annum over the same time period.
お知らせ • Mar 23Sumitomo Mitsui Trust Holdings, Inc. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.6%).
New Risk • Feb 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 01Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: JP¥455.0b (up 62% from 3Q 2023). Net income: JP¥5.22b (down 88% from 3Q 2023). Profit margin: 1.1% (down from 15% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 01Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces an Equity Buyback for 10,000,000 shares, representing 1.37% for ¥20,000 million.Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 1.37% of its issued share capital, for ¥20,000 million. The purpose of the program is to improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on April 30, 2024. As of January 1, 2024, the company had 727,430,880 issued shares (excluding treasury stock) and 620,800 treasury shares.
お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
お知らせ • Nov 29Sumitomo Mitsui Trust Holdings, Inc. Revises Year-End Dividend Guidance for the Fiscal Year 2023Sumitomo Mitsui Trust Holdings, Inc. revised year-end dividend guidance for the fiscal year 2023. The company expected to pay dividend of JPY 55 per share against JPY 110 per share paid a year ago.
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: JP¥20.18 (vs JP¥107 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.18 (down from JP¥107 in 2Q 2023). Revenue: JP¥406.5b (up 38% from 2Q 2023). Net income: JP¥7.33b (down 81% from 2Q 2023). Profit margin: 1.8% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 7.8% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Nov 01Sumitomo Mitsui Trust Holdings, Inc. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Mitsui Trust Holdings, Inc. revised earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expected Net income attributable to owners of the parent JPY 85.0 billion from the previous guidance of JPY 200.0 billion. Earnings per share of JPY 234.08 from the previous guidance for JPY 550.81.
お知らせ • Sep 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2024 Results on Nov 14, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥110 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.0%).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥101 (vs JP¥172 in 1Q 2023)First quarter 2024 results: EPS: JP¥101 (down from JP¥172 in 1Q 2023). Revenue: JP¥307.2b (up 2.1% from 1Q 2023). Net income: JP¥36.7b (down 43% from 1Q 2023). Profit margin: 12% (down from 22% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 24Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2024 Results on Jul 28, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2024 results on Jul 28, 2023
お知らせ • May 17Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023Sumitomo Mitsui Trust Holdings, Inc., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥517 (vs JP¥451 in FY 2022)Full year 2023 results: EPS: JP¥517 (up from JP¥451 in FY 2022). Revenue: JP¥1.26t (up 12% from FY 2022). Net income: JP¥191.0b (up 13% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 4.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.1%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥113 (vs JP¥82.33 in 3Q 2022)Third quarter 2023 results: EPS: JP¥113 (up from JP¥82.33 in 3Q 2022). Revenue: JP¥314.0b (up 28% from 3Q 2022). Net income: JP¥41.7b (up 35% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Dec 23Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥107 (vs JP¥161 in 2Q 2022)Second quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥107 (vs JP¥161 in 2Q 2022)Second quarter 2023 results: EPS: JP¥107 (down from JP¥161 in 2Q 2022). Revenue: JP¥321.1b (up 11% from 2Q 2022). Net income: JP¥39.5b (down 35% from 2Q 2022). Profit margin: 12% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Banks industry in Europe are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.3%).
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥172 (vs JP¥136 in 1Q 2022)First quarter 2023 results: EPS: JP¥172 (up from JP¥136 in 1Q 2022). Revenue: JP¥314.9b (up 1.6% from 1Q 2022). Net income: JP¥64.6b (up 27% from 1Q 2022). Profit margin: 21% (up from 16% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is expected to shrink by 33% compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥451 (vs JP¥380 in FY 2021)Full year 2022 results: EPS: JP¥451 (up from JP¥380 in FY 2021). Revenue: JP¥1.26t (up 18% from FY 2021). Net income: JP¥169.1b (up 19% from FY 2021). Profit margin: 14% (in line with FY 2021). Over the next year, revenue is expected to shrink by 41% compared to a 13% growth forecast for the banks industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Apr 08Sumitomo Mitsui Trust Holdings, Inc. to Report Fiscal Year 2022 Results on May 12, 2022Sumitomo Mitsui Trust Holdings, Inc. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.8%).
お知らせ • Feb 25Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces an Equity Buyback for 9,000,000 shares, representing 2.4% for ¥30,000 million.Sumitomo Mitsui Trust Holdings, Inc. (TSE:8309) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 shares, representing 2.4% of its issued share capital, for ¥30,000 million. The purpose of the program is to improving capital efficiency. All the repurchased shares will be cancelled. The program will expire on August 31, 2022. As of December 31, 2021, the company had 374,965,823 issued shares (excluding treasury stock) and 325,617 treasury shares.
Buying Opportunity • Feb 16Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥39.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.
Reported Earnings • Jan 29Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥82.33 (down from JP¥124 in 3Q 2021). Revenue: JP¥329.1b (up 22% from 3Q 2021). Net income: JP¥30.8b (down 34% from 3Q 2021). Profit margin: 9.4% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 76%. Over the next year, revenue is expected to shrink by 38% compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 2% per year.
Buying Opportunity • Jan 29Now 24% undervaluedOver the last 90 days, the stock is up 9.4%. The fair value is estimated to be JP¥39.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4% per annum over the last 3 years.
Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS JP¥161 (vs JP¥138 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥334.7b (up 17% from 2Q 2021). Net income: JP¥60.3b (up 17% from 2Q 2021). Profit margin: 18% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.4%).
Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥136 (vs JP¥76.11 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥318.3b (up 24% from 1Q 2021). Net income: JP¥50.8b (up 78% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
Executive Departure • Jun 25Senior Managing Executive Officer & Director Yutaka Nishida has left the companyOn the 23rd of June, Yutaka Nishida's tenure as Senior Managing Executive Officer & Director ended after 2.0 years in the role. As of March 2021, Yutaka still personally held 4.90k shares (€125k worth at the time). A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jun 25Independent External Director Takashi Yoshida has left the companyOn the 23rd of June, Takashi Yoshida's tenure as Independent External Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Takashi's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥380 (vs JP¥434 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥1.21t (up 8.6% from FY 2020). Net income: JP¥142.2b (down 13% from FY 2020). Profit margin: 12% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.3%). In line with average of industry peers (3.9%).
Is New 90 Day High Low • Mar 04New 90-day high: €28.00The company is up 14% from its price of €24.60 on 04 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.45 per share.
Is New 90 Day High Low • Feb 10New 90-day high: €27.00The company is up 9.0% from its price of €24.80 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Banks industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.25 per share.
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥124 (vs JP¥128 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥269.2b (down 7.8% from 3Q 2020). Net income: JP¥46.5b (down 2.9% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Dec 27Sumitomo Mitsui Trust Holdings, Inc. to Report Q3, 2021 Results on Jan 28, 2021Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q3, 2021 results on Jan 28, 2021
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥138The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥290.3b (down 3.2% from 2Q 2020). Net income: JP¥51.6b (down 19% from 2Q 2020). Profit margin: 18% (down from 21% in 2Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Nov 11New 90-day high: €24.40The company is up 3.0% from its price of €23.60 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.22 per share.
お知らせ • Oct 10Sumitomo Mitsui Trust Holdings, Inc. to Report Q2, 2021 Results on Nov 12, 2020Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jun 28Sumitomo Mitsui Trust Holdings, Inc. to Report Q1, 2021 Results on Jul 30, 2020Sumitomo Mitsui Trust Holdings, Inc. announced that they will report Q1, 2021 results on Jul 30, 2020