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Japanese (NIKKEI) Banks Industry Analysis

UpdatedDec 10, 2025
DataAggregated Company Financials
Companies82
  • 7D-0.2%
  • 3M11.0%
  • 1Y38.4%
  • YTD37.8%

Over the last 7 days, the Banks industry has risen 1.8%, driven by gains from JAPAN POST BANK of 5.3%. This takes the industry's 12 month performance to a gain of 38%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the Japanese Banks Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Dec 2025JP¥95.4tJP¥24.9tJP¥5.5t11.5x17.4x3.8x
Fri, 07 Nov 2025JP¥87.3tJP¥24.3tJP¥5.0t11.6x17.6x3.6x
Sun, 05 Oct 2025JP¥84.7tJP¥24.3tJP¥4.9t11.2x17.1x3.5x
Tue, 02 Sep 2025JP¥84.5tJP¥24.4tJP¥5.0t11.1x17x3.5x
Thu, 31 Jul 2025JP¥78.6tJP¥24.1tJP¥4.9t10.1x16.1x3.3x
Sat, 28 Jun 2025JP¥74.0tJP¥28.8tJP¥6.2t9.4x12x2.6x
Mon, 26 May 2025JP¥72.7tJP¥28.8tJP¥6.2t9.2x11.8x2.5x
Wed, 23 Apr 2025JP¥62.4tJP¥24.6tJP¥5.9t9.2x10.6x2.5x
Fri, 21 Mar 2025JP¥77.5tJP¥24.6tJP¥5.9t10.5x13.2x3.2x
Sun, 16 Feb 2025JP¥73.4tJP¥24.7tJP¥5.9t9.8x12.5x3x
Tue, 14 Jan 2025JP¥70.9tJP¥24.1tJP¥5.4t10.1x13.1x2.9x
Thu, 12 Dec 2024JP¥71.4tJP¥24.1tJP¥5.4t10.2x13.2x3x
Sat, 09 Nov 2024JP¥66.8tJP¥22.7tJP¥4.7t9.8x14.2x2.9x
Mon, 07 Oct 2024JP¥58.4tJP¥22.7tJP¥4.7t9x12.4x2.6x
Wed, 04 Sep 2024JP¥62.9tJP¥22.7tJP¥4.7t9.8x13.4x2.8x
Fri, 02 Aug 2024JP¥69.5tJP¥23.4tJP¥4.7t12x14.7x3x
Sun, 30 Jun 2024JP¥68.1tJP¥25.1tJP¥4.7t12.1x14.4x2.7x
Tue, 28 May 2024JP¥64.5tJP¥25.1tJP¥4.7t11.6x13.6x2.6x
Thu, 25 Apr 2024JP¥62.2tJP¥20.8tJP¥4.7t12x13.3x3x
Sat, 23 Mar 2024JP¥63.8tJP¥20.6tJP¥4.7t12.2x13.7x3.1x
Mon, 19 Feb 2024JP¥56.0tJP¥21.2tJP¥4.7t10.6x11.9x2.6x
Wed, 17 Jan 2024JP¥52.0tJP¥20.6tJP¥4.4t10.3x11.7x2.5x
Fri, 15 Dec 2023JP¥52.4tJP¥20.8tJP¥4.5t10.2x11.5x2.5x
Sun, 12 Nov 2023JP¥51.7tJP¥22.8tJP¥4.8t10.9x10.7x2.3x
Tue, 10 Oct 2023JP¥51.9tJP¥22.7tJP¥4.8t10.2x10.8x2.3x
Thu, 07 Sep 2023JP¥51.0tJP¥22.7tJP¥4.8t9.9x10.6x2.2x
Sat, 05 Aug 2023JP¥47.4tJP¥23.4tJP¥4.8t8.9x9.8x2x
Mon, 03 Jul 2023JP¥44.3tJP¥23.0tJP¥3.8t8.1x11.8x1.9x
Wed, 31 May 2023JP¥40.8tJP¥24.3tJP¥4.2t8.1x9.7x1.7x
Fri, 28 Apr 2023JP¥39.6tJP¥19.8tJP¥1.9t8x20.5x2x
Sun, 26 Mar 2023JP¥37.2tJP¥19.5tJP¥1.9t7.8x19.8x1.9x
Tue, 21 Feb 2023JP¥43.4tJP¥19.7tJP¥1.9t8.8x22.8x2.2x
Thu, 19 Jan 2023JP¥41.2tJP¥18.9tJP¥1.9t8x21.7x2.2x
Sat, 17 Dec 2022JP¥35.4tJP¥18.9tJP¥1.9t7.2x18.7x1.9x
Price to Earnings Ratio

18.7x


Total Market Cap: JP¥35.4tTotal Earnings: JP¥1.9tTotal Revenue: JP¥18.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Banks Industry Price to Earnings3Y Average 14.1x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.4x which is higher than its 3-year average PE of 14.1x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 43% per year over the last three years.
  • Revenues for these companies have grown 9.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Financials industry?

JP Market1.28%
Financials0.26%
Banks-0.19%
Regional Banks0.073%
Diversified Banks-0.27%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 16.1x.
    • Analysts are expecting annual earnings growth of 12.3%, which is lower than the prior year's growth of 15.3% per year.
  • Investors are most pessimistic about the Regional Banks industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Banks industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Regional Banks industry is expected to see its earnings grow by 8.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
7182 JAPAN POST BANKJP¥2.04k5.3%
+JP¥366.4b		34.4%PB0.8x
8411 Mizuho Financial GroupJP¥5.65k0.5%
+JP¥71.9b		48.2%PB1.3x
8309 Sumitomo Mitsui Trust GroupJP¥4.59k1.2%
+JP¥38.7b		20.9%PB1x
8331 Chiba BankJP¥1.70k3.1%
+JP¥36.1b		34.8%PB1x
7186 Yokohama Financial GroupJP¥1.25k1.9%
+JP¥26.6b		37.5%PB1x

Latest News

8381
JP¥1,441.00
San-in Godo BankLtd
7D
-1.6%
1Y
14.3%

San-in Godo BankLtd (TSE:8381) Has Announced A Dividend Of ¥28.00

Dec 09
San-in Godo BankLtd (TSE:8381) Has Announced A Dividend Of ¥28.00
8306
JP¥2,486.00
Mitsubishi UFJ Financial Group
7D
-1.5%
1Y
37.7%

8306: Buybacks And Dividend Increases Will Shape Moderate Forward Performance

Analysts have modestly raised their price target on Mitsubishi UFJ Financial Group to approximately ¥2,470, citing a lower perceived cost of equity, slightly more conservative revenue growth assumptions, a marginally higher expected profit margin, and a reduced forward P/E multiple. What's in the News Board meeting scheduled for November 14, 2025, with an agenda focused on discussing a potential common stock repurchase (company event filing) Board authorizes a new share buyback plan, including the repurchase of 130,000,000 shares, or 1.14% of outstanding shares, for ¥250,000 million, with all repurchased shares to be cancelled and the program running until February 27, 2026 (company announcement) Earnings guidance for the year ending March 31, 2026 raised, with profits attributable to owners of parent now targeted at ¥2,100 billion, up from ¥2,000 billion, driven by stronger customer business performance and higher equity-method earnings from Morgan Stanley (guidance revision) Year end dividend guidance for fiscal 2026 increased from ¥35.00 to ¥39.00 per share, lifting the forecast annual dividend to ¥74.00 per share, reflecting a policy of stable, sustainable dividend growth and a target payout ratio of about 40% (dividend guidance update) Dividend for the second quarter ended September 30, 2025 set at ¥35.00 per share, up from ¥25.00 a year earlier, with payment on December 5, 2025 (dividend announcement) Valuation Changes Fair Value Estimate increased slightly from approximately ¥2,469.09 to ¥2,470.00 per share, reflecting a marginal upward revision in intrinsic valuation.
8331
JP¥1,701.50
Chiba Bank
7D
3.1%
1Y
34.8%

Chiba Bank (TSE:8331) Is Due To Pay A Dividend Of ¥24.00

Dec 07
Chiba Bank (TSE:8331) Is Due To Pay A Dividend Of ¥24.00
8411
JP¥5,648.00
Mizuho Financial Group
7D
0.5%
1Y
48.2%
5838
JP¥7,326.00
Rakuten Bank
7D
1.7%
1Y
74.6%
8316
JP¥4,849.00
Sumitomo Mitsui Financial Group
7D
-1.4%
1Y
27.9%
8308
JP¥1,540.00
Resona Holdings
7D
-2.7%
1Y
27.7%
7189
JP¥3,004.00
Nishi-Nippon Financial Holdings
7D
-2.5%
1Y
44.6%
8334
JP¥1,708.50
Gunma Bank
7D
-3.0%
1Y
52.2%
8544
JP¥1,664.00
Keiyo Bank
7D
4.5%
1Y
101.2%

Keiyo Bank (TSE:8544) Has Announced A Dividend Of ¥19.00

Dec 04
Keiyo Bank (TSE:8544) Has Announced A Dividend Of ¥19.00
8309
JP¥4,585.00
Sumitomo Mitsui Trust Group
7D
1.2%
1Y
20.9%

Sumitomo Mitsui Trust Group (TSE:8309) Is Increasing Its Dividend To ¥90.00

Dec 03
Sumitomo Mitsui Trust Group (TSE:8309) Is Increasing Its Dividend To ¥90.00
7186
JP¥1,245.00
Yokohama Financial Group
7D
1.9%
1Y
37.5%

Yokohama Financial Group (TSE:7186) Is Paying Out A Larger Dividend Than Last Year

Dec 02
Yokohama Financial Group (TSE:7186) Is Paying Out A Larger Dividend Than Last Year
5844
JP¥3,397.00
Kyoto Financial GroupInc
7D
1.1%
1Y
45.9%

Kyoto Financial GroupInc (TSE:5844) Is Due To Pay A Dividend Of ¥40.00

Dec 02
Kyoto Financial GroupInc (TSE:5844) Is Due To Pay A Dividend Of ¥40.00
8361
JP¥4,290.00
Ogaki Kyoritsu Bank
7D
-1.7%
1Y
122.5%
5830
JP¥2,561.00
Iyogin HoldingsInc
7D
-0.4%
1Y
65.8%
7182
JP¥2,036.00
JAPAN POST BANK
7D
5.3%
1Y
34.4%

JAPAN POST BANK (TSE:7182) Is Increasing Its Dividend To ¥66.00

Nov 16
JAPAN POST BANK (TSE:7182) Is Increasing Its Dividend To ¥66.00