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Sumitomo Mitsui Trust Holdings, Inc. logo

Sumitomo Mitsui Trust Holdings, Inc.

8309.T

JPXFinancial ServicesBanks - Regional

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Latest quote

¥1,702

−¥13.50 · -0.79%

Aug 24, 3:30 PM JST

8309.T company overview

Regular session · JST · Market data may be delayed.

Company profile

Company website

Sumitomo Mitsui Trust Holdings, Inc. operates as a trust bank across Japan and globally. The company delivers a wide array of supervisory services encompassing strategic planning, financial oversight, and human resource management. Its extensive offerings also include corporate administration, optimizing operational processes, risk assessment, and ensuring regulatory compliance, in addition to conducting internal audits. Furthermore, it provides real estate brokerage and consulting expertise to both individual and institutional clients. The firm also specializes in stock transfer agency functions, comprehensive asset management services, and a full suite of retail solutions, marketing strategies, and fiduciary duties. Established in 2002, and headquartered in Tokyo, Japan, the company was formerly known as Chuo Mitsui Trust Holdings, Inc. before rebranding to its current name in 2011.

Industry
Banks - Regional
Sector
Financial Services
Headquarters
JP
CEO
Kazuya Oyama
Listed since
Jan 1, 2001
Employees
22,526

Market position

Day range

Current ¥1,702

52-week range

Current ¥1,702

Open
¥1,732
Previous close
¥1,715.5
Volume
6.13M
0.58× average
Average volume
10.6M
Average daily volume
Market cap
4.69T JPY
Beta
0.72
Market reference 1
50-day average
¥1,627.39
+4.58% above average
200-day average
¥1,368.98
+24.33% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
157.83B JPY
P/E (TTM)
12.89×
P/B (TTM)
1.29×
P/S (TTM)
1.56×
EV / EBITDA
0.33×
Earnings yield
9.22%
Free cash flow yield
20.64%
Dividend yield
2.72%

Profitability & efficiency

Gross margin
55.60%
Operating margin
16.56%
Net margin
12.31%
Return on equity
8.92%
Return on assets
0.39%
Return on invested capital
0.39%

Financial health

Debt / equity
5.47×
Current ratio
4.86×
Altman Z-score
0.37
Piotroski F-score
7 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends100%65%30%-5%Gross margin, FY2022: 91.48%Gross margin, FY2023: 67.37%Gross margin, FY2024: 51.80%Gross margin, FY2025: 54.48%Gross margin, FY2026: 55.61%Operating margin, FY2022: 18.01%Operating margin, FY2023: 16.06%Operating margin, FY2024: 4.18%Operating margin, FY2025: 12.75%Operating margin, FY2026: 14.50%Net margin, FY2022: 13.35%Net margin, FY2023: 11.30%Net margin, FY2024: 3.38%Net margin, FY2025: 9.27%Net margin, FY2026: 10.75%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 91.48%. Gross margin FY2023 67.37%. Gross margin FY2024 51.80%. Gross margin FY2025 54.48%. Gross margin FY2026 55.61%. Operating margin FY2022 18.01%. Operating margin FY2023 16.06%. Operating margin FY2024 4.18%. Operating margin FY2025 12.75%. Operating margin FY2026 14.50%. Net margin FY2022 13.35%. Net margin FY2023 11.30%. Net margin FY2024 3.38%. Net margin FY2025 9.27%. Net margin FY2026 10.75%.

Income trends

Revenue

2.95T JPY+6.24%

Operating income

428.06B JPY+20.77%

Net income

317.57B JPY+23.26%
Income trends across reported periods3.24T JPY2.09T JPY941.37B JPY−208.19B JPYRevenue, FY2022: 1.27T JPYRevenue, FY2023: 1.69T JPYRevenue, FY2024: 2.34T JPYRevenue, FY2025: 2.78T JPYRevenue, FY2026: 2.95T JPYOperating income, FY2022: 228B JPYOperating income, FY2023: 271.39B JPYOperating income, FY2024: 97.98B JPYOperating income, FY2025: 354.43B JPYOperating income, FY2026: 428.06B JPYNet income, FY2022: 169.08B JPYNet income, FY2023: 191B JPYNet income, FY2024: 79.2B JPYNet income, FY2025: 257.64B JPYNet income, FY2026: 317.57B JPYFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 1.27T JPY. Revenue FY2023 1.69T JPY. Revenue FY2024 2.34T JPY. Revenue FY2025 2.78T JPY. Revenue FY2026 2.95T JPY. Operating income FY2022 228B JPY. Operating income FY2023 271.39B JPY. Operating income FY2024 97.98B JPY. Operating income FY2025 354.43B JPY. Operating income FY2026 428.06B JPY. Net income FY2022 169.08B JPY. Net income FY2023 191B JPY. Net income FY2024 79.2B JPY. Net income FY2025 257.64B JPY. Net income FY2026 317.57B JPY.
Metric (JPY)FY2026FY2025FY2024FY2023FY2022
Revenue2.95T JPY2.78T JPY2.34T JPY1.69T JPY1.27T JPY
Cost of goods sold1.31T JPY1.27T JPY1.13T JPY551.46B JPY107.88B JPY
Gross profit1.64T JPY1.51T JPY1.21T JPY1.14T JPY1.16T JPY
Selling, general, and administrative572.65B JPY530.73B JPY505.95B JPY460.34B JPY435.57B JPY
Operating expenses1.21T JPY1.16T JPY1.12T JPY867.07B JPY930.41B JPY
Interest income1.27T JPY1.16T JPY1.01T JPY660.31B JPY375.66B JPY
Interest expense1.29T JPY1.27T JPY1.13T JPY551.46B JPY107.88B JPY
Depreciation and amortization54.07B JPY49.73B JPY44.58B JPY40.84B JPY38.72B JPY
Operating income428.06B JPY354.43B JPY97.98B JPY271.39B JPY228B JPY
Net income317.57B JPY257.64B JPY79.2B JPY191B JPY169.08B JPY

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+16.17%
11 comparable reports
Latest EPS result
51.18
Estimate 29.19 · Beat by 75.33%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates54.439.3524.319.26Q1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 31, 2025: actual 32.48, estimate 21.34, surprise +52.20%, Beat. Q2 2025, reported May 14, 2025: actual 10.89, estimate 18.79, surprise -42.04%, Miss. Q3 2025, reported Jul 30, 2025: actual 32.03, estimate 23.26, surprise +37.70%, Beat. Q4 2025, reported Nov 12, 2025: actual 28.61, estimate 27.46, surprise +4.19%, Beat. Q1 2026, reported Jan 30, 2026: actual 34.02, estimate 24.83, surprise +37.01%, Beat. Q2 2026, reported May 14, 2026: actual 18.38, estimate 16.46, surprise +11.66%, Beat. Q3 2026, reported Jul 30, 2026: actual 51.18, estimate 29.19, surprise +75.33%, Beat. Q4 2026, reported Nov 17, 2026: actual —, estimate 32.99, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates330.25B266.13B202B137.88BQ1 '25BeatQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 31, 2025: actual 284.65B JPY, estimate 179.37B JPY, surprise +58.69%, Beat. Q2 2025, reported May 14, 2025: actual 151.15B JPY, estimate 223.9B JPY, surprise -32.49%, Miss. Q3 2025, reported Jul 30, 2025: actual 204.79B JPY, estimate 211.47B JPY, surprise -3.16%, Miss. Q4 2025, reported Nov 12, 2025: actual 241.22B JPY, estimate 247B JPY, surprise -2.34%, Miss. Q1 2026, reported Jan 30, 2026: actual 316.98B JPY, estimate 233.03B JPY, surprise +36.03%, Beat. Q2 2026, reported May 14, 2026: actual 186.69B JPY, estimate 229.3B JPY, surprise -18.58%, Miss. Q3 2026, reported Jul 30, 2026: actual 245.28B JPY, estimate 217.92B JPY, surprise +12.56%, Beat. Q4 2026, reported Nov 17, 2026: actual —, estimate 226.3B JPY, surprise —, Comparison unavailable.

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

¥40.625

2025 complete year+109.7% since 2021

2026 partial: ¥26.25

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 29, 2026

¥23.75

Semi-Annual

Record Sep 30, 2026 · Payment Sep 29, 2026

DividendUpcoming

Ex-dividend Mar 30, 2027

¥23.75

Semi-Annual

Record Mar 31, 2027 · Payment Mar 30, 2027

Dividend

Ex-dividend Mar 30, 2026

¥105

Semi-Annual

Record Mar 31, 2026 · Payment Jun 22, 2026

Dividend

Ex-dividend Sep 29, 2025

¥80.00

Annual

Record Sep 30, 2025 · Payment Dec 2, 2025

Dividend

Ex-dividend Mar 28, 2025

¥82.50

Special

Record Mar 31, 2025 · Payment Jun 23, 2025

Dividend

Ex-dividend Sep 27, 2024

¥72.50

Special

Record Sep 30, 2024 · Payment Dec 3, 2024

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ETFs holding 8309.T

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core TOPIX ETF logoiShares Core TOPIX ETF1475.T
Market value
11.87B
Weight
0.41%
AUM
2.89T JPY
Expense ratio
0.05%
Price / 1D
¥417.7-0.07%
iShares JPX-Nikkei 400 ETF logoiShares JPX-Nikkei 400 ETF1364.T
Market value
3.52B
Weight
0.59%
AUM
592.34B JPY
Expense ratio
0.05%
Price / 1D
¥3,7610.00%
iShares Core Nikkei 225 ETF logoiShares Core Nikkei 225 ETF1329.T
Market value
1.47B
Weight
0.07%
AUM
2.12T JPY
Expense ratio
0.05%
Price / 1D
¥6,789-0.77%
Vanguard Total International Stock ETF logoVanguard Total International Stock ETFVXUS
Market value
382.54M
Weight
0.06%
AUM
646.2B USD
Expense ratio
0.05%
Price / 1D
$87.2338-0.54%
Vanguard FTSE Developed Markets ETF logoVanguard FTSE Developed Markets ETFVEA
Market value
254.56M
Weight
0.08%
AUM
315B USD
Expense ratio
0.03%
Price / 1D
$73.115-0.42%
iShares Core MSCI EAFE ETF logoiShares Core MSCI EAFE ETFIEFA
Market value
196.18M
Weight
0.10%
AUM
195.14B USD
Expense ratio
0.07%
Price / 1D
$100.68-0.17%
iShares MSCI Japan ETF logoiShares MSCI Japan ETFEWJ
Market value
116.56M
Weight
0.52%
AUM
22.49B USD
Expense ratio
0.49%
Price / 1D
$94.81-0.39%
JPMorgan BetaBuilders Japan ETF logoJPMorgan BetaBuilders Japan ETFBBJP
Market value
101.34M
Weight
0.54%
AUM
18.96B USD
Expense ratio
0.19%
Price / 1D
$76.59-0.36%

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