Nomura H1 Net Income Jumps 26.8% to ¥249.3bn; ROE Rises to 13.3%
NMR sits 32% above its 52-week low of $6.88.
Summary
Nomura's first-half net income rose 26.8% to ¥249.3bn on 24.6% higher net revenue, with ROE at 13.3% and the interim dividend raised to ¥35.00; second-quarter profit slipped 28.7% from a strong June quarter.
Key Events · Earnings and Guidance · NMR
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H1 Net Income Up 26.8%
Net income attributable to NHI shareholders was ¥249.3bn for the six months ended September 30, 2026, up 26.8% from ¥196.6bn a year earlier, on net revenue of ¥1,294.2bn (+24.6%).
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ROE and Dividend Raised
Annualized ROE rose to 13.3% from 11.3%, and the interim dividend at September 30 was set at ¥35.00 per share versus ¥27.00 a year earlier.
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All Core Segments Grew
Pre-tax income rose 62.1% in Wealth Management to ¥136.7bn, 38.5% in Investment Management to ¥72.4bn, 46.6% in Wholesale to ¥139.4bn and 17.7% in Banking to ¥8.0bn; assets under management reached ¥152.8 trillion.
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Q2 Profit Fell 28.7% Sequentially
Second-quarter net income attributable to shareholders was ¥103.7bn, down 28.7% from ¥145.6bn in the June quarter, as Wholesale net revenue fell 16.3% and net gain on trading dropped 11.2%.
Analysis · NMR · Finance
Nomura delivered a strong first half: net revenue rose 24.6% to ¥1,294.2bn and net income attributable to shareholders climbed 26.8% to ¥249.3bn, lifting annualized ROE to 13.3% from 11.3%. All four core segments grew pre-tax profit, with Wealth Management up 62.1% and Wholesale up 46.6%, while the interim dividend was raised to ¥35.00 from ¥27.00. The one soft spot is the second quarter itself: net income fell 28.7% versus the June quarter as Wholesale revenue dropped 16.3% and trading gains cooled. Nomura still gives no earnings forecast, citing market uncertainty.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 30.5% of the 1494 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.03%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, NMR was trading at $9.08 on NYSE in the Finance sector, with a market capitalization of approximately $26.2B. The 52-week trading range was $6.88 to $10.94. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.