Nomura Q1 FY2027: Net Income Surges 39% to ¥145.6B, ROE Hits 15.4%
NMR sits 44% above its 52-week low of $6.59.
Summary
Nomura Holdings reported Q1 FY2027 net income of ¥145.6 billion, up 39% YoY, with all major business segments delivering strong growth and annualized ROE reaching 15.4%.
Key Events · Earnings and Guidance · NMR
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Net Income Surges 39%
Net income attributable to NHI shareholders reached ¥145.6 billion for the quarter ended June 30, 2026, up from ¥104.6 billion a year earlier, driven by broad-based revenue growth.
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ROE Expands to 15.4%
Annualized return on shareholders' equity improved to 15.4% from 12.0% in the prior-year quarter, reflecting higher profitability and effective capital management.
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All Core Segments Deliver Triple-Digit Pretax Growth
Wealth Management pretax income rose 83.4% to ¥71.1B, Investment Management surged 109.0% to ¥45.0B, and Wholesale jumped 122.7% to ¥93.3B, highlighting strength across the franchise.
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Revenue Growth Outpaces Expenses
Net revenue increased 31.2% to ¥686.7 billion, while non-interest expenses rose 30.9% to ¥475.2 billion, resulting in positive operating leverage and a 32.0% increase in pretax income.
Analysis · NMR · Finance
A standout quarter saw net income attributable to shareholders jump 39% year-over-year to ¥145.6 billion. All three core businesses—Wealth Management, Investment Management, and Wholesale—posted triple-digit pretax income growth, driving annualized ROE to 15.4%, well above the prior year's 12.0%. The results underscore the firm's ability to capitalize on favorable market conditions and strategic initiatives, reinforcing the upward trajectory seen in recent quarters. The balance sheet also strengthened, with shareholders' equity rising to ¥3.83 trillion, supported by retained earnings and a reduction in treasury shares.
At the time of this filing, NMR was trading at $9.52 on NYSE in the Finance sector, with a market capitalization of approximately $27.6B. The 52-week trading range was $6.59 to $10.06. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.