Stock Fundamentals

Company Information

Company Name
Sumitomo Mitsui Financial Group Inc
Sector
Financial Services
Industry
Banks - Diversified
Exchange
NYSE
ISIN: US86562M2098
CIK: 0001022837
CUSIP: 86562M100
Currency: USD
Full Time Employees: 123,000
Phone: 81 3 3282 8111
Fiscal Year End: March
IPO Date: May 01, 1949
Description:

Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Markets Business Unit. The Wholesale Business Unit segment offers bilateral loans, syndicated loans, commitment lines, structured finance, project finance, and nonrecourse loans; deposits and investment trusts; risk hedging services, including forward exchange contracts and derivatives; stand-by credit, and performance bond and credit guarantee services; remittance, cash management, trade finance, and supply chain finance services; merger and acquisition, and other advisory services; digital services; and equipment, operating and leveraged leasing services. The Retail Business Unit segment provides wealth management services, such as time deposits and foreign currency deposits, investment trusts, equities, bonds, insurance products, and trust services; credit card, installment, and transaction services; and consumer finance and housing loans. The Global Business Unit segment offers loans, deposits, clearing, trade finance, project finance, loan syndication, derivatives, and global cash management services; equity and fixed income sales and trading, and underwriting services; and construction machinery, transportation equipment, industrial machinery, medical equipment, and other leasing services. The Global Markets Business Unit segment provides asset liability management and portfolio management, foreign currency funding, and sales and trading services. The company offers system development, data processing, management consulting, economic research, and asset management services. Sumitomo Mitsui Financial Group, Inc. was incorporated in 2002 and is headquartered in Tokyo, Japan.

Address:

1-2, Marunouchi 1-chome, Tokyo, Japan, 100-0005

Directors & Officers

Name Title Year Born
Mr. Toru Nakashima President, Group CEO, Representative Corporate Executive Officer & Director 1963
Ms. Teiko Kudo Deputy President, Representative Corporate Executive Officer, Group CCO & Director 1964
Mr. Takashi Kobayashi Senior Managing Corporate Executive Officer & Group Chief Human Resources Officer 1967
Mr. Keiichiro Nakamura Senior Managing Corporate Executive Officer & Co-Head of Global Business Unit 1966
Mr. Akihiro Fukutome Senior Managing Executive Officer 1963
Mr. Akio Isowa Senior Managing Corporate Executive Officer & Group Chief Digital Innovation Officer 1966
Mr. Fumihiko Ito Senior Managing Corporate Executive Officer & Co-Head of Wholesale Business Unit 1967
Mr. Natsuhiro Samejima Senior Managing Corporate Executive Officer & Group Chief Risk Officer 1968
Mr. Kazuyuki Anchi Senior Managing Executive Officer, Group CFO, Group CSO & Director 1971
Jun Okahashi General Manager of Financial & Accounting Department NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 13, 2026 Ro Khanna N/A Sale N/A $19.10 N/A
Feb 13, 2026 Ro Khanna N/A Sale N/A $23.80 N/A
May 09, 2025 Ro Khanna N/A Sale N/A $14.23 N/A
Apr 11, 2025 Ro Khanna N/A Sale N/A $12.91 N/A
Sep 19, 2024 Mitsui Financial Grou Sumitomo N/A Purchase 9.25M $59.67 $551.77M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Morgan Stanley - Brokerage Accounts 22.96M Mar 31, 2026 0.36% $0.03 6.58%
FMR Inc 12.57M Mar 31, 2026 0.20% $0.01 2.63%
The Goldman Sachs Group Inc 10.71M Mar 31, 2026 0.17% $0.02 -2.69%
BlackRock Inc 7.68M Mar 31, 2026 0.12% $0.00 7.32%
Northern Trust Corp 6.19M Mar 31, 2026 0.10% $0.02 1.49%
Clark Capital Management Group Inc 3.78M Mar 31, 2026 0.06% $0.46 -7.88%
Fisher Asset Management, LLC 3.20M Mar 31, 2026 0.05% $0.02 94.11%
Dimensional Fund Advisors, Inc. 3.09M Mar 31, 2026 0.05% $0.01 7.59%
American Century Companies Inc 3.01M Mar 31, 2026 0.05% $0.03 28.42%
Wells Fargo & Co 2.16M Mar 31, 2026 0.03% $0.01 0.41%
Bank of America Corp 1.85M Mar 31, 2026 0.03% $0.00 20.90%
Renaissance Technologies Corp 1.75M Mar 31, 2026 0.03% $0.05 -9.11%
Ferguson Wellman Capital Management, Inc 1.71M Mar 31, 2026 0.03% $0.46 0.00%
Quantinno Capital Management LP 1.62M Mar 31, 2026 0.03% $0.05 17.89%
Capital Wealth Planning, LLC 1.31M Mar 31, 2026 0.02% $0.14 20.55%
Causeway Capital Management LLC 1.27M Mar 31, 2026 0.02% $0.31 7.64%
Jane Street Group LLC 1.24M Mar 31, 2026 0.02% $0.00 -5.60%
Charles Schwab Investment Management Inc 1.09M Mar 31, 2026 0.02% $0.00 22.98%
JPMorgan Chase & Co 918.32K Mar 31, 2026 0.01% $0.00 29.15%
Massachusetts Financial Services Company 854.60K Mar 31, 2026 0.01% $0.01 16.04%

Shares Statistics

Shares Outstanding: 6.35B
Shares Float: 3.81B
% Insiders: 0.30%
% Institutions: 195.80%
Short % Float: 0.17%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Russell Investments Core Equity SMA 12.43M 0.20% ▼ 15.72% Mar 31, 2026
2 Clark Navigator International Equity/ADR 3.80M 0.06% ▲ 0.65% Apr 30, 2026
3 Avantis International Equity ETF 2.44M 0.04% ▲ 0.00% Apr 30, 2026
4 Amplify CWP International Enh Div IncETF 1.39M 0.02% ▲ 0.00% Apr 30, 2026
5 Dimensional International Value ETF 1.04M 0.02% ▲ 0.00% Apr 30, 2026
6 Dimensional International Cr Eq Mkt ETF 884.88K 0.01% ▲ 0.00% Apr 30, 2026
7 Invesco International Div Achiev ETF 619.31K 0.01% ▲ 0.00% Apr 30, 2026
8 Dimensional All Country ex US LgCap Core 606.19K 0.01% ▲ 30.61% Mar 31, 2026
9 Dimensional International Core Eq 2 ETF 512.66K 0.01% ▲ 0.00% Apr 30, 2026
10 Avantis International Large Cap Val ETF 331.13K 0.01% ▲ 0.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $-44,793.57B
Trailing P/E: 14.82
Forward P/E: 13.28

Financial Highlights

Market Cap: $145.94B
P/E Ratio: $14.82
PEG Ratio: $1.95
Book Value: $15.38
Dividend/Share: $157.00
Dividend Yield: 2.40%
Earnings/Share: $1.55
Profit Margin: 26.13%
Operating Margin: 26.92%
ROA (TTM): 0.51%
ROE (TTM): 9.78%
Revenue (TTM): $6,058.30B
Revenue/Share (TTM): $946.01
Earnings Growth (YOY): 14.10%
Revenue Growth (YOY): 21.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2026-03-31 2.76x 3.68x 0.95x 0.50x 21.65x
2025-03-31 0.45x 3.96x 0.95x 0.37x 29.43x
2024-03-31 1.31x 2.34x 0.95x 0.31x 20.95x
2023-03-31 14.88x 3.64x 0.95x 0.53x 33.78x
2022-03-31 38.12x 2.65x 0.95x 2.45x 27.42x
2021-03-31 11.05x 2.68x 0.95x 1.30x 35.28x
2020-03-31 0.59x 4.14x 0.95x 0.75x 39.78x
2019-03-31 46.16x 2.27x 0.94x 0.77x 17.25x
2018-03-31 27.06x 1.77x 0.94x 2.30x 12.98x
2017-03-31 21.23x 1.60x 0.94x 2.85x 12.96x
2016-03-31 22.94x 2.22x 0.94x 2.96x 13.88x
2015-03-31 12.59x 1.02x 0.94x 4.09x 5.92x
2014-03-31 9.76x 0.86x 0.94x 4.68x 4.00x
2013-03-31 9.68x 0.72x 0.94x 3.74x 3.23x
2012-03-31 6.69x 0.42x 0.95x 3.86x 1.75x
2011-03-31 6.03x 0.31x 0.95x 3.81x 1.40x
2010-03-31 10.11x 1.42x 0.94x 3.93x 10.93x
2009-03-31 8.64x 1.04x 0.96x 0.95x 191.08x
2008-03-31 9.89x 0.75x 0.95x 1.91x 1.81x
2007-03-31 19.69x 0.59x 0.95x 1.92x 1.74x
2006-03-31 7.03x 1.81x 0.95x 2.96x 5.51x
2005-03-31 188.96x 0.15x 0.96x 0.54x 2.21x
2004-03-31 250.63x 0.11x 0.96x 2.17x 0.49x
2003-03-31 399.12x 0.10x 0.97x 2.50x 0.22x
2002-03-31 2.50x 0.40x 0.96x 1.90x 0.85x
2001-03-31 2.54x 0.52x 0.95x 1.29x 2.02x
2000-03-31 4.64x 0.21x 0.95x 1.19x 0.52x

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