MUFG
Mitsubishi UFJ Financial Group, Inc.15.76
-0.63-3.84%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q2 '26
Q&A details upgrade drivers, CET1
Q&A unpacked the modest JPY100B net income upgrade to JPY2.1T, pinning it on customer NOP outperformance (+JPY30B FY), one-offs like JACCS/Tidlor (JPY40B), and FX/weaker yen (JPY30B), while flagging 2H drags from strong yen, weighted treasury gains, and strategic expenses on EMUTO/AI. CET1 outlook tightened to 10-10.5% year-end amid buybacks and RWA growth. Fees poised to grow via GCIB O&D, MBO/LBOs, and acquisitions (JPY48B effect); private credit exposure minimal. No surprises. Management ties inorganic bids to 12% ROE contribution. Watch 2H markets policy and expense leverage.
Key Stats
Market Cap
179.19BP/E (TTM)
14.87Basic EPS (TTM)
1.06Dividend Yield
4.51%IPO
Website
Employees
Sector
Industry
C
Citigroup, Inc.
111.28-1.52
CFG
Citizens Financial Group, Inc.
58.14-0.30
HSBC
HSBC Holdings, plc.
74.66-0.62
MFG
Mizuho Financial Group, Inc. Sp
7.38-0.21
MOFG
MidWestOne Financial Group, Inc
41.51-0.15
PNC
PNC Financial Services Group, I
209.98-0.91
RSHGY
Resona Holdings, Inc.
20.02+0.03
SMFG
Sumitomo Mitsui Financial Group
19.16-0.47
UBS
UBS Group AG Registered
44.80+2.11
UMBF
UMB Financial Corporation
119.03-0.08