Mitsubishi UFJ Financial Group, Inc.
In the published model solve dated 2026-Q2, anchored at $22.41, Mitsubishi UFJ Financial Group, Inc. (MUFG) is priced for more than 17.4% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 8, 2026 from SEC EDGAR filings.
• A 425.58 trillion yen balance sheet sits about three fifths in Japan, with 18.8% of assets tied to the United States and another 10.1% to Asia and Oceania outside Japan, so two rate cycles run through one income statement. • Provision for credit losses nearly doubled to 226.2 billion yen in the year to March 2026, and the annual filing traces the increase mainly to ⟦a large borrower in the foreign manufacturing sector⟧, which makes it an event more than a trend. • The Bank of Japan has been li
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532 institutional managers reported holding MUFG in 13F filings for the quarter ended 2026-03-31. Together they hold about 3% of the company; the top 10 hold 2%. 62 opened new positions that quarter. Held by Fisher Investments, Goldman Sachs, Northern Trust, among others. On the short side, 6.8M shares were sold short as of the 2026-06-15 count, about 0.1% of shares outstanding (2.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MUFG has cut its share count 9.4% over the past five years, spending $11.95B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $0.30 a share annually. Cash returned over the past three years: $9.35B in dividends and $6.25B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 8, 2026
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