SUMITOMO MITSUI FINANCIAL GROUP, INC.
In the published model solve dated 2026-Q2, anchored at $25.38, SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG) is priced for more than 14.2% 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 positive policy rate in Japan shows up directly in the accounts: total operating income rose 26% to ¥4,841,783 million for the year ended March 31, 2026, with net interest income contributing ¥318,251 million of that increase [Source: SMFG FY2026 Form 20-F]. • The domestic mortgage book is moving the other way, with housing loan balances of ¥10,857,602 million at March 31, 2026 against ¥11,120,139 million a year earlier, so the rate tailwind is doing its work on a loan book that is not growi
Is SMFG overvalued? See what's priced in →
435 institutional managers reported holding SMFG in 13F filings for the quarter ended 2026-03-31. Together they hold about 3% of the company; the top 10 hold 2%. 56 opened new positions that quarter. Held by Morgan Stanley, FMR (Fidelity), Goldman Sachs, among others. On the short side, 8.5M shares were sold short as of the 2026-06-15 count, about 0.2% of shares outstanding (4.2 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.
SMFG's share count grew 185.1% over the past five years. It pays a dividend, and has paid one every year in our records (10 and counting). Cash returned over the past three years: $7.50B in dividends.
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
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.