NYSE$NMR

Nomura Holdings Inc · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Nomura posts record FY2025/26 net income of ¥362.1bn as ROE hits 10.1% for second straight year

Nomura Holdings reported fourth-quarter FY2025/26 results under US GAAP for the period ended March 31, 2026. Q4 net revenue rose 5% quarter over quarter to ¥577.2 billion, while net income fell 19% QoQ to ¥73.9 billion and diluted EPS was ¥24.34. For the full fiscal year, net revenue grew 15% to a record ¥2,167.7 billion, net income rose 6% to a record ¥362.1 billion, and diluted EPS increased 7% to ¥118.99. ROE reached 10.1%, meeting the firm's 2030 Vision quantitative target for a second consecutive year. Wealth Management and Wholesale drove earnings with record segment income before taxes, while Investment Management AUM rose more than 50% to about ¥137 trillion. The board declared a year-end dividend of ¥24 per share, bringing the annual dividend to ¥51 with a 41% payout ratio.

  • Full-year net income of ¥362.1 billion and ROE of 10.1% both set record highs for Nomura for the second straight year.
  • Q4 net revenue of ¥577.2 billion rose 5% QoQ, but net income of ¥73.9 billion fell 19% QoQ on lower affiliate profits and an Investment Management impairment.
  • Wealth Management recurring revenue hit an all-time high in Q4 and full-year income before taxes reached ¥204.0 billion, up 23% YoY.
  • Wholesale delivered record full-year net revenue of ¥1,162.2 billion and Investment Management AUM climbed to ¥136.9 trillion at fiscal year-end.
  • Shareholder returns included an annual dividend of ¥51 per share at a 41% payout ratio.

Headline financials

Total Revenue

¥577B

Previous: ¥3.3B+17412.1%
EPS (adj)

¥24.34

Previous: ¥0.22+10963.6%
Return on equity

10.1%

No prior period
Recurring revenue assets

30

No prior period
Net Income

¥73.9B

No prior period
Operating Income

¥108B

No prior period

Revenue & EPS history

Nomura · Revenue · Quarterly

¥577B

Q3 2026+17,412.1%vs Q3 2025
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Revenue by segment

Nomura · ¥542B total across 4 segments · Q3 2026

  • Wholesale
    ¥308B
  • Wealth Management
    ¥133B
  • Investment Management
    ¥86.2B
  • Banking
    ¥14.5B

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-0.0%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

54%

35 / 65 earnings

Positive

+11.7%

Q1 2017

Best reaction

-11.1%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-4.4%-5.3%-1.9%
Q2 2026+2.1%+0.6%+7.9%
Q1 2026+4.9%+0.0%+9.4%
Q3 2025+7.0%+5.9%+0.8%
Q2 2025+1.5%+9.3%+17.4%
Q1 2025+5.8%-10.6%-1.4%
Q1 2024-9.1%-9.5%-1.0%
Q4 2024+1.7%-4.1%+2.9%
Q3 2024+6.0%+5.4%+12.1%
Q2 2024+4.0%+7.1%+8.2%
Q1 2023-2.9%+4.0%-6.9%
Q4 2023-6.2%-8.0%-9.3%
Q3 2023-0.2%+0.2%+1.2%
Q2 2023-8.5%+0.6%+11.9%
Q4 2022-5.4%-3.6%+0.0%
Q3 2022+7.2%+6.3%+0.2%
Q2 2022-8.4%-9.0%-13.7%
Q1 2022-3.2%-4.7%-4.5%
Q4 2021+2.2%+1.7%+4.7%
Q3 2021+5.8%+10.7%+13.5%
Q2 2021-4.3%-1.1%+10.3%
Q1 2021+4.6%+5.9%+13.7%
Q4 2020-1.7%-5.4%+13.6%
Q3 2020-1.0%-4.2%-14.6%
Q2 2020+1.1%-0.9%+9.0%
Q1 2020+7.2%+8.7%+26.9%
Q4 2019+1.4%+2.7%-13.0%
Q3 2019-4.2%-1.0%-2.5%
Q2 2019-2.7%-1.9%-7.3%
Q1 2019-7.1%-7.3%-11.0%
Q4 2018-1.9%-3.6%-9.4%
Q3 2018-3.7%-4.7%-7.8%
Q2 2018-4.2%-3.1%-1.0%
Q1 2018+0.2%-1.0%-6.4%
Q4 2017-3.5%-1.8%-3.0%
Q3 2017+2.4%+6.5%+5.8%
Q2 2017+5.3%+5.8%+14.5%
Q1 2017+11.7%+4.5%+12.2%
Q4 2016-11.1%
Q3 2016-8.6%
Q2 2016-2.8%
Q1 2016+1.8%
Q4 2015-2.4%
Q2 2015+5.6%
Q3 2015+0.2%
Q1 2015-2.0%
Q4 2014-1.2%
Q2 2014+0.5%
Q3 2014+0.0%
Q1 2014+2.2%
Q4 2013+2.2%
Q2 2013+1.0%
Q3 2013+0.2%
Q4 2012+4.8%
Q1 2013+3.5%
Q2 2012+1.0%
Q4 2008-1.4%
Q4 2011-1.4%
Q1 2012+0.8%
Q2 2010+1.4%
Q3 2011+1.4%
Q2 2011-1.1%
Q4 2009+2.7%
Q4 2010+2.7%
Q1 2011-3.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro