OakChart

Nomura Holdings Inc ADR

NMRFinancial·Capital Markets·Japan·Large·NYSE·Nov 11 • 3:59 PM ET

9.69+0.18 (1.89%)
2026-11-12 02:35 CET
Market cap
28,319.90 USD m
Revenue, TTM
32,613.98 USD m
Net income, TTM
2,630.24 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
0.87
P/E
11.11
Compare

Price

NMR against its 20, 50 and 200-day averages
2050200beat
8.009.0010.0011.001.3M2.6MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26NMRclose 9.6920-day 9.3350-day 9.77200-day 9.029.6952w high

11.4% under the 52-week high of 10.94 on 11 Sep 2026. 52-week low 6.88 on 18 Nov 2025. Last 15 sessions, 11.8% high to low

Volume 1.34× normal · the line is the 50-bar volume average

Profile

NMR
52-week range, 69% of the way up
6.8810.94

Nomura Holdings, Inc. operates as a holding company which provides investment and financial services. It operates through the following segments: Wealth Management Division, Investment Management Division, Wholesale Division, and Banking Division. The Wealth Management Division segment offers comprehensive asset management services that meet the diverse needs of individual and corporate clients through its network of retail offices and digital channels. The Investment Management Division provides various investment products and services, including investment trusts, discretionary investment services, and private funds to individual investors and Japanese and overseas institutional investors such as pension funds and financial institutions. The Wholesale division offers a diverse product suite to clients across Fixed Income, Equities and Investment Banking and International Wealth Management, catering to the sophisticated needs of clients globally. The Banking division comprises of Nomura Trust and Banking (NTB) and Nomura Bank (Luxembourg) (NBL), which provides trust banking services to clients originating from the securities company. The company was founded by Tokushichi Nomura on December 25, 1925 and is headquartered in Tokyo, Japan.

Employees28677
IPODec 17, 2001
Beta0.82
ATR, 14d0.24
Rel volume1.34
Short float0.05%
Insider own0.00%
Inst own3.04%

Snapshot

6 groups

Valuation

Index-
Market Cap28.32B
Enterprise Value233.11B
Income2.63B
Sales32.61B
Book/sh8.22
Cash/sh13.22
Dividend Est.0.41 (4.26%)
Dividend TTM0.32 (3.31%)
Dividend Ex-DateMar 31, 2026
Dividend Gr. 3/5Y42.60% 0.00%
Payout36.75%
Employees28677
IPODec 17, 2001

Ratios

P/E11.11
Forward P/E9.60
PEG0.86
P/S0.87
P/B1.18
P/C0.73
P/FCF-
EV/EBITDA54.21
EV/Sales7.15
Quick Ratio1.41
Current Ratio1.41
Debt/Eq10.09
LT Debt/Eq5.29
Option/ShortYes / Yes

Earnings

EPS (ttm)0.87
EPS next Y1.01
EPS next Q0.22
EPS this Y31.22%
EPS next Y-0.46%
EPS next 5Y11.16%
EPS past 3/5Y51.38% 10.83%
Sales past 3/5Y19.88% 15.72%
EPS Y/Y TTM6.99%
Sales Y/Y TTM5.82%
EPS Q/Q5.08%
Sales Q/Q5.46%
EarningsOct 28 AMC
EPS/Sales Surpr.12.62% -6.49%

Ownership

Insider Own0.00%
Insider Trans-
Inst Own3.04%
Inst Trans0.82%
ROA0.63%
ROE11.05%
ROIC1.74%
Gross Margin41.83%
Oper. Margin11.72%
Profit Margin8.06%
SMA203.83%
SMA50-0.78%
SMA2007.41%
Trades-

Technical

Shs Outstand2.92B
Shs Float2.92B
Short Float0.05%
Short Ratio1.67
Short Interest1.35M
52W High10.94 -11.43%
52W Low6.88 40.84%
Volatility2.62% 2.03%
ATR (14)0.24
RSI (14)55.18
Beta0.82
Rel Volume1.34
Avg Volume807.75K
Volume1,086,153

Performance

Perf Week-1.02%
Perf Month1.15%
Perf Quarter-3.10%
Perf Half Y19.78%
Perf YTD15.49%
Perf Year34.58%
Perf 3Y139.85%
Perf 5Y120.73%
Perf 10Y83.52%
Recom2.11
Target Price11.02
Prev Close9.51
Price9.69
Change %1.89%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Jun 25, 2026UpgradeBBofA SecuritiesNeutral → Buy$10.20+5.3%
Oct 22, 2024ResumedBBofA SecuritiesNeutral
Aug 29, 2024ResumedJJP MorganNeutral
Jan 25, 2024UpgradeBBofA SecuritiesNeutral → Buy
Jan 25, 2023DowngradeJJefferiesBuy → Hold
Mar 30, 2021DowngradeGGoldmanBuy → Neutral
Mar 29, 2021DowngradeJJP MorganNeutral → Underweight
Mar 09, 2021UpgradeGGoldmanNeutral → Buy
Jun 26, 2020UpgradeGGoldmanSell → Neutral
Jul 31, 2019UpgradeJJP MorganUnderweight → Neutral

Peers

Mkt cap
TickerCompanyMkt cap
GSGoldman Sachs Group Inc267.32B
MSMorgan Stanley297.93B
JEFJefferies Financial Group Inc10.98B
MFGMizuho Financial Group Inc ADR122.39B
UBSUBS Group AG149.63B
DBDeutsche Bank AG67.86B
BCSBarclays plc ADR76.95B
MUFGMitsubishi UFJ Financial Group Inc ADR246.95B
SMFGSumitomo Mitsui Financial Group Inc ADR156.31B
EVREvercore Inc11.32B

Insider trading

latest 14 of 19
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Willcox Christopher PaulSee RemarksApr 27 '26Option Exercise0.009,900019,640Apr 28 08:56 AM
Nakajima YutakaSee RemarksApr 27 '26Option Exercise0.009,9000687,440Apr 28 08:26 AM
Okuda KentaroSee RemarksApr 27 '26Option Exercise0.0057,8000555,897Apr 28 08:20 AM
Ozaki YukikoSee RemarksApr 27 '26Option Exercise0.004,900022,386Apr 28 08:19 AM
Kitamura TakumiSee RemarksApr 27 '26Option Exercise0.009,1000148,863Apr 28 08:14 AM
Sugiyama GoSee RemarksApr 27 '26Option Exercise0.0027,800066,736Apr 28 08:11 AM
Minami NaotakaSee RemarksApr 27 '26Option Exercise0.004,000031,065Apr 28 08:02 AM
Iiyama ToshiyasuSee RemarksApr 27 '26Option Exercise0.00107,3000351,106Apr 28 07:44 AM
Kato SotaroSee RemarksApr 27 '26Option Exercise0.0042,300085,257Apr 28 07:41 AM
Tobari AkihitoSee RemarksApr 27 '26Option Exercise0.0017,1000111,568Apr 28 06:51 AM
Koike HiroyasuSee RemarksApr 27 '26Option Exercise0.0010,0000117,729Apr 28 06:45 AM
Mori TakakoSee RemarksApr 27 '26Option Exercise0.007,900026,704Apr 28 06:41 AM
Hori AkioSee RemarksApr 27 '26Option Exercise0.006,100062,134Apr 28 06:35 AM
Moriuchi HiroyukiSee RemarksApr 27 '26Option Exercise0.009,200035,052Apr 28 06:28 AM

Held by

AUM
TickerCompanyAUM
BFLXiShares Flexible Equity Active ETFAUM: 2.15B
DFIVDimensional International Value ETFAUM: 22.39B
DFAIDimensional International Core Equity Market ETFAUM: 18.32B
DFICDimensional International Core Equity 2 ETFAUM: 15.45B
BDYNiShares Dynamic Equity Active ETFAUM: 3.07B
DFAXDimensional World ex U.S. Core Equity 2 ETFAUM: 12.02B
APIEActivePassive International Equity ETFAUM: 1.13B
DFSIDimensional International Sustainability Core 1 ETFAUM: 1.19B
GINXSGI Enhanced Global Income ETFAUM: 107.03M
GENWGenter Capital International Dividend ETFAUM: 4.89M

News

latest 14 of 100

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q22026-10-280.2250.2000.2253,8494,1161
2026Q12026-07-290.3130.2380.3034,3103,4942
2025Q42026-04-240.1590.2180.1553,6253,3742
2025Q32026-01-300.2000.2170.1963,5443,3152
2025Q22025-10-280.2060.1730.2073,393-1
2025Q12025-07-290.2360.2530.2363,5143,0131
2024Q42025-04-250.1710.1790.1543,169-1
2024Q32025-02-050.2260.1420.2173,3093,1231
2024Q22024-11-010.2190.1420.2163,1803,1601
2024Q12024-07-300.155-0.1443,0202,655-
2023Q32024-01-310.115-0.1092,7362,392-
2023Q22023-10-270.0780.0780.0782,4682,4581
2023Q12023-08-010.0540.1010.0542,4332,4691
2022Q42023-04-260.019-0.0172,409-2
2022Q32023-02-010.1730.1520.1523,0662,6512
2022Q22022-11-020.0380.0730.0392,1462,1672

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2019FY0.6300.7370.60911,97812,127
2020FY0.4600.6550.45912,87212,786
2021FY0.3640.5430.40310,62811,380
2022FY0.2300.3670.2209,95810,301
2023FY0.3510.3590.3659,9699,962
2024FY0.8070.7060.72913,24812,036
2025FY0.7730.8240.77313,61413,191
2026FY-1.014--15,690
2027FY-1.010--15,675
2028FY-1.062--16,099
2029FY-1.273--16,938
2030FY-1.352--17,634

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-11-042013,8103,4864,135
2026Q3S2026-10-291004,1354,1354,135
2026Q3S2026-10-281004,1354,1354,135
2026Q3S2026-10-171004,1354,1354,135
2026Q3S2026-09-222003,9653,7964,135
2026Q3S2026-08-282103,9653,7964,135
2026Q3S2026-07-301103,7963,7963,796
2026Q3S2026-07-091103,7963,7963,796
2026Q3S2026-06-081003,5813,5813,581
2026Q3S2026-04-301103,5813,5813,581
2026Q3S2026-04-271103,5473,5473,547
2026Q3S2026-03-251103,5473,5473,547
2026Q3S2026-02-021003,2593,2593,259
2026Q3S2026-01-211003,2593,2593,259

Estimate history

EPS, annual0.559-0.270.6090.4590.4030.220.3650.7290.790.8718
Period201720182019202020212022202320242025TTM
EPS, quarterly0.2160.2170.1540.2360.2070.1960.1550.3030.217
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual17386.4416599.32117966.00715218.55314185.8418327.48128784.9731070.72231577.54432613.98
Period201720182019202020212022202320242025TTM
Sales, quarterly8319.5287861.4547082.1438000.2667876.5447969.9047729.6078607.9498306.519
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual3392.9373310.8013038.5873063.1553017.8043003.6792970.7552956.2112901.3372922.591
Period201720182019202020212022202320242025MRQ
Shares, quarterly2955.0252955.7122956.2112952.4982933.612933.8552901.3372922.5922922.591
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue32,613.9831,577.5431,070.7228,784.9718,327.4814,185.8415,218.5517,966.0116,599.32
Total Expenses28,793.2527,995.2727,974.8726,891.1617,253.8212,169.0013,072.8115,674.4916,890.94
Operating Income3,820.733,582.283,095.851,893.811,073.662,016.842,145.752,291.52-291.62
Unusual Expense-0.000.000.000.000.000.000.001.68
Net Income Before Taxes3,820.733,582.283,095.851,896.291,103.432,016.842,174.812,283.37-340.03
Income Taxes1,070.851,097.86818.03669.12426.67712.76662.56265.75514.17
Consolidated Net Income2,749.892,484.422,277.821,227.17676.761,304.071,512.262,017.62-854.20
Net Income From Continuing Operations2,630.242,403.112,235.061,148.53684.961,272.601,443.611,995.83-905.89
Net Income2,630.242,403.112,235.061,148.53684.961,272.601,443.611,995.83-905.89
EPS (Recurring)0.880.790.730.360.220.400.460.61-0.27
EPS (Basic, Before Extraordinaries)0.900.820.760.380.230.420.470.62-0.27
EPS (Diluted)0.870.790.730.360.220.400.460.61-0.27
Non-Operating Income (Expense)0.000.000.002.4829.770.0029.07-8.15-46.73
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-184.73193.35170.92180.37-184.8081.00136.50
Price To Earnings Ratio11.1111.118.8123.9317.1910.3611.347.21-
Price To Sales Ratio0.900.760.610.700.650.941.110.780.73
Gross Margin41.8339.4634.9132.7946.3675.2375.7957.2953.33
Operating Margin11.7211.349.966.585.8614.2214.1012.75-1.76
Net Margin8.067.617.193.993.748.979.4911.11-5.46
Shares Outstanding2,922.592,901.342,956.212,970.763,003.683,017.803,063.163,038.593,310.80
Market Capitalization28,319.9028,319.9018,177.6219,352.5811,406.8812,726.5516,397.7913,201.5611,874.68

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue8,306.528,607.957,729.617,969.907,876.548,000.277,082.147,861.45
Total Expenses7,377.197,280.477,043.347,092.256,949.686,891.586,440.806,954.00
Operating Income929.331,327.48686.26877.66926.871,108.69641.34907.45
Unusual Expense0.00-0.000.000.000.000.000.00
Net Income Before Taxes929.331,327.48686.26877.66926.871,108.69641.34907.45
Income Taxes260.84347.75198.24264.00277.10365.28155.97224.02
Consolidated Net Income668.49979.73488.02613.65649.77743.41485.38683.43
Net Income From Continuing Operations651.35913.45471.22594.23624.57723.29472.23665.71
Net Income651.35913.45471.22594.23624.57723.29472.23665.71
EPS (Recurring)0.220.300.160.200.210.240.150.22
EPS (Basic, Before Extraordinaries)0.220.310.160.200.210.240.160.23
EPS (Diluted)0.220.300.160.200.210.240.150.22
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio11.1111.079.9710.328.849.018.819.82
Price To Sales Ratio0.900.820.760.820.710.650.610.56
Gross Margin40.6043.0639.7039.1538.9540.0436.3937.00
Operating Margin11.1915.428.8811.0111.7713.869.0611.54
Net Margin7.8410.616.107.467.939.046.678.47
Shares Outstanding2,922.592,922.592,901.342,933.852,933.612,952.502,956.212,955.71
Market Capitalization28,319.9025,473.6822,556.3324,612.9921,464.6019,451.8618,177.6217,109.57

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments31,481.1233,882.9131,617.8331,781.2529,964.9234,309.2932,432.6126,890.8325,106.57
Short Term Receivables59,983.6949,811.6445,153.2439,125.3641,200.4337,488.2147,398.5735,072.8536,438.17
Investment Securities9,333.996,943.795,663.835,892.897,688.738,031.486,981.617,265.667,963.67
Securities In Custody3,173.322,559.722,196.062,018.121,370.563,619.682,688.802,553.702,830.95
Investments274,548.80274,414.36267,828.72267,694.29264,529.42287,002.64303,468.43286,061.08293,375.02
Investment in Unconsolidated Affiliates3,365.403,386.313,052.743,024.163,001.293,297.673,405.503,941.093,836.71
Net Property, Plant & Equipment3,418.492,918.642,965.313,488.743,452.504,203.164,080.523,156.393,187.44
Deferred Tax Assets262.61168.68160.26170.15128.211,716.71124.41135.75151.72
Other Intangible Assets8,209.225,759.945,742.755,748.646,333.625,095.696,995.075,067.096,460.46
Total Assets393,776.64379,845.99364,380.74358,943.59357,669.67384,764.52407,575.52370,144.45379,350.70
Total Customer Deposits0.000.000.000.000.000.000.000.000.00
Total Debt230,932.10230,385.59218,880.99211,120.08206,302.56221,163.06255,712.51231,331.74236,066.02
Long Term Debt112,743.89102,117.0290,269.4089,544.4787,022.2280,124.5876,641.2976,859.3780,243.06
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities922.16761.13-------
Other Liabilities137,691.34124,752.51122,713.98123,598.23126,874.40138,656.21126,562.98114,592.69116,958.18
Total Liabilities369,545.60355,899.23341,594.97334,718.31333,176.96359,819.27382,275.49345,924.43353,024.19
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity23,306.7323,210.3722,136.1123,657.4324,013.2224,388.5824,579.3823,770.7125,851.62
Total Shareholders Equity23,306.7323,210.3722,136.1123,657.4324,013.2224,388.5824,579.3823,770.7125,851.62
Accumulated Minority Interest924.30736.39649.67567.85479.49556.68720.64449.31474.88
Total Equity24,231.0323,946.7622,785.7724,225.2824,492.7124,945.2625,300.0224,220.0226,326.51
Total Liabilities & Stockholders Equity393,776.64379,845.99364,380.74358,943.59357,669.67384,764.52407,575.52370,144.45379,350.70
Book Value Per Share8.037.857.457.887.967.968.097.187.62
Tangible Book Value Per Share7.417.817.397.797.907.908.037.137.34
Full-Time Employees28,67727,24226,85026,77526,58526,40226,62927,86428,048
Price to Book Ratio1.180.800.830.480.530.670.530.490.79
Return on Assets0.620.600.320.190.340.360.51-0.240.52
Return on Equity10.339.865.022.875.265.908.26-3.657.78
Return on Invested Capital1.771.781.020.611.151.381.97-0.901.87
Quick Ratio1.361.321.291.311.251.171.201.201.13
Current Ratio1.361.321.291.311.251.171.201.201.13

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-2,744.722,788.281,722.521,020.261,221.782,076.761,824.87768.73
Extraordinary Item-0.000.000.000.000.000.000.000.00
Changes in Working Capital--10,381.97-17,016.72-687.80-4,135.5811,024.5916,048.31-23,154.491,830.34
Income Taxes Payable-170.44126.17490.90-314.50-334.97525.26-25.6374.33
Cash from Operating Activities--7,637.25-14,228.431,034.72-3,115.3212,246.3718,125.07-21,329.632,599.08
Capital Expenditures--2,347.95-1,246.12-1,009.49-1,263.56-990.79-1,130.21-1,901.53-2,877.87
Net Assets From Acquisitions--1,825.010.00-3.160.000.00-105.14-0.640.00
Sale of Fixed Assets and Businesses-1,557.51913.21775.23594.98845.32468.031,924.082,371.17
Purchase or Sale of Investments--3,372.276,173.601,897.43-2,344.33-18,372.16-9,497.7222,065.98-31,863.64
Purchase of Investments--9,302.80-5,400.88-4,812.96-4,359.31-21,865.72-49,155.37-4,403.10-42,046.51
Sale Or Maturity of Investments-5,930.5311,574.486,710.392,014.983,493.5639,657.6526,469.0810,182.87
Other Uses--52,841.69-40,132.78-31,237.880.00-52,656.630.00-13,764.89-84.26
Other Sources-47,641.3337,273.7725,922.656.9846,522.706.9310,478.780.00
Cash from Investing Activities--12,061.692,130.07-3,655.23-3,630.23-24,658.76-11,041.7919,195.36-33,107.95
Cash Dividends Paid--1,192.78-738.21-416.61-422.71-629.32-719.92-537.28-428.18
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Change in Capital Stock--670.75-377.79-416.00-182.51-352.771.92-1,377.08-463.59
Repurchase of Common Pref Stock--673.55-387.05-422.60-182.54-352.87-0.10-1,379.70-466.41
Sale of Common Pref Stock-2.809.266.600.030.102.032.622.82
Proceedsfrom Stock Options-2.809.266.600.030.102.032.622.82
Issuance or Reduction of Debt, Net-19,019.6010,674.404,887.537,108.077,669.41-17,508.906,434.2923,462.90
Change in Long Term Debt-9,490.546,542.226,453.448,173.6111,409.71-6,398.442,639.454,871.88
Issuance of Long Term Debt-30,605.3528,431.3921,618.5517,256.2935,048.9319,452.8624,242.8620,281.88
Reduction of Long Term Debt--21,114.81-21,889.17-15,165.11-9,082.67-23,639.22-25,851.30-21,603.42-15,410.00
Net Financing Active Other Cash Flow-1,794.824,488.04235.012,130.982,833.73-26.192,511.572,076.97
Other Financing Activities Uses--775.83-663.70-509.60-277.79-482.02-367.71-823.74-216.20
Cash from Financing Activities-18,950.9214,046.414,289.938,633.839,521.05-18,253.087,031.5024,648.11
Exchange Rate Effect-924.49-170.681,527.681,096.631,332.20574.03-250.88403.52
Net Change in Cash-176.471,777.373,197.112,984.91-1,559.15-10,595.774,646.35-5,457.24
Free Cash Flow--9,985.20-15,474.5525.23-4,378.8811,255.5716,994.86-23,231.15-278.80
Price to Free Cash Flow-----1.251.04--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments38,649.7734,080.4031,481.1235,683.3043,568.3338,444.49
Short Term Receivables70,014.5362,838.9759,983.6952,563.2454,002.6451,822.69
Investments290,444.67293,429.41274,548.80281,722.40287,909.90287,618.15
Investment in Unconsolidated Affiliates3,475.393,351.143,365.403,440.603,499.183,522.49
Net Property, Plant & Equipment4,424.273,462.073,418.493,293.582,994.752,872.87
Deferred Tax Assets--262.61-213.33-
Other Intangible Assets14,372.2015,144.328,209.2211,964.468,026.5812,350.67
Total Assets429,453.03419,775.48393,776.64395,133.32408,759.86402,236.75
Total Customer Deposits0.000.000.000.000.000.00
Total Debt242,485.09240,321.69230,932.10225,847.44237,508.16235,771.59
Long Term Debt127,189.53126,935.86112,743.89116,651.52120,929.68117,792.02
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities--922.16-842.43-
Other Liabilities161,984.57154,880.88137,691.34144,949.59145,974.44141,618.67
Total Liabilities404,469.65395,202.57369,545.60370,797.03384,325.02377,390.26
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity24,025.9123,591.9123,306.7323,297.8223,599.4424,064.62
Total Shareholders Equity24,025.9123,591.9123,306.7323,297.8223,599.4424,064.62
Accumulated Minority Interest957.46981.01924.301,038.47835.40781.87
Total Equity24,983.3824,572.9124,231.0324,336.2924,434.8424,846.49
Total Liabilities & Stockholders Equity429,453.03419,775.48393,776.64395,133.32408,759.86402,236.75
Book Value Per Share8.228.078.037.948.048.15
Tangible Book Value Per Share8.228.077.417.947.878.15
Full-Time Employees--28,677---
Price to Book Ratio1.181.090.991.040.890.84
Return on Assets0.630.630.620.620.610.65
Return on Equity11.0510.9310.3810.4910.6511.06
Return on Invested Capital0.430.610.350.420.430.51
Quick Ratio1.411.411.361.411.381.41
Current Ratio1.411.411.361.411.381.41

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1

Revenue breakdown

Americas2024: 3.86B 2025: 4.44B
Asia Pacific2024: 404.85M 2025: 984.51M
Europe2024: 2.46B 2025: 1.73B
Japan2024: 5.68B 2025: 7.22B
All Other And Eliminations2024: 1.07B 2025: 1.31B
Banking2024: 309.37M 2025: 357.66M
Consolidation, Policy2024: -10.16M 2025: 54.87M
Investment Management2024: 1.26B 2025: 1.71B
Wealth Management2024: 2.84B 2025: 3.24B
Wholesale2024: 6.94B 2025: 7.71B

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-300.05%1.4M2922.5M760.43K
2026-10-150.04%1.1M2922.5M751.04K
2026-09-300.06%1.7M2922.5M833.06K
2026-09-150.04%1.1M2922.5M942.10K
2026-08-310.05%1.4M2922.5M1.05M
2026-08-140.06%1.7M2922.5M1.20M
2026-07-310.07%1.9M2922.5M1.31M
2026-07-150.06%1.7M2901.2M1.47M
2026-06-300.05%1.5M2901.2M1.58M
2026-06-150.06%1.7M2901.2M1.75M
2026-05-290.07%2.1M2901.2M1.98M
2026-05-150.07%2.2M2901.2M1.98M
2026-04-300.10%2.8M2901.2M2.03M
2026-04-150.09%2.5M2858.7M1.99M
2026-03-310.10%2.9M2858.7M1.86M
2026-03-130.07%2.1M2858.7M1.60M
2026-02-270.10%2.7M2858.7M1.25M
2026-02-130.09%2.7M2933.7M1.21M
2026-01-300.08%2.3M2933.7M1.04M
2026-01-150.05%1.5M2933.5M882.34K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call2.506.407.900.0010.2670.000.000.976-0.0250.001
call5.004.005.204.604.8081.000.000.953-0.0230.001
call7.501.802.551.822.1557.000.000.904-0.0190.003
call10.000.000.250.150.63216210.000.414-0.0250.006
call12.500.000.750.001.6800.000.000.199-0.0400.004
call15.000.000.400.002.3590.000.000.157-0.0480.004
call17.500.000.750.002.8790.000.000.136-0.0540.003
call20.000.000.750.003.3020.000.000.124-0.0580.003
put2.500.000.750.005.5610.000.00-0.023-0.0260.001
put5.000.000.750.002.9180.000.00-0.046-0.0240.001
put7.500.000.750.101.3661.000.00-0.095-0.0200.003
put10.000.100.750.550.9547.000.00-0.585-0.0250.006
put12.502.403.603.202.7540.000.00-0.800-0.0400.004
put15.004.906.100.003.5510.000.00-0.842-0.0480.004
put17.507.208.700.004.3520.000.00-0.863-0.0530.003
put20.009.7011.200.004.8470.000.00-0.875-0.0570.003

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-10424B2SEC
2026-11-10424B2SEC
2026-11-10424B2SEC
2026-11-10424B2SEC
2026-11-09424B2SEC
2026-11-09424B2SEC
2026-11-09424B2SEC
2026-11-09424B2SEC
2026-11-09424B2SEC
2026-11-066-KCurrent report of foreign issuer pursuant to Rules 13a-16 and 15d-162026-11-06SEC
2026-11-06424B2SEC
2026-11-06424B2SEC
2026-11-06424B2SEC
2026-11-05424B2SEC
2026-11-05424B2SEC
2026-11-05424B2SEC
2026-11-04424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-03424B2SEC
2026-11-026-KCurrent report of foreign issuer pursuant to Rules 13a-16 and 15d-162026-11-02SEC
2026-11-02424B2SEC
2026-11-02424B2SEC
2026-11-02424B2SEC
2026-10-30424B2SEC
2026-10-30424B2SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-033.90K300
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Fisher Asset Management, LLC0.45%
DONALD SMITH & CO., INC.0.42%
MORGAN STANLEY0.37%
BlackRock, Inc.0.23%
GOLDMAN SACHS GROUP INC0.20%
FMR LLC0.12%
Quantinno Capital Management LP0.11%
DIMENSIONAL FUND ADVISORS LP0.11%
NORTHERN TRUST CORP0.09%
RENAISSANCE TECHNOLOGIES LLC0.07%

Funds

Fund% owned
ActivePassive International Equity ETF0.01%
Steward Values Enhanced International Fund0.00%
SGI Enhanced Global Income ETF0.00%
Avos Global Equities ETF0.00%
JNL/DFA International Core Equity Fund0.00%

OakChart. NMR. Cached 15 minutes.