Key Highlights

  • 0.34 is the consensus EPS estimate in the screener data for Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG), versus 0.4 for Sumitomo Mitsui and 0.17 for Mizuho, with every conference call slot marked TNS and so unconfirmed.
  • 809.4 billion is the JPY April-to-June net profit posted by Mitsubishi UFJ, a rise of 48.2% from JPY 546.1 billion, compared with JPY 501.4 billion at Sumitomo Mitsui and JPY 422.9 billion at Mizuho for the 2026 period.
  • 2.7 trillion is the JPY annual net profit target that Mitsubishi UFJ held steady for the twelve months ending March 31, 2027, while Mizuho lifted its JPY 1,400.0 billion goal and Sumitomo Mitsui held JPY 1,700.0 billion.
  • 246.95 billion is the USD Equity value of Mitsubishi UFJ in the screener data, topping USD 155.24 billion for Sumitomo Mitsui and USD 122.66 billion for Mizuho, a combined USD 524.85 billion on a calculated basis.

Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG): Biggest by Value, Estimate 0.34, Higher Dividend

Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) is the biggest of the trio by equity value, at USD 246.95 billion in the screener data. Its EPS consensus of 0.34 sits below the 0.4 pencilled in for Sumitomo Mitsui yet above the 0.17 for Mizuho, ahead of a fiscal second-quarter release due on November 13, 2026. Its conference call slot is marked TNS, so timing remains unconfirmed, so consult the company's own announcement for the hour. For the latest quarter, closed June 30, 2026, profit attributable to parent owners climbed 48.2% to JPY 809.4 billion from JPY 546.1 billion, beating the JPY 633.4 billion analyst average. On a calculated basis, the increase on the prior year was JPY 263.3 billion, with a JPY 176.0 billion beat. The domestic loan-and-deposit spread widened to 1.15% from 0.95%, the Morgan Stanley contribution totalled JPY 222.2 billion, while Return on Equity hit 14.4% versus 10.8% twelve months earlier. Management held its annual profit target at JPY 2.7 trillion for the twelve months ending March 31, 2027 and lifted the yearly Dividend projection to JPY 96.00 per share. The April-to-June result is about 30% of that target, calculated, leaving JPY 1,890.6 billion still to earn. Together, the three banks earned JPY 1,733.7 billion in the period, calculated, with Mitsubishi UFJ supplying about 46.7%. Mizuho lifted its own goal, whereas Sumitomo Mitsui left its goal as it was. Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) stands apart on quarterly profit size, although valuation measures, Capital adequacy and liquidity-coverage metrics did not surface in published coverage. Risks cover Credit costs, Japanese rate policy, choppy global markets, currency swings between the yen and dollar, and dependence on the Morgan Stanley contribution.

Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG): Top Estimate at 0.4, Outlook Held, Stock Split

Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) is slated to post fiscal 2026 second-quarter results on November 13, 2026, with an EPS consensus of 0.4 and an equity value of USD 155.24 billion, both from the screener data. Its conference call slot is TNS, so timing remains unconfirmed there. Published market figures covering the previous quarter showed EPS of 0.50, Net Income of USD 3.15 billion with Revenue of USD 17.89 billion, numbers resting on a different currency footing to the yen results. At 0.4, the estimate ranks first among the three. On a calculated basis, quarterly profit trailed Mitsubishi UFJ by JPY 308.0 billion and topped Mizuho by JPY 78.5 billion. For the quarter closed June 30, 2026, Earnings were JPY 501.4 billion, up 33.0% from roughly JPY 377 billion twelve months earlier, calculated. Ordinary income reached JPY 2,850.4 billion, up 16.6%, and ordinary profit JPY 693.1 billion, up 43.4%. Management held its annual earnings outlook at JPY 1,700.0 billion, up 7.4%, citing doubts about borrowing costs and the world economy, so April-to-June earnings represent roughly 29% of that goal, calculated. The dividend projection is JPY 90 per share, or JPY 45 once the 2-for-1 split effective September 30, 2026 is applied, against JPY 157 before the split a year ago, which implies a payout near 48%. Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) thus departs from Mizuho, which raised its outlook, and from Mitsubishi UFJ, which earned more for the quarter. Valuation multiples, capital adequacy and liquidity-coverage metrics did not surface in published coverage. The split alters figures on a per-share basis, so period comparisons call for care, while market turbulence and borrower credit costs stay on the risk list.

Mizuho Financial Group, Inc. (NYSE:MFG): Lowest Estimate at 0.17 Yet a Higher Forecast

Mizuho Financial Group, Inc. (NYSE:MFG) is the smallest among the trio by equity value, at USD 122.66 billion in the screener data, and holds the lowest EPS consensus at 0.17 for its November 13, 2026 report. Its conference call slot is TNS, so timing remains unconfirmed there. Published market figures for the April-to-June period, released on July 30, 2026, showed EPS of 0.22, net income of USD 2.65 billion with revenue of USD 15.82 billion in US dollars. The 0.17 estimate compares with that 0.22, though the currency bases are not alike. On a calculated basis, Mizuho supplied about 24.4% of the combined JPY 1,733.7 billion profit of the three banks. In yen, earnings for the quarter closed June 30, 2026 were JPY 422.9 billion, up 45.5% from the prior year. Management lifted its annual earnings outlook to JPY 1,400.0 billion from JPY 1,300.0 billion, a rise of 7.6%, versus roughly JPY 1,250.0 billion for the preceding year, plus a dividend projection raised to JPY 150 per share from JPY 145, which published coverage described as the sixth straight annual increase. Published coverage tied profit growth chiefly to rising domestic rates that lifted lending income plus strong ETF-related gains. Calculated, earnings for the same period twelve months before were about JPY 290.7 billion, a gain of JPY 132.2 billion, equal to 30.2% of the outlook, with JPY 977.1 billion left to earn. Mizuho Financial Group, Inc. (NYSE:MFG) is the sole bank among the three to lift its outlook this season. No fresh share buyback surfaced in the material that was reviewed here, and risks cover unpredictable ETF-related income, uncertainty abroad plus credit costs.

Where Things Stand

Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) heads into its November 13, 2026 report with a 0.34 consensus estimate and JPY 809.4 billion of April-to-June profit, about 30% of its JPY 2.7 trillion target, calculated. Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) carries a 0.4 estimate, JPY 501.4 billion in profit, plus a JPY 1,700.0 billion target left as is. Mizuho Financial Group, Inc. (NYSE:MFG) has a 0.17 estimate, JPY 422.9 billion in profit, plus a higher JPY 1,400.0 billion target. Canadian investors will watch half-year totals, outlook revisions plus Loan spreads, while the screener data leaves report timing unconfirmed. This article is informational only and not a recommendation to buy or sell.