Sumitomo Mitsui Trust Group, Inc.

Sumitomo Mitsui Trust Group, Inc.

9.19
EUR
0.00
(0.00%)
2.82EPS
2.92P/E
22.65BMarket Cap
Nov 12Next Earn
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
305.89
315.11
316.11
328.67
330.77
328.7
353.88
364.05
386.59
385.31
418.2
528.32
552.01
2,320.54
Basic EPS, GAAP
43.1
51.22
54.16
39.66
50.49
57.36
54.29
47.46
56.43
64.64
27.29
89.89
112.95
522.31
Free Cash Flow per Basic Share
687.62
416.63
3,141.46
2,439.53
919.76
109.49
-813.71
2,166.38
-57.43
864.16
1,453.44
1,357.58
401.87
- -
Dividend per Share
13.03
14.62
16.26
16.28
16.26
16.28
18.82
18.77
19.39
23.87
27.57
32.06
40.95
- -
Book Value per Share
674.45
765.63
772.79
804.88
862.43
876.43
853.16
899.35
906.55
961.14
1,079.49
1,089
1,276.28
1,331.06
Tangible Book Value per Share
607
714.61
707.07
734.7
797.64
826.44
809.96
861.87
864.61
916.07
1,027.66
1,027.55
1,208.9
1,225.25
Basic Weighted Avg Shares
3,194
3,117
3,082
3,063
3,050
3,031
3,003
2,996
2,997
2,955
2,902
2,866
2,812
706
Sales/Revenue/Turnover
977,099
982,292
974,119
1,006,568
1,008,787
996,404
1,062,692
1,090,821
1,158,412
1,138,454
1,213,661
1,514,183
1,552,023
1,639,210
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
44,910
42,278
38,877
41,800
44,614
46,058
44,664
42,427
38,723
40,842
44,582
49,725
54,071
- -
Net Income, GAAP
137,675
159,665
166,909
121,446
153,986
173,889
163,028
142,196
169,078
191,000
79,199
257,635
317,566
368,955
Effective Tax Rate (%)
37.17
25.87
34.41
29.78
30.6
25.11
31.42
28.03
25.33
29.24
18
26.89
25.12
25.51
Profit Margin (%)
14.09
16.25
17.13
12.07
15.26
17.45
15.34
13.04
14.6
16.78
6.53
17.01
20.46
22.51
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
7,010,524
8,973,378
18,643,417
16,080,683
18,121,323
12,355,717
13,582,475
14,849,139
16,716,006
17,119,030
17,684,442
19,426,420
18,121,507
16,471,413
Total Equity
2,441,043
2,716,971
2,704,510
2,791,681
2,872,323
2,730,354
2,590,907
2,722,556
2,745,288
2,822,572
3,137,684
3,127,313
3,590,967
3,698,559
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
1.37
1.39
0.94
0.54
0.71
0.93
1.03
0.83
0.91
0.96
0.38
1.18
1.42
1.76
Return on Common Equity (%)
6.97
7.1
7
5.02
6.05
6.59
6.26
5.42
6.25
6.93
2.68
8.31
9.54
10.86

Capital Structure

JPY

•

in mil. unless spec.
Dec'26
Mar'26
Jun'27
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
2,791
2,788
2,754
Market Capitalization
3,307,806
3,477,436
4,206,937

Working Capital

JPY

•

in mil. unless spec.
Dec'26
Mar'26
Jun'27
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
22,738,254
24,040,669
23,433,027
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

JPY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
3.04%
5.86%
14.83%
Free Cash Flow
-307.53%
-339.99%
-70.96%
Net Income, GAAP
21.54%
44.38%
23.26%
Sales/Revenue/Turnover
5%
7.67%
2.5%
Total Cash Common Dividend
9.08%
15.66%
25.33%

Quarterly Revenue

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
306,485
313,522
387,666
506,510
1,514,183
2026
313,564
359,154
366,827
512,478
1,552,023
2027
400,751
- -
- -
- -
- -

Quarterly Earnings Per Share

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
23.18
3,680.12
5,286.79
1,805.93
89.89
2026
32.03
4,963.96
6,249.65
3,348.82
112.95
2027
51.18
- -
- -
- -
- -

Quarterly Dividends Per Share

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
- -
- -
- -
- -
32.06
2026
- -
- -
- -
- -
40.95
2027
- -
- -
- -
- -
- -

Company Description

CEO
Kazuya Oyama
Full Time Employees
22,526
Sector
Finance
Industry
Major banks
Address
1-4-1 Marunouchi Tokyo TY Japan 100-8233
IPO Date
Jan 31, 2002
Website
smth.jp
Business
Sumitomo Mitsui Trust Group, Inc. (8309.T) operates as a holding company for the Sumitomo Mitsui Trust Group, with trust banking at its core, providing comprehensive financial services including asset management, wealth management, real estate brokerage, and investor services primarily through its principal subsidiary Sumitomo Mitsui Trust Bank, Limited. The group offers an extensive range of products and services such as retail and corporate banking; wealth management consulting and high-net-worth individual solutions via UBS SuMi TRUST Wealth Management Co., Ltd. and Sumitomo Mitsui Trust Wealth Partners Co., Ltd.; asset management through Sumitomo Mitsui Trust Asset Management Co., Ltd. and others including investment advisory, private equity fund management, and real estate investment trusts; investor services encompassing custody, stock transfer agency, pension administration, and securities lending via entities like Custody Bank of Japan, Ltd. and Sumitomo Mitsui Trust Investment Co., Ltd.; real estate brokerage, research, and financing through Sumitomo Mitsui Trust Realty Co., Ltd. and Sumitomo Mitsui Trust Research Institute Co., Ltd.; credit card issuance via Sumitomo Mitsui Trust Club Co., Ltd.; loan guarantees; leasing and specialized financing through Sumitomo Mitsui Trust Panasonic Finance Co., Ltd.; and digital banking via SBI Sumishin Net Bank, Ltd. It serves individual, corporate, institutional, and high-net-worth clients across segments including retail, corporate, global markets, investor services, real estate, and asset management, with operations centered in Japan and extending internationally to Thailand, China, the United States, Hong Kong, Luxembourg, and Ireland. Founded on February 1, 2002 and headquartered at 1-4-1 Marunouchi, Chiyoda-ku, Tokyo, Japan, the group traces its trust banking roots to 1925 via Sumitomo Mitsui Trust Bank, marking its 100th anniversary in 2025 with a commemorative dividend and special initiatives. Recent major developments include the integration of Credit Suisse's wealth management business in Japan by UBS SuMi TRUST Wealth Management Co., Ltd. in 2024, enhancing its high-net-worth offerings following the UBS-Credit Suisse merger; a strategic partnership with GCM Grosvenor Inc. announced in 2025, involving a $100 million investment in its emerging managers fund and a $50 million share purchase to expand private asset capabilities targeting over $1.5 billion in joint assets under management by 2030; strategic alliances with Tikehau Capital and S64 Ventures Limited in 2024 for alternative investments; the launch of new trust funds like "Future Trust" and proposals for Japan's first crypto asset ETF in 2024; a merger of Sumitomo Mitsui Trust Card Co., Ltd. into Sumitomo Mitsui Trust Club Co., Ltd. in October 2025; and a trade name change for Nikko Asset Management in 2024 alongside organizational enhancements in private asset gatekeeper functions.

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