Sumitomo Mitsui Trust Holdings, Inc.

Sumitomo Mitsui Trust Holdings, Inc.

SUTNY
Sumitomo Mitsui Trust Holdings, Inc.US flagOther OTC
8.35
USD
+0.32
- -
29.10BMarket Cap
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
244.71
252.09
252.89
262.94
264.61
262.96
283.1
291.24
309.27
308.24
334.56
422.66
- -
437.75
Basic EPS, GAAP
34.48
40.98
43.33
31.72
40.39
45.89
43.43
37.97
45.14
51.71
21.83
71.91
- -
89.57
Free Cash Flow per Basic Share
550.1
333.31
2,513.17
1,951.62
735.81
87.59
-650.97
1,733.1
-45.94
691.33
1,162.75
1,086.06
- -
- -
Dividend per Share
10.42
11.7
13.01
13.02
13.01
13.02
15.05
15.02
15.52
19.09
22.06
25.64
- -
- -
Book Value per Share
287.54
316.17
350.15
371.1
400.03
435.24
467.97
491.99
519.04
559.01
568.88
622.39
- -
685.99
Tangible Book Value per Share
558.62
656.4
649.62
673.14
701.7
680.61
655.73
696.92
699.38
728.77
823.81
824.15
- -
959.86
Basic Weighted Avg Shares
3,993
3,897
3,852
3,828
3,812
3,789
3,754
3,745
3,746
3,693
3,628
3,583
- -
3,545
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
1,552,023
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
317,566
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
25.12
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
20.46
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
18,121,507
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
3,590,967
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
12.52
13.42
12.93
8.77
10.46
10.96
9.57
7.9
8.93
9.53
3.84
12
13.62
13.62

Capital Structure

FRC

in mil. unless spec.
Sep'26
Dec'26
Mar'26
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
704
698
697
Market Capitalization
3,057,674
3,411,528
3,585,965

Working Capital

FRC

in mil. unless spec.
Sep'26
Dec'26
Mar'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
26,884,527
22,738,254
24,040,669
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

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

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
276,350
331,886
254,602
350,823
1,213,661
2025
306,485
313,522
387,666
506,510
1,514,183
2026
313,564
359,154
366,827
512,478
1,552,023

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
10.12
- -
- -
- -
21.83
2025
18.54
- -
- -
- -
71.91
2026
25.62
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
22.06
2025
- -
- -
- -
- -
25.64
2026
- -
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
Kazuya Oyama
Full Time Employees
22,526
Sector
Financial Services
Industry
Banks - Regional
Address
1-4-1 Marunouchi Tokyo TY Japan 100-8233
IPO Date
Apr 1, 2011
Website
smth.jp
Business
Sumitomo Mitsui Trust Holdings, Inc. (SUTNY) serves as the holding company for Sumitomo Mitsui Trust Group, overseeing a diversified portfolio of financial services with trust banking as its core business through its primary subsidiary, Sumitomo Mitsui Trust Bank, Limited. The group provides an integrated suite of products and services, including retail and corporate banking solutions such as deposits, loans, and housing finance; asset management and investment advisory encompassing mutual funds, pension services, and discretionary investment; real estate brokerage, investment management, and consulting; wealth management via joint ventures like UBS SuMi TRUST Wealth Management Co., Ltd.; investor services including custody, stock transfer agency, and private equity fund administration; global markets operations; and ancillary offerings like credit cards through Sumitomo Mitsui Trust Club Co., Ltd., leasing via Sumitomo Mitsui Trust Panasonic Finance Co., Ltd., and internet banking through SBI Sumishin Net Bank, Ltd. These services target individual clients, corporations, institutional investors, and high-net-worth individuals across retail total solutions, wholesale asset management, fiduciary services, and real estate segments. Founded in 2011 through a share exchange involving predecessors dating back to 1925, the company maintains its headquarters at 1-4-1 Marunouchi, Chiyoda-ku, Tokyo, Japan, and operates primarily in Japan with international presence in Thailand, China, Hong Kong, the United States, Luxembourg, and Ireland via subsidiaries such as Sumitomo Mitsui Trust Bank (Thai) Public Company Limited, Zijin Trust Co., Ltd., and Sumitomo Mitsui Trust Bank (U.S.A.) Limited. Recent developments include a strategic partnership announced in April 2025 with GCM Grosvenor Inc. to enhance private equity capabilities, building on prior commitments within 2024; the October 2025 merger of Sumitomo Mitsui Trust Card Co., Ltd. into Sumitomo Mitsui Trust Club Co., Ltd. to consolidate credit card operations as the exclusive domestic issuer of Diners Club; UBS SuMi TRUST Wealth Management Co., Ltd.'s acquisition of Credit Suisse's wealth management business in Japan in 2024, maintaining a 51%/49% ownership split with UBS; and a leadership transition at Sumitomo Mitsui Trust Asset Management Co., Ltd. in September 2025, with Takahiro Kobayashi appointed as president and CEO amid targets for growth in MENA and U.S. markets. The group also reported strong financial results for the first half of fiscal year 2025 in November 2025, reflecting gains from rising interest rates and investment expansion, alongside ongoing share repurchases and sustainability initiatives like top LGBTQ ratings.

Company News

APIChatGPT
  • Sumitomo Mitsui Trust (OTCMKTS:SUTNY) Trading Down 1.4% – Here’s Why