kabutan

Mitsubishi UFJ Financial, Net Income Forecast for the Fiscal Year Revised Upward by 5%, Raises Record High Profit Forecast, Dividend Revised Upward by 4 Yen

Fri Nov 14, 2025 4:15 pm JST Earnings

8306 Mitsubishi UFJ Financial Group, Inc. 【J-GAAP】

Earnings Report

Mitsubishi UFJ Financial Group, Inc. <8306> [TSE Prime] announced its financial results after the market closed on November 14th (16:15). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 1.29 trillion yen, a 2.8% increase compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 5.0%, from the previous forecast of 2.00 trillion yen to 2.10 trillion yen (compared to 1.86 trillion yen in the previous period), increasing the growth rate from 7.4% to 12.7%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to expand 33.5% from the same period last year, reaching 0.80 trillion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 70 yen to 74 yen (compared to 64 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income grew 6.3% from the same period last year, reaching 0.74 trillion yen.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 5,665,663 ー 1,279,907 927,281 77.1 60.1 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 6,860,277 ー 1,756,926 1,258,195 107.7 65.8 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 6,893,775 ー 1,746,675 1,292,955 113.1 ー Nov 14, 2025 J-GAAP
YoY +0.5% － -0.6% +2.8% +5.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 35 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 6,893,775 ー 1,746,675 1,292,955 113.1 35 Nov 14, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー ー 2,000,000 175.9 70 May 15, 2025 J-GAAP
Mar, 2026 New ー ー ー 2,100,000 184.7 74 Nov 14, 2025 J-GAAP
Revision Rate － － － +5.0% +5.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 6,769,720 ー 912,557 604,751 52.0 39 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー ー ー 807,045 71.0 39 Nov 14, 2025 J-GAAP
YoY － － － +33.5% +36.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 11,890,350 ー 2,127,958 1,490,781 124.7 41 May 15, 2024 J-GAAP
Mar, 2025 13,629,997 ー 2,669,483 1,862,946 160.0 64 May 15, 2025 J-GAAP
Mar, 2026 Guidance ー ー ー 2,100,000 184.7 74 Nov 14, 2025 J-GAAP
YoY － － － +12.7% +15.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,335,260 ー 1,023,567 702,301 60.1 0.0 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 3,417,307 ー 665,011 490,744 42.1 0.0 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 3,352,413 ー 247,546 114,007 9.8 0.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 3,253,932 ー 708,535 546,068 47.6 0.0 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 3,639,843 ー 1,038,140 746,887 65.3 0.0 Nov 14, 2025 J-GAAP
YoY +9.1% － +1.4% +6.3% +8.7%

Related Articles