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Sony Financial, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 35%, Dividend Revised Upward by 0.3 Yen

Fri Feb 13, 2026 11:30 am JST Earnings

8729 Sony Financial Group Inc. 【J-GAAP】

Earnings Report

Sony Financial Group Inc. <8729> [TSE Prime] announced its financial results at noon (11:30) on February 13th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 98.6 billion yen, an increase 82.6% compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has decreased 35.2%, from the previous forecast of 122 billion yen to 79.0 billion yen (compared to 44.8 billion yen in the previous period), leading to a reduction in the profit growth rate from 2.7 times to 76.0%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 30.4%, from the previous forecast of 141 billion yen to 98.3 billion yen (compared to 50.5 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 2.8 times to 94.5%.

At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 3.5 yen to 3.8 yen (compared to no dividend in the previous period).

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2018 1,129,323 ー 74,026 50,489 7.1 78.9 Feb 13, 2019 J-GAAP
Apr - Dec, 2019 1,426,011 ー 81,224 54,888 7.7 73.7 Feb 13, 2020 J-GAAP
Apr - Dec, 2025 2,559,603 ー 98,635 67,149 9.5 124.9 Feb 13, 2026 J-GAAP
YoY － － － － －

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev ー ー 141,351 99,468 14.8 3.50 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New ー ー 98,351 67,468 10.0 3.80 Feb 13, 2026 J-GAAP
Revision Rate － － -30.4% -32.2% -32.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー 122,000 82,000 12.2 3.50 Sep 29, 2025 J-GAAP
Mar, 2026 New ー ー 79,000 50,000 7.4 3.80 Feb 13, 2026 J-GAAP
Revision Rate － － -35.2% -39.0% -39.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2019 886,922 ー 50,559 32,809 4.6 4.26 May 19, 2020 J-GAAP
Oct - Mar, 2025 Guidance ー ー 98,351 67,468 10.0 3.80 Feb 13, 2026 J-GAAP
YoY － － +94.5% +105.6% +118.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2019 1,629,182 ー 93,856 62,074 8.7 3.80 May 15, 2019 J-GAAP
Mar, 2020 1,781,420 ー 110,255 73,259 10.3 4.26 May 19, 2020 J-GAAP
Mar, 2026 Guidance ー ー 79,000 50,000 7.4 3.80 Feb 13, 2026 J-GAAP
YoY － － -28.3% -31.7% -27.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2025 732,464 ー -58,611 -43,586 -6.1 0.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 799,965 ー 39,260 26,118 3.7 0.0 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 1,027,174 ー 117,986 84,617 12.0 0.0 Feb 13, 2026 J-GAAP
YoY － － － － －

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