$MFG · MIZUHO FINANCIAL GROUP INC
Mizuho Financial Group reported 1H FY2026 (six months ended September 30, 2026) results. Ordinary income rose 15.1% to ¥4.99 trillion, ordinary profit jumped 47.3% to ¥1.25 trillion, and profit attributable to owners of parent grew 29.9% to ¥896.5 billion. EPS rose to ¥368.81 from ¥276.20. The company raised full-year profit guidance to ¥1.6 trillion (from ¥1.4 trillion, +14.2%) and raised its annual dividend to ¥200 per share from ¥145.
- 1H profit attributable to owners rose 29.9% to ¥896.5 billion.
- Ordinary profit jumped 47.3% to ¥1.25 trillion on 15.1% higher ordinary income.
- FY2026 profit guidance raised 14.2% to ¥1.6 trillion from ¥1.4 trillion.
- Annual dividend raised to ¥200 per share from ¥145, with ¥100 interim paid.
- Comprehensive income fell 69.5% to ¥257.3 billion on securities valuation losses.
Extended-hours trade at $10.31, up 1.88% vs the $10.12 regular close, signaling a mildly positive reaction to the guidance raise and dividend hike.
A 14.2% guidance raise plus a 38% dividend hike signals management confidence in sustained earnings momentum.
Japanese megabanks are benefiting from rising rates and higher net interest income; Mizuho's 47.3% ordinary profit growth reflects this tailwind.
Comprehensive income fell 69.5% to ¥257.3 billion on ¥273.6 billion in unrealized losses on securities, reflecting rate-driven mark-to-market pressure on the bond portfolio.