Sumitomo Mitsui Trust Group, Inc. (TYO:8309)

TYO:8309 Statistics

Total Valuation

TYO:8309 has a market cap or net worth of JPY 4.02 trillion.

Market Cap	4.02T
Enterprise Value	n/a

Important Dates

The last earnings date was Friday, January 30, 2026.

Earnings Date	Jan 30, 2026
Ex-Dividend Date	Mar 30, 2026

Share Statistics

TYO:8309 has 696.97 million shares outstanding. The number of shares has decreased by -1.85% in one year.

Current Share Class	696.97M
Shares Outstanding	696.97M
Shares Change (YoY)	-1.85%
Shares Change (QoQ)	-0.24%
Owned by Insiders (%)	0.05%
Owned by Institutions (%)	46.79%
Float	669.32M

Valuation Ratios

The trailing PE ratio is 13.67 and the forward PE ratio is 13.18. TYO:8309's PEG ratio is 0.98.

PE Ratio	13.67
Forward PE	13.18
PS Ratio	2.58
PB Ratio	1.20
P/TBV Ratio	1.28
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	0.98

Enterprise Valuation

EV / Earnings	n/a
EV / Sales	n/a
EV / EBITDA	n/a
EV / EBIT	n/a
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	n/a
Debt / EBITDA	n/a
Debt / FCF	n/a
Interest Coverage	n/a

Financial Efficiency

Return on equity (ROE) is 9.29%.

Return on Equity (ROE)	9.29%
Return on Assets (ROA)	0.38%
Return on Invested Capital (ROIC)	n/a
Return on Capital Employed (ROCE)	n/a
Weighted Average Cost of Capital (WACC)	0.75%
Revenue Per Employee	67.75M
Profits Per Employee	12.95M
Employee Count	23,043
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, TYO:8309 has paid 107.75 billion in taxes.

Income Tax	107.75B
Effective Tax Rate	26.29%

Stock Price Statistics

The stock price has increased by +52.16% in the last 52 weeks. The beta is 0.21, so TYO:8309's price volatility has been lower than the market average.

Beta (5Y)	0.21
52-Week Price Change	+52.16%
50-Day Moving Average	4,909.64
200-Day Moving Average	4,229.41
Relative Strength Index (RSI)	80.72
Average Volume (20 Days)	2,243,445

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	n/a

Income Statement

In the last 12 months, TYO:8309 had revenue of JPY 1.56 trillion and earned 298.32 billion in profits. Earnings per share was 422.11.

Revenue	1.56T
Gross Profit	1.56T
Operating Income	383.31B
Pretax Income	409.87B
Net Income	298.32B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	422.11

Balance Sheet

The company has 25.95 trillion in cash and 24.98 trillion in debt, with a net cash position of 967.95 billion or 1,388.78 per share.

Cash & Cash Equivalents	25.95T
Total Debt	24.98T
Net Cash	967.95B
Net Cash Per Share	1,388.78
Equity (Book Value)	3.36T
Book Value Per Share	4,770.44
Working Capital	-36,129.30B

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross Margin	n/a
Operating Margin	24.55%
Pretax Margin	26.25%
Profit Margin	19.11%
EBITDA Margin	n/a
EBIT Margin	n/a
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of 180.00, which amounts to a dividend yield of 3.18%.

Dividend Per Share	180.00
Dividend Yield	3.18%
Dividend Growth (YoY)	9.68%
Years of Dividend Growth	5
Payout Ratio	40.27%
Buyback Yield	1.85%
Shareholder Yield	5.02%
Earnings Yield	7.42%
FCF Yield	n/a

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

The last stock split was on December 28, 2023. It was a forward split with a ratio of 2.

Last Split Date	Dec 28, 2023
Split Type	Forward
Split Ratio	2

Scores

Altman Z-Score	n/a
Piotroski F-Score	2