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Equibles

SMFG · Sumitomo Mitsui Financial Group, Inc.

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$25.33 -0.30 (-1.17%)
Rebalance outlook locked
Market Cap
$168.51B
Shares
6.33B
Volume · Oct 6 1.17M Avg daily vol (3M) 1.55M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$25.63 Open$25.67 Day$25.52–25.77 52W close$15.20–27.56 Avg vol 30d1.4M Short int7.4M · 0.1% float · 4.8d Short vol60% Last earningsMay 18, 2026 DataJan 2020–Oct 2026

Up next

Q4 2026 earnings call transcript
call held May 18, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.5%
Year over year · fewer shares
Price change (1Y)
+55.0%
Trailing year
Short interest
0.1%
Latest settlement · 4.8 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Moderate
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +12%
above
Price vs 50-day avg −1%
below
RSI (14) 46
neutral
MACD trend Negative
52-week position 84%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −6%
trailing
6-month return +21%
trailing
YTD return +33%
this year
Relative strength +9%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $26 › 200d $23 — 50d above 200d
Institutional flow Distributing
6 of 464 funds reported for Sep 30 · net -107.9K sh shares · +1 new
Insider flow Distributing
Net -$169.9K over 90 days · 100% sells
Short interest Falling
0.12% of float · ▼ -14.7% MoM · 4.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
464 holders — near 3-yr high, broad support
Squeeze score 43
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Moderate
Volatility 30%
annualized · 1-yr
Max drawdown −20%
past year
ATR 2.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+12% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
84% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $26 › 200d $23 — 50d above 200d
Institutional flow Distributing
6 of 464 funds reported for Sep 30 · net -107.9K sh shares · +1 new
Insider flow Distributing
Net -$169.9K over 90 days · 100% sells
Short interest Falling
0.12% of float · ▼ -14.7% MoM · 4.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
464 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $15 Now $26 · 84% Range high $28
vs 200-day avg +12% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Banks - Diversified — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SMFG
Sumitomo Mitsui Financial Group, Inc.
this stock
$168.51B +32.6% — — 0.1%
JPM
Jpmorgan Chase & Co
 $911.92B +3.2% +2.8% 14.7 0.0%
BAC
Bank Of America Corp /De/
 $384.32B -1.8% +6.8% 12.7 1.2%
HSBC
Hsbc Holdings PLC
 $345.38B +22.9% — — 0.2%
RY
Royal Bank Of Canada
 $279.63B +14.2% — — 0.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
465
% held
2.2%
Reported
6 of 464
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
46
View
Short & Settlement
Short Interest Falling
Shares short
7.4M
Days to cover
4.8d
Change
-1.3M sh
View
Short Volume
Short vol %
60%
As of
Oct 6, 2026
Short Total
View
Fails to Deliver
FTD shares
145
Value
$4.0K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
40.9%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$169.9K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Alan Armstrong
Amount
$15.0K–$50.0K
Traded
Mar 30, 2026
View
Filings
SEC Filings
Latest
6-K
Filed
Sep 29, 2026
This year
33
View
Exempt Offerings
Offering
$1.7M
Filed
Jul 27, 2026
View
Earnings & Events
Webcasts
Last webcast
May 18, 2026
View

Performance

5D 20D 120D MTD YTD
SMFG -3.0% -6.1% +20.5% -1.1% +32.6%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY -4.2% -6.7% +8.9% -2.7% +19.0%
Key facts CIK 1022837 CUSIP 86562M209 13F (30d) 13 filings 13 filers Visit website Investor relations