SMFG

SUMITOMO MITSUI FINANCIAL GROUP, INC.

OTC · Commercial Banks, NEC · Inc. M0 · CIK 0001022837
$24.40 +2.43% $158.0B
15 New Institutional Positions6 Institutional Exits
Vol
Market Cap$158.0B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$1.7B
Inst. Activity15 buys / 6 sells
Exchange OTC·Sector Commercial Banks, NEC·Inc. M0·CIK 0001022837·Prev Close $23.82

Recent Activity

Inst.
Invesco Ltd. — TRIM
623,035 shares ($12.3M)
Inst.
QRG CAPITAL MANAGEMENT, INC. — ADD
345,653 shares ($6.8M)
Jun 12, 2026 short_volume
Short Volume: SMFG — 83.1% short (0.7M / 0.9M)
Short: 726,788 | Exempt: 1 | TRF Vol: 874,535 | Short Ratio: 83.1% | Off-exchange volume (dark pool

Price Targets

Historical data — last covering-analyst action Nov 2018. No current recommendation available.
$25.84 (Nov 2018)
Current $24.40 Low $25.84 Median $25.84 High $25.84 1 analysts
$25.84 $25.84

Analyst Ratings

Historical distribution89% buy · 19 analysts · last covering-analyst action Nov 2018
3Strong Buy
14Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Nov 13, 2018 Citigroup INITIATE Neutral
Feb 7, 2014 Stifel DOWNGRADE Buy → Hold
Dec 6, 2012 Morgan Stanley UPGRADE Equal-Weight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.46 ▲ +2.9% $0.46 — $0.46 18% YoY 1
Next Q $0.46 ▲ +5.5% $0.46 — $0.46 -17% YoY 1
Current FY $1.74 ▲ +5.3% $1.74 — $1.74 11% YoY 1

Top Institutional Holders

FundValueMove
MORGAN STANLEY$453.4MTRIM
FMR LLC$248.2M
GOLDMAN SACHS GROUP INC$211.5M
BlackRock, Inc.$151.7M
Clark Capital Management Group,$74.7MTRIM
50 institutional holders with $1.7B total value (85,873,384 shares) as of 2026-Q1. Top holders: MORGAN, FMR, GOLDMAN. Net buying activity: 15 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY22,958,371$453.4M26.7%TRIM -32.4%
2FMR LLC12,569,371$248.2M14.6%
3GOLDMAN SACHS GROUP INC10,708,002$211.5M12.5%
4BlackRock, Inc.7,681,566$151.7M8.9%
5Clark Capital Management Group, Inc.3,782,399$74.7M4.4%TRIM -36.4%
6DIMENSIONAL FUND ADVISORS LP3,090,741$61.0M3.6%
7CITADEL ADVISORS LLC2,297,800$45.4M2.7%
8ENVESTNET ASSET MANAGEMENT INC2,201,284$43.5M2.6%
9WELLS FARGO & COMPANY/MN2,160,619$42.7M2.5%
10BANK OF AMERICA CORP /DE/1,846,335$36.5M2.1%
11RENAISSANCE TECHNOLOGIES LLC1,749,272$34.5M2.0%
12Capital Wealth Planning, LLC1,305,755$25.8M1.5%ADD +37.7%
13CAUSEWAY CAPITAL MANAGEMENT LLC1,267,248$25.0M1.5%ADD +47.0%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,089,747$21.5M1.3%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/854,599$16.9M1.0%
16O'SHAUGHNESSY ASSET MANAGEMENT, LLC740,634$14.6M0.9%
17Invesco Ltd.623,035$12.3M0.7%TRIM -37.9%
18Allspring Global Investments Holdings, LLC575,259$11.9M0.7%
19STIFEL FINANCIAL CORP559,790$11.1M0.7%
20Cerity Partners LLC474,705$9.4M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM1,003,451623,035-37.9%$12.3M2026-Q1
QRG CAPITAL MANAGEMENT, INC.ADD271,635345,653+27.2%$6.8M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM529,486290,698-45.1%$5.7M2026-Q1
Vident Advisory, LLCADD188,070259,972+38.2%$5.1M2026-Q1
ASSETMARK, INCADD150,140246,343+64.1%$4.9M2026-Q1
FIRST TRUST ADVISORS LPADD140,320193,986+38.2%$3.8M2026-Q1
Point72 Asset Management, L.P.TRIM410,466159,100-61.2%$3.1M2026-Q1
Neuberger Berman Group LLCADD108,880142,377+30.8%$2.8M2026-Q1
Rockefeller Capital Management L.P.ADD66,425100,932+51.9%$2.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD64,58997,203+50.5%$1.9M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM124,44476,066-38.9%$1.5M2026-Q1
M&T BANK CORPDOUBLED2,53365,768+2496.4%$1.3M2026-Q1
Lido Advisors, LLCADD25,66233,007+28.6%$651.9K2026-Q1
Beacon Pointe Advisors, LLCDOUBLED10,46529,620+183.0%$585.0K2026-Q1
Concurrent Investment Advisors, LLCADD14,36919,378+34.9%$382.7K2026-Q1
EP Wealth Advisors, LLCADD12,68918,947+49.3%$374.2K2026-Q1
MARSHALL WACE, LLPNEAR_EXIT76,15218,735-75.4%$370.0K2026-Q1
JOHNSON INVESTMENT COUNSEL INCTRIM31,04216,244-47.7%$320.8K2026-Q1
Allworth Financial LPADD4,7477,692+62.0%$151.9K2026-Q1
BROWN BROTHERS HARRIMAN & CODOUBLED2,6015,750+121.1%$113.6K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD292488+67.1%$9.6K2026-Q1
CAUSEWAY CAPITAL MANAGEMENT LLCADD800,9031,177,274+47.0%$22.8M2025-Q4
Capital Wealth Planning, LLCADD786,8651,083,145+37.7%$21.1M2025-Q4
FEDERATED HERMES, INC.ADD424,283543,985+28.2%$10.5M2025-Q4
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM837,396529,486-36.8%$10.2M2025-Q4

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Nov 2018): 89% buy across 19 analysts — 3 strong buy, 14 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Nov 2018. No current recommendation available.
$25.84 mean target (Nov 2018)
$25.84 Low $25.84 High
MetricValue
Current Price$24.40
Target Low$25.84
Target Mean$25.84
Target Median$25.84
Target High$25.84
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.46 $0.46 $0.46 18.1% +2.9% 1↑ 0↓ $1280.6B 17.7% 1
Next Q
2026-09-30
$0.46 $0.46 $0.46 -17.3% +5.5% 1↑ 0↓ $1307.1B 7.9% 1
Current FY
2027-03-31
$1.74 $1.74 $1.74 11.2% +5.3% 1↑ 0↓ $5291.0B 97.6% 1
Next FY
2028-03-31
$0.00 $0.00 $0.00 $5509.0B 90.1%

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.459
7d ago$0.461-0.002
30d ago$0.446+0.013
60d ago$0.446+0.013
90d ago$0.446+0.013
3 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Nov 13, 2018 Citigroup INITIATE Neutral
Feb 7, 2014 Stifel DOWNGRADE Buy Hold
Dec 6, 2012 Morgan Stanley UPGRADE Equal-Weight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202631420089%
May 1, 202631420089%
Apr 1, 202631420089%
Mar 1, 202631420089%
Feb 1, 202631420089%
Jan 1, 202631230083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: SMFG — 83.1% short (0.7M / 0.9M)
Short: 726,788 | Exempt: 1 | TRF Vol: 874,535 | Short Ratio: 83.1% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SMFG — 75.0% short (0.7M / 1.0M)
Short: 729,641 | Exempt: 39 | TRF Vol: 973,232 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SMFG — 68.2% short (0.5M / 0.7M)
Short: 479,285 | Exempt: 3,813 | TRF Vol: 702,413 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: SMFG — 63.2% short (0.4M / 0.7M)
Short: 446,063 | Exempt: 516 | TRF Vol: 706,333 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: SMFG — 74.5% short (0.4M / 0.5M)
Short: 389,488 | Exempt: 481 | TRF Vol: 522,802 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: SMFG — 82.9% short (0.4M / 0.5M)
Short: 439,780 | Exempt: 157 | TRF Vol: 530,294 | Short Ratio: 82.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SMFG — 74.3% short (0.4M / 0.6M)
Short: 434,004 | Exempt: 3 | TRF Vol: 584,450 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SMFG — 78.2% short (0.4M / 0.5M)
Short: 407,377 | Exempt: 2,522 | TRF Vol: 520,934 | Short Ratio: 78.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SMFG — 80.9% short (0.4M / 0.5M)
Short: 430,193 | Exempt: 0 | TRF Vol: 531,887 | Short Ratio: 80.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SMFG — 80.6% short (0.6M / 0.7M)
Short: 586,686 | Exempt: 1,286 | TRF Vol: 728,210 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SMFG — 79.9% short (0.4M / 0.6M)
Short: 439,958 | Exempt: 0 | TRF Vol: 550,459 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SMFG — 78.9% short (0.4M / 0.5M)
Short: 395,550 | Exempt: 1,968 | TRF Vol: 501,536 | Short Ratio: 78.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SMFG — 75.4% short (0.4M / 0.5M)
Short: 387,163 | Exempt: 602 | TRF Vol: 513,678 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: SMFG — 68.1% short (0.4M / 0.6M)
Short: 386,748 | Exempt: 67 | TRF Vol: 568,005 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SMFG — 77.5% short (0.5M / 0.7M)
Short: 530,973 | Exempt: 0 | TRF Vol: 684,966 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
Clinical Trial
Study of the Safety and Contraceptive Efficacy of Relugolix Combination Therapy in Women With Uterine Fibroids or Endometriosis Who Are at Risk for Pregnancy
Phase Phase 3 — COMPLETED