Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $23.81
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Nov 13, 18 | Citigroup | maintain | Neutral | Neutral |
| Feb 7, 14 | Stifel Nicolaus | downgrade | Buy | Hold |
| Feb 7, 14 | Stifel | downgrade | Buy | Hold |
| Dec 6, 12 | Morgan Stanley | upgrade | Equal Weight | Overweight |
Stock news · updated daily
TriCo Bancshares (NASDAQ: TCBK - Get Free Report) and Sumitomo Mitsui Financial Group (NYSE: SMFG - Get Free Report) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their risk, valuation, institutional ownership, earnings, dividends, profitability and analyst recommendations. Insider and Institutional Ownership 59.1% of
Ferguson Wellman Capital Management Inc. lowered its stake in Sumitomo Mitsui Financial Group Inc (NYSE: SMFG) by 6.4% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,599,915 shares of the bank's stock after selling 109,785 shares during the
Sumitomo Mitsui Financial Group (SMFG) has outperformed, driven by higher Japanese interest rates and a favorable operating environment. SMFG's strategic pivot toward asset-light businesses and reduced reliance on equity gains aims to deliver more stable, recurring profitability. Despite a strong re-rating, SMFG trades at a discount to Japanese and global peers, partly due to concerns over its Jefferies exposure.
Bank of America Corp DE lifted its position in Sumitomo Mitsui Financial Group Inc (NYSE: SMFG) by 20.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,846,335 shares of the bank's stock after acquiring an additional 319,140 shares during
Bank of New York Mellon Corp raised its holdings in Sumitomo Mitsui Financial Group Inc (NYSE: SMFG) by 4.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 739,781 shares of the bank's stock after acquiring an additional 28,651 shares during
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Grupo Financiero Galicia (GGAL) and Sumitomo Mitsui (SMFG). But which of these two stocks presents investors with the better value opportunity right now?
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 31, 2026 | 0.44 | 0.50 | Beat 13.6% | $8.96B |
| May 13, 2026 | 0.11 | 0.24 | Beat 118.2% | $18.06B |
| Jan 30, 2026 | 0.40 | 0.16 | Miss -60.0% | $35.90B |
| Nov 14, 2025 | 0.40 | 0.59 | Beat 47.5% | $8.11B |
| Jul 31, 2025 | 0.37 | 0.39 | Beat 7.7% | $7.35B |
| May 14, 2025 | 0.07 | 0.06 | Miss -14.3% | $17.30B |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 424B3 | Oct 1, 2026 | 2026-09-30 17:35:25 | View |
| 6-K | Sep 29, 2026 | 2026-09-29 06:01:22 | View |
| 6-K | Sep 10, 2026 | 2026-09-10 11:44:59 | View |
| 424B2 | Sep 2, 2026 | 2026-09-02 06:04:45 | View |
| FWP | Sep 2, 2026 | 2026-09-02 06:02:48 | View |
| 424B5 | Sep 1, 2026 | 2026-09-01 06:02:18 | View |
| N-PX | Aug 27, 2026 | 2026-08-26 20:58:29 | View |
| N-PX | Aug 27, 2026 | 2026-08-26 20:55:00 | View |
| N-PX | Aug 27, 2026 | 2026-08-26 20:49:29 | View |
| 4/A | Aug 21, 2026 | 2026-08-21 09:36:23 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | SMFG | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 14.0x | 7.4x · sector 20.4x | Discount |
| Forward P/E (FY27E) | 0.1x | EPS est. 245.96 | Discount |
| Price / Book | 1.5x | 0.6x | Elevated |
| Price / Sales | 2.2x | 1.0x | Elevated |
| EV / EBITDA | 4.5x | -15.5x | Discount |
| Return on equity | 10.9% | — | Healthy |
| Gross margin | 55.1% | 58.8% | In line |
| Debt / Equity | 3.67 | 3.26 | Levered |
| Piotroski / Altman Z | 7/9 | Z 0.30 | Distress |
Discounted cash flow model
1255 daily bars · split adjusted
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Aug 12, 26 | Anchi Kazuyuki | director, officer: Sr. Mg. Corp. EO & Group CFO | S-Sale | 4,000 @ $42.47 | $169.9K |
| Jul 27, 26 | Yoshikawa Haruyuki | officer: Senior Managing Corporate EO | A-Award | 13,797 | — |
| Jul 27, 26 | Yoshikawa Haruyuki | officer: Senior Managing Corporate EO | D-Return | 2,300 @ $43.99 | $101.2K |
| Jul 24, 26 | Yoshikawa Haruyuki | officer: Senior Managing Corporate EO | A-Award | 3,833 | — |
| Jul 27, 26 | Nagata Arihiro | officer: Senior Managing Corporate EO | A-Award | 15,249 | — |
| Jul 27, 26 | Nagata Arihiro | officer: Senior Managing Corporate EO | D-Return | 2,600 @ $43.99 | $114.4K |
| Jul 24, 26 | Nagata Arihiro | officer: Senior Managing Corporate EO | A-Award | 1,241 | — |
| Jul 27, 26 | Uemura Akio | officer: Senior Managing Corporate EO | A-Award | 15,249 | — |
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 32.77 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 16.71 | Oscillator | Buy |
| Williams %R (14) | -90.52 | Oscillator | Buy |
| MACD (12, 26, 9) | -0.50 (Hist -0.12) | Oscillator | Strong Sell |
| Average Directional Index (14) | 21.84 (+DI 21.9 / -DI 47.5) | Trend | Sell |
| EMA 20 | 24.95 | MA | Strong Sell |
| SMA 20 | 25.09 | MA | Strong Sell |
| EMA 50 | 25.33 | MA | Strong Sell |
| SMA 50 | 25.72 | MA | Strong Sell |
| SMA 200 | 23.29 | MA | Buy |