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Sumitomo Mitsui Trust Holdings, Inc. (CMTDF) Fund Overview

Sumitomo Mitsui Trust Holdings, Inc. (CMTDF) — price $40.00 (+269.34%), as of the Oct 5, 2026 trading session; market cap $110B. Expected results Nov 17, 2026.

Educational signal · not a buy or sell recommendation · How to read this

$40.00 +$29.17 (+269.34%) Market Cap $110B

Sumitomo Mitsui Trust Holdings, Inc. · CMTDF · Financial Services · Banks - Regional

Sumitomo Mitsui Trust Holdings, Inc. operates as a leading trust bank, providing an extensive range of services to clients in Japan and worldwide.

Price as of Oct 5, 2026

Key Statistics

Not scored: this is a debt/preferred or other non-common instrument, or its reported market value does not match its share basis.

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$40.00
Change on the day+269.34%
52-week range$6.55 – $40.00
Market capitalisation$110B
Price / earnings (trailing)13.29
Shares traded on the day100
Beta (volatility vs the S&P 500)0.34
Dividends per share (last 12 months)$0.32
Dividend yield (last 12 months)0.79%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 5, 2026: low $6.55, high $40, latest $40. 4 reported quarters marked, 4 above and 0 below the recorded estimate. $40 $6.55 high $40 Nov 12, 2025 · Earnings results · reported above the recorded estimate · close $6.551Jan 30, 2026 · Earnings results · reported above the recorded estimate · close $7.482May 14, 2026 · Earnings results · reported above the recorded estimate · close $8.733Jul 30, 2026 · Earnings results · reported above the recorded estimate · close $104 Sep 5, 2025 Oct 5, 2026 · $40 $7.16Sep 5, 2025$6.79Sep 19, 2025$7.46Oct 3, 2025$6.55Oct 17, 2025$6.55Oct 31, 2025$6.55Nov 14, 2025$6.55Nov 28, 2025$7.18Dec 12, 2025$7.18Dec 26, 2025$8.06Jan 9, 2026$7.48Jan 23, 2026$8.52Feb 6, 2026$8.56Feb 20, 2026$8.65Mar 6, 2026$7.70Mar 20, 2026$7.70Apr 2, 2026$8.56Apr 17, 2026$8.55May 1, 2026$8.73May 15, 2026$8.73May 29, 2026$8.73Jun 12, 2026$9.03Jun 26, 2026$10Jul 10, 2026$10Jul 24, 2026$10Aug 7, 2026$10Aug 21, 2026$10Sep 4, 2026$11Sep 18, 2026$11Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

Dated events ahead, in order, not to scaleNov 17, 2026, Next results due; Dec 2, 2026, Dividend payment date. Spacing is order only and carries no duration.Oct 5, 20261Nov 17, 20262Dec 2, 2026
  1. Next results dueProvider estimate
  2. Dividend payment dateCompany record

Chronological order, not a duration scale. The provider's estimated date can change.

What to watch next

Other perspectives

Council score for Sumitomo Mitsui Trust Holdings (CMTDF): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

9-Factor Breakdown

Revenue Growth Strong
Gross Margin Strong
Operating Leverage Moderate
Cash Runway Strong
R&D Intensity Neutral
Insider Activity Moderate
Trading Liquidity Weak
Price Momentum Moderate
News Sentiment Neutral

Legends Council

5 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Simons-style lens (simulated) Jim Simons Favorable read
Englander-style lens (simulated) Izzy Englander Neutral read
Klarman-style lens (simulated) Seth Klarman Favorable read
Moon AI lens (model) Favorable read

Read on: Sep 7, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Undervalued
Profit Margin Moderate
Revenue Growth Strong
Debt/Equity Negative
ROE Neutral
Gross Margin Strong

Read on: Apr 29, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Apr 29, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.

Readings on this page are from Oct 6, 2026, except a card that shows its own read date.

Watch the CMTDF film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Sumitomo Mitsui Trust Holdings (CMTDF), and what does it report?

Short answer · as of

Sumitomo Mitsui Trust Holdings, Inc. operates as a leading trust bank, providing an extensive range of services to clients in Japan and worldwide. Financial Services / Banks Regional SEC filing business address: 1-1, Shibakoen, 1-Chome, Minato-KU, Tokyo, M0, 105-0011. It employs 22,526 people and is led by Kazuya Oyama. In Q1 FY2027 it reported revenue of $4.74B and net income of $901M. The market values it at $110B.

2 · Latest results

What do the latest results show for Sumitomo Mitsui Trust Holdings (CMTDF)?

Short answer · as of

The most recent reported quarter, Q1 FY2027, carried revenue of $4.74B. Against analyst estimates the company has EPS beat 6 of 8 reports.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$1.57B Jul 30, 2026
Latest report · revenue estimate
$1.34B Jul 30, 2026
Latest report · revenue vs estimate
Above estimate Jul 30, 2026
Latest report · EPS vs estimate
Above estimate Jul 30, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Jul 30, 2026$1.57B$1.34B$0.3147$0.1865
May 14, 2026$1.17B$1.44B$0.1156$0.1035
Jan 30, 2026$1.56B$1.41B$0.2167$0.1584
Nov 12, 2025$1.56B$1.67B$0.1934$0.1856

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter (converted from JPY)
PeriodRevenueNet incomeEPS
Q1 FY2027$4.74B$901M$0.32 (diluted)
Q4 FY2026$5.10B$324M$0.12 (diluted)
Q3 FY2026$4.43B$604M$0.22 (diluted)
Q2 FY2026$4.35B$510M$0.18 (diluted)
4 · What to check next?

What should you watch next at Sumitomo Mitsui Trust Holdings (CMTDF)?

Short answer · as of

The next earnings report is expected on Nov 17, 2026.

What the records here don't tell us

  • Detailed statement figures are not shown because their conversion to USD has not been verified.
  • No insider Form 4 transaction falls inside the window this page reads.

Checked against the records this page reads, on the dates shown above.

What has been published about Sumitomo Mitsui Trust Holdings (CMTDF)?

Read these with our analysis →

CMTDF Financial Services Stock FAQ

These answers are editorial: 1 of these 1 answer is drawn from the CMTDF research dossier (written Mar 16, 2026 by gemini-2.0-flash). Figures in this section are not part of the source register.

What does Sumitomo Mitsui Trust Holdings, Inc. do?

Sumitomo Mitsui Trust Holdings, Inc. operates as a trust bank, providing a comprehensive suite of financial services to individual and corporate clients.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (39 figures)

The 39 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 1 fact from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
id.hqSEC filing business address1-1, Shibakoen, 1-Chome, Minato-KU, Tokyo, M0, 105-0011OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1-4-1 Marunouchi, Tokyo, 100-8233, JP".

FMP — 31 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$40.00FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-06T00:46:37.113Z.
px.changeChange on the day+269.34%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalization$110BFMPFinancial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-02. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
earn.nextNext earnings dateNov 17, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
id.business_summaryBusiness description (FMP excerpt)Sumitomo Mitsui Trust Holdings, Inc. operates as a leading trust bank, providing an extensive range of services to clients in Japan and worldwide.FMPFinancial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation
px.change_absChange on the day, in dollars+$29.17FMPFinancial Modeling Prep (FMP) · quote
px.pePrice / earnings (trailing)13.29FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day100FMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.34FMPFinancial Modeling Prep (FMP) company profile
id.sectorSector / industry (provider taxonomy)Financial Services / Banks RegionalFMPFinancial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 6029 — Commercial Banks, NEC.
id.employeesEmployees22,526FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
id.ceoChief executiveKazuya OyamaFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.q_revenueRevenue, Q1 FY2027$4.74BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
fin.q_incomeNet income, Q1 FY2027$901MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
earn.history.depth.2026-07-30.revenue_actualRevenue · reported — report date 2026-07-30$1.57BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-30.revenue_estimatedRevenue · estimate — report date 2026-07-30$1.34BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-30.eps_actualEPS · reported — report date 2026-07-30$0.3147Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-30.eps_estimatedEPS · estimate — report date 2026-07-30$0.1865Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-14.revenue_actualRevenue · reported — report date 2026-05-14$1.17BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-14.revenue_estimatedRevenue · estimate — report date 2026-05-14$1.44BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-14.eps_actualEPS · reported — report date 2026-05-14$0.1156Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-14.eps_estimatedEPS · estimate — report date 2026-05-14$0.1035Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-30.revenue_actualRevenue · reported — report date 2026-01-30$1.56BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-30.revenue_estimatedRevenue · estimate — report date 2026-01-30$1.41BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-30.eps_actualEPS · reported — report date 2026-01-30$0.2167Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-01-30.eps_estimatedEPS · estimate — report date 2026-01-30$0.1584Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.revenue_actualRevenue · reported — report date 2025-11-12$1.56BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.revenue_estimatedRevenue · estimate — report date 2025-11-12$1.67BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.eps_actualEPS · reported — report date 2025-11-12$0.1934Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.eps_estimatedEPS · estimate — report date 2025-11-12$0.1856Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q1 FY2027FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed

UNRECORDED — 2 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.range5252-week range$6.55 – $40.00UNRECORDEDStored company-profile observation — Captured 2026-10-05
earn.historyReported versus estimated, recent quartersEPS beat 6 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-21 · Expired observation

COMPUTED — 4 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$0.32COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months0.79%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-07-30.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.57B) with the recorded estimate ($1.34B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-07-30.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.3147) with the recorded estimate ($0.1865) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 1 fact from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
gap.statement_currencyStatement currency limitationDetailed statement figures are not shown because their conversion to USD has not been verified.OURSStock Expert AI currency-basis check

Fact-family notes

  1. Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-07-30.revenue_actual, earn.history.depth.2026-07-30.revenue_estimated, earn.history.depth.2026-07-30.revenue_actual.comparison, earn.history.depth.2026-07-30.eps_actual.comparison, earn.history.depth.2026-07-30.eps_actual, earn.history.depth.2026-07-30.eps_estimated, earn.history.depth.2026-05-14.revenue_actual, earn.history.depth.2026-05-14.revenue_estimated, earn.history.depth.2026-05-14.eps_actual, earn.history.depth.2026-05-14.eps_estimated, earn.history.depth.2026-01-30.revenue_actual, earn.history.depth.2026-01-30.revenue_estimated, earn.history.depth.2026-01-30.eps_actual, earn.history.depth.2026-01-30.eps_estimated, earn.history.depth.2025-11-12.revenue_actual, earn.history.depth.2025-11-12.revenue_estimated, earn.history.depth.2025-11-12.eps_actual, earn.history.depth.2025-11-12.eps_estimated.
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Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.