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MFMFG

Mizuho Financial Group, Inc.

$MFG·$139B·Banks - Regional·Financial Services
$11.33-1.0%YTD+52.9%1Y+69.4%
Price updated 9h ago·X counts updated 1d ago
MFMFG
$MFGMizuho Financial Group, Inc.
$11.33-1.00%32 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MFG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

32X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MFG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MFG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-13

The move is getting stronger, with heavier trading behind it.

Mizuho Japan mega-bank at 99% of range on the BoJ rate-normalization cycle.

Mizuho Financial Group is one of Japan's three mega-banks, and the stock is up 55% YTD at 99% of its 52-week range on the BoJ rate-normalization tailwind.

  • The financials are running the normalization cycle: Q revenue grew 17% YoY to ¥2.27T at a 52% gross margin (net interest income economics) and 13% operating margin, EPS of ¥19.17 with ¥488B of quarterly free cash flow — analyst FY revenue at ¥4.25T and EPS at ¥121.62 says Mizuho is compounding on the Japanese rate-cycle and the earnings power is well-established.
  • The perpetual-sub-notes issuance is the fine-print capital-management item: preliminary prospectus supplement for fixed-rate resetting perpetual subordinated notes (Sept 8) — that's disciplined balance-sheet management as MFG scales the international business; the Momentum + New Buy Zacks calls confirm the setup.

At 99% of the 52-week range and 27% above the 200-day with a low 0.38 beta, this is accelerating — the Nov 13 print with domestic NII trajectory, international-loan growth, and any hard capital-return update extends the trend; a BoJ pause on rate normalization or a Japanese banking-sector deregulation is what caps the trade.

What to watch: Nov 13 Q2 earnings — domestic NII trajectory, international-loan growth, capital-return update, and any BoJ rate-cycle commentary. A BoJ pause on rate normalization is what caps the trade.

On the calendar: 2026-11-13 — Q2 earnings

no sentiment data

Read the AI verdict on $MFG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese megabank providing retail, corporate, investment banking, and asset management with a significant international presence.

Industry overviewAI analysisGenerated by AI from underlying data

Where Banks - Regional sits in its cycle right now — and what that implies for $MFG.

Banks - Regional · Financial Services

Regional bank NIM expansion continues as funding costs peak and loan repricing proceeds; KRE is up 14% YTD. LatAm digital banks (NU) are structurally taking share from incumbents with no-fee fintech products, while HDFC Bank faces a securities fraud class action over alleged deceptive interest payment disclosure.

What this means for $MFG

Neutral — Mizuho Financial benefits from rising Japanese domestic rates for the first time in decades; global corporate banking provides additional NIM exposure; yen volatility creates translation headwinds.

Top industry ETF

$KRESPDR S&P Regional Banking ETF
+14.2%YTD
+15.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.22$0.17+29.4%
Q1 2026May 15, 2026$0.12$0.07+71.4%
Q4 2025Feb 2, 2026$0.16$0.14+14.3%
Q3 2025Nov 14, 2025$0.20$0.17+17.6%
Next earningsFri, Nov 13·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.27T+17.2%51.7%13.4%$19.17$487.7B
Q3 FY26$2.23T-6.8%44.3%19.0%$27.09$0
Q2 FY26$2.15T+1.5%49.0%24.2%$32.09$0
Q1 FY26$2.01T-13.1%44.8%18.8%$23.10$0

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$4.25T$4.16T – $4.35T$121.62$111.63 – $131.622
FY28$4.62T$4.52T – $4.73T$139.39$122.99 – $149.233
FY29$5.00T$4.89T – $5.12T$154.12$149.89 – $158.961
FY30$2.58T$2.53T – $2.64T$187.35$182.21 – $193.232
FY31$9.60T$9.39T – $9.83T$204.43$198.82 – $210.841

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.97%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 33 other (26 awards · 4 others · 2 exempts · 1 return) in window

See when $MFG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Sep 8424B5
AI summary

Mizuho Financial Group filed a preliminary prospectus supplement on September 8, 2026, for an offering of fixed-rate resetting perpetual subordinated notes in an unspecified principal amount, with the initial rate to be determined at pricing. The notes bear interest semi-annually from issuance through December 15, 2036, then reset every five years to a U.S. Treasury Rate plus a spread. As perpetual subordinated AT1/TLAC instruments, Mizuho retains the right to defer interest payments under certain conditions defined in the indenture.

3New insider — initial holdingsJul 13
AI summary

Mizuho Financial Group, Inc. (MFG) filed a Form 3 for a newly appointed insider as of July 1, 2026, holding no securities of the issuer at the time of filing. Filed via attorney-in-fact Yuki Nishii. This is a routine initial insider ownership disclosure for a new executive or director.

424B5Prospectus supplement (offering)Jun 29424B5
AI summary

Mizuho Financial Group, Inc. (MFG) filed a 424B5 prospectus supplement for an offering of fixed-to-floating rate senior notes in two tranches: 6-year notes (maturing 2032) and 11-year notes (maturing 2037). Both tranches pay a fixed rate until one year before maturity, then reset to a fixed rate based on the applicable U.S. Treasury Rate at the reset date. Specific interest rates and aggregate amounts are not yet determined in the excerpt (stated as '%'). This is a standard bank capital/liquidity funding transaction for a major Japanese financial institution.

3New insider — initial holdingsApr 103
3New insider — initial holdingsApr 103
3New insider — initial holdingsApr 103
3New insider — initial holdingsApr 103
3New insider — initial holdingsApr 103
+ 81 other (55 13Gs · 19 6-Ks · 2 3s · 1 13F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Mizuho (MFG) is a Great Momentum Stock: Should You Buy?zacks.com·7d agoWhat Makes Mizuho (MFG) a New Buy Stockzacks.com·7d agoCetera Investment Advisers Has $1.31 Million Stake in Mizuho Financial Group, Inc. $MFGdefenseworld.net·33d agoMizuho Retains “Outstanding” Community Reinvestment Act Ratingsbusinesswire.com·36d agoNikkei Rises 0.4%, Led by Electronics Stockswsj.com·47d ago

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Voices on X · last 7 days

No standout posts about $MFG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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