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MFMFG

Mizuho Financial Group, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$MFG·$126B·Banks - Regional·Financial Services
$10.44+0.9%YTD+39.7%1Y+76.9%
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 4 posts2026-07-27: 1 posts2026-07-28: 8 posts2026-07-29: 8 posts2026-07-30: 21 posts2026-07-31: 13 posts55
Price updated 5h ago·X counts updated 3h ago
MFMFG
$MFGMizuho Financial Group, Inc.
$10.44+0.87%55 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MFG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-31

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

Japan's second-largest bank, riding the end of decades of ultra-low rates back to a proper earnings power.

Mizuho is one of Japan's three megabanks — retail, corporate, global markets, and asset management under one roof — and the stock is a direct expression of the biggest domestic financial trade in years: the Bank of Japan actually leaving zero rates behind. Higher yen rates flow straight into Mizuho's net-interest income, and the tape has been repricing that reality for the last twelve months.

What's actually working:

  • Rate normalization is a genuine earnings tailwind: revenue grew 17% year-over-year in the March quarter after two negative prints, showing net-interest income is finally re-accelerating rather than just recovering off a low base.
  • Valuation is still moderate for what it now earns: at roughly 15x trailing earnings and an 11% return-on-equity, this isn't priced like Japanese banks used to be — deep-discount, no growth — but it isn't stretched either, which leaves headroom if the earnings power sticks.
  • The tape confirms the fundamental read: at 91% of the 52-week range and +75% over twelve months, this is a compounder trending, not a spike; the recent insider filings are all A-Award grants and routine J-Other reclassifications, i.e. equity compensation, not real conviction signals in either direction.

The immediate wrinkle is last week's July quarter that missed EPS by 17%, hinting the re-rating isn't a straight line — the November print is the next real test. What breaks the thesis is a BOJ policy U-turn back toward easing, which would compress the whole Japan-bank basket at once.

What to watch: The November 13 Q2 print needs to show net-interest-income growth reaccelerating after the July miss. A BOJ policy pivot back toward easing — or a sharp yen move — would compress the whole Japan megabank basket at once.

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

sentiment missing

Read the AI verdict + X sentiment for $MFG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

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

Mizuho Financial Group, Inc., established in 2003 with its headquarters in Tokyo, Japan, operates as a global financial services conglomerate. Through its various subsidiaries, the company delivers a broad spectrum of financial offerings, encompassing banking, trust, and securities activities across Japan, the Americas, Europe, and the Asia/Oceania region. The group's operations are segmented into five primary divisions: Retail & Business Banking Company, Corporate & Institutional Company, Global Corporate Company, Global Markets Company, and Asset Management Company. Mizuho offers a comprehensive suite of banking products, including deposit accounts and various loan types such as syndicated, housing, and credit card facilities. It also provides strategic business services like matching companies for collaboration, advising on international expansion, and facilitating mergers and acquisitions. Additional consulting services cover wealth management and estate planning, payroll administration, and the sale of public lottery tickets. For its corporate clients, Mizuho crafts sophisticated financial solutions, including bond issuance, M&A advisory, and risk mitigation tools, all designed to support their fund-raising, investment management, and overall financial strategies. The company further assists corporations with capital and business strategy, real estate agency services, and offers specialized advisory for financial institutions regarding investment products, funding support, and the underwriting of public bonds. In the realm of capital markets, Mizuho provides extensive sales and trading capabilities, diverse investment opportunities for individual investors, and expert consulting services for institutional clients. Beyond these, the company's robust service portfolio includes trust administration, securitization and structured finance, pension management, and stock transfer services. It also delivers dedicated securities services, in-depth research, private banking solutions, and comprehensive information technology support.

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

No material change from last week — Inter's super-app model captures LatAm's under-penetrated credit market while Lloyds and Citizens navigate a NIM cycle that peaks as central banks begin cutting.

Top industry ETF

$KRESPDR S&P Regional Banking ETF
+16.9%YTD
+26.6%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$0.15$0.17-14.4%
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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$4.11T$3.96T – $4.25T$115.20$107.20 – $118.403
FY28$4.53T$4.29T – $4.77T$130.81$118.20 – $138.694
FY29$4.84T$4.60T – $5.18T$143.69$134.69 – $156.833
FY30$2.58T$2.46T – $2.76T$187.35$175.62 – $204.473
FY31$9.60T$9.13T – $10.27T$204.43$191.63 – $223.122

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.1.0×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.91%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.+5.4%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.+23.5%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 today0.2% 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.

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
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Recent news

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

Nikkei Rises 0.4%, Led by Electronics Stockswsj.com·2d agoOur Top 10 High Growth Dividend Stocks - July 2026seekingalpha.com·13d agoAnnouncement Regarding Filing of Annual Report on Form 20-F with the U.S. Securities and Exchange Commissionbusinesswire.com·33d agoMAYFAIR GOLD REPORTS FINAL POSITIVE RESULTS AND ANALYSIS FROM GRADE CONTROL DRILLING PROGRAMprnewswire.com·44d agoJapan Banks Target Record ¥5.7 Trillion Profit Despite Iran War Risksgurufocus.com·78d 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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