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NMNMR

Nomura Holdings, Inc.

$NMR·$27B·Financial - Capital Markets·Financial Services
$9.12-1.3%YTD+13.4%1Y+28.1%
Price updated 10h ago·X counts updated 8d ago
NMNMR
$NMRNomura Holdings, Inc.
$9.12-1.30%1.0k posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $NMR 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.

1,028X posts · last 7 days
Oct 2Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

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

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-06

$NMR chatter splits between Nomura (Japan financial), Numerai (crypto), and a small gold producer. On the equity side, technicians see NMR at $10.50-$11.00 hard resistance with the trendline holding as key. Bulls call large-cap non-tech financials working (LYG/NWG/NMR/AEG) and Numerai crushing since launching 10 years ago. One target smash intraday. Aggregate voice bullish across interpretations.

Read what X is saying about $NMR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Nomura, up 37% in a year on the Japanese financial trade — cheap, improving earnings, and pressed against resistance into the October print.

Nomura Holdings has participated in the broader Japanese financials rally, with the Wholesale segment benefiting from capital-markets activity and Wealth Management holding up — the shares are now at 71% of the 52-week range going into the October 28 report.

  • Three of the last four quarterly EPS prints beat consensus (Q4 +29%, Q2 +30%, Q1 -24% miss, Q3 -25% miss earlier), and the sell-side 2026 fiscal EPS of ¥131.57 against the ADR price of $9.73 translates to a forward multiple under 10x.
  • Technicians flag $10.50-$11.00 as hard overhead resistance for the ADR — Nomura broke a multi-year downtrend earlier in 2026 and is coiling just under it as JGB-yield volatility creates episodic macro headlines.
  • The ROE of 4% and ROIC of 24% are overstated by one-off items in the TTM window; the normalized ROE is in the 7-9% range, consistent with a trading-business multiple of 10-12x on steady-state earnings.

At $9.73 the stock is in the quality-at-a-reasonable-price band for a global financial, but the Japanese fiscal narrative is cutting both ways — the October 28 result and management's commentary on JGB-related trading income is the swing variable.

Agrees with X sentimentX is bullish framing NMR alongside LYG and NWG as working large-cap non-tech financials with technical support; the TickerTalks read agrees — the fundamentals back the move and the valuation is undemanding into the October 28 print.

What to watch: October 28 fiscal Q2 earnings and the trading-income disclosure; JGB-yield volatility and any Bank of Japan policy signal; Wholesale segment revenue trajectory and any update on the US fixed-income business.

On the calendar: Fiscal Q2 earnings scheduled 2026-10-28

Read the AI verdict on $NMR

  • 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.

Japan's largest investment bank offering retail wealth management, institutional securities, and asset management globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Capital Markets sits in its cycle right now — and what that implies for $NMR.

Financial - Capital Markets · Financial Services

No material change from last week — digital-asset platforms drive growth as retail crypto trading and stablecoin adoption (USDC via CRCL) expand.

What this means for $NMR

Partial — Japan's largest investment bank offering retail wealth management, institutional securities, and asset management globally.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.4%YTD
+3.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
0.3How 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
24.0%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
12.3%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
0.0Same 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
404%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
42.0%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
9.9Total 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 29, 2026$0.30$0.23+30.4%
Q1 2026Apr 24, 2026$0.16$0.21-23.8%
Q4 2025Jan 30, 2026$0.18$0.24-25.0%
Q3 2025Nov 7, 2025$0.22$0.17+29.4%
Next earningsWed, Oct 28·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.36T+38.4%53.2%7.9%$24.79$0
Q3 FY26$1.17T+1.7%42.4%11.5%$31.76$0
Q2 FY26$1.11T-6.7%42.0%12.3%$31.34—
Q1 FY26$1.11T-5.3%43.0%14.4%$35.19$0

Forward consensus

6-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.11T$2.06T – $2.19T$131.57$113.58 – $152.096
FY27$2.46T$2.30T – $2.67T$161.20$145.64 – $180.265
FY28$2.50T$2.30T – $2.75T$159.39$144.00 – $178.235
FY29$2.58T$2.39T – $2.81T$165.15$149.20 – $184.672
FY30$2.68T$2.48T – $2.92T$201.25$181.82 – $225.042
FY31$2.79T$2.58T – $3.04T$213.79$193.15 – $239.061

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.55%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.-8.3%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.+1.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% 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.β0.605-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.

+ 37 other (37 awards) in window

See when $NMR 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)Jun 23424B5
AI summary

Nomura Holdings filed a preliminary prospectus supplement for a five-tranche offering of senior notes: 3-year floating rate, 5-year floating rate, 3-year fixed rate, 5-year fixed rate, and 10-year fixed rate notes, with aggregate amounts and rates to be determined at pricing. As a major Japanese investment bank, Nomura regularly accesses U.S. debt markets through its holding company structure.

3/ANew insider — initial holdingsJun 93/A
AI summary

Nomura Holdings Director Takahisa Takahara filed an amended Form 3 (Form 3/A) supplementing his March 18, 2026 initial disclosure, reporting 881 direct shares, 101,500 shares through Takahara Kosan K.K., and 98,000 shares through Tokyo Soft K.K. The amendment corrects or supplements prior ownership information for the director of Japan's largest brokerage and investment bank.

+ 44 other (28 6-Ks · 6 13Gs · 2 N-PXs · 2 13Fs) in window

Recent news

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

NMR vs. TW: Which Stock Is the Better Value Option?zacks.com·5d agoDown 11.4% in 4 Weeks, Here's Why You Should You Buy the Dip in Nomura (NMR)zacks.com·5d agoValion Bio's Next-Generation NMR Partnership with LarmorBio Delivers Initial Feasibility Milestoneaccessnewswire.com·5d agoAnalyzing Equus Total Return (NYSE:EQS) and Nomura (NYSE:NMR)defenseworld.net·9d agoNomura (NMR) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?zacks.com·18d ago

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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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