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NRNRSCF

Nomura Holdings, Inc.

$NRSCF·$29B·Investment - Banking & Investment Services·Financial Services
$9.850.0%YTD+19.0%1Y+46.8%
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 0 posts2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 0 posts0
Price updated 5h ago·X counts updated 3h ago
NRNRSCF
$NRSCFNomura Holdings, Inc.
$9.850.00%0 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 $NRSCF, 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.

Nomura just posted a 30% EPS surprise on the Q1 fiscal 2027 print — the Japanese IB is finally getting the BOJ-normalization bid.

Nomura Holdings is Japan's largest independent investment bank ($29B cap) — Wealth Management, Investment Management, Wholesale (trading and IB), and Banking divisions. The stock is up 19% year-to-date and just posted a July 29 Q1 fiscal 2027 print that beat consensus by 30%, extending a slowly-turning beat cadence that's been building through the BOJ-normalization backdrop.

Where the setup actually sits:

  • Revenue growth is running strong: Q1 fiscal 2027 came in +22% year-over-year on ¥1,362B, following +24%, +16% and prior positive trends — Japanese IB revenue is meaningfully re-accelerating as domestic corporate-finance activity picks up alongside the BOJ moving off zero rates.
  • The Q1 beat pattern is finally consistent: EPS surprises of +30%, -27% and -8% over the last three prints — with Q1 fiscal 2027 the big positive surprise, meaning Nomura is finally showing the operating leverage the Japan-normalization thesis has been implying for two years.
  • Return metrics are exceptional at these numbers: 22% ROIC on 12.3% operating margin — for a global investment bank, ROIC in the 20s is peer-leading, and reflects Nomura's leveraged exposure to Japanese IB revenue at cyclically depressed comparison periods.

The November 4 Q2 fiscal 2027 print is the near-term test — consensus is $0.23 EPS (¥ equivalent). Bulls need continued Wholesale-segment strength, clean Wealth Management flows, and any commentary on Japanese IB deal-pipeline conversion. What breaks the setup at 52-week highs is a fixed-income trading softening or a Japanese corporate-finance-activity slowdown; what extends the run is a large Japanese take-private deal advisory role or continued 20%+ revenue growth.

What to watch: November 4 Q2 fiscal 2027 print — consensus $0.23 EPS (¥ equivalent). Need continued Wholesale-segment strength, clean Wealth Management flows, and Japanese IB deal-pipeline conversion commentary. Fixed-income trading softening or a Japanese corporate-finance-activity slowdown breaks the setup at 52-week highs; a large Japanese take-private deal advisory role or continued 20%+ revenue growth extends the run.

On the calendar: 2026-11-04 — Q2 earnings

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What it does

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

Nomura Holdings, Inc. operates as a holding company which provides investment and financial services. It operates through the following segments: Wealth Management Division, Investment Management Division, Wholesale Division, and Banking Division. The Wealth Management Division segment offers comprehensive asset management services that meet the diverse needs of individual and corporate clients through its network of retail offices and digital channels. The Investment Management Division provides various investment products and services, including investment trusts, discretionary investment services, and private funds to individual investors and Japanese and overseas institutional investors such as pension funds and financial institutions. The Wholesale division offers a diverse product suite to clients across Fixed Income, Equities and Investment Banking and International Wealth Management, catering to the sophisticated needs of clients globally. The Banking division comprises of Nomura Trust and Banking (NTB) and Nomura Bank (Luxembourg) (NBL), which provides trust banking services to clients originating from the securities company. The company was founded by Tokushichi Nomura on December 25, 1925 and is headquartered in Tokyo, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Investment - Banking & Investment Services sits in its cycle right now — and what that implies for $NRSCF.

Investment - Banking & Investment Services · Financial Services

No material change from last week — high ADV benefits the automated electronic broker while the SEC's removal of the $25K PDT rule expands the addressable retail trader population.

Industry benchmark

5-name peer basket
+4.7%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
22.1%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
395%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
10.2Total 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$0.31$0.24+29.6%
Q1 2026Apr 24, 2026$0.16$0.22-27.1%
Q4 2025Jan 30, 2026$0.20$0.22-8.3%
Q3 2025Dec 12, 2025$30.49——
Next earningsWed, Nov 4·consensus EPS $0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.36T+22.5%41.5%15.4%$50.05—
Q4 FY26$1.22T+24.3%41.3%8.9%$25.56$0
Q3 FY26$1.34T+16.3%27.5%10.1%$31.23$0
Q2 FY26$171.78T+14287.2%42.0%12.3%$4901.86—

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.10T$2.05T – $2.18T$131.25$89.49 – $167.056
FY27$2.25T$2.12T – $2.42T$139.33$123.96 – $155.225
FY28$2.34T$2.08T – $2.58T$143.38$127.55 – $159.736
FY29$2.40T$2.20T – $2.61T$148.00$131.67 – $164.885
FY30$2.14T$1.96T – $2.33T$139.25$123.88 – $155.133

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.0.0×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.100%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.+11.2%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.+19.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.7B 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.β0.285-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.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

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

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