Mitsubishi UFJ Forecasts $0.29 EPS on $9.34B Revenue, Sees ROE at 12.0%

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Mitsubishi UFJ expects Q1 2026 EPS of $0.29 on $9.34B revenue, following FY2025 EPS growth of 33.2% to ¥213 and record profits. ROE rose to 11.3% last year, projected at 12.0% in FY2026, while capital ratio and planned buybacks drew analyst scrutiny.

1. Q1 2026 Earnings Forecast

Mitsubishi UFJ anticipates Q1 EPS of $0.29 and revenue of $9.34 billion, setting a performance benchmark as investors monitor net interest margins and fee income trends.

2. FY2025 Performance Highlights

The bank delivered EPS growth of 33.2% to ¥213, exceeding consensus by 8.9% and achieving record annual profit driven by robust loan expansion and diversified fee businesses.

3. Profitability, Capital and Buyback Plans

ROE climbed to 11.3% in FY2025 and is projected to reach 12.0% in FY2026 under higher rate conditions, while a dip in capital ratio and questions over the size of planned share repurchases have attracted attention. The group maintains a trailing P/E of 14.21 and a debt-to-equity ratio of 3.52.

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