Nomura ADR jumps as record FY2025/26 profit and shareholder returns support shares
Nomura Holdings’ ADR (NMR) is rising as investors continue to reprice the stock after its April 24, 2026 full‑year results showed net revenue up 15% to ¥2,167.7bn and record net income of ¥362.1bn with 10.1% ROE. Supportive capital-return signals—an annual dividend of ¥51 (including a ¥24 year-end dividend payable June 1, 2026) plus the recently completed ¥60bn buyback—are reinforcing the bid.
1) What’s moving the stock
Nomura Holdings’ U.S.-listed ADRs (NMR) are up about 3.5% in Wednesday trading, as the market continues to react to the company’s latest reported financials and capital-return plans. The key backdrop is Nomura’s April 24, 2026 fourth-quarter and full-year FY2025/26 report, which highlighted a 15% year-on-year rise in net revenue to ¥2,167.7 billion, record net income attributable to shareholders of ¥362.1 billion, and a 10.1% ROE—metrics that have improved investor confidence in earnings durability and capital efficiency. (nomuraholdings.com)
2) Why investors are bidding it up
The move is being reinforced by shareholder-return visibility. Nomura declared a year-end cash dividend of ¥24 per share with a payment date of June 1, 2026, bringing the annual dividend to ¥51 per share (including the interim dividend). Separately, Nomura has also emphasized buybacks recently, including disclosure around the completion/results of its roughly ¥60 billion repurchase program, which adds a tangible floor for capital returns in investors’ models. (nomuraholdings.com)
3) What to watch next
Investors will be monitoring whether Nomura can sustain record-level profitability into FY2026/27 given quarterly volatility in Wholesale results and the potential for swings in market activity to impact trading and investment gains. Any fresh updates on additional buyback authorizations, dividend policy shifts, or large strategic actions in asset/wealth management could quickly become the next catalyst for the ADR. (stocktitan.net)