Analysts expect Nomura Holdings to report consensus revenue of approximately ¥624.51 billion and an EPS of ¥30.60 for the quarter ending September 30, 2026, as the stock trades near ¥1,453 against an average analyst price target of ¥1,772.86.
Investors are primarily focused on the growth and integration of the Investment Management division following the $1.8 billion acquisition of Macquarie Asset Management's public investments business.
Strong performance in the Wholesale division and record-breaking Assets Under Management (AUM), which recently surpassed ¥100 trillion, have bolstered recent sentiment. Analysts will also look for signs of sustained profitability in international operations and the impact of a volatile interest rate environment on brokerage fees.