Nomura Holdings, Inc.TSE: 8604

Financial Summary - Six months ended September 30, 2026

· Issued by Nomura Holdings, Inc.

Summary by 6ix AI

Nomura Holdings, Inc., which provides investment, financing and related capital markets services globally, reported net revenue of 1,294.2 billion yen for the six months ended September 30, 2026, up 24.6% from a year earlier, under US accounting standards (U.S. GAAP). Net income attributable to shareholders was 249.3 billion yen, up 26.8%.

Key details

  • Income before income taxes was 359.5 billion yen, up 21.1%, and non-interest expenses rose 26.0% to 934.7 billion yen for the six months ended September 30, 2026.
  • Diluted net income per share was 82.97 yen, compared with 64.53 yen a year earlier. Annualized return on shareholders' equity was 13.3%, compared with 11.3%.
  • The dividend for the September 30 record date is 35.00 yen per share, compared with 27.00 yen a year earlier.
  • Total assets were 67,482,102 million yen at September 30, 2026, compared with 62,645,925 million yen at March 31, 2026.
  • In business segment totals, which exclude part of unrealized gains or losses on equity investments held for operating purposes, net revenue was 1,282.8 billion yen, up 23.7%, and income before income taxes was 348.2 billion yen, up 17.9%.

What’s still pending

  • Nomura does not present earnings forecasts for the year ending March 31, 2027, citing uncertainties in global capital markets, including economic and market conditions.
  • The dividend for the March 31, 2027 record date is unconfirmed.
  • Semi-annual results are exempt from review by certified public accountants or an audit firm.

6ix AI wrote this summary from the release below and checked it against the release.

News Release

October 28, 2026

NOMURA HOLDINGS, INC.

Financial Summary-Six months ended September 30, 2026

We are pleased to report the following consolidated financial summary based on the consolidated financial information under U.S. GAAP for six months ended September 30, 2026.

Financial Summary for the Six Months Ended September 30, 2026 (U.S. GAAP)

Date: October 28, 2026

Company name (code number): Nomura Holdings, Inc. (8604)

Stock exchange listings: (In Japan) Tokyo, Nagoya (Overseas) New York, Singapore

Representative: Kentaro Okuda

President and Group CEO, Nomura Holdings, Inc.

For inquiries: Akihiro Koseki

Managing Director, Head of Investor Relations, Nomura Holdings, Inc. Tel: (Country Code 81) 3-5255-1000

URL: https://www.nomura.com

  1. Consolidated Operating Results
    1. Operating Results

      (Rounded to nearest million) (Millions of yen, except per share data)

      For the six months ended September 30 2025 2026

      % Change from September 30, 2024

      % Change from September 30, 2025

      Total revenue

      2,317,801

      (5.8%)

      2,694,536

      16.3%

      Net revenue

      1,038,777

      10.8%

      1,294,190

      24.6%

      Income before income taxes

      296,927

      25.8%

      359,537

      21.1%

      Net income attributable to

      Nomura Holdings, Inc. ("NHI") shareholders

      196,643

      17.5%

      249,289

      26.8%

      Comprehensive income

      161,423

      98.9%

      210,605

      30.5%

      Basic-Net income attributable to NHI shareholders per share (Yen)

      66.54

      85.39

      Diluted-Net income attributable to NHI shareholders per share (Yen)

      64.53

      82.97

      Return on shareholders' equity - annualized

      11.3%

      13.3%

      Note: Return on shareholders' equity is a ratio of Net income attributable to NHI shareholders to Total NHI shareholders' equity.

    2. Financial Position

    (Millions of yen, except per share data)

    At March 31 At September 30

    2026

    2026

    Total assets

    62,645,925

    67,482,102

    Total equity

    3,854,915

    3,925,763

    Total NHI shareholders' equity

    3,707,868

    3,775,312

    Total NHI shareholders' equity as a percentage of total assets

    5.9%

    5.6%

    Total NHI shareholders' equity per share (Yen)

    1,277.99

    1,291.77

  2. Cash Dividends

    For the year ended March 31

    (Yen amounts)

    Dividends per share Dividends record dates

    2026 2027 2027 (Plan)

    At June 30

    -

    -

    -

    At September 30

    27.00

    35.00

    -

    At December 31

    -

    -

    -

    At March 31

    24.00

    -

    Unconfirmed

    For the year

    51.00

    -

    Unconfirmed

    Note: The dividends for the fourth quarter of the year ending March 31, 2027, are not presented for the reasons stated in " 3. Earnings forecasts for the year ending March 31, 2027."

  3. Earnings Forecasts for the year ending March 31, 2027

Nomura provides investment, financing and related services in the capital markets on a global basis. In the global capital markets there exist uncertainties due to, but not limited to, economic and market conditions. Nomura, therefore, does not present earnings forecasts.

Notes

  1. Significant changes in the scope of consolidation during the period: None

  2. Adoption of the simplified and particular accounting treatments: None

  3. Changes in accounting policies

    1. Changes in accounting policies due to amendments to the accounting standards : None

    2. Changes in accounting policies due to other than a) : None

(4) Number of shares issued (common stock)

At March 31

At September 30

2026

2026

Number of shares outstanding (including treasury stock)

3,088,562,601

3,088,562,601

Number of treasury stock

187,225,377

165,971,520

For the six months ended September 30

2025

2026

Average number of shares outstanding (year-to-date)

2,955,292,000

2,919,555,836

*Semi-annual financial results reports are exempt from review conducted by certified public accountants or an audit firm.

Table of Contents for the Accompanying Materials

  1. Qualitative Information of the Semi-annual Consolidated Results .................................................... P. 2

    1. Consolidated Operating Results ........................................................................................................... P. 2

    2. Consolidated Financial Position .......................................................................................................... P. 4

    3. Consolidated Earnings Forecasts ......................................................................................................... P. 4

  2. Semi-annual Consolidated Financial Statements ................................................................................. P. 5

    1. Semi-annual Consolidated Balance Sheets .......................................................................................... P. 6

    2. Semi-annual Consolidated Statements of Income ............................................................................... P. 8

    3. Semi-annual Consolidated Statements of Comprehensive Income ..................................................... P. 9

    4. Note with respect to the Assumption as a Going Concern .................................................................. P. 10

    5. Significant Changes in Equity ............................................................................................................. P. 11

    6. Segment Information - Operating Segment ......................................................................................... P. 12

  3. Supplementary Information ................................................................................................................... P. 14

    1. Consolidated Statements of Income - Quarterly Comparatives .......................................................... P. 14

    2. Business Segment Information - Quarterly Comparatives .................................................................. P. 15

    3. Other .................................................................................................................................................... P. 16

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1. Qualitative Information of the Semi-annual Consolidated Results (1) Consolidated Operating Results

U.S. GAAP

Billions of yen % Change For the six months ended

September 30,

September 30,

(B-A)/(A)

2025 (A)

2026 (B)

Net revenue

1,038.8

1,294.2

24.6

Non-interest expenses

741.9

934.7

26.0

Income (loss) before income taxes

296.9

359.5

21.1

Income tax expense

93.7

97.0

3.5

Net income (loss)

203.3

262.6

29.2

Less: Net income (loss) attributable to noncontrolling interests

6.6

13.3

100.7

Net income (loss) attributable to NHI shareholders

196.6

249.3

26.8

Return on shareholders' equity - annualized

11.3%

13.3%

-

Note: Return on shareholders' equity is a ratio of Net income (loss) attributable to NHI shareholders to Total NHI shareholders' equity.

Nomura Holdings, Inc. and its consolidated entities (collectively, "Nomura") reported net revenue of 1,294.2 billion yen for the six months ended September 30, 2026, an increase of 24.6% from the same period in the prior year. Non-interest expenses increased by 26.0% from the same period in the prior year to 934.7 billion yen. Income before income taxes was 359.5 billion yen and net income attributable to NHI shareholders was 249.3 billion yen for the six months ended September 30, 2026.

Segment Information

Billions of yen % Change For the six months ended

September 30,

September 30,

(B-A)/(A)

2025 (A)

2026 (B)

Net revenue

1,037.1

1,282.8

23.7

Non-interest expenses

741.9

934.7

26.0

Income (loss) before income taxes

295.3

348.2

17.9

In the above segment information totals, which exclude a part of unrealized gain (loss) on investments in equity securities held for operating purposes, net revenue for the six months ended September 30, 2026 was 1,282.8 billion yen, an increase of 23.7% from the same period in the prior year. Non-interest expenses increased by 26.0% from the same period in the prior year to 934.7 billion yen. Income before income taxes increased by 17.9% to 348.2 billion yen for the six months ended September 30, 2026. Please refer to page 12 for further details of the differences between U.S. GAAP and business segment amounts.

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