MUFG Earnings

MUFG reported its FY2025Q4 earnings on 2025-05-15, showcasing a revenue of 698.00B against an estimate of 984.00B, resulting in a -29.06% surprise. The EPS was 0.13, surpassing the expected 0.03 by 333.33% . The stock experienced a 1.97% price change on the earnings day and a 3.86% change over the next five days, reflecting market reactions to the results.

Following MUFG's FY2025Q4 earnings announcement on 2025-05-15, the stock price moved by 1.97% on the day of the release. Over the subsequent five days, it saw a 3.86% change. Historically, MUFG's stock price tends to shift by an average of -4.45% in the 10 days leading up to earnings and -0.47% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate MUFG’s annual revenue to reach 1.00T, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.65% and EPS estimates Revise Upward by 8.61% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between MUFG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 0.65%, while EPS estimates moved Revise Upward by 8.61% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MUFG's stock price typically moves by -4.45% in the 10 days before its earnings and -0.47% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.00 and revenue of 1.00T.

The earnings call summary highlights strong production growth, improved EBITDAX margins, and a significant cash position increase, which are positive indicators. The Q&A section provides insights into future drilling plans and cost-saving opportunities due to lower rig rates. Although management avoided specific reserve figures, the overall sentiment from analysts seems positive, with no major concerns raised. The company's focus on sustainability and potential shareholder returns further supports a positive outlook. Given these factors, the stock price is likely to experience a positive movement in the short term.