Achieving ROE of 8% or Higher
First written in FY2020-Q1. 4 of 15 entries say "Advanced", first in 2026-06-29. Latest entry: 2026-10-09.
The whole theme swung hardest in 2020: 25 of 113 companies on the "Worse" side.
- FY2026Disclosed ROE of 6.0%Annual report
「ROE (return on equity) 8% or higher 6.0%」
The target of ROE of 8% or higher for the fiscal year ending March 2028 has been maintained, while actual ROE for the fiscal year ending March 2026 was 6.0%, below the target level. - FY2025SoftenedAnnual report
「Fiscal year ending March 2028 Target ROE (return on equity) of 8% or higher」
The target of ROE of 8% or higher has been maintained, while the deadline has been extended from the previous target of the end of March 2025 to the fiscal year ending March 2028. Actual ROE for the fiscal year ending March 2025 was 6.3%. - FY2023Actual ROE turned negativeAnnual report
「Return on equity (%) 0.4 1.8 8.4 5.1 △4.5 Specifically, the Company has set targets, by the end of March 2025, of ROE (return on equity) of 8% or higher, a fixed-cost coverage ratio of 50% or higher in the securities business, and assets under custody of ¥2 trillion or more.」
The target of ROE of 8% or higher by the end of March 2025 has been maintained, but actual ROE for the fiscal year ended March 2023 declined from 5.1% in the previous fiscal year to △4.5%. - FY2022SoftenedAnnual report
「Specifically, the Company has set targets, by the end of March 2025, of ROE (return on equity) of 8% or higher, a fixed-cost coverage ratio of 50% or higher in the financial instruments business, and group assets under custody of ¥2 trillion or more.」
The target of ROE of 8% or higher has been reset with a deadline of the end of March 2025. The deadline has been extended from the previous target of the end of March 2022, while actual ROE for that fiscal year was 5.1%. - FY2021Disclosure of actual ROE of 8.4%Annual report
「Return on equity (%) 2.0 4.1 0.4 1.8 8.4」
The Company discloses return on equity of 8.4% for the fiscal year ended March 2021 as a key management indicator, but does not explicitly state whether the ROE target for the end of March 2022 was achieved or changed. - FY2020SoftenedAnnual report
「Specifically, the Company has set a target of increasing group assets under custody from ¥1.2666 trillion at the end of March 2019 to ¥1.67 trillion at the end of March 2022.」
In the progress report on the medium-term management plan in this filing, the previously stated target of ROE of 8% or higher is not reiterated, while the assets-under-custody target is stated specifically. It cannot be concluded that the ROE target has been withdrawn. - FY2020-Q1First statedAnnual report
「Under this plan, the Company has set targets of ROE of 8% or higher and assets under custody of ¥1.67 trillion by the end of March 2022.」
The medium-term management plan states, for the first time, a target of ROE of 8% or higher by the end of March 2022.