Wealth Management, Inc.
3772ウェルス・マネジメント株式会社
Latest half-year results
First half · fiscal year to 2026-03 · filed 2025-11-10For the first half of the fiscal year to 2026-03: Revenue ¥6 billion (+3.7% YoY), Ordinary income ¥-1.9 billion, Net income ¥-1.4 billion.
| This period | Year on year | |
|---|---|---|
| Revenue | ¥6.0bn | +3.7% |
| Ordinary profit | −¥1.9bn | — |
| Net profit to owners | −¥1.4bn | — |
From the securities report on EDINET, which states no forecast. History via /v1/companies/3772/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2026-03-31- Revenue
- ¥15.1bn
- Net income
- −¥1.2bn
- ROE
- -6.4%
- Equity ratio
- 19.8%
- Dividend / share
- ¥20
- Employees
- 403
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | ¥15.1bn | −¥1.2bn | ¥89.3bn | ¥17.7bn | -6.4% | ¥-61.41 | −¥25.2bn |
| 2025-03-31 | ¥18.3bn | ¥1.1bn | ¥62.1bn | ¥19.4bn | 5.8% | ¥57.56 | −¥3.1bn |
| 2024-03-31 | ¥28.6bn | ¥1.8bn | ¥55.2bn | ¥18.5bn | 10.6% | ¥96.87 | ¥7.0bn |
| 2023-03-31 | ¥14.8bn | ¥3.7bn | ¥49.9bn | ¥15.8bn | 28.0% | ¥213.65 | −¥3.3bn |
| 2022-03-31 | ¥29.0bn | ¥3.5bn | ¥39.4bn | ¥10.9bn | 38.0% | ¥206.07 | ¥19.3bn |
Indicators
Computed by us from filings · fiscal year to 2026-03-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | -6.4 | 4.3 |
| Ordinary margin | -0.1365 | 3.4 |
| Equity ratio, % | 19.8 | 7.1 |
| Revenue growth | -0.1748 | 3.2 |
| Net income growth | -2.068 | 4.4 |
| Operating cash flow / assets | -0.2822 | 1.8 |
Results wording balance: +0.64. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥54.6bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥273m. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/3772/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states themSegments, votes and tender offers
Stated in EDINET filings/v1/companies/3772/segments/v1/companies/3772/votingOwnership changes
All companies →- 2026-03-11
individual filer filed a correction to a 5% report on Wealth Management, Inc. (3772).
- 2026-03-09
individual filer filed a correction to a 5% report on Wealth Management, Inc. (3772).
- 2026-03-09
individual filer reduced holdings in Wealth Management, Inc. (3772) to 27.92% from 29.85%.
- 2025-12-16
Samty Co.,Ltd. cut holdings in Wealth Management, Inc. (3772) to 0.00% from 28.46%, below the 5% threshold.
- 2025-12-16
Holdings of Samty Co.,Ltd. in Wealth Management, Inc. (3772) moved below 10% (28.46% -> 0.00%).
- 2025-12-16
Holdings of Samty Co.,Ltd. in Wealth Management, Inc. (3772) moved below 20% (28.46% -> 0.00%).
- 2025-10-31
Samty Co.,Ltd. reduced holdings in Wealth Management, Inc. (3772) to 28.46% from 28.62%.
- 2025-10-31
individual filer reduced holdings in Wealth Management, Inc. (3772) to 28.60% from 29.85%.
- 2025-10-29
Dai-ichi Life Holdings, Inc. disclosed a 28.46% stake in Wealth Management, Inc. (3772), crossing the 5% reporting threshold.
- 2025-10-29
Holdings of Dai-ichi Life Holdings, Inc. in Wealth Management, Inc. (3772) moved above 10% (new -> 28.46%).
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| サムティ株式会社 | 2025-12-10 – 2025-12-10 | -5,459,200 | −28.46pt | — | — |
| 第一生命ホールディングス株式会社 | 2025-10-24 – 2025-10-24 | +5,459,200 | +28.46pt | ¥1,210 | ¥1,210–1,210 |
| individual filer | 2023-05-31 – 2023-05-31 | 0 | 0.00pt | — | — |
| 大和証券株式会社 | 2022-07-04 – 2022-11-07 | +795,300 | +9.19pt | — | — |
Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/3772/trades.
5% filings
Large shareholding reports on 3772| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-04-03 | Daiichi Life Group, Inc. | 28.46% | 0.00pt | business alliance |
| 2026-03-11 | individual filer | 28.60% | +0.68pt | management participation |
| 2026-03-09 | individual filer | 28.60% | +0.68pt | management participation |
| 2026-03-09 | individual filer | 27.92% | −1.93pt | management participation |
| 2025-12-16 | Samty Co.,Ltd. | 0.00% | −28.46pt | pure investment |
| 2025-12-08 | Samty Co.,Ltd. | 28.46% | 0.00pt | pure investment |
| 2025-10-31 | Samty Co.,Ltd. | 28.46% | −0.16pt | pure investment |
| 2025-10-31 | individual filer | 28.60% | −1.25pt | management participation |
| 2025-10-29 | Daiichi Life Group, Inc. | 28.46% | — | business alliance |
| 2024-03-13 | Samty Co.,Ltd. | 28.62% | −3.39pt | pure investment |
Major shareholders
As of fiscal year end 2026-03-31| Shareholder | Shares | Ratio |
|---|---|---|
| 株式会社第一ライフグループ（旧会社名 第一生命ホールディングス株式会社） | 5,459,200 | 28.47% |
| 赤坂社中有限責任事業組合 | 3,356,400 | 17.50% |
| individual holder | 1,610,300 | 8.40% |
| individual holder | 505,000 | 2.63% |
| individual holder | 270,800 | 1.41% |
| 麻布社中有限責任事業組合 | 248,000 | 1.29% |
| individual holder | 142,100 | 0.74% |
| individual holder | 140,800 | 0.73% |
| individual holder | 116,200 | 0.61% |
| 野村證券株式会社 | 104,933 | 0.55% |
U.S. funds holding 3772
SEC Form N-PORT, reports to 2026-07-317 U.S. funds held 17,200 shares worth $0.1m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,800 | $0.0m | 0.000% | 2026-07-31 |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,400 | $0.0m | 0.000% | 2026-07-31 |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,900 | $0.0m | 0.000% | 2026-07-31 |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 1,600 | $0.0m | 0.000% | 2026-07-31 |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 1,500 | $0.0m | 0.000% | 2026-07-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/3772
GET /v1/companies/3772/financials
GET /v1/companies/3772/details
GET /v1/companies/3772/segments
GET /v1/companies/3772/voting
GET /v1/companies/3772/tender-offers
GET /v1/companies/3772/indicators
GET /v1/companies/3772/earnings-releases
GET /v1/events?ticker=3772
GET /v1/companies/3772/trades
GET /v1/companies/3772/cross-holdings
GET /v1/companies/3772/brief