Securities & Commodity Futures · Fiscal year end Mar 31

Monex Group, Inc.

8698

マネックスグループ株式会社

FIGI BBG000Q3PCS08698.T8698 JPCorp. no. 8010001089066

Latest half-year results

First half · fiscal year to 2026-03 · filed 2025-11-14

For the first half of the fiscal year to 2026-03: Revenue ¥40.4 billion (+12.8% YoY), Profit before tax ¥7.7 billion (+52.8% YoY), Net income ¥4.5 billion (+12.3% YoY).

	This period	Year on year
Revenue	¥40.4bn	+12.8%
Profit before tax	¥7.7bn	+52.8%
Net profit to owners	¥4.5bn	+12.3%

From the securities report on EDINET, which states no forecast. History via /v1/companies/8698/earnings-releases.

Financials

IFRS · consolidated · fiscal year to 2026-03-31

Revenue: ¥83.6bn
Net income: ¥10.9bn
ROE: 8.7%
Equity ratio: 16.9%
Dividend / share: ¥30.7
Employees: 1,122

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥83.6bn	¥10.9bn	¥746.8bn	¥126.4bn	8.7%	¥43.41	¥17.8bn
2025-03-31	¥73.8bn	−¥5.1bn	¥709.6bn	¥124.0bn	-4.0%	¥-19.79	¥13.3bn
2024-03-31	¥65.7bn	¥31.3bn	¥761.6bn	¥131.7bn	27.1%	¥121.67	¥8.1bn
2023-03-31	¥55.8bn	¥3.4bn	¥1,504.1bn	¥99.6bn	3.3%	¥12.85	−¥31.0bn
2022-03-31	¥88.8bn	¥13.0bn	¥1,607.8bn	¥104.3bn	13.4%	¥50	¥51.7bn

Indicators

Computed by us from filings · fiscal year to 2026-03-31

Metric	Value	Percentile among listed companies
ROE, %	8.7	50.6
Ordinary margin	0.1885	88.8
Equity ratio, %	16.9	5.9
Revenue growth	0.1327	76.9
Net income growth	3.1539	95.9
Operating cash flow / assets	0.0238	25.1

Policy-uncertainty measure0.39 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Politics & geopolitics 1

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 1 new 5% holder(s) in 180 days; net stake change 0.00pt in 90 days; 0.0% held by other listed companies.

Results wording balance: +1.00. Proprietary text method; it describes the wording only and does not interpret context.

Via /v1/companies/8698/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Internal control, 2026-06-26: see filing 上記の評価の結果、当事業年度末日時点において、当社の財務報告に係る内部統制は有効であると判断いたしました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Online Brokerage, Crypto Asset, Asset Management Wealth Management, Investment, Other. /v1/companies/8698/segments

Latest voting result: 2026-06-27 · 定款一部変更の件 · passed. /v1/companies/8698/voting

Ownership changes

All companies →

2026-06-30

New 5% stake

Oasis Management Company Ltd. disclosed a 5.15% stake in Monex Group, Inc. (8698), crossing the 5% reporting threshold.

S100YKJUFiler profile Original filing (PDF, Japanese)
2026-06-30

Purpose change

Oasis Management Company Ltd. changed its stated purpose for holding Monex Group, Inc. (8698): may_make_proposals -> pure_investment.

S100YKJUFiler profile Original filing (PDF, Japanese)
2023-12-25

Amendment−0.59pt

individual filer filed a correction to a 5% report on Monex Group, Inc. (8698).

S100SJ5HOriginal filing (PDF, Japanese)
2023-12-20

Decrease−0.59pt

individual filer reduced holdings in Monex Group, Inc. (8698) to 8.99% from 9.58%.

S100SI65Original filing (PDF, Japanese)
2023-09-27

Below 5%−1.01pt

Oasis Management Company Ltd. cut holdings in Monex Group, Inc. (8698) to 4.07% from 5.08%, below the 5% threshold.

S100RVUBFiler profile Original filing (PDF, Japanese)
2022-10-07

New 5% stake

Shizuoka Financial Group ,Inc disclosed a 20.00% stake in Monex Group, Inc. (8698), crossing the 5% reporting threshold.

S100PAQ6Filer profile Original filing (PDF, Japanese)
2022-10-07

Threshold

Holdings of Shizuoka Financial Group ,Inc in Monex Group, Inc. (8698) moved above 10% (new -> 20.00%).

S100PAQ6Filer profile Original filing (PDF, Japanese)
2022-10-07

Threshold

Holdings of Shizuoka Financial Group ,Inc in Monex Group, Inc. (8698) moved above 20% (new -> 20.00%).

S100PAQ6Filer profile Original filing (PDF, Japanese)
2022-10-07

Below 5%−20.01pt

THE SHIZUOKA BANK,LTD cut holdings in Monex Group, Inc. (8698) to 0.00% from 20.01%, below the 5% threshold.

S100PBA3Filer profile Original filing (PDF, Japanese)
2022-10-07

Threshold

Holdings of THE SHIZUOKA BANK,LTD in Monex Group, Inc. (8698) moved below 10% (20.01% -> 0.00%).

S100PBA3Filer profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Bought SoldHover a dot for the trade

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
Oasis Management Company Ltd.	2021-12-24 – 2026-06-23	+5,160,946	+1.92pt	¥581	¥581–581
individual filer	2024-03-15 – 2024-03-15	-6,492,000	−2.52pt	¥924	¥924–924
individual filer	2024-03-15 – 2024-03-15	+6,492,000	+2.52pt	¥924	¥924–924
株式会社静岡銀行	2022-10-03 – 2022-10-03	0	0.00pt	—	—
株式会社しずおかフィナンシャルグループ	2022-10-03 – 2022-10-03	0	0.00pt	—	—

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/8698/trades.

5% filings

Large shareholding reports on 8698

Filed	Filer	Stake	Change	Stated purpose
2026-06-30	Oasis Management Company Ltd.	5.15%	—	pure investment
2024-03-15	individual filer	8.99%	0.00pt	—
2023-12-25	individual filer	8.99%	−0.59pt	—
2023-12-20	individual filer	8.99%	−0.59pt	—
2023-09-27	Oasis Management Company Ltd.	4.07%	−1.01pt	may make proposals
2022-10-07	Shizuoka Financial Group, Inc.	20.00%	—	business alliance
2022-10-07	THE SHIZUOKA BANK,LTD.	0.00%	−20.01pt	—
2022-02-28	Oasis Management Company Ltd.	5.08%	—	may make proposals

Major shareholders

As of fiscal year end 2026-03-31

Shareholder	Shares	Ratio
株式会社しずおかフィナンシャルグループ	51,091,100	20.32%
日本マスタートラスト信託銀行株式会社(信託口)	28,766,700	11.44%
株式会社松本	22,080,200	8.78%
株式会社日本カストディ銀行（信託口）	9,327,486	3.71%
ＪＰモルガン証券株式会社	6,248,216	2.48%
individual holder	3,798,697	1.51%
individual holder	3,455,800	1.37%
individual holder	2,618,891	1.04%
individual holder	2,526,773	1.00%
individual holder	2,484,322	0.98%

U.S. funds holding 8698

SEC Form N-PORT, reports to 2026-07-31

48 U.S. funds held 14,011,542 shares worth $58.7m.

Fund	Shares	Value	% of fund	As of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	2,494,873	$11.0m	0.002%	2026-07-31
iShares Core MSCI EAFE ETF iShares Trust	1,579,200	$7.0m	0.004%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	1,687,441	$6.5m	0.002%	2026-06-30
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST	1,197,615	$4.6m	1.706%	2026-06-30
WisdomTree Japan Hedged Equity Fund WisdomTree Trust	1,023,600	$3.9m	0.056%	2026-06-30

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/8698
GET /v1/companies/8698/financials
GET /v1/companies/8698/details
GET /v1/companies/8698/segments
GET /v1/companies/8698/voting
GET /v1/companies/8698/tender-offers
GET /v1/companies/8698/indicators
GET /v1/companies/8698/earnings-releases
GET /v1/events?ticker=8698
GET /v1/companies/8698/trades         
GET /v1/companies/8698/cross-holdings 
GET /v1/companies/8698/brief

Plans from $9 a month · Documentation