Mitsubishi UFJ Financial Group (MUFG) Stock Today, November 26, 2025: Price, Buyback Catalyst and Fresh Portfolio Moves

Mitsubishi UFJ Financial Group, Inc. (NYSE: MUFG, TSE: 8306) continues to sit near multi‑year highs as trading gets underway on Wednesday, November 26, 2025. After a strong November driven by a higher earnings outlook, a major share buyback and a planned share cancellation, MUFG stock is now being shaped by fresh headlines, including an exit from a substantial stake in Australian energy player ADX Energy and high‑profile celebrations at the New York Stock Exchange. ^[1]

Below is a closer look at MUFG’s share price, the latest news as of today, and what it could all mean for investors watching one of the world’s largest banking groups.

MUFG stock price snapshot for November 26, 2025

In U.S. trading, MUFG’s American Depositary Receipts (ADRs) are changing hands around $15.5 per share, leaving the stock just shy of its recent 52‑week high near $16.2 and well above the 52‑week low around $10.5. ^[2]

MarketBeat data shows MUFG ADRs recently opened a session at about $15.20, with a 50‑day moving average near $15.35 and a 200‑day average near $14.6. At these levels, MUFG’s market capitalisation is in the mid‑$100‑billion range, and the ADRs trade on roughly 14× trailing earnings, with a PEG ratio a little above 1 and a relatively low beta around 0.4, underlining MUFG’s profile as a lower‑volatility global bank stock. ^[3]

On a longer view, Yahoo Finance data suggests MUFG has delivered a year‑to‑date total return of roughly 34% as of November 25, 2025, comfortably ahead of many global bank peers and reflecting both higher Japanese interest rates and growing investor confidence in the group’s restructuring and capital return story. ^[4]

New today: MUFG exits substantial holding in ADX Energy

The clearest MUFG‑specific headline dated today, November 26, 2025, is a disclosure that the group has ceased to be a substantial shareholder in ADX Energy, an Australia‑listed energy company. According to a summary of the regulatory filing, the change in holding stems from securities transactions executed by an entity ultimately controlled by Morgan Stanley, rather than from a direct MUFG market sale. ^[5]

For MUFG investors, this matters less for its immediate financial impact—ADX was not a core holding—than for what it says about capital rotation:

MUFG (and its related entities) are trimming exposure to a niche energy name at a time when the bank is also returning capital via buybacks.
The move may be part of broader portfolio housekeeping as MUFG focuses on areas with higher strategic importance, such as aviation finance, fintech partnerships and AI‑driven services.

It’s unlikely to move the stock on its own, but it adds to the picture of a bank actively re‑allocating capital rather than passively holding minority stakes.

NYSE Closing Bell and 20th‑anniversary spotlight

Another highly visible milestone for MUFG this week has been ringing the Closing Bell® at the New York Stock Exchange, an event held to commemorate the 20th anniversary of the merger between Mitsubishi Tokyo Financial Group and UFJ Holdings, the deal that created Mitsubishi UFJ Financial Group in 2005. ^[6]

The ceremony, highlighted by PR Newswire and market outlets, underlines three themes that matter to shareholders:

Global footprint – MUFG is positioning itself as an entrenched player in U.S. and global capital markets, not just a domestic Japanese lender.
Brand signalling – appearing on the NYSE stage in the middle of an active capital‑return cycle reinforces management’s message that MUFG is entering a new phase of profitable growth.
Investor visibility – events like this tend to boost short‑term news flow and watch‑list adds, which can support liquidity and, at the margin, valuation.

Capital returns: buyback, share cancellation and dividend upgrade

The real engine behind MUFG’s stock story in November has been a three‑pronged capital‑return package announced in mid‑month:

1. Upgraded earnings target and dividend forecast

On November 14, 2025, MUFG raised its earnings target for the fiscal year ending March 31, 2026. The bank now expects profits attributable to owners of the parent of ¥2.1 trillion, up from a previous target of ¥2.0 trillion, a 5% increase. Management cited stronger‑than‑expected net operating profits and higher equity‑method earnings—especially from its stake in Morgan Stanley—as key drivers. ^[7]

Alongside the profit upgrade, MUFG also lifted its year‑end dividend forecast, signalling confidence that higher earnings are sustainable rather than a one‑off windfall. ^[8]

2. New share repurchase program

In a separate notice on the same day, MUFG unveiled a substantial share buyback:

Up to 130 million common shares to be repurchased
Equivalent to about 1.1% of shares outstanding (excluding treasury stock)
Total repurchase amount up to ¥250 billion
Repurchase window: November 17, 2025 to February 27, 2026
Purchases to be made on the Tokyo Stock Exchange ^[9]

3. Cancellation of existing treasury shares

MUFG is pairing the buyback with an immediate reduction in share count:

200 million common shares are scheduled to be cancelled on November 28, 2025
That represents about 1.7% of total shares outstanding before the cancellation ^[10]

For current and prospective shareholders, this combination of higher earnings, a richer dividend and visible share shrinkage is a powerful set of catalysts. It supports earnings per share, signals capital discipline and helps underpin the stock around current levels after a strong run.

Growth and innovation: aviation, fintech and AI deals

Beyond capital returns, MUFG has been quietly building growth platforms in specialty finance and technology:

Aviation finance: Earlier this month, MUFG led and closed a $750 million senior secured revolving credit facility for Willis Mitsui & Co Engine Support Limited (WMES), a 50/50 joint venture between Willis Lease Finance and Mitsui. The facility supports WMES’s acquisition, leasing and trading of aircraft engines, reinforcing MUFG’s niche in global aviation finance. ^[11]
Earned‑wage access and fintech: MUFG also arranged a $75 million senior secured revolving credit facility for EarnIn, a U.S. earnings‑management fintech behind products such as real‑time earned wage access. This deal highlights MUFG’s push into partnering with digital players that target underserved segments of the U.S. workforce. ^[12]
AI collaboration: On November 12, 2025, MUFG and its core banking subsidiary announced an investment and strategic collaboration agreement with Third Intelligence, an AI R&D company. The partnership is aimed at using advanced AI to enhance risk management, data analysis and digital banking capabilities across the group. ^[13]
Aviation portfolio financing: In October, MUFG also arranged roughly $53.7 million in non‑recourse senior secured financing for Blue Crest Aviation Partners, a new aircraft‑leasing joint venture backed by Blue Owl and Crestone Air Partners, further deepening its aircraft finance franchise. ^[14]

Taken together, these moves position MUFG not just as a rate‑beneficiary Japanese megabank, but as a global transaction and specialty‑finance house that can deploy balance sheet into higher‑return niches.

How analysts are looking at MUFG stock now

The recent flurry of announcements has quickly fed into valuation work from equity researchers and data platforms:

A detailed analysis from Simply Wall St notes that MUFG’s upgraded guidance, 130‑million‑share buyback (worth ¥250 billion) and higher dividend forecast all reinforce the bank’s commitment to returning capital and improving earnings quality. ^[15]
The same piece and related commentary project MUFG’s revenue at about ¥6.4 trillion and earnings near ¥2.39 trillion by 2028, implying mid‑single‑digit annual revenue growth and a sizeable uplift in profits versus current levels. ^[16]
Community and analyst fair‑value models cluster around ¥2,450 per Tokyo‑listed share, which implies only around 3% upside from recent spot prices, but some more bullish community estimates see potential for significantly higher valuations—up to around 50% above current levels—if earnings momentum and capital returns continue. ^[17]

That mix creates an interesting setup: MUFG no longer looks obviously cheap after a strong 2025 rally, but the upgraded guidance, buyback and dividend story suggest that, on some models, the stock still trades at a small discount to fair value.

Institutional flows and regulatory backdrop

Recent regulatory filings also show active re‑positioning by institutional investors:

AlphaCore Capital LLC disclosed a new purchase of 17,550 MUFG ADRs, adding to its position in the bank. ^[18]
Rockefeller Capital Management L.P., by contrast, reported selling 24,050 MUFG shares in a recent period. The same filing highlights MUFG’s solid balance‑sheet metrics, including low beta and reasonable leverage, as noted earlier. ^[19]

These position changes are small relative to MUFG’s overall float, but they illustrate that portfolio managers are actively trading the name in response to its rally and new capital‑return story.

On the regulatory front, the Japan Exchange Group has recently discussed tighter guidelines for JGB futures trading following spoofing cases on the exchange, including incidents involving MUFG within the past two years. While no new penalty has been announced alongside these comments, they underscore that compliance and market‑conduct risk remains a live issue for large Japanese banks. ^[20]

Key things MUFG investors should watch next

Going into the rest of this week and into December, here are the main catalysts and risks to keep on the radar:

Share cancellation on November 28, 2025 – The scheduled cancellation of 200 million shares should mechanically reduce the share count and can be supportive for earnings per share and, potentially, the stock price. ^[21]
Pace of buybacks – How aggressively MUFG uses its ¥250 billion buyback authorization between now and February 27, 2026 will be an important signal of management’s conviction in current valuations. ^[22]
Interest‑rate environment in Japan – MUFG’s earnings upgrade partly depends on a more normal rate backdrop; any reversal or renewed compression in Japanese yields could challenge the margin story.
Execution of growth initiatives – Deals in aviation finance, fintech and AI partnerships need to translate into sustainable fee income and not just headline risk‑on lending. ^[23]
Global risk and credit quality – As with all globally active banks, MUFG remains exposed to credit cycles in the U.S., Europe and Asia, where a slowdown or credit event could offset the benefits of higher margins and buybacks.

Bottom line for MUFG stock on November 26, 2025

As of today, MUFG stock is trading near the upper end of its recent range, buoyed by a 5% earnings guidance upgrade, an aggressive capital‑return program and a string of growth‑oriented financing and technology deals. The latest news—exiting a substantial holding in ADX Energy and celebrating 20 years as a merged group at the NYSE—adds colour to the narrative of a bank that is both pruning non‑core exposures and leaning into its global franchise. ^[24]

For investors, MUFG today looks like a mature but still‑growing dividend and buyback story rather than a deep‑value bargain. Whether that’s attractive depends on your view of Japanese rates, global credit conditions and how much weight you place on management’s new capital‑return commitments.