Nintendo (OTCMKTS:NTDOY) Releases FY 2026 Earnings Guidance

Nintendo (OTCMKTS:NTDOY) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.429-0.429 for the period, compared to the consensus estimate of 0.510. The company issued revenue guidance of $13.1 billion-$13.1 billion, compared to the consensus revenue estimate of $14.8 billion.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on NTDOY shares. TD Cowen restated a “buy” rating on shares of Nintendo in a research report on Tuesday, April 14th. Benchmark reiterated a “buy” rating on shares of Nintendo in a research report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Nintendo currently has a consensus rating of “Hold”.

Nintendo Stock Down 1.9%

NTDOY traded down $0.25 on Friday, hitting $12.65. 608,661 shares of the company traded hands, compared to its average volume of 3,464,546. Nintendo has a 12-month low of $10.18 and a 12-month high of $24.92. The company has a 50 day moving average of $11.15 and a 200-day moving average of $12.82. The stock has a market capitalization of $65.14 billion, a PE ratio of 21.08 and a beta of 0.39.

Nintendo (OTCMKTS:NTDOY) last announced its earnings results on Thursday, August 6th. The company reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.10. The company had revenue of $3.29 billion for the quarter, compared to the consensus estimate of $2.72 billion. Nintendo had a return on equity of 13.74% and a net margin of 18.33%.Nintendo has set its FY 2026 guidance at 0.429-0.429 EPS. On average, research analysts anticipate that Nintendo will post 0.51 EPS for the current year.

More Nintendo News

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Nintendo reported fiscal first-quarter EPS of $0.20, compared with the $0.10 consensus estimate, while revenue reached $3.29 billion versus expectations of $2.72 billion. Operating profit rose 150.5% year over year to 142.6 billion yen, and net profit increased roughly 54%. Nintendo Q1 operating profit jumps, beating analyst estimates
• Positive Sentiment: Nintendo recorded approximately $300 million in U.S. tariff refunds. The reimbursement provided a significant boost to quarterly profit and helped offset pressure from an overall sales decline, although it is not a recurring earnings source. Nintendo just got a nice boost from tariff refunds
• Positive Sentiment: Software trends remained supportive: 61.5% of first-quarter software sales were digital, while Nintendo reported 130 million annual playing users. These figures point to strong engagement and potentially attractive digital margins. Nintendo software sales were 61.5% digital Nintendo had 130 million annual playing users
• Neutral Sentiment: Foreign-exchange gains also contributed to the earnings strength, meaning part of the profit improvement may not reflect underlying operating growth. Nintendo’s Quarterly Profit Surges
• Negative Sentiment: Nintendo maintained FY 2026 revenue guidance of about $13.1 billion and EPS guidance of $0.429, below analyst expectations of approximately $14.8 billion in revenue and $0.510 EPS. The outlook is the clearest reason for investor caution.
• Negative Sentiment: The earnings beat came despite a Switch 2 sales slump, while rising memory costs could pressure hardware margins and future profitability. Nintendo’s fiscal first-quarter profit and revenue beat estimates Nintendo’s earnings beat came with rising memory costs

Hedge Funds Weigh In On Nintendo

An institutional investor recently raised its stake in Nintendo stock. PNC Financial Services Group Inc. raised its position in Nintendo Co. (OTCMKTS:NTDOY) by 13.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 8,964 shares of the company’s stock after acquiring an additional 1,073 shares during the period. PNC Financial Services Group Inc.’s holdings in Nintendo were worth $151,000 at the end of the most recent reporting period. 0.02% of the stock is owned by hedge funds and other institutional investors.

Nintendo Company Profile

Nintendo Co, Ltd., headquartered in Kyoto, Japan, is a global entertainment company best known for designing, manufacturing and marketing video game hardware and software. Founded in 1889 as a playing-card company, Nintendo transitioned into electronic entertainment in the latter half of the 20th century and has since become one of the most recognizable names in interactive entertainment. The company serves markets worldwide, with major operations and customer bases in Japan, North America and Europe, and it maintains a presence through regional subsidiaries, distribution partners and digital storefronts.

Nintendo’s business spans console and handheld hardware, first-party software titles, digital services and licensing.