Nintendo (OTCMKTS:NTDOY) Announces Quarterly Earnings Results

Nintendo (OTCMKTS:NTDOY) released its quarterly earnings data on Thursday. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.10, Zacks reports. Nintendo had a return on equity of 13.74% and a net margin of 18.33%.The company had revenue of $3.29 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Nintendo updated its FY 2026 guidance to 0.429-0.429 EPS.

Nintendo Price Performance

OTCMKTS:NTDOY traded down $0.27 during trading hours on Friday, hitting $12.63. The company’s stock had a trading volume of 501,010 shares, compared to its average volume of 3,464,073. The stock has a fifty day simple moving average of $11.15 and a 200-day simple moving average of $12.82. The company has a market capitalization of $65.03 billion, a P/E ratio of 21.05 and a beta of 0.39. Nintendo has a twelve month low of $10.18 and a twelve month high of $24.92.

Institutional Investors Weigh In On Nintendo

An institutional investor recently raised its stake in Nintendo stock. PNC Financial Services Group Inc. boosted its holdings in shares of Nintendo Co. (OTCMKTS:NTDOY) by 13.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,964 shares of the company’s stock after acquiring an additional 1,073 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Nintendo were worth $151,000 at the end of the most recent quarter. 0.02% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

NTDOY has been the topic of several research reports. TD Cowen restated a “buy” rating on shares of Nintendo in a research note on Tuesday, April 14th. Benchmark reiterated a “buy” rating on shares of Nintendo in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold”.

Key Stories Impacting Nintendo

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Nintendo reported fiscal first-quarter EPS of $0.20, double the $0.10 consensus estimate, while revenue reached $3.29 billion versus expectations of $2.72 billion. Operating profit rose 150.5% to 142.6 billion yen, helped by stronger software performance. Nintendo Q1 operating profit jumps 151%, beating analyst estimates
• Positive Sentiment: The company recorded approximately $300 million from refunded U.S. tariffs. The one-time benefit significantly boosted quarterly profit and provides near-term earnings support, although it is not a recurring operating gain. Nintendo just got a nice boost from tariff refunds
• Positive Sentiment: Digital software represented 61.5% of first-quarter software sales, supporting potentially higher-margin recurring revenue. Nintendo also reported 130 million annual playing users, indicating a broad and engaged customer base. Nintendo software sales were 61.5% digital in Q1 FY27
• Neutral Sentiment: Foreign-exchange gains and the tariff refund were important contributors to the profit increase, making the earnings beat less indicative of Nintendo’s underlying recurring profitability. Nintendo’s Quarterly Profit Surges
• Negative Sentiment: Nintendo reduced FY 2026 guidance to approximately $13.1 billion of revenue and $0.429 EPS, below consensus forecasts of $14.8 billion and $0.510 EPS. The company also faces weaker Switch 2 sales and rapidly rising memory-component costs, which could pressure margins. Nintendo’s earnings beat came with one big catch: Memory costs are rising fast

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.