Nintendo (OTCMKTS:NTDOY) Issues Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Nintendo (OTCMKTS:NTDOY) released its quarterly earnings results on Thursday. The company reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.10, Zacks reports. Nintendo had a net margin of 21.00% and a return on equity of 16.11%. The business had revenue of $3.29 billion for the quarter, compared to analysts’ expectations of $2.72 billion. Nintendo updated its FY 2026 guidance to 0.429-0.429 EPS.

Nintendo Trading Down 1.4%

NTDOY traded down $0.18 during trading on Friday, reaching $12.72. The stock had a trading volume of 1,241,068 shares, compared to its average volume of 5,313,710. The company has a market capitalization of $65.50 billion, a price-to-earnings ratio of 19.27 and a beta of 0.39. The stock’s 50 day moving average is $11.18 and its two-hundred day moving average is $12.82. Nintendo has a one year low of $10.18 and a one year high of $24.92.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Benchmark reaffirmed a “buy” rating on shares of Nintendo in a research note on Monday, May 11th. TD Cowen reissued a “buy” rating on shares of Nintendo in a research note on Tuesday, April 14th. 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 MarketBeat.com, the company presently has an average rating of “Hold”.

Institutional Trading of Nintendo

An institutional investor recently bought a new stake in Nintendo stock. DRW Securities LLC purchased a new stake in shares of Nintendo Co. (OTCMKTS:NTDOY) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 17,495 shares of the company’s stock, valued at approximately $295,000. 0.02% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Nintendo

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Nintendo reported first-quarter EPS of $0.20, twice the analyst consensus of $0.10, while revenue reached $3.29 billion versus expectations of $2.72 billion. Operating profit rose 150.5% year over year to approximately ¥142.6 billion, helped by foreign-exchange gains and the U.S. tariff refund. Nintendo Q1 operating profit jumps 151%, beating analyst estimates
• Positive Sentiment: The company recorded a roughly $300 million refund for U.S. tariffs, providing a substantial, unexpected boost to quarterly profit and helping explain the earnings beat. However, the benefit appears largely one-time. Nintendo just got a nice boost from tariff refunds
• Positive Sentiment: Digital software accounted for 61.5% of first-quarter software sales, supporting potentially higher-margin recurring revenue. Nintendo also reported 130 million annual playing users, indicating broad engagement across its ecosystem. Nintendo software sales were 61.5% digital Nintendo had 130 million annual playing users
• Neutral Sentiment: The profit surge was not entirely driven by core operating momentum: foreign-exchange gains and the tariff refund materially contributed, while overall sales declined. Tariff refund ignites profit spike at Nintendo
• Negative Sentiment: Nintendo’s FY 2026 guidance is below expectations, with EPS projected at approximately $0.429 versus consensus of $0.510 and revenue at $13.1 billion versus $14.8 billion. This is the clearest reason the stock remains under pressure despite the quarterly beat.
• Negative Sentiment: Switch 2 sales were described as weak during the quarter, and rising memory-component costs could pressure margins and make the hardware cycle less profitable. Nintendo profit and revenue beat estimates despite Switch 2 sales slump Nintendo earnings beat came with rising memory costs

About Nintendo

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.