Dec 29, 2025 • TipRanks
NEUTRAL
Mitsubishi UFJ Exits Substantial Holder Position in Amplitude Energy
Mitsubishi UFJ Financial Group has ceased to be a substantial shareholder in Amplitude Energy Limited following a series of transactions. These transactions, involving purchases, sales, and collateral returns facilitated by Morgan Stanley and First Sentier Group Limited, reduced Mitsubishi UFJ's voting power below the disclosure threshold. This shift signals a change in Amplitude Energy's share register and could alter institutional influence over the company.
Dec 28, 2025 • Insider Monkey
BULLISH
Japan’s Mitsubishi UFJ Financial Group, Inc. (MUFG) To Buy 20% Share In India’s Shriram Finance For $4.4 Billion
Japan's Mitsubishi UFJ Financial Group, Inc. (MUFG) plans to acquire a 20% stake in India’s Shriram Finance Ltd. for $4.4 billion, marking the largest cross-border investment in India's financial market. This deal, pending regulatory approval, includes minority protection rights for MUFG and is expected to strengthen Shriram Finance's balance sheet and credit ratings. Shriram Finance's shares rose 3.7% after the announcement.
Dec 25, 2025 • Insider Monkey
NEUTRAL
Growth Stock Portfolio: 12 Stock Picks By Ken Fisher
Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) is making a significant move into India's financial market by acquiring a 20% stake in Shriram Finance Ltd. for $4.4 billion, making it the largest cross-border investment in the country's financial sector. This strategic investment, part of Ken Fisher's growth stock portfolio, grants MUFG minority protection rights and aims to strengthen Shriram Finance's balance sheet and promote long-term growth. The deal follows regulatory clarifications from India's central bank and could potentially lead to MUFG increasing its stake further in the future.
Dec 23, 2025 • MarketBeat
NEUTRAL
Corient Private Wealth LLC Increases Stock Position in Mitsubishi UFJ Financial Group, Inc. $MUFG
Corient Private Wealth LLC significantly increased its stake in Mitsubishi UFJ Financial Group (MUFG) by 67.1% in the second quarter, bringing its total holdings to 198,338 shares valued at $2.72 million. This move comes as MUFG plans to acquire a 20% stake in India’s Shriram Finance for approximately $4.3 billion, a strategic investment expected to strengthen Shriram's capital and provide MUFG direct exposure to the Indian lending market despite potential impacts on MUFG's capital allocation. Other institutions, including Fisher Asset Management LLC, have also increased their positions in MUFG, with institutional owners collectively holding 13.59% of the company's stock.
Dec 22, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Will Leadership Reshuffle and India Stake Deal Change Mitsubishi UFJ Financial Group's (TSE:8306) Narrative
Mitsubishi UFJ Financial Group is undergoing a leadership reshuffle with Junichi Hanzawa set to become group CEO, and is acquiring a 20% stake in Shriram Finance in India. These changes aim to enhance lending profitability and expand overseas and digital financial platforms. The article explores how this transition might influence the company's investment narrative, emphasizing improved lending profitability and shareholder distributions, while also highlighting potential sensitivities to interest income from bond portfolios.
Dec 22, 2025 • Times of India
NEUTRAL
'Mitsubishi to power Shriram Finance's growth'
Japan's Mitsubishi UFJ Financial Group (MUFG) will invest Rs 39,618 crore in Shriram Finance through a preferential allotment of equity shares, acquiring a 20% stake in the non-bank lender. This capital infusion will strengthen Shriram Finance's balance sheet and provide long-term growth capital. The deal represents one of the largest foreign direct investments in India's non-banking financial sector, with Shriram Finance planning to grow its vehicle finance portfolio at a 20% CAGR over the next four-to-five years.