Stock Markets February 26, 2026

Tokyo stocks close higher as Real Estate, Banking and Textile sectors lift Nikkei 225

Nikkei 225 rises 0.41% with NEC, Recruit and M3 among top gainers; market breadth favors advancers

By Jordan Park
Tokyo stocks close higher as Real Estate, Banking and Textile sectors lift Nikkei 225

Japan's equity market finished higher on Thursday, with the Nikkei 225 up 0.41% at the close. Strength in Real Estate, Banking and Textile sectors supported the advance. NEC Corp., Recruit Holdings and M3 led gains, while Taiyo Yuden, Sumitomo Electric and Takashimaya were the session's largest decliners. Market breadth favored rising issues and implied volatility fell sharply. Oil and gold moved modestly and major currency pairs softened against the yen.

Key Points

  • Nikkei 225 closed up 0.41%, driven by gains in Real Estate, Banking and Textile sectors.
  • Top individual gainers were NEC Corp., Recruit Holdings and M3; largest decliners included Taiyo Yuden, Sumitomo Electric and Takashimaya.
  • Market breadth favored advancers with 2,238 rising stocks versus 1,384 falling; Nikkei Volatility fell 12.69% to 26.89.

Stocks in Japan ended the trading day on a positive note Thursday, with the Nikkei 225 closing 0.41% higher. Sector strength in Real Estate, Banking and Textile helped push the index into gains by the market's close in Tokyo.

The session's strongest performers on the Nikkei 225 were NEC Corp. (TYO:6701), Recruit Holdings Co Ltd (TYO:6098) and M3 Inc (TYO:2413). NEC Corp. climbed 9.44%, adding 355.00 points to finish at 4,115.00. Recruit Holdings rose 7.31%, or 460.00 points, to end trading at 6,750.00. M3 increased 6.44%, gaining 98.50 points to close at 1,628.50.

On the downside, the largest losers included Taiyo Yuden Co., Ltd. (TYO:6976), which dropped 4.72% or 242.00 points to finish at 4,889.00. Sumitomo Electric Industries Ltd. (TYO:5802) fell 4.43%, losing 475.00 points to close at 10,240.00, and Takashimaya Co., Ltd. (TYO:8233) declined 4.41% or 93.00 points to end at 2,014.50.

Market breadth on the Tokyo Stock Exchange favored advancing issues, with 2,238 stocks rising versus 1,384 declining and 207 ending unchanged.

The Nikkei Volatility index, which reflects implied volatility for Nikkei 225 options, eased 12.69% to 26.89 by the close.

Commodity markets were mixed. Crude oil for April delivery moved up 0.17% or 0.11 to $65.53 a barrel. Brent oil for May delivery gained 0.23% or 0.16 to $70.85 a barrel. April Gold Futures declined 0.29% or 15.19 to trade at 5,211.01 a troy ounce.

In currency markets, USD/JPY fell 0.27% to 156.01 while EUR/JPY slipped 0.21% to 184.37. The US Dollar Index Futures was down 0.09% at 97.54.

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Risks

  • Notable declines in select large-cap stocks such as Taiyo Yuden, Sumitomo Electric and Takashimaya introduce stock-specific downside risk for portfolios exposed to these names - particularly impacting industrial and retail-related sectors.
  • A drop in implied volatility - the Nikkei Volatility index fell 12.69% - may signal lower option market hedging costs but could also precede sudden volatility spikes; this affects derivatives and risk management strategies.
  • Movements in commodities and currencies, including crude oil, Brent, gold and USD/JPY, could influence sector performance, especially for exporters and commodity-sensitive industries.

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