Stock Markets February 12, 2026

Tokyo Stocks Close Higher; Nikkei Edges Up 0.14% as Real Estate, Banking and Textile Sectors Lead

Broad market gains offset steep drops in select industrial and semiconductor-related names

By Avery Klein
Tokyo Stocks Close Higher; Nikkei Edges Up 0.14% as Real Estate, Banking and Textile Sectors Lead

Japanese equities closed modestly higher on Thursday, with the Nikkei 225 rising 0.14%. Strength in the Real Estate, Banking and Textile sectors helped push more advancing issues than decliners on the Tokyo exchange, while a handful of large-cap stocks posted double-digit moves in both directions. Commodity and currency markets showed small directional shifts alongside a slight dip in implied Nikkei volatility.

Key Points

  • Real Estate, Banking and Textile sectors led gains, contributing to the Nikkei 225 rising 0.14%.
  • Top performers included Kubota, Shiseido and Mitsui Mining and Smelting, which recorded double-digit percentage gains and milestone highs for two names.
  • Major declines were seen in Sharp, SUMCO and IHI, reflecting divergence among large-cap stocks; overall market breadth favored advancers (2,288 rising vs 1,334 falling).

Japanese stocks finished the trading day modestly higher on Thursday, with the Nikkei 225 ending the session up 0.14% in Tokyo. Gains were concentrated in Real Estate, Banking and Textile sectors, supporting broader upside in the market.

At the individual security level, Kubota Corp. (TYO:6326) delivered the strongest advance on the Nikkei 225, climbing 18.23% - an increase of 500.00 points - to close at 3,242.00. Shiseido Co., Ltd. (TYO:4911) also posted a large gain, rising 15.83% or 440.50 points to finish at 3,223.00. Mitsui Mining and Smelting Co. (TYO:5706) was up 10.93%, gaining 2,560.00 points to reach 25,990.00 by the close.

Conversely, several names recorded notable declines. Sharp Corp (TYO:6753) was the session's heaviest fall on the Nikkei 225, slipping 12.48% or 96.30 points to end at 675.40. SUMCO Corp. (TYO:3436) declined 8.47%, a drop of 149.50 points to 1,615.00, while IHI Corp. (TYO:7013) fell 7.78% or 350.00 points to close at 4,150.00.

Market breadth was supportive of the advance: on the Tokyo Stock Exchange, rising issues outnumbered decliners by a margin of 2,288 to 1,334, while 209 stocks finished unchanged. The trading session also featured several milestone moves: shares of Kubota and Mitsui Mining and Smelting reached all-time highs, and Shiseido climbed to a 52-week high.

Measures of expected market volatility moved marginally lower. The Nikkei Volatility Index, which reflects implied volatility in Nikkei 225 options, eased 0.14% to 35.77.

Commodities showed small directional changes during the session. Crude oil for March delivery rose 0.31% or 0.20 to $64.83 a barrel. Brent oil for April delivery increased 0.26% or 0.18 to $69.58 a barrel. By contrast, the April Gold Futures contract fell 0.35% or 17.74 to trade at $5,080.76 a troy ounce.

Foreign exchange markets recorded modest moves as well. USD/JPY was higher by 0.05% at 153.32, while EUR/JPY slipped 0.07% to 181.84. The US Dollar Index Futures rose 0.21% to 96.92.


Context and implications

  • Sector leadership came from Real Estate, Banking and Textile names, which underpinned the overall gain in the Nikkei 225.
  • Notable individual stock moves drove much of the session's headline volatility, with both all-time highs and sharp declines observed among major listed firms.
  • Commodity and currency movements were modest, and implied equity volatility recorded a small decline.

Risks

  • Significant single-stock volatility - several large-cap names swung double digits both up and down, which could increase portfolio-level risk for concentrated positions.
  • Movements in commodity prices and currency rates were small but present; oil, gold and FX shifts may introduce headwinds or tailwinds for sector performance.
  • Although implied volatility eased slightly, the Nikkei Volatility Index remains elevated at 35.77, reflecting ongoing uncertainty in option markets.

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