Stock Markets February 25, 2026

Tokyo Stocks Rally to Record; Nikkei 225 Climbs 2.22%

Real estate, banking and textile sectors drive advance as select miners and manufacturers hit new highs

By Jordan Park
Tokyo Stocks Rally to Record; Nikkei 225 Climbs 2.22%

Japanese equities closed higher on Wednesday, with the Nikkei 225 advancing 2.22% to reach a fresh all-time high. Gains were concentrated in Real Estate, Banking and Textile sectors, while several individual names posted double-digit percentage moves. Market breadth favored advancers, and volatility and commodity markets moved higher alongside mixed currency flows.

Key Points

  • Nikkei 225 rose 2.22% to a new all-time closing high, led by Real Estate, Banking and Textile sectors.
  • Top risers: Mitsui Mining and Smelting (TYO:5706) +8.17% to 35,740.00; Sumitomo Metal Mining (TYO:5713) +7.77% to 11,650.00; Dainippon Screen (TYO:7735) +7.57% to 23,370.00. Several reached all-time highs.
  • Notable laggards included Nippon Steel (TYO:5401) -5.51% to 627.30, Resona Holdings (TYO:8308) -5.01% to 1,830.00 and Takashimaya (TYO:8233) -4.62% to 2,107.50; market breadth favored advancers 2,108 to 1,485.

Tokyo's stock market ended the trading session higher on Wednesday, with the Nikkei 225 adding 2.22% to finish at a new record closing level. Strength was led by the Real Estate, Banking and Textile sectors, which together helped propel broader gains across the bourse.

Among individual issues, Mitsui Mining and Smelting Co. (TYO:5706) was the session's strongest performer, climbing 8.17% - a rise of 2,700.00 points - to close at 35,740.00. Sumitomo Metal Mining Co., Ltd. (TYO:5713) followed with a 7.77% increase, gaining 840.00 points to end the day at 11,650.00. Dainippon Screen Mfg. Co., Ltd. (TYO:7735) also posted a notable advance, up 7.57% or 1,645.00 points to finish at 23,370.00.

On the downside, Nippon Steel Corp (TYO:5401) suffered the largest loss among the headline names, falling 5.51% - down 36.60 points - to close at 627.30. Resona Holdings, Inc. (TYO:8308) declined 5.01%, losing 96.50 points to settle at 1,830.00, while Takashimaya Co., Ltd. (TYO:8233) was down 4.62%, a drop of 102.00 points to 2,107.50.

Market breadth on the Tokyo Stock Exchange favored advancing issues: 2,108 stocks climbed versus 1,485 that fell, while 239 issues finished unchanged. The trading day also saw multiple individual stocks reach new record highs; shares of Mitsui Mining and Smelting Co. (TYO:5706), Sumitomo Metal Mining Co., Ltd. (TYO:5713) and Dainippon Screen Mfg. Co., Ltd. (TYO:7735) each rose to all-time highs during the session.

Implied volatility for Nikkei 225 options moved higher, with the Nikkei Volatility index rising 15.10% to 30.80.

Commodity markets reflected modest gains. Crude oil for April delivery increased 0.62% - up 0.41 - to $66.04 a barrel. Brent crude for May delivery rose 0.60% or 0.42 to $71.00 a barrel. Precious metals were also stronger, with the April Gold Futures contract increasing 0.72% or 37.51 to trade at 5,213.81 per troy ounce.

Foreign exchange movements were mixed: the USD/JPY pair declined 0.08% to 155.70, while EUR/JPY climbed 0.16% to 183.81. The US Dollar Index Futures eased 0.19% to 97.59.


Summary of key market moves

  • Nikkei 225 closed up 2.22%, hitting a new all-time high.
  • Top gainers included Mitsui Mining and Smelting (TYO:5706), Sumitomo Metal Mining (TYO:5713) and Dainippon Screen (TYO:7735), each advancing more than 7%.
  • Notable decliners included Nippon Steel (TYO:5401), Resona Holdings (TYO:8308) and Takashimaya (TYO:8233), which fell between about 4.6% and 5.5%.

Market breadth and volatility

Advancing issues outnumbered decliners 2,108 to 1,485, with 239 unchanged. The Nikkei Volatility gauge rose to 30.80, up 15.10% on the session.

Commodities and FX snapshot

  • Crude oil (April) - $66.04 per barrel, +0.62%.
  • Brent oil (May) - $71.00 per barrel, +0.60%.
  • April Gold Futures - 5,213.81 per troy ounce, +0.72%.
  • USD/JPY - 155.70, down 0.08%; EUR/JPY - 183.81, up 0.16%.
  • US Dollar Index Futures - 97.59, down 0.19%.

Takeaway

The Tokyo market's advance and the Nikkei 225's record close on Wednesday were driven by sector-wide strength in real estate, banking and textiles and were accompanied by several large single-stock moves that included new highs for select miners and manufacturers. Volatility rose alongside the rally, and commodity prices recorded modest gains while currency pairs showed mixed direction.

Risks

  • Rising implied volatility - Nikkei Volatility increased 15.10% to 30.80, indicating elevated option-based uncertainty that could affect equity market stability - impacts equity investors and derivatives market participants.
  • Concentrated single-stock moves - large percentage gains and losses in individual names suggest heightened idiosyncratic risk for portfolios with exposure to those issuers - impacts investors in mining, manufacturing and financial stocks.
  • Commodity and currency swings - modest moves in oil, gold and FX pairs alongside the equity rally point to cross-market sensitivities that could introduce additional volatility - impacts commodities traders and exporters/importers.

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