Summit Global Investments Cuts Stock Holdings in Takeda Pharmaceutical Co. $TAK

Summit Global Investments lessened its holdings in Takeda Pharmaceutical Co. (NYSE:TAK) by 53.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 85,202 shares of the company’s stock after selling 96,451 shares during the period. Summit Global Investments’ holdings in Takeda Pharmaceutical were worth $1,247,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Allspring Global Investments Holdings LLC raised its stake in Takeda Pharmaceutical by 3.3% in the second quarter. Allspring Global Investments Holdings LLC now owns 22,088 shares of the company’s stock worth $341,000 after buying an additional 715 shares in the last quarter. Jackson Thornton Wealth Management LLC increased its holdings in shares of Takeda Pharmaceutical by 7.8% in the 2nd quarter. Jackson Thornton Wealth Management LLC now owns 12,779 shares of the company’s stock valued at $192,000 after acquiring an additional 920 shares during the period. Farther Finance Advisors LLC raised its position in shares of Takeda Pharmaceutical by 21.7% in the 2nd quarter. Farther Finance Advisors LLC now owns 5,623 shares of the company’s stock worth $87,000 after acquiring an additional 1,003 shares in the last quarter. U.S. Capital Wealth Advisors LLC lifted its stake in shares of Takeda Pharmaceutical by 8.9% during the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 12,991 shares of the company’s stock worth $190,000 after purchasing an additional 1,064 shares during the last quarter. Finally, Signaturefd LLC boosted its position in Takeda Pharmaceutical by 1.4% during the third quarter. Signaturefd LLC now owns 80,783 shares of the company’s stock valued at $1,183,000 after purchasing an additional 1,152 shares in the last quarter. 9.17% of the stock is currently owned by institutional investors.

Trending Headlines about Takeda Pharmaceutical

Here are the key news stories impacting Takeda Pharmaceutical this week:

• Positive Sentiment: Takeda raised FY?2025 revenue guidance to $29.4 billion and issued EPS guidance of 3.160, above consensus revenue expectations — a clear near?term positive for top?line visibility and investor sentiment.
• Positive Sentiment: Q3 results beat expectations: EPS $0.95 vs. $0.55 consensus; management cited cost discipline, FX tailwinds and narrowing gap between Growth & Launch products and VYVANSE generic erosion—management is tightening OPEX and raising confidence in the full?year outlook. Takeda Reports Third-Quarter FY2025 Results
• Neutral Sentiment: CEO Christophe Weber discussed succession planning and avoiding a ‘lame duck’ exit — governance and leadership continuity themes that reduce execution risk but are longer?term in impact. Takeda’s Christophe Weber on avoiding a ‘lame duck’ succession
• Neutral Sentiment: Earnings?call and transcript detail product performance, launch timing and cost actions — useful for modeling but not an immediate catalyst. Takeda Q3 FY2025 Earnings Call Transcript
• Negative Sentiment: Analyst downgrade from Buy to Hold after TAK hit 52?week highs — valuation noted as less compelling and the lack of a clear Entyvio successor reduces near?term upside; this can pressure sentiment and limit multiple expansion. Takeda Tests New Highs, But Struggles To Find Entyvio Successor
• Negative Sentiment: Legal exposure: an adverse jury outcome in an Actos-related case and active litigation motions (including efforts to move a Louisiana suit) represent potential liabilities and headline risk that can weigh on the stock. Takeda and Eli Lilly fall foul of jury in Actos Pharma company wants La. suit over stomach acid meds moved

Takeda Pharmaceutical Price Performance

Shares of NYSE TAK opened at $17.21 on Friday. Takeda Pharmaceutical Co. has a fifty-two week low of $12.99 and a fifty-two week high of $17.25. The company has a market cap of $54.76 billion, a PE ratio of 71.71 and a beta of 0.03. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.76 and a current ratio of 1.37. The business has a 50-day simple moving average of $15.41 and a two-hundred day simple moving average of $14.81.

Takeda Pharmaceutical (NYSE:TAK) last announced its quarterly earnings data on Thursday, January 29th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.55 by ($0.07). The company had revenue of $7.76 billion during the quarter, compared to analysts’ expectations of $7.81 billion. Takeda Pharmaceutical had a net margin of 2.58% and a return on equity of 10.73%. As a group, equities analysts expect that Takeda Pharmaceutical Co. will post 1.64 EPS for the current fiscal year.

Analyst Ratings Changes

TAK has been the topic of several analyst reports. Wall Street Zen upgraded Takeda Pharmaceutical from a “hold” rating to a “strong-buy” rating in a research note on Saturday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Takeda Pharmaceutical in a research report on Monday, December 29th. Finally, Morgan Stanley initiated coverage on shares of Takeda Pharmaceutical in a research note on Tuesday, January 13th. They set an “overweight” rating for the company. One investment analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold”.

Takeda Pharmaceutical Profile

Takeda Pharmaceutical Company Limited (NYSE: TAK) is a Tokyo-based, multinational biopharmaceutical company with roots dating back to 1781. The company researches, develops, manufactures and commercializes pharmaceutical and biopharmaceutical products for patients worldwide. Takeda is publicly listed and operates as a fully integrated R&D-driven healthcare company focused on delivering specialty medicines and therapies across a range of therapeutic areas.

Takeda’s main business activities encompass discovery and development of prescription medicines, clinical development and regulatory affairs, manufacturing of small molecules and biologics, and global commercial operations.