Takeda Pharmaceutical (NYSE:TAK) Updates FY 2025 Earnings Guidance

Takeda Pharmaceutical (NYSE:TAK) issued an update on its FY 2025 earnings guidance on Friday morning. The company provided earnings per share guidance of 3.160-3.160 for the period. The company issued revenue guidance of $29.4 billion-$29.4 billion, compared to the consensus revenue estimate of $28.5 billion.

Analyst Ratings Changes

TAK has been the topic of a number of recent analyst reports. Morgan Stanley assumed coverage on shares of Takeda Pharmaceutical in a research note on Tuesday, January 13th. They set an “overweight” rating on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of Takeda Pharmaceutical in a research report on Monday, December 29th. Finally, Wall Street Zen raised shares of Takeda Pharmaceutical from a “hold” rating to a “strong-buy” rating in a report on Saturday. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold”.

Takeda Pharmaceutical Price Performance

NYSE TAK opened at $17.21 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 1.37 and a quick ratio of 0.76. The firm has a market capitalization of $54.76 billion, a PE ratio of 71.71 and a beta of 0.03. The company’s 50 day simple moving average is $15.41 and its 200 day simple moving average is $14.81. Takeda Pharmaceutical has a 12 month low of $12.99 and a 12 month high of $17.25.

Takeda Pharmaceutical (NYSE:TAK) last released its earnings results on Thursday, January 29th. The company reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.55 by ($0.07). Takeda Pharmaceutical had a return on equity of 10.73% and a net margin of 2.58%.The firm had revenue of $7.76 billion for the quarter, compared to analyst estimates of $7.81 billion. As a group, equities research analysts forecast that Takeda Pharmaceutical will post 1.64 EPS for the current fiscal year.

Key Takeda Pharmaceutical News

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

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in TAK. UBS Group AG increased its holdings in Takeda Pharmaceutical by 46.4% in the third quarter. UBS Group AG now owns 5,893,969 shares of the company’s stock worth $86,288,000 after buying an additional 1,869,323 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Takeda Pharmaceutical by 15.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 5,320,793 shares of the company’s stock valued at $79,120,000 after purchasing an additional 692,404 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in shares of Takeda Pharmaceutical by 132.1% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,828,778 shares of the company’s stock worth $41,413,000 after acquiring an additional 1,610,088 shares during the last quarter. Qube Research & Technologies Ltd grew its position in Takeda Pharmaceutical by 407.9% in the 3rd quarter. Qube Research & Technologies Ltd now owns 1,775,845 shares of the company’s stock worth $25,998,000 after purchasing an additional 1,426,184 shares during the last quarter. Finally, Bank of America Corp DE grew its position in Takeda Pharmaceutical by 225.8% during the second quarter. Bank of America Corp DE now owns 1,037,163 shares of the company’s stock worth $16,035,000 after buying an additional 718,805 shares in the last quarter. Institutional investors and hedge funds own 9.17% of the company’s stock.

Takeda Pharmaceutical Company 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.