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

Takeda Pharmaceutical (NYSE:TAK) updated its FY 2025 earnings guidance on Friday. The company provided EPS 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.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Morgan Stanley assumed coverage on shares of Takeda Pharmaceutical in a report on Tuesday, January 13th. They set an “overweight” rating for the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Takeda Pharmaceutical in a report on Monday, December 29th. One research 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. According to data from MarketBeat.com, the company currently has an average rating of “Hold”.

Takeda Pharmaceutical Price Performance

Shares of NYSE:TAK traded up $0.01 during trading on Friday, hitting $17.18. 1,642,202 shares of the company’s stock were exchanged, compared to its average volume of 3,228,338. The business’s 50-day simple moving average is $15.35 and its 200 day simple moving average is $14.79. The company has a market cap of $54.65 billion, a price-to-earnings ratio of 214.56 and a beta of 0.03. Takeda Pharmaceutical has a 52-week low of $12.99 and a 52-week high of $17.25. The company has a debt-to-equity ratio of 0.61, a current ratio of 1.37 and a quick ratio of 0.76.

Takeda Pharmaceutical (NYSE:TAK) last posted its quarterly earnings results on Thursday, October 30th. The company reported $0.44 EPS for the quarter, hitting analysts’ consensus estimates of $0.44. Takeda Pharmaceutical had a return on equity of 10.32% and a net margin of 0.86%.The company had revenue of $7.30 billion for the quarter, compared to analysts’ expectations of $8.01 billion. As a group, equities analysts predict that Takeda Pharmaceutical will post 1.64 EPS for the current year.

Takeda Pharmaceutical News Roundup

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

• Positive Sentiment: Raised FY‑2025 guidance — Takeda issued FY‑2025 EPS guidance of 3.160 and raised revenue guidance to $29.4B versus consensus ~$28.5B, signaling better top‑line outlook driven by cost discipline and FX tailwinds. Takeda Reports Third-Quarter FY2025 Results
• Positive Sentiment: Quarterly EPS beat — Takeda reported Q3 EPS of $0.95 vs. consensus $0.55, reflecting operational leverage and margin improvement that underpin the guidance raise. Investors view the beat as confirmation of execution. Listen to Conference Call / View Slide Deck
• Neutral Sentiment: Management detail and investor materials — Earnings call transcripts and the slide deck provide color on narrowing gap between Growth & Launch Products and VYVANSE® erosion, OPEX cuts, and timing of three upcoming launches — useful for modeling revenue recovery. Q3 FY2025 Earnings Call Transcript
• Neutral Sentiment: CEO succession discussion — CEO Christophe Weber spoke about avoiding a “lame duck” succession, indicating active governance planning; relevant for long‑term leadership continuity but limited near‑term earnings impact. Takeda’s Christophe Weber on avoiding a ‘lame duck’ succession
• Negative Sentiment: Adverse jury ruling in Actos litigation — A jury found against Takeda (and Eli Lilly) in an Actos trial, re‑exposing the company to damages and litigation costs; this is a clear headline risk that can pressure the stock. Takeda and Eli Lilly fall foul of jury in Actos trial
• Negative Sentiment: Ongoing PPI/stomach‑acid litigation — Takeda is involved in litigation activity that includes attempts to move suits; continued legal exposure keeps downside risk on the table and can increase volatility. Pharma company wants La. suit over stomach acid meds moved

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Sivia Capital Partners LLC purchased a new position in Takeda Pharmaceutical during the 2nd quarter valued at $351,000. Osaic Holdings Inc. lifted its position in shares of Takeda Pharmaceutical by 68.7% during the second quarter. Osaic Holdings Inc. now owns 20,876 shares of the company’s stock worth $320,000 after purchasing an additional 8,502 shares during the last quarter. Coldstream Capital Management Inc. boosted its stake in shares of Takeda Pharmaceutical by 136.8% during the third quarter. Coldstream Capital Management Inc. now owns 23,828 shares of the company’s stock valued at $349,000 after purchasing an additional 13,765 shares during the period. Lido Advisors LLC grew its holdings in shares of Takeda Pharmaceutical by 4.4% in the third quarter. Lido Advisors LLC now owns 27,714 shares of the company’s stock worth $406,000 after purchasing an additional 1,166 shares during the last quarter. Finally, Tower Research Capital LLC TRC increased its stake in Takeda Pharmaceutical by 108.7% in the 2nd quarter. Tower Research Capital LLC TRC now owns 26,300 shares of the company’s stock worth $407,000 after buying an additional 13,700 shares during the period. Hedge funds and other institutional investors 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.