Toyota Motor (NYSE:TM) Updates FY 2027 Earnings Guidance

Toyota Motor (NYSE:TM) updated its FY 2027 earnings guidance on Friday. The company provided earnings per share guidance of 16.020-16.020 for the period, compared to the consensus earnings per share estimate of 22.450. The company issued revenue guidance of $325.2 billion-$325.2 billion, compared to the consensus revenue estimate of $321.6 billion.

Analysts Set New Price Targets

Several brokerages recently weighed in on TM. Weiss Ratings restated a “hold (c)” rating on shares of Toyota Motor in a report on Monday, April 20th. Morgan Stanley assumed coverage on Toyota Motor in a report on Friday, May 1st. They set an “equal weight” rating for the company. Zacks Research upgraded Toyota Motor from a “hold” rating to a “strong-buy” rating in a report on Monday, April 13th. Erste Group Bank cut Toyota Motor from a “buy” rating to a “hold” rating in a report on Thursday, April 2nd. Finally, BNP Paribas Exane assumed coverage on Toyota Motor in a report on Thursday, February 12th. They issued an “outperform” rating and a $290.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $290.00.

Toyota Motor Trading Down 0.7%

NYSE TM traded down $1.37 on Friday, hitting $187.64. The company’s stock had a trading volume of 634,867 shares, compared to its average volume of 419,361. Toyota Motor has a 52-week low of $167.18 and a 52-week high of $248.90. The company has a current ratio of 1.26, a quick ratio of 1.12 and a debt-to-equity ratio of 0.63. The company’s 50-day simple moving average is $211.15 and its 200 day simple moving average is $214.43. The firm has a market cap of $244.55 billion, a P/E ratio of 9.89 and a beta of 0.58.

Toyota Motor (NYSE:TM) last released its quarterly earnings data on Friday, May 8th. The company reported $4.00 earnings per share for the quarter, topping the consensus estimate of $3.11 by $0.89. Toyota Motor had a return on equity of 9.67% and a net margin of 7.32%.The business had revenue of $76.81 billion during the quarter, compared to analysts’ expectations of $79.57 billion. Toyota Motor has set its FY 2027 guidance at 16.020-16.020 EPS. Research analysts predict that Toyota Motor will post 18.53 EPS for the current fiscal year.

Trending Headlines about Toyota Motor

Here are the key news stories impacting Toyota Motor this week:

• Positive Sentiment: Toyota reported quarterly EPS of $4.00, beating analyst estimates of $3.11, showing the company still has earnings power despite a tougher operating environment. Toyota Motor earnings report and conference call
• Neutral Sentiment: The company also announced a treasury stock disposal tied to an expanded restricted share plan, which is typically a compensation-related capital action and not usually a major stock driver. Toyota to Dispose of Treasury Stock for Expanded Restricted Share Plan
• Neutral Sentiment: Investors also had access to the Q4 2026 earnings call transcript and presentation, but these are informational updates rather than new catalysts on their own. Toyota Motor Corporation (TM) Q4 2026 Earnings Call Transcript
• Negative Sentiment: Toyota updated FY2027 guidance with EPS of 16.02, far below the 22.45 consensus estimate, even though revenue guidance of $325.2 billion was above expectations; the lower earnings outlook is likely weighing on the stock.
• Negative Sentiment: Management warned that U.S. tariffs and Middle East conflict-related costs and supply disruptions will hurt profitability, and several reports highlighted a steep drop in annual profit expectations. Toyota Posts Weak Financial Results Due To U.S. Tariffs Toyota Projects Lower Profit Due to Middle East Impact Toyota sees 20% drop in annual profit as Iran war weighs Toyota fourth-quarter profit misses by wide margin as U.S. tariffs drive 49% slump

Institutional Investors Weigh In On Toyota Motor

Several hedge funds have recently made changes to their positions in TM. Morgan Stanley boosted its position in shares of Toyota Motor by 13.0% during the fourth quarter. Morgan Stanley now owns 2,421,645 shares of the company’s stock valued at $518,378,000 after purchasing an additional 279,110 shares in the last quarter. Orion Porfolio Solutions LLC boosted its position in shares of Toyota Motor by 717.3% during the second quarter. Orion Porfolio Solutions LLC now owns 145,990 shares of the company’s stock valued at $25,148,000 after purchasing an additional 128,128 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of Toyota Motor by 116.3% during the fourth quarter. JPMorgan Chase & Co. now owns 231,614 shares of the company’s stock valued at $49,580,000 after purchasing an additional 124,520 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of Toyota Motor by 1,509.1% during the third quarter. Franklin Resources Inc. now owns 100,554 shares of the company’s stock valued at $19,215,000 after purchasing an additional 94,305 shares in the last quarter. Finally, Royal Bank of Canada boosted its position in shares of Toyota Motor by 81.2% during the fourth quarter. Royal Bank of Canada now owns 199,327 shares of the company’s stock valued at $42,667,000 after purchasing an additional 89,316 shares in the last quarter. 1.48% of the stock is currently owned by institutional investors.

About Toyota Motor

Toyota Motor Corporation is a global automotive manufacturer headquartered in Toyota City, Aichi, Japan. Founded in 1937 by Kiichiro Toyoda as an offshoot of Toyoda Automatic Loom Works, the company builds and sells a broad range of vehicles and related products under the Toyota and Lexus brands. Toyota’s operations encompass vehicle design, manufacturing, parts supply, and distribution through a worldwide dealer network, as well as complementary businesses such as vehicle financing and mobility services.

The company’s product lineup includes passenger cars, SUVs, pickup trucks, light commercial vehicles and heavy-duty commercial vehicles, along with engines and vehicle components.