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

Takeda Pharmaceutical (NYSE:TAK) issued an update on its FY 2025 earnings guidance on Friday morning. 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.

Takeda Pharmaceutical Stock Performance

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

Takeda Pharmaceutical (NYSE:TAK) last posted its earnings results 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 for the quarter, compared to analyst estimates of $7.81 billion. Takeda Pharmaceutical had a return on equity of 10.73% and a net margin of 2.58%. On average, equities analysts forecast that Takeda Pharmaceutical will post 1.64 earnings per share for the current year.

Wall Street Analysts Forecast Growth

TAK has been the subject of several recent research reports. Morgan Stanley initiated coverage on shares of Takeda Pharmaceutical in a report on Tuesday, January 13th. They set an “overweight” rating for the company. Weiss Ratings restated 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 analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold”.

Key Stories Impacting 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

Hedge Funds Weigh In On Takeda Pharmaceutical

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Northwestern Mutual Wealth Management Co. grew its position in shares of Takeda Pharmaceutical by 56.3% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,586 shares of the company’s stock valued at $55,000 after purchasing an additional 1,292 shares during the period. Advisory Services Network LLC purchased a new position in Takeda Pharmaceutical in the 3rd quarter valued at about $74,000. Larson Financial Group LLC lifted its stake in Takeda Pharmaceutical by 43.7% in the 3rd quarter. Larson Financial Group LLC now owns 7,823 shares of the company’s stock valued at $115,000 after buying an additional 2,379 shares in the last quarter. B. Riley Wealth Advisors Inc. acquired a new stake in Takeda Pharmaceutical in the 2nd quarter worth about $174,000. Finally, BNP Paribas Financial Markets increased its stake in Takeda Pharmaceutical by 1,652.2% during the 2nd quarter. BNP Paribas Financial Markets now owns 11,845 shares of the company’s stock worth $183,000 after buying an additional 11,169 shares in the last quarter. 9.17% of the stock is owned by hedge funds and other institutional investors.

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.