Takeda Pharmaceutical (NYSE:TAK) Updates FY 2026 Earnings Guidance

Takeda Pharmaceutical (NYSE:TAK) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 3.009-3.009 for the period, compared to the consensus earnings per share estimate of 1.570. The company issued revenue guidance of $29.6 billion-$29.6 billion, compared to the consensus revenue estimate of $29.0 billion.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Zacks Research lowered Takeda Pharmaceutical from a “hold” rating to a “strong sell” rating in a research report on Monday, June 29th. Sanford C. Bernstein raised Takeda Pharmaceutical from a “market perform” rating to an “outperform” rating in a research note on Wednesday, April 8th. Weiss Ratings cut shares of Takeda Pharmaceutical from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday. Finally, Wall Street Zen raised shares of Takeda Pharmaceutical from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Two analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold”.

Takeda Pharmaceutical Stock Down 0.9%

NYSE TAK opened at $17.09 on Friday. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.09 and a quick ratio of 0.60. The stock has a market capitalization of $54.77 billion, a PE ratio of 50.28 and a beta of -0.07. Takeda Pharmaceutical has a 1 year low of $12.99 and a 1 year high of $18.90. The business’s 50-day moving average is $16.26 and its 200 day moving average is $17.07.

Takeda Pharmaceutical (NYSE:TAK) last announced its quarterly earnings results on Tuesday, March 31st. The company reported $0.56 earnings per share (EPS) for the quarter. Takeda Pharmaceutical had a return on equity of 10.87% and a net margin of 3.80%.The company had revenue of $6.90 billion for the quarter. Sell-side analysts forecast that Takeda Pharmaceutical will post 3.01 earnings per share for the current year.

Trending Headlines about Takeda Pharmaceutical

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

• Positive Sentiment: Q1 earnings and revenue beat estimates. Takeda reported quarterly EPS of $0.48 versus the $0.17 consensus estimate, while revenue reached $7.50 billion, ahead of expectations for $7.13 billion. The company cited resilient performance from its core portfolio and continued progress on launch preparations and research programs. Takeda Pharmaceutical Fiscal Q1 Core Earnings, Revenue Rise
• Positive Sentiment: Full-year guidance was raised or reaffirmed above consensus. Takeda provided fiscal 2026 EPS guidance of approximately $3.009 and revenue guidance of $29.6 billion, compared with analyst expectations of $1.57 EPS and $29.0 billion revenue. The outlook reinforces the view that operating performance remains solid. Takeda Announces FY2026 First Quarter Results
• Positive Sentiment: Analyst support remained favorable. Bank of America Securities analyst Koichi Mamegano reiterated a Buy rating after the quarterly beat and cited pipeline progress, while maintaining the existing price objective. Analyst Reiterates Buy on Takeda
• Positive Sentiment: Takeda will receive a $20 million development milestone payment from Keros Therapeutics. The payment reflects progress under the companies’ collaboration and provides non-operating cash inflow, although its effect is modest relative to Takeda’s overall revenue base. Keros Therapeutics to Receive Development Milestone Payment
• Neutral Sentiment: A UK court imposed an extended prosecution bar in patent litigation involving Millennium Pharmaceuticals, a Takeda subsidiary. The ruling is procedural and may restrict access to certain confidential information for attorneys involved in related patent matters; its direct financial impact on Takeda is not yet clear. Patents Court Imposes Extended Prosecution Bar
• Negative Sentiment: Takeda discontinued another Phase 2 celiac disease therapy. Ending the program narrows the company’s celiac pipeline to one remaining candidate and may reinforce concerns about R&D productivity, despite progress in other therapeutic areas. Takeda Scraps Another Phase 2 Celiac Disease Therapy

Hedge Funds Weigh In On Takeda Pharmaceutical

A number of institutional investors have recently added to or reduced their stakes in the company. UBS Group AG grew its position in Takeda Pharmaceutical by 46.4% during the 3rd quarter. UBS Group AG now owns 5,893,969 shares of the company’s stock valued at $86,288,000 after purchasing an additional 1,869,323 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of Takeda Pharmaceutical by 15.0% in the first quarter. Goldman Sachs Group Inc. now owns 5,320,793 shares of the company’s stock worth $79,120,000 after buying an additional 692,404 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Takeda Pharmaceutical by 132.1% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,828,778 shares of the company’s stock valued at $41,413,000 after buying an additional 1,610,088 shares during the last quarter. Van ECK Associates Corp grew its holdings in shares of Takeda Pharmaceutical by 98.4% during the fourth quarter. Van ECK Associates Corp now owns 2,305,397 shares of the company’s stock valued at $35,941,000 after buying an additional 1,143,117 shares during the last quarter. Finally, Qube Research & Technologies Ltd increased its position in shares of Takeda Pharmaceutical by 407.9% during the third quarter. Qube Research & Technologies Ltd now owns 1,775,845 shares of the company’s stock valued at $25,998,000 after acquiring an additional 1,426,184 shares in the last quarter. 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.