Takeda Pharmaceutical
About: Takeda Pharmaceutical is Japan's largest pharmaceutical company, with revenue of JPY 4.3 trillion in fiscal 2023. The company's five core therapeutic areas are oncology, gastroenterology, neuroscience, rare diseases, and plasma-derived therapies, which account for more than 80% of revenue. Its geographic footprint is well diversified, with 50% derived from the US, 20% from Japan, 20% from Europe and Canada.
Employees: 49,281
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4,520% more call options, than puts
Call options by funds: $22.9M | Put options by funds: $496K
7% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 94
5% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 42
0.26% less ownership
Funds ownership: 4.79% [Q3] → 4.53% (-0.26%) [Q4]
2% less funds holding
Funds holding: 298 [Q3] → 293 (-5) [Q4]
6% less capital invested
Capital invested by funds: $1.02B [Q3] → $954M (-$62.3M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for TAK.
Financial journalist opinion
Based on 17 articles about TAK published over the past 30 days
Neutral
Business Wire
2 days ago
The New England Journal of Medicine Publishes Data from Phase 2b Trial of Oral Orexin Receptor 2 Agonist Oveporexton (TAK-861) in People with Narcolepsy Type 1
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE: 4502/NYSE:TAK) today announced that the New England Journal of Medicine published data from the Phase 2b trial of oveporexton (TAK-861) in people with narcolepsy type 1 (NT1). Oveporexton is an investigational oral orexin receptor 2 (OX2R)-selective agonist designed to restore orexin signaling to address the underlying orexin deficiency that causes NT1. Results demonstrated significant improvement in objective and subjective measure.
Positive
Seeking Alpha
6 days ago
Takeda Pharmaceuticals Caps A Strong Year, Guidance Suggests Dividend Is On The Rise
Takeda Pharmaceuticals showed strong revenue and operating income growth in FY2024, despite challenges from Vyvanse generics and US insurance issues. New guidance for FY2025 is slightly lower due to expected deeper cuts from Vyvanse generics, but potential exists for surpassing this with new drug approvals. The dividend yield for FY2025 is projected at 4.81%, making Takeda an attractive option for income portfolios despite US healthcare market challenges.
Positive
Zacks Investment Research
1 week ago
Top 4 GARP Stocks With Attractive PEG Ratios to Watch
Here we present four high-growth GARP picks based on discounted PEG. These are PAK, FIVN, LTM and MFG.
Neutral
Seeking Alpha
1 week ago
Takeda Pharmaceutical Company Limited (TAK) Q4 2024 Earnings Call Transcript
Takeda Pharmaceutical Company Limited (NYSE:TAK ) Q4 2024 Results Conference Call May 8, 2025 6:00 AM ET Company Participants Christopher O'Reilly - Head, Investor Relations Christophe Weber - President & Chief Executive Officer Milano Furuta - Chief Financial Officer Andy Plump - President, R&D Julie Kim - President of the U.S. Business Unit & U.S. Country Head Giles Platford - President of the Plasma-Derived Therapies Business Unit Conference Call Participants Hidemaru Yamaguchi - Citi Shinichiro Muraoka - Morgan Stanley Stephen Barker - Jefferies Mike Nedelcovych - TD Cowen Hiroyuki Matsubara - Nomura Securities Seiji Wakao - J.P. Morgan Tony Ren - Macquarie Akinori Ueda - Goldman Sachs Fumiyoshi Sakai - UBS Christopher O'Reilly Thank you very much for taking time out of their busy schedule to join our earnings announcement for FY '24 for Takeda.
Positive
CNBC International TV
1 week ago
Takeda Pharma less impacted by tariff, yen headwinds than other Japanese drugmakers: CEO
Christophe Weber, CEO of Takeda Pharma, discusses the group's plans to invest $30 billion into its U.S. operations over the next five years, saying the U.S. market remain crucial for the Japanese drugmaker regardless of the global tariff tensions.
Neutral
Benzinga
1 week ago
Japanese Pharma Company Takeda Expects Limited Exposure To US-China Tariffs
Takeda Pharmaceutical Company Limited TAK reported a fiscal year 2024 net profit of 107.9 billion yen (around $709.86 million), down 25.1% year over year.
Neutral
Business Wire
1 week ago
Takeda Announces FY2024 Full Year Results and FY2025 Outlook Reflecting Growth & Launch Products Momentum, Strong Cash Flow Generation and Late-Stage Pipeline Progress
OSAKA, Japan--(BUSINESS WIRE)--Takeda (TOKYO:4502/NYSE:TAK) today announced financial results for fiscal year 2024 (period ended March 31, 2025) with continued strong momentum in Growth & Launch Products offsetting loss of exclusivity impact to drive revenue and Core Operating Profit growth, supported by robust cost management. Takeda has built a high-value late-stage pipeline with potentially life-transforming new treatment options for patients. Following a positive Phase 3 readout for rus.
Positive
Zacks Investment Research
1 week ago
Takeda Pharmaceutical Co. (TAK) Upgraded to Strong Buy: Here's What You Should Know
Takeda Pharmaceutical Co. (TAK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Positive
Zacks Investment Research
1 week ago
Should Value Investors Buy Takeda Pharmaceutical Co. (TAK) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Neutral
Business Wire
1 week ago
BioLife Plasma Services Introduces the New Fresenius Kabi Adaptive Nomogram Across its U.S. Network of Plasma Donation Centers
BANNOCKBURN, Ill.--(BUSINESS WIRE)--BioLife Plasma Services, part of Takeda (TSE:4502/NYSE:TAK), today announced that it has begun introducing the new Fresenius Kabi Adaptive Nomogram across its U.S. network of plasma donation centers. The new Adaptive Nomogram is used on the Aurora Xi Plasmapheresis System, which is in more than half of BioLife's U.S. plasma donation centers. This new technology will be running in all BioLife donation centers using the Aurora Xi Plasmapheresis System by the en.
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