6-K ·Filed Jun 1, 2026
Notable filing: 6-K
Actionable Insight • Neutral
This is a routine filing for employee stock compensation. No material impact expected. Monitor actual share issuance under the shelf, but given LTIP-only usage, dilution should remain minimal.
Final — all horizons settled through T+60d
TKPHF ▲ +19.59% at T+60d
NEUTRAL call +19.59% · α vs SPY +18.36% · entry $30.47 → $36.44
T+1d
0.00%
call 0.00% · α -0.14%
$30.47
settled 5mo ago
T+5d
0.00%
call 0.00% · α +2.75%
$30.47
settled 5mo ago
T+20d
+0.36%
call +0.36% · α +1.66%
$30.58
settled 4mo ago
T+60d
+19.59%
call +19.59% · α +18.36%
$36.44
settled 2mo ago
Price Chart
Loading chart...
Executive Summary
Takeda filed a shelf registration in Japan for up to JPY 240 billion to issue shares under its Long Term Incentive Plan (LTIP), replacing a previous shelf. The filing is not intended to raise capital; expected dilution is ~1.1% for FY2026-27.
Key Facts
- Withdraws prior shelf registration filed June 2, 2025
- New shelf registration filed in Japan for issuance of common shares or treasury shares
- Scheduled issue amount: up to JPY 240 billion
- Proceeds not for capital raising; solely for LTIP employee compensation
- Expected dilution for FY2026-27: ~1.1% from LTIP and prior stock grant systems
- Shelf effective from ~June 9, 2026 to June 8, 2027
Financial Impact
Maximum shelf amount JPY 240 billion, but no immediate cash impact; dilution ~1.1%
share countdilution
Risk Factors
- If LTIP issuance exceeds expected 1.1%, dilution could be higher
- No risk of capital raise or offering to public
Market Snapshot
Exchange
OTC
Sector
Pharmaceutical Preparations
Analyst Consensus
68% bullish (19 analysts)
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001395064-26-000164 |
| Document: 0001395064-26-000164-index-headers.html | 0001395064-26-000164 |
| Document: 0001395064-26-000164-index.html | 0001395064-26-000164 |
| Document: 0001395064-26-000164.txt | 0001395064-26-000164 |
10 reports for TKPHF
50% Hit rate @ T+5 Went positive at some point 2 of 4 best @ T+20▲ +5.95%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 9, 2026 20w ago | 6-K | $31.30 $32.48 | ▲ +3.77% | ▲ +1.97% | $41.22 (+31.69%) |
Jun 5, 2026 20w ago | 6-K | $30.47 $34.28 | ▼ −12.50% | ▼ −11.93% | $41.22 (−35.28%) |
Jun 5, 2026 20w ago | 6-K | $30.47 $34.28 | ▼ −12.50% | ▼ −11.93% | $41.22 (−35.28%) |
Jun 1, 2026 21w ago | 6-K | $30.47 $30.47 | · 0.00% | ▲ +2.75% | $41.22 (+35.28%) |
May 26, 2026 22w ago | 6-K | $32.10 $30.47 | ▼ −5.08% | ▼ −6.29% | $41.22 (+28.41%) |
May 26, 2026 22w ago | 6-K | $32.10 $30.47 | ▼ −5.08% | ▼ −6.29% | $41.22 (+28.41%) |
May 26, 2026 22w ago | 6-K | $32.10 $30.47 | ▼ −5.08% | ▼ −6.29% | $41.22 (+28.41%) |
May 26, 2026 22w ago | 6-K | $32.10 $30.47 | ▲ +5.08% | ▲ +6.29% | $41.22 (−28.41%) |
May 19, 2026 23w ago | 6-K | $32.26 $32.10 | ▲ +0.50% | ▲ +2.79% | $41.22 (−27.77%) |
May 13, 2026 23w ago | 6-K | $32.68 $32.26 | ▼ −1.29% | ▼ −0.13% | $41.22 (+26.13%) |
Showing 10 of 10
US Market Status
Market Closed — Opens Wed (15h 34m)
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers