Market Cap
$57.5B
TAK
TAKEDA PHARMACEUTICAL CO LTD
$17.86 ▲ +0.00%
Prev close $17.86Market cap$57.5B
12-mo target$22.00 (+23.2%)
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)29 New Institutional Positions12 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on TAK right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$1.5B
Inst. Activity
29 buys / 12 sells
Insider Activity
$0.00 buy / $13.1M sell
Insider Net $
-$13.1M
SEC Reports
13
Price chart 30d -4.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 clinical_trial_readout
Sep 14, 2026 SEC Results Pending: Maribavir (Phase 3) — Completed 64d ago
Trial: A Study of Maribavir in Chinese Adults With Cytomegalovirus (CMV) Infections Sponsor: Takeda
Takeda announced FDA Priority Review acceptance of its NDA for zasocitinib (TAK-279) in moderate-to-severe plaque psoria
6-K — Impact 7/10
Sep 14, 2026 Insider
Duprey Lauren Rusckowski sold 34,535 shares
Chief Transformation Officer @ $18.54 ($640.3K)
Sep 2, 2026 Insider
Plump Andrew Stewart sold 116,191 shares
President, R&D @ $18.49 ($2.1M)
Aug 28, 2026 Event
Aug 22, 2026 SEC MIMRYLO
Original Approval — Type 1 - New Molecular Entity — INJECTION, POWDER, LYOPHILIZED, FOR SOLUTION
Two Takeda insiders — the President of R&D and the Chief Human Resources Officer — sold a combined $598K in open-market
CLUSTER — Impact 2/10
Two Takeda insiders — the President of Global Supply & Quality and the Chief Human Resources Officer — sold a combined $
CLUSTER — Impact 2/10
Aug 19, 2026 Insider
Plump Andrew Stewart sold 19,651 shares
President, R&D @ $18.49 ($363.3K)
Analyst ratings buy % +19.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 16, 2023 | TD Cowen | MAINTAIN | Outperform | 56% |
| Apr 4, 2023 | TD Cowen | MAINTAIN | Outperform | 56% |
| Mar 16, 2023 | B of A Securities | UPGRADE | Buy | 54% |
| Jul 19, 2022 | Cowen & Co. | UPGRADE | Outperform | — |
| Oct 7, 2021 | Morgan Stanley | DOWNGRADE | Equal-Weight | 55% |
| Mar 11, 2020 | JP Morgan | MAINTAIN | Overweight | 55% |
| Nov 1, 2019 | Cowen & Co. | INITIATE | Market Perform | — |
| Sep 24, 2019 | Jefferies | INITIATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 7 | 0 | 0 | 67% | |
| Aug 1, 2026 | 5 | 9 | 7 | 0 | 0 | 67% | |
| Jul 1, 2026 | 5 | 8 | 6 | 0 | 0 | 68% | |
| Jun 1, 2026 | 5 | 8 | 6 | 0 | 0 | 68% | |
| May 1, 2026 | 5 | 8 | 6 | 0 | 0 | 68% | |
| Apr 1, 2026 | 3 | 8 | 8 | 0 | 0 | 58% | |
| Mar 1, 2026 | 3 | 8 | 8 | 0 | 0 | 58% | |
| Feb 1, 2026 | 3 | 8 | 8 | 0 | 0 | 58% |
Price targets
Where 3 covering analysts think TAK trades over the next 12 months.
$22.00 +23.2% upside Strong Buy
Current$17.86 Low$20.95 Median$22.10 High$22.95 3 analysts
$20.95$22.95
Analyst rating Strong Buy· 1.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 11 neutral · avg impact 3.0/10.
BULLISH6-K7/10
Takeda announced FDA Priority Review acceptance of its NDA for zasocitinib (TAK-279) in moderate-to-
Sep 14, 2026
NEUTRALCLUSTER2/10
Two Takeda insiders — the President of R&D and the Chief Human Resources Officer — sold a combined $
Aug 22, 2026
NEUTRALCLUSTER2/10
Two Takeda insiders — the President of Global Supply & Quality and the Chief Human Resources Officer
Aug 20, 2026
NEUTRALCOURT-RULING4/10
Takeda won partial summary judgment in a New Jersey federal disability discrimination lawsuit brough
Aug 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
Clinical Trial
A Study About How TAK-881 is Processed by the Body and Side Effects in People With Primary Immunodeficiency Diseases
Phase Phase 3 — COMPLETED
Sep 25, 2026
Clinical Trial
A Study of GDX012 in Adults With Relapsed or Refractory Acute Myeloid Leukemia
Phase Phase 2 — TERMINATED
Sep 24, 2026
Clinical Trial
A Study of TAK-186 (Also Known as MVC-101) in Adults With Advanced or Metastatic Cancer
Phase Phase 2 — TERMINATED
Sep 24, 2026
Clinical Trial
A Study of Maribavir in Chinese Adults With Cytomegalovirus (CMV) Infections
Phase Phase 3 — COMPLETED
Sep 24, 2026
Clinical Trial
A Study of TAK-341 in Treatment of Multiple System Atrophy
Phase Phase 2 — COMPLETED
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $1147.5B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $1237.5B | — |
| Current FY | $149.59 | $51.16–$248.01 | 145.2% | +192.4% | 1↑ 0↓ | $4703.6B | 2 |
| Next FY | $138.53 | $138.53–$138.53 | -7.4% | -28.7% | 1↑ 0↓ | $4794.2B | 1 |
Institutional ownership
Which big funds own TAK (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.5B total value (92,404,306 shares) as of 2026-Q2. Top holders: Capital, FMR, MORGAN. Net buying activity: 29 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital Research Global Investors | 19,297,680 | $309.3M | 20.9% | ADD +41.7% |
| FMR LLC | 9,599,302 | $153.9M | 10.4% | ADD +34.9% |
| MORGAN STANLEY | 6,994,924 | $112.1M | 7.6% | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 6,050,771 | $97.0M | 6.5% | NEW |
| GOLDMAN SACHS GROUP INC | 5,125,032 | $82.2M | 5.5% | — |
| BRANDES INVESTMENT PARTNERS, LP | 4,539,347 | $72.8M | 4.9% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,732,924 | $59.8M | 4.0% | TRIM -45.2% |
| BlackRock, Inc. | 3,688,166 | $59.1M | 4.0% | — |
| RENAISSANCE TECHNOLOGIES LLC | 2,568,000 | $41.2M | 2.8% | — |
| Qube Research & Technologies Ltd | 2,207,432 | $35.4M | 2.4% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,117,486 | 9,599,302 | +34.9% | $153.9M |
| Qube Research & Technologies Ltd | NEW | — | 2,207,432 | — | $35.4M |
| VAN ECK ASSOCIATES CORP | TRIM | 2,260,104 | 1,674,005 | -25.9% | $26.8M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 1,050,698 | — | $16.8M |
| UBS Group AG | TRIM | 2,740,229 | 911,319 | -66.7% | $14.6M |
| JPMORGAN CHASE & CO | ADD | 453,981 | 744,916 | +64.1% | $11.9M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 190,413 | 714,143 | +275.0% | $11.4M |
| Focus Partners Wealth | ADD | 482,387 | 679,950 | +41.0% | $10.9M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 140,578 | 511,336 | +263.7% | $8.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | 312,016 | 408,739 | +31.0% | $6.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
24 insiders, 50 transactions. Net -$13.1M — $0.00 bought, $13.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Duprey Lauren Rusckowski | Chief Transformation Officer | SELL | 34,535 | $18.54 | $640.3K |
| Sep 2, 2026 | Plump Andrew Stewart | President, R&D | SELL | 116,191 | $18.49 | $2.1M |
| Aug 19, 2026 | Plump Andrew Stewart | President, R&D | SELL | 19,651 | $18.49 | $363.3K |
| Aug 18, 2026 | Greenway Nicola Deidre Petal | Chief Human Resources Officer | SELL | 12,980 | $18.11 | $235.1K |
| Aug 11, 2026 | Shannon Elaine Mary | Pres., Global Supply & Quality | SELL | 20,363 | $17.55 | $357.4K |
| Aug 10, 2026 | Greenway Nicola Deidre Petal | Chief Human Resources Officer | SELL | 33,628 | $17.51 | $588.7K |
| Aug 10, 2026 | Ricci Gabriele | Chief Data & Tech. Officer | SELL | 25,088 | $17.10 | $429.0K |
| Aug 10, 2026 | Farajallah Awny Samaan Botros | Chief Medical Officer | SELL | 14,006 | $17.10 | $239.5K |
| Aug 10, 2026 | Duprey Lauren Rusckowski | Chief Transformation Officer | SELL | 47,586 | $17.10 | $813.7K |
| Aug 10, 2026 | Pacheco Rhonda Janice | President, U.S. Business Unit | SELL | 16,901 | $17.10 | $289.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TAK.
Shares short
4,204,915
Settlement Sep 15, 2026
Change vs prior
+2.8%
Semi-monthly cycle
Days to cover
1.9
At avg daily volume
Of shares outstanding
≈0.1%
Estimate — not % of float
All TAK filing & press-release reports (13)
- 6-K reportSep 14, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 20, 2026
- COURT-RULING reportAug 15, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 13, 2026
- 6-K reportJul 9, 2026
- 6-K reportJul 8, 2026
- 3 reportJul 6, 2026
- 6-K reportJun 29, 2026
- 6-K reportJun 24, 2026
- 6-K reportJun 24, 2026
- 6-K reportJun 24, 2026