Terumo stock gets a Hold call with a JPY 2,600 target
Published on 10/08/2026 at 09:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Terumo stock (ISIN JP3546800008) was last at JPY 2,324.5 on the Tokyo Stock Exchange on October 7, 2026, down 0.39 percent from the previous close. Morgan Stanley maintained a Hold rating and set a JPY 2,600 price target on October 5, 2026, according to Markets Insider.
Target stays above the share price
The Morgan Stanley target places the price target 11.9 percent above the October 7 stock price. The same report put Terumo's consensus rating at Strong Buy, with a consensus target of JPY 3,173.93, while its one-year range was JPY 1,900 to JPY 2,689.
Investing.com lists 14 analysts in the consensus, including 12 Buy ratings, 2 Hold ratings and 0 Sell ratings. Its average 12-month target is JPY 3,121.5, putting the price 25.5 percent below that target based on the October 7 quotation.
Revenue growth meets a one-off profit boost
Terumo's fiscal 2027 first-quarter revenue reached JPY 311.81 billion for the period ended June 30, 2026, up 19.9 percent from JPY 259.965 billion a year earlier. Adjusted operating profit increased 34.7 percent to JPY 79.607 billion, according to Smart Stock Notes.
Reported operating profit climbed 60.1 percent to JPY 89.48 billion, but the figure included JPY 20.11 billion of settlement proceeds and other one-off effects totaling JPY 17.084 billion. That difference makes adjusted operating profit the cleaner measure of underlying progress for the next reporting periods.
Terumo's fiscal-year 2027 guidance calls for revenue of JPY 1.239 trillion, operating profit of JPY 257.5 billion and profit attributable to owners of the parent of JPY 193.1 billion. The guidance also includes adjusted operating profit of JPY 274.5 billion, while the first quarter contributed 34.7 percent of the operating-profit target.
Stock remains below yearly high
Terumo's October 7 trading range was JPY 2,312 to JPY 2,339, and the 52-week range was JPY 1,900 to JPY 2,689. Market capitalization stood at JPY 3.4 trillion, while the next earnings date listed for the company is November 12, 2026.
For investors, the central comparison is between the 19.9 percent revenue increase and the 60.1 percent reported operating-profit increase. The settlement proceeds and other one-off effects explain why adjusted operating profit grew more slowly than the reported result.
Terumo stock trades at JPY 2,324.5
Terumo stock was last at JPY 2,324.5 on the Tokyo Stock Exchange on October 7, 2026, with a 52-week high of JPY 2,689 and a 52-week low of JPY 1,900.
Terumo stock facts
- Company: Terumo Corporation
- ISIN: JP3546800008
- Ticker: 4543
- Trading venue: Tokyo Stock Exchange
- Price (as of October 7, 2026): JPY 2,324.5
- Market capitalization: JPY 3.4 trillion (as of October 7, 2026)
- 52-week range: JPY 1,900-2,689 (as of October 7, 2026)
- Sector / Industry: Healthcare / Healthcare Equipment and Supplies
- Next earnings date: November 12, 2026
Upcoming dates for Terumo stock
- November 12, 2026: Fiscal 2027 second-quarter earnings
