Toyota Motor (NYSE:TM) Shares Up 10.2% Following Earnings Beat

Toyota Motor Corporation (NYSE:TM)’s stock price shot up 10.2% on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $220.00 and last traded at $219.8040. 234,993 shares traded hands during mid-day trading, a decline of 39% from the average session volume of 382,437 shares. The stock had previously closed at $199.46.

The company reported $4.10 EPS for the quarter, beating analysts’ consensus estimates of $3.37 by $0.73. The firm had revenue of $87.97 billion during the quarter, compared to the consensus estimate of $84.74 billion. Toyota Motor had a return on equity of 11.21% and a net margin of 8.61%.

Toyota Motor News Summary

Here are the key news stories impacting Toyota Motor this week:

• Positive Sentiment: Toyota reported quarterly EPS of $4.10, above the $3.37 consensus, and revenue of $87.97 billion, exceeding estimates. First-half operating profit rose 34%, supported by a weaker yen and cost reductions, helping prompt a higher fiscal 2027 profit forecast. Reuters article
• Positive Sentiment: Stronger hybrid sales and expanded shareholder returns also supported investor enthusiasm after the results. Zacks article
• Neutral Sentiment: Toyota announced that Ted Ogawa will return to Japan as a senior fellow, with Mark Templin set to become president and CEO of Toyota Motor North America on January 1, 2027. The planned succession provides continuity, but its financial effect is unclear. Toyota Motor North America announcement
• Negative Sentiment: Toyota trimmed its annual sales-revenue forecast even as it raised profit guidance. The divergence signals that stronger margins and cost control—not higher expected sales—are driving the improved profit outlook. RTTNews article

Analyst Ratings Changes

Several brokerages have weighed in on TM. Erste Group Bank raised Toyota Motor from a “hold” rating to a “strong-buy” rating in a research note on Friday, September 18th. Zacks Research upgraded shares of Toyota Motor from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 29th. Finally, Weiss Ratings upgraded shares of Toyota Motor from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Four research analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Toyota Motor currently has an average rating of “Buy” and an average target price of $290.00.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Allworth Financial LP grew its holdings in Toyota Motor by 5.2% in the 3rd quarter. Allworth Financial LP now owns 4,022 shares of the company’s stock valued at $677,000 after buying an additional 200 shares during the last quarter. Fisher Asset Management LLC raised its position in Toyota Motor by 1.3% in the 3rd quarter. Fisher Asset Management LLC now owns 7,296,591 shares of the company’s stock valued at $1,336,006,000 after purchasing an additional 94,468 shares during the last quarter. Russell Investments Group Ltd. lifted its stake in shares of Toyota Motor by 176.2% during the third quarter. Russell Investments Group Ltd. now owns 48,506 shares of the company’s stock valued at $8,881,000 after acquiring an additional 30,943 shares during the period. Fifth Third Bancorp boosted its position in shares of Toyota Motor by 22.0% in the 3rd quarter. Fifth Third Bancorp now owns 1,157 shares of the company’s stock worth $212,000 after purchasing an additional 209 shares during the last quarter. Finally, Jacobi Capital Management LLC bought a new position in shares of Toyota Motor during the third quarter worth $34,000. 1.48% of the stock is currently owned by institutional investors and hedge funds.

Toyota Motor Stock Down 1.1%

The firm’s fifty day simple moving average is $193.24 and its 200 day simple moving average is $198.59. The stock has a market capitalization of $281.13 billion, a price-to-earnings ratio of 9.84, a P/E/G ratio of 1.24 and a beta of 0.62. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.00 and a current ratio of 1.17.

About Toyota Motor