Update shared on 26 Nov 2025
Fair value Increased 2.99%Toyota Motor Price Target Updated Amid Subtle Valuation Shifts
Analysts have raised Toyota Motor's price target from ¥3,228 to ¥3,325, citing minor improvements in profit margin projections. This comes despite slightly lower expected revenue growth and a marginally higher discount rate.
What's in the News
- Toyota commenced production at its first U.S. battery plant in North Carolina, representing a $14 billion investment and creating up to 5,100 new jobs. Additional expansion is planned, reflecting a long-term commitment to U.S. manufacturing (Key Developments).
- The company unveiled the Scion 01 Concept, a high-output turbocharged hybrid off-road vehicle, at the 2025 SEMA Show. This highlights Toyota’s push for innovation in performance and sustainability (Key Developments).
- Toyota announced a dividend increase to JPY 45.00 per share for the second quarter ended September 30, 2025, up from JPY 40.00 the previous year. The dividend is payable on November 26, 2025 (Key Developments).
- New agreements with Yokogawa Electric Corporation further Toyota’s development of the manned pressurized lunar rover with JAXA, supporting Japan’s first standalone crewed space system (Key Developments).
- The 2026 Toyota Grand Hybrid and updated RAV4 models were revealed, featuring expanded hybrid options, new multimedia capabilities, and enhanced safety systems (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥3,228 to ¥3,325.
- Discount Rate increased modestly from 11.02% to 11.1%.
- Revenue Growth estimate has edged lower, moving from 3.03% to 2.99%.
- Net Profit Margin improved from 7.41% to 7.62%.
- Future P/E ratio decreased marginally from 14.28x to 14.25x.
Disclaimer
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