TDK Management
Management Kriterienprüfungen 3/4
TDK CEO ist Noboru Saito , ernannt in Apr 2022, hat eine Amtszeit von 4.42 Jahren. Die jährliche Gesamtvergütung beträgt ¥347.00M , bestehend aus 22.5% Gehalt und 77.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.008% der Aktien des Unternehmens, im Wert von ¥406.22M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.7 Jahre bzw. 4.3 Jahre.
Wichtige Informationen
Noboru Saito
Geschäftsführender
JP¥347.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 22.48% |
| Amtszeit als Geschäftsführer | 4.4yrs |
| Eigentum des Geschäftsführers | 0.008% |
| Durchschnittliche Amtszeit des Managements | 4.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.3yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Sep 03
6762: Physical AI Expansion Will Constrain Future Share Price Upside
The updated analyst price target for TDK moves from approximately ¥2,233 to about ¥2,295, with analysts pointing to revised assumptions for revenue growth, profit margins, discount rates and future P/E multiples as the main drivers of this change. What’s in the News for TDK TDK Corporation announced the launch of the TDK SensEI edgeRX Pro sensor module, which adds a high performance sensor node with integrated edge AI processing to its edgeRX predictive maintenance platform for industrial monitoring.
Narrative-Update • Aug 17
6762: Physical AI Sensor Partnership Will Shape Future Earnings Potential
Analysts have raised their TDK price target from ¥4,519.90 to ¥5,500, reflecting updated assumptions in their models for higher revenue growth, a lower profit margin and a higher future P/E multiple. What’s in the News for TDK TDK issued dividend guidance for the second quarter of the fiscal year ending March 31, 2027, with an expected dividend of ¥20.00 per share, compared with ¥16.00 per share a year earlier.Analyseartikel • Aug 04
TDK Corporation Just Beat EPS By 48%: Here's What Analysts Think Will Happen Next
TDK Corporation ( TSE:6762 ) just released its quarterly report and things are looking bullish. It was a solid earnings...Narrative-Update • Aug 03
6762: Legal Overhang And Physical AI Spending Will Limit Future Upside
Analysts have raised their TDK price target from ¥1,900 to about ¥2,233, citing updated assumptions for future P/E, profit margin and discount rate, as well as revised expectations for revenue growth. What’s in the News for TDK TDK and LG Innotek agreed on a partnership in physical AI solutions that combines TDK sensor technology with LG Innotek optical and module design capabilities to develop next generation vision and tactile sensing modules for robots.
Narrative-Update • Jul 20
6762: Legal Overhang And Subsidiary Acquisition Will Support Dividend Policy
Analysts have increased their fair value estimate for TDK from ¥3,571.76 to ¥3,830.59. They cite updated assumptions that incorporate a slightly lower discount rate, marginally adjusted revenue growth, a modestly higher profit margin, and a higher future P/E multiple.Narrative-Update • Jul 06
6762: Legal Overhang From Antitrust Class Action Will Restrain Future Upside
Analysts have raised their price target on TDK from ¥1,721 to ¥1,900, reflecting updated assumptions around revenue growth, profit margins, a modestly lower discount rate, and a slightly reduced future P/E multiple. What's in the News for TDK TDK is referenced alongside Vishay Intertechnology in recent coverage of the automotive semiconductor sector, with TDK expanding its presence in automotive electronics and AI infrastructure related products.Narrative-Update • Jun 22
6762: Data Center Investments And Battery Partnership Will Support Dividend Policy
Analysts now estimate TDK's fair value at ¥3,571.76 per share, up from ¥2,644.12 previously, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What’s in the News for TDK TDK Corporation agreed to acquire Fabric8Labs, a metal 3D printing company focused on Electrochemical Additive Manufacturing.Analyseartikel • Jun 17
TDK (TSE:6762) Stock Could Be 45% Overvalued After Its Aston Power AI Data Center Backing
TDK (TSE:6762) stock is back in focus after TDK Ventures backed Aston Power, a power delivery startup for AI and high performance computing data centers, highlighting TDK’s push into energy and AI infrastructure. See our latest analysis for TDK. Those AI and energy efforts are landing at a time when TDK’s ¥3,830 share price has been moving strongly, with a 30 day share price return of 28.63% and a 1 year total shareholder return of 151.51%. This suggests that momentum has been building over...Narrative-Update • Jun 05
6762: AI Power Delivery And Battery Collaboration Will Shape Future Earnings Potential
Analysts have raised their price target on TDK from ¥3,500 to about ¥4,520, citing updated assumptions that include revised fair value estimates, a different discount rate, and refreshed views on revenue growth, profit margins, and future P/E levels. What's in the News TDK Ventures invested in C2i Semiconductors as part of a US$16.7m Series A round, backing software defined voltage regulator platforms aimed at improving power conversion efficiency for next generation AI data center accelerators.Narrative-Update • May 21
6762: Higher Risk Profile And Cautious Outlook Will Limit Future Upside
Analysts have trimmed their TDK price target from about ¥1,786 to roughly ¥1,721. This reflects updated views on a slightly higher discount rate, a more cautious revenue growth outlook, a modestly stronger profit margin, and a lower assumed future P/E multiple.Narrative-Update • May 02
6762: APAC Expansion And Battery Collaboration Will Support Future Earnings Upside
Analysts have raised their price target on TDK from ¥3,300 to ¥3,500, citing updated assumptions that combine slightly adjusted revenue growth, profit margin, discount rate, and future P/E inputs. What's in the News TDK revised consolidated guidance for the fiscal year ending March 31, 2026, and now projects net sales of ¥2,470,000m, operating income of ¥265,000m, net income attributable to owners of parent of ¥190,000m, and basic EPS of ¥100.11.Analyseartikel • May 01
Here's What Analysts Are Forecasting For TDK Corporation (TSE:6762) After Its Annual Results
Investors in TDK Corporation ( TSE:6762 ) had a good week, as its shares rose 8.6% to close at JP¥2,891 following the...Narrative-Update • Apr 17
6762: New APAC Hub And Battery Collaboration Will Support Future Upside Potential
Analysts have kept their fair value estimate for TDK steady at ¥3,300. A slightly higher discount rate, a modest adjustment to revenue growth assumptions, and a small uplift in profit margin expectations underpin the unchanged price target.Narrative-Update • Apr 02
6762: Battery Partnership And APAC Expansion Will Support Dividend Policy
Analysts have raised their fair value estimate for TDK to ¥2,644 from ¥2,611, citing adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as well as the stock's recent removal from a regional conviction list, as they reassess conviction level while maintaining coverage. Analyst Commentary Recent research activity around TDK reflects a more balanced stance, with the stock being removed from Goldman Sachs' APAC Conviction List while coverage and a specific fair value estimate are maintained.Narrative-Update • Mar 19
6762: New APAC Hub And Battery Businesses Will Support Future Upside Potential
Analysts now set a fair value price target of ¥3,300 for TDK, compared with the prior ¥3,200. This reflects modestly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E after TDK was removed from an APAC Conviction List.Narrative-Update • Mar 04
6762: Conviction List Exit Will Cap Upside Despite Revised Earnings Guidance
Analysts have slightly reduced their fair value price target for TDK from about ¥1,794.10 to roughly ¥1,786.27, citing updated views on revenue growth, profit margins and future P/E, along with TDK's recent removal from an APAC Conviction List. Analyst Commentary Recent Street research highlights a more cautious tone around TDK, with the company being removed from a major APAC Conviction List as part of a monthly review.Narrative-Update • Feb 18
6762: Conviction List Removal Will Limit Upside Despite Raised Earnings Guidance
Analysts have adjusted their valuation framework for TDK, with a revised price target of ¥1,794.10 that reflects slightly different assumptions on discount rate, revenue growth, profit margin and future P/E, alongside the recent removal of the stock from a regional conviction list by one major broker. Analyst Commentary Recent Street research around TDK highlights a more cautious tone, with some bearish analysts rethinking how much upside they are willing to ascribe to the shares.Analyseartikel • Feb 05
TDK (TSE:6762) Is Increasing Its Dividend To ¥18.00
TDK Corporation's ( TSE:6762 ) dividend will be increasing from last year's payment of the same period to ¥18.00 on...Analyseartikel • Feb 04
TDK Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TDK Corporation ( TSE:6762 ) investors will be delighted, with the company turning in some strong numbers with its...Narrative-Update • Feb 04
6762: Removal From Conviction List Will Cap Near-Term Re-Rating Potential
Analysts have raised their fair value estimate for TDK to ¥1,794.10 from ¥1,690.54, citing updated assumptions on revenue growth, profit margins and future P/E multiples, even though the stock was recently removed from one firm’s APAC Conviction List. Analyst Commentary While the higher fair value estimate suggests some optimism on TDK’s long term potential, recent Street actions also flag areas where expectations have become more cautious.Narrative-Update • Jan 21
6762: Battery Partnership Will Support Dividend Policy And Strengthen Medium Term Outlook
Analysts have nudged their fair value estimate for TDK to ¥2,610.88 from ¥2,576.18, reflecting slightly higher revenue growth and margin assumptions even though the stock was recently removed from a regional conviction list. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed fair value estimate of ¥2,610.88 as consistent with modestly stronger revenue and margin assumptions, which supports their view that the current fundamentals can justify a slightly higher valuation anchor.Narrative-Update • Jan 07
6762: Raised Guidance And Battery Collaboration Will Support Future Upside Potential
Analysts have lifted their fair value estimate for TDK from ¥2,480 to ¥3,200, citing updated assumptions for revenue growth, profit margins and future P/E, even as the stock was recently removed from a conviction list. Analyst Commentary Even with the recent removal of TDK from a major APAC Conviction List, recent fair value work suggests that some research desks still see room for upside if the company delivers on updated revenue and margin assumptions.Analyseartikel • Jan 06
Returns On Capital Are Showing Encouraging Signs At TDK (TSE:6762)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Analyseartikel • Dec 21
Are TDK Corporation (TSE:6762) Investors Paying Above The Intrinsic Value?
Key Insights The projected fair value for TDK is JP¥1,816 based on 2 Stage Free Cash Flow to Equity Current share price...Narrative-Update • Dec 15
6762: Battery Partnership Will Drive Stronger Outlook And Supportive Dividend Policy
Analysts have raised their price target on TDK by approximately ¥50 to reflect slightly stronger expectations for revenue growth, modestly higher profit margins, and a richer forward earnings multiple. Together, these factors support a higher fair value estimate.Narrative-Update • Dec 01
6762: Board Decisions And Battery Collaboration Will Influence Outlook With Updated Guidance
Analysts have raised their price target for TDK from ¥2,437.06 to ¥2,523.24. This change is driven by modest improvements in revenue growth and profit margin projections.Narrative-Update • Nov 17
6762: Board Decisions And Battery Agreement Will Shape Outlook Amid New Guidance
Analysts have raised their price target for TDK from ¥2,419.41 to ¥2,437.06. They cite improved revenue growth forecasts and slightly higher profit margin expectations.Narrative-Update • Nov 02
6762: Lower Revenue Momentum And Lofty Multiples Will Undermine Medium-Term Returns
Narrative Update on TDK Analyst Price Target Analysts have raised their price target for TDK from ¥2,316 to ¥2,419, citing improved profit margins and valuation metrics, even as revenue growth expectations remain tempered. What's in the News TDK revised consolidated earnings guidance for the year ending March 31, 2026, increasing net sales and profits projections due to strong ICT sector performance and resilient demand for data centers (Key Developments).Analyseartikel • Oct 31
TDK Corporation's (TSE:6762) P/E Is Still On The Mark Following 26% Share Price Bounce
TDK Corporation ( TSE:6762 ) shares have continued their recent momentum with a 26% gain in the last month alone...Analyseartikel • Oct 20
We Think TDK (TSE:6762) Can Manage Its Debt With Ease
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative-Update • Oct 19
AI Investments And Operational Shifts Will Create New Opportunities
Analysts have raised their price target for TDK from ¥2,200 to ¥2,316.47, citing improved growth projections and profitability metrics. What's in the News TDK's Board of Directors will meet on September 25, 2025 to review and potentially approve a definitive agreement regarding the transfer of their new development business for automotive power supply to Astemo, Ltd through a company split (Key Developments).Narrative-Update • Oct 05
AI Investments And Operational Shifts Will Create New Opportunities
Analysts have raised their price target for TDK from ¥2,123.53 to ¥2,200.00. This change reflects slight adjustments in revenue growth estimates, profit margin expectations, and valuation multiples.Narrative-Update • Sep 20
AI Investments And Operational Shifts Will Create New Opportunities
TDK's consensus price target saw a marginal increase to ¥2124, primarily supported by a slight upward revision in revenue growth forecasts. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2094 to ¥2124.Narrative-Update • Sep 05
AI Investments And Operational Shifts Will Create New Opportunities
TDK's fair value estimate saw a marginal increase as the consensus price target edged up, primarily reflecting a slight rise in the future P/E ratio while the discount rate remained stable. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2055 to ¥2094.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | JP¥235b |
| Mar 31 2026 | JP¥347m | JP¥78m | JP¥196b |
| Dec 31 2025 | n/a | n/a | JP¥188b |
| Sep 30 2025 | n/a | n/a | JP¥173b |
| Jun 30 2025 | n/a | n/a | JP¥149b |
| Mar 31 2025 | JP¥293m | JP¥77m | JP¥167b |
| Dec 31 2024 | n/a | n/a | JP¥166b |
| Sep 30 2024 | n/a | n/a | JP¥176b |
| Jun 30 2024 | n/a | n/a | JP¥170b |
| Mar 31 2024 | JP¥116m | JP¥77m | JP¥125b |
Vergütung im Vergleich zum Markt: NoboruDie Gesamtvergütung ($USD2.25M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt JP ($USD1.64M).
Entschädigung vs. Einkommen: NoboruDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Noboru Saito (60 yo)
4.4yrs
Amtszeit
JP¥347,000,000
Vergütung
Mr. Noboru Saito serves as President, CEO and GM of Humidifier Countermeasures HQ at TDK Corporation since April 01, 2022. He served as Chief Executive Officer of Systems Business Company of TDK Corporatio...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 4.4yrs | JP¥347.00m | 0.0076% ¥ 406.2m | |
| CFO, Senior Executive VP & Representative Director | no data | JP¥180.00m | 0.0062% ¥ 328.4m | |
| CTO, GM of Technology & Intellectual Property HQ | 1.4yrs | keine Daten | 0.00047% ¥ 25.1m | |
| General Manager of IR/SR Group | no data | keine Daten | keine Daten | |
| Corporate Officer | 4.7yrs | keine Daten | keine Daten | |
| Senior VP and GM of Corporate Marketing & Incubation HQ | 5.7yrs | keine Daten | keine Daten | |
| Senior VP | 8.7yrs | keine Daten | keine Daten | |
| Corporate Officer | 10.3yrs | keine Daten | keine Daten | |
| Corporate Officer | 4.7yrs | keine Daten | keine Daten | |
| Corporate Officer | 3.4yrs | keine Daten | keine Daten | |
| Corporate Officer | 7.7yrs | keine Daten | keine Daten | |
| Corporate Officer | no data | keine Daten | keine Daten |
4.7yrs
Durchschnittliche Betriebszugehörigkeit
Erfahrenes Management: 6762Das Führungsteam des Unternehmens gilt als erfahren (4.7 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 4.3yrs | JP¥347.00m | 0.0076% ¥ 406.2m | |
| CFO, Senior Executive VP & Representative Director | 10.3yrs | JP¥180.00m | 0.0062% ¥ 328.4m | |
| CTO, GM of Technology & Intellectual Property HQ | 1.3yrs | keine Daten | 0.00047% ¥ 25.1m | |
| Independent Outside Director | 4.3yrs | keine Daten | keine Daten | |
| Independent Outside Chairman of the Board | 5.3yrs | keine Daten | keine Daten | |
| Full Time Audit & Supervisory Board Member | 7.3yrs | keine Daten | 0.0024% ¥ 126.3m | |
| Independent Outside Director | 2.3yrs | keine Daten | keine Daten | |
| Full-time Chairman of Audit & Supervisory Board | 3.3yrs | keine Daten | 0.00016% ¥ 8.5m | |
| Independent Outside Audit & Supervisory Board Member | 7.3yrs | keine Daten | keine Daten | |
| Independent Outside Director | 6.3yrs | keine Daten | keine Daten | |
| Independent Outside Audit & Supervisory Board Member | 3.3yrs | keine Daten | keine Daten | |
| Independent Outside Audit & Supervisory Board Member | 3.3yrs | keine Daten | keine Daten |
4.3yrs
Durchschnittliche Betriebszugehörigkeit
66yo
Durchschnittliches Alter
Erfahrener Vorstand: 6762Die Vorstandsmitglieder gelten als erfahren (4.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/11 17:33 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
TDK Corporation wird von 29 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Masaru Koshita | Barclays |
| Masashi Kubota | BofA Global Research |