Trend Micro Incorporated

TSE:4704 Rapport sur les actions

Capitalisation boursière : JP¥828.2b

Trend Micro Gestion

Gestion contrôle des critères 2/4

Le PDG Trend Micro est Eva Chen, nommé en Jan1988, a un mandat de 38.5 ans. détient directement 1.12% des actions de la société, d'une valeur de ¥ 9.25B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 7.5 ans et 2.8 ans.

Informations clés

Eva Chen

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général38.5yrs
Propriété du PDG1.1%
Durée moyenne d'occupation des postes de direction7.5yrs
Durée moyenne du mandat des membres du conseil d'administration2.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Jun 27

4704: AI Security Partnerships Will Shape Future Profitability Outlook

Analysts have reduced their fair value estimate for Trend Micro from ¥6,200 to ¥5,300, citing updated assumptions that combine slightly higher projected revenue growth and a marginally higher discount rate with lower expected profit margins and a modestly higher future P/E. What’s in the News for Trend Micro TrendAI, from Trend Micro, joined the OpenAI Daybreak Cyber Partner Program, gaining access to OpenAI frontier AI tools tailored to cybersecurity, with capabilities integrated into the TrendAI Vision One platform for faster, AI powered threat analysis and vulnerability research (source: OpenAI Daybreak Cyber Partner Program announcement).
Mise à jour du récit • Jun 13

4704: AI Security Partnerships And Share Buybacks Will Shape A Measured Outlook

Analysts have lifted their fair value estimate for Trend Micro from approximately ¥6,261 to about ¥6,511, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that together support a slightly higher price target. What's in the News TrendAI, Trend Micro's enterprise AI security division, announced a collaboration with Anthropic to use Claude Opus 4.8 and other models for faster vulnerability detection and remediation across complex software environments, while joining Anthropic's Cyber Verification Program and Project Glasswing for defensive AI use cases (source: TrendAI, Anthropic).
Mise à jour du récit • May 30

4704: AI Governance And Share Buybacks Will Support Balanced Future Outlook

Analysts have nudged their price target for Trend Micro slightly higher to about ¥6,261 from roughly ¥6,194, reflecting updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Trend Micro is working with Anthropic and evaluating Claude Opus 4.8 within TrendAI to help security teams detect vulnerabilities, prioritize risks across complex environments, and accelerate mitigation through Anthropic's Cyber Verification Program.
Mise à jour du récit • May 14

4704: AI Governance Initiatives Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Trend Micro slightly lower, from ¥6,231.25 to ¥6,193.75, reflecting small adjustments to assumptions for revenue growth, profit margins and forward P/E multiples. What's in the News TrendAI, Trend Micro's enterprise AI security arm, announced a collaboration with Anthropic to support broader use of Claude Opus 4.7 for security research.
Mise à jour du récit • Apr 21

4704: AI Governance And Consumer Rebrand Will Shape Balanced Future Prospects

Analysts have trimmed their price target on Trend Micro from ¥7,068.75 to ¥6,231.25, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Trend Micro is rebranding its consumer business as TrendLife, with a focus on protecting everyday digital activity as AI tools become more common in households, and plans to roll out its Kaleida AI companion for families to the public later in 2026 (Key Developments).
Mise à jour du récit • Apr 06

4704: AI Governance Expansion Will Support Future Upside For Shares

Analysts have trimmed their price target on Trend Micro from ¥7,256.25 to ¥7,068.75, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as they refresh their valuation work. What's in the News TrendAI, described as an enterprise AI security leader within Trend Micro, introduced the TrendAI Agentic Governance Gateway to give organizations visibility and control over autonomous AI agent interactions across data, tools, and environments, with capabilities such as policy enforcement, human oversight, simulation of governance decisions, and lifecycle management delivered through the TrendAI Vision One platform (Key Developments).
Mise à jour du récit • Mar 21

4704: Buybacks And AI Security Expansion Will Support Further Share Upside

Analysts have nudged their price target on Trend Micro higher from about ¥7,161 to roughly ¥7,256. This reflects small model tweaks to fair value, discount rate, and assumed future P/E rather than any major shift in the underlying outlook.
Mise à jour du récit • Mar 07

4704: Buybacks And 2026 Guidance Will Support Further Share Upside

Analysts have trimmed their price target on Trend Micro by about ¥400. This reflects slightly adjusted assumptions around fair value, discount rate, revenue growth and profit margins, while keeping expected future P/E broadly similar.
Mise à jour du récit • Feb 20

4704: Buybacks And Higher 2026 Guidance Will Support Future Upside

Analysts have nudged their Trend Micro price target higher from ¥7,343.75 to roughly ¥7,583.33, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News Issued earnings guidance for 2026, with expected net sales of ¥301,500 million, operating income of ¥56,400 million, net income attributable to owners of the parent of ¥36,600 million, and net income per share of ¥280.07.
Mise à jour du récit • Feb 06

4704: AI Cybersecurity Outlook And Share Buybacks Will Support Future Upside

Analysts have modestly trimmed their fair value estimate for Trend Micro to ¥7,343.75 from ¥7,464.29, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Board meeting on November 12, 2025 approved a share repurchase of common stock, setting the framework for subsequent buyback activity (Key Developments).
Mise à jour du récit • Jan 21

4704: AI Security And Share Buybacks Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Trend Micro from ¥7,950 to about ¥7,464, reflecting slightly softer assumptions on revenue growth and profit margins, along with a modestly higher future P/E multiple. What's in the News The board approved a share repurchase plan on November 12, 2025, authorizing the buyback of 1,670,000 shares, or 1.27% of share capital, for ¥10,000 million.
Mise à jour du récit • Jan 06

4704: AI Security Expansion Will Drive Upside Despite Slightly Lower Fair Value Assumptions

Analysts have reduced their price target for Trend Micro from ¥8,416.67 to ¥7,950, citing slightly lower assumptions for fair value, revenue growth, profit margins, and future P/E multiples. What's in the News Board meeting scheduled for November 12, 2025 to consider and approve a repurchase of common shares, following authorization of a buyback plan that covers up to 1,670,000 shares (1.27% of share capital) for ¥10,000m through December 23, 2025 (Board Meeting, Buyback Transaction Announcements).
Mise à jour du récit • Dec 14

4704: Expanding AI Security And Share Repurchases Will Drive Future Upside

Narrative Update on Trend Micro Analyst Price Target Analysts have modestly reduced their average price target on Trend Micro, cutting estimated fair value from approximately ¥9,150 to about ¥8,417. They are factoring in slightly higher discount rates, marginally lower long term profit margins, and a more conservative future price to earnings multiple, while revenue growth expectations remain stable.
Mise à jour du récit • Nov 30

4704: Expanding AI Security Solutions Will Drive Future Equity Performance

Analysts have slightly lowered their price target for Trend Micro from ¥9,250 to ¥9,150. This change reflects modest adjustments in the discount rate and financial projections.
Mise à jour du récit • Nov 16

4704: Expanded AI Offerings And New Partnerships Will Drive Profits Higher

Analysts have modestly raised their price target for Trend Micro to ¥9,250. This change reflects improved expectations for both revenue growth and profit margins.
Article d’analyse • Nov 16

Trend Micro Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

As you might know, Trend Micro Incorporated ( TSE:4704 ) recently reported its quarterly numbers. Revenues were JP¥69b...
Mise à jour du récit • Nov 01

4704: AI Integration And Data Center Security Will Drive Robust Momentum

Narrative Update on Trend Micro: Analyst Price Target Adjustment Analysts have maintained their price target for Trend Micro at ¥9,250. This reflects ongoing confidence in the company’s fundamentals without a significant shift in projected financial metrics.
Mise à jour du récit • Oct 17

Leveraging Vision One And AI Will Offer Comprehensive Security Solutions

Analysts have modestly lowered their price target for Trend Micro, decreasing it from ¥9,371 to ¥9,250. They cited minor adjustments in valuation models and updated financial projections.
Mise à jour du récit • Oct 03

Leveraging Vision One And AI Will Offer Comprehensive Security Solutions

Analysts have revised their price target for Trend Micro downward to approximately ¥9,371, a decrease of about ¥557. They cited slightly lower growth and profit margin projections as the reason for this adjustment.
Mise à jour du récit • Aug 27

Leveraging Vision One And AI Will Offer Comprehensive Security Solutions

Trend Micro's consensus price target has been revised downward, primarily reflecting slightly softer revenue growth forecasts, with fair value lowered from ¥10,371 to ¥9,834. What's in the News Announced new agentic AI-powered SIEM designed to automate setup, cut alert noise, and enhance security with multi-source analytics, rapid onboarding, extended data retention, and integration with digital twin technology for proactive risk mitigation in complex environments.
Article d’analyse • Aug 09

Investors Interested In Trend Micro Incorporated's (TSE:4704) Earnings

TSE:4704 1 Year Share Price vs Fair Value Explore Trend Micro's Fair Values from the Community and select yours With a...
Article d’analyse • Jul 22

Under The Bonnet, Trend Micro's (TSE:4704) Returns Look Impressive

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
User avatar
Nouveau récit • Dec 01

Unleashing Growth Through Subscription Shift And Global Expansion Strategy

Subscription model transition improves revenue stability and predicts higher margins, boosting recurring revenue growth.

Analyse de la rémunération des PDG

Comment la rémunération de Eva Chen a-t-elle évolué par rapport aux bénéfices de Trend Micro?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

JP¥37b

Dec 31 2025n/an/a

JP¥35b

Sep 30 2025n/an/a

JP¥35b

Jun 30 2025n/an/a

JP¥31b

Mar 31 2025n/an/a

JP¥32b

Dec 31 2024JP¥184mJP¥76m

JP¥34b

Sep 30 2024n/an/a

JP¥24b

Jun 30 2024n/an/a

JP¥17b

Mar 31 2024n/an/a

JP¥15b

Dec 31 2023JP¥158mJP¥70m

JP¥11b

Sep 30 2023n/an/a

JP¥14b

Jun 30 2023n/an/a

JP¥27b

Mar 31 2023n/an/a

JP¥28b

Dec 31 2022JP¥138mJP¥65m

JP¥30b

Sep 30 2022n/an/a

JP¥41b

Jun 30 2022n/an/a

JP¥37b

Mar 31 2022n/an/a

JP¥38b

Dec 31 2021n/an/a

JP¥38b

Sep 30 2021n/an/a

JP¥34b

Jun 30 2021n/an/a

JP¥28b

Mar 31 2021n/an/a

JP¥27b

Dec 31 2020JP¥116mJP¥57m

JP¥27b

Sep 30 2020n/an/a

JP¥25b

Jun 30 2020n/an/a

JP¥29b

Mar 31 2020n/an/a

JP¥30b

Dec 31 2019JP¥107mJP¥54m

JP¥28b

Rémunération vs marché: Données insuffisantes pour établir si la rémunération totale de Eva est raisonnable par rapport à des entreprises de taille similaire sur le marché JP.

Rémunération et revenus: La rémunération de Eva a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Eva Chen (67 yo)

38.5yrs
Titularisation
JP¥184,000,000
Compensation

Ms. Eva Chen founded Trend Micro Inc., in 1988 and has been its Chief Executive Officer since January 1, 2005 and serves as its President since 2022. Ms. Chen served as President of Trend Micro Inc., until...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Eva Chen
Co-Founder38.5yrsJP¥184.00m1.12%
¥ 9.2b
Mahendra Negi
Executive VP24.3yrsJP¥188.00m0.12%
¥ 982.8m
Akihiko Omikawa
Executive VP & Director10.1yrsJP¥169.00m0.0031%
¥ 25.5m
Ming-Jang Chang
Founder & Chairman of the Board30.6yrspas de données4.14%
¥ 34.3b
Jenny Chang
Chief Culture Officer & Co-Founderno datapas de donnéespas de données
Kevin Simzer
Chief Operating Officer7.5yrspas de donnéespas de données
Oscar Chang
Chief Technology Officer1.5yrspas de donnéespas de données
Max Cheng
Chief Information Officer & CEO of VicOne Corporation1.5yrspas de donnéespas de données
Felix Sterling
Chief Legal Officer and Executive VP Global Policy & Compliance8.5yrspas de donnéespas de données
Claudia Wu
Chief Human Resources Officer4.3yrspas de donnéespas de données
Dhanya Thakkar
SVP of AMEA Business1.5yrspas de donnéespas de données
Frank Kuo
Chief Consumer Business Officer4.3yrspas de donnéespas de données
7.5yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de 4704 est chevronnée et expérimentée (7.5 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Eva Chen
Co-Founder28.9yrsJP¥184.00m1.12%
¥ 9.2b
Mahendra Negi
Executive VP24.3yrsJP¥188.00m0.12%
¥ 982.8m
Akihiko Omikawa
Executive VP & Director18.3yrsJP¥169.00m0.0031%
¥ 25.5m
Ming-Jang Chang
Founder & Chairman of the Board30.6yrspas de données4.14%
¥ 34.3b
Fukuzo Inoue
Independent Outside Director1.3yrspas de donnéespas de données
Koichiro Tokuoka
Independent Outside Director3.3yrspas de donnéespas de données
Taeko Izumi
Auditor1.3yrspas de données0.00077%
¥ 6.4m
Miwako Funamoto
Corporate Auditor2.2yrspas de donnéespas de données
Kenichiro Jomen
Corporate Auditor2.3yrspas de donnéespas de données
Takashi Hirata
Full-time Auditor1.3yrspas de donnéespas de données
2.8yrs
Durée moyenne de l'emploi
66.5yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la 4704 n'est pas considéré comme expérimenté ( 2.8 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/08 14:48
Cours de l'action en fin de journée2026/07/08 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Trend Micro Incorporated est couverte par 17 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Morten PaulsenCLSA
Hideo NodaCLSA
Jay DefibaughCLSA