Trimble Inc.

NasdaqGS:TRMB 株式レポート

時価総額：US$13.7b

Trimble 配当と自社株買い

配当金 基準チェック /06

Trimble配当金を支払った記録がありません。

主要情報

n/a

配当利回り

3.8%

バイバック利回り

総株主利回り3.8%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha • 7h

Trimble: A Much More Constructive Setup Here

Summary Trimble continues its business model transformation, boosting recurring revenues to 65% and improving margins despite modest top-line growth. TRMB is evaluating a strategic divestment of its transportation and logistics unit, which represents 15% of sales and 10% of operating profits. Realistic earnings now exceed $3 per share, with valuation multiples compressing to 18–19x, enhancing the stock's appeal. I see increasing strategic potential and would look to get involved in the lower fifties, monitoring further M&A developments closely. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 27

TRMB: AECO Software Focus And Transport Sale Will Support Future Repricing

Analysts have adjusted Trimble's implied fair value from about $83 to roughly $81, reflecting lower Street price targets as they factor in limited near term catalysts, modest growth expectations, and portfolio reshaping efforts. Analyst Commentary Recent research on Trimble highlights a mix of optimism around the core business and caution around near term share performance.
ナラティブ更新 • Jul 13

TRMB: Core AECO Software Focus And Divestiture Plans Will Support Future Repricing

Trimble's updated analyst price target moves lower by about $2 to $83.00, as analysts factor in recent target cuts from major firms, along with continued focus on the company's core AECO software, civil construction, and geospatial businesses. Analyst Commentary Recent research on Trimble reflects a mix of optimism around the company’s core software and geospatial businesses and some caution around valuation and portfolio complexity, especially as price targets shift lower across several major firms.
ナラティブ更新 • Jun 22

TRMB: Recurring Revenue And Buybacks Will Support Future Multiple Repricing

The Trimble analyst price target has shifted lower to $79, reflecting analysts' updated estimates across industrial technology peers and revised expectations for the stock's valuation multiples. Analyst Commentary Recent commentary around Trimble centers on how analysts are recalibrating expectations after revisiting their models for industrial technology stocks and Trimble's valuation multiples.
分析記事 • Jun 17

Trimble (TRMB) Stock Could Be 40.5% Undervalued After Its Latest Software Expansion

Recent interest in Trimble (TRMB) stock is tied to two product updates that widen its software reach by integrating hotel booking into fleet tools and automating employment verification inside its financial management platforms. See our latest analysis for Trimble. Despite these product developments, Trimble's recent share price performance has been weak. The stock is at US$50.78 after a 1 day share price return of 1.14%, but the 90 day share price return is down 22.51% and the 1 year total...
ナラティブ更新 • Jun 05

TRMB: Recurring Revenue And Buybacks Will Support Future Repricing Potential

Trimble's analyst price target has shifted from about $90.58 to $85.33 as analysts reset assumptions on fair value, discount rates, and future P/E, in line with recent target cuts from firms covering industrial technology stocks. Analyst Commentary Recent research updates show analysts trimming their price targets on Trimble, with cuts from prior levels such as US$103 to US$79 and several other reductions of between US$5 and US$6.
分析記事 • May 08

The Trimble Inc. (NASDAQ:TRMB) First-Quarter Results Are Out And Analysts Have Published New Forecasts

As you might know, Trimble Inc. ( NASDAQ:TRMB ) just kicked off its latest first-quarter results with some very strong...
ナラティブ更新 • Apr 29

TRMB: Industrial Automation And Buybacks Will Support Future Repricing Potential

Analysts have adjusted the Trimble price target modestly, with recent changes including a $5 reduction at one firm and a $2 increase at another. These revisions reflect updated assumptions around discount rate, profit margin and future P/E, while keeping fair value broadly in line at about $90.58.
ナラティブ更新 • Apr 14

TRMB: Industrial Automation And Buybacks Will Drive Future Repricing Potential

Narrative update on Trimble The analyst price target for Trimble has edged down by about $0.42 to roughly $90.58, as analysts balance recent target cuts from Baird and JPMorgan against a target increase from Barclays and slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Trimble shows a mix of optimism and caution, with one firm lifting its target to US$103 while others trimmed theirs, including a US$10 cut from JPMorgan.
ナラティブ更新 • Mar 31

TRMB: Industrial Automation And Buybacks Will Support Future Repricing

Analysts have made only modest adjustments to their $91.00 fair value estimate for Trimble. Recent price target raises and cuts, including moves in the $100 to $103 range, reflect updated views on the company’s positioning within industrial technology and its related end markets.
ナラティブ更新 • Mar 17

TRMB: Automation End Markets And Buybacks Will Drive Future Repricing

Trimble's analyst price target has been adjusted modestly as the fair value estimate moved from $93.33 to $91.00. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, alongside recent Street research where some analysts raised targets to $103 while others trimmed their views.
ナラティブ更新 • Mar 03

TRMB: Automation End Markets And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target on Trimble by $10. This reflects mixed recent updates from JPMorgan and Barclays and small tweaks to assumptions for discount rate, revenue growth, profit margin, and future P/E expectations.
ナラティブ更新 • Feb 16

TRMB: Automation End Markets And Buybacks Will Support Future Upside

Analysts have modestly reduced their Trimble price target, with the new estimate at about $93 compared with the prior fair value view near $98. This change reflects updated expectations for growth, profitability and a lower future P/E multiple.
ナラティブ更新 • Feb 02

TRMB: Industrial Tech End Markets Will Drive Future Upside Potential

Analysts have nudged their Trimble price expectations modestly higher, with one recent Street target moving to $101 from $100. They cite potential tailwinds across industrial technology end markets including data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors.
ナラティブ更新 • Jan 18

TRMB: Industrial Tech Tailwinds And Software Shift Will Drive Future Upside

Analysts have nudged their fair value estimate for Trimble higher, from US$98.50 to US$99.75. Recent research highlights supportive trends in industrial technology end markets, including data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.
ナラティブ更新 • Jan 04

TRMB: Software Shift And 3-4-30 Framework Will Drive Future Upside

Analysts have nudged their Trimble price target slightly higher to about $98.50 per share, citing improving long term revenue growth and margin prospects as the company advances its transition toward higher recurring software revenue and works toward its 2027 financial goals. Analyst Commentary Recent Street research highlights that bullish analysts view Trimble as being in the midst of a meaningful business model transformation, with upside potential if management executes on its long term targets.
ナラティブ更新 • Dec 15

TRMB: Software Shift And 3-4-30 Goals Will Drive Margin Expansion

Analysts have modestly raised their Trimble price target by $2 to $100, citing increased confidence in the company’s transition toward higher-margin software solutions and its ability to meet or exceed long term recurring revenue and profitability goals. Analyst Commentary Bullish analysts view Trimble’s accelerating shift from hardware to software as a key driver of multiple expansion.
ナラティブ更新 • Nov 28

TRMB: Ongoing Software Transition Will Unlock Recurring Revenue And Margin Upside

Analysts have modestly lowered their fair value estimate for Trimble from $98.80 to $98.45. They cite improving profit margins and stronger expected revenue growth, even as the company undergoes a transition toward software solutions.
ナラティブ更新 • Nov 14

TRMB: Ongoing Software Transition Will Drive Improved Profitability This Cycle

Analysts have raised their price target for Trimble from $97.70 to $98.80, citing ongoing business model transformation and an improved profit outlook. Analyst Commentary Recent analyst coverage of Trimble highlights a range of perspectives on the company's strategic direction, projections, and market challenges.
ナラティブ更新 • Oct 31

TRMB: Software Shift Will Drive Stronger Recurring Revenue Growth Ahead

Analysts have modestly increased their price target for Trimble, with the consensus rising by $6 to $94. They cited the company's successful transition towards software solutions and stronger than expected financial performance.
ナラティブ更新 • Oct 17

Cloud And AI Adoption Will Boost Infrastructure Modernization

Trimble's analyst price target has been adjusted slightly lower to $97.70 from $97.75, as analysts note steady software-led business transformation and recurring revenue growth amid persistent macroeconomic headwinds. Analyst Commentary Analysts reviewing Trimble remain broadly optimistic about the company's ongoing transformation and growth prospects.
ナラティブ更新 • Oct 03

Cloud And AI Adoption Will Boost Infrastructure Modernization

Analysts have raised Trimble’s fair value estimate by $3.00 to $97.75, citing resilient market dynamics and increasing customer demand for software-oriented solutions. Analyst Commentary Recent Street research has provided an updated perspective on Trimble’s performance and outlook, highlighting both drivers of optimism and areas for caution among analysts.
ナラティブ更新 • Aug 07

Cloud And AI Adoption Will Boost Infrastructure Modernization

As there were no material changes in either revenue growth forecasts or the discount rate for Trimble, the consensus analyst price target remained effectively unchanged at $87.62. What's in the News Trimble completed a share repurchase program, buying back 9.67 million shares (3.97%) for $677.34 million.
Seeking Alpha • Mar 18

Trimble: Authorized $1 Billion Buyback Sets The Tone For 2025

Summary Trimble announced a $1 billion share buyback program, signaling strong capital returns and solid organic growth for 2025. The company’s shift to recurring revenue, driven by software and services, is boosting margins and making shares attractive. Trimble's diverse segments, particularly AECO, are showing high operating margins, with significant potential for margin expansion in Transport and Logistics. Despite risks tied to recurring revenue streams and market cycles, Trimble’s strong growth prospects and shareholder returns justify a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Trimble Inc.: ARR Growth Looks Strong, But Total Revenue Expected To Decline Into 2025

Summary Trimble Inc. transitioned to a subscription-based model, with ARR growing 14% YoY and recurring revenues now comprising 62% of total revenue. While ARR is expanding, total revenue is expected to decline by 5-9% in 2025 due to divestments and the transition away from hardware sales. Trimble spends 26% of gross profit on R&D to stay competitive, but rising competition could drive costs higher. Asia-Pacific expansion presents opportunities, but key markets like China, South Korea, and Japan remain untapped. Discounted EPS model suggests a fair value of ~$93 per share, implying 30% upside. However, after applying a 10% margin of safety, the stock remains a HOLD. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Trimble: Anticipating Double-Digits Growth In ARR; Initiating With 'Buy'

Summary Trimble's strategic shift towards software-driven models and double-digit ARR growth supports a 'Buy' rating with a one-year target price of $86 per share. Divestiture of non-core businesses, including a $2 billion joint venture sale to AGCO, enables Trimble to focus on high-growth areas and unlock value. Projected organic revenue growth of 8% and ARR growth of 11%-13% in FY24, driven by strong performance in Buildings and Infrastructure, Geospatial, and other segments. Key risks include competition from Autodesk and reliance on civil and infrastructure construction cycles, which could be affected by economic conditions and market recovery in Europe. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: TRMBの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: TRMBの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Trimble 配当利回り対市場
TRMB 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (TRMB)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.8%
アナリスト予想 (TRMB) (最長3年)0%

注目すべき配当: TRMBは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: TRMBは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: TRMBの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: TRMBが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/16 13:03
終値2026/09/16 00:00
収益2026/07/03
年間収益2026/01/02

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Trimble Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Robert MasonBaird
Quinn FredricksonBaird
Guy HardwickBarclays