Trimble Inc.

NasdaqGS:TRMB 주식 리포트

시가총액: US$13.7b

Trimble 배당 및 자사주 매입

배당 기준 점검 0/6

Trimble 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

3.8%

자사주 매입 수익률

총 주주 수익률3.8%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

Recent updates

Seeking Alpha • 4h

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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 TRMB 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: TRMB 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

Trimble 배당 수익률 vs 시장
TRMB의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (TRMB)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Software)0.8%
분석가 예측 (TRMB) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 TRMB 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 TRMB 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 TRMB 의 지급 비율을 계산하기에는 데이터가 부족합니다.

주주 현금 배당

현금 흐름 범위: TRMB 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/16 11:08
종가2026/09/16 00:00
수익2026/07/03
연간 수익2026/01/02

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Trimble Inc.는 32명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert MasonBaird
Quinn FredricksonBaird
Guy HardwickBarclays