Trend Micro Beheer
Beheer criteriumcontroles 2/4
De CEO Trend Micro is Eva Chen, benoemd in Jan1988, heeft een ambtstermijn van 38.33 jaar. De totale jaarlijkse vergoeding van { bedraagt ¥ 184.00M, bestaande uit 41.3% salaris en 58.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.12% van de aandelen van het bedrijf, ter waarde ¥ 8.18B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.3 jaar en 2.7 jaar.
Belangrijke informatie
Eva Chen
Algemeen directeur
JP¥184.0m
Totale compensatie
| Percentage CEO-salaris | 41.30% |
| Dienstverband CEO | 38.3yrs |
| Eigendom CEO | 1.1% |
| Management gemiddelde ambtstermijn | 7.3yrs |
| Gemiddelde ambtstermijn bestuur | 2.7yrs |
Recente managementupdates
Recent updates
Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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).Analyse-update • 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.Analyse-update • 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).Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • Apr 25
Estimating The Intrinsic Value Of Trend Micro Incorporated (TSE:4704)
Key Insights Trend Micro's estimated fair value is JP¥8,489 based on 2 Stage Free Cash Flow to Equity Trend Micro's...Analyse-artikel • Mar 10
Trend Micro (TSE:4704) Is Very Good At Capital Allocation
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Analyse-artikel • Feb 20
Earnings Update: Here's Why Analysts Just Lifted Their Trend Micro Incorporated (TSE:4704) Price Target To JP¥9,407
Investors in Trend Micro Incorporated ( TSE:4704 ) had a good week, as its shares rose 5.7% to close at JP¥11,480...Analyse-artikel • Feb 13
Market Participants Recognise Trend Micro Incorporated's (TSE:4704) Earnings Pushing Shares 29% Higher
Trend Micro Incorporated ( TSE:4704 ) shareholders have had their patience rewarded with a 29% share price jump in the...
Nieuwe analyse • 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-artikel • Nov 14
Trend Micro Incorporated Just Missed Earnings - But Analysts Have Updated Their Models
Last week saw the newest quarterly earnings release from Trend Micro Incorporated ( TSE:4704 ), an important milestone...Analyse-artikel • Oct 06
Under The Bonnet, Trend Micro's (TSE:4704) Returns Look Impressive
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Analyse-artikel • Sep 07
Why Investors Shouldn't Be Surprised By Trend Micro Incorporated's (TSE:4704) 29% Share Price Surge
Trend Micro Incorporated ( TSE:4704 ) shares have had a really impressive month, gaining 29% after a shaky period...Analyse-artikel • Mar 19
Trend Micro Incorporated's (TSE:4704) Popularity With Investors Is Under Threat From Overpricing
Trend Micro Incorporated's ( TSE:4704 ) price-to-sales (or "P/S") ratio of 4.2x may not look like an appealing...Analyse-artikel • Feb 29
Trend Micro Incorporated's (TSE:4704) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Trend Micro fair value estimate is JP¥10,154 Trend Micro's...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | JP¥35b |
| Sep 30 2025 | n/a | n/a | JP¥35b |
| Jun 30 2025 | n/a | n/a | JP¥31b |
| Mar 31 2025 | n/a | n/a | JP¥32b |
| Dec 31 2024 | JP¥184m | JP¥76m | JP¥34b |
| Sep 30 2024 | n/a | n/a | JP¥24b |
| Jun 30 2024 | n/a | n/a | JP¥17b |
| Mar 31 2024 | n/a | n/a | JP¥15b |
| Dec 31 2023 | JP¥158m | JP¥70m | JP¥11b |
| Sep 30 2023 | n/a | n/a | JP¥14b |
| Jun 30 2023 | n/a | n/a | JP¥27b |
| Mar 31 2023 | n/a | n/a | JP¥28b |
| Dec 31 2022 | JP¥138m | JP¥65m | JP¥30b |
| Sep 30 2022 | n/a | n/a | JP¥41b |
| Jun 30 2022 | n/a | n/a | JP¥37b |
| Mar 31 2022 | n/a | n/a | JP¥38b |
| Dec 31 2021 | n/a | n/a | JP¥38b |
| Sep 30 2021 | n/a | n/a | JP¥34b |
| Jun 30 2021 | n/a | n/a | JP¥28b |
| Mar 31 2021 | n/a | n/a | JP¥27b |
| Dec 31 2020 | JP¥116m | JP¥57m | JP¥27b |
| Sep 30 2020 | n/a | n/a | JP¥25b |
| Jun 30 2020 | n/a | n/a | JP¥29b |
| Mar 31 2020 | n/a | n/a | JP¥30b |
| Dec 31 2019 | JP¥107m | JP¥54m | JP¥28b |
Compensatie versus markt: De totale vergoeding ($USD 1.17M ) Eva } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de JP markt ($USD 861.17K ).
Compensatie versus inkomsten: De vergoeding van Eva is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Eva Chen (66 yo)
38.3yrs
Tenure
JP¥184,000,000
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 38.3yrs | JP¥184.00m | 1.12% ¥ 8.2b | |
| Executive VP | 24.2yrs | JP¥188.00m | 0.11% ¥ 812.9m | |
| Executive VP & Director | 9.9yrs | JP¥169.00m | 0.0031% ¥ 22.6m | |
| Founder & Chairman of the Board | 30.4yrs | geen gegevens | 4.14% ¥ 30.3b | |
| Chief Culture Officer & Co-Founder | no data | geen gegevens | geen gegevens | |
| Chief Operating Officer | 7.3yrs | geen gegevens | geen gegevens | |
| Chief Technology Officer | 1.3yrs | geen gegevens | geen gegevens | |
| Chief Information Officer & CEO of VicOne Corporation | 1.3yrs | geen gegevens | geen gegevens | |
| Chief Legal Officer and Executive VP Global Policy & Compliance | 8.3yrs | geen gegevens | geen gegevens | |
| Chief Human Resources Officer | 4.1yrs | geen gegevens | geen gegevens | |
| SVP of AMEA Business | 1.3yrs | geen gegevens | geen gegevens | |
| Chief Consumer Business Officer | 4.2yrs | geen gegevens | geen gegevens |
7.3yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van 4704 is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 28.8yrs | JP¥184.00m | 1.12% ¥ 8.2b | |
| Executive VP | 24.2yrs | JP¥188.00m | 0.11% ¥ 812.9m | |
| Executive VP & Director | 18.2yrs | JP¥169.00m | 0.0031% ¥ 22.6m | |
| Founder & Chairman of the Board | 30.4yrs | geen gegevens | 4.14% ¥ 30.3b | |
| Independent Outside Director | 1.2yrs | geen gegevens | geen gegevens | |
| Independent Outside Director | 3.2yrs | geen gegevens | geen gegevens | |
| Auditor | 1.2yrs | geen gegevens | 0.00077% ¥ 5.6m | |
| Corporate Auditor | 2yrs | geen gegevens | geen gegevens | |
| Corporate Auditor | 2.2yrs | geen gegevens | geen gegevens | |
| Full-time Auditor | 1.2yrs | geen gegevens | geen gegevens |
2.7yrs
Gemiddelde duur
65.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van 4704 wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.7 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/09 01:49 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Trend Micro Incorporated wordt gevolgd door 17 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Hideo Noda | CLSA |
| Sukshith Shetty | CrispIdea |
| Deepkumar Shah | CrispIdea |