Trend Micro Incorporated

TSE:4704 Aktierapport

Börsvärde: JP¥732.5b

Trend Micro Förvaltning

Förvaltning kriterier kontrolleras 2/4

Trend Micro VD är Eva Chen, utsedd i Jan 1988, har en mandatperiod på 38.33 år. totala årliga ersättningen är ¥ 184.00M, bestående av 41.3% lön 58.7% bonusar, inklusive företagsaktier och optioner. äger direkt 1.12% av företagets aktier, värda ¥ 8.18B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 7.3 år respektive 2.7 år.

Viktig information

Eva Chen

Verkställande direktör

JP¥184.0m

Total ersättning

VD-lön i procent41.30%
Anställning som VD38.3yrs
Ägande av VD1.1%
Ledningens genomsnittliga anställningstid7.3yrs
Styrelsens genomsnittliga mandatperiod2.7yrs

Senaste uppdateringar av ledningen

Recent updates

Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Eva Chen:s ersättning förändrats jämfört med Trend Micro:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Eva s total kompensation ($USD 1.17M ) är över genomsnittet för företag av liknande storlek på JP marknaden ($USD 861.17K ).

Ersättning vs inkomst: Ersättningen från Eva har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Eva Chen (66 yo)

38.3yrs
Anställning
JP¥184,000,000
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Eva Chen
Co-Founder38.3yrsJP¥184.00m1.12%
¥ 8.2b
Mahendra Negi
Executive VP24.2yrsJP¥188.00m0.11%
¥ 812.9m
Akihiko Omikawa
Executive VP & Director9.9yrsJP¥169.00m0.0031%
¥ 22.6m
Ming-Jang Chang
Founder & Chairman of the Board30.4yrsinga uppgifter4.14%
¥ 30.3b
Jenny Chang
Chief Culture Officer & Co-Founderno datainga uppgifteringa uppgifter
Kevin Simzer
Chief Operating Officer7.3yrsinga uppgifteringa uppgifter
Oscar Chang
Chief Technology Officer1.3yrsinga uppgifteringa uppgifter
Max Cheng
Chief Information Officer & CEO of VicOne Corporation1.3yrsinga uppgifteringa uppgifter
Felix Sterling
Chief Legal Officer and Executive VP Global Policy & Compliance8.3yrsinga uppgifteringa uppgifter
Claudia Wu
Chief Human Resources Officer4.1yrsinga uppgifteringa uppgifter
Dhanya Thakkar
SVP of AMEA Business1.3yrsinga uppgifteringa uppgifter
Frank Kuo
Chief Consumer Business Officer4.2yrsinga uppgifteringa uppgifter
7.3yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder

Erfaren ledning: 4704 s ledningsgrupp är erfaren och erfaren ( 7.3 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Eva Chen
Co-Founder28.8yrsJP¥184.00m1.12%
¥ 8.2b
Mahendra Negi
Executive VP24.2yrsJP¥188.00m0.11%
¥ 812.9m
Akihiko Omikawa
Executive VP & Director18.2yrsJP¥169.00m0.0031%
¥ 22.6m
Ming-Jang Chang
Founder & Chairman of the Board30.4yrsinga uppgifter4.14%
¥ 30.3b
Fukuzo Inoue
Independent Outside Director1.2yrsinga uppgifteringa uppgifter
Koichiro Tokuoka
Independent Outside Director3.2yrsinga uppgifteringa uppgifter
Taeko Izumi
Auditor1.2yrsinga uppgifter0.00077%
¥ 5.6m
Miwako Funamoto
Corporate Auditor2yrsinga uppgifteringa uppgifter
Kenichiro Jomen
Corporate Auditor2.2yrsinga uppgifteringa uppgifter
Takashi Hirata
Full-time Auditor1.2yrsinga uppgifteringa uppgifter
2.7yrs
Genomsnittlig anställningstid
65.5yo
Genomsnittlig ålder

Erfaren styrelse: 4704 s styrelse anses inte vara erfaren ( 2.7 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/08 07:19
Aktiekurs vid dagens slut2026/05/08 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Trend Micro Incorporated bevakas av 17 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Hideo NodaCLSA
Sukshith ShettyCrispIdea
Deepkumar ShahCrispIdea