Toyota Motor Corporation (TM) Stock Price & Analysis
Toyota Motor Corporation (TM) closed at USD 198.22 on Thursday, October 22, 2026, up 1.72% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 194.86; the Oct 22, 2026 session ranged USD 196.2–198.58 on volume of 259,325 shares. Market capitalization is $233.46B, with a 52-week range of USD 166.1–248.9 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:58 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TM.md
Key facts (TM)
- Analysts: Buy (mean 1.50 on a 1–5 scale) (4 analysts), mean target USD 234.08 (range 230–239.31).
- Total return with dividends: 1Y -2.9% vs S&P 500 +14.9%; 5Y +26.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 2.74, revenue estimate $13.35T.
Analysts (TM)
Consensus Buy (mean 1.50 on a 1–5 scale), 4 analysts; mean target USD 234.08 (low 230, high 239.31).
Total return (dividends reinvested) (TM)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -2.9% | +26.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -2.9% | +4.8% |
| Volatility (annualized) | 26.2% | 26.9% |
| Max drawdown | -32.9% (Feb 2026→Jun 2026) | -36.6% (Jan 2022→Sep 2022) |
TM suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Daimler Truck Holding | “For commercial vehicles, we are collaborating with Daimler Truck Holding AG, and for passenger vehicles, we are working with BMW, as well as the governments in Fukushima and Tokyo, to expand the use of hydrogen in both markets.” |
| Partner | Joby Aviation, Inc. (JOBY) | “Our collaboration with Joby Aviation, Inc. ("Joby") on Joby's electric vertical take-off and landing aircraft (eVTOL)” |
| Partner | Sumitomo Metal Mining | “In October 2025, we announced a collaboration with Sumitomo Metal Mining Co., Ltd. ("Sumitomo Metal Mining") aimed at mass production of cathode materials.” |
| Partner | Beijing SinoHytec | “In China, we have already established a development and production base in collaboration with Beijing SinoHytec Co., Ltd. This base began production of fuel cells in August 2024.” |
| Partner | Freight and Shenzhen Dekun Logistics | “In collaboration with leading domestic logistics companies For-U Smart Freight and Shenzhen Dekun Logistics Co., Ltd., we began operating 50 heavy-duty fuel-cell trucks in 2025.” |
Quoted from the company's 20-F filed Jun 10, 2026.
Companies that name TM in their SEC reports
| Relationship to TM | Company | Filing | Sentence |
|---|---|---|---|
| supplier | Micware Co., Ltd. (MWC) | 20-F Jun 30, 2026 | “In 2020 and 2022, the OEMs Toyota and Honda, respectively, who are also our customers, became our shareholders, testifying as to our brand reputation in the industry.” |
| supplier | Powerfleet, Inc. (AIOT) | 10-K Jun 15, 2026 | “Some of our global customers that benefit from our combined solutions to power their specific AIoT and machine-to-machine mobility needs include Holcim, Ford, Avis, Walmart, Toyota, and XPO Logistics.” |
| competitor | Itau Unibanco Holding S.A. (ITUB) | 20-F Apr 30, 2026 | “Our main bank competitors in this business are Banco Santander (Brasil), Banco BV and Banco Bradesco, besides manufacturer-owned banks (such as Volkswagen, Stellantis, GM, Honda and Toyota).” |
| partner | CHEMICAL & MINING CO OF CHILE INC (SQM) | 20-F Apr 22, 2026 | “Algorta Norte S.A., a joint venture between ACF Minera S.A. and Toyota Tsusho; and Atacama Minerals, which is owned by Chinese company Tewoo.” |
| partner | Pony AI Inc. (PONY) | 20-F Apr 22, 2026 | “Our 6th generation Level 4 autonomous vehicle model, developed in partnership with Toyota, has been deployed for public-facing robotaxi services since July 2023.” |
| partner | GRUPO FINANCIERO GALICIA SA (GGAL) | 20-F Apr 16, 2026 | “Within this framework, Banco Galicia developed strategic alliances with key players in the sector, including Toyota, Mercedes-Benz, and Iveco, consolidating a strong position in vehicle financing.” |
| customer | Polar Power, Inc. (POLA) | 10-K Apr 15, 2026 | “We have negotiated a supply agreement with Toyota for the engine and with Bosch for the ignition control.” |
| partner | Xanadu Quantum Technologies Ltd (XNDU) | 20-F Apr 9, 2026 | “Current collaborations include leading organizations such as Volkswagen, Toyota,” |
| competitor | FARADAY FUTURE INTELLIGENT ELECTRIC INC. (FFAI) | 10-K Mar 31, 2026 | “The FX 4 is intended to compete in a segment that includes vehicles such as the Toyota RAV4, Honda CR-V, Toyota bZ4X, Hyundai Ioniq 5, and Nissan Leaf.” |
| partner | EMBRAER S.A. (EMBJ) | 20-F Mar 30, 2026 | “In 2022, we entered into an agreement with Toyota do Brasil to embrace Toyota Production System (TPS) principles and concepts in its industrial operations.” |
| partner | Foresight Autonomous Holdings Ltd. (FRSX) | 20-F Mar 25, 2026 | “July 2025, Eye-Net collaborated on a research paper presented by Toyota Motor Corporation at the Japanese Society of Automotive Engineers” |
| customer | Vesta Real Estate Corporation, S.A.B. de C.V. (VTMX) | 20-F Mar 17, 2026 | “Nissan suppliers who currently lease space from us at the Douki Seisan Park include Posco (metal parts), Tachi-S (car seats), Sanoh (fuel systems), Voestalpine (steel and other metals for high-technology systems), Toyota-Tsusho (rim and tire assemblies) and Plastic Omnium (parts for interiors).” |
| customer | ASPEN AEROGELS INC (ASPN) | 10-K Mar 13, 2026 | “These customers include General Motors LLC (GM), Toyota, Scania, Automotive Cells Company, which is a battery cell joint venture between Stellantis N.V., Saft-TotalEnergies and Mercedes-Benz (collectively, ACC), Audi, a luxury brand of the Volkswagen Group, Volvo Truck, and a large EU battery manufacturer to supply a next generation vehicle platform of a major EU luxury sports car brand.” |
| partner | EVgo Inc. (EVGO) | 10-K Mar 9, 2026 | “EVgo Inside is used by some of our largest partners including GM, Honda, Lyft, Presto, and Toyota.” |
| partner | Grab Holdings Ltd (GRAB) | 20-F Mar 6, 2026 | “These arrangements include joint ventures and minority equity investments, such as our Digital Banking JV with Singtel and partnerships with strategic investors such as Mitsubishi UFJ Financial Group Inc. ("MUFG") for certain digital financial services and Toyota for certain driver-related services.” |
TM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.73 | $5.12 | -46.6% | $13.35T | 1 |
| Next quarter (ends Dec 2026) | $3.23 | $5.74 | -43.7% | $13.88T | 1 |
| Current fiscal year (ends Mar 2027) | $18.33 | $17.51 | +4.7% | $53.91T | 3 |
| Next fiscal year (ends Mar 2028) | $20.51 | $25.31 | -19.0% | $55.58T | 3 |
TM options: expected move
Options price a move of about ±5.4% (±$10.80) by Nov 20, 2026, which includes earnings on Nov 5, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 23.9% | ±5.4% |
| Dec 18, 2026 | 56 | 23.6% | ±7.5% |
| Jan 15, 2027 | 84 | 24.1% | ±9.4% |
| Mar 19, 2027 | 147 | 24.8% | ±12.7% |
| Apr 16, 2027 | 175 | 25.0% | ±14.2% |
| Jun 17, 2027 | 237 | 25.3% | ±16.3% |
| Jul 16, 2027 | 266 | 25.5% | ±17.3% |
30-day implied volatility 25.7% vs 21.4% realized over the last 30 trading days. Put/call ratio (volume) 2.56. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:58 UTC)
| Price | USD 198.22 |
|---|---|
| Change | ▲ 1.72% (up) |
| Previous Close | USD 194.86 |
| Open | USD 195.7 |
| Day Range | USD 196.2 – 198.58 |
| 52-Week Range | USD 166.1 – 248.9 |
| Volume | 259,325 shares |
| Market Cap | $233.46B |
| Exchange | NYQ |
Technical Analysis (TM)
Nexqual's technical model rates TM "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:58 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 61.55 (neutral) |
| vs SMA50 | Above (USD 191.31) |
| MACD | 1.61 (positive) |
Analyst Ratings (TM)
Wall Street analysts rate TM "Buy" based on 4 analysts, with a mean price target of USD 234.08 (range USD 230–239.31), per Nexqual as of October 23, 2026 at 09:58 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 234.08 |
| High Target | USD 239.31 |
| Low Target | USD 230 |
| Buy / Hold / Sell | 4 / 0 / 0 |
Earnings (TM)
| Next Earnings Date | 2026-11-05 |
|---|---|
| Revenue Estimate | $13.35T |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 7.66 vs est 3.94 ▲ beat |
| 2026-03-31 | USD 4 vs est 2.69 ▲ beat |
| 2025-12-31 | USD 6.15 vs est 3.18 ▲ beat |
| 2025-09-30 | USD 4.66 vs est 5.36 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financials & Fundamentals (TM)
| Total Revenue | $51.96T |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.40% |
| Gross Margin | +16.77% |
| Operating Margin | +7.86% |
| Profit Margin | +8.63% |
| ROE | +12.40% |
| Debt / Equity | 1.15 |
| Current Ratio | 1.17 |
| Total Cash | $13.35T |
| Total Debt | $43.95T |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financial Health Score (TM)
Nexqual rates Toyota Motor Corporation's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:58 UTC.
| Growth | Strong — Revenue +177% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 17%, operating 8% (last 12 months) |
| Balance Sheet | Mixed — JPY 13.35T cash vs JPY 43.95T debt |
| Cash Flow | Solid — Operating cash flow JPY 4.13T (TTM) |
| Efficiency | Mixed — ROE 12%, ROA 2.3% |
Ownership (TM)
| Insider Ownership | +0.00% |
|---|---|
| Institutional Ownership | +2.23% |
| Shares Outstanding | 1.18B |
| Float | 17.47B |
| Short % of Float | +0.10% |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Leadership (TM)
Toyota Motor Corporation is led by Kenta Kon, President, CEO & Representative Director, per Nexqual as of October 23, 2026 at 09:58 UTC.
| President, CEO & Representative Director | Kenta Kon |
|---|---|
| CFO, Operating Officer, Executive VP & Director | Yoichi Miyazaki |
| Operating Officer, Executive VP, CTO & Director | Hiroki Nakajima |
| Vice Chairman & Chief Industry Officer | Koji Sato |
Major Backers & Investors (TM)
Notable institutional backers of Toyota Motor Corporation include Fisher Asset Management, LLC, Morgan Stanley, according to Nexqual as of October 23, 2026 at 09:58 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Fisher Asset Management, LLC | 0.49% |
| Morgan Stanley | 0.17% |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RACE | Ferrari N.V. | USD 397.66 | ▲ 0.11% |
| GM | General Motors Company | USD 77.21 | ▲ 1.45% |
| F | Ford Motor Company | USD 11.94 | ▲ 0.34% |
| HMC | Honda Motor Company, Ltd. | USD 34.58 | ▲ 1.8% |
| TSLA | Tesla, Inc. | USD 374.58 | ▼ 3.08% |
| RIVN | Rivian Automotive, Inc. | USD 12.06 | ▼ 3.21% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:58 UTC. This page is informational and not investment advice.
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