Toyota Motor Corporation has received an average recommendation of “Hold” from seven research firms covering the stock. Two analysts have issued sell ratings, two have rated the shares as hold and three maintain buy recommendations. Recent changes include a downgrade from buy to hold by Wall Street Zen on November 16 and a cut from hold to strong sell by Zacks Research on October 27, while Erste Group Bank upgraded Toyota from hold to buy on October 31.

In its latest quarterly report, Toyota delivered earnings per share of $4.85, surpassing the consensus estimate of $3.36 by $1.49. Revenue for the period came in at $81.22 billion, ahead of the expected $79.06 billion. The automaker posted a net margin of 9.33% and a return on equity of 12.32%. Management has set full-year 2026 EPS guidance at 15.249, compared with the current consensus forecast of 19.76 for the fiscal year.

Several institutional investors have increased their holdings in Toyota shares during recent quarters. Connor Clark & Lunn Investment Management raised its position by 204.7% to 257,269 shares in Q3, while Orion Portfolio Solutions boosted its stake by 717.3% to 145,990 shares in Q2. Fisher Asset Management added 112,905 shares in Q2 for a total of 6,827,634, and Clark Capital Management increased its holding by 46.2% to 330,433 shares in Q3. Franklin Resources recorded a 1,509.1% increase, acquiring 94,305 additional shares. Institutions and hedge funds now own approximately 1.48% of the company.