Tokio Marine Asset Management 13F: Adds $3.1M to GOOG Stake
Key Points
- The fund's new position in Alphabet is valued at about $95.4 million, representing 6.53% of its total reported 13F portfolio.
- Tokio Marine Asset Management held 280,031 $GOOG shares at quarter end, up 3.33% from the prior quarter.
- Alphabet Inc. recently traded around $314.19, which is about equal to its closing price on the filing date.
- Analysts have a strong buy consensus on Alphabet, with a mean price target of $422.36, suggesting substantial upside potential.
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On October 26, 2026, Tokio Marine Asset Management boosted its stake in Alphabet Inc. (GOOG) by 9,017 shares, increasing its total holdings to 280,031 shares.
Where Alphabet Inc. Fits in Tokio Marine Asset Management's Portfolio
Tokio Marine's position in Alphabet now represents 6.53% of its total reported 13F portfolio, ranking fifth out of 503 positions.
Other Institutional Activity in Alphabet Inc.
Other funds have also made moves in Alphabet recently. Ag2R la Mondiale Gestion D'Actifs increased its holdings by 19,194 shares, totaling 221,897 shares worth about $75.6 million. Norris Perne & French added 9,031 shares, bringing its total to 21,462 shares valued at approximately $7.3 million. Conversely, First Horizon trimmed its stake by 1,610 shares, now holding 106,434 shares valued at around $36.3 million.
Alphabet Inc. Stock Down 1.0%
Alphabet shares recently traded at $314.19, which is about equal to its closing price on October 26, 2026. The stock is currently below its 50-day and 200-day moving averages by about 7.5% and 7.4%, respectively, and is down 22.3% from its 52-week high of $404.47.
Recent Earnings
Alphabet reported trailing twelve-month revenue of $445.9 billion, reflecting a year-over-year growth of 24.2%. The company's next earnings report is scheduled for October 28, 2026.
Dividend
Alphabet pays an annual dividend of $0.88 per share, translating to a yield of 0.28%. The company's dividend payout ratio is 4.3%, indicating a manageable level of dividends relative to its earnings.
Analysts Set New Price Targets
On October 15, 2026, JP Morgan maintained its Overweight rating on Alphabet with a price target of $425.00, up from a previous target of $420.00. TD Cowen also maintained a Buy rating with a target of $485.00, reflecting confidence in Alphabet's growth potential. The consensus among analysts is a strong buy, with a mean price target of $422.36 from 14 opinions.
About Alphabet Inc.
Alphabet Inc. is a leading technology company based in Mountain View, California, known for its various products and platforms, including Google Services and Google Cloud. The firm operates in multiple segments, providing services ranging from search and advertising to cloud computing and hardware.
Bottom Line
Tokio Marine Asset Management's recent increase in its Alphabet stake suggests growing confidence in the tech giant's prospects. With the next earnings report approaching on October 28, 2026, market watchers will be keen to see how the company performs. Investors should keep an eye on further filings and analyst updates as they assess Alphabet's future direction.
Source: Tokio Marine Asset Management's 13F filing on $GOOG (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts