Tokio Marine Asset Management 13F: New $1.1M Stake in PAG
Key Points
- Tokio Marine Asset Management opened a new position in Penske Automotive Group, acquiring 5,400 shares valued at $1,081,836.
- The fund's reported value was approximately $1.46 billion, with the new position representing about 0.07% of its total portfolio.
- Penske Automotive Group is set to release its next earnings report on October 28, 2026, after reporting a revenue growth of 6.0% year-over-year.
Get Penske Automotive Group text alerts
We text you when insiders, Congress, analysts or big funds move on $PAG.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Penske Automotive Group, Inc. alert may contain errors. Disclosures
On October 26, 2026, Tokio Marine Asset Management disclosed a new position of 5,400 shares in Penske Automotive Group, Inc. (PAG), valued at approximately $1,081,836. This information comes from the fund's latest Form 13F filing with the SEC.
PAG
Penske Automotive Group, Inc.
Where Penske Automotive Group Fits in Tokio Marine Asset Management's Portfolio
This new position accounts for about 0.07% of Tokio Marine's total reported value of approximately $1.46 billion. The fund ranks 42 out of 503 in its holdings, reflecting a strategic move into the automotive sector.
Other Institutional Activity in PAG
Victory Capital Management Inc. reduced its stake by 11,744 shares, holding a total of 1,642,363 shares valued at about $348.3 million. Bank of Montreal increased its position by 1,072 shares, now owning 825,389 shares worth approximately $175.1 million. LSV Asset Management decreased its holdings by 46,163 shares, bringing its total to 678,533 shares valued at around $143.9 million.
Penske Automotive Group, Inc. Stock Holds Steady
Penske Automotive Group shares recently traded around $212.09 as of October 27, 2026. The stock is actively positioned near its recent highs, reflecting investor interest as it prepares for an upcoming earnings report.
Recent Earnings
Penske Automotive Group reported trailing twelve-month revenue of approximately $32.2 billion, with an earnings per share (EPS) of $14.22. The company is set to announce its next earnings on October 28, 2026.
Insider Buying and Selling at Penske Automotive Group, Inc.
Several insiders have sold shares in recent months. Sandra E. Pierce, a Director, sold 1,604 shares on August 29, 2025, at an average price of $187.05, totaling about $300,028. Chief Financial Officer Michelle C. Hulgrave sold 2,100 shares on November 24, 2025, for approximately $336,350. Gregory C. Smith, another Director, sold 1,488 shares on May 18, 2026, valued at about $238,111.
Analysts Set New Price Targets
On August 3, 2026, Stephens & Co. maintained an Equal-Weight rating with a target of $210. JP Morgan also maintained a Neutral rating with a target of $215 on August 4, 2026. Barclays kept an Overweight rating with a target of $210 on October 6, 2026.
About Penske Automotive Group
Penske Automotive Group, Inc. operates automotive and commercial truck dealerships across several countries including the U.S., U.K., and Japan. The company is involved in various segments such as Retail Automotive and Retail Commercial Truck, making it a key player in the transportation services industry.
Bottom Line
Investors will be watching for the upcoming earnings report on October 28, 2026, as Tokio Marine Asset Management's new position in PAG indicates growing interest in the automotive sector. Further filings and insider activity may provide additional insights into market trends.
Related Filing Alerts
Source: Tokio Marine Asset Management's 13F filing on $PAG (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