Tokio Marine stock fell 1.21 percent on October 7

Published on 10/07/2026 at 09:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tokio Marine's IFRS insurance revenue reached JPY 7.6936 trillion in fiscal year 2026, up 4.0 percent year over year. Net income rose 17.9 percent to JPY 531.3 billion.

Tokio Marine, JP3910660004, Illustration mit AI erstellt.

Tokio Marine stock (ISIN JP3910660004) fell 1.21 percent to JPY 516 on the Tokyo Stock Exchange on October 7, 2026, after the insurer completed a major share split. The latest annual figures show why the post-split valuation remains closely tied to earnings growth.

FY2026 figures reset the baseline

According to note.com on June 26, 2026, Tokio Marine reported IFRS insurance revenue of JPY 7.6936 trillion for the fiscal year ending March 2026, up 4.0 percent from the prior year. Net income attributable to owners of the parent rose 17.9 percent to JPY 531.3 billion, while earnings per share stood at JPY 279.35.

The change to IFRS makes direct comparisons with older Japanese GAAP figures less straightforward. For investors, the useful baseline is the combination of JPY 7.6936 trillion in insurance revenue and JPY 531.3 billion in net income under the new accounting framework.

Split changes the trading frame

Tokio Marine implemented a 15-for-1 stock split effective October 1, 2026, alongside a new shareholder benefit program, according to note.com in an October 6, 2026 update. The split lowers the per-share price while leaving the overall value of an investor's holding unchanged at the adjustment date.

The same disclosure lists an initial long-term shareholder benefit of JPY 7,500 in electronic money after three years of qualifying ownership, with the first record date set for March 31, 2027. That structure adds a shareholder-retention element to the capital-allocation story, although the benefit does not alter reported earnings.

Consensus remains above the split price

On September 14, Monex Securities reported a bullish rating from a major Japanese brokerage with a JPY 8,900 price target. Its consensus snapshot from September 11 covered 10 analysts, carried a 4.6 rating score and showed an average target of JPY 8,838.

Those target figures were published before the October 1 split and therefore belong to the pre-adjustment share structure. The comparison still matters as a record of prior expectations, but the split requires investors to distinguish the per-share target scale from the company's underlying earnings power.

Settlement keeps risk in view

Tokio Marine Nichido reached a settlement with Credit Suisse, now part of UBS Group, on September 24, 2026, according to Japan IR. The terms were confidential, and the company said the matter should have only a minor impact on fiscal year 2026 results.

That disclosure gives the stock a defined counter-factor: litigation exposure remains part of the risk profile, even though the stated earnings effect is limited. The more durable test is whether the insurer can convert its international portfolio and capital measures into further IFRS profit growth.

Tokio Marine stock trades below its yearly high

Tokio Marine stock was last at JPY 516 on the Tokyo Stock Exchange on October 7, 2026 at 3:30 p.m. JST, down 1.21 percent from JPY 522.30. Its 52-week range was JPY 353.33 to JPY 564.53, while market capitalization stood at JPY 14.7 trillion and volume reached 100,672,600 shares.