Key Points
- Post Holdings Co. Ltd. Japan sold multiple small blocks of Aflac shares (including 19,000 on Mar 10 at $110.47 for ~$2.10M), trimming its position by about 0.04% from ~52.19M shares; the sales across Mar 5–11 appear to be portfolio rebalancing rather than a material exit from its >10% stake.
- Aflac posted an EPS miss ($1.57 vs. $1.69 expected) with revenue down ~9.6% year-over-year, leaving a consensus "Hold" rating and an average target near $111.73, while near-term sentiment is weighed down further by a disclosed cybersecurity incident and other insider sales.
Aflac Incorporated (NYSE:AFL - Get Free Report) major shareholder Post Holdings Co. Ltd. Japan sold 19,000 shares of the company's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $110.47, for a total transaction of $2,098,930.00. Following the transaction, the insider owned 52,186,100 shares in the company, valued at $5,764,998,467. This represents a 0.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Large shareholders that own at least 10% of a company's shares are required to disclose their transactions with the SEC.
Post Holdings Co. Ltd. Japan also recently made the following trade(s):
- On Wednesday, March 11th, Post Holdings Co. Ltd. Japan sold 18,100 shares of Aflac stock. The shares were sold at an average price of $109.53, for a total value of $1,982,493.00.
- On Monday, March 9th, Post Holdings Co. Ltd. Japan sold 17,300 shares of Aflac stock. The shares were sold at an average price of $109.62, for a total value of $1,896,426.00.
- On Friday, March 6th, Post Holdings Co. Ltd. Japan sold 19,100 shares of Aflac stock. The stock was sold at an average price of $110.77, for a total value of $2,115,707.00.
- On Thursday, March 5th, Post Holdings Co. Ltd. Japan sold 19,300 shares of Aflac stock. The stock was sold at an average price of $110.96, for a total value of $2,141,528.00.
Aflac Stock Down 0.0%
Aflac stock traded down $0.04 during mid-day trading on Friday, reaching $109.60. The stock had a trading volume of 480,061 shares, compared to its average volume of 2,291,017. The firm has a market capitalization of $56.59 billion, a PE ratio of 15.93, a price-to-earnings-growth ratio of 3.58 and a beta of 0.66. Aflac Incorporated has a fifty-two week low of $96.95 and a fifty-two week high of $119.32. The stock's 50-day simple moving average is $111.66 and its 200-day simple moving average is $110.29. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.11 and a current ratio of 0.11.
Aflac (NYSE:AFL - Get Free Report) last issued its earnings results on Wednesday, February 4th. The financial services provider reported $1.57 earnings per share for the quarter, missing analysts' consensus estimates of $1.69 by ($0.12). Aflac had a return on equity of 14.35% and a net margin of 21.24%.The firm had revenue of $4.28 billion for the quarter, compared to analyst estimates of $4.45 billion. During the same period in the previous year, the company earned $1.57 earnings per share. Aflac's revenue for the quarter was down 9.6% compared to the same quarter last year. On average, sell-side analysts forecast that Aflac Incorporated will post 6.88 EPS for the current fiscal year.
Institutional Investors Weigh In On Aflac
Institutional investors have recently added to or reduced their stakes in the company. ProShare Advisors LLC increased its holdings in Aflac by 10.4% during the third quarter. ProShare Advisors LLC now owns 1,731,482 shares of the financial services provider's stock worth $193,407,000 after buying an additional 163,791 shares during the last quarter. Nordea Investment Management AB boosted its stake in Aflac by 3.8% in the third quarter. Nordea Investment Management AB now owns 1,768,705 shares of the financial services provider's stock valued at $196,662,000 after acquiring an additional 65,308 shares during the last quarter. Wedbush Securities Inc. grew its position in shares of Aflac by 126.1% during the 3rd quarter. Wedbush Securities Inc. now owns 21,345 shares of the financial services provider's stock valued at $2,384,000 after acquiring an additional 11,903 shares during the period. Jones Financial Companies Lllp increased its stake in shares of Aflac by 12.0% during the 3rd quarter. Jones Financial Companies Lllp now owns 97,344 shares of the financial services provider's stock worth $10,841,000 after purchasing an additional 10,423 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Aflac by 12.2% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 90,976 shares of the financial services provider's stock worth $10,162,000 after purchasing an additional 9,878 shares during the period. 67.44% of the stock is owned by institutional investors.
Trending Headlines about Aflac
Here are the key news stories impacting Aflac this week:
- Positive Sentiment: Empower Brokerage partnership: Aflac began a distribution partnership with Empower Brokerage, which can broaden sales channels for supplemental-insurance products and support premium growth over time. Empower Brokerage Begins Partnership with Aflac
- Neutral Sentiment: Analyst and fundamentals context: Aflac’s consensus rating remains a “Hold” with an average target near $111. Recent quarterly results (Feb. 4) showed an EPS miss and revenue down year-over-year, which keeps analyst expectations cautious even as valuation (P/E ~16) looks moderate. (No new analyst action tied to today’s moves.)
- Negative Sentiment: Director sale — Charles D. Lake II: The company disclosed a March 11 sale of 15,590 shares at an average $109.93 (~$1.71M). While the director still holds a meaningful position, insider selling often signals near-term pressure on the stock. SEC Form 4 — Charles D. Lake II Sale
- Negative Sentiment: Major shareholder (Post Holdings Co. Ltd. Japan) repeated small block sales: SEC filings show multiple sales (several ~17k–19k-share blocks across March 5–11). These trades are small relative to Post’s >10% stake but add supply and may signal portfolio rebalancing. SEC Filing — Post Holdings Sales
- Negative Sentiment: Cybersecurity incident disclosed: Media reports indicate Aflac disclosed a cybersecurity breach; details and scope remain limited in press coverage. Any material data loss, remediation costs, regulatory inquiries, or customer-impact disclosures could be negative for near-term sentiment and incur expenses — this is the most direct operational risk in the headlines. Aflac hit by cybersecurity breach
Analyst Upgrades and Downgrades
AFL has been the subject of a number of analyst reports. Wells Fargo & Company lifted their price objective on shares of Aflac from $109.00 to $118.00 and gave the company an "equal weight" rating in a report on Wednesday, February 25th. Mizuho set a $107.00 price target on shares of Aflac in a research report on Monday, February 9th. Raymond James Financial reiterated an "outperform" rating and set a $119.00 price target (up from $110.00) on shares of Aflac in a research note on Tuesday, December 30th. JPMorgan Chase & Co. increased their price objective on Aflac from $101.00 to $105.00 and gave the stock a "neutral" rating in a research note on Monday, January 5th. Finally, Morgan Stanley set a $120.00 target price on Aflac in a report on Monday, December 15th. Three research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $111.73.
Get Our Latest Research Report on Aflac
About Aflac
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Get Free Report)
Aflac Incorporated (American Family Life Assurance Company of Columbus) is a provider of supplemental insurance products designed to help policyholders manage out-of-pocket health care and living expenses. The company underwrites a range of individual and group policies that typically pay cash benefits directly to insureds when covered events occur, enabling greater financial flexibility for medical treatment, hospital stays, critical illness, and related costs. Aflac's product mix includes supplemental health insurance, life insurance and other specialty coverages intended to complement primary medical plans.
Founded in the mid-20th century and headquartered in Columbus, Georgia, Aflac distributes its products through a combination of employer-sponsored programs, independent brokers and agents, and direct marketing.
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