Aflac (NYSE:AFL) Major Shareholder Sells $2,672,890.00 in Stock

April 10, 2026 by InsiderTrades.com

Key Points

Post Holdings Co. Ltd. Japan sold 24,200 Aflac shares on April 7 for $2.67M (avg $110.45) under a pre-arranged Rule 10b5-1 plan, part of a multi-day selling cadence that trimmed its stake by 0.05% though it still owns ~51.9M shares valued at roughly $5.73B.
Aflac recently missed quarterly expectations, reporting $1.57 EPS vs. $1.69 expected and revenue down 9.6% year-over-year, while the stock trades near $113 with a P/E of ~16.4 and market cap of ~$58.3B.
Analyst sentiment is mixed with a consensus target of about $112.27; several firms adjusted price targets (e.g., UBS cut to $114) suggesting limited near-term upside despite some upward revisions from others.

Aflac Incorporated (NYSE:AFL - Get Free Report) major shareholder Post Holdings Co. Ltd. Japan sold 24,200 shares of Aflac stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $110.45, for a total value of $2,672,890.00. Following the completion of the transaction, the insider owned 51,889,100 shares in the company, valued at approximately $5,731,151,095. The trade was a 0.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own 10% or more of a company's shares are required to disclose their transactions with the SEC.

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Post Holdings Co. Ltd. Japan also recently made the following trade(s):

On Monday, April 6th, Post Holdings Co. Ltd. Japan sold 21,500 shares of Aflac stock. The stock was sold at an average price of $110.34, for a total value of $2,372,310.00.
On Thursday, April 2nd, Post Holdings Co. Ltd. Japan sold 20,100 shares of Aflac stock. The shares were sold at an average price of $110.20, for a total value of $2,215,020.00.
On Wednesday, April 1st, Post Holdings Co. Ltd. Japan sold 19,600 shares of Aflac stock. The stock was sold at an average price of $109.85, for a total value of $2,153,060.00.
On Wednesday, March 25th, Post Holdings Co. Ltd. Japan sold 14,200 shares of Aflac stock. The shares were sold at an average price of $107.03, for a total transaction of $1,519,826.00.
On Monday, March 23rd, Post Holdings Co. Ltd. Japan sold 15,000 shares of Aflac stock. The shares were sold at an average price of $106.78, for a total transaction of $1,601,700.00.
On Friday, March 20th, Post Holdings Co. Ltd. Japan sold 16,800 shares of Aflac stock. The shares were sold at an average price of $106.47, for a total transaction of $1,788,696.00.
On Thursday, March 19th, Post Holdings Co. Ltd. Japan sold 10,100 shares of Aflac stock. The shares were sold at an average price of $107.41, for a total transaction of $1,084,841.00.
On Wednesday, March 18th, Post Holdings Co. Ltd. Japan sold 12,200 shares of Aflac stock. The stock was sold at an average price of $108.43, for a total transaction of $1,322,846.00.
On Tuesday, March 17th, Post Holdings Co. Ltd. Japan sold 15,700 shares of Aflac stock. The shares were sold at an average price of $109.77, for a total value of $1,723,389.00.
On Friday, March 13th, Post Holdings Co. Ltd. Japan sold 17,400 shares of Aflac stock. The shares were sold at an average price of $109.14, for a total value of $1,899,036.00.

Aflac Trading Up 0.1%

Shares of AFL stock opened at $113.06 on Friday. Aflac Incorporated has a twelve month low of $96.95 and a twelve month high of $119.32. The stock's fifty day simple moving average is $111.45 and its 200 day simple moving average is $110.49. The company has a quick ratio of 0.11, a current ratio of 0.11 and a debt-to-equity ratio of 0.29. The firm has a market capitalization of $58.25 billion, a P/E ratio of 16.43, a P/E/G ratio of 3.69 and a beta of 0.66.

4 Stocks Making New Highs Despite Market Weakness

Aflac (NYSE:AFL - Get Free Report) last posted its earnings results on Wednesday, February 4th. The financial services provider reported $1.57 EPS for the quarter, missing the consensus estimate of $1.69 by ($0.12). The firm had revenue of $4.28 billion during the quarter, compared to the consensus estimate of $4.45 billion. Aflac had a net margin of 21.24% and a return on equity of 14.35%. Aflac's revenue for the quarter was down 9.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.57 earnings per share. As a group, sell-side analysts predict that Aflac Incorporated will post 6.88 EPS for the current fiscal year.

Key Headlines Impacting Aflac

Here are the key news stories impacting Aflac this week:

Positive Sentiment: MarketBeat/Insider-trades coverage noted the stock was trading up intraday, indicating short-term buying interest that can offset headline pressure. MarketBeat Insider Trading Article
Neutral Sentiment: Small lobbying disclosure: Quiver Quant reported $62,000 of Aflac lobbying in Q1 2026 (routine disclosure; unlikely to move fundamentals). Quiver Quant Lobbying Update
Neutral Sentiment: Zacks published an earnings preview piece highlighting the Earnings ESP tool; it's a sector-level note that may raise attention ahead of Aflac’s next report but contains no company-specific surprise. Zacks Earnings ESP Article
Neutral Sentiment: MSN ran a pre-earnings primer on Aflac — background reading for investors but not new company-specific catalysts. MSN Earnings Preview
Negative Sentiment: UBS cut its price target on AFL from $116 to $114 and set a Neutral rating — a modest downgrade that signals limited near-term upside and likely contributed to selling pressure. Benzinga / TickerReport on UBS PT Cut
Negative Sentiment: Post Holdings Co. Ltd. Japan (a major shareholder) executed multiple share sales under a pre-arranged Rule 10b5-1 plan (recent blocks of ~21–24k shares at ~\$110). While each sale is small relative to its >51M-share stake, the cadence of sales and Quiver’s summary of sustained insider selling may weigh on sentiment. SEC filing and reporting links: SEC Filing InsiderTrades Report

Institutional Inflows and Outflows

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Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in shares of Aflac by 13.4% in the 4th quarter. Vanguard Group Inc. now owns 57,142,072 shares of the financial services provider's stock valued at $6,301,056,000 after purchasing an additional 6,759,169 shares during the last quarter. Norges Bank bought a new position in Aflac during the fourth quarter worth $420,078,000. AQR Capital Management LLC lifted its holdings in Aflac by 1,184.5% in the third quarter. AQR Capital Management LLC now owns 1,264,090 shares of the financial services provider's stock valued at $141,199,000 after buying an additional 1,165,676 shares during the period. Marshall Wace LLP boosted its position in Aflac by 390.7% during the fourth quarter. Marshall Wace LLP now owns 1,111,711 shares of the financial services provider's stock valued at $122,588,000 after acquiring an additional 885,141 shares during the last quarter. Finally, Franklin Resources Inc. boosted its position in Aflac by 132.4% during the third quarter. Franklin Resources Inc. now owns 1,227,200 shares of the financial services provider's stock valued at $137,078,000 after acquiring an additional 699,080 shares during the last quarter. Institutional investors and hedge funds own 67.44% of the company's stock.

Analysts Set New Price Targets

AFL has been the subject of several analyst reports. Mizuho set a $107.00 price target on shares of Aflac in a research note on Monday, February 9th. UBS Group reduced their price objective on shares of Aflac from $116.00 to $114.00 and set a "neutral" rating on the stock in a research note on Thursday. Raymond James Financial restated an "outperform" rating and issued a $119.00 price objective (up from $110.00) on shares of Aflac in a report on Tuesday, December 30th. Wall Street Zen lowered Aflac from a "hold" rating to a "sell" rating in a research report on Saturday, February 28th. Finally, Wells Fargo & Company upped their price target on Aflac from $109.00 to $118.00 and gave the company an "equal weight" rating in a research report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Aflac presently has an average rating of "Hold" and a consensus target price of $112.27.

Get Our Latest Stock Analysis on Aflac

Aflac Company Profile

(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.