Key Points
- Japan Post Holdings sold 12,700 Aflac shares for approximately $1.49 million under a pre-arranged Rule 10b5-1 plan, reducing its stake by 0.02% while retaining more than 50.8 million shares.
- Aflac reported mixed quarterly results: revenue of $4.22 billion exceeded estimates, but EPS of $1.75 narrowly missed consensus and revenue declined 1% year over year.
- Aflac declared a quarterly dividend of $0.61 per share, equivalent to $2.44 annually and a roughly 2.1% yield. Analyst sentiment remains cautious, with a consensus “Hold” rating and a $116.62 price target.
Aflac Incorporated (NYSE:AFL - Get Free Report) major shareholder Post Holdings Co. Ltd. Japan sold 12,700 shares of the firm's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $117.05, for a total transaction of $1,486,535.00. Following the transaction, the insider owned 50,817,790 shares in the company, valued at $5,948,222,319.50. This represents a 0.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Major shareholders that own 10% or more of a company's shares are required to disclose their sales and purchases with the SEC.
Post Holdings Co. Ltd. Japan also recently made the following trade(s):
- On Tuesday, August 18th, Post Holdings Co. Ltd. Japan sold 14,200 shares of Aflac stock. The shares were sold at an average price of $121.94, for a total value of $1,731,548.00.
- On Monday, August 17th, Post Holdings Co. Ltd. Japan sold 13,900 shares of Aflac stock. The stock was sold at an average price of $121.33, for a total value of $1,686,487.00.
- On Friday, August 14th, Post Holdings Co. Ltd. Japan sold 14,100 shares of Aflac stock. The stock was sold at an average price of $121.43, for a total value of $1,712,163.00.
- On Thursday, August 13th, Post Holdings Co. Ltd. Japan sold 13,000 shares of Aflac stock. The stock was sold at an average price of $121.09, for a total value of $1,574,170.00.
- On Monday, June 22nd, Post Holdings Co. Ltd. Japan sold 27,845 shares of Aflac stock. The shares were sold at an average price of $116.71, for a total value of $3,249,789.95.
- On Thursday, June 18th, Post Holdings Co. Ltd. Japan sold 3,300 shares of Aflac stock. The stock was sold at an average price of $116.92, for a total transaction of $385,836.00.
- On Wednesday, June 17th, Post Holdings Co. Ltd. Japan sold 26,300 shares of Aflac stock. The shares were sold at an average price of $116.62, for a total value of $3,067,106.00.
- On Tuesday, June 16th, Post Holdings Co. Ltd. Japan sold 30,000 shares of Aflac stock. The shares were sold at an average price of $117.39, for a total value of $3,521,700.00.
- On Monday, June 15th, Post Holdings Co. Ltd. Japan sold 28,800 shares of Aflac stock. The stock was sold at an average price of $117.17, for a total value of $3,374,496.00.
- On Friday, June 12th, Post Holdings Co. Ltd. Japan sold 53,000 shares of Aflac stock. The stock was sold at an average price of $117.74, for a total transaction of $6,240,220.00.
Aflac Stock Down 0.0%
Aflac stock opened at $116.12 on Friday. The company has a market capitalization of $58.22 billion, a P/E ratio of 12.45, a P/E/G ratio of 1.87 and a beta of 0.60. The firm's fifty day simple moving average is $121.55 and its 200-day simple moving average is $116.12. The company has a current ratio of 0.12, a quick ratio of 0.12 and a debt-to-equity ratio of 0.29. Aflac Incorporated has a 1-year low of $104.66 and a 1-year high of $130.22.
Aflac (NYSE:AFL - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The financial services provider reported $1.75 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.76 by ($0.01). Aflac had a return on equity of 13.27% and a net margin of 26.91%.The business had revenue of $4.22 billion during the quarter, compared to the consensus estimate of $4.11 billion. During the same quarter in the prior year, the company posted $1.78 earnings per share. The company's revenue for the quarter was down 1.0% on a year-over-year basis. Sell-side analysts forecast that Aflac Incorporated will post 7.04 earnings per share for the current fiscal year.
Aflac Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Wednesday, August 19th will be given a dividend of $0.61 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $2.44 dividend on an annualized basis and a yield of 2.1%. Aflac's dividend payout ratio is presently 26.15%.
Analyst Ratings Changes
AFL has been the topic of a number of recent analyst reports. Wolfe Research assumed coverage on shares of Aflac in a research report on Wednesday. They issued an "underperform" rating and a $103.00 price target on the stock. JPMorgan Chase & Co. cut their target price on shares of Aflac from $117.00 to $116.00 and set a "neutral" rating for the company in a research report on Tuesday, August 11th. Morgan Stanley raised their price target on Aflac from $120.00 to $125.00 and gave the company an "equal weight" rating in a research report on Thursday, May 21st. Mizuho set a $116.00 target price on Aflac in a research note on Monday, August 10th. Finally, Keefe, Bruyette & Woods lifted their price target on Aflac from $120.00 to $125.00 and gave the stock a "market perform" rating in a research report on Tuesday, August 11th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat, Aflac has a consensus rating of "Hold" and a consensus target price of $116.62.
Check Out Our Latest Report on Aflac
Hedge Funds Weigh In On Aflac
Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Aflac by 64.4% in the 4th quarter. Brighton Jones LLC now owns 14,570 shares of the financial services provider's stock worth $1,507,000 after acquiring an additional 5,708 shares during the period. Bison Wealth LLC increased its position in shares of Aflac by 4.3% during the fourth quarter. Bison Wealth LLC now owns 4,402 shares of the financial services provider's stock valued at $455,000 after purchasing an additional 183 shares during the period. WINTON GROUP Ltd bought a new stake in shares of Aflac during the second quarter valued at approximately $280,000. Sei Investments Co. raised its stake in shares of Aflac by 11.2% in the second quarter. Sei Investments Co. now owns 150,334 shares of the financial services provider's stock valued at $15,854,000 after purchasing an additional 15,105 shares in the last quarter. Finally, Main Street Financial Solutions LLC raised its stake in shares of Aflac by 1.6% in the second quarter. Main Street Financial Solutions LLC now owns 11,953 shares of the financial services provider's stock valued at $1,261,000 after purchasing an additional 192 shares in the last quarter. 67.44% of the stock is currently owned by institutional investors.
More Aflac News
Here are the key news stories impacting Aflac this week:
- Positive Sentiment: Aflac’s quarterly dividend is $0.61 per share, or $2.44 annualized, providing a yield of roughly 2.1%. The company has a long record of dividend growth and a relatively low payout ratio of about 26%, supporting its appeal as a defensive income stock.
- Neutral Sentiment: Recent earnings were mixed: quarterly revenue of $4.22 billion exceeded analyst expectations of $4.11 billion, but earnings per share of $1.75 narrowly missed the $1.76 consensus. Revenue declined 1% year over year and EPS fell from $1.78 in the prior-year quarter, limiting fundamental momentum.
- Neutral Sentiment: Wall Street’s overall view remains cautious, with a consensus rating of “Hold” and an average price target near $116.62. Some analysts remain constructive, including Piper Sandler with a $138 target, while others maintain neutral or underweight ratings.
- Negative Sentiment: Wolfe Research initiated coverage with an “underperform” rating and a $103 price target, implying meaningful downside from recent trading levels. The call adds to existing concerns from Barclays and JPMorgan, which also have cautious ratings or targets. Wolfe Research Starts Aflac at Underperform
- Negative Sentiment: Japan Post Holdings, Aflac’s major shareholder, sold another 12,700 shares on August 19 for approximately $1.49 million, following sales of 14,200 shares on August 18 and 13,900 shares on August 17. The transactions were conducted under a pre-arranged Rule 10b5-1 plan and represent only a small reduction in its stake, but the repeated selling may weigh on investor sentiment. Aflac SEC Insider Filing
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.
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