Key Points
- Japan Post Holdings sold 12,800 Aflac shares for approximately $1.48 million at an average price of $115.77. The Rule 10b5-1 transaction reduced its ownership by just 0.03%, leaving it with roughly 50.7 million shares.
- Aflac reported quarterly revenue of $4.22 billion, exceeding estimates, but earnings per share of $1.75 narrowly missed consensus. The company paid a quarterly dividend of $0.61 per share, equivalent to a 2.1% yield and a 26.15% payout ratio.
- Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $116.62; targets range from $99 to $138.
Aflac Incorporated (NYSE:AFL - Get Free Report) major shareholder Post Holdings Co. Ltd. Japan sold 12,800 shares of the company's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $115.77, for a total transaction of $1,481,856.00. Following the completion of the transaction, the insider owned 50,701,190 shares of the company's stock, valued at approximately $5,869,676,766.30. This trade represents a 0.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Major shareholders that own 10% or more of a company's stock are required to disclose their transactions with the SEC.
Post Holdings Co. Ltd. Japan also recently made the following trade(s):
- On Monday, August 31st, Post Holdings Co. Ltd. Japan sold 12,700 shares of Aflac stock. The stock was sold at an average price of $116.00, for a total transaction of $1,473,200.00.
- On Friday, August 28th, Post Holdings Co. Ltd. Japan sold 13,000 shares of Aflac stock. The stock was sold at an average price of $116.52, for a total transaction of $1,514,760.00.
- On Thursday, August 27th, Post Holdings Co. Ltd. Japan sold 12,700 shares of Aflac stock. The shares were sold at an average price of $116.67, for a total value of $1,481,709.00.
- On Wednesday, August 26th, Post Holdings Co. Ltd. Japan sold 13,200 shares of Aflac stock. The shares were sold at an average price of $117.35, for a total value of $1,549,020.00.
- On Tuesday, August 25th, Post Holdings Co. Ltd. Japan sold 12,700 shares of Aflac stock. The stock was sold at an average price of $116.49, for a total value of $1,479,423.00.
- On Monday, August 24th, Post Holdings Co. Ltd. Japan sold 13,500 shares of Aflac stock. The stock was sold at an average price of $118.02, for a total value of $1,593,270.00.
- On Friday, August 21st, Post Holdings Co. Ltd. Japan sold 12,900 shares of Aflac stock. The shares were sold at an average price of $116.28, for a total value of $1,500,012.00.
- On Thursday, August 20th, Post Holdings Co. Ltd. Japan sold 13,100 shares of Aflac stock. The shares were sold at an average price of $116.60, for a total value of $1,527,460.00.
- On Wednesday, August 19th, Post Holdings Co. Ltd. Japan sold 12,700 shares of Aflac stock. The stock was sold at an average price of $117.05, for a total value of $1,486,535.00.
- On Tuesday, August 18th, Post Holdings Co. Ltd. Japan sold 14,200 shares of Aflac stock. The stock was sold at an average price of $121.94, for a total value of $1,731,548.00.
Aflac Price Performance
Aflac stock opened at $118.32 on Friday. The stock's 50 day moving average is $121.55 and its 200 day moving average is $116.27. Aflac Incorporated has a one year low of $104.66 and a one year high of $130.22. The firm has a market cap of $59.32 billion, a P/E ratio of 12.68, a P/E/G ratio of 1.89 and a beta of 0.59. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.12 and a quick ratio of 0.12.
Aflac (NYSE:AFL - Get Free Report) last released its earnings results on Thursday, August 6th. The financial services provider reported $1.75 earnings per share for the quarter, missing analysts' consensus estimates of $1.76 by ($0.01). Aflac had a net margin of 26.91% and a return on equity of 13.27%. The firm had revenue of $4.22 billion for the quarter, compared to analyst estimates of $4.11 billion. During the same period in the prior year, the company posted $1.78 EPS. The business's revenue for the quarter was down 1.0% compared to the same quarter last year. As a group, research analysts expect that Aflac Incorporated will post 7.04 EPS for the current year.
Aflac Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th were given a dividend of $0.61 per share. The ex-dividend date was Wednesday, August 19th. This represents a $2.44 annualized dividend and a dividend yield of 2.1%. Aflac's dividend payout ratio is 26.15%.
Aflac News Roundup
Here are the key news stories impacting Aflac this week:
- Positive Sentiment: Aflac’s CFO is scheduled to present at the 2026 KBW Insurance Conference. While the announcement provided no new guidance, investors may look for updates on supplemental-insurance demand, operating trends and capital allocation. Aflac Incorporated to Present at the 2026 KBW Insurance Conference
- Positive Sentiment: Aflac continues to appeal to income-oriented and defensive investors. Its quarterly dividend is $0.61 per share, or $2.44 annualized, representing an approximately 2.1% yield and a payout ratio near 26%. A separate article highlighted Aflac among high-yield dividend stocks with more than 25 consecutive years of increases. Three Safe High-Yield Dividend Stocks
- Neutral Sentiment: Recent social-media attention involving Ben Affleck and Aflac-themed graffiti billboards appears to be a marketing or publicity event rather than a development with a clear financial impact. Ben Affleck Aflac Billboard Story
- Negative Sentiment: Japan Post Holdings, Aflac’s major shareholder, sold another 12,800 shares for approximately $1.48 million on September 1, following several similar sales in August. The latest transaction reduced its stake by only about 0.03% and was conducted under a pre-arranged Rule 10b5-1 plan, limiting its significance, but the continuing selling pattern could create a modest overhang. Aflac Major Shareholder SEC Filing
Hedge Funds Weigh In On Aflac
Large investors have recently modified their holdings of the company. Corient Private Wealth LP raised its holdings in Aflac by 7.4% during the second quarter. Corient Private Wealth LP now owns 496,085 shares of the financial services provider's stock worth $58,166,000 after buying an additional 34,307 shares during the last quarter. HighTower Advisors LLC grew its holdings in shares of Aflac by 5.1% during the second quarter. HighTower Advisors LLC now owns 884,735 shares of the financial services provider's stock valued at $103,735,000 after buying an additional 42,749 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of Aflac during the second quarter valued at about $1,899,000. California State Teachers Retirement System increased its position in shares of Aflac by 11,094.0% during the second quarter. California State Teachers Retirement System now owns 86,458,157 shares of the financial services provider's stock worth $10,137,219,000 after acquiring an additional 85,685,796 shares in the last quarter. Finally, Studio Investment Management LLC increased its position in shares of Aflac by 1.3% during the second quarter. Studio Investment Management LLC now owns 7,650 shares of the financial services provider's stock worth $897,000 after acquiring an additional 96 shares in the last quarter. 67.44% of the stock is currently owned by institutional investors.
Analyst Ratings Changes
Several equities analysts recently issued reports on AFL shares. Barclays restated an "underweight" rating and issued a $99.00 target price (up from $98.00) on shares of Aflac in a report on Friday, August 7th. Mizuho set a $116.00 price objective on Aflac in a research note on Monday, August 10th. Keefe, Bruyette & Woods upped their target price on Aflac from $120.00 to $125.00 and gave the company a "market perform" rating in a research report on Tuesday, August 11th. Piper Sandler reaffirmed an "overweight" rating and set a $138.00 target price (up from $130.00) on shares of Aflac in a research note on Monday, August 10th. Finally, Wolfe Research started coverage on Aflac in a report on Wednesday, August 19th. They issued an "underperform" rating and a $103.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $116.62.
Check Out Our Latest Stock Report on AFL
About Aflac
(
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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