Key Points
- Japan Post Holdings sold 13,600 Aflac shares for approximately $1.57 million under a pre-arranged Rule 10b5-1 plan. It retained about 50.64 million shares, and the transaction reduced its ownership by only 0.03%.
- Aflac’s latest quarter was mixed: revenue of $4.22 billion exceeded expectations, while earnings of $1.75 per share narrowly missed consensus and declined year over year. The company continues to pay a $0.61 quarterly dividend, equivalent to a 2.1% yield.
- Aflac shares opened at $114.42, while analysts maintain a consensus “Hold” rating and an average price target of $116.62, indicating limited expected upside.
Aflac Incorporated (NYSE:AFL - Get Free Report) major shareholder Post Holdings Co. Ltd. Japan sold 13,600 shares of the firm's stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $115.44, for a total value of $1,569,984.00. Following the completion of the sale, the insider directly owned 50,639,090 shares of the company's stock, valued at $5,845,776,549.60. This trade represents a 0.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Major shareholders that own more than 10% of a company's stock are required to disclose their sales and purchases with the SEC.
Post Holdings Co. Ltd. Japan also recently made the following trade(s):
- On Friday, September 4th, Post Holdings Co. Ltd. Japan sold 15,000 shares of Aflac stock. The shares were sold at an average price of $117.47, for a total transaction of $1,762,050.00.
- On Thursday, September 3rd, Post Holdings Co. Ltd. Japan sold 20,000 shares of Aflac stock. The shares were sold at an average price of $118.49, for a total transaction of $2,369,800.00.
- On Wednesday, September 2nd, Post Holdings Co. Ltd. Japan sold 13,500 shares of Aflac stock. The shares were sold at an average price of $117.19, for a total transaction of $1,582,065.00.
- On Tuesday, September 1st, Post Holdings Co. Ltd. Japan sold 12,800 shares of Aflac stock. The stock was sold at an average price of $115.77, for a total transaction of $1,481,856.00.
- 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 transaction 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 transaction 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 transaction 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 transaction of $1,593,270.00.
Aflac Stock Down 0.3%
AFL stock opened at $114.42 on Friday. Aflac Incorporated has a one year low of $105.43 and a one year high of $130.22. The firm has a market cap of $57.36 billion, a PE ratio of 12.26, a PEG ratio of 1.85 and a beta of 0.59. The firm's 50 day moving average price is $121.19 and its 200-day moving average price is $116.32. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.12 and a current ratio of 0.12.
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 for the quarter, missing the consensus estimate of $1.76 by ($0.01). The business had revenue of $4.22 billion during the quarter, compared to analysts' expectations of $4.11 billion. Aflac had a return on equity of 13.27% and a net margin of 26.91%.The company's revenue was down 1.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.78 earnings per share. On average, equities research analysts anticipate that Aflac Incorporated will post 7.04 EPS for the current year.
Aflac Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th were paid a $0.61 dividend. This represents a $2.44 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Wednesday, August 19th. Aflac's dividend payout ratio is 26.15%.
Key Headlines Impacting Aflac
Here are the key news stories impacting Aflac this week:
- Positive Sentiment: Aflac highlighted that its more than 30-year commitment to childhood cancer and sickle cell disease support has surpassed $200 million in contributions. The milestone reinforces Aflac’s brand and corporate reputation, although it is unlikely to materially affect near-term earnings. Aflac commemorates National Childhood Cancer and Sickle Cell Disease Awareness Month
- Neutral Sentiment: At the KBW Insurance Conference 2026, Aflac management discussed the company with investors. The event could offer perspective on business trends, capital allocation and future growth, but the available transcript listing does not indicate a specific forecast change or new catalyst. Aflac Presents at KBW Insurance Conference 2026 Transcript
- Neutral Sentiment: Aflac’s most recent quarterly results were mixed: revenue of $4.22 billion exceeded expectations, while earnings of $1.75 per share narrowly missed the $1.76 consensus and declined from $1.78 a year earlier. The company continues to provide a $0.61 quarterly dividend, equivalent to a $2.44 annualized payout and an approximate 2.1% yield.
- Negative Sentiment: Japan Post Holdings, Aflac’s major shareholder, disclosed another sale of 13,600 shares for approximately $1.57 million, following sales of 15,000 shares and 20,000 shares in earlier transactions. The trades were made under a pre-arranged Rule 10b5-1 plan and reduced its stake by only 0.03%–0.04% each, limiting the fundamental impact but potentially weighing on investor sentiment. Japan Post Holdings Aflac share sale filing
- Negative Sentiment: Analyst sentiment remains cautious, with a consensus “Hold” rating and an average price target near $116.62. This suggests limited perceived upside and may amplify the effect of shareholder selling, particularly while Aflac trades near the upper end of its recent valuation range.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in AFL. Stephens Inc. AR lifted its holdings in shares of Aflac by 0.4% in the fourth quarter. Stephens Inc. AR now owns 21,945 shares of the financial services provider's stock valued at $2,420,000 after purchasing an additional 91 shares in the last quarter. Compound Planning Inc. grew its holdings in Aflac by 0.7% during the first quarter. Compound Planning Inc. now owns 13,743 shares of the financial services provider's stock worth $1,508,000 after buying an additional 91 shares in the last quarter. Root Financial Partners LLC raised its position in Aflac by 4.5% in the 4th quarter. Root Financial Partners LLC now owns 2,119 shares of the financial services provider's stock valued at $234,000 after buying an additional 92 shares during the last quarter. HBK Sorce Advisory LLC raised its position in Aflac by 1.2% in the 4th quarter. HBK Sorce Advisory LLC now owns 7,702 shares of the financial services provider's stock valued at $902,000 after buying an additional 95 shares during the last quarter. Finally, Studio Investment Management LLC raised its position in Aflac by 1.3% in the 2nd quarter. Studio Investment Management LLC now owns 7,650 shares of the financial services provider's stock valued at $897,000 after buying an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 67.44% of the company's stock.
Analyst Ratings Changes
A number of analysts recently issued reports on AFL shares. Keefe, Bruyette & Woods raised their price objective on Aflac from $120.00 to $125.00 and gave the stock a "market perform" rating in a research report on Tuesday, August 11th. JPMorgan Chase & Co. decreased their target price on shares of Aflac from $117.00 to $116.00 and set a "neutral" rating on the stock in a research report on Tuesday, August 11th. Piper Sandler reiterated an "overweight" rating and set a $138.00 price target (up from $130.00) on shares of Aflac in a research report on Monday, August 10th. Wells Fargo & Company set a $122.00 price target on shares of Aflac and gave the company an "equal weight" rating in a research note on Wednesday, August 19th. Finally, Weiss Ratings lowered shares of Aflac from a "buy (a-)" rating to a "buy (b)" rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, seven have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Aflac has an average rating of "Hold" and an average target price of $116.62.
Get Our Latest Research Report on AFL
Aflac Company Profile
(
Get Free Report)
Aflac Incorporated is an insurance company that provides supplemental health and life insurance products. Its coverage is designed to help policyholders manage expenses that may not be fully covered by major medical insurance, including costs associated with accidents, illness, hospitalization, disability and critical illness.
Through its U.S. operations, Aflac markets policies to individuals, businesses and employees through workplace benefit programs, independent agents and brokers. The company is also a major provider of supplemental insurance in Japan, where it offers products focused primarily on cancer, medical and income-support coverage.
Founded in 1955 in Columbus, Georgia, as American Family Life Assurance Company, the business adopted the name Aflac in 1990.
Featured Articles
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
