Aflac (NYSE:AFL) Major Shareholder Sells $3,575,344.00 in Stock

Aflac Incorporated (NYSE:AFL) major shareholder Post Holdings Co. Ltd. Japan sold 30,400 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $117.61, for a total value of $3,575,344.00. Following the completion of the sale, the insider directly owned 51,362,645 shares of the company’s stock, valued at approximately $6,040,760,678.45. This trade represents a 0.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own more than 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 Tuesday, May 26th, Post Holdings Co. Ltd. Japan sold 18,000 shares of Aflac stock. The stock was sold at an average price of $117.03, for a total value of $2,106,540.00.
• On Friday, May 22nd, Post Holdings Co. Ltd. Japan sold 31,100 shares of Aflac stock. The stock was sold at an average price of $117.78, for a total value of $3,662,958.00.
• On Wednesday, May 20th, Post Holdings Co. Ltd. Japan sold 31,600 shares of Aflac stock. The stock was sold at an average price of $117.66, for a total value of $3,718,056.00.
• On Tuesday, May 19th, Post Holdings Co. Ltd. Japan sold 50,000 shares of Aflac stock. The stock was sold at an average price of $118.80, for a total value of $5,940,000.00.
• On Monday, May 18th, Post Holdings Co. Ltd. Japan sold 41,700 shares of Aflac stock. The stock was sold at an average price of $118.45, for a total value of $4,939,365.00.
• On Friday, May 15th, Post Holdings Co. Ltd. Japan sold 23,500 shares of Aflac stock. The stock was sold at an average price of $116.85, for a total value of $2,745,975.00.
• On Thursday, May 14th, Post Holdings Co. Ltd. Japan sold 24,500 shares of Aflac stock. The stock was sold at an average price of $116.42, for a total value of $2,852,290.00.
• On Wednesday, May 13th, Post Holdings Co. Ltd. Japan sold 24,200 shares of Aflac stock. The stock was sold at an average price of $115.36, for a total value of $2,791,712.00.
• On Tuesday, May 12th, Post Holdings Co. Ltd. Japan sold 24,300 shares of Aflac stock. The stock was sold at an average price of $115.97, for a total value of $2,818,071.00.
• On Monday, May 11th, Post Holdings Co. Ltd. Japan sold 24,100 shares of Aflac stock. The stock was sold at an average price of $114.85, for a total value of $2,767,885.00.

Aflac Stock Performance

Shares of Aflac stock opened at $112.63 on Friday. The stock has a market cap of $57.33 billion, a PE ratio of 12.78, a price-to-earnings-growth ratio of 2.01 and a beta of 0.62. The business has a fifty day simple moving average of $112.99 and a 200-day simple moving average of $111.78. The company has a quick ratio of 0.11, a current ratio of 0.11 and a debt-to-equity ratio of 0.26. Aflac Incorporated has a 12 month low of $96.95 and a 12 month high of $119.81.

Aflac (NYSE:AFL) last issued its earnings results on Wednesday, April 29th. The financial services provider reported $1.75 EPS for the quarter, missing the consensus estimate of $1.80 by ($0.05). The business had revenue of $4.24 billion during the quarter, compared to analyst estimates of $4.20 billion. Aflac had a return on equity of 13.88% and a net margin of 25.60%.The business’s quarterly revenue was up 27.9% on a year-over-year basis. During the same period last year, the business earned $1.66 EPS. On average, sell-side analysts anticipate that Aflac Incorporated will post 7.08 EPS for the current fiscal year.

Aflac Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Wednesday, May 20th will be given a dividend of $0.61 per share. The ex-dividend date of this dividend is Wednesday, May 20th. This represents a $2.44 dividend on an annualized basis and a yield of 2.2%. Aflac’s dividend payout ratio (DPR) is presently 27.70%.

Hedge Funds Weigh In On Aflac

Large investors have recently made changes to their positions in the business. Quarry LP acquired a new position in shares of Aflac during the 4th quarter worth about $25,000. Groupe la Francaise acquired a new position in shares of Aflac during the 1st quarter worth about $25,000. Whipplewood Advisors LLC acquired a new position in shares of Aflac during the 1st quarter worth about $25,000. Nalls Sherbakoff Group LLC acquired a new position in shares of Aflac during the 4th quarter worth about $29,000. Finally, Evergreen Advisors LLC acquired a new position in shares of Aflac during the 1st quarter worth about $29,000. Institutional investors and hedge funds own 67.44% of the company’s stock.

Key Headlines Impacting Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac issued yen-denominated senior notes totaling ¥65.9 billion, which suggests it is proactively managing its balance sheet and may be seeking financial flexibility for capital needs or refinancing. Aflac Issues Yen-Denominated Senior Notes for Flexibility
• Positive Sentiment: Analysts at DOWLING & PARTN raised earnings expectations for Aflac, forecasting FY2026 EPS of $7.10, FY2027 EPS of $7.55, and FY2028 EPS of $8.05, all above current consensus for the near term.
• Positive Sentiment: The company continues to support investors with a quarterly dividend of $0.61 per share, reinforcing its income appeal.
• Neutral Sentiment: A major shareholder, Post Holdings Co. Ltd. Japan, and EVP Steven Kent Beaver both disclosed stock sales. The sales were made under pre-arranged plans, which often limits their interpretive value, but frequent insider selling can still create a cautious tone. SEC filing for Post Holdings sale SEC filing for Steven Kent Beaver sale
• Neutral Sentiment: Recent analyst commentary remains mixed, with several firms holding neutral or underweight views and a consensus rating of “Hold,” suggesting limited immediate upside conviction.
• Negative Sentiment: Recent insider selling by both a major shareholder and an executive may be weighing on sentiment, especially since the stock has been near its recent highs and investors may be looking for stronger near-term catalysts. Insider selling alert
• Negative Sentiment: The latest earnings report missed EPS estimates by $0.05, which remains a modest headwind for the stock even though revenue came in ahead of expectations. Aflac earnings results

Wall Street Analyst Weigh In

AFL has been the subject of a number of research reports. Keefe, Bruyette & Woods lifted their price objective on Aflac from $113.00 to $115.00 and gave the company a “market perform” rating in a research report on Friday, April 10th. Barclays set a $99.00 price objective on Aflac and gave the company an “underweight” rating in a research report on Thursday, April 30th. Wells Fargo & Company reduced their price objective on Aflac from $116.00 to $111.00 and set an “equal weight” rating for the company in a research report on Tuesday, May 5th. Evercore raised Aflac from a “strong sell” rating to a “strong-buy” rating in a research report on Thursday, April 9th. Finally, UBS Group reduced their price objective on Aflac from $116.00 to $114.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Two analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $112.27.

Aflac Company Profile

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.