Aflac (NYSE:AFL) Major Shareholder Post Holdings Co. Ltd. Japan Sells 12,800 Shares

Aflac Incorporated (NYSE:AFL) major shareholder Post Holdings Co. Ltd. Japan sold 12,800 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $115.77, for a total value of $1,481,856.00. Following the completion of the sale, the insider owned 50,701,190 shares of the company’s stock, valued at $5,869,676,766.30. This trade represents a 0.03% decrease in their ownership of the stock. The sale was disclosed in a 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. Large shareholders that own 10% or more 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 Monday, August 31st, Post Holdings Co. Ltd. Japan sold 12,700 shares of Aflac stock. The shares were sold at an average price of $116.00, for a total value 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 value 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.
• 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 transaction of $1,500,012.00.
• On Thursday, August 20th, Post Holdings Co. Ltd. Japan sold 13,100 shares of Aflac stock. The stock was sold at an average price of $116.60, for a total transaction 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 shares were sold at an average price of $121.94, for a total value of $1,731,548.00.

Aflac Stock Performance

AFL opened at $118.32 on Friday. The company has a market capitalization of $59.32 billion, a price-to-earnings ratio of 12.68, a P/E/G ratio of 1.89 and a beta of 0.59. The business’s 50-day moving average price is $121.55 and its two-hundred day moving average price is $116.27. Aflac Incorporated has a 1 year low of $104.66 and a 1 year high of $130.22. 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) last posted 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). Aflac had a return on equity of 13.27% and a net margin of 26.91%.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 earned $1.78 earnings per share. The firm’s quarterly revenue was down 1.0% on a year-over-year basis. Equities analysts expect that Aflac Incorporated will post 7.04 EPS for the current fiscal year.

Aflac Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th were issued a $0.61 dividend. The ex-dividend date was Wednesday, August 19th. This represents a $2.44 dividend on an annualized basis and a dividend yield of 2.1%. Aflac’s dividend payout ratio (DPR) is 26.15%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. TD Cowen reaffirmed a “hold” rating and issued a $110.00 target price (up from $101.00) on shares of Aflac in a research report on Wednesday, July 22nd. Wall Street Zen downgraded shares of Aflac from a “hold” rating to a “sell” rating in a research note on Saturday, August 15th. Jefferies Financial Group restated a “hold” rating and set a $108.00 price objective (up from $100.00) on shares of Aflac in a research note on Friday, July 10th. JPMorgan Chase & Co. lowered their target price on Aflac from $117.00 to $116.00 and set a “neutral” rating on the stock in a research report on Tuesday, August 11th. Finally, Barclays reiterated an “underweight” rating and set a $99.00 target price (up from $98.00) on shares of Aflac in a report on Friday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Aflac currently has a consensus rating of “Hold” and a consensus price target of $116.62.

Aflac News Summary

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

Several large investors have recently modified their holdings of AFL. DNB Asset Management AS increased its holdings in Aflac by 51.3% in the 4th quarter. DNB Asset Management AS now owns 168,003 shares of the financial services provider’s stock worth $18,526,000 after purchasing an additional 56,975 shares in the last quarter. Employees Retirement System of Texas bought a new position in Aflac in the fourth quarter valued at about $3,743,000. Meiji Yasuda Asset Management Co Ltd. acquired a new stake in shares of Aflac during the second quarter valued at about $6,630,000. Atlas Wealth LLC acquired a new stake in shares of Aflac during the first quarter valued at about $1,802,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Aflac by 4.5% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,072,717 shares of the financial services provider’s stock worth $118,256,000 after purchasing an additional 46,262 shares during the last quarter. 67.44% of the stock is owned by institutional investors.

About Aflac

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.