Japan Post Holdings Sells Aflac Shares Worth $5.68 Million
Japan Post Holdings has sold 48,500 shares of Aflac, totaling $5.68 million, in a planned transaction.
Key Points
- Japan Post Holdings sold 48,500 shares of Aflac on June 11, 2026, for $5.68 million at an average price of $117.20.
- Aflac's market cap stands at approximately $59.96 billion with a P/E ratio of 13.46 and a beta of 0.61.
- Analysts have set Aflac's target price between $99 and $130, with a consensus rating of 'hold'.
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Ltd. Japan Post Holdings Co. recently sold 48,500 shares of Aflac Incorporated, trading under the ticker AFL on the NYSE. This planned transaction, carried out on June 11, 2026, was valued at approximately $5.68 million, with shares sold at an average price of $117.20 each.
What Changed in Japan Post Holdings's Aflac Position
Japan Post Holdings executed a planned sale of 48,500 Aflac shares. This transaction was part of a series of sales, reducing their holdings in the insurance company. The shares were sold at an average price of $117.20, reflecting a strategic move in their investment portfolio.
Other Institutional Activity in Aflac
Japan Post Holdings was not alone in adjusting its position in Aflac. BlackRock, Inc. reduced its holdings by 572,535 shares, ending with 36,205,291 shares valued at about $3.97 billion. State Street Corp also trimmed its position by 162,131 shares, leaving it with 23,600,470 shares worth approximately $2.59 billion. Meanwhile, Geode Capital Management, LLC increased its holdings by 248,274 shares, bringing its total to 10,717,264 shares valued at roughly $1.17 billion.
Aflac Incorporated Stock Up 1.0%
Shares of NYSE:AFL traded near $117.70. Aflac has a market cap of about $59.96 billion, a P/E ratio of 13.46, and a beta of 0.61, indicating lower volatility compared to the market. The stock's 52-week range is between $96.95 and $119.81, with a 50-day moving average of $114.66 and a 200-day moving average of $111.25.
$AFL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Aflac reported revenue of $18.11 billion with a revenue growth rate of 27.9%. The company achieved a net margin of 25.6% and a return on equity of 16.5%. Aflac's next earnings report is expected on August 6, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 2 cuts.
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EPS & revenue
EPS missed estimates by 4.4%. Revenue beat estimates by 1.1%.
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Profit surprise
Operating income beat by 13 percent.
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Pre-earnings setup
Bar was low, analysts cautious going in.
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Analyst signal
2 target raises, 2 target cuts.
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Earnings quality
Gross margin up 43.4 points. Operating margin up 24.2 points.
Earnings Call Summary
Aflac Japan delivered strong sales growth of 25.5 percent in the quarter, driven by new medical and cancer insurance products, though underlying earned premiums still declined 1.3 percent due to lapses of paid-up policies. In the United States, net earned premiums grew 3.5 percent with solid persistency of 79.3 percent. Management noted that Japan would need about 80 billion yen in annual sales to reach flat earned premium growth, versus 74 billion achieved in 2025.
Guidance Aflac expects Japan benefit ratio between 60 percent and 63 percent for the full year, roughly in line with first quarter results. For the United States, they forecast a benefit ratio of 42 percent to 52 percent. The company plans to continue share buybacks and dividend increases, returning $1.3 billion to shareholders in the first quarter alone.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
Aflac offers an annual dividend rate of $2.44, yielding 2.07% with a payout ratio of 26.86%. This reflects the company's commitment to returning value to shareholders.
Insider Buying and Selling at Aflac Incorporated
Japan Post Holdings Co., Ltd. executed a series of planned sales of Aflac shares in June 2026. On June 11, they sold 48,500 shares at $117.20. Earlier, they sold 26,500 shares on June 10 at $117.00, 12,800 shares on June 9 at $115.43, 13,900 shares on June 8 at $116.05, 63,000 shares on June 5 at $118.12, and 16,300 shares on June 4 at $115.54.
Analysts Set New Price Targets
On May 26, 2026, Piper Sandler maintained a 'buy' rating with a price target of $130. Morgan Stanley kept its 'hold' rating with a target of $125 on May 21. Wells Fargo maintained its 'hold' rating, setting a target of $111 on May 5. The overall analyst consensus rates Aflac as a 'hold', with a mean target price of $112.43 among 14 analysts.
About Aflac Incorporated
Aflac Incorporated, based in Columbus, Georgia, provides supplemental health and life insurance products through its subsidiaries. Operating in the U.S. and Japan, Aflac offers a range of insurance products including cancer, medical, and life insurance. The company, led by CEO Daniel Paul Amos, employs over 12,700 people.
Bottom Line
Japan Post Holdings' recent sale of Aflac shares is part of a planned strategy. Investors keep a close eye on such transactions for insights into institutional sentiment. Aflac remains a significant player in the insurance sector, with a stable market presence and consistent dividend payouts.
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