Japan Post Holdings Sells Shares of Aflac
Japan Post Holdings offloads 28,800 shares of Aflac in a planned sale.
Key Points
- Japan Post Holdings sold 28,800 shares of Aflac at an average price of $117.17, totaling $3.37 million on June 15, 2026.
- Aflac's stock is trading near $117.38, with a market cap of approximately $59.76 billion and a P/E ratio of 13.42.
- Analysts have mixed ratings on Aflac, with Piper Sandler maintaining a 'buy' rating and a $130 price target.
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Japan Post Holdings Co., Ltd. executed a planned sale of 28,800 shares of Aflac Incorporated (NYSE:AFL) on June 15, 2026. The shares were sold at an average price of $117.17, amounting to a total transaction value of approximately $3.37 million.
Insider Buying and Selling at Aflac Incorporated
Japan Post Holdings was active in selling shares of Aflac over several days in June 2026. On June 15, they sold 28,800 shares at an average price of $117.17. Earlier in the month, they sold additional shares on multiple occasions, including 53,000 shares on June 12 and 48,500 shares on June 11, all as part of planned transactions.
Other Institutional Activity in Aflac
Institutional investors have been adjusting their positions in Aflac. Japan Post Holdings Co., Ltd. reduced its holdings by 325,500 shares, ending with 51,974,500 shares valued at about $5.70 billion. BlackRock, Inc. also trimmed its stake, selling 572,535 shares to hold 36,205,291 shares worth approximately $3.97 billion. Conversely, Geode Capital Management, LLC increased its position by 248,274 shares, bringing its total to 10,717,264 shares valued at around $1.17 billion.
Aflac Incorporated Stock Up 0.7%
Shares of Aflac Incorporated (NYSE:AFL) are trading near $117.38. The company boasts a market cap of approximately $59.76 billion and a P/E ratio of 13.42. Aflac's stock has a 52-week low of $96.95 and a high of $119.81. It has a 50-day moving average of $114.93 and a 200-day moving average of $111.35. The company's beta is 0.61, indicating lower volatility compared to the broader market.
$AFL stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Aflac reported revenue of $18.11 billion with a growth rate of 27.9%. The company achieved a net margin of 25.6% and a return on equity of 16.47%. Earnings per share stood at $8.75. The 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, resulting in a yield of 2.08%. The dividend payout ratio is 26.86%, reflecting a sustainable distribution of earnings to shareholders.
Analysts Set New Price Targets
On May 26, 2026, Piper Sandler maintained its 'buy' rating on Aflac with a price target of $130. Morgan Stanley, on May 21, reiterated a 'hold' rating with a $125 target. Wells Fargo also maintained a 'hold' rating with a $111 target on May 5. The consensus among analysts is a 'hold' rating, with an average target price of $112.43 based on 14 opinions.
About Aflac Incorporated
Aflac Incorporated provides supplemental health and life insurance products through its subsidiaries. It operates primarily in Japan and the United States, offering a range of insurance products including cancer, medical, and life insurance. Founded in 1955, Aflac is headquartered in Columbus, Georgia, and led by CEO Daniel Paul Amos. The company employs over 12,700 people.
Bottom Line
Japan Post Holdings' recent sale of Aflac shares is part of a series of planned transactions. Investors often watch insider transactions for hints about a company's prospects, but these sales were planned and should be seen in that context. Aflac remains a significant player in the insurance industry, with stable financials and a consistent dividend, making it a stock to watch in the financial services sector.
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