Japan Post Holdings Sells 30,000 Aflac Shares
Japan Post Holdings sold 30,000 shares of Aflac in a planned transaction on June 16, 2026.
Key Points
- Japan Post Holdings sold 30,000 shares of Aflac on June 16, 2026, for $3.52 million at an average price of $117.39 per share.
- Aflac shares traded at $117.07 with a market cap of $59.16 billion and a P/E ratio of 13.28.
- Analysts have mixed ratings for Aflac, with Piper Sandler maintaining a 'buy' and Barclays a 'sell'.
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Ltd. Japan Post Holdings Co. sold 30,000 shares of Aflac Incorporated (NYSE: AFL) in a planned transaction on June 16, 2026. The shares were sold at an average price of $117.39, resulting in a total value of approximately $3.52 million.
Insider Buying and Selling at Aflac Incorporated
Japan Post Holdings has been actively selling shares of Aflac throughout June. On June 16, it sold 30,000 shares, followed by 28,800 shares on June 15 at $117.17 per share, and 53,000 shares on June 12 at $117.74 per share. These transactions were part of a planned strategy.
Other Institutional Activity in Aflac
Japan Post Holdings also reduced its holdings by 325,500 shares, ending with 51,974,500 shares valued at about $5.70 billion. BlackRock, Inc. decreased its position by 572,535 shares, holding 36,205,291 shares worth approximately $3.97 billion. State Street Corp trimmed its stake by 162,131 shares, leaving it with 23,600,470 shares valued at $2.59 billion. Meanwhile, Geode Capital Management, LLC increased its holdings by 248,274 shares, reaching a total of 10,717,264 shares valued at $1.17 billion.
Aflac Incorporated Stock Up 0.5%
Shares of Aflac Incorporated (NYSE: AFL) traded near $117.07. The company has a market capitalization of $59.16 billion and a P/E ratio of 13.28. Aflac's 52-week low is $96.95, and its high is $119.81. The stock's 50-day moving average is $115.05, while the 200-day moving average is $111.40.
$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 of 27.9%. The company's net margin stands at 25.6%, and its return on equity (ROE) is 16.5%. 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 pays an annual dividend rate of $2.44, yielding 2.08% with a payout ratio of 26.9%.
Analysts Set New Price Targets
On May 26, 2026, Piper Sandler maintained a 'buy' rating with a price target of $130. Morgan Stanley maintained a 'hold' rating with a $125 target on May 21. Wells Fargo also kept a 'hold' rating, setting a $111 target on May 5. The consensus recommendation is a 'hold' with a mean target price of $112.43 from 14 analyst opinions.
About Aflac Incorporated
Aflac Incorporated, based in Columbus, Georgia, provides supplemental health and life insurance products through its subsidiaries. Operating in the Aflac Japan and Aflac U.S. segments, the company offers a range of insurance products including cancer, medical, and life insurance in Japan, and accident, disability, and life insurance in the U.S. Founded in 1955, Aflac employs over 12,716 people and is led by CEO Daniel Paul Amos.
Bottom Line
The recent insider sales by Japan Post Holdings reflect planned transactions that may align with broader investment strategies. Aflac continues to be a significant player in the insurance industry, with a stable market presence and mixed analyst ratings. Investors often track such insider activities and analyst opinions for insights, but it's important to remember that these disclosures are backward-looking and may not indicate current positions.
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