Insider Selling: Aflac (NYSE:AFL) Major Shareholder Sells $2,791,712.00 in Stock

Aflac Incorporated (NYSE:AFL) major shareholder Post Holdings Co. Ltd. Japan sold 24,200 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $115.36, for a total value of $2,791,712.00. Following the sale, the insider owned 51,564,345 shares in the company, valued at approximately $5,948,462,839.20. This trade represents a 0.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 transactions with the SEC.

Post Holdings Co. Ltd. Japan also recently made the following trade(s):

• On Tuesday, May 12th, Post Holdings Co. Ltd. Japan sold 24,300 shares of Aflac stock. The shares were 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 shares were sold at an average price of $114.85, for a total value of $2,767,885.00.
• On Thursday, April 9th, Post Holdings Co. Ltd. Japan sold 86,155 shares of Aflac stock. The shares were sold at an average price of $113.24, for a total value of $9,756,192.20.
• On Wednesday, April 8th, Post Holdings Co. Ltd. Japan sold 166,000 shares of Aflac stock. The shares were sold at an average price of $112.38, for a total value of $18,655,080.00.
• On Tuesday, April 7th, Post Holdings Co. Ltd. Japan sold 24,200 shares of Aflac stock. The shares were sold at an average price of $110.45, for a total value of $2,672,890.00.
• On Monday, April 6th, Post Holdings Co. Ltd. Japan sold 21,500 shares of Aflac stock. The shares were sold at an average price of $110.34, for a total value of $2,372,310.00.
• On Thursday, April 2nd, Post Holdings Co. Ltd. Japan sold 20,100 shares of Aflac stock. The shares were sold at an average price of $110.20, for a total value of $2,215,020.00.
• On Wednesday, April 1st, Post Holdings Co. Ltd. Japan sold 19,600 shares of Aflac stock. The shares were sold at an average price of $109.85, for a total value of $2,153,060.00.
• On Wednesday, March 25th, Post Holdings Co. Ltd. Japan sold 14,200 shares of Aflac stock. The stock was sold at an average price of $107.03, for a total value of $1,519,826.00.
• On Monday, March 23rd, Post Holdings Co. Ltd. Japan sold 15,000 shares of Aflac stock. The stock was sold at an average price of $106.78, for a total value of $1,601,700.00.

Aflac Trading Up 0.0%

Shares of NYSE AFL opened at $116.83 on Monday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.11 and a current ratio of 0.11. The business’s 50 day moving average price is $111.74 and its 200-day moving average price is $111.28. Aflac Incorporated has a fifty-two week low of $96.95 and a fifty-two week high of $119.32. The company has a market cap of $59.47 billion, a price-to-earnings ratio of 13.26, a PEG ratio of 2.04 and a beta of 0.62.

Aflac (NYSE:AFL) last issued its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $1.75 earnings per share for the quarter, missing the consensus estimate of $1.80 by ($0.05). Aflac had a return on equity of 13.88% and a net margin of 25.60%.The business had revenue of $4.24 billion during the quarter, compared to analysts’ expectations of $4.20 billion. During the same quarter in the previous year, the company posted $1.66 earnings per share. The company’s quarterly revenue was up 27.9% compared to the same quarter last year. On average, sell-side analysts expect that Aflac Incorporated will post 7.12 earnings per share for the current year.

Aflac Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Wednesday, May 20th will be issued a $0.61 dividend. This represents a $2.44 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Wednesday, May 20th. Aflac’s dividend payout ratio is presently 27.70%.

Trending Headlines about Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac issued $500 million of 5.150% senior notes due 2036, which should add balance-sheet flexibility and support liquidity for the insurer’s capital management plans. Aflac Issues $500 Million 2036 Senior Notes Offering
• Positive Sentiment: Recent commentary highlighted strong sales growth in Japan and the U.S., improving Japan margins, and a lower benefit ratio, all of which support Aflac’s earnings durability. Here’s Why You Should Keep Holding Aflac in Your Portfolio
• Neutral Sentiment: The latest quarter was mixed, with revenue beating estimates but earnings per share missing consensus, leaving investors focused on whether growth can offset margin pressure.
• Neutral Sentiment: Several recent articles questioned Aflac’s valuation and risk profile after softer Japan margins and the earnings miss, but these pieces mainly reinforced existing concerns rather than introducing a new catalyst.
• Negative Sentiment: Major shareholder Post Holdings Co. Ltd. Japan disclosed another small sale of Aflac shares under a pre-arranged 10b5-1 plan, adding to a recent pattern of insider selling that can weigh on sentiment. Aflac (NYSE:AFL) Major Shareholder Sells $2,767,885.00 in Stock
• Negative Sentiment: Director Arthur Reginald Collins also sold shares recently, which may add a modest headwind to investor sentiment around the stock. SEC insider filing for Arthur Reginald Collins sale

Analyst Ratings Changes

Several equities research analysts have recently weighed in on AFL shares. Wall Street Zen upgraded Aflac from a “sell” rating to a “hold” rating in a report on Saturday, May 9th. Piper Sandler dropped their price objective on Aflac from $130.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, May 1st. Wells Fargo & Company dropped their price objective on Aflac from $116.00 to $111.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 5th. Barclays set a $99.00 price objective on Aflac and gave the stock an “underweight” rating in a research note on Thursday, April 30th. Finally, Evercore raised Aflac from a “strong sell” rating to a “strong-buy” rating in a research note on Thursday, April 9th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $111.36.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of AFL. Brighton Jones LLC boosted its position in Aflac by 64.4% during the 4th quarter. Brighton Jones LLC now owns 14,570 shares of the financial services provider’s stock valued at $1,507,000 after acquiring an additional 5,708 shares in the last quarter. Bison Wealth LLC boosted its position in Aflac by 4.3% during the 4th quarter. Bison Wealth LLC now owns 4,402 shares of the financial services provider’s stock valued at $455,000 after acquiring an additional 183 shares in the last quarter. WINTON GROUP Ltd bought a new stake in Aflac during the 2nd quarter valued at $280,000. Sei Investments Co. boosted its position in Aflac by 11.2% during the 2nd quarter. Sei Investments Co. now owns 150,334 shares of the financial services provider’s stock valued at $15,854,000 after acquiring an additional 15,105 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted its position in Aflac by 1.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 11,953 shares of the financial services provider’s stock valued at $1,261,000 after acquiring an additional 192 shares in the last quarter. Institutional investors own 67.44% of the company’s stock.

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.