LMG Wealth Partners LLC Decreases Holdings in Aflac Incorporated $AFL

LMG Wealth Partners LLC cut its stake in shares of Aflac Incorporated (NYSE:AFL) by 10.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 51,717 shares of the financial services provider’s stock after selling 5,855 shares during the period. LMG Wealth Partners LLC’s holdings in Aflac were worth $5,703,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. True Wealth Design LLC raised its stake in Aflac by 188.5% during the 3rd quarter. True Wealth Design LLC now owns 225 shares of the financial services provider’s stock valued at $25,000 after buying an additional 147 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in shares of Aflac in the 2nd quarter worth $33,000. Activest Wealth Management increased its stake in shares of Aflac by 95.6% in the 4th quarter. Activest Wealth Management now owns 311 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 152 shares in the last quarter. Westside Investment Management Inc. increased its stake in shares of Aflac by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 324 shares of the financial services provider’s stock worth $36,000 after purchasing an additional 162 shares in the last quarter. Finally, Board of the Pension Protection Fund purchased a new stake in shares of Aflac in the 4th quarter worth $44,000. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on AFL. JPMorgan Chase & Co. upped their price objective on Aflac from $101.00 to $105.00 and gave the stock a “neutral” rating in a research note on Monday, January 5th. Keefe, Bruyette & Woods upped their price objective on Aflac from $113.00 to $115.00 and gave the stock a “market perform” rating in a research note on Friday, April 10th. Barclays set a $99.00 price objective on Aflac and gave the stock an “underweight” rating in a research note on Thursday. Wells Fargo & Company reduced their price objective on Aflac from $118.00 to $116.00 and set an “equal weight” rating for the company in a research note on Friday, April 10th. Finally, Piper Sandler reduced their price objective on Aflac from $130.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $111.64.

Aflac Trading Down 0.7%

Shares of Aflac stock opened at $112.92 on Friday. The company has a market capitalization of $58.18 billion, a P/E ratio of 12.82, a P/E/G ratio of 3.13 and a beta of 0.66. 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 company has a fifty day moving average of $111.37 and a 200 day moving average of $110.84. Aflac Incorporated has a fifty-two week low of $96.95 and a fifty-two week high of $119.32.

Aflac (NYSE:AFL) last issued its 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). The firm had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.20 billion. Aflac had a return on equity of 13.88% and a net margin of 25.60%.The company’s quarterly revenue was up 27.9% on a year-over-year basis. During the same period in the prior year, the company posted $1.66 EPS. On average, sell-side analysts anticipate that Aflac Incorporated will post 7.26 earnings per share for the current fiscal year.

Key Headlines Impacting Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Revenue and U.S. sales strength helped cushion the quarter; several outlets highlight rising revenue and solid U.S. growth that partially offset headwinds. Aflac 1Q Profit Rises
• Positive Sentiment: Management is targeting higher Japan sales (near JPY 80B) and expanding its reinsurance franchise in Japan — a strategic growth vector that investors view as constructive for longer‑term earnings. Japan Growth Plans
• Neutral Sentiment: Piper Sandler trimmed its price target from $130 to $125 but kept an Overweight rating — a modest downgrade to upside expectations while remaining bullish on the stock. Piper Sandler Price Target
• Neutral Sentiment: Corporate expansion: Aflac opened a South Portland, Maine office to support the state’s Paid Family & Medical Leave program — positive for local positioning but unlikely to move the stock materially in the near term. Maine Office Opening
• Negative Sentiment: Q1 EPS missed consensus as investment income came in below expectations and FX translation (weaker yen) reduced reported earnings — a primary driver of investor caution. Q1 Earnings Miss
• Negative Sentiment: Premium pressure in Japan and FX translation effects offset some Japanese sales gains, contributing to the earnings shortfall and near‑term margin concerns. Japan Premium Pressure

Insiders Place Their Bets

In related news, major shareholder Post Holdings Co. Ltd. Japan sold 166,000 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $112.38, for a total value of $18,655,080.00. Following the completion of the transaction, the insider owned 51,723,100 shares of the company’s stock, valued at approximately $5,812,641,978. This represents a 0.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 572,632 shares of company stock valued at $63,514,634. Corporate insiders own 0.80% of the company’s stock.

Aflac Profile

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.