Post Holdings Co. Ltd. Japan Sells 31,100 Shares of Aflac (NYSE:AFL) Stock

Aflac Incorporated (NYSE:AFL) major shareholder Post Holdings Co. Ltd. Japan sold 31,100 shares of the stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $117.78, for a total value of $3,662,958.00. Following the transaction, the insider owned 51,331,545 shares in the company, valued at $6,045,829,370.10. This trade represents a 0.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

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

• On Tuesday, May 26th, Post Holdings Co. Ltd. Japan sold 18,000 shares of Aflac stock. The stock was sold at an average price of $117.03, for a total value of $2,106,540.00.
• On Thursday, May 21st, Post Holdings Co. Ltd. Japan sold 30,400 shares of Aflac stock. The stock was sold at an average price of $117.61, for a total value of $3,575,344.00.
• On Wednesday, May 20th, Post Holdings Co. Ltd. Japan sold 31,600 shares of Aflac stock. The stock was sold at an average price of $117.66, for a total value of $3,718,056.00.
• On Tuesday, May 19th, Post Holdings Co. Ltd. Japan sold 50,000 shares of Aflac stock. The stock was sold at an average price of $118.80, for a total value of $5,940,000.00.
• On Monday, May 18th, Post Holdings Co. Ltd. Japan sold 41,700 shares of Aflac stock. The stock was sold at an average price of $118.45, for a total value of $4,939,365.00.
• On Friday, May 15th, Post Holdings Co. Ltd. Japan sold 23,500 shares of Aflac stock. The stock was sold at an average price of $116.85, for a total value of $2,745,975.00.
• On Thursday, May 14th, Post Holdings Co. Ltd. Japan sold 24,500 shares of Aflac stock. The stock was sold at an average price of $116.42, for a total value of $2,852,290.00.
• On Wednesday, May 13th, Post Holdings Co. Ltd. Japan sold 24,200 shares of Aflac stock. The stock was sold at an average price of $115.36, for a total value of $2,791,712.00.
• On Tuesday, May 12th, Post Holdings Co. Ltd. Japan sold 24,300 shares of Aflac stock. The stock was 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 stock was sold at an average price of $114.85, for a total value of $2,767,885.00.

Aflac Stock Performance

Shares of NYSE:AFL opened at $112.63 on Friday. The firm has a market capitalization of $57.33 billion, a PE ratio of 12.78, a P/E/G ratio of 2.01 and a beta of 0.62. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.11 and a quick ratio of 0.11. The business has a 50-day moving average of $112.99 and a two-hundred day moving average of $111.78. Aflac Incorporated has a 12 month low of $96.95 and a 12 month high of $119.81.

Aflac (NYSE:AFL) last announced its quarterly earnings results on Wednesday, April 29th. The financial services provider reported $1.75 EPS for the quarter, missing the consensus estimate of $1.80 by ($0.05). The firm had revenue of $4.24 billion for the quarter, compared to analyst estimates of $4.20 billion. Aflac had a return on equity of 13.88% and a net margin of 25.60%.The business’s revenue was up 27.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.66 earnings per share. As a group, research analysts forecast that Aflac Incorporated will post 7.08 earnings per share for the current year.

Aflac Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Wednesday, May 20th will be paid a dividend of $0.61 per share. The ex-dividend date is Wednesday, May 20th. This represents a $2.44 annualized dividend and a yield of 2.2%. Aflac’s dividend payout ratio is currently 27.70%.

Key Aflac News

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac issued yen-denominated senior notes totaling ¥65.9 billion, which suggests it is proactively managing its balance sheet and may be seeking financial flexibility for capital needs or refinancing. Aflac Issues Yen-Denominated Senior Notes for Flexibility
• Positive Sentiment: Analysts at DOWLING & PARTN raised earnings expectations for Aflac, forecasting FY2026 EPS of $7.10, FY2027 EPS of $7.55, and FY2028 EPS of $8.05, all above current consensus for the near term.
• Positive Sentiment: The company continues to support investors with a quarterly dividend of $0.61 per share, reinforcing its income appeal.
• Neutral Sentiment: A major shareholder, Post Holdings Co. Ltd. Japan, and EVP Steven Kent Beaver both disclosed stock sales. The sales were made under pre-arranged plans, which often limits their interpretive value, but frequent insider selling can still create a cautious tone. SEC filing for Post Holdings sale SEC filing for Steven Kent Beaver sale
• Neutral Sentiment: Recent analyst commentary remains mixed, with several firms holding neutral or underweight views and a consensus rating of “Hold,” suggesting limited immediate upside conviction.
• Negative Sentiment: Recent insider selling by both a major shareholder and an executive may be weighing on sentiment, especially since the stock has been near its recent highs and investors may be looking for stronger near-term catalysts. Insider selling alert
• Negative Sentiment: The latest earnings report missed EPS estimates by $0.05, which remains a modest headwind for the stock even though revenue came in ahead of expectations. Aflac earnings results

Institutional Investors Weigh In On Aflac

A number of large investors have recently modified their holdings of AFL. DNB Asset Management AS lifted its holdings in Aflac by 51.3% during the 4th quarter. DNB Asset Management AS now owns 168,003 shares of the financial services provider’s stock worth $18,526,000 after buying an additional 56,975 shares during the last quarter. BIP Wealth LLC lifted its holdings in Aflac by 348.3% during the 4th quarter. BIP Wealth LLC now owns 55,723 shares of the financial services provider’s stock worth $6,145,000 after buying an additional 43,293 shares during the last quarter. ProShare Advisors LLC lifted its holdings in Aflac by 10.4% during the 3rd quarter. ProShare Advisors LLC now owns 1,731,482 shares of the financial services provider’s stock worth $193,407,000 after buying an additional 163,791 shares during the last quarter. Wedbush Securities Inc. lifted its holdings in Aflac by 126.1% during the 3rd quarter. Wedbush Securities Inc. now owns 21,345 shares of the financial services provider’s stock worth $2,384,000 after buying an additional 11,903 shares during the last quarter. Finally, Nordea Investment Management AB lifted its holdings in Aflac by 5.5% during the 4th quarter. Nordea Investment Management AB now owns 1,866,471 shares of the financial services provider’s stock worth $206,712,000 after buying an additional 97,766 shares during the last quarter. Institutional investors and hedge funds own 67.44% of the company’s stock.

Wall Street Analysts Forecast Growth

AFL has been the subject of several research analyst reports. Weiss Ratings upgraded Aflac from a “buy (b-)” rating to a “buy (a-)” rating in a research note on Friday, May 15th. Evercore upgraded Aflac from a “strong sell” rating to a “strong-buy” rating in a research note on Thursday, April 9th. Wall Street Zen upgraded Aflac from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Wells Fargo & Company lowered their target price on Aflac from $116.00 to $111.00 and set an “equal weight” rating for the company in a research note on Tuesday, May 5th. Finally, Keefe, Bruyette & Woods increased their target price on Aflac from $113.00 to $115.00 and gave the company a “market perform” rating in a research note on Friday, April 10th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Aflac has an average rating of “Hold” and an average target price of $112.27.

Aflac Company 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.