
Financials · Life & Health Insurance
$115.31
-0.80%
Vol: 2.0M
Friday, June 19, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
Aflac sold a ¥65.9 billion (~$415 million) yen-denominated samurai bond across four tranches on May 21, 2026, joining a wave of foreign issuers tapping Japan's credit market. The 10-year tranche carried a coupon of 3.482%. The financing follows Aflac's $0.61 cash dividend with an ex-date of May 20, 2026. Stock has underperformed, generating only 0.8% return over the past six months versus the S&P 500's 9.9% gain. Recent insider selling included Director Thomas Kenny disposing of 1,740 shares on May 15 and Japan Post Holdings selling roughly 47,700 shares mid-month.
Aflac is in focus this week after its May annual meeting, where shareholders approved all company proposals except an independent board chairman measure, elected 11 directors, and ratified KPMG as auditor. The company issued $500M of senior notes due 2036 in mid-May to bolster the balance sheet. Insider/large-holder activity: Japan Post Holdings (a 10% owner) disclosed selling 24,100 shares on May 11 for about $2.77M at prices between $114.02 and $115.48, with a related trust separately selling another 24,300 shares (still holding 51.6M). Shares are around $115, with roughly flat half-year returns, lagging the S&P 500's 9.9% gain. Q1 2026 adjusted EPS came in at $1.75 (vs. $1.80 expected) on revenue of $4.35B (vs. $4.18B expected). Analysts project a 2.7% revenue decline over the next twelve months.
No material news in the last 48 hours.
Japan Post Holdings, a 10%+ owner, sold 24,200 AFLAC shares on May 13 (one block of 21,431 at ~$115.25 and another 2,769 at ~$116.17), following similar open-market sales on May 11 and May 12 totaling roughly $5.5M+. A Japan Post-associated trust also sold 24,300 shares on May 12. On May 8, Director Joseph Moskowitz sold 600 shares, while Chairman Charles D. Lake II sold 6,500 shares (~$737,308) on May 5. Q1 2026 results showed adjusted EPS of $1.75 (slightly below the $1.80 estimate) on revenue of $4.35B (beating expectations), with $1.3B returned to shareholders. On May 1, Piper Sandler lowered its price target to $125 from $130 (Overweight reiterated) citing weaker Japan margins. Stock trades at ~$115.26, up 4.7% YTD vs SPX +8.3%.
Aflac Incorporated issued $500 million aggregate principal of 5.150% Senior Notes due 2036 in a public offering on May 14, 2026, with proceeds for general corporate purposes. Japan Post Holdings, a 10% owner of Aflac, sold 24,100 shares for $2.77 million on May 11 at weighted-average prices of $114.02-$115.48. Q1 2026 results showed total revenue of $4.35 billion (+27.9% YoY) and net earnings of $1.0 billion ($1.98 diluted EPS), but adjusted EPS of $1.75 missed the $1.80 estimate amid weaker Japan margins. Aflac opened a new office in South Portland, Maine, to administer the state's Paid Family and Medical Leave program for 500,000+ workers. Analyst consensus is Hold with mean PT $120.86 (~4.7% upside).
On May 11, Japan Post Holdings, a 10% owner, sold 24,100 Aflac shares for about $2.77 million at $114.02-$115.48. Q1 2026 adjusted EPS of $1.75 missed the $1.80 estimate, with weaker pre-tax margins in Aflac Japan now in their second consecutive quarter of pressure, though revenue of $4.35 billion topped the $4.18 billion forecast. Director Joseph Moskowitz also sold 600 shares at $113.73 on May 8. The stock trades near its 52-week high of $119.32. Shareholders approved all proposals at the annual meeting except an independent board chairman measure. Consensus rating is Hold with a mean target of $120.86, a 4.7% premium. Risk is sustained Japan segment pressure undermining the dividend-aristocrat thesis.
No material news in the last 48 hours.
Aflac announced on May 1, 2026, the opening of a new office in South Portland, Maine, to administer the state's Paid Family and Medical Leave program, handling claims for over 500,000 eligible workers and participating employers. Q1 2026 results showed total revenues of $4.3 billion (+27.9% YoY) and net earnings of $1.0 billion ($1.98 diluted EPS) versus just $0.05 a year ago, though adjusted earnings of $901 million were down 0.6% YoY (adjusted EPS +5.4% to $1.75). Director Joseph L. Moskowitz sold 600 shares on May 8 at an average price of $113.73, while director Miwako Hosoda sold 243 shares on May 6 for ~$27,823. Shareholders approved all company proposals at the annual meeting except an independent board chairman measure and elected 11 directors. Consensus rating is Hold with an average target of $110.83.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AFLAFLAC | $115.31 | -0.80% | -1.5% | 15.2x | 0.61 | $58.8B |
| METMETLIFE | $85.65 | -0.23% | +3.7% | 7.8x | 0.78 | $55.1B |
| PRUPRUDENTIAL | $106.68 | -0.31% | +3.2% | 7.3x | 0.85 | $37.0B |
| PFGPRINCIPAL | $109.59 | -0.58% | +6.6% | 10.7x | 0.90 | $23.7B |
| GLGLOBE | $171.01 | -0.14% | +10.6% | 10.3x | 0.50 | $13.3B |
| BRK.BBERKSHIRE | $488.32 | -0.60% | +1.8% | 22.8x | 0.62 | $1.06T |
Price above both MAs — bullish structure.