AFLAC IncorporatedNYSE: AFL
Financials · Life & Health Insurance
$112.86
-0.71%
Vol: 1.4M
Research Digest
Friday, May 1, 2026
Aflac reported Q1 2026 results with adjusted EPS of $1.75 missing estimates of $1.83, but increased dividend 5.2% and achieved 43 consecutive years of dividend increases.
Aflac reported Q1 2026 adjusted EPS of $1.75, down $0.08 from estimate of $1.83, with revenue of $4.3B up 27.9% YoY. The company increased quarterly dividend 5.2% and returned $1.3B to shareholders. Strong Japan sales growth of 25.5% in annualized premium sales, primarily from new medical and cancer insurance products. Analyst rating is Hold with price target of $110.18.
Previous Market Intelligence
13 daysApr 30Aflac reported Q1 2026 revenue of $4.3B (+27.9% YoY), net earnings of $1.0B, and raised quarterly dividend 5.2% to $0.61.Positive▶
Aflac announced strong Q1 2026 results on April 29 with total revenues of $4.3B (+27.9% YoY) and net earnings of $1.0B ($1.98 per diluted share) versus $29M ($0.05) a year ago. Adjusted EPS increased 5.4% to $1.75. The company returned $1.3B to shareholders including $1.0B in share repurchases and $315M in dividends. The Board raised the quarterly dividend 5.2% to $0.61, extending its 43-year consecutive dividend increase streak. Evercore ISI lowered its price target to $109 from $112, while Mizuho raised its target to $107 from $104.
Apr 16Aflac to report Q1 2026 results April 29; Japan Post affiliate divests $9.76M in sharesNeutral▶
Aflac will release first quarter 2026 results after market close on April 29, 2026, with webcast April 30. Japan Post Holdings sold $9.76 million in Aflac shares (86,155 shares at $112.50–$113.74) on April 9. The company announced 5.2% dividend increase to $0.61 per share and joined Workday Wellness partner program in January.
Apr 15Aflac Q1 2026 earnings due April 29; Mizuho maintains Underperform rating with lowered price target.Negative▶
Aflac will release Q1 2026 results after market close on April 29, with a webcast discussion on April 30. On April 13, Mizuho maintained Underperform rating while lowering price target from $107 to $102. Japan Post Holdings, a 10% owner, sold 86,155 shares on April 9 at weighted average prices between $112.50 and $113.74, signaling insider selling pressure ahead of earnings.
Apr 14Aflac maintains strong price despite Mizuho downgrade to Underperform; Japan Post Holdings continues insider selling.Mixed▶
Aflac stock at ~$113.00 up 2.24% despite Mizuho lowering Underperform with target cut from $107 to $102 on April 13. Japan Post Holdings conducted multiple sell-offs in early April. Q1 2026 results after market close April 29 with webcast April 30. Hold consensus among 12 analysts with $111.25 target.
Apr 13Aflac raises Q1 dividend 5.2% to $0.61 per share; Japan Post affiliate sells 21,500 shares amid mixed Q4 earnings.Neutral▶
Aflac announced a 5.2% dividend increase to $0.61 per share (43-year consecutive increase streak). Q4 2025 results showed revenue beats but EPS misses. Japan Post-linked trust divested 21,500 shares. Evercore upgraded AFL from strong sell to strong buy. Data breach from June 2025 impacted 22.65 million people. Consensus Hold with $111.25 target.
Apr 10Aflac to release Q1 2026 results on April 29 with CFO video update while Japan Post divests shares.Neutral▶
Aflac will release Q1 2026 financial results after market close on April 29 with CFO Max Broden providing video update. Conference call scheduled for 8:00 a.m. ET on April 30. Japan Post affiliated entities sold over 65,800 AFLAC shares between April 2-7 at prices near $110 per share. Stock near $111.86 with neutral analyst sentiment.
Apr 9Aflac hikes dividend 5.2% to $0.61; Q1 2026 earnings release April 29.Positive▶
Aflac increased Q1 dividend 5.2% to $0.61/share, marking 43-year consecutive increase streak, supported by strong capital and cash flows. Q3 2025 reported $4.7B total revenues (vs $2.9B prior year) with $275M net investment gains. Q1 2026 earnings release set for April 29 after market close, webcast April 30 at 8 AM ET. Company reached reinsurance agreement with Japan Post Insurance for whole life annuity block. Analysts expect EPS of $1.82 (up 9.6% YoY). Stock $110.41, 2.1% yield, analyst consensus "Hold".
Apr 8Q1 2026 Earnings Scheduled April 29; Japan Post DivestsNeutral▶
Aflac will release Q1 2026 results April 29, 2026, with webcast April 30. Japan Post Holdings trimmed position, selling 20,100 shares for $2.2M in recent transaction. Stock at $110.41 with 2.1% dividend yield. Outperform rating from TipRanks AI Analyst.
Apr 7Aflac reports insider selling; major shareholder Japan Post sells 20,100 shares at $109.15-$110.50Neutral▶
Aflac announced Q1 2026 earnings release April 29 with April 30 webcast at 8:00 a.m. ET. Japan Post Holdings sold 20,100 shares on April 2 at weighted average price $110.20 for $2.22M, retaining 51.9M shares. Stock trading at $110.41. Recent data breach response launched fraud protection initiative. 11 analysts with Hold consensus rating; target $111.18.
Apr 6Aflac increases dividend 5.2%; announces Q1 2026 results date amid data breach impact.Neutral▶
Aflac announced 5.2% increase in Q1 2026 dividend to $0.61 per share (from prior dividend), marking 43-year consecutive dividend increase streak. Q1 2026 results scheduled April 29, 2026 after market close with webcast April 30. Data breach impacted 22.6 million people with compromised social security numbers and health insurance information, resulting in -0.97% stock decline. Japan Post Holdings (significant shareholder) trimmed position by selling 14,700 shares for $1,590,988. Q4 2025 EPS of $1.57 missed consensus of $1.69 by $0.12. Revenue $5.07B with strong Japan sales growth offset by U.S. segment challenges. Analyst consensus Hold with 12-month price target of $111.25 (2.60% upside). Stock trading at $110.46 with 2.1% dividend yield.
Apr 3Aflac announced 5.2% dividend increase to $0.61 per share for Q1 2026; Q1 earnings release scheduled for April 29.Mixed▶
Aflac announced a 5.2% dividend increase to $0.61 per share, marking the company's 43-year consecutive dividend increase streak. Q1 2026 results will be released April 29 with webcast April 30. Q4 2025 showed mixed performance with revenue exceeding estimates but EPS falling short. Japan Post Holdings reduced its stake.
Apr 2Aflac raises Q1 2026 dividend 5.2% to $0.61; mixed Q4 earnings outlookMixed▶
Aflac raises Q1 2026 dividend 5.2% to $0.61; faces mixed Q4 earnings with EPS beat expected but revenue miss.
Apr 1Aflac launches new hybrid term life with long-term care rider; celebrates 20 years as World's Most Ethical Company.Positive▶
Aflac introduced a new Group Life Term to 120 hybrid term life with long-term care rider. The company was recognized as World's Most Ethical Company for the 20th consecutive year. Q4 2025 net earnings of $1.4 billion and increased dividend by 5.2% to $0.61 per share.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AFLAFLAC | $112.86 | -0.71% | +3.1% | 14.7x | 0.65 | $58.6B |
| METMETLIFE | $80.37 | +0.34% | +12.8% | 7.3x | 0.73 | $52.2B |
| PRUPRUDENTIAL | $98.74 | +0.64% | +0.3% | 6.7x | 0.94 | $34.1B |
| PFGPRINCIPAL | $101.35 | +0.43% | +10.8% | 9.9x | 0.88 | $21.8B |
| GLGLOBE | $152.80 | -0.98% | +7.6% | 9.3x | 0.47 | $12.1B |
| BRK.BBERKSHIRE | $474.00 | +0.08% | -0.6% | 21.8x | 0.70 | $1.02T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.