Aflac Incorporated

(New York Stock Exchange)
Back to all articles
Slightly Bullish +15

FY2026 Earnings Forecast for Aflac Issued By DOWLING & PARTN

AI-generated analysis

πŸ“‰ DOWLING & PARTN analyst J. Hurwitz cut FY2026 EPS estimates for Aflac to $7.05 from a prior forecast of $7.10.

πŸ’° The company reported Q1 revenue of $4.24 billion, representing a 27.9% year-over-year increase compared to the prior year period.

πŸ“Š Aflac posted quarterly EPS of $1.75, which missed analyst consensus estimates of $1.80 by $0.05.

🏦 The firm achieved a return on equity of 13.88% and a net margin of 25.60% during the reported quarter.

πŸ“ˆ Institutional investors showed confidence in Q4, with DNB Asset Management AS raising its stake by 51.3% to own 168,003 shares.

🏒 BIP Wealth LLC significantly increased its position by 348.3%, now holding 55,723 shares valued at approximately $6.1 million.

πŸ“‰ Director Joseph L. Moskowitz sold 12,370 shares in a transaction worth roughly $1.44 million on June 22nd.

πŸ›οΈ Major shareholder Post Holdings Co. Ltd. Japan reduced its position by 0.05% after selling 27,845 shares valued at over $3.2 million.

πŸ’Έ Corporate insiders collectively sold 744,916 shares worth $87.1 million over the last ninety days under Rule 10b5-1 plans.

πŸ“… Aflac paid a quarterly dividend of $0.61 per share on June 1st to investors of record as of May 20th.

πŸ“‰ The stock currently trades at a price-to-earnings ratio of 13.95 with a market cap of $62.55 billion.

πŸ›‘οΈ Aflac operates with a low debt-to-equity ratio of 0.26 and maintains liquidity ratios of 0.11 for both quick and current metrics.

Bullish Signals
  • Aflac reported revenue of $4.24 billion for the quarter, significantly beating analyst consensus estimates of $4.20 billion.
  • The company achieved a strong year-over-year revenue growth rate of 27.9% compared to the same quarter in the prior year.
  • Major institutional investors increased their stakes in Q4, with DNB Asset Management AS raising its position by 51.3% and BIP Wealth LLC increasing theirs by 348.3%.
  • The company maintains a healthy return on equity of 13.88% and a net margin of 25.60%, indicating efficient operations.
  • Aflac offers a consistent dividend yield of 2.0% with an annualized payout of $2.44 per share.
Risk Factors
  • The company missed quarterly earnings per share estimates by $0.05, reporting $1.75 against a consensus of $1.80.
  • Analyst DOWLING & PARTN has lowered its full-year 2026 EPS forecast to $7.05 from a previous estimate of $7.10.
  • Corporate insiders have been net sellers, with over $87 million in shares sold by insiders in the last ninety days.
Full Analysis
Analysts at DOWLING & PARTN have lowered their full-year 2026 earnings per share (EPS) forecast for Aflac Incorporated to $7.05, down from a previous estimate of $7.10. This revised projection sits slightly below the current market consensus of $7.07. The downgrade follows the company's recent quarterly report released on April 29th, where Aflac reported EPS of $1.75, missing analyst expectations of $1.80 by five cents. Despite the earnings miss, the financial services provider demonstrated strong top-line growth with revenue reaching $4.24 billion for the quarter, a 27.9% increase year-over-year that exceeded consensus estimates of $4.20 billion. The company maintained healthy profitability metrics, recording a return on equity of 13.88% and a net margin of 25.60%. Shares of Aflac are currently trading around $122.89, with a market capitalization of approximately $62.55 billion. Institutional ownership remains robust at 67.44%, with several major asset managers increasing their stakes in the fourth quarter, including DNB Asset Management AS and BIP Wealth LLC. However, insider activity has been mixed, with Director Joseph L. Moskowitz selling a significant portion of his holdings and corporate insiders collectively offloading over $87 million worth of stock in the last ninety days under pre-arranged trading plans. Aflac continues to distribute dividends to shareholders, having paid a quarterly dividend of $0.61 per share on June 1st with an ex-dividend date of May 20th. This payment represents an annualized yield of 2.0% and a payout ratio of 27.70%. The company provides supplemental insurance products designed to help policyholders manage out-of-pocket healthcare and living expenses through individual and group policies.