Aflac Incorporated

(New York Stock Exchange)
Back to all articles
Neutral 0

Post Holdings Co. Ltd. Japan Sells 14,000 Shares of Aflac (NYSE:AFL) Stock

AI-generated analysis

πŸ“‰ Post Holdings Co. Ltd. Japan sold 14,000 shares of Aflac for $1.61 million on September 11th under a pre-arranged trading plan.

πŸ’° The insider still holds approximately 50.6 million shares, valued at roughly $5.83 billion following the sale.

πŸ“Š Aflac reported Q2 EPS of $1.75, missing analyst estimates by $0.01 despite revenue beating expectations at $4.22 billion.

πŸ’Έ The company paid a quarterly dividend of $0.61 on August 19th, representing an annualized yield of 2.1%.

πŸ“ˆ Piper Sandler reaffirmed an 'overweight' rating and raised its price target to $138.00 for Aflac shares.

πŸ“‰ Wolfe Research initiated coverage with an 'underperform' rating and a $103.00 price target on the stock.

🏦 Institutional ownership stands at 67.44%, with several funds like Archer Investment Corp adding small new positions.

πŸ“‰ Revenue declined 1.0% year-over-year to $4.22 billion, though net margins remained strong at 26.91%.

Bullish Signals
  • Aflac reported revenue of $4.22 billion for the quarter, which beat analyst consensus estimates of $4.11 billion.
  • The company achieved a net margin of 26.91% and a return on equity of 13.27% during the reporting period.
  • Piper Sandler reaffirmed an 'overweight' rating and increased its price objective to $138.00 from $130.00.
  • Keefe, Bruyette & Woods raised their price target on Aflac shares from $120.00 to $125.00.
  • The company declared a quarterly dividend of $0.61 per share with an annualized yield of 2.1%.
Risk Factors
  • Aflac's EPS of $1.75 missed analysts' consensus estimates by $0.01 for the quarter.
  • Revenue declined by 1.0% on a year-over-year basis to $4.22 billion.
  • Wolfe Research issued an 'underperform' rating with a price target of $103.00.
  • Wall Street Zen downgraded Aflac from a 'hold' rating to a 'sell' rating.
  • The consensus average analyst rating for the stock is currently 'Hold' with a target price of $116.62.
Full Analysis
Post Holdings Co. Ltd. Japan, a major shareholder owning over 50 million shares of Aflac, sold 14,000 shares on September 11th for approximately $1.61 million. Executed under a pre-arranged Rule 10b5-1 trading plan, this transaction represents a negligible 0.03% decrease in the insider's position, leaving them with holdings valued at roughly $5.83 billion. Aflac reported its quarterly earnings on August 6th, posting EPS of $1.75 which slightly missed analyst consensus estimates of $1.76. However, revenue came in at $4.22 billion, beating the expected $4.11 billion, with a net margin of 26.91% and a return on equity of 13.27%. Year-over-year revenue declined by 1.0%, while the company recently paid a quarterly dividend of $0.61 per share. Wall Street sentiment remains mixed regarding Aflac's stock prospects. While Piper Sandler raised its price objective to $138.00 and Keefe, Bruyette & Woods increased their target to $125.00, Wolfe Research issued an 'underperform' rating with a $103.00 target, and Wall Street Zen downgraded the stock to a 'sell'. The consensus average rating is currently 'Hold' with a target price of $116.62.