Aflac (AFL) 10% Owner Ltd. Sells $1.4M of Stock
Japan Post Holdings sold 12,200 shares of Aflac on October 12, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Japan Post Holdings Co., Ltd., 10% Owner at Aflac Incorporated ($AFL), sold 12,200 shares at an average price of $115.85, worth about $1.41 million, on October 12, 2026. The trade was reported to the SEC in a Form 4 filing and was made under a pre-arranged Rule 10b5-1 trading plan.
Since the trade, $AFL is up 3.5% to date (from the $115.89 close on Oct 12, 2026).
AFL
Aflac Incorporated
Key Points
- Japan Post Holdings sold 12,200 shares of Aflac for about $1.41 million on October 12, 2026.
- The stock recently traded around $118.83, above its 50-day and 200-day moving averages.
- Aflac has a price-to-earnings ratio of 12.9 and a dividend yield of 2.07%.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Aflac Incorporated alert may contain errors. Disclosures
Japan Post Holdings Co., Ltd. sold 12,200 shares of Aflac Incorporated (NYSE: AFL) for about $1.41 million on October 12, 2026. This sale was part of a planned transaction, with Japan Post Holdings having a significant ownership stake in the company.
Inside Japan Post Holdings' Trade
Japan Post Holdings, a 10% owner of Aflac, sold 12,200 shares at an average price of $115.85. This transaction adds to its previous sales, which included 42,000 shares valued at $4.89 million and 55,000 shares sold at an average price of $117.79, both occurring shortly after this sale.
Other Institutional Activity in Aflac
Other institutional investors are also adjusting their positions in Aflac. Vanguard Portfolio Management LLC grew its holdings by 6,113,274 shares, ending with 24,356,406 shares worth about $2.92 billion. Meanwhile, Japan Post Holdings, Blackrock Inc., and Vanguard Capital Management LLC all reduced their stakes, with Japan Post Holdings decreasing its shares by 1,075,869, Blackrock Inc. cutting 1,288,859 shares, and Vanguard Capital Management lowering its position by 350,945 shares.
Aflac Incorporated Stock Up 0.7%
As of October 16, 2026, Aflac shares recently traded around $118.83, which is above both its 50-day moving average of $116.68 and its 200-day moving average of $115.26. However, the stock is still below its 52-week high of $130.22, indicating some room for growth.
Recent Earnings
Aflac reported trailing twelve-month revenue of approximately $18.07 billion and an EPS of $9.30. The company's next earnings report is scheduled for November 4, 2026, which will provide further insight into its financial health.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 2 cuts.
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EPS & revenue
EPS missed estimates by 4.4%. Revenue beat estimates by 1.1%.
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Profit surprise
Operating income beat by 13 percent.
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Pre-earnings setup
Bar was low, analysts cautious going in.
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Analyst signal
2 target raises, 2 target cuts.
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Earnings quality
Gross margin up 43.4 points. Operating margin up 24.2 points.
Earnings Call Summary
Aflac Japan delivered strong sales growth of 25.5 percent in the quarter, driven by new medical and cancer insurance products, though underlying earned premiums still declined 1.3 percent due to lapses of paid-up policies. In the United States, net earned premiums grew 3.5 percent with solid persistency of 79.3 percent. Management noted that Japan would need about 80 billion yen in annual sales to reach flat earned premium growth, versus 74 billion achieved in 2025.
Guidance Aflac expects Japan benefit ratio between 60 percent and 63 percent for the full year, roughly in line with first quarter results. For the United States, they forecast a benefit ratio of 42 percent to 52 percent. The company plans to continue share buybacks and dividend increases, returning $1.3 billion to shareholders in the first quarter alone.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Insider Buying and Selling at Aflac Incorporated
In addition to Japan Post Holdings' recent sale, other insiders have been active. On June 22, 2026, Joseph Moskowitz bought 20,303 shares at an average price of $44.59, showing a commitment to the company's future. Earlier that month, Japan Post Holdings sold 26,300 shares at an average price of $116.62 and 3,300 shares at $116.92, both planned transactions.
Analysts Set New Price Targets
Analysts have maintained their ratings on Aflac recently. On October 6, 2026, UBS kept a Neutral rating with a target price of $125.00, while Mizuho maintained an Underperform rating with a target of $107.00 on October 7, 2026. Wells Fargo also maintained an Equal-Weight rating with a target of $116.00 on the same day as Japan Post's sale, October 12, 2026.
About Aflac Incorporated
Aflac Incorporated, headquartered in Columbus, GA, provides supplemental health and life insurance products through its subsidiaries. Its operations are divided mainly between Aflac Japan and Aflac U.S., offering various insurance products, including cancer and medical insurance.
Bottom Line
Investors should watch for Aflac's upcoming earnings report on November 4, 2026, and keep an eye on any further insider trading activity, as it may indicate management's confidence in the company's future.
Related Filing Alerts
Source: Japan Post Holdings Co., Ltd.'s Form 4 filing on $AFL (Oct 12, 2026). Find the original filing: AFL Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts