Harbour Investments Inc. Buys 11,032 Shares of Aflac Incorporated $AFL

Harbour Investments Inc. grew its stake in Aflac Incorporated (NYSE:AFL) by 147.0% in the 4th quarter, Holdings Channel reports. The firm owned 18,537 shares of the financial services provider’s stock after purchasing an additional 11,032 shares during the period. Harbour Investments Inc.’s holdings in Aflac were worth $2,044,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Navalign LLC bought a new position in shares of Aflac in the 4th quarter worth about $32,000. Darwin Wealth Management LLC bought a new position in shares of Aflac in the 2nd quarter worth about $33,000. Activest Wealth Management increased its stake in shares of Aflac by 95.6% in the 4th quarter. Activest Wealth Management now owns 311 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 152 shares in the last quarter. Westside Investment Management Inc. increased its stake in shares of Aflac by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 324 shares of the financial services provider’s stock worth $36,000 after acquiring an additional 162 shares in the last quarter. Finally, Park Square Financial Group LLC increased its stake in shares of Aflac by 80.6% in the 4th quarter. Park Square Financial Group LLC now owns 354 shares of the financial services provider’s stock worth $37,000 after acquiring an additional 158 shares in the last quarter. 67.44% of the stock is currently owned by institutional investors.

Key Aflac News

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac issued yen-denominated senior notes totaling ¥65.9 billion, which suggests it is proactively managing its balance sheet and may be seeking financial flexibility for capital needs or refinancing. Aflac Issues Yen-Denominated Senior Notes for Flexibility
• Positive Sentiment: Analysts at DOWLING & PARTN raised earnings expectations for Aflac, forecasting FY2026 EPS of $7.10, FY2027 EPS of $7.55, and FY2028 EPS of $8.05, all above current consensus for the near term.
• Positive Sentiment: The company continues to support investors with a quarterly dividend of $0.61 per share, reinforcing its income appeal.
• Neutral Sentiment: A major shareholder, Post Holdings Co. Ltd. Japan, and EVP Steven Kent Beaver both disclosed stock sales. The sales were made under pre-arranged plans, which often limits their interpretive value, but frequent insider selling can still create a cautious tone. SEC filing for Post Holdings sale SEC filing for Steven Kent Beaver sale
• Neutral Sentiment: Recent analyst commentary remains mixed, with several firms holding neutral or underweight views and a consensus rating of “Hold,” suggesting limited immediate upside conviction.
• Negative Sentiment: Recent insider selling by both a major shareholder and an executive may be weighing on sentiment, especially since the stock has been near its recent highs and investors may be looking for stronger near-term catalysts. Insider selling alert
• Negative Sentiment: The latest earnings report missed EPS estimates by $0.05, which remains a modest headwind for the stock even though revenue came in ahead of expectations. Aflac earnings results

Insider Activity at Aflac

In other news, Director Thomas J. Kenny sold 1,740 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $116.57, for a total transaction of $202,831.80. Following the sale, the director owned 13,219 shares of the company’s stock, valued at $1,540,938.83. This trade represents a 11.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Arthur Reginald Collins sold 2,300 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $116.55, for a total transaction of $268,065.00. Following the sale, the director directly owned 6,186 shares in the company, valued at approximately $720,978.30. The trade was a 27.10% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 899,036 shares of company stock worth $101,809,671. 0.80% of the stock is owned by insiders.

Aflac Stock Performance

Shares of AFL stock opened at $112.63 on Friday. Aflac Incorporated has a one year low of $96.95 and a one year high of $119.81. The company’s 50-day moving average is $112.99 and its 200 day moving average is $111.78. The company has a market capitalization of $57.33 billion, a price-to-earnings ratio of 12.78, a price-to-earnings-growth ratio of 2.01 and a beta of 0.62. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.11 and a current ratio of 0.11.

Aflac (NYSE:AFL) last announced its quarterly earnings data on Wednesday, April 29th. The financial services provider reported $1.75 EPS for the quarter, missing the consensus estimate of $1.80 by ($0.05). Aflac had a net margin of 25.60% and a return on equity of 13.88%. The firm had revenue of $4.24 billion for the quarter, compared to analysts’ expectations of $4.20 billion. During the same period last year, the company posted $1.66 earnings per share. The business’s revenue for the quarter was up 27.9% compared to the same quarter last year. Sell-side analysts expect that Aflac Incorporated will post 7.08 EPS for the current fiscal year.

Aflac Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Wednesday, May 20th will be issued a dividend of $0.61 per share. This represents a $2.44 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Wednesday, May 20th. Aflac’s dividend payout ratio (DPR) is presently 27.70%.

Analyst Ratings Changes

AFL has been the subject of several research reports. Evercore upgraded shares of Aflac from a “strong sell” rating to a “strong-buy” rating in a research note on Thursday, April 9th. UBS Group decreased their price target on shares of Aflac from $116.00 to $114.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Piper Sandler reiterated an “overweight” rating and issued a $130.00 price target (up from $125.00) on shares of Aflac in a research note on Tuesday. Wall Street Zen upgraded shares of Aflac from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Wells Fargo & Company decreased their price target on shares of Aflac from $116.00 to $111.00 and set an “equal weight” rating for the company in a research note on Tuesday, May 5th. Two research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $112.27.

About Aflac

Aflac Incorporated (American Family Life Assurance Company of Columbus) is a provider of supplemental insurance products designed to help policyholders manage out-of-pocket health care and living expenses. The company underwrites a range of individual and group policies that typically pay cash benefits directly to insureds when covered events occur, enabling greater financial flexibility for medical treatment, hospital stays, critical illness, and related costs. Aflac’s product mix includes supplemental health insurance, life insurance and other specialty coverages intended to complement primary medical plans.

Founded in the mid-20th century and headquartered in Columbus, Georgia, Aflac distributes its products through a combination of employer-sponsored programs, independent brokers and agents, and direct marketing.