Maj Invest Holding A S Cuts Stock Holdings in Aflac Incorporated $AFL

Maj Invest Holding A S decreased its stake in shares of Aflac Incorporated (NYSE:AFL) by 10.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 513,359 shares of the financial services provider’s stock after selling 61,154 shares during the period. Aflac comprises about 2.7% of Maj Invest Holding A S’s holdings, making the stock its 17th largest position. Maj Invest Holding A S’s holdings in Aflac were worth $60,191,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Valeo Financial Advisors LLC raised its position in Aflac by 4.0% in the 2nd quarter. Valeo Financial Advisors LLC now owns 16,952 shares of the financial services provider’s stock valued at $1,988,000 after buying an additional 655 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in Aflac by 9.3% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 6,475 shares of the financial services provider’s stock worth $759,000 after acquiring an additional 549 shares during the last quarter. Beacon Investment Advisory Services Inc. boosted its holdings in Aflac by 12.0% during the 2nd quarter. Beacon Investment Advisory Services Inc. now owns 5,005 shares of the financial services provider’s stock worth $587,000 after acquiring an additional 537 shares during the last quarter. Kwmg LLC grew its stake in shares of Aflac by 1.2% in the 2nd quarter. Kwmg LLC now owns 76,499 shares of the financial services provider’s stock worth $8,969,000 after acquiring an additional 931 shares in the last quarter. Finally, Cooper Financial Group bought a new stake in shares of Aflac in the 2nd quarter worth $200,000. Institutional investors own 67.44% of the company’s stock.

Aflac Stock Down 1.6%

Shares of NYSE:AFL opened at $124.64 on Friday. Aflac Incorporated has a 1 year low of $101.49 and a 1 year high of $130.22. The company has a market capitalization of $63.44 billion, a PE ratio of 13.36, a price-to-earnings-growth ratio of 1.92 and a beta of 0.60. The business has a fifty day moving average price of $120.72 and a two-hundred day moving average price of $115.37. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.11 and a quick ratio of 0.11.

Aflac (NYSE:AFL) last released its earnings results on Thursday, August 6th. The financial services provider reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $1.76 by ($0.01). The business had revenue of $4.22 billion for the quarter, compared to the consensus estimate of $4.11 billion. Aflac had a return on equity of 13.37% and a net margin of 26.91%.The company’s revenue for the quarter was down 1.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.78 earnings per share. Analysts forecast that Aflac Incorporated will post 7.05 earnings per share for the current year.

Aflac Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Wednesday, August 19th will be issued a dividend of $0.61 per share. This represents a $2.44 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Wednesday, August 19th. Aflac’s dividend payout ratio (DPR) is 26.15%.

Key Headlines Impacting Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac declared a quarterly dividend of $0.61 per share, payable September 1 to shareholders of record on August 19. The dividend represents an annualized payout of approximately $2.44 per share and a yield near 2.0%, supporting the stock’s income appeal. Aflac Announces Second Quarter 2026 Results and Dividend
• Positive Sentiment: Second-quarter revenue reached $4.22 billion, exceeding the roughly $4.11 billion consensus estimate. Management also highlighted solid U.S. sales, strong policy persistency and ongoing capital returns as signs of underlying business stability. Aflac Misses Q2 EPS Estimates Despite Solid US Sales Growth
• Neutral Sentiment: Aflac’s quarterly earnings call and presentation provided additional details on operating trends, sales momentum and financial performance for investors assessing the company’s outlook. Aflac Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings were $1.75 per share, below analyst estimates ranging from $1.76 to $1.79 and down from $1.78 a year earlier. Lower investment income and unfavorable foreign-exchange effects, including a stronger dollar, weighed on profitability. Aflac Q2 Earnings Lag Estimates
• Negative Sentiment: Revenue declined approximately 1.0% year over year, while the earnings shortfall reinforces concerns about near-term investment income and currency headwinds. These factors likely explain the negative investor reaction despite the revenue beat. Aflac Q2 Earnings Snapshot

Insider Activity

In other Aflac news, Director Joseph L. Moskowitz sold 12,370 shares of Aflac stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $116.54, for a total value of $1,441,599.80. Following the sale, the director owned 33,310 shares of the company’s stock, valued at approximately $3,881,947.40. The trade was a 27.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, major shareholder Post Holdings Co. Ltd. Japan sold 27,845 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $116.71, for a total transaction of $3,249,789.95. Following the transaction, the insider directly owned 50,898,490 shares of the company’s stock, valued at $5,940,362,767.90. This represents a 0.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 744,073 shares of company stock worth $87,022,570. Insiders own 0.80% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on AFL. Wall Street Zen upgraded shares of Aflac from a “sell” rating to a “hold” rating in a report on Saturday, May 9th. Wells Fargo & Company boosted their price target on shares of Aflac from $111.00 to $120.00 and gave the stock an “equal weight” rating in a report on Thursday, July 9th. UBS Group reaffirmed a “neutral” rating and issued a $124.00 price objective (up from $114.00) on shares of Aflac in a research report on Wednesday, July 8th. JPMorgan Chase & Co. increased their price objective on shares of Aflac from $108.00 to $117.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. Finally, Jefferies Financial Group reissued a “hold” rating and set a $108.00 target price (up from $100.00) on shares of Aflac in a research report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $116.25.

Aflac Company Profile

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.