Jupiter Topco LLC Makes New Investment in Aflac Incorporated $AFL

Jupiter Topco LLC bought a new position in shares of Aflac Incorporated (NYSE:AFL) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 58,530 shares of the financial services provider’s stock, valued at approximately $6,862,000.

A number of other institutional investors have also made changes to their positions in the business. Whipplewood Advisors LLC bought a new position in Aflac during the first quarter worth $25,000. Groupe la Francaise acquired a new position in shares of Aflac in the first quarter valued at $25,000. Quarry LP bought a new position in shares of Aflac in the fourth quarter valued at about $25,000. Edmond DE Rothschild Holding S.A. bought a new position in shares of Aflac in the second quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in shares of Aflac during the 4th quarter worth about $29,000. 67.44% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on AFL shares. Morgan Stanley upped their price target on shares of Aflac from $120.00 to $125.00 and gave the company an “equal weight” rating in a research note on Thursday, May 21st. Wells Fargo & Company set a $122.00 price objective on shares of Aflac and gave the stock an “equal weight” rating in a research report on Wednesday, August 19th. Jefferies Financial Group restated a “hold” rating and set a $108.00 price objective (up from $100.00) on shares of Aflac in a report on Friday, July 10th. UBS Group reaffirmed a “neutral” rating and issued a $124.00 target price (up from $114.00) on shares of Aflac in a research report on Wednesday, July 8th. Finally, Weiss Ratings raised Aflac from a “buy (b+)” rating to a “buy (a-)” rating in a report on Friday, August 21st. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $116.62.

Insider Activity

In related news, major shareholder Post Holdings Co. Ltd. Japan sold 13,200 shares of the stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $117.35, for a total transaction of $1,549,020.00. Following the sale, the insider owned 50,752,390 shares of the company’s stock, valued at $5,955,792,966.50. This represents a 0.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 506,265 shares of company stock valued at $59,495,304 in the last three months. Insiders own 0.80% of the company’s stock.

Aflac Price Performance

NYSE:AFL opened at $116.66 on Monday. Aflac Incorporated has a 52 week low of $104.66 and a 52 week high of $130.22. The firm has a market cap of $58.49 billion, a price-to-earnings ratio of 12.50, a P/E/G ratio of 1.88 and a beta of 0.60. The firm’s 50-day simple moving average is $121.62 and its 200 day simple moving average is $116.23. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.12 and a current ratio of 0.12.

Aflac (NYSE:AFL) last issued its quarterly earnings data on Thursday, August 6th. The financial services provider reported $1.75 earnings per share for the quarter, missing the consensus estimate of $1.76 by ($0.01). Aflac had a return on equity of 13.27% and a net margin of 26.91%.The business had revenue of $4.22 billion during the quarter, compared to analyst estimates of $4.11 billion. During the same quarter last year, the firm earned $1.78 EPS. Aflac’s revenue for the quarter was down 1.0% compared to the same quarter last year. As a group, sell-side analysts predict that Aflac Incorporated will post 7.04 earnings per share for the current year.

Aflac Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Wednesday, August 19th will be paid a $0.61 dividend. This represents a $2.44 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Wednesday, August 19th. Aflac’s payout ratio is 26.15%.

Trending Headlines about Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac’s quarterly dividend remains a support for income-focused investors. The company declared a $0.61-per-share payment, equivalent to $2.44 annually and a yield of approximately 2.1%, with a relatively modest 26.15% payout ratio. A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
• Neutral Sentiment: Aflac’s valuation remains relatively moderate, with a price-to-earnings ratio near 12.5. However, analyst sentiment is mixed: the consensus rating is “Hold,” and the average price target of $116.62 is close to the stock’s recent trading level.
• Neutral Sentiment: Aflac’s recent quarterly results were mixed. Earnings of $1.75 per share narrowly missed estimates, while revenue of $4.22 billion exceeded expectations; revenue nevertheless declined 1% year over year and EPS fell from $1.78 in the prior-year quarter. Aflac stock steadies as Japan Post trims stake and mixed Q2 2026 results shape outlook
• Negative Sentiment: Japan Post Holdings has continued reducing its Aflac stake, selling 13,200 shares for approximately $1.55 million on August 26 and 12,700 shares for approximately $1.48 million on August 25. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, and each reduced its ownership by only 0.03%, limiting the immediate fundamental impact. However, the repeated sales may create a supply overhang and weigh on investor sentiment. Major AFLAC Stakeholder Makes Bold Move With Multimillion-Dollar Stock Sale

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.