OMERS ADMINISTRATION Corp Acquires New Shares in Aflac Incorporated $AFL

OMERS ADMINISTRATION Corp bought a new position in shares of Aflac Incorporated (NYSE:AFL) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 227,928 shares of the financial services provider’s stock, valued at approximately $26,725,000.

A number of other institutional investors have also added to or reduced their stakes in AFL. Brighton Jones LLC lifted its position in shares of Aflac by 64.4% in the 4th quarter. Brighton Jones LLC now owns 14,570 shares of the financial services provider’s stock worth $1,507,000 after purchasing an additional 5,708 shares during the period. Bison Wealth LLC lifted its holdings in Aflac by 4.3% during the fourth quarter. Bison Wealth LLC now owns 4,402 shares of the financial services provider’s stock worth $455,000 after buying an additional 183 shares during the period. WINTON GROUP Ltd bought a new stake in Aflac during the 2nd quarter valued at $280,000. Sei Investments Co. increased its holdings in shares of Aflac by 11.2% in the 2nd quarter. Sei Investments Co. now owns 150,334 shares of the financial services provider’s stock valued at $15,854,000 after acquiring an additional 15,105 shares during the period. Finally, Main Street Financial Solutions LLC increased its holdings in shares of Aflac by 1.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 11,953 shares of the financial services provider’s stock valued at $1,261,000 after acquiring an additional 192 shares during the period. Hedge funds and other institutional investors own 67.44% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Wolfe Research assumed coverage on Aflac in a research note on Wednesday. They set an “underperform” rating and a $103.00 price objective for the company. UBS Group reiterated a “neutral” rating and issued a $124.00 target price (up from $114.00) on shares of Aflac in a report on Wednesday, July 8th. Keefe, Bruyette & Woods increased their price target on shares of Aflac from $120.00 to $125.00 and gave the company a “market perform” rating in a research report on Tuesday, August 11th. Wells Fargo & Company set a $122.00 price target on shares of Aflac and gave the company an “equal weight” rating in a report on Wednesday. Finally, Weiss Ratings raised shares of Aflac from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Aflac presently has a consensus rating of “Hold” and a consensus target price of $116.62.

Aflac Stock Up 0.0%

Aflac stock opened at $116.12 on Monday. Aflac Incorporated has a 1-year low of $104.66 and a 1-year high of $130.22. The business has a fifty day moving average price of $121.55 and a 200-day moving average price of $116.15. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.12 and a quick ratio of 0.12. The stock has a market capitalization of $58.22 billion, a price-to-earnings ratio of 12.45, a PEG ratio of 1.87 and a beta of 0.60.

Aflac (NYSE:AFL) last announced its earnings results on Thursday, August 6th. The financial services provider reported $1.75 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.76 by ($0.01). Aflac had a net margin of 26.91% and a return on equity of 13.27%. The business had revenue of $4.22 billion for the quarter, compared to analyst estimates of $4.11 billion. During the same period in the prior year, the company earned $1.78 earnings per share. The company’s quarterly revenue was down 1.0% on a year-over-year basis. Equities research analysts forecast that Aflac Incorporated will post 7.04 EPS for the current fiscal year.

Aflac Dividend Announcement

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

Key Headlines Impacting Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac’s quarterly dividend is $0.61 per share, or $2.44 annualized, providing a yield of roughly 2.1%. The company has a long record of dividend growth and a relatively low payout ratio of about 26%, supporting its appeal as a defensive income stock.
• Neutral Sentiment: Recent earnings were mixed: quarterly revenue of $4.22 billion exceeded analyst expectations of $4.11 billion, but earnings per share of $1.75 narrowly missed the $1.76 consensus. Revenue declined 1% year over year and EPS fell from $1.78 in the prior-year quarter, limiting fundamental momentum.
• Neutral Sentiment: Wall Street’s overall view remains cautious, with a consensus rating of “Hold” and an average price target near $116.62. Some analysts remain constructive, including Piper Sandler with a $138 target, while others maintain neutral or underweight ratings.
• Negative Sentiment: Wolfe Research initiated coverage with an “underperform” rating and a $103 price target, implying meaningful downside from recent trading levels. The call adds to existing concerns from Barclays and JPMorgan, which also have cautious ratings or targets. Wolfe Research Starts Aflac at Underperform
• Negative Sentiment: Japan Post Holdings, Aflac’s major shareholder, sold another 12,700 shares on August 19 for approximately $1.49 million, following sales of 14,200 shares on August 18 and 13,900 shares on August 17. The transactions were conducted under a pre-arranged Rule 10b5-1 plan and represent only a small reduction in its stake, but the repeated selling may weigh on investor sentiment. Aflac SEC Insider Filing

Insider Activity at Aflac

In related news, major shareholder Post Holdings Co. Ltd. Japan sold 63,000 shares of Aflac stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $118.12, for a total value of $7,441,560.00. Following the completion of the sale, the insider directly owned 51,169,435 shares in the company, valued at $6,044,133,662.20. This trade represents a 0.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 497,625 shares of company stock valued at $58,356,483. Company insiders own 0.80% of the company’s stock.

Aflac 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.