Insider Trading June 12, 2026 09:01 AM

Japan Post Holdings Sells $3.1 Million in Aflac Shares Amid Recent Corporate Developments

Japanese financial conglomerate reduces stake as Aflac reports Q1 results and expands operations

By Sofia Navarro
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Japan Post Holdings Co., Ltd., which maintains a 10% ownership stake in Aflac Inc., disclosed the sale of approximately $3.1 million worth of Aflac common stock through two separate transactions on June 10, 2026. The divestment brings the holding company's indirect ownership to 51,116,235 shares, held via J&A Alliance Holdings Corporation. This transaction occurs alongside Aflac's recent first-quarter 2026 earnings report, which showed revenue beats despite an EPS miss, and the company's operational expansion into Maine.

Japan Post Holdings Sells $3.1 Million in Aflac Shares Amid Recent Corporate Developments
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Key Points

  • Japan Post Holdings Co., Ltd. reduced its stake in Aflac Inc. by selling 26,500 shares across two transactions on June 10, 2026, bringing its indirect holding to 51,116,235 shares.
  • Aflac Inc. reported first-quarter 2026 earnings that missed EPS estimates but significantly beat revenue projections, while also expanding operations with a new office in Maine.
  • Aflac stock is trading near its 52-week high, with a 15.89% one-year return, and has raised its dividend for 42 consecutive years, indicating strong shareholder returns.

Japan Post Holdings Co., Ltd., a significant 10% owner of Aflac Inc., has disclosed a reduction in its position through the sale of Aflac common stock. The transactions, totaling approximately $3.1 million, were executed on June 10, 2026, and formally reported via a Form 4 filing with the Securities and Exchange Commission.

The divestment involved two distinct transactions totaling 26,500 shares. The first transaction consisted of 4,797 shares sold at a weighted average price of $116.25 per share, with the execution prices ranging between $115.84 and $116.83. A second, separate transaction saw the sale of 21,703 shares at a weighted average price of $117.16 per share, with prices for these shares ranging from $116.845 to $117.635.

Following these sales, Japan Post Holdings Co., Ltd. indirectly holds 51,116,235 shares of Aflac common stock. The reported securities are held directly by J&A Alliance Holdings Corporation, acting as the trustee of the J&A Alliance Trust. Japan Post Holdings Co., Ltd. may be deemed to beneficially own these shares due to its role as the sole settlor and beneficiary of the Trust, though it disclaims beneficial ownership except to the extent of its pecuniary interest.

The sale takes place as Aflac stock trades near its 52-week high of $119.81. Over the past year, shares have delivered a 15.89% return. According to InvestingPro analysis, the stock currently appears undervalued relative to its Fair Value. The insurance giant has raised its dividend for 42 consecutive years, one of several key insights available in the comprehensive Pro Research Report covering AFL and 1,400+ other US equities.

In other recent news, Aflac Incorporated reported its first-quarter 2026 earnings, revealing a slight miss on earnings per share (EPS) but a significant beat on revenue. The company’s adjusted EPS was $1.75, falling short of the forecasted $1.80. However, Aflac exceeded revenue expectations with $4.35 billion, surpassing the projected $4.18 billion.

Shareholders recently held their annual meeting, where they approved all company proposals except for a measure seeking an independent board chairman. During the meeting, 11 directors were elected to the board, and the appointment of KPMG LLP as Aflac’s independent registered public accounting firm was ratified. Additionally, Aflac announced the opening of a new office in South Portland, Maine, to administer the state’s Paid Family and Medical Leave program. This facility will provide claims administration services for over 500,000 eligible workers in Maine. These developments highlight Aflac’s ongoing business activities and strategic decisions.

Risks

  • The slight miss on adjusted EPS ($1.75 vs. $1.80 forecast) may indicate margin pressure or operational challenges in the insurance sector.
  • The rejection of the measure seeking an independent board chairman at the annual meeting suggests potential governance tensions or shareholder dissatisfaction with current board structure.
  • The sale of shares by a major 10% owner like Japan Post Holdings could signal internal valuation concerns or portfolio rebalancing, impacting investor sentiment.

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