Insider Trading March 24, 2026

Japan Post Holdings Disposes $1.79M of Aflac Stock in Two Trades

Sale reduces block of Aflac shares while the insurer posts mixed Q4 2025 results and trades near fair value

By Marcus Reed AFL
Japan Post Holdings Disposes $1.79M of Aflac Stock in Two Trades
AFL

Japan Post Holdings sold 16,800 shares of Aflac Inc. on March 20, 2026, in two separate transactions totaling $1.79 million. The trades left Japan Post Holdings with a direct stake of 52,061,800 shares. The disposition occurred as Aflac traded close to an InvestingPro fair value estimate of $106.05 and after the company reported mixed fourth-quarter 2025 results and received an adjusted price target from Mizuho.

Key Points

  • Japan Post Holdings sold 16,800 Aflac shares on March 20, 2026, in two transactions totaling $1.79 million.
  • After the sales, Japan Post Holdings directly holds 52,061,800 shares of Aflac.
  • Aflac is trading near an InvestingPro fair value estimate of $106.05; company metrics include a $54.9 billion market cap, a P/E of 15.67 and a 2.29% dividend yield.

Japan Post Holdings Co., Ltd. executed two sell orders for common stock of Aflac Inc. (NYSE: AFL) on March 20, 2026, disposing of a total of 16,800 shares for aggregate proceeds of $1.79 million.

The larger of the two transactions was for 14,851 shares, where the weighted average sale price ranged from $106.14 to $107.07 and the realized price was $106.33. The smaller transaction covered 1,949 shares, with a weighted average sale price between $107.23 and $107.935 and a realized price of $107.53.

Following these sales, Japan Post Holdings' direct ownership in Aflac stands at 52,061,800 shares.


Valuation and market metrics

The sale comes while Aflac's market trading sits near an InvestingPro fair value estimate of $106.05, a level that the InvestingPro commentary characterizes as indicating the stock is fairly valued. Market statistics provided alongside the valuation note list Aflac’s market capitalization at $54.9 billion, a price-to-earnings ratio of 15.67 and a dividend yield of 2.29%.

InvestingPro Tips cited in the same material note that Aflac has increased its dividend for 42 consecutive years. That dividend streak is identified as one of seven supplemental tips available to subscribers, who also gain access to Pro Research Reports that summarize key investment metrics.


Recent financial results and analyst action

Aflac reported fourth-quarter 2025 results that were mixed versus expectations. Earnings per share came in at $1.57, below the consensus forecast of $1.70, which the report quantifies as a 7.65% negative surprise. Revenue for the quarter was $4.87 billion, above the $4.28 billion forecast and described as a 13.79% positive surprise.

Separately, Mizuho revised its price target for Aflac to $107 from $104 but retained an Underperform rating. The firm indicated the adjusted target reflects a valuation roll-forward while continuing to anticipate a negative 6% return for the stock.


These recorded insider sales, the company's latest quarterly results and the analyst update together provide investors with recent transactional, operating and market-valuation information relevant to Aflac's current profile.

Risks

  • Aflac reported a fourth-quarter 2025 EPS that missed expectations, which could affect near-term investor sentiment - impacting the insurance and financial sectors.
  • An analyst retained an Underperform rating and projects a negative 6% return despite raising the price target, reflecting continued uncertainty in near-term market outlook for the stock - affecting investors and equity markets.

More from Insider Trading

Kaltura CEO Increases Stake with $49,626 Stock Purchase Mar 24, 2026 Photronics Director Sells $358,000 of PLAB Shares; Company Posts Q1 Beat Mar 24, 2026 Fold Holdings CFO Sells Small Stake to Cover Taxes as Company Faces Revenue Shortfall Mar 23, 2026 Fold Holdings CTO Sells Small Stake to Cover RSU Tax Withholding Mar 23, 2026 Immunome Director Disposes $1.34M in Shares Across Two Trades Mar 23, 2026