Insider Trading March 23, 2026

Japan Post Holdings Disposes of Aflac Shares Worth $1.08 Million

10,100 Aflac shares sold March 19; company's Q4 2025 results show mixed signals as analyst keeps Underperform

By Leila Farooq AFL
Japan Post Holdings Disposes of Aflac Shares Worth $1.08 Million
AFL

Japan Post Holdings Co., Ltd., identified as a ten-percent owner of Aflac Inc. (NYSE: AFL), sold 10,100 shares of Aflac common stock on March 19, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The two transactions generated $1.08 million in proceeds. Aflac reported mixed fourth-quarter 2025 results, with earnings per share below estimates while revenue topped expectations, and Mizuho maintained an Underperform rating despite raising its price target.

Key Points

  • Japan Post Holdings sold 10,100 Aflac shares on March 19, 2026, in two transactions totaling $1.08 million.
  • Aflac reported mixed Q4 2025 results: EPS of $1.57 fell short of the $1.70 estimate, while revenue topped forecasts at $4.87 billion versus $4.28 billion.
  • Mizuho raised its price target from $104.00 to $107.00 but kept an Underperform rating and projects a -6% return; Aflac offers a 2.3% dividend yield and has raised dividends for 42 consecutive years.

Japan Post Holdings Co., Ltd. executed two sales of Aflac Inc. common stock on March 19, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The combined transactions totaled 10,100 shares and produced proceeds of $1.08 million.

The larger of the two trades involved 8,800 shares sold at a weighted average price of $107.28, with transaction prices spanning $106.74 to $107.73. The smaller block consisted of 1,300 shares sold at a weighted average price of $108.28, with prices ranging from $107.75 to $108.62.

After these dispositions, Japan Post Holdings indirectly holds 52,078,600 shares of Aflac. The filing characterizes Japan Post Holdings as a ten-percent owner of Aflac.

At the time of the filing, Aflac shares were trading at $107.14, reflecting a market capitalization of $55.2 billion and a price-to-earnings ratio of 15.57. The company also reports a long-standing dividend record, having raised its dividend for 42 consecutive years and offering a current yield of 2.3%, according to InvestingPro.

Separately, Aflac released fourth-quarter 2025 results that presented a mixed picture. Earnings per share for the quarter came in at $1.57, missing the consensus estimate of $1.70. Revenue, by contrast, beat expectations, reaching $4.87 billion versus a forecast of $4.28 billion, a 13.79% upside to the revenue projection.

Analyst action accompanied the earnings report. Mizuho adjusted its price target on Aflac from $104.00 to $107.00, while retaining an Underperform rating. The firm noted the price-target change as a valuation roll-forward and continues to anticipate a negative 6% return for the stock.

These items - the Japan Post Holdings sale, the quarterly earnings gap between EPS and revenue, and the maintained Underperform rating with a revised price target - are the discrete facts disclosed in filings and public results. The available documentation does not provide additional commentary on motives behind the share sales or on forward guidance beyond the figures and analyst action cited.

Risks

  • Earnings per share for Q4 2025 missed expectations ($1.57 actual vs. $1.70 forecast) - a shortfall that could weigh on investor sentiment in the insurance and financials sectors.
  • Mizuho retained an Underperform rating and expects a negative 6% return despite a higher price target, signaling continued analyst skepticism that could pressure market demand for Aflac shares.
  • The Form 4 discloses the disposition of 10,100 shares by a ten-percent owner, but no motive for the sale is provided in the filing, leaving uncertainty for equity investors and market observers.

More from Insider Trading

Cohen & Co EVP Joseph W. Pooler Jr. Sells $115,821 in Shares Mar 23, 2026 Horizon Kinetics Adds Single Share to Texas Pacific Land Stake as Analysts Raise Targets Mar 23, 2026 Equity Bancshares CHRO Disposes of $19,768 in Class A Shares Mar 23, 2026 Renn Fund Executive Murray Stahl Buys 1,134 Shares Worth $3,696 Mar 23, 2026 Kaltura Director Disposes of 131,873 Shares; Q4 2025 Results and Valuation Claims Highlighted Mar 23, 2026