Maj Invest Holding A S Has $60.19 Million Stock Position in Aflac Incorporated $AFL

Key Points

• Maj Invest Holding A/S trimmed its Aflac position by 10.6% in the second quarter, selling 61,154 shares. It still held 513,359 shares worth approximately $60.19 million, representing 2.7% of its portfolio.
• Aflac reported quarterly revenue of $4.22 billion, above estimates, but earnings of $1.75 per share narrowly missed expectations and declined from $1.78 a year earlier. Analysts maintain a consensus “Hold” rating with a $116.25 target price.
• The company declared a quarterly dividend of $0.61 per share, equivalent to $2.44 annually and a yield of about 2.0%. Institutional investors own 67.44% of Aflac, while insiders have sold 744,073 shares over the past 90 days.

Maj Invest Holding A S trimmed its position in shares of Aflac Incorporated (NYSE:AFL - Free Report) by 10.6% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 513,359 shares of the financial services provider's stock after selling 61,154 shares during the period. Aflac makes up approximately 2.7% of Maj Invest Holding A S's investment portfolio, making the stock its 17th largest position. Maj Invest Holding A S owned about 0.10% of Aflac worth $60,191,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Aflac by 13.4% in the fourth quarter. Vanguard Group Inc. now owns 57,142,072 shares of the financial services provider's stock valued at $6,301,056,000 after buying an additional 6,759,169 shares during the period. Dimensional Fund Advisors LP boosted its position in Aflac by 1.5% during the first quarter. Dimensional Fund Advisors LP now owns 4,550,855 shares of the financial services provider's stock valued at $499,216,000 after acquiring an additional 67,650 shares during the last quarter. Norges Bank acquired a new stake in Aflac during the 4th quarter worth about $420,078,000. Amundi grew its holdings in Aflac by 22.6% during the 1st quarter. Amundi now owns 3,268,209 shares of the financial services provider's stock worth $358,555,000 after acquiring an additional 603,426 shares during the period. Finally, First Trust Advisors LP raised its position in shares of Aflac by 161.9% in the 1st quarter. First Trust Advisors LP now owns 3,184,801 shares of the financial services provider's stock worth $349,405,000 after acquiring an additional 1,968,738 shares in the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Aflac news, major shareholder Post Holdings Co. Ltd. Japan sold 27,845 shares of the firm's stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $116.71, for a total value of $3,249,789.95. Following the transaction, the insider directly owned 50,898,490 shares of the company's stock, valued at approximately $5,940,362,767.90. This trade represents a 0.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Joseph L. Moskowitz sold 12,370 shares of Aflac stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $116.54, for a total transaction of $1,441,599.80. Following the transaction, the director owned 33,310 shares of the company's stock, valued at $3,881,947.40. This represents a 27.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 744,073 shares of company stock valued at $87,022,570 in the last 90 days. 0.80% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AFL. 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. Piper Sandler reaffirmed an "overweight" rating and set a $130.00 price objective (up from $125.00) on shares of Aflac in a research report on Tuesday, May 26th. Barclays reiterated an "underweight" rating and issued a $99.00 price objective (up from $98.00) on shares of Aflac in a research note on Friday. Weiss Ratings downgraded shares of Aflac from a "buy (a-)" rating to a "buy (b+)" rating in a research report on Friday. Finally, Mizuho set a $112.00 target price on shares of Aflac in a research note on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Aflac has an average rating of "Hold" and a consensus target price of $116.25.

Aflac Stock Down 1.6%

Shares of NYSE:AFL opened at $124.64 on Friday. The business's 50 day simple moving average is $120.72 and its two-hundred day simple moving average is $115.37. The firm has a market cap of $63.44 billion, a P/E ratio of 13.36, a PEG ratio of 1.92 and a beta of 0.60. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.11 and a current ratio of 0.11. Aflac Incorporated has a 52-week low of $101.49 and a 52-week high of $130.22.

Aflac (NYSE:AFL - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The financial services provider reported $1.75 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 13.37%. The firm had revenue of $4.22 billion for the quarter, compared to the consensus estimate of $4.11 billion. During the same quarter in the prior year, the firm earned $1.78 EPS. The company's revenue was down 1.0% compared to the same quarter last year. As a group, research analysts forecast that Aflac Incorporated will post 7.05 EPS for the current fiscal year.

Aflac Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Wednesday, August 19th will be given a $0.61 dividend. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $2.44 annualized dividend and a yield of 2.0%. Aflac's dividend payout ratio (DPR) is presently 26.15%.

Aflac News Roundup

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: Aflac declared a quarterly dividend of $0.61 per share, payable September 1 to shareholders of record on August 19. The dividend represents an annualized payout of approximately $2.44 per share and a yield near 2.0%, supporting the stock’s income appeal. Aflac Announces Second Quarter 2026 Results and Dividend
• Positive Sentiment: Second-quarter revenue reached $4.22 billion, exceeding the roughly $4.11 billion consensus estimate. Management also highlighted solid U.S. sales, strong policy persistency and ongoing capital returns as signs of underlying business stability. Aflac Misses Q2 EPS Estimates Despite Solid US Sales Growth
• Neutral Sentiment: Aflac’s quarterly earnings call and presentation provided additional details on operating trends, sales momentum and financial performance for investors assessing the company’s outlook. Aflac Q2 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings were $1.75 per share, below analyst estimates ranging from $1.76 to $1.79 and down from $1.78 a year earlier. Lower investment income and unfavorable foreign-exchange effects, including a stronger dollar, weighed on profitability. Aflac Q2 Earnings Lag Estimates
• Negative Sentiment: Revenue declined approximately 1.0% year over year, while the earnings shortfall reinforces concerns about near-term investment income and currency headwinds. These factors likely explain the negative investor reaction despite the revenue beat. Aflac Q2 Earnings Snapshot

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.

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