Insider Trading March 13, 2026

Japan Post Reduces Aflac Stake with $1.98M Sale; Mixed Q4 Results Add Context

18,100 Aflac shares sold March 11, 2026; company posts revenue beat but EPS miss in fourth quarter 2025

By Jordan Park AFL
Japan Post Reduces Aflac Stake with $1.98M Sale; Mixed Q4 Results Add Context
AFL

Japan Post Holdings Co., Ltd. reported two sales totaling 18,100 shares of Aflac Inc. common stock on March 11, 2026, generating roughly $1.98 million in proceeds. The transactions and Aflac's mixed fourth-quarter 2025 results - a revenue beat alongside an EPS shortfall - provide a snapshot of investor activity and recent analyst positioning.

Key Points

  • Japan Post Holdings sold 18,100 Aflac shares on March 11, 2026, for approximately $1.98 million, at prices ranging from $109.14 to $110.22.
  • Following the sales, Japan Post directly holds 52,168,000 Aflac shares; the holdings are held through J&A Alliance Holdings Corporation as trustee for the J&A Alliance Trust.
  • Aflac's Q4 2025 results were mixed: EPS missed at $1.57 versus $1.70 forecast (7.65% downside), while revenue beat at $4.87 billion versus $4.28 billion forecast (13.79% upside); Mizuho raised its price target to $107 but kept an Underperform rating.

Sale details

Japan Post Holdings Co., Ltd. disclosed in a Form 4 filing that it executed the sale of 18,100 shares of AFLAC INC (NYSE:AFL) common stock on March 11, 2026. The trades were carried out at prices between $109.14 and $110.22, producing total proceeds of approximately $1.98 million. At the time of reporting, Aflac's share price was trading at $109.63, which is close to the prices at which the sales occurred. The company's market capitalization is listed as $56.61 billion.

Breakdown of transactions

The Form 4 filing records two discrete sale entries. The first transaction comprised 17,820 shares sold at a weighted average price of $109.52. The second was for 280 shares at a weighted average price of $110.18. Together these sales account for the 18,100-share reduction in the stake held.

Post-transaction holdings and ownership structure

After completing these sales, Japan Post Holdings directly holds 52,168,000 shares of Aflac Inc. The shares are held directly by J&A Alliance Holdings Corporation, acting as trustee of the J&A Alliance Trust, for which Japan Post Holdings Co., Ltd. is the sole settlor and beneficiary. The sales were reported by Nobuyasu Kato, who serves as Representative Executive Officer and Executive Vice President of Japan Post Holdings Co., Ltd.

Dividend profile and valuation signals

Aflac continues to be noted for its long-running dividend record, having raised its payout for 42 consecutive years, with a current dividend yield of 2.23%, according to InvestingPro data. The same platform's Fair Value analysis indicates the stock appears slightly overvalued at current levels. InvestingPro also provides a Pro Research Report on AFL as part of its suite of more than 1,400 U.S. equity research products.

Recent financial results and analyst action

Adding context to the insider sales, Aflac reported fourth-quarter 2025 results that were mixed versus expectations. Earnings per share came in at $1.57, below the consensus $1.70 estimate, a 7.65% shortfall. Revenue, by contrast, exceeded consensus projections, registering $4.87 billion versus the forecasted $4.28 billion, a 13.79% upside surprise. In the wake of these results, Mizuho adjusted its price target for Aflac shares to $107 from $104 while maintaining an Underperform rating and modeling for a negative 6% expected return.


Contextual note

These transactional disclosures and the company's reported quarterly performance together inform current market and analyst reassessments of Aflac's near-term outlook. The information above is based on the Form 4 filing and the reported fourth-quarter 2025 results and analyst commentary provided in the disclosures.

Risks

  • Insider selling - The reduction of 18,100 shares by a major institutional holder could be interpreted by some market participants as neutral-to-negative; this affects the insurance sector and investor sentiment toward Aflac.
  • Earnings shortfall - Aflac's fourth-quarter 2025 EPS missed expectations, introducing near-term uncertainty around profitability metrics for the insurer and potentially influencing analyst revisions in the financial sector.
  • Valuation concern - InvestingPro's Fair Value analysis flags Aflac as slightly overvalued at current levels, which could impact capital allocation decisions among equity investors focused on insurance and dividend-paying stocks.

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