Aflac stock reports Q2 EPS miss as Japan Post sells shares

Published on 09/28/2026 at 12:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Aflac stock posted adjusted EPS of USD 1.75 in Q2 2026, missing consensus by 1.1 percent. Japan Post Holdings sold USD 1.55 million of shares on September 23, 2026.

Aquarell: Südstaaten-Boulevard mit Kirschblüten und Skyline — AFLAC Inc. watercolor cityscape blending Columbus Georgia and Tokyo architecture, ISIN US0010551028 market presence, Illustration mit AI erstellt.

Aflac stock (ISIN US0010551028) was last at USD 113.72 on the NYSE on September 25, 2026 at 4:00 p.m. ET, with a daily change of -0.25 percent. The immediate market peg is a USD 1.55 million share sale by Japan Post Holdings on September 23, 2026, reported by Investing.com.

Japan Post sale adds a supply signal

The transaction covered 13,500 Aflac shares in two sales, with weighted average prices of USD 114.93 and USD 115.30. Japan Post Holdings remained the beneficial owner of 50,493,590 shares after the transactions, according to Investing.com.

The sale matters because it adds a named shareholder event to a stock already trading below its 52-week high. Aflac's share volume was 1,652,714 on September 25, 2026, while the 52-week range stood at USD 105.43 to USD 130.22.

Q2 earnings show a mixed picture

Zacks reported that Aflac's adjusted EPS was USD 1.75 in Q2 2026, 1.1 percent below consensus. Adjusted revenue was USD 4.2 billion, down 7 percent year over year, while the top line exceeded the consensus mark by 0.9 percent.

The segment split explains the tension. Aflac U.S. adjusted revenue grew 2.5 percent year over year to USD 1.8 billion, while Aflac Japan adjusted revenue fell 12.6 percent to USD 2.2 billion, according to Zacks.

Aflac returned USD 1.3 billion to shareholders in Q2 2026 through USD 983 million of repurchases and USD 309 million of dividends. The capital return cushions the earnings miss, but Japan's weaker revenue remains the more important operating counterweight.

Analyst target leaves limited upside

MarketBeat lists a Hold consensus from 14 analysts as of September 27, 2026. The average 12-month price target is USD 116.62, compared with the USD 113.72 reference price, while published targets span USD 99.00 to USD 138.00.

The average target is USD 2.90 above the reference price, equal to 2.55 percent upside. That narrow gap puts the Q2 earnings miss, Japan performance and capital returns on a more balanced footing than a clear directional signal.

Aflac stock stays below its yearly high

Aflac stock was last at USD 113.72 on the NYSE on September 25, 2026 at 4:00 p.m. ET, placing it 12.63 percent below the 52-week high of USD 130.22 and 7.87 percent above the low of USD 105.43. Market capitalization was USD 57.9 billion as of the same date.