Aflac Stock Falls on Q2 Earnings Miss and Japan Post Share Divestment

Key Facts

1Aflac reported Q2 EPS of $1.75, missing analyst consensus by 1.1%.

2Japan Post Holdings sold 13,500 Aflac shares on September 23, 2026.

3Aflac's adjusted revenue fell 7% year-over-year to $4.2 billion.

Aflac reported adjusted earnings per share of $1.75 for the second quarter of 2026, missing analyst consensus by 1.1% according to Ad Hoc News. Adjusted revenue fell 7% year-over-year to $4.2 billion, primarily due to a 12.6% decline in Aflac Japan's revenue which reached $2.2 billion. Japan Post Holdings sold 13,500 Aflac shares on September 23, 2026, adding downward pressure on the stock following the earnings report.

AFL closed at $113.72 on September 25, 2026, leaving the stock 12.63% below its 52-week high of $130.22. Japan Post Holdings executed its share sale at weighted average prices of $114.93 and $115.30, retaining a beneficial ownership of 50,493,590 shares after the transaction. Despite the operational miss, the company returned $1.3 billion to shareholders in Q2 2026 through $983 million in share repurchases and $309 million in dividends.