AFL · News · 20260809N

Geographic Market Commentary

AFLAC INC · 2026-08-09 · Importance 17 · Surprise 24

A third-party analysis identified Japan as the primary source of Aflac’s recent business headwinds. The report said recent earnings reflected slowing growth and year-over-year declines, attributing the weakness primarily to Japan. No specific customer, product, or distribution trends were provided for the Japanese market.

Key facts

• Assenagon Asset Management S.A. increased its holdings in Aflac Incorporated by 361.0% in the second quarter, now owning 442,116 shares valued at $51.84 million. source
• Maj Invest Holding A S reduced its stake in Aflac Incorporated by 10.6% during the second quarter, now holding 513,359 shares valued at $60.19 million. source
• Insider selling by Post Holdings Co. Ltd. Japan and Director Joseph L. Moskowitz was reported in connection with Aflac. source
• Aflac's recent earnings showed revenue and EPS both declining year-over-year primarily due to headwinds in Japan. source
• Aflac missed Q2 EPS estimates. source