Siemens Fonds Invest GmbH Buys 5,409 Shares of Aflac Incorporated $AFL

Siemens Fonds Invest GmbH raised its stake in Aflac Incorporated (NYSE:AFL) by 12.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,283 shares of the financial services provider’s stock after acquiring an additional 5,409 shares during the period. Siemens Fonds Invest GmbH’s holdings in Aflac were worth $5,505,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of AFL. von Borstel & Associates Inc. acquired a new stake in shares of Aflac during the 3rd quarter worth $238,000. NorthRock Partners LLC increased its position in shares of Aflac by 52.6% in the third quarter. NorthRock Partners LLC now owns 9,391 shares of the financial services provider’s stock worth $1,049,000 after purchasing an additional 3,236 shares during the period. Prudential PLC raised its stake in Aflac by 39.2% in the third quarter. Prudential PLC now owns 241,933 shares of the financial services provider’s stock valued at $27,024,000 after purchasing an additional 68,156 shares in the last quarter. Texas Capital Bank Wealth Management Services Inc lifted its position in Aflac by 26.2% during the third quarter. Texas Capital Bank Wealth Management Services Inc now owns 6,696 shares of the financial services provider’s stock worth $748,000 after purchasing an additional 1,390 shares during the period. Finally, Brown Brothers Harriman & Co. lifted its position in Aflac by 2.1% during the third quarter. Brown Brothers Harriman & Co. now owns 13,235 shares of the financial services provider’s stock worth $1,478,000 after purchasing an additional 275 shares during the period. 67.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Steven Kent Beaver sold 7,387 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $113.58, for a total value of $839,015.46. Following the completion of the transaction, the executive vice president owned 40,526 shares of the company’s stock, valued at $4,602,943.08. This represents a 15.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, major shareholder Post Holdings Co. Ltd. Japan sold 19,300 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $110.96, for a total transaction of $2,141,528.00. Following the completion of the sale, the insider owned 52,241,500 shares in the company, valued at $5,796,716,840. This represents a 0.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 115,777 shares of company stock worth $12,787,908 in the last three months. 0.90% of the stock is owned by corporate insiders.

Key Stories Impacting Aflac

Here are the key news stories impacting Aflac this week:

• Positive Sentiment: New distribution deal: Aflac announced a partnership with Empower Brokerage to distribute supplemental-insurance products, which should broaden channels for sales and support premium growth over time. Read More.
• Neutral Sentiment: Earnings/fundamentals context: Aflac’s Feb. 4 quarter showed an EPS miss and revenue decline year-over-year; consensus remains a “Hold” with an average target around $111. That keeps analysts cautious and caps upside absent clearer improvement in top-line trends.
• Neutral Sentiment: Human-interest coverage: Aflac ran a feature on a policyholder’s cancer journey (brand/PR positive but unlikely to move the stock materially). Read More.
• Negative Sentiment: Director insider sale: Director Charles D. Lake II sold 15,590 shares (avg. ~$109.93) on Mar. 11. Insider sales can be read negatively by the market even if motivated by personal reasons; SEC Form 4 filed. Read More.
• Negative Sentiment: Major shareholder trimming: Post Holdings (Japan) has executed several small block sales (multiple ~17k–19k-share trades across Mar. 5–11). Sales are small relative to its >10% stake but add supply and suggest portfolio rebalancing rather than confidence-boosting buying. Read More.
• Negative Sentiment: Cybersecurity incident disclosed: Media reports say Aflac confirmed a cybersecurity breach; details remain limited. Potential data, remediation costs, regulatory follow-ups or client impact make this the most direct near‑term operational risk in the headlines. Read More.

Aflac Stock Performance

Aflac stock opened at $108.73 on Friday. The company has a quick ratio of 0.11, a current ratio of 0.11 and a debt-to-equity ratio of 0.29. The stock has a market cap of $56.14 billion, a PE ratio of 15.80, a P/E/G ratio of 3.59 and a beta of 0.66. Aflac Incorporated has a 12-month low of $96.95 and a 12-month high of $119.32. The business’s 50-day moving average price is $111.63 and its two-hundred day moving average price is $110.30.

Aflac (NYSE:AFL) last posted its earnings results on Wednesday, February 4th. The financial services provider reported $1.57 EPS for the quarter, missing analysts’ consensus estimates of $1.69 by ($0.12). Aflac had a return on equity of 14.35% and a net margin of 21.24%.The company had revenue of $4.28 billion during the quarter, compared to the consensus estimate of $4.45 billion. During the same period last year, the company posted $1.57 EPS. The firm’s revenue was down 9.6% compared to the same quarter last year. As a group, analysts expect that Aflac Incorporated will post 6.88 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on AFL shares. TD Cowen reiterated a “hold” rating on shares of Aflac in a research note on Monday, December 22nd. Wall Street Zen downgraded shares of Aflac from a “hold” rating to a “sell” rating in a report on Saturday, February 28th. Mizuho set a $107.00 price target on shares of Aflac in a research report on Monday, February 9th. Barclays set a $101.00 price objective on shares of Aflac and gave the company an “underweight” rating in a research note on Thursday, January 8th. Finally, Raymond James Financial restated an “outperform” rating and set a $119.00 price objective (up from $110.00) on shares of Aflac in a research report on Tuesday, December 30th. Three equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $111.73.

Aflac Profile

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.