Aflac Q4 revenue beats analyst expectations on Japan growth
Overview
Supplemental health insurer's Q4 revenue beats analyst expectations
Adjusted EPS for Q4 missed analyst estimates
Company announced a 5.2% increase in first quarter dividend
Outlook
Company plans to promote new products in Japan in 2026
Result Drivers
JAPAN SALES GROWTH - Aflac Japan's sales increased 15.7% in Q4, driven by strong demand for the new cancer insurance product, Miraito
U.S. PREMIUM INCREASE - Aflac U.S. net earned premiums rose 4.0% in Q4, reflecting improved sales and strong persistency
INVESTMENT INCOME DECLINE - Adjusted net investment income fell due to lower floating rate income and variable net investment income
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $4.90 bln | $4.31 bln (5 Analysts) |
Q4 Adjusted EPS | Miss | $1.57 | $1.69 (13 Analysts) |
Q4 EPS |
| $2.64 |
|
Q4 Adjusted Net Income | Miss | $818 mln | $887.88 mln (8 Analysts) |
Q4 Net Income |
| $1.40 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and 3 "sell" or "strong sell"
The average consensus recommendation for the life & health insurance peer group is "buy."
Wall Street's median 12-month price target for Aflac Inc is $111.00, about 0.9% below its February 3 closing price of $112.04
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nPn4YqXx9a
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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