Aflac stock reports Q2 EPS miss as Japan Post sells shares

Aflac stock reported a Q2 2026 EPS of USD 1.75, missing consensus by 1.1%, while adjusted revenue was USD 4.2 billion, down 7% year-over-year. Japan Post Holdings sold 13,500 Aflac shares on September 23, 2026, adding a supply signal to the market. Despite returning USD 1.3 billion to shareholders through repurchases and dividends, Aflac's Japan segment experienced a significant revenue decline, and analysts maintain a "Hold" consensus with limited upside potential.