Aflac stock falls 1.06 percent as Q2 results miss EPS view

Published on 09/25/2026 at 13:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Aflac stock reported adjusted EPS of USD 1.75 in Q2 2026, missing consensus by 1.1 percent. Adjusted revenue fell 7 percent, while US sales grew 2.5 percent.

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Aflac Incorporated (ISIN US0010551028) stood at USD 114.01 on the NYSE on September 24, 2026, down 1.06 percent from the prior close. The insurer's second-quarter 2026 results showed an adjusted EPS miss, while its US operation continued to grow.

Q2 earnings miss estimates

Aflac listed its second-quarter 2026 results release dated August 6, 2026. The release covered the quarter that produced adjusted EPS of USD 1.75, according to Zacks in its September 9, 2026 review.

The figure missed the Zacks consensus estimate by 1.1 percent and declined 1.7 percent year over year. Adjusted revenue reached USD 4.2 billion, down 7 percent from the prior-year quarter but 0.9 percent above consensus, creating a split result between earnings and the top line.

US business offsets Japan decline

Aflac Japan generated adjusted revenue of USD 2.2 billion, down 12.6 percent year over year, while net earned premiums fell 12.7 percent to USD 1.5 billion. The segment's pretax adjusted earnings declined 6.2 percent to USD 741 million, according to Zacks.

Aflac U.S. supplied the counterweight: adjusted revenue rose 2.5 percent to USD 1.8 billion, net earned premiums increased 2.3 percent to USD 1.5 billion, and sales advanced 2.6 percent to USD 349 million. The contrast makes the US division the key stabilizing element in the quarter, while Japan remains the main drag on consolidated growth.

Analysts see limited upside

MarketBeat reported on September 18, 2026, that fourteen research firms assigned Aflac an average Hold recommendation and an average one-year price target of USD 116.62. That target is USD 2.61 above the September 24 price, a gap of 2.29 percent.

Stock remains below yearly high

Aflac stock traded between USD 113.81 and USD 116.10 during the September 24 session. Its 52-week range was USD 105.43 to USD 130.22, leaving the reference price 12.45 percent below the yearly high and 8.13 percent above the low. Market capitalization stood at USD 58,029,379,850, with volume of 1,585,711 shares.

For investors, the figures point to a clear divide: the US business is expanding, but Japan's contraction and the adjusted EPS miss keep the consolidated earnings picture under pressure.