Business Description

Aflac Incorporated is an American insurance company that is the largest provider of supplemental insurance in the United States and a leading provider of medical and cancer insurance in Japan. Founded in 1955, the company specializes in policies that pay cash benefits directly to policyholders to help cover out-of-pocket expenses related to accidents or illnesses. Aflac operates primarily through two segments: Aflac U.S. and Aflac Japan.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Net Premiums Earned13,548,00013,440,00014,123,00014,901,000
Investment Income4,076,0004,116,0003,811,0003,656,000
Net Gains on Investments(572,000)1,271,000590,000363,000
Total Other Revenues112,000100,000177,000220,000
Total Revenues17,164,00018,927,00018,701,00019,140,000
Insurance Benefits & Claims7,293,0007,450,0008,211,0008,887,000
Policy Amortization Costs874,000851,000816,000792,000
Other Operating Expenses4,244,0004,012,0004,217,0004,366,000
Operating Profit4,753,0006,614,0005,457,0005,095,000
Interest Expense(220,000)(197,000)(195,000)(226,000)
Total Non-Operating Income(220,000)(197,000)(195,000)(226,000)
Income Before Provision for Income Taxes4,533,0006,417,0005,262,0004,869,000
Provision for Income Taxes887,000974,000603,000451,000
Consolidated Net Income3,646,0005,443,0004,659,0004,418,000
Net Income Attributable to Common Shareholders3,646,0005,443,0004,659,0004,418,000
Basic EPS6.849.687.816.96
Diluted EPS6.829.637.786.93
Basic Weighted Average Shares Outstanding532,885562,492596,173634,816
Diluted Weighted Average Shares Outstanding534,878565,015598,745637,655
Shares Outstanding518,690549,964578,479615,256
FY 2025FY 2024FY 2023FY 2022
Debt Securities80,241,00081,235,00091,109,00094,797,000
Equity and Preferred Securities887,000796,0001,088,0001,091,000
Other Investments16,387,00016,827,00017,057,00017,566,000
Total Investments97,515,00098,858,000109,254,000113,454,000
Cash and Cash Equivalents6,245,0006,229,0004,306,0003,943,000
Deferred Acquisition Costs9,034,0008,758,0009,132,0009,239,000
Other Receivables1,553,0001,489,0001,579,0001,392,000
Net Property, Plant & Equipment351,000387,000445,000530,000
Other Assets1,772,0001,845,0002,008,0003,180,000
Total Assets116,470,000117,566,000126,724,000131,738,000
Unearned Premiums1,323,0001,286,0001,451,0001,825,000
Claims Reserves68,260,00076,222,00090,148,00095,085,000
Total Debt8,409,0007,498,0007,364,0007,442,000
Other Liabilities8,988,0006,462,0005,776,0007,246,000
Total Liabilities86,980,00091,468,000104,739,000111,598,000
Common Stock136,000136,000136,000135,000
Treasury Stock(29,804,000)(26,231,000)(23,395,000)(20,574,000)
Additional Paid-in Capital3,024,0002,894,0002,771,0002,641,000
Accumulated Other Comprehensive Income1,452,000(2,978,000)(5,520,000)(6,429,000)
Retained Earnings54,682,00052,277,00047,993,00044,367,000
Total Common Shareholders' Equity29,490,00026,098,00021,985,00020,140,000
Total Shareholders' Equity29,490,00026,098,00021,985,00020,140,000
Total Liabilities and Shareholders' Equity116,470,000117,566,000126,724,000131,738,000
FY 2025FY 2024FY 2023FY 2022
Net Income3,646,0005,443,0004,659,0004,418,000
Other Adjustments299,000(1,887,000)453,000(499,000)
Changes in Receivables(66,000)51,000(133,000)5,000
Changes in Deferred Acquisition Costs(231,000)(205,000)(270,000)(262,000)
Changes in Claims Reserves(815,000)(302,000)(552,000)726,000
Changes in Income Taxes Payable(278,000)(393,000)(967,000)(509,000)
Cash from Operating Activities2,555,0002,707,0003,190,0003,879,000
Purchases of Investments(13,736,000)(7,329,000)(4,154,000)(7,872,000)
Proceeds from Sale of Investments13,710,00010,425,0005,859,0007,181,000
Other Investing Activities1,587,000(315,000)(888,000)(849,000)
Cash from Investing Activities1,561,0002,781,000817,000(1,540,000)
Issuance of Long-Term Debt1,039,000823,000204,0001,277,000
Repayments of Long-Term Debt(84,000)(194,000)0(1,416,000)
Net Issuance / (Repayments) of Long-Term Debt955,000629,000204,000(139,000)
Issuance of Common Shares8,00014,00017,00017,000
Repurchases of Common Shares(3,530,000)(2,800,000)(2,801,000)(2,401,000)
Net Issuance / (Repurchases) of Common Shares(3,522,000)(2,786,000)(2,784,000)(2,384,000)
Common Share Dividends Paid(1,198,000)(1,087,000)(966,000)(979,000)
Other Financing Activities(304,000)(242,000)(177,000)(49,000)
Cash from Financing Activities(4,069,000)(3,486,000)(3,723,000)(3,551,000)
Effect of Exchange Rate Changes on Cash and Cash Equivalents(31,000)(79,000)79,000104,000
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash16,0001,923,000363,000(1,108,000)

Key Metrics & Ratios

MetricValue
Market Cap$57.20B
P/E16.17x
P/S3.33x
EV/EBITDA12.03x
Return on Equity13.1%
Return on Invested Capital3.3%
Dividend Yield2.0%
Free Cash Flow Margin14.9%

Margins

Gross margin
Operating margin
27.7%
Net margin
21.2%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $4.12B -1.0% 25.7% $1.06B
Q1 2026 $4.35B +27.9% 29.6% $1.28B
Q4 2025 $4.87B -9.9% 33.6% $1.63B
Q3 2025 $4.74B +60.7% 43.3% $2.05B
Q2 2025 $4.16B 21.0% $874M
Q1 2025 $3.40B 5.7% $195M
Q4 2024 $5.40B 40.4% $2.19B
Q3 2024 $2.95B 4.8% $142M

More on Aflac Incorporated

Figures compiled from public company filings.

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