Loading...
AFL logo

Aflac IncorporatedNYSE:AFL 株式レポート

時価総額 US$57.7b
株価
US$113.60
US$111.86
1.6% 割高 内在価値ディスカウント
1Y6.9%
7D-0.06%
ポートフォリオ価値
表示

Aflac Incorporated

NYSE:AFL 株式レポート

時価総額:US$57.7b

Aflac(AFL)株式概要

アフラック・インコーポレーテッドはその子会社を通じて医療・生命保険商品を提供している。 詳細

AFL ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長0/6
過去の実績3/6
財務の健全性3/6
配当金5/6

AFL Community Fair Values

Create Narrative

See what 62 others think this stock is worth. Follow their fair value or set your own to get alerts.

Aflac Incorporated 競合他社

価格と性能

株価の高値、安値、推移の概要Aflac
過去の株価
現在の株価US$113.60
52週高値US$119.32
52週安値US$96.95
ベータ0.62
1ヶ月の変化2.79%
3ヶ月変化-3.03%
1年変化6.87%
3年間の変化70.39%
5年間の変化104.68%
IPOからの変化190,891.78%

最新ニュース

Seeking Alpha May 06

Aflac: An Insurer To Buy After Impressive Q1 Results, Even As Valuation Rises

Summary Aflac remains a Buy despite a Q1 earnings miss, supported by organic policy growth, proven dividend increases, and robust balance sheet strength. Growth catalysts include new policy sales, expanding Asian market presence, and niche segments like pet insurance, though revenue trends remain uneven. Margins and expense ratios are favorable, with A-level credit ratings and conservative leverage, but forward P/E multiples signal some overvaluation and more muted near-term upside. Dividend growth (+16% YoY) and a low payout ratio (~30%) reinforce AFL's appeal for income investors, while technicals support a bullish trend as well after a recovery signal. Read the full article on Seeking Alpha
ナラティブ更新 May 01

AFL: Future Returns Will Balance Reinsurance Moves With Cautious Earnings Expectations

Narrative Update on Aflac The consensus analyst price target for Aflac has edged lower by a few dollars to $111.86, as analysts factor in more cautious revenue growth assumptions alongside slightly stronger profit margin and future P/E inputs. Analyst Commentary Recent research on Aflac reflects a mixed but mostly cautious tone, with several firms trimming price targets by small amounts and one lifting its target and reinitiating coverage at a neutral stance.
ナラティブ更新 Apr 17

AFL: Future Returns Will Reflect Mixed Earnings Outlook And Product Expansion

Aflac's updated fair value estimate has been trimmed from $113 to about $111.86 as analysts consolidate mixed price target moves. This reflects slightly softer assumptions on revenue growth, profit margins, and future P/E while still seeing support from recent target adjustments across major firms.
ナラティブ更新 Apr 03

AFL: Future Returns Will Reflect Capital Strength And Earnings Execution Risks

Narrative Update The analyst price target framework for Aflac now centers around $113. This reflects updated Street work, with some firms raising targets toward $118 and others trimming into the $101 to $120 range as analysts refresh earnings estimates and extend their valuation horizons.

Recent updates

Seeking Alpha May 06

Aflac: An Insurer To Buy After Impressive Q1 Results, Even As Valuation Rises

Summary Aflac remains a Buy despite a Q1 earnings miss, supported by organic policy growth, proven dividend increases, and robust balance sheet strength. Growth catalysts include new policy sales, expanding Asian market presence, and niche segments like pet insurance, though revenue trends remain uneven. Margins and expense ratios are favorable, with A-level credit ratings and conservative leverage, but forward P/E multiples signal some overvaluation and more muted near-term upside. Dividend growth (+16% YoY) and a low payout ratio (~30%) reinforce AFL's appeal for income investors, while technicals support a bullish trend as well after a recovery signal. Read the full article on Seeking Alpha
ナラティブ更新 May 01

AFL: Future Returns Will Balance Reinsurance Moves With Cautious Earnings Expectations

Narrative Update on Aflac The consensus analyst price target for Aflac has edged lower by a few dollars to $111.86, as analysts factor in more cautious revenue growth assumptions alongside slightly stronger profit margin and future P/E inputs. Analyst Commentary Recent research on Aflac reflects a mixed but mostly cautious tone, with several firms trimming price targets by small amounts and one lifting its target and reinitiating coverage at a neutral stance.
ナラティブ更新 Apr 17

AFL: Future Returns Will Reflect Mixed Earnings Outlook And Product Expansion

Aflac's updated fair value estimate has been trimmed from $113 to about $111.86 as analysts consolidate mixed price target moves. This reflects slightly softer assumptions on revenue growth, profit margins, and future P/E while still seeing support from recent target adjustments across major firms.
ナラティブ更新 Apr 03

AFL: Future Returns Will Reflect Capital Strength And Earnings Execution Risks

Narrative Update The analyst price target framework for Aflac now centers around $113. This reflects updated Street work, with some firms raising targets toward $118 and others trimming into the $101 to $120 range as analysts refresh earnings estimates and extend their valuation horizons.
ナラティブ更新 Mar 20

AFL: Future Returns Will Balance Cybersecurity Fallout And Capital Strength

Narrative update on Aflac The analyst price target framework for Aflac shifts modestly higher toward the recent Street range, reflecting updated EPS roll forward work, a slightly adjusted future P/E assumption to 16.36x, and analysts' mixed but constructive views that blend a higher $118 target with several reductions closer to $101 to $120. Analyst Commentary Recent research on Aflac is mixed, with some bullish analysts nudging targets higher while more cautious voices trim expectations.
ナラティブ更新 Mar 05

AFL: Future Returns Will Weigh Cyber Breach Risks Against Capital Strength

Aflac's updated analyst price target edges higher to about $113, supported by analysts rolling their models to 2027 and 2028 EPS and fine tuning assumptions around slightly stronger profit margins and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Aflac highlights a mix of optimism and caution as analysts update their models and valuation frameworks out to 2027 and 2028.
ナラティブ更新 Feb 19

AFL: Future Returns Will Balance Cyber Risk And Capital Strength

Analysts now see Aflac's fair value edging up by $1 to $111.69 per share, reflecting adjusted price targets that factor in updated views on revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish and cautious voices are both active around Aflac right now, with recent price target trims reflecting fine tuning of expectations rather than a wholesale shift in views on execution or valuation.
ナラティブ更新 Feb 05

AFL: Future Returns Will Reflect Capital Strength Versus Cyber And Insurance Headwinds

Narrative Update: Aflac The analyst price target for Aflac has been trimmed slightly, with a new fair value estimate of about $110.69 compared with $110.85 before. Analysts are factoring in updated sector views on life and P&C insurers, modest tweaks to revenue growth and margin assumptions, and only a small adjustment to future P/E expectations.
分析記事 Jan 30

Aflac's (NYSE:AFL) Dividend Will Be Increased To $0.61

Aflac Incorporated ( NYSE:AFL ) has announced that it will be increasing its dividend from last year's comparable...
ナラティブ更新 Jan 21

AFL: Future Returns Will Balance Capital Strength With Cyber And Sector Headwinds

Narrative Update on Aflac Aflac's updated analyst price target edges lower to about $111, as analysts moderate expectations for revenue growth and margins while still citing capital strength, cash flow, and sector consolidation as key supports. Analyst Commentary Recent research on Aflac reflects a mix of optimism about capital strength and cash flow, alongside caution around industry headwinds and valuation expectations.
ナラティブ更新 Jan 06

AFL: Future Returns Will Reflect Stable Earnings Power And Capital Returns Balancing Cyber Risks

Analysts made only a small adjustment to their Aflac fair value estimate, with the target price moving from about $111.08 to $111.31 as they factor in recent price target revisions across the sector, softer pricing trends in some insurance lines, and generally steady modeling updates following calm recent earnings seasons. Analyst Commentary Street research around Aflac reflects a mix of optimism on company specific execution and caution around broader insurance pricing trends, which feeds into relatively modest adjustments to fair value estimates.
ナラティブ更新 Dec 15

AFL: Future Performance Will Reflect Claims Tailwinds And Balanced Capital Return Execution

Analysts have modestly raised their price targets on Aflac, with recent upward revisions ranging from approximately $5 to $6 per share. They cite better than expected life insurance earnings, favorable claims experience, and resilient earnings trends despite macro uncertainties.
ナラティブ更新 Dec 01

AFL: Future Performance Will Reflect Strength In Claims And Distribution Execution

Aflac's analyst price target increased modestly, with recent updates reflecting improved life insurance earnings and stable macro conditions as key factors cited by analysts. Analyst Commentary Recent updates from street research highlight several factors influencing Aflac's valuation targets, with analysts weighing both potential growth drivers and areas of caution.
分析記事 Nov 18

Aflac's (NYSE:AFL) Dividend Will Be $0.58

The board of Aflac Incorporated ( NYSE:AFL ) has announced that it will pay a dividend on the 1st of December, with...
ナラティブ更新 Nov 16

AFL: Future Earnings Outlook Will Reflect Improving Claims And Distribution Strength

The analyst price target for Aflac has increased modestly, with a $1 uptick in fair value to $111.00. Analysts point to stable industry conditions and improving claims experience supporting the outlook.
ナラティブ更新 Nov 01

AFL: Earnings Stability And Strong Buybacks Will Support Balanced Outlook

Analysts have increased their price targets for Aflac, with upward revisions ranging from $1 to $6 per share. They cite stable earnings performance, as well as positive impacts from new product sales and favorable claims experience.
ナラティブ更新 Oct 18

Custom Cancer Insurance And Digital Underwriting Will Drive Future Expansion

Aflac's analyst price target has been increased from $108.31 to $110.00. Analysts cite steady improvements in revenue growth, profit margins, and favorable claims experience as key factors supporting the upward revision.
ナラティブ更新 Oct 04

Custom Cancer Insurance And Digital Underwriting Will Drive Future Expansion

Aflac's analyst price target has been raised slightly, with an increase of $2 to $108. Analysts highlight strong Q2 sales driven by new product rollouts and improved net interest income.
Seeking Alpha Jan 08

Aflac's Shares Are Overvalued

Summary Aflac Incorporated's heavy reliance on Japan, a market with weak long-term growth prospects, leads to relatively muted growth and significant currency risk exposure. Despite its strong financial position, Aflac's premium valuation compared to peers is unjustified given its average earnings momentum and low dividend yield. Aflac's strategy focuses on attracting younger customers in Japan but faces structural challenges due to the country's aging and shrinking population. For long-term investors, Manulife offers a better risk-reward proposition in the insurance sector compared to Aflac. Read the full article on Seeking Alpha
Seeking Alpha Nov 02

Insurer Aflac Quacks Away At Policy Growth And Low Debt Risk

Summary Aflac gets upgraded to Buy from my prior hold rating a year ago, driven by policy growth & retention in Q3 despite net earnings loss. Although the stock trades near a 10-year-high, it is still undervalued to key peers in terms of fwd P/E and trailing P/B ratios. A trend of dividend growth looks to continue its sustainability. The firm has low debt-to-equity vs peers, with strong credit ratings. Despite a large size of the market, Aflac is in a competitive industry with several large insurance brands to compete with. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

Aflac: Double Digit Dividend Growth And Strong Portfolio Of Investments

Summary Aflac (AFL) has demonstrated financial strength through its increased revenue, net investment gains, and decreased benefits and claims. The current dividend yield remains modest at 1.8% but the dividend growth rate sits in the double digits. This is accompanied by an extremely health payout ratio. AFL's portfolio of debt investments, including middle market loans and commercial real estate, has helped generate higher revenues, but vulnerability exists with potential interest rate cuts and poor credit ratings. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

Aflac Incorporated: Good Positioning But Risks From Japan

Summary Aflac recently reached its all-time high price, but has been showing signs of uncertainty lately. The company possesses a strong business foundation, poised to sustain a steady level of revenue in the foreseeable future, but exposure to macroeconomic scenarios creates uncertainty. I think it would be wise to hold off for now and monitor how the company adapts to the macroeconomic environment. There’s a chance we could buy in at a lower price later on. Read the full article on Seeking Alpha
Seeking Alpha Apr 09

Aflac: Growing Cancer Cases Will Lead To Higher Revenues

Summary Aflac remains a strong dividend-growth company, with a history of increasing dividends for 41 consecutive years. Cancer insurance sales are expected to be a major catalyst for long-term growth in both the Japanese and US markets. Despite missing revenue expectations in the latest earnings report, AFL's financials and outlook remain positive, with a focus on reducing expenses and increasing margins to mitigate short-term decreases. The dividend has grown at a double-digit CAGR over the last five-year period. Read the full article on Seeking Alpha

株主還元

AFLUS InsuranceUS 市場
7D-0.06%-1.5%3.2%
1Y6.9%-9.8%31.0%

業界別リターン: AFL過去 1 年間で-9.8 % の収益を上げたUS Insurance業界を上回りました。

リターン対市場: AFLは、過去 1 年間で31 % のリターンを上げたUS市場を下回りました。

価格変動

Is AFL's price volatile compared to industry and market?
AFL volatility
AFL Average Weekly Movement2.4%
Insurance Industry Average Movement4.4%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: AFL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AFLの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
195512,716Dan Amoswww.aflac.com

アフラック・インコーポレーテッドは子会社を通じて医療・生命保険商品を提供している。アフラック・ジャパンおよびアフラックU S.の2つのセグメントで事業を行っている。アフラック・ジャパンのセグメントでは、日本でがん保険、医療保険、介護保険、終身保険、GIFT保険、WAYS保険、こども養老保険、つみたす保険を提供している。アフラック米国部門は、米国で傷害保険、障害保険、がん保険、重大疾病保険、病院補償保険、歯科保険、視力保険、生命保険商品を提供している。同社はまた、聴力保険、終身費用保険、ペット保険、メディケア補助保険、歯科・視力補助保険、短期障害保険、休業管理保険、カフェテリアプランも提供している。個人、独立法人、提携法人代理店、銀行、独立アソシエーツ/キャリア代理店、ブローカーを通じて、個人、家族、企業オーナーに商品を販売している。アフラックは1955年に設立され、ジョージア州コロンバスに本社を置いている。

Aflac Incorporated 基礎のまとめ

Aflac の収益と売上を時価総額と比較するとどうか。
AFL 基礎統計学
時価総額US$57.72b
収益(TTM)US$4.64b
売上高(TTM)US$18.11b
12.5x
PER(株価収益率
3.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AFL 損益計算書(TTM)
収益US$18.11b
売上原価US$9.05b
売上総利益US$9.07b
その他の費用US$4.43b
収益US$4.64b

直近の収益報告

Mar 31, 2026

次回決算日

Aug 06, 2026

一株当たり利益(EPS)9.11
グロス・マージン50.05%
純利益率25.60%
有利子負債/自己資本比率48.0%

AFL の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.1%
現在の配当利回り
27%
配当性向

AFL 配当は確実ですか?

AFL 配当履歴とベンチマークを見る
AFL 、いつまでに購入すれば配当金を受け取れますか?
Aflac 配当日
配当落ち日May 20 2026
配当支払日Jun 01 2026
配当落ちまでの日数12 days
配当支払日までの日数24 days

AFL 配当は確実ですか?

AFL 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 23:16
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Aflac Incorporated 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30

アナリスト機関
Taylor ScottBarclays
Jay GelbBarclays
Jack MattenBMO Capital Markets Equity Research