Aflac is dependent on Japan supplemental insurance market with persistent FX translation headwinds. US supplemental segment growing modestly. Capital return aggressive. Limited geopolitical catalysts.
Thesis reviewed May 29, 2026
Aflac Incorporated is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β54% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β54% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β54% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β54% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β54% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β54% | NEUTRAL |
Investors who hold AFL may also have indirect exposure through these country funds.
Aflac Q1 2026 Japan sales +3% YoY in local currency; FX translation hurts
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Shelley M Capito | Sell | $1kβ$15k | Jul 18, 25 | +16.5% | |
| Shelley M Capito | Sell | $1kβ$15k | Jan 17, 25 | +11.5% |