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 elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| BAC | Bank of America Corporation | 90 | +8% | β86% | NEUTRAL |
| SAN | Banco Santander SA | 90 | +16% | β86% | ENTRY |
| AIG | American International Group, Inc. | 90 | +3% | β86% | NEUTRAL |
| IBN | ICICI Bank Limited | 90 | +11% | β86% | ENTRY |
| MCO | Moody's Corporation | 90 | +18% | β86% | ENTRY |
| AXP | American Express Company | 90 | +6% | β86% | ENTRY |
| USB | U.S. Bancorp | 90 | +10% | β86% | ENTRY |
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% |