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.
🇺🇸United States48EARLYView United States risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓99% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓99% | ENTRY |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓99% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓99% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓99% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | ↓99% | AVOID |
| SAN | Banco Santander SA | 90 | +16% | ↓99% | 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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Shelley M Capito | Sell | $1k–$15k | Jul 18, 25 | +16.5% | |
| Shelley M Capito | Sell | $1k–$15k | Jan 17, 25 | +11.5% |