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Aflac Incorporated

AFL$112.422026-05-29
D
Quality Score
70/100

Supplemental Health Insurance. A spread-and-fee balance sheet: premiums and deposits invested against long-duration policyholder liabilities, plus fee income.

Data: statutory filings · derived · public filings (XBRL) · public filings (10-K) · market data· latest filing 2026-05-06· price 2026-05-29independently sourced

1. Introduction

The franchise

Aflac Incorporated is an insurer in the supplemental health insurance space. Economically it runs an investment-spread and fee model: it collects premiums and deposits, invests them in a general-account portfolio, and earns the spread between investment income and what it credits or pays policyholders, plus fees on managed and separate-account assets.

How to read it

Read an insurer through its balance sheet and investment spread, not a retailer's margin lens: net investment income, reserve adequacy, and capital strength matter more than a single operating-margin number.

2. Business Model

Revenue engines

Revenue comes from premiums, net investment income on the general account, and fee income (asset management and separate-account/policy fees). Premiums can move materially year to year with large institutional transactions.

Revenue Components (FY, $M)

Provenance: SEC XBRL · us-gaap:PremiumsEarnedNet · 0001628280-26-011402

Net Investment Income (FY, $M)

Provenance: SEC XBRL · us-gaap:NetInvestmentIncome · 0001628280-26-011402

Revenue by Business Segment (FY, $M)

Segments may not sum to consolidated revenue (intersegment eliminations / corporate).

Provenance: SEC 10-K (iXBRL) · iXBRL:Revenues@AflacJapanMember · 0001628280-26-011402

Segment Revenue
SegmentRevenue% of Total
Aflac Japan$9,357M53%
Aflac US$6,903M39%
Corporate And Other$1,277M7%

SEC 10-K segment footnote (iXBRL). Segments may not sum to consolidated revenue (intersegment eliminations / corporate & other).

3. Financials

Total Revenue
$17.2B
Total Revenue
Net Investment Income
$4.1B
Investment Income
Net Income
$3.6B
Net Income (to equity holders)
Diluted EPS
$6.82
Diluted EPS

Income & profitability

GAAP net income for insurers is volatile — driven by markets, hedging, and (since 2023) LDTI remeasurement — so trend and margin matter more than any single year.

Total Revenue (FY, $M)

Provenance: SEC XBRL · us-gaap:Revenues · 0001628280-26-011402

Net Income (FY, $M)

Provenance: SEC XBRL · us-gaap:NetIncomeLoss · 0001628280-26-011402

Margins (FY, %)

Provenance: derived · income_before_tax/total_revenue

Balance sheet

The liability side is dominated by policy reserves and policyholder account balances, plus separate-account assets/liabilities that pass investment risk to contract holders.

Assets / Liabilities / Equity (FY, $M)

Provenance: SEC XBRL · us-gaap:Assets · 0001628280-26-030923

4. Capital & Reserves

Policy Reserves & Separate Account Assets (FY, $M)

Provenance: SEC XBRL · us-gaap:LiabilityForFuturePolicyBenefits · 0001628280-26-030923

Statutory capital

Regulatory solvency capital — the regulator's lens, normalized cross-regime — is on the **Capital & Ratings** tab.

5. Valuation

Valuation Snapshot
MetricValueNote
Price$112.422026-05-29
Market Cap$60B535M shares
Enterprise Value$54Bnet debt $-6B
P/E (TTM)16.5xEPS $6.82
P/S (TTM)3.5x
P/FCF (TTM)
EV/EBITDA (TTM)

Stooq price 2026-05-29 × SEC fundamentals FY2025

Source: Daily market prices × public-filing fundamentals

Lens

Life insurers typically trade on price-to-book and price-to-earnings with a capital-return overlay (dividends + buybacks), since book value and statutory capital anchor the equity story more than revenue growth.

Source: Daily market prices × public-filing fundamentals

6. Conclusion

Thesis

Aflac Incorporated generates an investment-spread and fee stream against a large, long-duration liability book. The investment case turns on investment yield, reserve and hedging adequacy, statutory capital strength, and capital return — not top-line growth, which is lumpy by nature.