Last 7 days
-7.4%
Last 30 days
-13.2%
Last 90 days
-11.7%
Trailing 12 Months
1.9%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
PGR | 83.5B | 49.6B | -3.33% | 25.86% | 115.74 | 1.68 | 4.00% | -78.47% |
MET | 44.9B | 69.9B | -22.23% | -11.88% | 17.7 | 0.64 | -1.66% | -61.26% |
TRV | 40.0B | 36.9B | -11.25% | -6.12% | 14.06 | 1.08 | 5.94% | -22.39% |
AFL | 39.3B | 19.5B | -13.25% | 1.93% | 9.36 | 2.02 | -11.78% | -2.87% |
PFG | 17.7B | 17.5B | -25.06% | 4.19% | 3.67 | 1.01 | 22.64% | 181.28% |
MID-CAP | ||||||||
RGA | 10.0B | 16.3B | -17.63% | 24.97% | 37 | 0.61 | -2.40% | 0.97% |
UNM | 7.6B | 12.0B | -11.46% | 40.03% | 5.81 | 0.64 | -0.19% | 59.45% |
AIZ | 5.9B | 10.2B | -16.73% | -35.03% | 21.2 | 0.58 | 0.05% | -79.62% |
GNW | 2.5B | 7.5B | -17.46% | 33.60% | 4.09 | 0.33 | -4.15% | -32.63% |
CNO | 2.5B | 3.6B | -18.74% | -10.22% | 6.26 | 0.69 | -13.23% | -10.02% |
TRUP | 2.3B | 905.2M | -8.40% | -29.57% | -52.12 | 2.57 | 29.50% | -25.73% |
SMALL-CAP | ||||||||
HMN | 1.4B | 1.4B | -7.46% | -16.42% | -543.45 | 1.02 | 3.97% | -101.82% |
PLMR | 1.4B | 327.1M | 6.70% | -11.03% | 26.51 | 4.23 | 39.88% | 13.79% |
JRVR | 812.7M | 813.7M | -5.54% | 1.51% | 26.24 | 1 | 5.28% | 117.92% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | -6.8% | 19,502 | 20,928 | 21,345 | 21,509 | 22,106 |
Operating Expenses | -2.8% | 5,745 | 5,911 | 6,049 | 6,186 | 6,208 |
S&GA Expenses | -3.7% | 3,250 | 3,375 | 3,461 | 3,543 | 3,544 |
EBITDA | -12.8% | 4,830 | 5,539 | 5,547 | 5,271 | - |
EBITDA Margin | -6.4% | 0.25* | 0.26* | 0.26* | 0.25* | - |
Earnings Before Taxes | -13.3% | 4,604 | 5,312 | 5,322 | 4,994 | 5,322 |
EBT Margin | -7.0% | 0.24* | 0.25* | 0.25* | 0.23* | - |
Interest Expenses | -0.4% | 226 | 227 | 225 | 232 | 238 |
Net Income | -16.9% | 4,201 | 5,055 | 4,347 | 4,064 | 4,325 |
Net Income Margin | -10.8% | 0.22* | 0.24* | 0.20* | 0.19* | - |
Free Cahsflow | 4.4% | 3,879 | 3,716 | 4,493 | 4,945 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 2.3% | 131,017 | 128,100 | 135,629 | 147,046 | 157,542 |
Cash Equivalents | -16.3% | 3,943 | 4,710 | 5,173 | 4,275 | 5,051 |
Net PPE | 8.6% | 530 | 488 | 512 | 538 | 538 |
Goodwill | - | 268 | - | - | - | - |
Liabilities | 4.5% | 108,652 | 103,948 | 109,242 | 117,519 | 124,289 |
Shareholder's Equity | -7.4% | 22,365 | 24,152 | 26,387 | 29,527 | 33,253 |
Retained Earnings | -0.7% | 44,568 | 44,892 | 43,547 | 42,413 | 41,381 |
Additional Paid-In Capital | 1.0% | 2,641 | 2,615 | 2,589 | 2,560 | 2,529 |
Accumulated Depreciation | - | 663 | - | - | - | - |
Shares Outstanding | -1.8% | 629 | 641 | 650 | - | - |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 4.4% | 3,879 | 3,716 | 4,493 | 4,945 | 5,051 |
Cashflow From Investing | 25.0% | -1,540 | -2,054 | -1,456 | -2,619 | -2,378 |
Cashflow From Financing | -14.6% | -3,551 | -3,098 | -3,242 | -3,006 | -2,739 |
Dividend Payments | 3.3% | 979 | 948 | 923 | 886 | 855 |
Buy Backs | -1.0% | 2,401 | 2,426 | 2,301 | 2,151 | 2,301 |
20.8%
19.6%
18.5%
Y-axis is the maximum loss one would have experienced if Aflac was unfortunately bought at previous high price.
11.8%
12.7%
8.7%
23.8%
FIve years rolling returns for Aflac.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -1.59 | 69,384 | 343,384 | 0.01% |
2023-03-10 | MATHER GROUP, LLC. | reduced | -10.64 | 1,682,510 | 13,374,500 | 0.26% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 8.79 | 14,765,800 | 52,376,800 | 0.06% |
2023-03-06 | NORTH STAR ASSET MANAGEMENT INC | reduced | -1.41 | 817,053 | 3,936,050 | 0.24% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -0.32 | 6,990,000 | 32,319,000 | 0.16% |
2023-03-03 | TIAA, FSB | reduced | -9.09 | 276,566 | 1,968,570 | 0.01% |
2023-03-02 | Leading Edge Financial Planning LLC | new | - | 279,885 | 279,885 | 0.24% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 503,724 | 503,724 | 0.01% |
2023-03-01 | Regal Investment Advisors LLC | added | 4.28 | 1,750,500 | 6,976,500 | 0.68% |
2023-03-01 | Willow Creek Wealth Management Inc. | added | 1.14 | 107,000 | 473,000 | 0.08% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 8.83% | 54,915,312 | SC 13G/A | |
Feb 01, 2023 | state street corp | 4.79% | 29,753,330 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 6.8% | 42,212,595 | SC 13G/A | |
Feb 10, 2022 | state street corp | 5.08% | 33,636,123 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 8.36% | 55,327,773 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 6.9% | 45,494,623 | SC 13G/A | |
Feb 12, 2021 | state street corp | 4.86% | 34,135,472 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.53% | 59,888,649 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 6.5% | 45,522,910 | SC 13G/A | |
Jan 06, 2021 | japan post holdings co., ltd. | 7.45% | 52,300,000 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | - - | - - | - - | - - | - - |
Current Inflation | 49.37 -20.98% | 58.76 -5.95% | 76.45 22.36% | 86.66 38.70% | 100.06 60.15% |
Very High Inflation | - - | - - | - - | - - | - - |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 16, 2023 | ARS | ARS | |
Mar 16, 2023 | DEF 14A | DEF 14A | |
Mar 16, 2023 | DEFA14A | DEFA14A | |
Feb 27, 2023 | 8-K | Current Report | |
Feb 24, 2023 | 10-K | Annual Report | |
Feb 15, 2023 | 4 | Insider Trading | |
Feb 15, 2023 | 4 | Insider Trading | |
Feb 15, 2023 | 4 | Insider Trading | |
Feb 15, 2023 | 4 | Insider Trading | |
Feb 15, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-02-14 | LAKE CHARLES D II | sold | -1,568,390 | 70.36 | -22,291 | chairman & rep. director, alij |
2023-02-14 | Koide Masatoshi | sold | -1,357,310 | 70.36 | -19,291 | pres. and rep. director, alij |
2023-02-13 | Koide Masatoshi | acquired | - | - | 38,581 | pres. and rep. director, alij |
2023-02-13 | AMOS DANIEL P | acquired | - | - | 274,713 | chairman of the board, ceo |
2023-02-13 | Crawford Frederick John | sold (taxes) | -1,989,420 | 71.01 | -28,016 | president & coo |
2023-02-13 | BEAVER STEVEN KENT | sold (taxes) | -282,123 | 71.01 | -3,973 | svp, cfo, aflac us |
2023-02-13 | AMOS DANIEL P | sold (taxes) | -8,647,670 | 71.01 | -121,781 | chairman of the board, ceo |
2023-02-13 | TILLMAN AUDREY B | sold (taxes) | -1,667,390 | 71.01 | -23,481 | executive vice president |
2023-02-13 | Broden Max | sold (taxes) | -868,594 | 71.01 | -12,232 | evp, chief financial officer |
2023-02-13 | Broden Max | acquired | - | - | 31,721 | evp, chief financial officer |
Consolidated Statements of Earnings - USD ($) shares in Thousands, $ in Millions | 12 Months Ended | ||||
---|---|---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |||
Revenues: | |||||
Net earned premiums, principally supplemental health insurance | $ 15,263 | $ 17,647 | $ 18,622 | ||
Net investment income | 3,656 | 3,818 | 3,638 | ||
Net investment gains (losses) | 363 | 468 | (270) | ||
Other income (loss) | 220 | 173 | 157 | ||
Total revenues | 19,502 | 22,106 | 22,147 | ||
Benefits and expenses: | |||||
Benefits and claims, net | 9,153 | 10,576 | 11,796 | ||
Acquisition and operating expenses: | |||||
Amortization of deferred policy acquisition costs | 1,152 | 1,170 | 1,214 | ||
Insurance commissions | 1,117 | 1,256 | 1,316 | ||
Insurance and other expenses | [1] | 3,250 | 3,544 | 3,420 | |
Interest expense | 226 | 238 | 242 | ||
Total acquisition and operating expenses | 5,745 | 6,208 | 6,192 | ||
Total benefits and expenses | 14,898 | 16,784 | 17,988 | ||
Earnings before income taxes | 4,604 | 5,322 | 4,159 | ||
Income Tax Expense: | |||||
Current | 1,181 | 1,095 | 794 | ||
Deferred | (778) | (98) | (1,413) | ||
Total income tax expense | 403 | 997 | (619) | ||
Net earnings | $ 4,201 | $ 4,325 | $ 4,778 | ||
Net earnings per share: | |||||
Basic (in dollars per share) | $ 6.62 | $ 6.42 | $ 6.69 | ||
Diluted (in dollars per share) | $ 6.59 | $ 6.39 | $ 6.67 | ||
Weighted-average outstanding common shares used in computing earnings per share (In thousands): | |||||
Basic (in shares) | 634,816 | 673,617 | 713,702 | ||
Diluted (in shares) | 637,655 | 676,729 | 716,192 | ||
Cash dividends per share | $ 1.60 | $ 1.32 | $ 1.12 | ||
|
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 | |||||||
---|---|---|---|---|---|---|---|---|---|
Investments and cash: | |||||||||
Available for sale, fixed maturity securities | $ 75,741 | $ 98,696 | |||||||
Held to maturity fixed maturity securities, net carrying amount | 19,056 | [1] | 22,000 | ||||||
Equity securities | 1,091 | 1,603 | |||||||
Commercial mortgage and other loans | 13,496 | 11,786 | |||||||
Other investments | 4,070 | 3,842 | |||||||
Cash and cash equivalents | 3,943 | 5,051 | |||||||
Total investments and cash | 117,397 | 142,978 | |||||||
Receivables | 647 | 672 | |||||||
Accrued investment income | 745 | 737 | |||||||
Deferred policy acquisition costs | 8,593 | 9,525 | |||||||
Property and equipment, at cost less accumulated depreciation | 530 | 538 | |||||||
Other | 3,105 | 3,092 | |||||||
Assets | 131,017 | 157,542 | |||||||
Policy liabilities: | |||||||||
Future policy benefits | 80,749 | 90,588 | |||||||
Unpaid policy claims | 4,561 | 4,836 | |||||||
Unearned premiums | 1,825 | 2,576 | |||||||
Other policyholders' funds | 6,123 | 7,072 | |||||||
Total policy liabilities | 93,258 | 105,072 | |||||||
Income taxes | 1,296 | 4,339 | |||||||
Payables for return of cash collateral on loaned securities | 1,809 | 2,162 | |||||||
Notes payable and lease obligations | 7,442 | 7,956 | |||||||
Other | 4,847 | 4,760 | |||||||
Total liabilities | 108,652 | 124,289 | |||||||
Commitments and contingent liabilities (Note 15) | |||||||||
Shareholders' equity: | |||||||||
Common stock of $.10 par value. In thousands: authorized 1,900,000 shares in 2022 and 2021; issued 1,354,079 shares in 2022 and 1,352,739 shares in 2021 | 135 | 135 | |||||||
Additional paid-in capital | 2,641 | 2,529 | |||||||
Retained earnings | 44,568 | 41,381 | |||||||
Accumulated other comprehensive income (loss): | |||||||||
Unrealized foreign currency translation gains (losses) | (3,640) | (2,013) | |||||||
Unrealized gains (losses) on fixed maturity securities | (702) | 9,602 | |||||||
Unrealized gains (losses) on derivatives | (27) | (30) | |||||||
Pension liability adjustment | (36) | (166) | |||||||
Treasury stock, at average cost | (20,574) | (18,185) | |||||||
Total shareholders' equity | 22,365 | 33,253 | |||||||
Total liabilities and shareholders' equity | 131,017 | 157,542 | |||||||
Consolidated Entity Excluding Variable Interest Entities (VIE) | |||||||||
Investments and cash: | |||||||||
Available for sale, fixed maturity securities | 71,936 | 94,206 | |||||||
Variable Interest Entity, Consolidated | |||||||||
Investments and cash: | |||||||||
Available for sale, fixed maturity securities | 3,805 | 4,490 | |||||||
Commercial mortgage and other loans | [2] | 10,832 | 9,740 | ||||||
Other investments | [2],[3] | 1,909 | 1,535 | ||||||
Policy liabilities: | |||||||||
Total liabilities | [2] | $ 390 | $ 414 | ||||||
|