Aflac’s fourth quarter saw a positive market response despite missing Wall Street’s revenue and non-GAAP profit expectations, with management attributing performance to product launches and shifting sales dynamics across Japan and the U.S. The Japan business delivered a notable 15.7% sales increase driven by new cancer and medical products, while the U.S. segment benefitted from persistent premium growth and disciplined underwriting. CEO Daniel Amos highlighted that strong persistency and sales “offset the impact of reinsurance and policies reaching paid-up status.” Management noted higher group sales in the U.S. and an expanded distribution network in Japan as sources of resilience amid flat overall revenue.
As Aflac has lagged the S&P 500 over the past year, Wall Street analysts remain cautious on the stock, reflecting tempered expectations for its near-term performance and growth outlook.
Supplemental insurance provider Aflac (NYSE:AFL) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $4.28 billion. Its non-GAAP profit of $1.57 per share was 7.3% below analysts’ consensus estimates.
Supplemental insurance provider Aflac (NYSE:AFL) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 12.7% year on year to $4.87 billion. Its non-GAAP profit of $1.57 per share was 7.3% below analysts’ consensus estimates.
Insurance providers use their expertise in risk assessment to help protect assets while offering consumers peace of mind through comprehensive coverage options. But concerns about claims severity and tightening regulations have tempered enthusiasm,
limiting the industry’s gains to 3.4% over the past six months.
This return lagged the S&P 500’s 10% climb.
Aflac trades at $110.01 per share and has stayed right on track with the overall market, gaining 8.4% over the last six months. At the same time, the S&P 500 has returned 10.6%.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at CNO Financial Group (NYSE:CNO) and the best and worst performers in the life insurance industry.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the life insurance industry, including Brighthouse Financial (NASDAQ:BHF) and its peers.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner.
Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how life insurance stocks fared in Q3, starting with Unum Group (NYSE:UNM).
Let’s dig into the relative performance of Equitable Holdings (NYSE:EQH) and its peers as we unravel the now-completed Q3 life insurance earnings season.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
