Company facts
- Industry
- Accident & Health Insurance
- Headquarters
- Columbus, Georgia
- Most recent report
- 10-Q, filed Nov 5, 2026
- Incorporated
- Georgia
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 4977
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 39
News 8 of 103
Prospectuses and Registrations 8 of 54
- S-3ASR Automatic shelf registration Jun 24, 2026
- 424B2 Prospectus supplement for an offering May 22, 2026
- FWP Free writing prospectus May 21, 2026
- 424B5 Prospectus supplement for an offering May 18, 2026
- 424B2 Prospectus supplement for an offering May 12, 2026
- FWP Free writing prospectus May 11, 2026
- 424B5 Prospectus supplement for an offering May 11, 2026
- S-3 Shelf registration statement Apr 23, 2026
Proxies 8 of 24
- DEFA14A Extra proxy material Mar 19, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 19, 2026
- PX14A6G Shareholder's own proxy material Mar 25, 2025
- DEFA14A Extra proxy material Mar 20, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 20, 2025
- DEFA14A Extra proxy material Mar 21, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 21, 2024
- DEFA14A Extra proxy material Mar 16, 2023
Ownership 8 of 755
- 144 Notice of a proposed sale of restricted stock Nov 9, 2026
- 13F-HR Quarterly report of institutional holdings Nov 5, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 16, 2026
- 4 Insider reported a trade Oct 15, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 13, 2026
Other 8 of 26
- N-PX Record of how a fund voted its shares Aug 20, 2026
- 11-K Employee stock plan report Jun 23, 2026
- EFFECT Notice that a registration became effective May 1, 2026
- CORRESP Reply to SEC staff Apr 28, 2026
- UPLOAD Comment letter from SEC staff Apr 28, 2026
- ARS Annual report sent to shareholders Mar 19, 2026
- N-PX Record of how a fund voted its shares Aug 20, 2025
- 11-K Employee stock plan report Jun 23, 2025
What to read: Sep 2026 10-Q
SECSift found 2 of 9 sections worth reading, with 0 positive, 6 notable, and 5 negative flags.
Financial Statements (Item 1)
Large investment losses, credit loss jump, new tax valuation allowance, and cyber incidents.Notable- Aflac Japan's adjusted revenue fell to 50% of total in Q3 2026 from 53% a year ago, as U.S. premiums grew.
- Aflac Japan ceded 50% of certain cancer policy liabilities ($2.7B reserves) to Aflac Re in July 2026.
- Aflac Re assumed $551M of reserves from a Japan Post affiliate in March 2026, a related-party transaction.
- Company issued ¥65.9B and $500M in new senior notes in May 2026, while $400M of notes matured in March 2026.
Management's Discussion (Item 2)
Two cyber incidents, a strategic portfolio repositioning causing $1.1B loss, and a tax valuation allowance.NotableNegative- Net earnings fell to $303M in Q3 2026 from $1.6B in Q3 2025, a drop of 81%, due to $1.1B net investment losses.
- A $51M tax capital loss valuation allowance was established in Q3 2026 against deferred tax assets for capital loss carryforwards.
- Two cyber incidents (U.S. June 2025, Japan June 2026) occurred; the company says losses from each cannot yet be reasonably estimated.
What changed: Sep 2026 vs. Jun 2026
About 3% of AFL's Sep 2026 10-Q is new information. 25 paragraphs were added, 276 changed, and 24 removed. Below are the most important lines SECSift identified.
Changed
- Shareholders' equity fell to $29.3 billion from $30.3 billion at June 30, 2026; per share dropped to $59.08 from $60.35.
- Adjusted earnings per diluted share fell to $2.43 from $2.49 in Q3 2025; yen weakened 6.8% to 158.49.
- Total revenues dropped to $3.3 billion from $4.7 billion in Q3 2025, driven by $1.1 billion net investment losses.
- Total comprehensive income fell to $35M from $2,783M for Q3 2026 vs Q3 2025.
- CEO/CFO Section 906 certification date moved from August 7, 2026 to November 5, 2026.
- Exhibit index dropped 4.1, 4.2, 4.3, 4.4, 4.5 (supplemental indentures) and added 32, 101.INS, 101.SCH, 101.CAL, 101.DEF, 101.LAB, 101.PRE, 104.
- Remaining shares available fell to 90,013,719 from 96,789,980.
- Shares bought for tax withholding rose to 358,836 from 356,563.
Everything here comes from Aflac Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 5, 2026, from the 10-Q for Sep 2026.