Barclays analyst Alex Scott maintains $Aflac Inc (AFL.US)$ with a sell rating, and maintains the target price at $96.
According to TipRanks data, the analyst has a success rate of 66.7% and a total average return of 13.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Aflac Inc (AFL.US)$'s main analysts recently are as follows:
Following the company's investor day, it was observed that Aflac's margin guidance for both the U.S. and Japan was weaker than anticipated. This revelation contributed to a roughly 4% decline in share value on the day. Although some aspects of the guidance surpassed consensus expectations, the revised margin outlook predominantly led to a recalibration of expectations to a lower level.
Aflac's recent investor day centered on its overall strategy, initiatives in U.S. and Japan sales, as well as projections concerning capital and margins. The financial outlook presented was somewhat pessimistic compared to current performance levels, contributing to a downtrend in its shares.
The firm interprets Aflac's projections for 2025-2027 as cautious, with assumptions not including potential favorable reserve developments, which are expected to persist. Challenges in U.S. margin guidance are mainly attributed to shifts in product mix affecting performance, along with moderate concerns over net interest income projections for 2025 acting as further obstacles. Nonetheless, the robustness of Aflac's capital and reserves is viewed as providing significant flexibility, particularly in potentially tough market conditions.
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巴克莱银行分析师Alex Scott维持$美国家庭寿险 (AFL.US)$卖出评级,维持目标价96美元。
根据TipRanks数据显示,该分析师近一年总胜率为66.7%,总平均回报率为13.3%。
此外,综合报道,$美国家庭寿险 (AFL.US)$近期主要分析师观点如下:
在公司的投资者日之后,人们观察到美国和日本的Aflac利润率指引较预期更为疲弱。这一揭示导致当天股值下跌约4%。尽管某些指引方面超出共识预期,但修订后的利润率展望主要导致预期水平的调整至较低水平。
Aflac最近的投资者日集中讨论其整体战略,美国和日本销售方面的举措,以及有关资本和利润率的预测。所提供的财务展望相对于当前表现水平略显悲观,导致其股价下跌。
该公司解读Aflac对2025-2027年的展望为谨慎,假设不包括预期的有利准备金发展,预计将持续存在。美国利润率指引方面的挑战主要归因于影响表现的产品组合变化,以及对2025年净利息收入预测的适度关注进一步构成障碍。尽管如此,Aflac的资本和准备金的强大被视为提供了重要的灵活性,特别是在可能的艰难市场条件下。
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