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.
Note:
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