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Aflac Incorporated Announces Fourth Quarter Results, Reports Fourth Quarter Net Earnings of $1.4 Billion, Reiterates Increase in First Quarter Dividend of 5.2%

Aflac Incorporated (NYSE: AFL) today reported its fourth quarter results.

articleAflac IncorporatedFebruary 4, 202632/company/aflac-incorporated/news/aflac-incorporated-announces-fourth-quarter-210500350
Aflac Incorporated Announces Fourth Quarter Results, Reports Fourth Quarter Net Earnings of $1.4 Billion, Reiterates Increase in First Quarter Dividend of 5.2%

About this update from Aflac Incorporated

[{"type":"text","content":"COLUMBUS, Ga., Feb. 4, 2026 /PRNewswire/ -- Aflac Incorporated (NYSE: AFL) today reported its fourth quarter results.","length":117,"tagName":"p"},{"type":"text","content":"Total revenues were $4.9 billion in the fourth quarter of 2025, compared with $5.4 billion in the fourth quarter of 2024. Net earnings were $1.4 billion, or $2.64 per diluted share, compared with $1.9 billion, or $3.42 per diluted share a year ago.","length":248,"tagName":"p"},{"type":"text","content":"Net earnings in the fourth quarter of 2025 included net investment gains of $537 million, or $1.03 per diluted share, compared with net investment gains of $1.0 billion, or $1.86 per diluted share a year ago. These net investment gains were driven by net gains of $588 million on certain derivatives and foreign currency activities; net losses from sales and redemptions of $51 million; a $25 million gain from an increase in the fair value of equity securities; and no impairments; offset by $25 million of current expected credit losses (CECL).","length":546,"tagName":"p"},{"type":"text","content":"Adjusted earnings* in the fourth quarter were $818 million, compared with $865 million in the fourth quarter of 2024, reflecting a decrease of 5.4%. Adjusted earnings per diluted share* increased 0.6% to $1.57 in the quarter. Variable investment income ran $12 million below the company's long-term return expectations. The average yen/dollar exchange rate in the fourth quarter of 2025 was 154.20, or 1.2% weaker than the average rate of 152.35 in the fourth quarter of 2024. The weaker yen/dollar exchange rate did not impact adjusted earnings per share.","length":565,"tagName":"p"},{"type":"text","content":"Shareholders' equity was $29.5 billion, or $56.85 per share, at December 31, 2025, compared with $26.1 billion, or $47.45 per share, at December 31, 2024. Shareholders' equity at the end of the fourth quarter included a cumulative increase of $8.0 billion for the effect of the change in discount rate assumptions on insurance reserves, compared with a corresponding cumulative increase of $2.0 billion at December 31, 2024 and a net unrealized loss on investment securities and derivatives of $1.8 billion, compared with a net unrealized gain of $4 million at December 31, 2024. Shareholders' equity at the end of the fourth quarter...

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