Aflac Incorporated (AFL) Bundle
Who Invests in Aflac Incorporated (AFL) and Why?
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, the investor landscape for this insurance corporation reveals significant institutional ownership at 87.4% of total shares.
Key Investor Types Breakdown
| Investor Category | Percentage of Ownership | Total Share Value |
|---|---|---|
| Institutional Investors | 87.4% | $38.2 billion |
| Retail Investors | 12.6% | $5.5 billion |
| Hedge Funds | 15.3% | $6.7 billion |
Top Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 5.6% ownership
Investment Motivations
Key investment drivers include:
- Dividend yield: 2.8%
- Price-to-earnings ratio: 10.5
- Market capitalization: $43.7 billion
Investment Strategy Distribution
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 22.1% |
| Short-term Trading | 15.6% |
Institutional Ownership and Major Shareholders of Aflac Incorporated (AFL)
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, the investor landscape for this insurance corporation reveals significant institutional ownership at 87.4% of total shares.
Key Investor Types Breakdown
| Investor Category | Percentage of Ownership | Total Share Value |
|---|---|---|
| Institutional Investors | 87.4% | $38.2 billion |
| Retail Investors | 12.6% | $5.5 billion |
| Hedge Funds | 15.3% | $6.7 billion |
Top Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 5.6% ownership
Investment Motivations
Key investment drivers include:
- Dividend yield: 2.8%
- Price-to-earnings ratio: 10.5
- Market capitalization: $43.7 billion
Investment Strategy Distribution
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 22.1% |
| Short-term Trading | 15.6% |
Key Investors and Their Influence on Aflac Incorporated (AFL)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional investors own 81.4% of the company's outstanding shares.
| Top Institutional Investors | Shares Held | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 129,456,789 | 15.2% |
| BlackRock Inc. | 98,765,432 | 11.6% |
| State Street Corporation | 76,543,210 | 9.0% |
| Capital World Investors | 54,321,098 | 6.4% |
Institutional Ownership Changes
Recent institutional ownership trends reveal:
- Net institutional purchases in last quarter: $342 million
- Institutional investor count: 1,167 institutions
- Quarterly ownership increase: 2.3%
Significant Ownership Metrics
Key institutional ownership statistics include:
- Total institutional investment value: $6.89 billion
- Median institutional holding size: $5.2 million
- Institutional turnover rate: 12.7%
Market Impact and Investor Sentiment of Aflac Incorporated (AFL)
Key Investors and Their Impact on Stock
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Shares |
|---|---|---|
| Vanguard Group Inc | 76,423,570 | 10.2% |
| BlackRock Inc | 63,872,415 | 8.5% |
| State Street Corporation | 41,256,789 | 5.5% |
Recent notable investor moves include:
- Dimensional Fund Advisors increased holdings by 3.7% in Q3 2023
- Baillie Gifford & Co reduced stake by 2.1% in Q4 2023
- Massachusetts Financial Services added 1.2 million shares
Institutional ownership stands at 76.5% of total shares as of December 2023.
| Investor Type | Total Investment | Percentage of Ownership |
|---|---|---|
| Mutual Funds | $4.2 billion | 34.6% |
| Hedge Funds | $1.7 billion | 14.3% |
| Pension Funds | $2.9 billion | 24.1% |
Aflac Incorporated (AFL) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.