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Dec 31, 2019

Aflac Q4 2019 Earnings Report

Aflac's Q4 2019 earnings were reported, with net earnings of $782 million and adjusted EPS of $1.03.

Key Takeaways

Aflac Incorporated reported fourth-quarter results, with total revenues of $5.6 billion and net earnings of $782 million, or $1.06 per diluted share. Adjusted earnings were $756 million, or $1.03 per diluted share. The company affirms its 2020 adjusted EPS outlook and increased its first-quarter cash dividend by 3.7%.

Total revenues reached $5.6 billion, up from $5.1 billion in Q4 2018.

Net earnings increased to $782 million, or $1.06 per diluted share, compared to $525 million, or $0.69 per diluted share in the previous year.

Adjusted earnings were $756 million, a slight decrease from $779 million in Q4 2018.

Aflac Japan's pretax adjusted earnings declined 8.8% on a reported basis and 7.2% on a currency-neutral basis.

Total Revenue
$5.6B
Previous year: $5.13B
+9.3%
EPS
$1.03
Previous year: $1.02
+1.0%
Japan Net Premium Income
$3.2B
Japan Net Investment Income
$618M
US Net Premium Income
$1.4B
Gross Profit
$5.6B
Previous year: $5.11B
+9.6%
Cash and Equivalents
$4.9B
Previous year: $4.34B
+12.9%
Total Assets
$153B
Previous year: $140B
+8.8%

Aflac

Aflac

Aflac Revenue by Segment

Forward Guidance

Aflac aims to produce stable adjusted earnings per diluted share of $4.32 to $4.52, assuming the 2019 weighted-average exchange rate of 109.07 yen to the dollar.

Positive Outlook

  • The company is focused on driving future earned premium growth.
  • Aflac is committed to rewarding shareholders through dividend increases.
  • The company is reinvesting in its platform to drive efficiencies.
  • Aflac is balancing reinvestment with a focus on increasing the dividend and repurchasing shares.
  • Share repurchase is expected to be in the range of $1.3 to $1.7 billion in 2020.

Challenges Ahead

  • Aflac Japan saw a decline in total earned premium in 2019 due to limited-pay policies reaching paid-up status.
  • Full-year third sector and first sector protection sales were down in the mid-teens.
  • Aflac U.S. financial results reflected elevated expenses due to ongoing investments.
  • Aflac expects a decline in the range of 0.7% in third sector and first sector protection earned premium for the year.
  • The company's objectives assume stable capital conditions and the absence of compelling alternatives.

Revenue & Expenses

Visualization of income flow from segment revenue to net income