UPDATE: Aflac 3Q Income Soars, But US Market Stalls
October 28 2009 - 6:54PM
Dow Jones News
Aflac Inc.'s (AFL) third-quarter profit nearly quadrupled on
reduced investment losses and increased premiums, but the company
cautioned that it will miss its annual U.S. market sales
target.
Chairman and Chief Executive Officer Daniel P. Amos said, "I
continue to be encouraged by our financial and operating
performance so far this year, especially in light of the weak
economic conditions."
He noted Aflac remains cautious about the U.S. economy, saying
that new U.S. premium sales will miss the flat-to-5% growth target
this year as planned. Japan's growth target should be met.
The company reported earnings of $363 million, or 77 cents a
share, compared with $100 million, or 21 cents a share, a year
earlier. Operating earnings, which exclude investment gains and
losses, rose to $1.25 from $1.02. The company in July projected
$1.19 to $1.22, slightly above analysts' then-expectations.
Revenue rose 23% to $4.53 billion. Analysts polled by Thomson
Reuters recently projected $4.68 billion.
Premium income in yen grew 3.4% in the company's Japanese
operations, Aflac's biggest business. It grew 19% in dollars. U.S
premium income rose 3%.
Meanwhile, there remain concerns about Aflac's $8.3 billion in
perpetual-debenture exposure, which UBS earlier this month calling
it "still disconcerting." Aflac said in July it wouldn't record any
write-down under statutory accounting because it believes the
hybrid securities - which contain elements of equity and debt -
will continue to make payments.
Aflac said its risk-based capital ratio, a regulatory measure of
a company's capital adequacy, dropped to an estimated 405% at the
end of the third quarter, above its internal target.
Analyst Steven Schwartz of Raymond James said the drop is from
around 459% at the end of the second quarter. "Could be some worry
there," he said.
He attributed the company's beat over analyst expectations
largely to expense reductions.
Aflac recorded $212 million of write-downs on them in the third
quarter, again on a nonstatutory basis.
Shares closed Wednesday at $40.58 and traded down 1.7% to $39.90
in light after-market trading. The stock is down 11% this year.
-By Lavonne Kuykendall, Dow Jones Newswires; (312) 750 4141;
lavonne.kuykendall@dowjones.com
-By Kevin Kingsbury; Dow Jones Newswires; 212-416-2354;
kevin.kingsbury@dowjones.com
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