Northwestern Mutual Wealth Management Co. Buys 39,279 Shares of American Financial Group, Inc. $AFG

Northwestern Mutual Wealth Management Co. raised its stake in American Financial Group, Inc. (NYSE:AFG) by 377.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 49,681 shares of the insurance provider’s stock after acquiring an additional 39,279 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in American Financial Group were worth $6,790,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Victory Capital Management Inc. raised its holdings in American Financial Group by 12.9% in the 3rd quarter. Victory Capital Management Inc. now owns 2,963,942 shares of the insurance provider’s stock valued at $431,906,000 after acquiring an additional 337,573 shares during the period. Dimensional Fund Advisors LP raised its holdings in American Financial Group by 10.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,127,518 shares of the insurance provider’s stock valued at $164,293,000 after acquiring an additional 110,872 shares during the period. Northern Trust Corp raised its holdings in American Financial Group by 33.2% in the 3rd quarter. Northern Trust Corp now owns 1,026,783 shares of the insurance provider’s stock valued at $149,623,000 after acquiring an additional 255,693 shares during the period. M&T Bank Corp raised its holdings in American Financial Group by 20,131.5% in the 4th quarter. M&T Bank Corp now owns 637,090 shares of the insurance provider’s stock valued at $87,077,000 after acquiring an additional 633,941 shares during the period. Finally, Woodline Partners LP raised its holdings in American Financial Group by 58.4% in the 3rd quarter. Woodline Partners LP now owns 621,623 shares of the insurance provider’s stock valued at $90,583,000 after acquiring an additional 229,140 shares during the period. 64.37% of the stock is owned by institutional investors.

American Financial Group Stock Down 0.4%

Shares of AFG opened at $136.73 on Friday. American Financial Group, Inc. has a 12 month low of $120.60 and a 12 month high of $150.02. The firm’s 50 day moving average is $130.60 and its 200-day moving average is $132.62. The stock has a market capitalization of $11.36 billion, a PE ratio of 13.00 and a beta of 0.65. The company has a current ratio of 0.48, a quick ratio of 0.48 and a debt-to-equity ratio of 0.39.

American Financial Group (NYSE:AFG) last announced its earnings results on Thursday, April 30th. The insurance provider reported $2.47 EPS for the quarter, missing the consensus estimate of $2.54 by ($0.07). American Financial Group had a return on equity of 19.50% and a net margin of 10.76%.The business had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.70 billion. During the same period in the prior year, the business posted $1.81 earnings per share. The firm’s revenue for the quarter was down .1% compared to the same quarter last year. Equities research analysts forecast that American Financial Group, Inc. will post 11.22 EPS for the current year.

American Financial Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Wednesday, April 15th were issued a dividend of $0.88 per share. The ex-dividend date of this dividend was Wednesday, April 15th. This represents a $3.52 annualized dividend and a dividend yield of 2.6%. American Financial Group’s dividend payout ratio (DPR) is currently 33.46%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on AFG shares. Keefe, Bruyette & Woods increased their price target on shares of American Financial Group from $134.00 to $140.00 and gave the company a “market perform” rating in a report on Wednesday, March 25th. Wells Fargo & Company increased their price target on shares of American Financial Group from $155.00 to $158.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Weiss Ratings raised shares of American Financial Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 16th. Finally, Piper Sandler raised their target price on shares of American Financial Group from $129.00 to $135.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $143.75.

Key American Financial Group News

Here are the key news stories impacting American Financial Group this week:

• Positive Sentiment: Zacks Research raised its estimates for American Financial Group’s FY2026, FY2027 and FY2028 earnings, suggesting expectations for steady profit growth remain intact. Article Title
• Positive Sentiment: Analysts highlighted premium growth, strong renewal pricing, and disciplined underwriting as core drivers that could support margins and earnings for AFG. Article Title
• Neutral Sentiment: One Zacks update trimmed near-term Q2 2026 earnings estimates slightly, while another raised Q3 2026 and later-period forecasts, creating a mixed short-term but constructive longer-term picture for the company. Article Title
• Negative Sentiment: Analysts also noted risks from rising costs and regulation, which could pressure profitability if trends worsen. Article Title

Insider Activity at American Financial Group

In other news, CFO Brian S. Hertzman sold 1,663 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $133.70, for a total transaction of $222,343.10. Following the transaction, the chief financial officer directly owned 12,073 shares of the company’s stock, valued at approximately $1,614,160.10. This trade represents a 12.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 16.90% of the company’s stock.

About American Financial Group

American Financial Group, Inc (NYSE: AFG) is a diversified holding company primarily engaged in property and casualty insurance and reinsurance. Through its flagship subsidiary, Great American Insurance Company, the firm underwrites a broad range of specialty insurance products for commercial and industrial clients, including inland marine, excess and surplus lines, executive liability, and environmental liability coverage. In addition, American Financial Group offers supplemental accident and health insurance and assumes reinsurance risks from other insurers, helping to diversify its underwriting portfolio.

The company traces its roots to 1946, when it was founded by Carl Lindner, Sr.