Zacks Research Issues Positive Forecast for AFG Earnings

American Financial Group, Inc. (NYSE:AFG) – Equities researchers at Zacks Research upped their Q4 2026 EPS estimates for American Financial Group in a research note issued to investors on Friday, January 30th. Zacks Research analyst Team now forecasts that the insurance provider will earn $3.52 per share for the quarter, up from their prior estimate of $3.51. The consensus estimate for American Financial Group’s current full-year earnings is $10.50 per share. Zacks Research also issued estimates for American Financial Group’s Q4 2027 earnings at $3.73 EPS.

American Financial Group (NYSE:AFG) last released its quarterly earnings data on Tuesday, February 3rd. The insurance provider reported $3.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.18 by $0.47. American Financial Group had a return on equity of 18.05% and a net margin of 9.66%.The firm had revenue of $1.81 billion during the quarter, compared to analysts’ expectations of $1.79 billion. During the same quarter last year, the firm earned $3.12 earnings per share. The business’s revenue for the quarter was down 4.0% on a year-over-year basis. American Financial Group has set its FY 2026 guidance at 11.000-11.000 EPS.

Other equities analysts have also issued research reports about the stock. Wells Fargo & Company assumed coverage on shares of American Financial Group in a research report on Thursday, January 15th. They set an “overweight” rating and a $165.00 price objective on the stock. Piper Sandler increased their price target on shares of American Financial Group from $130.00 to $139.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $142.00 price objective on shares of American Financial Group in a research note on Tuesday, November 11th. Finally, Weiss Ratings cut shares of American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. One research analyst has rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $142.50.

American Financial Group Stock Down 0.1%

Shares of American Financial Group stock opened at $129.96 on Monday. The firm has a market cap of $10.84 billion, a price-to-earnings ratio of 13.65 and a beta of 0.71. The stock has a 50-day simple moving average of $133.75 and a 200-day simple moving average of $135.10. American Financial Group has a 52-week low of $114.73 and a 52-week high of $150.02. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.55 and a quick ratio of 0.55.

Institutional Trading of American Financial Group

Hedge funds have recently added to or reduced their stakes in the business. Nordea Investment Management AB increased its stake in American Financial Group by 72.5% in the second quarter. Nordea Investment Management AB now owns 57,894 shares of the insurance provider’s stock valued at $7,249,000 after acquiring an additional 24,334 shares during the period. Caxton Associates LLP acquired a new stake in American Financial Group during the second quarter valued at approximately $1,790,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of American Financial Group by 16.7% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 64,591 shares of the insurance provider’s stock valued at $8,152,000 after purchasing an additional 9,263 shares during the period. Allianz Asset Management GmbH raised its holdings in shares of American Financial Group by 10.3% in the 2nd quarter. Allianz Asset Management GmbH now owns 306,080 shares of the insurance provider’s stock worth $38,630,000 after buying an additional 28,626 shares in the last quarter. Finally, Brandywine Global Investment Management LLC lifted its position in shares of American Financial Group by 33.6% during the 2nd quarter. Brandywine Global Investment Management LLC now owns 94,788 shares of the insurance provider’s stock worth $11,963,000 after buying an additional 23,838 shares during the period. Institutional investors own 64.37% of the company’s stock.

Insider Activity

In other news, CFO Brian S. Hertzman sold 1,777 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $142.51, for a total value of $253,240.27. Following the sale, the chief financial officer directly owned 11,300 shares of the company’s stock, valued at approximately $1,610,363. This trade represents a 13.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 17.40% of the company’s stock.

American Financial Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, January 27th. Shareholders of record on Thursday, January 15th were issued a dividend of $0.88 per share. This represents a $3.52 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Thursday, January 15th. American Financial Group’s dividend payout ratio is 36.97%.

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.