American Financial Group, Inc. $AFG Shares Acquired by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans increased its position in American Financial Group, Inc. (NYSE:AFG) by 44.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,910 shares of the insurance provider’s stock after buying an additional 7,923 shares during the period. Thrivent Financial for Lutherans’ holdings in American Financial Group were worth $3,541,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of AFG. M&T Bank Corp boosted its position in American Financial Group by 20,131.5% during the fourth quarter. M&T Bank Corp now owns 637,090 shares of the insurance provider’s stock worth $87,077,000 after acquiring an additional 633,941 shares during the last quarter. Victory Capital Management Inc. boosted its position in American Financial Group by 12.9% during the third quarter. Victory Capital Management Inc. now owns 2,963,942 shares of the insurance provider’s stock worth $431,906,000 after acquiring an additional 337,573 shares during the last quarter. Northern Trust Corp boosted its position in American Financial Group by 33.2% during the third quarter. Northern Trust Corp now owns 1,026,783 shares of the insurance provider’s stock worth $149,623,000 after acquiring an additional 255,693 shares during the last quarter. Woodline Partners LP boosted its position in American Financial Group by 58.4% during the third quarter. Woodline Partners LP now owns 621,623 shares of the insurance provider’s stock worth $90,583,000 after acquiring an additional 229,140 shares during the last quarter. Finally, Man Group plc boosted its position in American Financial Group by 316.8% during the third quarter. Man Group plc now owns 198,528 shares of the insurance provider’s stock worth $28,930,000 after acquiring an additional 150,902 shares during the last quarter. Institutional investors and hedge funds own 64.37% of the company’s stock.

American Financial Group Trading Down 0.4%

AFG stock opened at $136.73 on Friday. The company has a quick ratio of 0.48, a current ratio of 0.48 and a debt-to-equity ratio of 0.39. The company has a market cap of $11.36 billion, a price-to-earnings ratio of 13.00 and a beta of 0.65. The business has a fifty day simple moving average of $130.60 and a 200-day simple moving average of $132.62. American Financial Group, Inc. has a 52 week low of $120.60 and a 52 week high of $150.02.

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

American Financial Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

AFG has been the topic of a number of analyst reports. 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 research report on Friday, May 1st. Wells Fargo & Company raised their target price on shares of American Financial Group from $155.00 to $158.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 6th. Weiss Ratings upgraded shares of American Financial Group from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 16th. Finally, Keefe, Bruyette & Woods raised their target price on shares of American Financial Group from $134.00 to $140.00 and gave the stock a “market perform” rating in a research report on Wednesday, March 25th. Two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $143.75.

American Financial Group News Roundup

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 Buying and Selling at American Financial Group

In related news, CFO Brian S. Hertzman sold 1,663 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $133.70, for a total value 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 16.90% of the company’s stock.

American Financial Group Profile

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.