Zacks Research Issues Negative Estimate for AFG Earnings

American Financial Group, Inc. (NYSE:AFG) – Zacks Research reduced their Q2 2026 earnings per share estimates for shares of American Financial Group in a report released on Wednesday, May 13th. Zacks Research analyst Team now anticipates that the insurance provider will earn $2.45 per share for the quarter, down from their previous estimate of $2.47. The consensus estimate for American Financial Group’s current full-year earnings is $11.01 per share. Zacks Research also issued estimates for American Financial Group’s Q3 2026 earnings at $2.64 EPS, Q4 2026 earnings at $3.42 EPS, Q1 2027 earnings at $2.68 EPS, Q2 2027 earnings at $2.59 EPS, FY2027 earnings at $11.73 EPS and FY2028 earnings at $11.67 EPS.

American Financial Group (NYSE:AFG) last issued its quarterly earnings results on Thursday, April 30th. The insurance provider reported $2.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.54 by ($0.07). The company had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.70 billion. American Financial Group had a return on equity of 19.50% and a net margin of 10.76%.The firm’s quarterly revenue was down .1% on a year-over-year basis. During the same quarter last year, the firm posted $1.81 EPS.

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

American Financial Group Trading Up 0.2%

NYSE AFG opened at $132.64 on Friday. The company has a market capitalization of $11.02 billion, a price-to-earnings ratio of 12.61 and a beta of 0.65. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.48 and a quick ratio of 0.48. American Financial Group has a 12 month low of $120.52 and a 12 month high of $150.02. The company’s fifty day moving average price is $129.85 and its two-hundred day moving average price is $132.41.

American Financial Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Wednesday, April 15th were given a dividend of $0.88 per share. This represents a $3.52 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Wednesday, April 15th. American Financial Group’s dividend payout ratio is currently 33.46%.

Insiders Place Their Bets

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

Institutional Investors Weigh In On American Financial Group

Several large investors have recently added to or reduced their stakes in the stock. Cassaday & Co Wealth Management LLC bought a new stake in American Financial Group in the first quarter valued at $26,000. Global Retirement Partners LLC grew its position in shares of American Financial Group by 904.8% during the fourth quarter. Global Retirement Partners LLC now owns 211 shares of the insurance provider’s stock worth $29,000 after acquiring an additional 190 shares during the last quarter. Root Financial Partners LLC acquired a new stake in shares of American Financial Group in the 3rd quarter worth about $34,000. Clearstead Advisors LLC increased its holdings in shares of American Financial Group by 87.7% in the 4th quarter. Clearstead Advisors LLC now owns 259 shares of the insurance provider’s stock worth $35,000 after acquiring an additional 121 shares during the period. Finally, Smartleaf Asset Management LLC lifted its position in American Financial Group by 165.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 273 shares of the insurance provider’s stock valued at $39,000 after purchasing an additional 170 shares during the last quarter. 64.37% of the stock is owned by institutional investors and hedge funds.

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.