Zacks Research Analysts Increase Earnings Estimates for AFG

American Financial Group, Inc. (NYSE:AFG) – Equities research analysts at Zacks Research raised their Q3 2025 earnings per share (EPS) estimates for American Financial Group in a research note issued to investors on Monday, May 19th. Zacks Research analyst T. De now anticipates that the insurance provider will post earnings of $2.99 per share for the quarter, up from their prior forecast of $2.55. 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 Q2 2026 earnings at $2.92 EPS, Q4 2026 earnings at $2.83 EPS, Q1 2027 earnings at $2.50 EPS and FY2027 earnings at $12.27 EPS.

Separately, Keefe, Bruyette & Woods decreased their price target on shares of American Financial Group from $126.00 to $125.00 and set a “market perform” rating on the stock in a research report on Friday, May 9th.

American Financial Group Stock Down 2.2%

NYSE AFG opened at $122.91 on Thursday. American Financial Group has a 12 month low of $114.73 and a 12 month high of $150.19. The company has a market capitalization of $10.28 billion, a P/E ratio of 11.63 and a beta of 0.72. The company’s 50 day simple moving average is $126.17 and its 200 day simple moving average is $131.49. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.53 and a quick ratio of 0.53.

American Financial Group (NYSE:AFG) last issued its quarterly earnings results on Tuesday, May 6th. The insurance provider reported $1.81 earnings per share for the quarter, missing analysts’ consensus estimates of $2.17 by ($0.36). American Financial Group had a net margin of 10.66% and a return on equity of 20.30%. The business had revenue of $1.58 billion during the quarter, compared to analyst estimates of $1.74 billion. During the same period in the previous year, the company posted $2.76 earnings per share. American Financial Group’s revenue was down 2.6% compared to the same quarter last year.

American Financial Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 25th. Stockholders of record on Tuesday, April 15th were issued a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 2.60%. The ex-dividend date of this dividend was Tuesday, April 15th. American Financial Group’s dividend payout ratio is 33.61%.

Hedge Funds Weigh In On American Financial Group

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Private Trust Co. NA raised its holdings in American Financial Group by 144.3% during the 1st quarter. Private Trust Co. NA now owns 215 shares of the insurance provider’s stock worth $28,000 after buying an additional 127 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in shares of American Financial Group during the first quarter valued at approximately $34,000. UMB Bank n.a. lifted its position in shares of American Financial Group by 86.8% in the 4th quarter. UMB Bank n.a. now owns 340 shares of the insurance provider’s stock valued at $47,000 after acquiring an additional 158 shares in the last quarter. Natixis purchased a new stake in shares of American Financial Group in the 4th quarter valued at approximately $47,000. Finally, Lazard Asset Management LLC purchased a new stake in shares of American Financial Group in the 4th quarter valued at approximately $53,000. Institutional investors and hedge funds own 64.37% of the company’s stock.

American Financial Group Company Profile

American Financial Group, Inc, an insurance holding company, provides specialty property and casualty insurance products in the United States. The company offers property and transportation insurance products, such as physical damage and liability coverage for buses and trucks, inland and ocean marine, agricultural-related products, and other commercial property and specialty transportation coverages; specialty casualty insurance, including primarily excess and surplus, executive and professional liability, general liability, umbrella and excess liability, and specialty coverage in targeted markets, as well as customized programs for small to mid-sized businesses and workers’ compensation insurance; and specialty financial insurance products comprising risk management insurance programs for lending and leasing institutions, fidelity and surety products, and trade credit insurance.