Research Analysts Set Expectations for AFG Q2 Earnings

American Financial Group, Inc. (NYSE:AFG) – Analysts at Zacks Research cut their Q2 2026 earnings per share (EPS) estimates for shares of American Financial Group in a research note issued on Wednesday, March 19th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $2.83 for the quarter, down from their previous forecast of $2.84. 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 FY2026 earnings at $11.64 EPS and FY2027 earnings at $12.71 EPS.

Separately, Keefe, Bruyette & Woods downgraded shares of American Financial Group from an “outperform” rating to a “market perform” rating and cut their price target for the company from $164.00 to $144.00 in a report on Friday, February 7th.

American Financial Group Trading Down 0.1 %

Shares of AFG opened at $125.03 on Friday. The company’s fifty day simple moving average is $128.72 and its 200-day simple moving average is $134.00. The company has a market cap of $10.50 billion, a P/E ratio of 11.83 and a beta of 0.79. The company has a current ratio of 0.53, a quick ratio of 0.53 and a debt-to-equity ratio of 0.31. American Financial Group has a twelve month low of $118.97 and a twelve month high of $150.19.

American Financial Group (NYSE:AFG) last issued its quarterly earnings results on Tuesday, February 4th. The insurance provider reported $3.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.15 by ($0.03). American Financial Group had a return on equity of 20.30% and a net margin of 10.66%.

American Financial Group Announces Dividend

The firm also recently disclosed a special dividend, which will be paid on Friday, March 28th. Shareholders of record on Monday, March 17th will be given a $2.00 dividend. The ex-dividend date of this dividend is Monday, March 17th. American Financial Group’s dividend payout ratio (DPR) is presently 30.27%.

Insiders Place Their Bets

In related news, Director Gregory G. Joseph acquired 3,000 shares of the stock in a transaction on Thursday, February 20th. The stock was bought at an average cost of $121.00 per share, with a total value of $363,000.00. Following the transaction, the director now directly owns 57,477 shares in the company, valued at approximately $6,954,717. This represents a 5.51 % increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Insiders own 14.50% of the company’s stock.

Institutional Trading of American Financial Group

Several institutional investors and hedge funds have recently modified their holdings of AFG. Norges Bank bought a new stake in American Financial Group during the 4th quarter valued at $122,419,000. Voya Investment Management LLC grew its position in shares of American Financial Group by 89.5% during the 4th quarter. Voya Investment Management LLC now owns 672,851 shares of the insurance provider’s stock worth $92,134,000 after buying an additional 317,859 shares in the last quarter. Northern Trust Corp increased its stake in shares of American Financial Group by 35.8% during the fourth quarter. Northern Trust Corp now owns 802,069 shares of the insurance provider’s stock valued at $109,827,000 after buying an additional 211,630 shares during the period. Bank of New York Mellon Corp raised its holdings in shares of American Financial Group by 26.2% in the fourth quarter. Bank of New York Mellon Corp now owns 997,340 shares of the insurance provider’s stock valued at $136,566,000 after acquiring an additional 207,285 shares in the last quarter. Finally, FMR LLC raised its holdings in shares of American Financial Group by 3.8% in the third quarter. FMR LLC now owns 5,516,351 shares of the insurance provider’s stock valued at $742,501,000 after acquiring an additional 202,522 shares in the last quarter. Institutional investors own 64.37% of the company’s stock.

About American Financial Group

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.