Equities Analysts Offer Predictions for AFG FY2026 Earnings

American Financial Group, Inc. (NYSE:AFG) – Zacks Research cut their FY2026 EPS estimates for American Financial Group in a research report issued on Thursday, April 10th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $11.52 per share for the year, down from their previous estimate of $11.64. 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 2026 earnings at $3.21 EPS and Q1 2027 earnings at $2.56 EPS.

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

Separately, Keefe, Bruyette & Woods cut their price target on shares of American Financial Group from $144.00 to $126.00 and set a “market perform” rating for the company in a report on Wednesday.

American Financial Group Stock Down 0.6 %

Shares of NYSE AFG opened at $124.55 on Friday. The company has a quick ratio of 0.53, a current ratio of 0.53 and a debt-to-equity ratio of 0.31. The company has a market cap of $10.42 billion, a P/E ratio of 11.78 and a beta of 0.59. American Financial Group has a 52 week low of $114.73 and a 52 week high of $150.19. The business has a 50-day simple moving average of $125.58 and a two-hundred day simple moving average of $133.01.

American Financial Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 25th. Stockholders of record on Tuesday, April 15th will be issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 2.57%. The ex-dividend date is Tuesday, April 15th. American Financial Group’s payout ratio is 30.27%.

Insider Transactions at American Financial Group

In related news, Director Gregory G. Joseph bought 3,000 shares of the business’s stock in a transaction that occurred on Thursday, February 20th. The stock was bought at an average cost of $121.00 per share, for a total transaction of $363,000.00. Following the completion of the transaction, the director now owns 57,477 shares of the company’s stock, valued at approximately $6,954,717. The trade was a 5.51 % increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 14.50% of the company’s stock.

Hedge Funds Weigh In On American Financial Group

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank purchased a new stake in shares of American Financial Group in the 4th quarter valued at $122,419,000. Voya Investment Management LLC boosted its stake in shares of American Financial Group by 89.5% during the fourth quarter. Voya Investment Management LLC now owns 672,851 shares of the insurance provider’s stock valued at $92,134,000 after purchasing an additional 317,859 shares during the period. Northern Trust Corp increased its stake in shares of American Financial Group by 35.8% in the fourth quarter. Northern Trust Corp now owns 802,069 shares of the insurance provider’s stock worth $109,827,000 after buying an additional 211,630 shares during the period. Bank of New York Mellon Corp raised its stake in shares of American Financial Group by 26.2% during 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 during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH bought a new position in American Financial Group during the 4th quarter valued at approximately $20,675,000. 64.37% of the stock is currently owned by hedge funds and other institutional investors.

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.