Research Analysts Offer Predictions for AFG FY2026 Earnings

Key Points

• DOWLING & PARTN raised its FY2026 EPS forecast for American Financial Group to $12.90 from $12.75, above the $12.51 analyst consensus.
• AFG beat quarterly expectations, reporting EPS of $3.97 versus estimates of $3.80 and revenue of $2.58 billion versus $2.40 billion.
• Analyst sentiment is moderately positive, with a consensus price target of $159.00; the company also announced a special dividend of $3.50 per share.

American Financial Group, Inc. (NYSE:AFG - Free Report) - Equities research analysts at DOWLING & PARTN increased their FY2026 earnings estimates for American Financial Group in a research report issued to clients and investors on Tuesday, November 10th. DOWLING & PARTN analyst J. Christiana now anticipates that the insurance provider will earn $12.90 per share for the year, up from their previous forecast of $12.75. The consensus estimate for American Financial Group's current full-year earnings is $12.51 per share.

A number of other equities analysts have also issued reports on AFG. Wells Fargo & Company increased their price target on American Financial Group from $166.00 to $180.00 and gave the company an "overweight" rating in a research note on Thursday, November 5th. Wall Street Zen downgraded American Financial Group from a "buy" rating to a "hold" rating in a research note on Saturday, November 7th. Keefe, Bruyette & Woods upped their price objective on American Financial Group from $147.00 to $150.00 and gave the company a "market perform" rating in a report on Monday. Weiss Ratings reaffirmed a "buy (b)" rating on shares of American Financial Group in a research note on Wednesday, November 4th. Finally, Piper Sandler raised their target price on American Financial Group from $140.00 to $156.00 and gave the company a "neutral" rating in a research note on Monday, August 10th. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $159.00.

American Financial Group Price Performance

Shares of NYSE:AFG opened at $160.35 on Friday. The stock has a market cap of $13.27 billion, a price-to-earnings ratio of 12.49 and a beta of 0.55. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.52 and a quick ratio of 0.52. American Financial Group has a 12 month low of $123.09 and a 12 month high of $163.29. The stock's 50 day moving average price is $146.25 and its 200 day moving average price is $137.62.

American Financial Group (NYSE:AFG - Get Free Report) last issued its quarterly earnings results on Tuesday, November 3rd. The insurance provider reported $3.97 earnings per share for the quarter, topping analysts' consensus estimates of $3.80 by $0.17. American Financial Group had a net margin of 11.96% and a return on equity of 22.56%. The company had revenue of $2.58 billion during the quarter, compared to analyst estimates of $2.40 billion. During the same period in the prior year, the business posted $2.69 EPS.

American Financial Group Announces Dividend

The business also recently disclosed a special dividend, which will be paid on Wednesday, November 25th. Stockholders of record on Monday, November 16th will be paid a dividend of $3.50 per share. The ex-dividend date of this dividend is Monday, November 16th. American Financial Group's dividend payout ratio (DPR) is currently 31.65%.

Insider Activity

In other news, CFO Brian Hertzman sold 950 shares of the business's stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $142.87, for a total transaction of $135,726.50. Following the sale, the chief financial officer directly owned 11,123 shares of the company's stock, valued at $1,589,143.01. The trade was a 7.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 16.90% of the stock is owned by insiders.

Hedge Funds Weigh In On American Financial Group

Institutional investors have recently bought and sold shares of the stock. Bleakley Financial Group LLC acquired a new position in American Financial Group during the 3rd quarter valued at $1,814,000. First Trust Advisors LP raised its position in shares of American Financial Group by 30.8% during the third quarter. First Trust Advisors LP now owns 649,992 shares of the insurance provider's stock valued at $88,893,000 after buying an additional 153,073 shares during the last quarter. Advisors Asset Management Inc. acquired a new position in shares of American Financial Group during the third quarter valued at about $34,834,000. Private Wealth Asset Management LLC bought a new stake in shares of American Financial Group in the third quarter valued at about $197,000. Finally, Private Advisor Group LLC lifted its stake in shares of American Financial Group by 15.1% in the third quarter. Private Advisor Group LLC now owns 1,698 shares of the insurance provider's stock valued at $232,000 after buying an additional 223 shares during the period. Hedge funds and other institutional investors own 64.37% of the company's stock.

About American Financial Group

American Financial Group, Inc. is an insurance holding company headquartered in Cincinnati, Ohio. Through Great American Insurance Group, it provides property and casualty insurance, with a focus on specialty commercial markets and coverage tailored to specific industries and customer needs. Its products include insurance for businesses, farms and agricultural operations, and individuals, offered through a network of independent agents and brokers. AFG's insurance operations serve customers primarily in the United States, with some products and services available internationally.

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