Q4 EPS Forecast for American Financial Group Cut by Analyst

Key Points

• Zacks Research lowered American Financial Group’s Q4 2026 EPS forecast to $3.32 from $3.37; the current full-year consensus estimate is $11.73 per share.
• AFG reported a strong latest quarter, earning $2.82 per share versus the $2.32 consensus and generating $2.03 billion in revenue, up 5.5% year over year.
• The stock trades near its 52-week high at $145.67, while analysts maintain a consensus “Hold” rating with a $156 price target; the company also pays a quarterly dividend of $0.88 per share, yielding about 2.4%.

American Financial Group, Inc. (NYSE:AFG - Free Report) - Investment analysts at Zacks Research decreased their Q4 2026 earnings per share estimates for American Financial Group in a report issued on Tuesday, August 18th. Zacks Research analyst Team now forecasts that the insurance provider will earn $3.32 per share for the quarter, down from their previous estimate of $3.37. The consensus estimate for American Financial Group's current full-year earnings is $11.73 per share. Zacks Research also issued estimates for American Financial Group's Q2 2027 earnings at $2.69 EPS and Q2 2028 earnings at $2.93 EPS.

American Financial Group (NYSE:AFG - Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The insurance provider reported $2.82 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.32 by $0.50. The business had revenue of $2.03 billion during the quarter, compared to analysts' expectations of $1.85 billion. American Financial Group had a return on equity of 20.35% and a net margin of 11.51%.The firm's revenue for the quarter was up 5.5% compared to the same quarter last year. During the same period in the previous year, the business posted $2.14 earnings per share.

A number of other analysts have also weighed in on AFG. Keefe, Bruyette & Woods raised their price target on shares of American Financial Group from $148.00 to $153.00 and gave the company a "market perform" rating in a report on Tuesday, August 11th. Wells Fargo & Company raised their price target on American Financial Group from $158.00 to $173.00 and gave the company an "overweight" rating in a report on Thursday, July 9th. Piper Sandler raised their target price on shares of American Financial Group from $140.00 to $156.00 and gave the company a "neutral" rating in a research note on Monday, August 10th. Wall Street Zen raised shares of American Financial Group from a "hold" rating to a "buy" rating in a research note on Saturday. Finally, Weiss Ratings raised shares of American Financial Group from a "buy (b-)" rating to a "buy (b)" rating in a report on Tuesday, August 11th. Two investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $156.00.

American Financial Group Trading Down 0.6%

AFG opened at $145.67 on Wednesday. American Financial Group has a 1-year low of $123.09 and a 1-year high of $150.02. The stock has a market capitalization of $12.08 billion, a PE ratio of 12.73 and a beta of 0.62. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 0.38. The firm has a 50-day moving average price of $140.66 and a two-hundred day moving average price of $134.15.

Institutional Trading of American Financial Group

Large investors have recently bought and sold shares of the business. Cassaday & Co Wealth Management LLC acquired a new position in shares of American Financial Group in the first quarter valued at approximately $26,000. Global Retirement Partners LLC raised its holdings 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 period. Clearstead Advisors LLC raised its holdings in shares of American Financial Group by 87.7% during the fourth 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. Keating Financial Advisory Services Inc. bought a new stake in American Financial Group in the 2nd quarter valued at $42,000. Finally, Los Angeles Capital Management LLC bought a new stake in American Financial Group in the 4th quarter valued at $45,000. 64.37% of the stock is owned by institutional investors.

Insider Buying and Selling at American Financial Group

In other news, VP Mark A. Weiss sold 2,813 shares of the firm's stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $144.76, for a total transaction of $407,209.88. Following the sale, the vice president owned 6,648 shares of the company's stock, valued at $962,364.48. This trade represents a 29.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider David Lawrence Thompson, Jr. sold 11,370 shares of American Financial Group stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $135.05, for a total value of $1,535,518.50. Following the transaction, the insider owned 584,098 shares in the company, valued at $78,882,434.90. This trade represents a 1.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 16,430 shares of company stock valued at $2,255,061. Company insiders own 16.90% of the company's stock.

American Financial Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Wednesday, July 15th were issued a dividend of $0.88 per share. The ex-dividend date was Wednesday, July 15th. This represents a $3.52 annualized dividend and a yield of 2.4%. American Financial Group's payout ratio is currently 30.77%.

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.

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