What is DOWLING & PARTN's Estimate for AFG FY2026 Earnings?

Key Points

• DOWLING & PARTN raised its FY2026 EPS estimate for American Financial Group to $12.00, above the current consensus of $11.22 per share. It also projected FY2027 earnings of $12.50 per share.
• Other analysts remain mixed on AFG, with recent target increases from Wells Fargo, Piper Sandler, and KBW, while the broader consensus rating is still Hold with a $145 target price.
• American Financial Group recently reported quarterly EPS of $2.47, missing estimates, though revenue of $1.85 billion topped expectations. The stock was trading around $133.66, with a dividend yield of about 2.6%.

American Financial Group, Inc. (NYSE:AFG - Free Report) - Stock analysts at DOWLING & PARTN issued their FY2026 earnings estimates for shares of American Financial Group in a research report issued to clients and investors on Wednesday, May 20th. DOWLING & PARTN analyst J. Christiana forecasts that the insurance provider will earn $12.00 per share for the year. The consensus estimate for American Financial Group's current full-year earnings is $11.22 per share. DOWLING & PARTN also issued estimates for American Financial Group's FY2027 earnings at $12.50 EPS.

Several other analysts have also recently weighed in on AFG. Wells Fargo & Company increased their price target on shares of American Financial Group from $155.00 to $158.00 and gave the company an "overweight" rating in a research note on Wednesday, May 6th. Piper Sandler boosted their price objective on shares of American Financial Group from $135.00 to $140.00 and gave the company a "neutral" rating in a report on Tuesday. Keefe, Bruyette & Woods boosted their price objective on shares of American Financial Group from $134.00 to $140.00 and gave the company a "market perform" rating in a report on Wednesday, March 25th. Finally, Weiss Ratings upgraded shares of American Financial Group from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, March 16th. Two equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, American Financial Group presently has a consensus rating of "Hold" and a consensus target price of $145.00.

American Financial Group Stock Performance

American Financial Group stock opened at $133.66 on Thursday. The firm has a 50 day simple moving average of $131.03 and a 200-day simple moving average of $132.62. American Financial Group has a 1-year low of $121.44 and a 1-year high of $150.02. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.48 and a quick ratio of 0.48. The stock has a market cap of $11.10 billion, a price-to-earnings ratio of 12.70 and a beta of 0.65.

American Financial Group (NYSE:AFG - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The insurance provider reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.54 by ($0.07). American Financial Group had a net margin of 10.76% and a return on equity of 19.50%. The business had revenue of $1.85 billion for the quarter, compared to analysts' expectations of $1.70 billion. During the same period in the prior year, the company posted $1.81 EPS. The firm's revenue was down .1% on a year-over-year basis.

American Financial Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Wednesday, April 15th were issued a $0.88 dividend. This represents a $3.52 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Wednesday, April 15th. American Financial Group's dividend payout ratio is currently 33.46%.

Insider Activity at American Financial Group

In other news, CFO Brian S. Hertzman sold 1,663 shares of the company's stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $133.70, for a total value of $222,343.10. Following the transaction, the chief financial officer directly owned 12,073 shares in the company, valued at approximately $1,614,160.10. This represents a 12.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 16.90% of the company's stock.

Hedge Funds Weigh In On American Financial Group

Large investors have recently made changes to their positions in the stock. Cassaday & Co Wealth Management LLC acquired a new position in shares of American Financial Group in the 1st quarter worth approximately $26,000. Global Retirement Partners LLC lifted its holdings in shares of American Financial Group by 904.8% in the 4th 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 last quarter. Clearstead Advisors LLC lifted its holdings in shares of American Financial Group by 87.7% in the 4th 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 last quarter. Smartleaf Asset Management LLC lifted its holdings in shares of American Financial Group by 165.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 273 shares of the insurance provider's stock worth $39,000 after acquiring an additional 170 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd acquired a new stake in American Financial Group during the 3rd quarter worth approximately $44,000. 64.37% of the stock is currently owned by institutional investors and hedge funds.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.