Zacks Research Issues Negative Estimate for AFG Earnings

American Financial Group, Inc. (NYSE:AFG - Free Report) - Stock analysts at Zacks Research reduced their Q2 2025 EPS estimates for shares of American Financial Group in a research note issued on Monday, May 19th. Zacks Research analyst T. De now expects that the insurance provider will earn $2.23 per share for the quarter, down from their previous forecast of $2.47. 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 2025 earnings at $3.25 EPS, FY2025 earnings at $10.28 EPS, Q1 2026 earnings at $2.80 EPS, Q3 2026 earnings at $2.83 EPS and FY2026 earnings at $11.38 EPS.

Separately, Keefe, Bruyette & Woods dropped their price target on American Financial Group from $126.00 to $125.00 and set a "market perform" rating on the stock in a research note on Friday, May 9th.

American Financial Group Trading Up 0.1%

Shares of AFG stock traded up $0.17 on Wednesday, hitting $121.57. The stock had a trading volume of 411,471 shares, compared to its average volume of 388,869. The company has a fifty day moving average price of $125.98 and a two-hundred day moving average price of $131.38. American Financial Group has a twelve month low of $114.73 and a twelve month high of $150.19. The company has a current ratio of 0.53, a quick ratio of 0.53 and a debt-to-equity ratio of 0.31. The firm has a market cap of $10.17 billion, a P/E ratio of 11.50 and a beta of 0.72.

American Financial Group (NYSE:AFG - Get Free Report) last released its quarterly earnings data on Tuesday, May 6th. The insurance provider reported $1.81 EPS for the quarter, missing analysts' consensus estimates of $2.17 by ($0.36). American Financial Group had a net margin of 10.66% and a return on equity of 20.30%. The company had revenue of $1.58 billion during the quarter, compared to the consensus estimate of $1.74 billion. During the same quarter in the prior year, the company posted $2.76 EPS. The company's revenue for the quarter was down 2.6% compared to the same quarter last year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Intech Investment Management LLC lifted its position in shares of American Financial Group by 57.1% in the 4th quarter. Intech Investment Management LLC now owns 38,623 shares of the insurance provider's stock worth $5,289,000 after purchasing an additional 14,045 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of American Financial Group by 2.6% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 151,771 shares of the insurance provider's stock valued at $20,782,000 after purchasing an additional 3,911 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in shares of American Financial Group by 55.2% in the fourth quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,837 shares of the insurance provider's stock valued at $1,073,000 after acquiring an additional 2,789 shares in the last quarter. Proficio Capital Partners LLC purchased a new stake in American Financial Group during the fourth quarter worth about $5,127,000. Finally, Bank of New York Mellon Corp increased its stake in shares of American Financial Group by 26.2% during the 4th quarter. Bank of New York Mellon Corp now owns 997,340 shares of the insurance provider's stock worth $136,566,000 after purchasing an additional 207,285 shares during the last quarter. Institutional investors own 64.37% of the company's stock.

American Financial Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 25th. Shareholders of record on Tuesday, April 15th were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 2.63%. The ex-dividend date was Tuesday, April 15th. American Financial Group's payout ratio is presently 33.61%.

American Financial Group Company Profile

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.