American Financial Group (NYSE:AFG) Updates FY 2026 Earnings Guidance

American Financial Group (NYSE:AFG) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 11.000-11.000 for the period, compared to the consensus earnings per share estimate of 10.770. The company issued revenue guidance of -.

American Financial Group Price Performance

Shares of NYSE AFG traded up $2.56 during trading on Thursday, hitting $128.74. The company had a trading volume of 217,312 shares, compared to its average volume of 546,348. The firm has a market capitalization of $10.74 billion, a price-to-earnings ratio of 12.75 and a beta of 0.71. The stock has a fifty day simple moving average of $133.53 and a two-hundred day simple moving average of $135.03. The company has a quick ratio of 0.55, a current ratio of 0.55 and a debt-to-equity ratio of 0.38. American Financial Group has a fifty-two week low of $114.73 and a fifty-two week high of $150.02.

American Financial Group (NYSE:AFG) last issued its quarterly earnings results on Tuesday, February 3rd. The insurance provider reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.18 by $0.47. American Financial Group had a net margin of 10.30% and a return on equity of 18.92%. The firm had revenue of $2.06 billion for the quarter, compared to analyst estimates of $1.79 billion. During the same period last year, the company posted $3.12 EPS. American Financial Group’s quarterly revenue was down 4.0% compared to the same quarter last year. American Financial Group has set its FY 2026 guidance at 11.000-11.000 EPS. On average, research analysts expect that American Financial Group will post 10.5 earnings per share for the current year.

American Financial Group Dividend Announcement

The company also recently declared a special dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Monday, February 16th will be paid a $1.50 dividend. The ex-dividend date of this dividend is Friday, February 13th. American Financial Group’s payout ratio is currently 34.96%.

Analyst Upgrades and Downgrades

AFG has been the subject of several recent research reports. Weiss Ratings downgraded American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Wells Fargo & Company reduced their target price on shares of American Financial Group from $165.00 to $160.00 and set an “overweight” rating for the company in a research report on Thursday. Piper Sandler raised their price target on shares of American Financial Group from $130.00 to $139.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $142.00 price objective on shares of American Financial Group in a research note on Tuesday, November 11th. One analyst has rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $141.25.

Insider Buying and Selling

In other American Financial Group news, CFO Brian S. Hertzman sold 1,777 shares of American Financial Group stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $142.51, for a total transaction of $253,240.27. Following the transaction, the chief financial officer directly owned 11,300 shares of the company’s stock, valued at $1,610,363. The trade was a 13.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 17.40% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Northern Trust Corp boosted its holdings in American Financial Group by 33.2% during the 3rd quarter. Northern Trust Corp now owns 1,026,783 shares of the insurance provider’s stock valued at $149,623,000 after acquiring an additional 255,693 shares during the period. Woodline Partners LP lifted its position in shares of American Financial Group by 58.4% during the third quarter. Woodline Partners LP now owns 621,623 shares of the insurance provider’s stock worth $90,583,000 after purchasing an additional 229,140 shares in the last quarter. UBS Group AG boosted its stake in shares of American Financial Group by 12.5% in the third quarter. UBS Group AG now owns 528,374 shares of the insurance provider’s stock valued at $76,995,000 after purchasing an additional 58,814 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of American Financial Group by 3.6% in the third quarter. Ameriprise Financial Inc. now owns 440,062 shares of the insurance provider’s stock valued at $64,125,000 after purchasing an additional 15,339 shares in the last quarter. Finally, Bank of America Corp DE increased its stake in American Financial Group by 42.9% during the 2nd quarter. Bank of America Corp DE now owns 319,364 shares of the insurance provider’s stock worth $40,307,000 after buying an additional 95,942 shares during the period. 64.37% of the stock is currently owned by institutional investors and hedge funds.

American Financial Group Company Profile

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.