Zacks Research Issues Pessimistic Estimate for AFG Earnings

American Financial Group, Inc. (NYSE:AFG) – Investment analysts at Zacks Research lowered their FY2025 earnings per share (EPS) estimates for American Financial Group in a research report issued to clients and investors on Friday, October 31st. Zacks Research analyst Team now anticipates that the insurance provider will earn $9.29 per share for the year, down from their prior estimate of $9.38. 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 $3.04 EPS, Q1 2026 earnings at $2.78 EPS, Q3 2026 earnings at $3.07 EPS, Q4 2026 earnings at $2.98 EPS, FY2026 earnings at $11.35 EPS, Q1 2027 earnings at $2.58 EPS and FY2027 earnings at $11.84 EPS.

American Financial Group (NYSE:AFG) last issued its quarterly earnings results on Tuesday, November 4th. The insurance provider reported $2.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.35 by $0.34. The company had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $2.02 billion. American Financial Group had a return on equity of 17.41% and a net margin of 9.21%.American Financial Group’s revenue for the quarter was up 13.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.31 earnings per share.

Other equities analysts have also recently issued research reports about the company. Weiss Ratings reissued a “hold (c+)” rating on shares of American Financial Group in a report on Wednesday, October 8th. Jefferies Financial Group upped their target price on shares of American Financial Group from $125.00 to $130.00 and gave the stock a “hold” rating in a report on Monday, August 11th. Keefe, Bruyette & Woods dropped their target price on shares of American Financial Group from $127.00 to $124.00 and set a “market perform” rating for the company in a report on Tuesday, August 12th. Finally, Wall Street Zen raised shares of American Financial Group from a “sell” rating to a “hold” rating in a report on Saturday, September 13th. Five analysts have rated the stock with a Hold rating, According to MarketBeat, American Financial Group has a consensus rating of “Hold” and a consensus price target of $136.75.

American Financial Group Price Performance

Shares of American Financial Group stock opened at $131.51 on Monday. The business has a 50 day simple moving average of $138.39 and a two-hundred day simple moving average of $130.55. American Financial Group has a 12 month low of $114.73 and a 12 month high of $150.19. The stock has a market capitalization of $10.97 billion, a P/E ratio of 14.45 and a beta of 0.74. The company has a debt-to-equity ratio of 0.33, a current ratio of 0.47 and a quick ratio of 0.47.

American Financial Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 24th. Investors of record on Wednesday, October 15th were given a dividend of $0.88 per share. The ex-dividend date was Wednesday, October 15th. This is a positive change from American Financial Group’s previous quarterly dividend of $0.80. This represents a $3.52 dividend on an annualized basis and a yield of 2.7%. American Financial Group’s dividend payout ratio (DPR) is 38.68%.

Insider Buying and Selling

In related news, Director Stephen Craig Lindner, Jr. sold 10,000 shares of American Financial Group stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $134.31, for a total transaction of $1,343,100.00. Following the transaction, the director owned 326,730 shares in the company, valued at approximately $43,883,106.30. This trade represents a 2.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 17.40% of the company’s stock.

Hedge Funds Weigh In On American Financial Group

Institutional investors have recently added to or reduced their stakes in the stock. Hantz Financial Services Inc. lifted its position in American Financial Group by 421.1% during the second quarter. Hantz Financial Services Inc. now owns 198 shares of the insurance provider’s stock worth $25,000 after buying an additional 160 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new stake in American Financial Group in the second quarter valued at $27,000. Private Trust Co. NA raised its position in American Financial Group by 144.3% in the first quarter. Private Trust Co. NA now owns 215 shares of the insurance provider’s stock valued at $28,000 after purchasing an additional 127 shares during the period. Alpine Bank Wealth Management purchased a new stake in American Financial Group in the third quarter valued at $30,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in American Financial Group in the first quarter valued at $34,000. Hedge funds and other institutional investors own 64.37% of the company’s stock.

About American Financial Group

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.