Zacks Research Brokers Decrease Earnings Estimates for AFG

American Financial Group, Inc. (NYSE:AFG) – Analysts at Zacks Research cut their Q2 2026 earnings estimates for shares of American Financial Group in a research report issued on Wednesday, March 19th. Zacks Research analyst T. De now expects that the insurance provider will post earnings of $2.83 per share for the quarter, down from their prior forecast of $2.84. 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 FY2026 earnings at $11.64 EPS and FY2027 earnings at $12.71 EPS.

American Financial Group (NYSE:AFG) last issued its quarterly earnings data on Tuesday, February 4th. The insurance provider reported $3.12 earnings per share for the quarter, missing the consensus estimate of $3.15 by ($0.03). American Financial Group had a return on equity of 20.30% and a net margin of 10.66%.

Separately, Keefe, Bruyette & Woods downgraded shares of American Financial Group from an “outperform” rating to a “market perform” rating and lowered their target price for the stock from $164.00 to $144.00 in a research note on Friday, February 7th.

American Financial Group Stock Down 0.1 %

Shares of NYSE AFG opened at $125.03 on Friday. The company’s 50 day moving average price is $128.72 and its 200-day moving average price is $134.00. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.53 and a current ratio of 0.53. American Financial Group has a 52-week low of $118.97 and a 52-week high of $150.19. The company has a market capitalization of $10.50 billion, a P/E ratio of 11.83 and a beta of 0.79.

American Financial Group Announces Dividend

The business also recently disclosed a special dividend, which will be paid on Friday, March 28th. Stockholders of record on Monday, March 17th will be given a dividend of $2.00 per share. The ex-dividend date is Monday, March 17th. American Financial Group’s dividend payout ratio (DPR) is 30.27%.

Insider Activity

In other news, Director Gregory G. Joseph purchased 3,000 shares of the company’s stock in a transaction that occurred on Thursday, February 20th. The shares were acquired at an average cost of $121.00 per share, with a total value of $363,000.00. Following the purchase, the director now owns 57,477 shares in the company, valued at $6,954,717. This represents a 5.51 % increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 14.50% of the stock is currently owned by company insiders.

Institutional Trading of American Financial Group

Hedge funds and other institutional investors have recently bought and sold shares of the business. Norges Bank bought a new stake in shares of American Financial Group during the fourth quarter worth about $122,419,000. Voya Investment Management LLC increased its holdings in American Financial Group by 89.5% during the 4th quarter. Voya Investment Management LLC now owns 672,851 shares of the insurance provider’s stock worth $92,134,000 after purchasing an additional 317,859 shares in the last quarter. Northern Trust Corp raised its stake in shares of American Financial Group by 35.8% in the fourth quarter. Northern Trust Corp now owns 802,069 shares of the insurance provider’s stock worth $109,827,000 after purchasing an additional 211,630 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of American Financial Group by 26.2% in the fourth quarter. Bank of New York Mellon Corp now owns 997,340 shares of the insurance provider’s stock valued at $136,566,000 after purchasing an additional 207,285 shares in the last quarter. Finally, FMR LLC lifted its holdings in shares of American Financial Group by 3.8% in the third quarter. FMR LLC now owns 5,516,351 shares of the insurance provider’s stock valued at $742,501,000 after purchasing an additional 202,522 shares in the last quarter. 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.