What is Zacks Research’s Estimate for AFG FY2026 Earnings?

American Financial Group, Inc. (NYSE:AFG) – Analysts at Zacks Research decreased their FY2026 earnings per share (EPS) estimates for American Financial Group in a research report issued on Thursday, April 10th. Zacks Research analyst T. De now anticipates that the insurance provider will post earnings per share of $11.52 for the year, down from their prior estimate of $11.64. 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 2026 earnings at $3.21 EPS and Q1 2027 earnings at $2.56 EPS.

American Financial Group (NYSE:AFG) last released its quarterly earnings results on Tuesday, February 4th. The insurance provider reported $3.12 EPS for the quarter, missing analysts’ consensus estimates 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 reduced their target price on American Financial Group from $144.00 to $126.00 and set a “market perform” rating on the stock in a report on Wednesday.

American Financial Group Trading Up 0.7 %

Shares of AFG stock opened at $125.82 on Friday. The stock has a market cap of $10.53 billion, a P/E ratio of 11.90 and a beta of 0.59. American Financial Group has a 1 year low of $114.73 and a 1 year 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 stock has a 50 day simple moving average of $125.37 and a 200 day simple moving average of $132.94.

Hedge Funds Weigh In On American Financial Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Captrust Financial Advisors lifted its stake in shares of American Financial Group by 9.5% in the 3rd quarter. Captrust Financial Advisors now owns 4,128 shares of the insurance provider’s stock valued at $556,000 after acquiring an additional 357 shares during the last quarter. HighTower Advisors LLC raised its position in American Financial Group by 16.9% in the third quarter. HighTower Advisors LLC now owns 11,973 shares of the insurance provider’s stock valued at $1,621,000 after purchasing an additional 1,734 shares during the last quarter. Quantinno Capital Management LP boosted its stake in shares of American Financial Group by 6.0% during the third quarter. Quantinno Capital Management LP now owns 5,069 shares of the insurance provider’s stock valued at $682,000 after purchasing an additional 286 shares in the last quarter. Stifel Financial Corp grew its holdings in shares of American Financial Group by 0.7% during the third quarter. Stifel Financial Corp now owns 44,609 shares of the insurance provider’s stock worth $6,004,000 after purchasing an additional 330 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new stake in shares of American Financial Group during the third quarter worth about $225,000. Institutional investors own 64.37% of the company’s stock.

Insiders Place Their Bets

In related news, Director Gregory G. Joseph bought 3,000 shares of the company’s stock in a transaction dated Thursday, February 20th. The stock was purchased at an average price of $121.00 per share, with a total value of $363,000.00. Following the completion of the acquisition, the director now owns 57,477 shares of the company’s stock, valued at $6,954,717. The trade was a 5.51 % increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 14.50% of the company’s stock.

American Financial Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 25th. Shareholders of record on Tuesday, April 15th will be given a dividend of $0.80 per share. The ex-dividend date is Tuesday, April 15th. This represents a $3.20 annualized dividend and a yield of 2.54%. American Financial Group’s dividend payout ratio is currently 30.27%.

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.