Zacks Research Issues Negative Estimate for AFG Earnings

American Financial Group, Inc. (NYSE:AFG) – Equities research analysts at Zacks Research lowered their Q2 2025 EPS estimates for American Financial Group in a report issued on Monday, May 19th. Zacks Research analyst T. De now forecasts that the insurance provider will post earnings of $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 target price on shares of American Financial Group from $126.00 to $125.00 and set a “market perform” rating for the company in a report on Friday, May 9th.

American Financial Group Stock Performance

American Financial Group stock opened at $122.91 on Wednesday. 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 50-day moving average of $126.17 and a 200-day moving average of $131.49. The firm has a market cap of $10.28 billion, a P/E ratio of 11.63 and a beta of 0.72. American Financial Group has a 1-year low of $114.73 and a 1-year high of $150.19.

American Financial Group (NYSE:AFG) last posted its quarterly earnings results on Tuesday, May 6th. The insurance provider reported $1.81 earnings per share for the quarter, missing the consensus estimate of $2.17 by ($0.36). The business had revenue of $1.58 billion during the quarter, compared to the consensus estimate of $1.74 billion. American Financial Group had a return on equity of 20.30% and a net margin of 10.66%. The business’s revenue for the quarter was down 2.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.76 earnings per share.

Institutional Trading of American Financial Group

A number of institutional investors have recently modified their holdings of AFG. Intech Investment Management LLC raised its stake in American Financial Group by 57.1% in the fourth quarter. Intech Investment Management LLC now owns 38,623 shares of the insurance provider’s stock worth $5,289,000 after buying an additional 14,045 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its stake in 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 worth $20,782,000 after buying an additional 3,911 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in 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 worth $1,073,000 after buying an additional 2,789 shares in the last quarter. Proficio Capital Partners LLC bought a new position in American Financial Group in the fourth quarter worth about $5,127,000. Finally, Bank of New York Mellon Corp raised its stake in 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 worth $136,566,000 after buying an additional 207,285 shares in the last quarter. 64.37% of the stock is currently owned by hedge funds and other institutional investors.

American Financial Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 25th. Stockholders of record on Tuesday, April 15th were issued a dividend of $0.80 per share. The ex-dividend date of this dividend was Tuesday, April 15th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 2.60%. American Financial Group’s dividend payout ratio is currently 33.61%.

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.