Zacks Research Has Positive Outlook for AFG Q4 Earnings

American Financial Group, Inc. (NYSE:AFG) – Analysts at Zacks Research lifted their Q4 2026 EPS estimates for shares of American Financial Group in a report issued on Friday, January 30th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $3.52 per share for the quarter, up from their previous forecast of $3.51. 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 2027 earnings at $3.73 EPS.

AFG has been the subject of several other reports. Jefferies Financial Group reaffirmed a “hold” rating and set a $142.00 target price on shares of American Financial Group in a research note on Tuesday, November 11th. Piper Sandler upped 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 report on Thursday, November 6th. Wells Fargo & Company initiated coverage on American Financial Group in a report on Thursday, January 15th. They issued an “overweight” rating and a $165.00 price objective on the stock. Finally, Weiss Ratings lowered American Financial Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $142.50.

American Financial Group Stock Performance

NYSE AFG opened at $130.41 on Monday. The stock has a market capitalization of $10.88 billion, a price-to-earnings ratio of 13.70 and a beta of 0.71. The stock has a 50-day moving average of $134.03 and a 200 day moving average of $135.06. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.38. American Financial Group has a twelve month low of $114.73 and a twelve month high of $150.02.

American Financial Group (NYSE:AFG) last released its quarterly earnings data on Wednesday, November 5th. The insurance provider reported $2.69 earnings per share for the quarter, beating analysts’ consensus estimates of $2.35 by $0.34. American Financial Group had a net margin of 9.66% and a return on equity of 18.05%. The company had revenue of $2.33 billion during the quarter, compared to analysts’ expectations of $2.02 billion. During the same quarter in the previous year, the company earned $2.31 earnings per share. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis.

American Financial Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, January 27th. Shareholders of record on Thursday, January 15th were paid a $0.88 dividend. The ex-dividend date of this dividend was Thursday, January 15th. This represents a $3.52 dividend on an annualized basis and a dividend yield of 2.7%. American Financial Group’s dividend payout ratio (DPR) is 36.97%.

Insider Activity

In other news, CFO Brian S. Hertzman sold 1,777 shares of the business’s 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 owned 11,300 shares of the company’s stock, valued at approximately $1,610,363. The trade was a 13.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 17.40% of the stock is owned by company insiders.

Hedge Funds Weigh In On American Financial Group

Institutional investors and hedge funds have recently bought and sold shares of the company. Victory Capital Management Inc. raised its position in shares of American Financial Group by 12.9% during the 3rd quarter. Victory Capital Management Inc. now owns 2,963,942 shares of the insurance provider’s stock valued at $431,906,000 after buying an additional 337,573 shares during the period. Charles Schwab Investment Management Inc. increased its stake in American Financial Group by 1.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,565,424 shares of the insurance provider’s stock worth $323,782,000 after acquiring an additional 44,710 shares during the last quarter. Dimensional Fund Advisors LP raised its position in American Financial Group by 10.9% in the third quarter. Dimensional Fund Advisors LP now owns 1,127,518 shares of the insurance provider’s stock valued at $164,293,000 after purchasing an additional 110,872 shares during the period. Northern Trust Corp lifted its stake in shares of American Financial Group by 33.2% in the 3rd quarter. Northern Trust Corp now owns 1,026,783 shares of the insurance provider’s stock valued at $149,623,000 after purchasing an additional 255,693 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of American Financial Group during the 2nd quarter worth $106,707,000. 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.